The Big Picture

MAY 20, 2023

This week, we speak with Robyn Grew, currently, the President at Man Group, and effective September 1, the firm’s new CEO. The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. 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.

Compliance 300

Compliance Communication Government Banking 300

The Reformed Broker

MAY 20, 2023

I’m coming out to Texas and I’m bringing the squad with me. June 12th, 13th, and 14th we’ll be posted up downtown ready to talk about your portfolio, your plan, your estate situation, your retirement and anything else you’re looking for answers about. We do this for wealthy families all over America, day in and day out. Now’s your chance to see what we bring to the table, live and in-person.�.

Retirement 169

Retirement Portfolio Planning 169

The Big Picture

MAY 20, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Forgotten Titanic of the Pacific: A tale of disaster, survival, and ghosts. A person prone to superstition might be forgiven for thinking that the Valencia was cursed. Built in 1882, the ship was fired upon the following year near the island of Curaçao, and again four years later, this time by a Spanish warship just off the Cuban coast.

Transportation 285

Transportation Education 285

Abnormal Returns

MAY 20, 2023

AM radio Automakers are looking to remove AM radios from new cars. (washingtonpost.com) Congress may force automakers to keep AM radios. (variety.com) Autos The U.S. auto fleet is only getting older. (axios.com) Why would GM ($GM) car buyers pay for stuff they can get on their phones? (daringfireball.net) Why EVs are going to win. (noahpinion.blog) Energy Jeronimo Gonzalez, "Finland opened a new nuclear power plant last month, sending electricity prices down by 75%.

Education 130

Education Financial Advising Media Food 130

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Wealth Management

MAY 20, 2023

Preliminary results from a targeted exam indicated communications related to crypto asset securities products and services had four times the non-compliance rate of other kinds of products.

Communication 117

Communication Compliance Assets 117

The Irrelevant Investor

MAY 20, 2023

Articles At the end of last year, the balances sitting in cash sweep made Schwab the 12th largest bank in America. (By Marc Rubinstein) The AI euphoria offers a mask for just how bad the rest of the startup industry really is. (By Eric Newcomer) One of the great luxuries of longevity in this business is the ability to look back and learn from our mistakes.

Startup 88

Startup Banking 88

Advisor Perspectives

MAY 20, 2023

Although attendance was down this year compared to last—mostly because Bitcoin’s price is still off its record high of approximately $69,000, set in November 2021—there was nevertheless an impressive turnout of investors of all ages, industry leaders, policymakers and more.

75

75

Calculated Risk

MAY 20, 2023

The key reports this week are the second estimate of Q1 GDP, April New Home Sales, and Personal Income and Outlays for April. For manufacturing, the May Richmond and Kansas City Fed manufacturing surveys will be released. -- Monday, May 22nd -- No major economic releases scheduled. -- Tuesday, May 23rd -- 10:00 AM: New Home Sales for April from the Census Bureau.

Manufacturing 52

Manufacturing Sales Economics 52

Advisor Perspectives

MAY 20, 2023

We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy.

Economy 52

Economy Investing Investments 52

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking