Agenda HTML: Agenda PDF: 1. CALL TO ORDER 2. ADDITIONS TO OR DELETIONS FROM THE AGENDA 3. AGENDA APPROVAL 3.1. Financial Advisory Committee Agenda – April 12, 2021 4. ADOPTION OF PREVIOUS MINUTES 4.1. February 8, 2021 Meeting Minutes 8. NEW BUSINESS 2020 Audited Financial Statements First Quarter 2021 Financial Report Reserve Policy Update 2021… Continue reading Finance Advisory Committee Meeting – 12 Apr 2021
James M. Mars, CFP, ChFC, Managing Partner of VisionPoint Advisory Group, describes the company’s unique approach to financial services and its offerings for independent financial advisors. TABLE OF CONTENTS: 0:01 – What We Do 0:42 – What is a Premier Advisor? 1:30 – How We Do It 2:26 – Financial Offering (compensation, equity and operational… Continue reading Opportunities for Financial Advisors – VisionPoint Advisory Group
#FDAboosters #boostershots #COVID19booster Yahoo Finance’s Anjalee Khemlani reports the latest on the FDA’s decision regarding covid booster shots. Don’t Miss: Valley of Hype: The Culture That Built Elizabeth Holmes WATCH HERE: Watch the 2021 Berkshire Hathaway Annual Shareholders Meeting on YouTube: Subscribe to Yahoo Finance: About Yahoo Finance: At Yahoo Finance, you get free stock… Continue reading FDA advisory panel votes against approving COVID-19 booster
Brad McInnes, co-founder of Tapico, and Samantha Seaton, CEO of Moneyhub Enterprise, shared their thoughts on some of the use cases for Open Finance in the advisory industry during our virtual OBE Open Finance panel. Brad states that the use of Open Finance for advisory services is really all about creating an aggregated view. Brad… Continue reading Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire
An “#OfficeHours with Michael Kitces” Periscope, looking at whether it’s really bad to name to financial advisory business after yourself. For further details, see
Interview with the Corporate Finance Advisory Team of the Year 2013 award winner, Deloitte.
Agenda HTML: Agenda PDF: OPENING OF COMMITTEE MEETING APPROVAL OF AGENDA Introduction of Late Items ADOPTION OF MINUTES Minutes of the March 19, 2020 Finance Advisory Committee Meeting PUBLIC COMMENTS ACTION ITEMS Review of Action Items from Previous Meetings (see minutes) BUSINESS ARISING FROM THE MINUTES On-Island Composting Feasibility Study (Carla Skuce, Parks and Environment… Continue reading FAC – Finance Advisory Committee Meeting – May 14, 2020 Open
Maro Kohi, CEO of Tanzania Securities Limited, gives an overview of the company’s three key business lines: securities brokerage, wealth management, and corporate finance advisory. “We are basically a financial services firm that offers diversified investment services and products. Our focus is financial institutions, corporations, and individuals. We have not started targeting governments or government… Continue reading Tanzania Securities Limited: Securities Brokerage, Wealth Management and Corporate Finance Advisory
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