Nerd's Eye View

JUNE 5, 2023

This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift in the platform’s core function (given that Riskalyze’s risk tolerance tool was always (..)

Risk Tolerance 188

Risk Tolerance Retirement Retirement Planning License 188

The Big Picture

FEBRUARY 16, 2023

Everyone is looking at the same set of numbers and somehow coming to opposite conclusions. Bloomberg ) • Bosses want to pay you more but give you less : A growing number of workers are going freelance, taking higher wages over benefits and job security. ( Zoomers are shunning cars and driver’s licenses. Including me.

License 140

License Economy Numbers Communication 140

Nerd's Eye View

JULY 18, 2022

The added complication is that, while this structure of hiring a large number of new advisor recruits with a high level of churn results in a high volume of aspiring planners potentially leaving the industry altogether, it is quite profitable for the insurance companies and broker-dealers themselves.

CFP 200

CFP Recruitment Sales Certification 200

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 213

Education CFP Certification License 213

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 235

Estate Planning Financial Advisor Financial Services Clients 235

Calculated Risk

AUGUST 2, 2023

There are also different loan limits depending on the number of units (from 1 to 4 units). And how much will the FHA insured loan limits change? First, there are different loan limits for various geographical areas. For example, currently the CLL is $726,200 for one-unit properties in low-cost areas.

License 96

License Sales Insurance Numbers 96

Abnormal Returns

OCTOBER 28, 2023

wsj.com) On the relationship between the number of children you have and longevity. scientificamerican.com) The number of jump scares in horror movies are trending down. nytimes.com) Are alternative licensing programs the solution to teacher shortages? (statnews.com) Health Beyfortus, for RSV in infants, is in short supply.

Food 130

Food License Financial Advising Transportation 130

WiserAdvisor

MARCH 16, 2023

The detailed information provided through the BrokerCheck tool includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. You can use the Brokercheck tool on the FINRA website.

License 80

License Financial Advisor Investment Advisor Certification 80

Harness Wealth

FEBRUARY 20, 2024

CPAs are licensed by state boards of accountancy in the state where they practice. Once licensed, CPAs work in various settings including public accounting firms, corporate finance departments, and other financial companies offering services that span tax preparation and planning, auditing, and financial strategy.

Taxes 52

Taxes License Education Tax Planning 52

Clever Girl Finance

JULY 29, 2023

Obtain a business license 7. Do I need a license to clean houses? Depending on the kind of business you decide to register, you may also need to create an EIN (or an Employer ID Number) for tax purposes. Leverage the resource on SBA.gov to get started with setting up the business licenses you need. Table of contents 1.

License 78

License Advertising Budgeting Clients 78

Abnormal Returns

AUGUST 27, 2022

bloomberg.com) Why people continue to drive on suspended licenses. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. 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

MarketWatch

MARCH 30, 2023

Microsoft referred to a blogpost in May in which company president Brad Smith said it “has a healthy number two position when it comes to cloud services, with just over 20% market share of global cloud services revenues.”

License 40

License Numbers Marketing Marketing 40

Getting Your Financial Ducks In A Row

JUNE 5, 2023

From what I hear, visiting the local office can be a hit or miss experience, similar to visiting the DMV to get your driver’s license renewed. military service you had before 1968; The name, Social Security number and date of birth or age of your current spouse and any former spouse.

Numbers 79

Numbers Electronics License Accounting 79

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. You'll find out your driver’s license can also be affected by this, so it's essential to understand what to do if someone steals your identity related to your license.

License 70

License Insurance Accounting Medical 70

MarketWatch

MARCH 16, 2023

GIII posted mixed numbers for its fiscal fourth quarter on Thursday, after swinging to a loss driven by a goodwill impairment charge. CEO Morris Goldfarb said the company is repositioning and expanding the Donna Karan brand and has a new long-term license with Authentic Brands Group for Nautica. million, or $5.54 Sales rose 14.2%

License 40

License Sales Numbers Marketing 40

James Hendries

NOVEMBER 6, 2022

With your identifying information, an undocumented worker or another individual may use your Social Security number on job applications and employment paperwork. An identity thief may also file a tax return using your name and Social Security number in order to obtain a refund. Types of Fraud.

Taxes 52

Taxes Numbers License Accounting 52

Trade Brains

JANUARY 18, 2024

We will then check out its numbers to see how it has been scaling its revenue & profits. Today Agriculture contributes to less than 20% of the Gross Value added (GVA) figures of the country and these numbers drop every year. So let us understand what products the Company manufactures. And which states are its biggest market?

Distribution 64

Distribution License Government Management 64

WiserAdvisor

MAY 31, 2022

However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. However, the FTC expects the actual numbers to be higher than the reported numbers since multiple scams go unreported. billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.

Investing 52

Investing Investments License Accounting 52

Clever Girl Finance

NOVEMBER 27, 2023

It can compromise your personal information, from debit cards to types of bank accounts , bank account numbers, and driver’s license numbers. If you suspect someone has stolen your license, contact your local Department of Motor Vehicles and inform them about the situation. know about the fraud.

Insurance 52

Insurance License Accounting Banking 52

Steve Feinberg

JULY 27, 2022

Their quarterly costs for inventory and payroll might change slightly based on the number of sales they make, but it’s more than likely that their finances will remain fairly constant, making it easier to track sales, profitability, and costs. Personal identification documents like a driver’s license or passport. Your business license.

Taxes 52

Taxes License Accounting Insurance 52

Trade Brains

JULY 21, 2023

In terms of the number of beds, two of its hospitals, namely, Noida Extension Hospital and Greater Noida are the 8th and 10th largest private hospitals in Delhi. This makes it one of the largest hospitals in the JhansiOrchha-Gwalior region in terms of the number of beds. Keep reading to find out!

Healthcare 98

Healthcare Medical Pharmaceutical License 98

Random Roger's Retirement Planning

NOVEMBER 13, 2023

Before anyone jumps down my throat, I am not licensed to sell annuities, I never have been and never will be. People are more comfortable spending income from guaranteed sources than from their own accounts. This makes sense to me. Does this shed a different light on annuities?

Retirement 73

Retirement Retirement Planning Commission Medical 73

Clever Girl Finance

NOVEMBER 16, 2022

Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Your social security card, with your social security number, is extremely important to have. Death Certificates. Marriage Certificates.

Certification 87

Certification Taxes Insurance Banking 87

Good Financial Cents

FEBRUARY 12, 2024

College students have a lot on their plate already, including the need to study to get good grades, participating in any number of on-campus activities and potentially working part-time to have some spending money. Account is subject to a monthly account fee of $2, account fee is waived for the initial six-monthly billing cycles.

Accounting 99

Accounting Banking License Education 99

Random Roger's Retirement Planning

JULY 31, 2023

You should know what it is, understand where the numbers come from, balance out delaying or taking it early but the amount you get is what you get. I am not licensed to sell annuities, I've never sold an annuity and I never will. The Journal works through some numbers. A commenter called a provider and got a lower payout number.

Retirement 56

Retirement Insurance Accounting Numbers 56

Trade Brains

JANUARY 20, 2024

Administration of Dadra & Nagar Haveli and Daman & Diu for the development, maintenance, and management of Jalandhar House, Diu on a license basis. Financials A closer look at Praveg’s financials is essential to understand what the numbers tell us about the company. The Company achieved Revenue of Rs 84.86 in FY22.

Government 104

Government Management License Planning 104

Fortune Financial

NOVEMBER 4, 2021

From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. . Scammers will often ask for your phone number or other sensitive information, stating that it’s urgent or they need you to call them. . million in 2019. Smartphone Safety.

Electronics 52

Electronics Financial Advisor Accounting License 52

Trade Brains

SEPTEMBER 28, 2023

Abdul Karim Telgi Scam : The story of Abdul Karim Telgi, known to many as Karim Lala , is one of “Rag to Riches” built on the foundations of a scam so huge that the official number are not confirmed. Where Scam Meets Strategy: Telgi’s Own Press In 1994, Telgi in connection with Soni acquired a license to become a legal Stamp Vendor.

Government 59

Government Taxes Numbers License 59

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. And remember, you likely won’t have time to gather these before a storm, so try to keep them together somewhere safe and easy to find: Driver’s licenses and Social Security cards. Note: Keep that cash somewhere safe!

Food 104

Food Insurance Certification Fee Only 104

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License.

Investing 52

Investing Investments CFP Financial Advisor 52

Inside Information

MARCH 29, 2023

It has passed the bar in California and performed well enough on medical examinations that it would be licensed to practice medicine if it were made of flesh instead of silicon. Surely this was a genuinely terrifying new competitor to financial planners—right?

Medicine 40

Medicine Financial Planner Financial Planning License 40

BlueMind

SEPTEMBER 11, 2022

However, risk capacity is a numbers game. Furthermore, it can reduce the number of hours you work and give you a chance to maintain a healthy work-life balance. Risk tolerance is more of an objective concept as it deals with the willingness of a client to take on risk.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

Trade Brains

SEPTEMBER 20, 2023

The company has penetrated into multiple business verticals including Product Vertical, Consulting vertical and project development and technology Licensing with the Engineering Procurement and Construction (EPC) division The management team has earned the Company a positive reputation among customers.

Engineering 105

Engineering Management Government License 105

Diamond Consultants

JANUARY 17, 2023

Long a hallmark of the independent broker dealer space, OSJs, in their simplest form, provide oversight for independent advisors wishing to offload the burden of compliance, including the responsibility of licensing and registration. In exchange for doing so, OSJs take an override on the advisor’s business.

Compliance 52

Compliance License Engineering Management 52

Clever Girl Finance

JULY 12, 2023

You’ll also need to be licensed in your state. However, they will require you to take licensing courses to become certified, as well as pass a licensing exam. Makeup artist Median makeup artist salary: $75,730/year (performance and theater) Education required: Typically a cosmetology license Are you creative and fashionable?

Education 81

Education Certification License Engineering 81

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. “Everything you don’t understand about money combined with everything you don’t understand about computers.” Dimensional Japan Ltd.,

Commission 52

Commission Retail Distribution Sales 52

Trade Brains

MARCH 7, 2023

It is calculated by dividing the net profit by the total number of outstanding shares. Operating Profit Margin 20.20% Page Industries was established in 1994 as a licensed manufacturer, distributor, and marketer of Jockey International’s products in India. 42,500 EPS ₹613 Stock P/E 62.1 RoCE 67.2% Price to Book Value 32.20

Manufacturing 52

Manufacturing Pharmaceutical License Engineering 52