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. These are big numbers.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JUNE 20, 2023

That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. 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. They knew the numbers.

Insurance 143

Insurance Healthcare Retail Medicine 143

David Nelson

MARCH 6, 2023

The numbers aren’t small. When it comes to CO2 emissions China is number one emitting almost twice as much as the United States. Do the Math! Vanguard CEO Tim Buckley recently pulled out of the Net Zero Managers Initiative, affirming his fiduciary duty to clients. trillion in assets under management.

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52