article thumbnail

50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.

CFP 225
article thumbnail

10 Sunday Reads

The Big Picture

My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. He disclosed none of these activities on his annual disclosure forms, an obvious violation of federal ethics law.

Ethics 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Saturday links: masochistic mental games

Abnormal Returns

wsj.com) De-extincting species raises all manner of ethical questions. npr.org) Weight loss drugs are set to upend medicine, and society. washingtonpost.com) How to achieve functional longevity in retirement. (sciencedaily.com) Cleaning up 'forever chemicals' is no small thing. compares to other countries.

Medicine 130
article thumbnail

2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

article thumbnail

2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59
article thumbnail

Transcript: Ilana Weinstein

The Big Picture

I’ll have to be when I retire and publish under Anonymous. When you compare it to law, to medicine, to — RITHOLTZ: Centuries, right. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women. LAUGHTER) WEINSTEIN: Which there will be one day, maybe. RITHOLTZ: People will figure out.