Paul Tudor Jones made some waves last week on a CNBC interview: He’s worried government spending and deficit levels are going to lead to a crisis: “The question is after this election will we have a Minsky moment here in the United States and U.S. debt markets?” Jones said, referring to shorthand for a dramatic … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board “increasingly functions as a de facto private regulator for CFP certificants” and proposes that CFP Board eliminate … Read more
Brown, Goldstein & Levy was a proud sponsor of Celebrate Pro Bono 2024, hosted on Wednesday, Oct. 23 by the Maryland Volunteer Lawyers Service (MVLS). The annual event was held at the Reginald F. Lewis Museum, where 10 awardees were recognized for their exceptional commitment to pro bono practice and to their communities. In addition … Read more
Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e., continuing education) and often held a space for the vendors who served those advisors, with organizations like … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study by Cerulli Associates and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness of the … Read more
