Norman Marks

MAY 3, 2022

Every year, the Association of Certified Fraud Examiners (ACFE) publishes a report on fraud. The latest is the 12th in the series, Occupational Fraud 2022: A Report to the nations. My congratulations and thanks go to the ACFE for an excellent report. I remember how early reports included the employees’ use of company assets like […].

Assets 64

Assets 64

The Irrelevant Investor

MAY 3, 2022

Today’s Animal Spirits is brought to you by Composer and Masterworks See here for the new 60/40 portfolio by Composer Go to Masterworks.io/animal to learn more about investing in contemporary art. On today’s show we discuss: This is an average drawdown More worried about the bond market than the stock market Home equity created by the pandemic housing market Adjustable-rate mortgage demand hit's highest demand since 2009 Microsoft earnings Spotify earnings Chipotle earnings Amazon earnings Ap

Marketing 52

Marketing Marketing Portfolio Investing 52

Diamond Consultants

MAY 3, 2022

By Mindy Diamond & Louis Diamond. There’s been an interesting shift in movement amongst one sector of wealth management: private bankers. Transitions by this constituency have risen dramatically over the last two years attributed in large part to the increased appetite of firms like UBS, Morgan Stanley, Merrill, and First Republic. By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks.

Banking 52

Banking Wealth Management Commission Assets 52

Advisor Websites

MAY 3, 2022

With this acquisition, Snappy Kraken will significantly grow market share while simultaneously expanding its capabilities for serving advisors with websites, branding, and other creative services.

Financial Advisor 52

Financial Advisor Marketing Marketing 52

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