'Investment advisors' diaporamas de présentation

Reserving for Non-Medical Malpractice

Reserving for Non-Medical Malpractice. Casualty Loss Reserve Seminar September 8-9, 2003 Chicago, Illinois Jane C. Taylor, FCAS, JD. Non-Medical Malpractice?. Any Non-Medical Service Provider. Financial Managers / Business Advisors Directors and Officers Stock Brokers / Investment Houses

966 views • 70 slides

Practising Law Institute ADVISING NONPROFIT ORGANIZATIONS 2010

Practising Law Institute ADVISING NONPROFIT ORGANIZATIONS 2010. February 03, 2010. Presented By: Seth Perlman Perlman & Perlman, LLP 41 Madison Avenue, Suite 4000 New York, NY 10010 Ph: 212-889-0575 Fx: 212-748-8120 Seth@perlmanandperlman.com www.PerlmanandPerlman.com.

500 views • 33 slides

Bernie Madoff

Bernie Madoff. Bailout and Hedge-fund Regulation. Outline. Background Bailout? Regulation Moving Forward Conclusion & Ponzi Schemes Moving Forward. Outline. Background Bailout? Regulation Moving Forward Conclusion & Ponzi Schemes Moving Forward. Gravity.

1.8k views • 30 slides

The Corporate Takeover Market

The Corporate Takeover Market. Common Takeover Tactics, Takeover Defenses, and Corporate Governance. Treat a person as he is, and he will remain as he is. Treat him as he could be,

548 views • 27 slides

The Evolution of Wealth Management

The Evolution of Wealth Management. Garth Gibbes & Carl Brillinger April 29, 2014. What is your current market for your Products & Services?. Who is your client? Why do they do business with you? What needs they have that you serve? What do you provide them that is unique?

443 views • 25 slides

ANNUAL AND SPECIAL MEETING

ANNUAL AND SPECIAL MEETING. MARCH 28, 2013. Auditor. KPMG LLP. 2. 3. Director Nominees for PWCC. William Mitchell David Taylor Patrick George Arnold Hillier Paul Oliver Robbert Jan Brabander. 4. Auditor. KPMG LLP. 5. 6. Presentation Agenda. David R. Taylor, President & CEO

345 views • 23 slides

Blueprint Project, Phase II

Blueprint Project, Phase II. Presented at the LCUC, Niagara-on-the-Lake, Ontario September 19, 2008 Draft. Blueprint Phase One: Strategic Priorities. Create a Stronger Foundation. Systematically improve the profitability of the business More proprietary product

434 views • 23 slides

What Are Your Options as an RIA?

Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands.

384 views • 23 slides

What Are Your Options as an RIA

Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/ Rhino Search Group 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 480-361-9415 pk@rhinosearchgroup.com

315 views • 23 slides

Our Work with Professional Advisors

317 views • 22 slides

Depression and FDR

Depression and FDR. New York. Maine. Maryland. Virginia. 100. 100. 100. 10 0. 200. 200. 200. 200. 300. 300. 300. 300. 400. 400. 400. 400. 500. 500. 500. 500. 1.1. What is the Bonus Army?. 20,000 unemployed WWI vets and their families camped in Washington. 1.2.

309 views • 22 slides

Quick Mutual Fund Analysis & Market Alerts

Quick Mutual Fund Analysis & Market Alerts. An Educational Service for those with 401Ks, IRAs, College Savings Accounts, and Mutual Fund Investments. Disclaimer.

279 views • 20 slides

Building Careers for a Lifetime

Building Careers for a Lifetime. Fifth Third Footprint. Bancorp. Headquarters-Cincinnati. 17 Affiliates. Fifth Third Fast Facts. Over 21,000 employees. 29 years of consistent, quality growth. $95 billion in assets. 1001 Banking Centers.

276 views • 16 slides

The Miller Group Social Media Proposal

The Miller Group Social Media Proposal. Goals for The Miller Group. Would like to attract new clients Wishes to better serve its client group UWSMB Team will suggest a marketing effort That makes the Millers more visible in the community That employs Social Media to engage that community

301 views • 14 slides

The Storm Before the Calm

240 views • 13 slides

Daily Derivative Report-money Classic Research

The derivatives market is the financial market for derivatives, financial instruments like futures contracts or options, which are derived from other forms of assets. The market can be divided into two, that for exchange-traded derivatives and that for over-the-counter derivatives. The legal nature of these products is very different, as well as the way they are traded, though many market participants are active in both.

207 views • 6 slides

Daily Derivative Report-money Classic Research

A derivative is a security with a price that is dependent upon or derived from one or more underlying assets. The derivative itself is a contract between two or more parties based upon the asset or assets. Its value is determined by fluctuations in the underlying asset. The most common underlying assets include stocks, bonds, commodities, currencies, interest rates and market indexes.

161 views • 6 slides

Independent Financial Advisors by Grant Davis Denver Colorad

381 views • 3 slides

Waldorf-Harding-Associates Chief Investment Officer

1888PressRelease - He outlined four broad trends that will shape the future of the global fund industry in a speech to financial advisors. Mr. Zianghu said that changes in regulatory schemes, advisory fee structures, and advice models, along with the growing demand for low-cost exchange-traded funds, are the "four forces" that will transform the investment industry in the years to come.

138 views • 2 slides

6Independent Broker Dealers - An Introduction

Independent Broker Dealers - An Introduction

107 views • 1 slides