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 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…
February 25th 2019: Famous watch maker Breitling again denies to honor another guarantee. The Breitling service center in Wilton Connecticut has had many similar complaints over the past year. They were never solved but diligently responded to in order to give a good impression to consumers. Breitling are not alone Read more…
DATELINE SCOTTSDALE My own wealth was a surprise. As Securities Sales Supervisor in the securities industry I managed financial advisor sectors for a former employer that was the largest broker-dealer firm in the country. No Financial Industry Regulatory Authority, stock broker or corporation has a lock on investing in the Read more…