Remove Ethics Remove Numbers Remove Recruitment
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:16:57 But I got the call and from a recruiter, and Jenison was an intriguing company to me. So that, that number ultimately is about 40 billion of our 150 billion of equity. But we are in a number of annuity and, and other asset allocation products throughout Prudential that, that avail themselves of, of our various capabilities.

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Growing Your New Tax Firm: Strategies for Client Acquisition and Retention

Harness Wealth

Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retaining new clients, is paramount to your long-term success.

Taxes 52
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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! You can profit by sharing the company’s products with others, you can use products yourself, and you can recruit others. Look for freelancers with a strong work ethic who provide quality results.

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Saturday links: local altruism

Abnormal Returns

washingtonpost.com) A record number of Americans died from excessive heat in 2023. barrons.com) Pets Just how ethical is pet ownership? newsletter.abnormalreturns.com) Mixed media Recruiters are being flooded with AI-generated cover letters and resumes. ft.com) Health Aging doesn't happen in a linear fashion.

Ethics 264
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Transcript: Ilana Weinstein

The Big Picture

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs. These are big numbers.

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

Sara Grillo

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands. Salaske: Right, now.

CFP 59