Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog.

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Accounting Consulting Consultants Due Diligence 52

Diamond Consultants

NOVEMBER 29, 2022

Internal investigations are exactly what they sound like, a review undertaken by your firm’s legal and compliance team to gather the facts surrounding a potential infraction. For those that will, there will be an extensive review of the situation by the firm’s legal and compliance team. Let’s start with internal investigations.

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Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans. Stimpyz1 Yikes.

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Debt Pension Funds Banks Due Diligence 52

Mr. Money Mustache

JANUARY 29, 2021

With your cash, it happens at your own pace (it could be as fast as one day, but 3-4 weeks is reasonable if you are doing inspections and other due diligence. From a legal and accounting perspective, all I’ve done is bought a house as an investment. It can be 6-8 weeks between offer and closing.

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The Big Picture

JANUARY 9, 2024

Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman? But a component of it was also like thinking through all these like legal and regulatory and quasi legal regimes. You know, it was all this like structuring and like tax and legal and accounting stuff.

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Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. I am a CFA® charterholder and I used to be a financial advisor. Variable products, yes. SARA GRILLO: They should. And 0:30:26.4

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. Is this blog able to be consumed by the public… 0:34:06.9 Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. And so 0:33:56.9

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Sara Grillo

SEPTEMBER 26, 2022

For those of you who are new to my blog, my name is Sara. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR will be on the “against” team. Scott Salaske of Firstmetric. Scott will be on the “against” team. I am a CFA® charterholder and financial advisor marketing consultant. Grillo: Next question.

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Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. Thanks for reading our blog about the drawbacks of ESG investing. So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. appeared first on Sara Grillo.

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Diamond Consultants

NOVEMBER 6, 2024

Whether or not you are actively thinking of making a move, advisors must remain vigilant in protecting their confidentiality around any due diligence they perform. Limit or avoid informing staff and junior members of the team of your intentions or plans until absolutely necessary and advised by the new firm or legal counsel.

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Prospects Due Diligence Education Consulting 52

Diamond Consultants

MARCH 25, 2025

Accordingly, most advisors will demo key pieces of tech and speak to firm leadership across various core competencies during the due diligence process (for example, if you are an advisor who trades a lot of municipal bonds, you might speak with the firms head of fixed income trading). And thats not a bad thing!

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Pension Pulse

NOVEMBER 22, 2024

The Adani Group said in a statement that the charges are “baseless and denied” and that it plans to use all legal means to fight them. Julian Gratiaen, who oversees legal aspects of Omers’ infrastructure assets in Asia, has been on Azure’s board since July. Adani Green sought to raise money from U.S. law, American authorities say.

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