Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

A qualified disability expense is a broad definition that includes things like housing, food, transportation, education, assistive technology, personal support services, healthcare expenses, and financial and administrative services. What are considered qualified expenses for ABLE accounts? Who is eligible for an ABLE account?

Accounting 98

Accounting Due Diligence Taxes Mutual Funds 98

Sara Grillo

APRIL 19, 2024

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Due Diligence 97

Due Diligence Legal Accounting Education 97

Diamond Consultants

DECEMBER 19, 2023

This is Diamond Consultants’ annual endeavor to set the record straight: What are the most common “myths” that can stall an advisor’s plans to realize their full potential? But more than that, there is power in conducting due diligence. Let’s dive in: “ The wirehouse world is truly open architecture.”

Due Diligence 52

Due Diligence Education Consulting Consultants 52

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring. In 2020, Ms. This will not be your typical ESG fund.

Finance 52

Finance Financing Due Diligence Funds 52

Sara Grillo

DECEMBER 22, 2023

Please conduct your own due diligence and come to your own decision. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. If you have questions about anyone on this list, let me know.

Due Diligence 52

Due Diligence Legal Consulting Consultants 52

Diamond Consultants

JUNE 23, 2022

Get educated on the landscape. After your own due diligence, you may find that the new BD is actually the right one for you. Start the process of fully vetting the acquiring firm’s offerings, platform, and retention package. Things have changed a lot, even in just the past year.

Due Diligence 52

Due Diligence Education Financial Services Assets 52

Indigo Marketing Agency

FEBRUARY 6, 2020

In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well.

Due Diligence 52

Due Diligence Education Consulting Consultants 52

Axial

OCTOBER 26, 2023

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. In addition to educational courses, we develop robust financial models to create clarity around potential growth strategy.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

AUGUST 23, 2024

Click here to subscribe to Exit Ready , the Axial newsletter that distills the best content, tips, and guides designed to educate exit-minded business owners running $5-$100M businesses. So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

Fortune Financial

MAY 4, 2023

Educational & Learning Opportunities In STEM Fields: 3D printing provides an engaging and hands-on approach to learning. Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions. Please consult with a qualified professional for this type of advice.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

MAY 24, 2024

Please conduct your own due diligence and come to your own decision. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. If you have questions about anyone on this list, let me know.

Due Diligence 52

Due Diligence Education Consulting Consultants 52

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Before we get into it, here are some resources that may help you.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. Please consult a consultant. If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! And 0:30:26.4 If that makes sense.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

Zajac Group

JULY 8, 2024

As you do your due diligence on your equity compensation offer, here are four important details to focus on: Vesting : When will your equity stake go from unvested to vested? First and foremost, there is a wide variety of equity compensation, and each form might be governed by different rules and regulations.

Taxes 52

Taxes Legal Due Diligence Stakes 52

The Motley Fool

AUGUST 21, 2023

We're deeply committed to regulatory due diligence and compliance. ColdHaus supports the business with our distribution of non-owned retail across the country by focusing on expanding our innovation listings, driving our core assortment, education and engagement, and collecting competitive data and retail insights.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Leveraging 130

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Robert will be on the “for” team. JR will be on the “against” team.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. There were financial experiments where the borrower hadn’t been through due diligence.

Hedge Funds 57

Hedge Funds Banks Assets Capital 57

The Big Picture

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. To me, the core mission of universities should be educating the students who go through — RITHOLTZ: One would think. If you were just paying for education, it should be one-tenth of that. RITHOLTZ: Right.

Education 117

Education Finance Financing Taxes 117