The Big Picture

MAY 30, 2023

BRYANT: And so when this guy told me that we’re, at that time, 10,000 banks, hundreds of thousands of bankers, 100,000 banks. RITHOLTZ: Were there banks in your neighborhood or were you an unbanked … BRYANT: Well, I mean, it was so few you knew where they were, put it that way, right? Oh, of a bank account.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company.

Math 130

Math Management Insurance Assets 130

Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it. There are no additional fees.

Management 80

Management Investing Investments Wealth Management 80

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Clients 286

Clients Wealth Management Investing Investments 286

Good Financial Cents

JULY 21, 2022

Pros Specializes in providing financial services for current and former members of the U.S. But they have since expanded their product menu to include banking, investing, retirement, financial advice, and other services. For example, it offers more than 120 technical indicators to help you evaluate stocks.

Accounting 98

Accounting Commission Investing Investments 98

Good Financial Cents

JULY 8, 2022

Here is our numerical ranking of the six best options trading platforms of 2022: Firstrade : Best All-Around E*TRADE : Best for New Account Bonus Webull : Best for No-Fee Options Trading Robinhood : Best for No-Fee Options Trading TD Ameritrade : Best for Trading Platform Ally Invest : Best for Comprehensive Financial Services.

Commission 53

Commission Accounting Financial Services Investing 53

Good Financial Cents

SEPTEMBER 2, 2022

Here are a few benefits of investing in apartment buildings: You can get a positive cash-flow asset that pays you every month. There are three crucial factors to consider before deciding how to invest in an apartment building: Your risk tolerance. Can you handle the risk involved with investing in an apartment building?

Investing 98

Investing Investments Budgeting Management 98

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. The bank is going to credit you 4.95%. New York State Department of Financial Services. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 2017, Nov 15).

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. And I went to pitch this asset management guy on why he should come be a part of that process. I think we are very much an owner of assets.

Clients 141

Clients Investing Investments Assets 141

Good Financial Cents

FEBRUARY 15, 2023

Tweet “They have come a long way since inception and now allow you to invest in alternative assets like artwork and cryptocurrencies. But they also offer their Wealth Management service for investors with at least $100,000 to invest. Provides other financial services, including banking and most loan types.

Investing 93

Investing Investments Commission Risk Tolerance 93