Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: We love diversity.

Management 141

Management Recruitment Numbers Banking 141

David Nelson

MARCH 6, 2023

Do the Math! Vanguard CEO Tim Buckley recently pulled out of the Net Zero Managers Initiative, affirming his fiduciary duty to clients. It’s no wonder the poster child of ESG investing and biggest cheerleader is none other than Larry Fink, CEO of BlackRock, a fund company with close to $8.6

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52

The Big Picture

JUNE 20, 2023

It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. The Labor Department under Donald Trump did open the door for private equity to get into 401(k)s. Some of these, the Blackstone BREIT is a perfect example of that.

Insurance 141

Insurance Healthcare Retail Medicine 141