I’ve lived on golf courses a long time—ever since I left the beach. Even played golf for a while but gave it up for archaeology. More accurately, gave it up to be a dig bum, where I’d perspire and PhD Archaeologist would dust off what I uncovered. Either way it Read more…
“Once contravention in old thinking is terminated, exercised discretion inspires self-realization” – Kevin Palmer Here is an example: http://www.smainstitute.com/Audio/KneeDeepInIt.mp3 The information contained herein has been obtained from reliable sources however may not be accurate and is not guaranteed by us. Readers are encouraged to undertake their own independent investigation Read more…
It was around this time of year in 1918, America was at war, we usually are—no judgment. That meant productivity was essential and so was saving energy. Well the rocket scientist Washington thought (oxymoron) that to save energy and produce more for the war effort, America needed more time, with Read more…
By Kassiy Waddell After leaving Merrill Lynch when the investment industry required a paradigm shift. Kevin Palmer orchestrate an alliance of Wall Street and business executives at Strategic Management Adisors (later sMa Institute) to build better Broker-Dealers. Their mission was to provide smaller financial firms the perspective needed to implement Read more…
How did WSJ get a Jeff Bezos private text message? Someone close to the story seeking justice and not unlike the way we acquired this confidential industry email to Attorneys at Law who support those working in the securities industry and who are falsely discharged. We start with a former Read more…
Brooke’s Note: There is something mercenary about the way that the former insurance broker-dealers get bought, sold, spruced up and staffed. The (formerly ING) Cetera and (formerly AIG) Advisor Group entities are equal parts grand rafts of human financial advisory potential and leftover insurance broker culture that meant not only Read more…
Brooke’s Note: There is something mercenary about the way that the former insurance broker-dealers get bought, sold, spruced up and staffed. The (formerly ING) Cetera and (formerly AIG) Advisor Group entities are equal parts grand rafts of human financial advisory potential and leftover insurance broker culture that meant not only Read more…
Brooke Southall has hit the nail on the head about Cetera. Here is Part 1 of Her Story February 20, 2019 — 12:24 PM MST by Brooke Southall Brooke’s Note: There is something mercenary about the way that the former insurance broker-dealers get bought, sold, spruced up and staffed. The Read more…
We continue with our series that examines a culture of oppression at Cetera under Robert Moore. In hopes contravention in old thinking can be terminated and exercised discretion can begin. Reasons are surfacing, but comment from the broker – dealer have been terminated, about Moore’s recently departure, raising questions about Read more…
In 2004 when becoming Financially Free, I joined with some former PaineWebber Weehawken executives to do consulting for the securities industry and focused on smaller broker-dealer firms like First Montauk, a former employer. Four years later inspired by John Watson I founded a Behaviorism Finance firm to access the newest Read more…