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1دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. Apr2024, Vol. 54 Issue 3, p18-23. 5p. 4 Color Photographs.
مصطلحات موضوعية: *INVESTMENT advisors, SOCIAL media, CROWDS, WOMEN'S History Month
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2دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. Jun2024, Vol. 54 Issue 5, p14-16. 3p. 1 Color Photograph.
مصطلحات موضوعية: *LAWYERS, *CONSULTANTS, *WORKERS' compensation, EMPLOYEE Retirement Income Security Act of 1974
الشركة/الكيان: MORGAN Stanley & Co. LLC , FINANCIAL Industry Regulatory Authority
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3دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. Jun2024, Vol. 54 Issue 5, p7-10. 3p. 1 Color Photograph.
مصطلحات موضوعية: *CONSULTANTS, *FINANCIAL planners, *ONBOARDING (Management coaching), *TAX planning, POLYAMORY, COUNSELING in higher education
People: MOORE, Alan, 1953-
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4دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. Jan/Feb2024, Vol. 54 Issue 1, p22-28. 6p. 5 Color Photographs, 1 Chart.
مصطلحات موضوعية: *QUARTERLY reports, *INVESTMENT advisors, *COMPOUND annual growth rate, *COMMERCIAL real estate
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5دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. Jan/Feb2024, Vol. 54 Issue 1, p6-21. 3p. 1 Color Photograph.
مصطلحات موضوعية: *CONSULTANTS, *FINANCIAL planners, *SMALL business, PARENTS, MARRIED women, COUNSELING in higher education
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6دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. Nov/Dec2023, Vol. 53 Issue 9, p16-32. 3p. 1 Color Photograph.
مصطلحات موضوعية: *ARTIFICIAL intelligence, *CRYPTOCURRENCIES, *ALTERNATIVE investments, *DATA protection, *MARKETING, *CONFLICT of interests
الشركة/الكيان: UNITED States. Securities & Exchange Commission
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7دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. May2024, Vol. 54 Issue 4, p34-35. 2p. 1 Color Photograph.
مصطلحات موضوعية: *ARTIFICIAL intelligence, *ELECTRONIC wallets, *WALLETS, *TECHNOLOGICAL innovations, GENERATIVE artificial intelligence, CHATBOTS
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8دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. May2024, Vol. 54 Issue 4, p32-33. 2p. 1 Color Photograph.
مصطلحات موضوعية: *EXCHANGE traded funds, *CONSULTANTS, *INVESTORS, *REAL estate investment trusts
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9دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. May2024, Vol. 54 Issue 4, p30-31. 2p. 1 Color Photograph.
مصطلحات موضوعية: *REAL estate investment trusts, *PORTFOLIO diversification, *VENTURE capital, *INVESTORS, *PRIVATE equity, *ALTERNATIVE investments, *GOING public (Securities)
الشركة/الكيان: MORGAN Stanley & Co. LLC
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10دورية
المؤلفون: Shaw, Dan (AUTHOR)
المصدر: Financial Planning. May2024, Vol. 54 Issue 4, p18-19. 2p. 1 Color Photograph.
مصطلحات موضوعية: *CRYPTOCURRENCIES, *FINES (Penalties), *CIVIL restitution, *MONEY laundering, *INVESTORS, RUSSIAN invasion of Ukraine, 2022-, VICTIM compensation
الشركة/الكيان: FINANCIAL Industry Regulatory Authority , EVERSHEDS Sutherland LLP