Abnormal Returns

OCTOBER 16, 2023

ft.com) Finance The global banking business is doing just fine, thank you. axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. om.co) Five insights from "Writing for Busy Readers: Communicate More Effectively in the Real World" by Todd Rogers and Jessica Lasky-Fink. wired.com)

Financial Advising 225

Financial Advising Media Communication Banking 225

Abnormal Returns

MARCH 12, 2023

(theirrelevantinvestor.com) Bank runs happen because of people. etftrends.com) Silicon Valley Bank How SVB went wrong, an explainer. wsj.com) SVB's customers were not typical of other banks. riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem. drorpoleg.com)

Financial Advising 239

Financial Advising Startup Banking Communication 239

Good Financial Cents

JANUARY 11, 2023

A career in a major bank can be both rewarding and well-paying, with top positions garnering income of hundreds of thousands or even millions of dollars annually. For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. About the Banking Industry.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

The Big Picture

AUGUST 18, 2023

Okay, a little more snarky than typical Fed communications. But it’s a serious piece, addressing the real missteps that the US Central Bank made along the way to bringing the post-pandemic, fiscally induced price surges under control. With inflation at 3.2%, unemployment at 3.5% Hell, take the rest of the year off!

Communication 246

Communication Banking 246

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. What comes next?

Estate Planning 210

Estate Planning Retirement Communication Financial Planning 210

Abnormal Returns

MARCH 23, 2023

(theblock.co) Finance The current banking crisis can be traced back to the pandemic. theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. cnbc.com) The banking crisis highlights the importance of good, clear communication.

Financial Advising 185

Financial Advising Startup Banking Communication 185

Abnormal Returns

NOVEMBER 7, 2022

riabiz.com) Fifth Third Bank ($FITB) has launched an independent wealth advisory firm. advisorperspectives.com) Tax-loss harvesting requires proactive client communication. (investmentnews.com) The biz Charles Schwab ($SCHW) execs are trying to set expectations for the TDA switchover. thinkadvisor.com).

Compliance 269

Compliance Wealth Management Advertising Financial Advice 269

The Big Picture

AUGUST 9, 2023

Don’t miss my favorite chart from this week’s discussion 46 minutes deep into the episode ; its from Bank of America by way of Batnick (above). Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. Q/Q its +8.3%. When looking at any data series, the Base Effects matter.

Communication 246

Communication Banking Numbers 246

Abnormal Returns

DECEMBER 8, 2023

(infiniteloopspodcast.com) Matt Reustle talks Charter Communications ($CHTR) with Tony Coniaris and John Sitarz of Oakmark Funds. open.spotify.com) Ted Seides talks with Nicolai Tangen who is the CEO of Norges Bank Investment Management.

Advertising 216

Advertising Communication Economy Banking 216

Validea

APRIL 14, 2023

In a second consecutive week of outflows, Bank of America clients sold off around $2.3 See the Top Rated Banks In Today’s Market Using Validea’s Guru Stock Screener Though this year’s rally in the S&P 500 has buoyed many investors, there is still a great deal of uncertainty about how long the rebound will last.

Banking 52

Banking Clients Retail Portfolio 52

The Big Picture

FEBRUARY 11, 2023

We also discuss the value of some mystery at the central bank. There is (if possible) too much communication and too much communication from the Federal Reserve. Looking around the world, fixed income treats Emerging Markets and Developed Markets ex-US as a monolith but there are huge variations in quality.

Communication 177

Communication Banking Investing Investments 177

Abnormal Returns

JULY 18, 2023

axios.com) Space Viasat's new $700 million communications satellite is likely a full write-off. theinformation.com) Finance Banks are having to boost deposit rates to hold onto deposits. (om.co) Hollywood strikes are, in part, about the prospects of AI use. arstechnica.com) SpaceX is expected to double revenue in 2023.

Financial Advising 237

Financial Advising Media Financial Advisor Communication 237

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. She is also a member of Man Group’s senior executive governance committee.

Compliance 300

Compliance Communication Government Banking 300

Abnormal Returns

AUGUST 23, 2023

time.com) Family Communicating about money with your partner never really ends. humbledollar.com) Why banks offer flashy CD 'specials.' (awealthofcommonsense.com) Not everyone wants to travel widely in retirement. humbledollar.com) Why QCDs can be so valuable, tax-wise. humbledollar.com) Don't believe the myths about aging.

Estate Planning 239

Estate Planning Retirement Communication Taxes 239

Advisor Perspectives

DECEMBER 12, 2023

Federal Reserve Chair Jerome Powell faces a communications conundrum at the central bank’s policy meeting this week. Luckily for him, he could just let the Summary of Economic Projections do most of the talking — and avoid unnecessary misunderstandings.

Numbers 52

Numbers Communication Economics Banking 52

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? Today they are among the largest Cloud Communication providers in the world. Tanla’s revenues are derived from its digital platforms and enterprise communications businesses.

Planning 69

Planning Communication Certification Healthcare 69

Trade Brains

DECEMBER 14, 2023

The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). The Bank covers India with 7821 branches across the country. The Bank was a subsidiary of the now-merged HDFC Ltd, which was India’s largest Housing Finance entity.

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

APRIL 30, 2024

Just within two years of time, Ketan Parekh Scam deceived so many investors as well as banks and the stock market that it became a case study for many these days. He not only manipulated stock prices but also played games with banks in order to get funds to swindle the share prices and rule over the market. His loan accumulated to Rs.

Marketing 105

Marketing Marketing Banking Management 105

Abnormal Returns

DECEMBER 9, 2023

scientificamerican.com) How to use lasers to communicate in space. wsj.com) Why do South Korean baskeball players bank their free throws? (theconversation.com) The case for swapping stones for concrete. theatlantic.com) Santa Catalina island is overrun with deer. nytimes.com) Space NASA is experiencing a brain drain.

Medicine 242

Medicine Food Manufacturing Financial Advising 242

Calculated Risk

JULY 5, 2023

Excerpt: The economic forecast prepared by the staff for the June FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year , followed by a moderately paced recovery. emphasis added

Economics 117

Economics Communication Banking Economy 117

Calculated Risk

OCTOBER 30, 2022

In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 in September.

Communication 138

Communication Banking Economy Economics 138

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising 130

Advertising Portfolio Management Economy Communication 130

Abnormal Returns

AUGUST 12, 2022

Anat Admati co-author of "The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It." youtube.com) Bill Brewster talks with Tom Morgan, Director of Content and Communications at The KCP Group, the 'most interesting man in finance.' (theverge.com) Economics 30 economics-related podcasts that Cardiff Garcia recommends.

Communication 130

Communication Food Economics Banking 130

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm's business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 225

Compliance Clients Advertising Accounting 225

Trade Brains

SEPTEMBER 27, 2023

Large Cap Stocks with High FII Holdings #1 – One97 Communication (PayTM) PayTM (or Pay Through Mobile), is a name every Indian is familiar with, as the revolutionizer of the mobile banking industry in India. PayTM’s parent ‘One97 Communication’ was founded by Vijay Shekhar Sharma. 1,782 before falling to Rs.

Healthcare 59

Healthcare Banking Communication Government 59

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 March 2023 0.0

Banking 110

Banking Economics Economy Communication 110

Nerd's Eye View

MARCH 26, 2024

And be certain to listen to the end, where Michael shares how moving from a large, firm-supported environment to an independent practice wasn't as hard as he expected because he could easily integrate tools and platforms he was already familiar with (and had the financial ability to get a $50K bank loan to buy a big chunk of SmartAsset leads, which (..)

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

MarketWatch

MARCH 16, 2023

The company also “communicated moderate deposit outflows and insured deposits in excess of 50% of total deposits,” Fitch said. The ratings agency said the Federal Reserve Bank’s Bank Term Funding Program “provides a further liquidity backstop at favorable terms” for Western Alliance Bancorp.

Communication 75

Communication Insurance Banking Marketing 75

Trade Brains

APRIL 12, 2023

(formerly Himachal Futuristic Communications) was founded in 1987 by Mr Mahendra Nahata. It has been involved in the execution of several greenfield projects such as CDMA/GSM networks, satellite communications, cell sites, cable networks, and more. Equitas Small Finance Bank Ltd. 7,800 EPS ₹4 Stock P/E 16 RoCE 7.2%

Banking 97

Banking Retail Communication Manufacturing 97

International College of Financial Planning

MAY 9, 2024

Moreover, the integration capabilities of these budgeting tools with multiple banking and credit accounts transform how individuals view and manage their finances. Modern customer relationship management (CRM) systems also streamline client communications by efficiently tracking interactions and automating routine communications.

Investing 52

Investing Investments Investment Advisor Budgeting 52

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. But as impressive U.S. And one of the ways they have done so is by installing roundabouts. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Clever Girl Finance

AUGUST 15, 2022

So that being said, the key ingredient to conquering finances in marriage is communication. You may have different spending habits, monthly expenses, and even communication skills when you first get married. Ways to communicate about finances in marriage. It might also be helpful to know how to communicate in a healthy way.

Communication 69

Communication Accounting Budgeting Planning 69

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm’s business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 229

Compliance Clients Advertising Accounting 229

Darrow Wealth Management

MAY 6, 2024

But your parents may have kept them at home or in a bank security deposit box. As the executor, you’ll need to open an estate account An estate account is a bank account that’s set up to pay expenses and receive income owed to your deceased parent while the estate is settled. Who is the attorney who drafted the estate plan?

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Nationwide Financial

AUGUST 3, 2022

central bank stated that a 75 basis-point increase was “not something the committee is actively considering.” For example, a transparent monetary policy in which the central bank, like the Federal Reserve, clearly commits to suppressing inflationary pressures at any cost.

Economics 105

Economics Banking Communication Economy 105

Harness Wealth

MARCH 5, 2024

“Over the last decade, fintech has seen remarkable innovation, creating better entry points for a wide spectrum of services from banking to insurance, investing, and more. From there, tax advisors use the Harness client portal for efficient communication, fostering long-term relationships with clients.

Taxes 52

Taxes Clients Communication Financial Advice 52

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130