Month: September 2021

Money Smart Publishing to Publish “The Financial Advisor’s Digital Asset Practice Guide”

If you’re a financial advisor looking to grow a digital asset practice, you can’t afford to miss this book. Bitcoin and cryptocurrencies are quickly becoming an area of ​​interest for retail and institutional clients. Is your practice ready? Do you have a system in place to create a digital asset offering in your practice? If […]

How to find a socially responsible financial advisor

These days, becoming an ESG investor has never been easier. With a growing number of financial products focusing on environmental, social and governance issues, many investors are unsure which one best suits their needs. To help with this, some investors may consider financial advisers who can focus on ESG and provide investment ideas that closely […]

Creative, a DNI Company, Secures FAA Financial Analyst Support Contract

THE CITY OF OKLAHOMA, September 27, 2021 / PRNewswire / – Creative IT Solutions, LLC (Creative), an SBA 8 (a) Small Disadvantaged Business (SDB) certified tribal company, is delighted to announce that it has been assigned a prime contractor role as part of the Federal Aviation Administration (FAA) Training Services Division of Business Support, Finance, […]

Senior Financial Analyst job at Capital One

Plano Town Center (31064), United States of America, Plano, Texas Senior Financial Analyst Senior Financial Analyst Responsibilities: Develop the annual budget, monthly financial forecast and long-term financial plan Develop financial models and analyzes to support business growth and strategic initiatives Analyze current and past trends in key performance indicators, including the areas of income, expense […]

Financial Analyst – FMS NF4 job with Marine Corps Community Services (MCCS)

Major tasks Support the finance team by providing analysis and advice regarding process changes in accounting programs and financial systems for the implementation and any upgrades to the financial management system. Advises on the impact of system issues on accounting processes and procedures. Independently analyzes and evaluates continuous changes in program plans, systems and their […]

Federal lawsuit filed against Altoona-based former financial analyst

ALTOONA, Wis. (WEAU) – Altoona-based former financial analyst Michael Shillin faces federal civil charges for actions his former clients say stole from their financial futures and, in some cases, their health. The Securities and Exchange Commission filed its case in the Western District of Wisconsin on Thursday, September 23. In the filing, investigators say Shillin, […]

Trump judges demand consumers aggrieved by ‘payday’ loans drop class action lawsuit and arbitrate individual claims: judges upheld, fears upheld

“Judges confirmed, fears confirmed”Is a series of blogs documenting the damaging impact of President Trump’s judges on the rights and freedoms of Americans. Cases in the series can be found by number and by judge at this connect. Trump Ninth Circuit Judge Danielle Forrest, joined by Trump Judge Lawrence VanDyke, overturned district court and ruled […]

This Week in the Ninth: PowerPoints and Payday Loans | Morrison & Foerster LLP – Left Coast Appeals

This week, the court is relaunching an ERISA claim and forcing arbitration of a dispute over Internet tribal payday loans. WARMENHOVEN v. NETAPP, INC.The Court held that the PowerPoint presentations did not constitute plan documents and that, therefore, any representation they contained could not override ERISA’s default rule that social assistance plans can be changed […]

Definition of Chartered International Financial Analyst (LIFA)

What is a Chartered International Financial Analyst (LIFA)? The Chartered International Financial Analyst (LIFA) is a global professional certification for investment professionals offered by the International Research Association (IRA). The LIFA designation aims to help applicants achieve higher levels of professionalism and ethics in the profession of investment management and analysis. LIFA exams require a […]

Does everything work and no game makes a financial analyst boring? – University

Early careers for analysts in fields such as finance, consulting, and investment banking are renowned for their long hours, with analysts sometimes working 60 to 100 hours per week. These positions are also known to pay high salaries and offer promising career growth opportunities, but is the trade-off between a poor work-life balance and good […]

BOE candidate profile: Mara Franceschi, Financial Analyst, President of PTO at JP

By Donald Gilpin Mara Franceschi Two incumbents, Betsy Baglio and Brian McDonald, and two new candidates, Mara Franceschi and Jeffrey Liao, will run in the November 2 election for three available seats on the Princeton Public Schools (PPS) Board of Education (BOE) . The top three voters will win three-year terms on the BOE, starting […]

BOE candidate profile: Mara Franceschi, Financial Analyst, President of PTO at JP

By Donald Gilpin Mara Franceschi Two incumbents, Betsy Baglio and Brian McDonald, and two new candidates, Mara Franceschi and Jeffrey Liao, will compete in the November 2 election for three available seats on the Board of Education (BOE) of Princeton Public Schools ( PPS). The top three voters will win three-year terms on the BOE, […]

Definition of Certified Divorce Financial Analyst (CDFA)

What is a Chartered Divorce Financial Analyst (CDFA)? A Chartered Divorce Financial Analyst (CDFA) uses knowledge of tax law, asset allocation, and short- and long-term financial planning to arrive at fair divorce settlements. A CDFA can provide in-depth financial analysis and advice to lawyers and divorcing couples regarding divorce. CDFAs must have several years of […]

Zoom Video Communications to Host Financial Analyst Briefing During Zoomtopia

SAN JOSE, Calif., September 08, 2021 (GLOBE NEWSWIRE) – Zoom Video Communications, Inc. (NASDAQ: ZM) will hold a financial analyst briefing on September 13, 2021 at its first client event, Zoomtopia. The event will be hosted by members of the management team and will cover Zoom’s business strategy, opportunities and initiatives. Participants of the Financial […]

Julie Jason: Are you hiring a financial professional? 20 minutes of homework | Julie jason

Do you hate homework? How about 20 minutes of homework to check the background of the finance professional you want to hire? Here’s how. Start with BrokerCheck (, a free tool from FINRA (the financial sector regulator). As you can guess from the name, FINRA regulates the brokerage industry. On BrokerCheck, select the “individual” tab. […]

Hyde Park businessman and Wellesley financial analyst donate to Essaibi George super PAC

A Hyde Park businessman is pouring money into a super PAC supporting Annissa Essaibi George’s mayoral campaign, according to publicly available documents filed with state regulators. Sixteen companies related to Elias Akiki, who owns a towing and auto repair business in Hyde Park, each donated approximately $ 1,000 to Bostonians for Real Progress. The super […]

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