The Big Picture

JULY 1, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form 4-day weekend reads: • A $100 Billion Wealth Migration Tilts US Economy’s Center of Gravity South : Some 2.2 His firm got $700 million in exchange, a lawsuit claims. ( New York Times ) • ‘People are like, Wow!’: The weekend is here!

Recruitment 140

Recruitment Government Consulting Management 140

Mish Talk

DECEMBER 11, 2022

The pseudo audit was by Mazars, a mid-tier global accounting firm according to the Wall Street Journal. It’s important for us to show users that the coffers are not bare, like at FTX,” said Binance’s chief strategy officer, Patrick Hillmann. The auditor requires us to send a specific amount to ourselves to show we control the wallet.

Assets 362

Assets Accounting Clients Economics 362

The Big Picture

MARCH 22, 2023

New York Times ) • Cool People Accidentally Saved America’s Feet : Millennials popularized bulky, super-cushioned shoes. A popular, growing class of drugs for obesity and diabetes could, in an ideal world, help us see that metabolism and appetite are biological facts, not moral choices. ( Then Millennials got old. (

Risk Management 278

Risk Management Manufacturing Management Government 278

The Big Picture

MARCH 21, 2023

The Big Picture ) • The good news : Anyway, the Europeans take a stake in First Boston and then, a decade later in the late 80’s, they buy the rest of the company, creating Credit Suisse First Boston. New York Times ) see also Small banks, big reach : Everything you wanted to know about US regional banks but were too afraid (bored) to ask.

Banking 275

Banking Investing Investments Management 275

The Big Picture

OCTOBER 26, 2022

There is a rosy projection for the US economy. Why so rosy despite all the bleak news? CNN ) but see also NABE Survey: US Already in Recession or Will Be Soon : Almost two-thirds of respondents in a survey of business economists say the US is either already in a recession or has better-than-even odds it will be within the next year.

Banking 130

Banking Economy Economics Retail 130

The Big Picture

JANUARY 7, 2023

99 Good News Stories You Probably Didn’t Hear About in 2022 : The world didn’t fall apart this year. You just got your news from the wrong places. You just got your news from the wrong places. The Secret Life of Plant Killers : To take out invasives, the US relies on crews wielding hatchets, chainsaws, and herbicide.

Communication 255

Communication Management Marketing Marketing 255

The Big Picture

SEPTEMBER 21, 2022

For Gen Z, TikTok Is the New Search Engine : Need to find a restaurant or figure out how to do something? . The Sinaloa Cartel Is Controlling Water in Drought-Stricken Mexico : “Water is now a valuable asset for us, and as it becomes more scarce, the more we will fight to make sure we have enough,” a cartel operative told VICE World News.

Financial Advice 273

Financial Advice Engineering Economy Management 273

MarketWatch

MAY 10, 2023

IEP on Wednesday issued a firm rebuttal against a short-selling report accusing it of inflating asset values that has shaved some $6 billion of its market cap in a few weeks. We recently have taken steps to reduce the short positions in our hedge book and concentrate for the most part on activism, which has served us so well in the past.

Government 75

Government Portfolio Assets Investing 75

The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. So the public companies looking to buy lots of acquisitions and they would have us running the numbers with their people for them as they would have Bain and Company in two of these situations doing the strategic work alongside their management team.

Investing 173

Investing Investments Management Numbers 173

The Big Picture

JANUARY 24, 2023

He is the person who essentially stood up the LBO department at Goldman Sachs when essentially there were half a dozen or so private equity firms in the country. Eventually, Steve takes his experience and knowledge and stands up his own firm, New Mountain Capital, which is one of the largest private equity shops in the world.

Investing 256

Investing Investments Numbers Banking 256

The Big Picture

SEPTEMBER 22, 2022

US News ). • A Gnarly New Theory About Saturn’s Rings : The story of a long-lost moon. ( It was a way of separating yourself for a moment from the nastiness.” ( New York Times ). The Hustle ). Does Money Make You Happy? Daring Fireball ). • Wall Street Journal ). • The Atlantic ).

Transportation 158

Transportation Media Investing Investments 158

MarketWatch

MAY 11, 2023

“Rather than putting all [of the risk] on its balance sheet, maybe they keep 50 cents [on the dollar], and put 50 cents with us,” Gray said, according to the newspaper’s report. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news.

Banking 40

Banking Insurance Assets Clients 40

The Big Picture

DECEMBER 19, 2022

Why does good news about the economy sound bad to the Fed? The complicated reason why could push us into a recession. El-Erian; the firm is a sponsor of the Greenwich Economic Forum. Institutional Investor ). • Wages and employment are high — but so is inflation. What if TikTok really just wants to sell you stuff?

Retail 140

Retail Management Economy Economics 140

The Big Picture

JULY 25, 2022

Compare this with the response to Q1 earnings (April) when various firms were savagely punished for barely missing consensus expectations. General rule of thumb: Companies that disappoint but don’t sell off tend to have the bad news already in their prices. Companies have disappointed but have not been broadly punished for it.

Economy 342

Economy Economics Engineering Food 342

MarketWatch

APRIL 13, 2023

Digital-media and analytics firm Adobe Inc. government customers and are pleased to have this matter behind us.” Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news. We value our relationships with the U.S. government and U.S.

Digital Media 52

Digital Media Government Media Management 52

Discipline Funds

JULY 6, 2023

For instance, firms with a low cost of capital are now being forced to renew contracts at these higher costs. That’s the bad news about higher for longer. The good news about higher for longer is that conservative investors are having a field day with cash. We haven’t seen 6 month T-Bills at 5.5% for 20 years.

Taxes 62

Taxes Economics Economy Accounting 62

Diamond Consultants

AUGUST 23, 2023

UBS is a mystery, even to many of its own advisors—who, with surprising consistency, point out contradictions within the firm that force them to weigh the good against the bad on a regular basis. On the other hand, the firm is experiencing significant advisor attrition.

Recruitment 52

Recruitment Wealth Management Clients Communication 52

The Big Picture

FEBRUARY 6, 2024

That’s kind of unusual these days in finance to stay with one firm for, gee, it’s almost 30 years. I think GMO felt very familiar when, to me, when I joined as a smaller firm, I think maybe 60 people at the time. And the firm’s grown. So it’s a, it’s a global firm. What makes GMO so special?

Valuation 130

Valuation Investing Investments Assets 130

Trade Brains

JANUARY 20, 2024

Financials A closer look at Praveg’s financials is essential to understand what the numbers tell us about the company. Future Outlook Crisil, a leading rating agency, projects a positive outlook for top hotel firms in 2024. The Company achieved Revenue of Rs 84.86 crore, a rise of 87.36% as compared to the previous year of Rs 45.29

Government 104

Government Management License Planning 104

Tobias Financial

MARCH 8, 2023

We have some exciting news. Tobias Financial Advisors was chosen as one of this year’s top 75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews then uses the data to arrive at the top 75 companies based on the feedback.

Financial Advising 52

Financial Advising Financial Advisor Clients 52

Zoe Financial

JANUARY 17, 2024

The reason on its own is big news, considering Bill has been a pioneer within the industry. So, it’s definitely big news. But we have seen that here at Zoe a fair bit, which is a lot of firms try to offer it because others do as well. This is huge news. We have three headlines this week. Ready to Grow Your Wealth?

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 52

Indigo Marketing Agency

NOVEMBER 3, 2021

Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services. In this two-minute video, I walk you through the four characteristics we look for in a new client. If you’re a financial advisor who has these traits, reach out to us today!

Financial Advisor 52

Financial Advisor Clients Compliance Marketing 52

Trade Brains

NOVEMBER 26, 2023

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. Think Analytics India: It is a full-stack data science & AI-focused firm, focused on creative innovative solutions using AI/ML & mobile cloud computing.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

OCTOBER 25, 2023

The industry has attracted US$ 34.74 billion in FDI between April 2000 and March 2023, and is projected to receive US$ 8-10 billion more by 2023. As the world moves towards sustainable energy sources, India’s electric vehicle (EV) market is also rapidly emerging as a promising sector, with an estimated value of US$ 7.09

Planning 111

Planning Manufacturing Transportation Economics 111

Trade Brains

SEPTEMBER 30, 2023

It is sourced from various US states including Texas, Louisiana and North Dakota and through the pipeline it reaches the Midwest and Gulf of Mexico to get refined and sent to Cushing, Oklahoma for price settlement. It is majorly grown in the US, Brazil, Argentina, China and India. Copper is mined in Chile, China, Peru and the US.

Economics 119

Economics Food Manufacturing Government 119

eMoney Advisor

FEBRUARY 8, 2023

Modern marketing comes down to having a strong digital strategy and one of the best places to start is with your firm’s website. Use your website to share your “why”—the special sauce that makes your firm the one that will meet the needs of your ideal audience. It’s hard to know where to begin.

Marketing 81

Marketing Marketing Clients Certification 81

Trade Brains

DECEMBER 1, 2023

For us, it was never Aamchi Mumbai; it was theirs, since the beginning! Sir Mohammed Yusuf Khot Trust Khot, an early 20th-century educationist and philanthropist and owner of the Bombay Steam Navigation Company, has most of the land leased to private firms like L&T in Powai. Who are they, and how much do they own?

Government 105

Government Portfolio Sales Investing 105

Diamond Consultants

JUNE 28, 2023

I would be happy if my firm just left me alone and allowed me to serve client’s needs. The good news is that in a greatly evolved industry landscape, many advisors are finding that they can strike the right balance between the autonomy they seek and the scaffolding of a W-2 employee model. But things started to change at the firm.

Compliance 52

Compliance Recruitment Compensation Planning Clients 52

Bell Investment Advisors

JANUARY 20, 2023

manufacturing firms showed the manufacturing sector just entered a slightly contractionary phase perhaps because consumers are spending less. Now some good news. The most encouraging good news by far, however, came from the Bureau of Labor Statistics. We wish you and your loved ones a Happy New Year. While the U.S.

Manufacturing 52

Manufacturing Economics Investment Advisor Numbers 52

Diamond Consultants

APRIL 12, 2023

In the middle, we have regional and boutique firms that offer similar capabilities to the wirehouses but with a more business-friendly culture. Meanwhile, regional firms, boutique firms, and certainly independent firms that safely custody assets with a third party are still going to enjoy recruiting success.

Banking 52

Banking Wealth Management Recruitment Clients 52

Trade Brains

DECEMBER 14, 2023

Top Indian Stocks held by BlackRock : BlackRock is a global Investment firm incorporated in The United States in 1999. The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. 4 years after incorporation, the Company received its first IT offshore contract from the US.

Consulting 113

Consulting Banking Insurance Retail 113

Zoe Financial

OCTOBER 30, 2023

Good news: Economy is not in a recession. Bad news: Economy looks to be running above its trend growth, which might decrease the odds of lowering interest rates any time soon. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Trade Brains

NOVEMBER 6, 2023

for the firm in FY23. To strengthen its position in the commercial vehicle market, the firm is trying to introduce new vehicles, such as the recently released “Gurkha” SUV and the in-development “Urbania” van. Let us know your views in the comment section below. Net Profit 2022-23 5,028.98

Planning 105

Planning Transportation Engineering Manufacturing 105

Zoe Financial

JANUARY 22, 2024

We hit a new all-time high for the S&P 500 on Friday. Good news: this might create a new headline that can attract new investors. Not-so-great news: it is still very much a narrow market that’s driving this rally. Prior all-time high was January 3, 2022. Ready to Grow Your Wealth?

Marketing 40

Marketing Marketing Wealth Management Financial Advisor 40

Trade Brains

NOVEMBER 1, 2023

Resecurity, a US-based cybersecurity firm, reported that personal data of 81.5 Or will these hackers just disappear like before, or do we have no choice but to ignore such news? Adhaar Data : You might have heard about the massive data leak in India making headlines. It’s possibly the biggest ever in Indian history.

Government 59

Government Medical Sales Numbers 59

Indigo Marketing Agency

DECEMBER 19, 2022

If you need help figuring out how to identify the best niche for your firm, Bill Cates is your guy. You can listen to their episode on Preparing to Sell Your Financial Advisory Firm here. . Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” News & World Report , and more.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Ballast Advisors

JULY 13, 2023

We have some exciting news to share with you. Stevie Gerrells, FPQP® has been promoted to a new position within our firm, and we have hired a new client services manager to replace her. Firstly, we would like to congratulate Stevie on her new role as Vice President of Operations with Ballast Advisors.

CFP 40

CFP Clients Management 40