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GUEST:Gene Goldman, CFA - Chief Investment Officer and Director of Research, Cetera Investment Management Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds, and other investment-related topics. Mr. Goldman also helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.  Mr. Goldman received his Bachelor of Science in engineering from Worcester Polytechnic Institute in Worcester, MA, and his Master of Business Administration with a concentration in finance from Northeastern University in Boston. ABOUT CETERA® INVESTMENT MANAGEMENTCetera Investment Management LLC is an SEC-registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance and other investment advice that can help you advance your business and client relationships. For more information, please reference the Cetera Investment Management LLC.

--> Vokabel-Flashcards zum Thema "Finanzen": https://quizlet.com/_48et3i Bitcoins et cetera ... Alle reden von Bitcoins. Was ist das eigentlich? Es ist eine digitale Währung – so viel ist jedem klar. Der Wert von Bitcoins hängt von Angebot und Nachfrage ab und ist somit starken Schwankungen unterworfen. Es gibt die Geschichte, dass jemand vor einiger Zeit zwei Pizzen für 10 000 Bitcoins gekauft hat. Er konnte nicht ahnen, dass diese 10 000 Bitcoins ein paar Jahre später weit über 20 Millionen Dollar wert sein würden. Lange Zeit wurden Bitcoins nur für Internet-Käufe genutzt. Inzwischen aber lässt beispielsweise Japan die Währung bereits neben dem Yen gelten. Es heißt, dass Transaktionen mit Bitcoins auf Grund der verwendeten Verschlüsselungstechnik extrem sicher sind. So ein Zahlungssystem ist sehr interessant in einer Zeit des weltweiten Handels, wo sich Käufer und Verkäufer in der Regel nicht kennen. Andererseits bietet es natürlich auch ungeahnte Möglichkeiten für dunkle Geschäfte. Keiner weiß, wie es mit Bitcoin und vergleichbaren Währungen weitergehen wird, aber es besteht kein Zweifel, dass die Blockchain-Technologie, die dahintersteht, die Finanz- und Geschäftswelt von Grund auf verändern wird. --> https://wp.me/P7ElV2-kB

Mark speaks with the head of Cetera Business Consulting Michel Dillon why there aren't enough women in the Financial Advice and Planning industry. It's now offering great careers.More About Michelle Dillon: Michele is the Head of Business Consulting for Cetera, where she focuses on providing financial professionals with a growth framework that meets them where they are to help them optimize their businesses and enhance efficiency. She leads her team in providing coaching, practice management, succession planning, advisor business development and growth programs that enable Cetera’s financial professionals to deliver an Advice-Centric Experience® to clients. Michele is an accomplished senior-level leader in the investment and wealth management industry who has worked across learning enablement, leadership development, growth strategy, business development, and marketing for nearly three decades. She has a proven track record of growing and transitioning financial professionals’ practices to more sustainable, growth-oriented business models with keen attention to training. For more information please visit: www.cetera.com

Jon Anderson Director, Retirement Plan SolutionsJon Anderson is the director of Retirement Plan Solutions at Cetera Financial Group and a member of Cetera’s Advisor Growth leadership team. In this role, Jon leads the strategic expansion of the group’s qualified retirement plan offerings to support retirement‐plan focused advisors.Prior to joining Cetera, Jon was vice president for institutional sales at BrightScope, an innovative independent provider of software, analytics, and data to the financial services industry, headquartered in San Diego, California. There, he was responsible for expanding the firm’s offering to leading broker‐dealers, DCIO asset managers and record‐keepers, while gaining invaluable knowledge specific to data unique to the retirement‐plan industry. Previously, he served as west region manager of the Retirement Partners division for LPL Financial, where he worked closely with some of the leading financial advisors, service providers and other professionals in the retirement plan industry to help create LPL’s comprehensive offering. Jon also brings to Cetera his extensive experience with strategic planning and a unique perspective through his roles as a wealth manager for Colorado Financial Partners (LPL Financial) and financial advisor for AIG Retirement.Jon earned his B.A., cum laude, in economics from the Franciscan University of Steubenville. He is also co-founder and director of the Jeffrey J. Anderson Business Leader’s Scholarship offered at Franciscan University. He holds the Accredited Investment Fiduciary (AIF)© designation, the Professional Plan Consultant (PPC) designation, and the Certified 401(k) Professional (C(k)P) designation at UCLA’s Anderson School of Management Executive Education. He lives in San Diego with his wife and three sons.