Michael:Thank you for joining us. I'm excited for today's episode and to get to talk a bit about referrals. I look at the industry research, we now run some of the industry research around how advisors market and grow their business. And the number one overwhelming dominating channel that...
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The associated Line of Credit is $179,000, or 3 years of current retirement expenses, which includes 10% for charitable giving and $10,000 a year in Vacation Funds. Lastly, I waited until age 70 to file for my Social Security, maxing out my benefit for my spouse, should I predecease...
Imran Khan, who for all intents and purposes was Evan Spiegel’s No. 2, is out at Snap, Sarah Frier and Nate Lanxon report. “There is never a perfect time to say goodbye,“ Khan notes. And this is true. But there are also better times to say goodbye — such as, for example, ...
The government should nonetheless receive credit for refusing to back away from the reform programs already in motion, as some observers thought it would after the 2004 elections. And some progress has been made, over the past year, in promoting foreign investment and establishing a value-added...
Photo credit A few weeks ago the PCAOB’s Center for Economic Analysis (CEA) held its third annualEconomic Conference on Auditing and Capital Markets. Some readers may be yawning by now. In reality, this conference is an important way that the PCAOB brings together academic researchers and audi...