Abnormal Returns

DECEMBER 15, 2023

wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. washingtonpost.com) Streaming Why production companies are freely licensing content to streamers. (nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop.

Startup 220

Startup License Financial Advising Media 220

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. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm.

License 105

License Wealth Management Investment Advisor Consulting 105

The Richer Geek

AUGUST 24, 2022

24:11] How does he manage remote workers? [29:10] 29:10] How does he keep employees happy [32:01] About his website called: www.geekboss.com (Modern management) [34:50] How does he develop and design games? Matthew also has his commercial pilots license and an advanced wine diploma. He designed games for Lego. Like that!)

Management 52

Management Marketing Marketing License 52

The Big Picture

FEBRUARY 24, 2023

Quartz ) • After Multibillion-Dollar Fintech Binge, Wall Street Has a Writedown Hangover : Blue-chip firms spent big on companies promising new ways to make payments or manage money. The firm is the largest listed PE/Buyout firm in Europe, managing $135 billion in assets in Private equity, infrastructure, real estate and debt.

Medical 280

Medical License Insurance Accounting 280

Random Roger's Retirement Planning

NOVEMBER 9, 2022

If you believe in trying to hedge or otherwise manage downside volatility in the context we've been writing about all year then you already have that hedge exposure in your portfolio. We'll see if it drives equities prices in the long term or not. This is all happening in the middle of a bear market for equities.

License 58

License Portfolio Financial Planning Marketing 58

Wealth Management

MARCH 8, 2024

Introducing the Chicago RIA on International Women’s Day, Expressive led by 3 female partners and has licensed clinical psychologist on staff.

Communication 113

Communication License 113

Trade Brains

DECEMBER 20, 2022

Radiant Cash Management IPO Review : Radiant Cash Management Services Limited is coming up with its Initial Public Offering. In this article, we will look at the Radiant Cash Management IPO Review 2022 and analyze its strengths and weaknesses. Radiant Cash Management IPO Review – About The Company.

Management 52

Management Retail Banking Clients 52

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. As an individual investor, CFPs are experts in the field of personal asset management.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran.

Estate Planning 234

Estate Planning Financial Advisor Financial Services Clients 234

Nerd's Eye View

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. Welcome back to the 306th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cean Kenefick-Rogers.

License 130

License Consulting Financial Advisor Insurance 130

Wealth Management

SEPTEMBER 28, 2023

Kraken has applied with FINRA for a broker/dealer license to allow it to trade US-listed stocks and ETFs, targeting a 2024 launch.

License 105

License Planning 105

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.

License 97

License Insurance Clients 97

NAIFA Advisor Today

AUGUST 27, 2023

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP License 52

Million Dollar Round Table (MDRT)

JUNE 18, 2023

He’s an investment advisor representative and CFP with life and health insurance licenses. If you’re just another financial planner, investment advisor, wealth manager or life insurance agent, you’re faced with competition from hundreds — or thousands — of people who say they do the same thing as you.

Financial Planner 78

Financial Planner License Advertising Investment Advisor 78

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.

License 97

License 97

Clever Girl Finance

JULY 29, 2023

Obtain a business license 7. Do I need a license to clean houses? As a residential cleaning business, working with just a few weekly clients on a fixed schedule with a time management plan is all you need. Leverage the resource on SBA.gov to get started with setting up the business licenses you need. Table of contents 1.

License 77

License Advertising Budgeting Clients 77

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 95

License 95

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.

License 86

License Sales 86

The Big Picture

FEBRUARY 16, 2023

Zoomers are shunning cars and driver’s licenses. New York Times ) Be sure to check out our Masters in Business interview this weekend with Tim Buckley , CEO of the Vanguard Group , which manages $7.2 The shift to EVs will make things worse. Vox ) • ‘I’ll call an Uber or 911’: Why Gen Z doesn’t want to drive. Will it last?

License 143

License Economy Communication Numbers 143

Trade Brains

JANUARY 20, 2024

Originating in event management in 1992, this Ahmedabad-based company has astounded investors with an astonishing 54,000% stock return in just five years. Praveg has organized and managed exhibitions, events and campaigns in India and abroad. Praveg has organized and managed exhibitions, events and campaigns in India and abroad.

Government 104

Government Management License Planning 104

Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. trillion in global assets under management. Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc. ROCE (%) 13.68

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Integrity Financial Planning

MAY 30, 2023

Healthcare insurance is a crucial aspect of managing one’s health and finances. Consulting with a licensed insurance agent or broker can provide more personalized information and guidance. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs.

Healthcare 89

Healthcare Retirement Medical Insurance 89

Mish Talk

NOVEMBER 19, 2022

Ray, the cryptocurrency exchange’s new CEO, s ome regulated or licensed subsidiaries of FTX have solvent balance sheets A statement released Saturday from John J. Is There Anything Left of FTX? According to John J.

License 227

License Assets Accounting Math 227

Clever Girl Finance

AUGUST 10, 2023

If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. Licensed practical nurse (LPN) Median salary for licensed practical nurses: $54,620 a year Licensed practical nurses (LPNs) work under the supervision of registered nurses or physicians to provide direct patient care.

Medical 72

Medical Healthcare Certification Education 72

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

AUGUST 27, 2022

bloomberg.com) Why people continue to drive on suspended licenses. axios.com) Managed retreat isn't easy but is going to be increasingly necessary. Autos What it means if California bans the sale of new ICE vehicles by 2035. newatlas.com) Bigger tires make for lower mileage and range. curbed.com) Transport Pilot Co.,

Food 130

Food License Financial Advising Media 130

Trade Brains

SEPTEMBER 20, 2023

Organic Recycling Systems IPO Review – About The Company Incorporated in 2008, Organic Recycling Systems Limited is an engineering company focused on environmental solutions and provides waste management solutions across waste types and across the value chain. lakh tons, while the amount that is treated each day is approximately 0.5

Engineering 105

Engineering Management Government License 105

Trade Brains

OCTOBER 13, 2023

We are always on the lookout for Companies that have the highest growth and the best management. The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. It also offers home loans via Nido Home Finance Ltd. Market Cap (Cr.)

Banking 105

Banking Financial Services License Retail 105

MarketWatch

MARCH 7, 2023

The state then managed to license 200 stores for its adult-use debut. million in adult-use sales in Missouri’s first month outpaced the $39.2 million in the first month of sales in Illinois in 2020 and $24.2 million in the first month of sales for New Jersey and $6.5 Voters in Missouri approved pot use among adults over 21 in November.

Sales 40

Sales License Medical Management 40

Trade Brains

JANUARY 18, 2024

About the Company Nova AgriTech is an agri-input manufacturer engaged in soil health management, crop nutrition, and crop protection. Apart from soil management & crop nutrition products, the Company also offers bio-stimulant, bio-pesticide products, and integration pest Management and crop protection products.

Distribution 64

Distribution License Government Management 64

Wealth Management

NOVEMBER 1, 2022

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

License 57

License 57

Sara Grillo

APRIL 10, 2023

These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Investing 52

Investing Investments CFP Financial Advisor 52

Clever Girl Finance

JULY 12, 2023

You’ll need a lot of on-the-job training to give you the skills and knowledge you need to manage the plant, but the average annual salary is great. Property managers handle tasks like listing and showing available apartments, inspecting grounds, meeting with property owners, and more. There’s also a lot of paperwork involved.

Education 81

Education Certification License Engineering 81

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Your Richest Life

OCTOBER 15, 2023

Be wary of fraud and predatory practices Anyone can be vulnerable to fraud, but because doctors are licensed, anyone can look them up. Managing a $50k income can be different than managing a $250k income, so reaching out to a financial planner or other financial professional can be really helpful as you adjust.

Financial Planner 52

Financial Planner License CFP Accounting 52

Clever Girl Finance

NOVEMBER 16, 2022

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. Manage theft on specific accounts e.g. government benefits, student loans, bankruptcy filed in your name, etc. You can add a flag to your license to prevent fraud.

License 70

License Insurance Accounting Medical 70

Steve Feinberg

JANUARY 30, 2023

HVAC businesses are part of a class of small businesses that are difficult to manage for one reason: you can be the best at what you do and still have a struggling business. Always Keep Your Books Up To Date This one might seem obvious, but a busy work schedule can make it difficult to devote enough time to managing your accounts.

Accounting 52

Accounting License Taxes Management 52