The Big Picture

JANUARY 9, 2024

You were saying that you had a code of ethics, but then your CEO was sexually harassing people. Matt Levine : 00:16:47 I was struck by like the ability of retail investors collectively to move stock prices, right? I was, I mean I think people confidently declared it on Reddit and I was like, sure, but it’s retail.

Retail 130

Retail Banking Math Management 130

Brown Advisory

SEPTEMBER 6, 2022

One investment in Global Leaders that typically takes share in downturns is TJX Companies, owner of TJ Maxx in the retail category who coincidently see inventory turns rise as consumers trade down to their treasure-hunt shopping in a downturn. In the financial markets we see evidence of cycles in capital flows as market prices rise.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

DECEMBER 5, 2023

Directors and corporate leadership are accountable well beyond mere compliance to address issues of transparency, trust, ethics, diversity and inclusion, and stakeholder engagement. Governance agendas are broadening to address consumer and investor pressures and expectations. ESG has often been described as a "movement" in the media.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 152

Clients Investing Investments Management 152

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Do you have a burning opinion you’d like to share?

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 8, 2024

Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends. And 00:17:05 [Speaker Changed] That was like a weekly thing, right?

Economy 141

Economy Clients Economics Banking 141