Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investing 237

Investing Investments Financial Advising Retirement Planning 237

SEI

SEPTEMBER 6, 2022

Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . The Sphere blog. Build momentum now. .

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 143

Banking Economics Economy Business Planning 143

James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value. and Europe.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So it was a great training ground to understand how, you know, theoretics went, went into the practical business. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. Is that the moral hazard?

Banking 143

Banking Portfolio Assets Investing 143

The Big Picture

JULY 18, 2023

And the thesis was let’s strike deals with the victims’ attorneys and let’s strike deals with the regulators and the government and strike deals with the bondholders and move the company through bankruptcy. Now what they’ve also done is they’ve worked really hard to build a real financial services sector there.

Investing 130

Investing Investments Assets Insurance 130