AdvisorPR

JULY 14, 2021

JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. “We are constantly looking for ways to add complementary services and offerings to the marketplace. www.jconnelly.com.

Communication 52

Communication Wealth Management Clients Financial Services 52

The Big Picture

APRIL 18, 2023

BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan. So, really, in private equity, our first adventure outside of Western Europe was in India and China, and that was somewhere around 2005. You saw it in the financial services sector. When did that beckon?

Assets 162

Assets Investments Investing Valuation 162

Trade Brains

JANUARY 24, 2024

These clients come from industries like Airlines, Banking, Communications, Logistics, and others. These are Hi-Tech and Manufacturing , Banking , Financial Services and Insurance , and Consumer Services. The Parent Company of Affle (India) was founded in Singapore in 2005.

Insurance 59

Insurance Clients Engineering Management 59

The Big Picture

APRIL 25, 2023

You could probably build a better communications strategy. HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. And quite often, when you find a dispute with a client, it comes down to poor communications.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

JANUARY 27, 2025

But really in 2005 I made that, that shift to, to, to Babson and, and really still doing what I was doing focused on, on, you know, fundamental fixed income analysis. It is a financial services hub. And I think the, the, the communications was the big part. At the time, Babson had about 20 some odd people in Charlotte.

Assets 147

Assets Insurance Management Investments 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. They kept the reputation intact by communicating with their investors. So I was very heavy in financial services stock, which was a great lead gen engine. LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. LINDZON: I hate CNBC.

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. And this was in 2005. So we moved our family over here from Paris in 2005. Hey, I never put a 0% chance on anything.

Economy 257

Economy Banking Economics Taxes 257