The Big Picture

JUNE 2, 2023

Vox ) • The rare license plates selling for millions: A simple lesson in Supply & Demand : If you thought luxury cars were a status symbol, wait until you hear about the market for heritage license plates. These are handmade, low-digit numeric license plates. For a license plate. People are now paying millions.

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License Education Banking Planning 276

Abnormal Returns

MARCH 14, 2025

humbledollar.com) Companies Reddit ($RDDT) thinks keeping its data in house, is more valuable than licensing it. (ft.com) Finance Private lenders are beefing up their internal restructuring teams. wsj.com) Angel investing ain't easy. sherwood.news) Is Apple ($AAPL) going to get the message? spyglass.org) Ozempic is losing consumer mind share.

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License Media Economy Investments 144

Wealth Management

AUGUST 3, 2023

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

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License Insurance Clients 246

Wealth Management

JANUARY 25, 2023

The Wall Street Journal breaks down the competition in the race to land casino licenses in New York City. King Charles’ real estate company is suing Twitter over unpaid rent, reports Insider. These are among today’s must reads from around the commercial real estate industry.

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License 246

Wealth Management

DECEMBER 7, 2022

to pursue one of three gaming licenses for New York’s downstate area. Related Cos. is teaming up with Wynn Resorts Ltd. Competitors include SL Green Realty Corp., which has proposed a casino project in Times Square in partnership with Caesars Entertainment Inc. and Jay-Z’s Roc Nation.

License 245

License 245

Wealth Management

JANUARY 25, 2023

Move’s Realtor.com operates under an agreement and trademark license with the group. Any deal would require negotiations with the National Association of Realtors.

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License Sales 248

Random Roger's Retirement Planning

APRIL 21, 2025

It makes no sense that a sitting President would want the stock market to go down but I'm not sure how to reconcile the rhetoric that appears to have been driving markets lower.

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License Taxes Clients Marketing 40

Abnormal Returns

AUGUST 2, 2024

spyglass.org) Ohio became the fifth US state to accept driver’s licenses and official state IDs in the iPhone’s Apple Wallet app. (sixcolors.com) Apple ($AAPL) is taking its time to roll out AI features. spyglass.org) The iPad is having a moment. engadget.com) GLP-1s Eli Lilly's ($LLY) weight loss drug shortage could end soon.

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License Financial Advising Media Economy 274

Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

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License Financial Advising Economy Economics 283

Abnormal Returns

DECEMBER 15, 2023

washingtonpost.com) Streaming Why production companies are freely licensing content to streamers. (wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

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MarketWatch

APRIL 17, 2023

after New Jersey Cannabis Regulatory Commission on Monday approved a renewal of the Massachusetts-based company’s cultivation and retail licenses for adult-use in the Garden State, in a reversal of a decision last week, according to spokespeople for the commission and Curaleaf. CURLFCA:CURA stock is up 4.2%

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License Commission Retail Sales 75

Nerd's Eye View

APRIL 8, 2025

And be certain to listen to the end, where Seth shares how he decided to become a Certified Tax Preparer after buying a retiring advisor's tax practice (and why he is planning to earn the Enrolled Agent license to gain more specialized training to better serve his clients' tax preparation needs), how Seth is gaining inroads with churches (and their (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Abnormal Returns

MARCH 31, 2024

smithsonianmag.com) Policy research Do we really want people to lose their licenses, and jobs, because they have unpaid debts? (ft.com) Oregon is pulling the plug on its drug legalization experiment. politico.com) Book banning attempts are on the rise. clevelandfed.org) What the data says about domestic violence during Covid-19 lockdowns.

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License Financial Advising Economics Media 274

Calculated Risk

AUGUST 2, 2023

The limit is updated annually, and is adjusted using the FHFA’s quarterly national, seasonally adjusted, expanded-data index: Expanded-Data Indexes (Estimated using Enterprise, FHA, and Real Property County Recorder Data Licensed from DataQuick for sales below the annual loan limit ceiling).

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License Sales Insurance Numbers 240

Leading Advisor

JUNE 5, 2023

Summary of the Job Description for Licensed Executive Assistant : Who you are Who we are What will you do What we offer Your Qualifications Questions?… … The post Job Description for Licensed Executive Assistant appeared first on Leading Advisor - Simon Reilly.

License 52

License Financial Advisor 52

Wealth Management

NOVEMBER 1, 2022

Joy Lere is a licensed clinical psychologist and co-founder of Shaping Wealth.

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License 147

Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

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Ethics Financial Advice CFP Financial Advisor 245

Abnormal Returns

FEBRUARY 26, 2023

npr.org) Occupational licensing is out of control. (bloomberg.com) Data from the U.S. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. econbrowser.com) The economic schedule for the coming week.

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Ethics License Financial Advising Startup 243

Nerd's Eye View

DECEMBER 19, 2022

all suggest that the FPA may already have some plans in place… that it just isn't ready to share yet?

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

The Big Picture

AUGUST 5, 2022

After NPR sent department officials written questions outlining the timeline of events, the federal agency terminated the license with the Chinese company, Dalian Rongke Power Co. . • The U.S. taxpayers millions of dollars ended up in China. Lapham’s Quarterly ).

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License Economics Banking Economy 287

The Big Picture

FEBRUARY 24, 2023

Parents are baffled as their kids delay or forgo a driver’s license ( Washington Post ) see also Children of the Ice Age : With the help of new archaeological approaches, our picture of young lives in the Palaeolithic is now marvellously vivid. Washington Post ) • Why aren’t teenagers driving anymore?

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Medical License Insurance Accounting 286

Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

Financial Planner 240

Financial Planner Financial Advisor License Retirement 240

The Big Picture

MAY 1, 2023

Quanta Magazine ) • Why More Americans Are Using Fake License Plates and Getting Away : With It The old system of traffic control is breaking down. Bloomberg ) • The Computer Scientist Peering Inside AI’s Black Boxes : Cynthia Rudin wants machine learning models, responsible for increasingly important decisions, to show their work.

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Math License Economy Numbers 285

Calculated Risk

NOVEMBER 26, 2023

For 2023, the CLL for one-unit properties was set at $726,200, and for high cost areas the ceiling loan limit for one-unit properties was $1,089,300.

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License Insurance Sales 162

Advisor Perspectives

MAY 8, 2024

The US has revoked licenses allowing Huawei Technologies Co. to buy semiconductors from Qualcomm Inc. and Intel Corp., according to people familiar with the matter, further tightening export restrictions against the Chinese telecom equipment maker.

License 52

License 52

MarketWatch

MARCH 2, 2023

The New York State Office of Cannabis Management on Thursday said it’s increasing the number of conditional adult-use retail dispensary licenses to 300 from 150. At last check, the state has issued 66 provisional conditional adult-use retail dispensary (CAURD) licenses and four dispensaries have opened.

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License Retail Numbers Planning 52

The Big Picture

MAY 3, 2023

In the first of three special articles we explain how they work.

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License Planning Accounting Economics 272

Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

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Education CFP Certification License 246

Random Roger's Retirement Planning

NOVEMBER 9, 2022

This has been an incredible few days.

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License Portfolio Marketing Marketing 74

Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

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Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

JUNE 5, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: InvestCloud, a TAMP and all-in-one advisory technology platform which has undergone rapid growth in recent years through the acquisition of numerous disparate technology tools in order to compete with its more-established competitor (..)

Risk Tolerance 245

Risk Tolerance Retirement License Retirement Planning 245

Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Transfer Pricing: The C-suite Needs to be Informed ( Steven C.

Taxes 52

Taxes License Banking Government 52

Abnormal Returns

FEBRUARY 20, 2024

hollywoodreporter.com) Disney ($DIS) is a winner when it comes to licensing content. (onveston.substack.com) Streaming Walmart ($WMT) is buying TV maker Vizio ($VZIO). cnbc.com) Why Roku ($ROKU) stock is struggling. hollywoodreporter.com) ESG Why Wall Street giants are backing away from climate pledges. nytimes.com) Another sign of peak ESG.

License 144

License Financial Advising Media Economy 144

NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being.

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License Wealth Management Investment Advisor Consulting 105

NAIFA Advisor Today

NOVEMBER 28, 2022

After gaining experience and earning his licenses, he returned to Connecticut and now works alongside his father, Jace Rosenbluth, running the family business. In 1957, his grandfather founded MERIT Insurance Services, Inc. During his senior year of college, he got an opportunity to travel to California for training.

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License Insurance 98

Abnormal Returns

JULY 14, 2022

finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content. (priceactionlab.com) Finance VCs are once again doing due diligence. theinformation.com) Jamie Dimon is cautious about the economy. variety.com) Netflix ($NFLX) has teamed up with Microsoft ($MSFT) to power a ad-supporting tier.

Marketing 130

Marketing Marketing License Financial Advising 130

Nerd's Eye View

SEPTEMBER 26, 2022

In his paper, Akerlof suggests three strategies that could be used to counteract the effects of quality uncertainty and increase consumer confidence: licensing, quality guarantees, and branding.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130