Calculated Risk

OCTOBER 30, 2022

In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 in September.

Banking 345

Banking Communication Economy Economics 345

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

Abnormal Returns

JULY 22, 2024

(wealthmanagement.com) Cash What is the future of Charles Schwab's ($SCHW) bank? fastcompany.com) Advisers Off-channel communications surpassed marketing as the leading compliance concern for RIAs. riabiz.com) LPL Financial is uniquely dependent on cash spread for its profits.

Compliance 264

Compliance Retirement Communication Consulting 264

Calculated Risk

JULY 5, 2023

Excerpt: The economic forecast prepared by the staff for the June FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year , followed by a moderately paced recovery. emphasis added

Economics 305

Economics Banking Communication Economy 305

Abnormal Returns

MARCH 14, 2023

neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. youtube.com) Where SVB and Goldman Sachs ($GS) went wrong with the bank's failed equity offering.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

NOVEMBER 7, 2022

riabiz.com) Fifth Third Bank ($FITB) has launched an independent wealth advisory firm. advisorperspectives.com) Tax-loss harvesting requires proactive client communication. (investmentnews.com) The biz Charles Schwab ($SCHW) execs are trying to set expectations for the TDA switchover. thinkadvisor.com).

Compliance 279

Compliance Wealth Management Advertising Financial Advice 279

Abnormal Returns

OCTOBER 16, 2023

ft.com) Finance The global banking business is doing just fine, thank you. axios.com) Charles Schwab's ($SCHW) bank is still leaking deposits. om.co) Five insights from "Writing for Busy Readers: Communicate More Effectively in the Real World" by Todd Rogers and Jessica Lasky-Fink. wired.com)

Financial Advising 273

Financial Advising Media Communication Banking 273

Abnormal Returns

MARCH 12, 2023

(theirrelevantinvestor.com) Bank runs happen because of people. etftrends.com) Silicon Valley Bank How SVB went wrong, an explainer. wsj.com) SVB's customers were not typical of other banks. riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem. drorpoleg.com)

Financial Advising 246

Financial Advising Banking Startup Communication 246

Abnormal Returns

MARCH 23, 2023

(theblock.co) Finance The current banking crisis can be traced back to the pandemic. theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. cnbc.com) The banking crisis highlights the importance of good, clear communication.

Financial Advising 237

Financial Advising Startup Banking Communication 237

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. What comes next?

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

And that’s gone across into our social media communications. We’re talking on social media about things that can help people learn more, understand more, and engage more with us as financial planners and also as a financial planning community. They don’t want that to come from banks.

Financial Planner 98

Financial Planner Education Communication CFP 98

The Big Picture

MAY 20, 2023

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. She is also a member of Man Group’s senior executive governance committee.

Compliance 312

Compliance Communication Government Banking 312

Investment Writing

DECEMBER 17, 2024

Follow this advice, no matter what you decide It’s important to use your words consistently in your corporate communications. My thanks go to David Glen for raising this question when he was a senior vice president at Boston Private Bank. Refer to Treasury bonds, Treasury notes, and so on. It’s bit wordy, but correct.

Communication 98

Communication Banking Investments Investing 98

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 June 2023 0.7 March 2023 0.0

Banking 288

Banking Economics Economy Communication 288

The Big Picture

AUGUST 18, 2023

Okay, a little more snarky than typical Fed communications. But it’s a serious piece, addressing the real missteps that the US Central Bank made along the way to bringing the post-pandemic, fiscally induced price surges under control. With inflation at 3.2%, unemployment at 3.5% Hell, take the rest of the year off!

Communication 246

Communication Banking 246

Abnormal Returns

DECEMBER 8, 2023

(infiniteloopspodcast.com) Matt Reustle talks Charter Communications ($CHTR) with Tony Coniaris and John Sitarz of Oakmark Funds. open.spotify.com) Ted Seides talks with Nicolai Tangen who is the CEO of Norges Bank Investment Management.

Advertising 260

Advertising Communication Banking Economy 260

The Big Picture

AUGUST 9, 2023

Don’t miss my favorite chart from this week’s discussion 46 minutes deep into the episode ; its from Bank of America by way of Batnick (above). Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. Q/Q its +8.3%. When looking at any data series, the Base Effects matter.

Communication 246

Communication Banking Numbers 246

Abnormal Returns

AUGUST 23, 2023

time.com) Family Communicating about money with your partner never really ends. humbledollar.com) Why banks offer flashy CD 'specials.' (awealthofcommonsense.com) Not everyone wants to travel widely in retirement. humbledollar.com) Why QCDs can be so valuable, tax-wise. humbledollar.com) Don't believe the myths about aging.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

The Big Picture

FEBRUARY 11, 2023

We also discuss the value of some mystery at the central bank. There is (if possible) too much communication and too much communication from the Federal Reserve. Looking around the world, fixed income treats Emerging Markets and Developed Markets ex-US as a monolith but there are huge variations in quality.

Communication 189

Communication Banking Investing Investments 189

Good Financial Cents

MARCH 22, 2023

O ne of the issues that many people have been concerned with during this recession is what happens when a bank is seized by the FDIC. This is a matter of concern because the recession saw quite a few bank closings, and there are still hundreds of banks still on the FDIC watch list for potential failures.

Banking 92

Banking Insurance Accounting Assets 92

Good Financial Cents

JANUARY 11, 2023

A career in a major bank can be both rewarding and well-paying, with top positions garnering income of hundreds of thousands or even millions of dollars annually. For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. About the Banking Industry.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm's business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 246

Compliance Clients Advertising Accounting 246

Validea

MARCH 27, 2025

Lynch was also a gifted communicator. Net Cash Position for Financial Stocks For banks and financials, net interest margins and leverage are also considered. OZK BANK OZK $45.38 $5,155 7.4 During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2% over the same period.

Investing 80

Investing Investments Banking Portfolio 80

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm’s business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 246

Compliance Clients Accounting Advertising 246

FMG

JULY 12, 2022

When stocks go down, communication from your financial advisor should go up. So, they either don’t say anything or they communicate but don’t want to keep reaching out, since they don’t know how much communication is too much. No one leaves their advisor for communicating too much.

Communication 52

Communication Financial Advisor Clients Marketing 52

The Big Picture

JULY 21, 2023

disinflation sweeps through 2023, without a cratering of employment or the wider economy so far, the narrative is shifting again – and encouraging hopes that bruising central bank tightening may be short-lived too. But as impressive U.S. And one of the ways they have done so is by installing roundabouts. Don’t buy it.

Engineering 239

Engineering Valuation Communication Media 239

Validea

FEBRUARY 10, 2025

Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today’s high-speed algorithmic trading environment. In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen.

Valuation 52

Valuation Communication Retail Banking 52

The Big Picture

AUGUST 8, 2022

It turns out their business model is a little similar to the way the banking industry has managed to capture a lot of regulators and continue to operate fairly freely without this sort of regulation and capital requirements and equity requirements that would make banking safer. RITHOLTZ: Sure. They hate equity with this fashion.

Banking 204

Banking Government Insurance Taxes 204

Trade Brains

NOVEMBER 21, 2023

Lately, the Reserve Bank of India (RBI) has been taking strict action and undertaking a comprehensive review for violations of various regulatory norms. Major private entities and banks include Paytm Payments Bank, L&T Finance, TransUnion CIBIL, Equifax, Amazon, Krazybee, CRIF High Mark, and many more. Penalty imposed: ₹55.00

Government 59

Government Banking Compliance Accounting 59

Abnormal Returns

AUGUST 12, 2022

Anat Admati co-author of "The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It." youtube.com) Bill Brewster talks with Tom Morgan, Director of Content and Communications at The KCP Group, the 'most interesting man in finance.' (theverge.com) Economics 30 economics-related podcasts that Cardiff Garcia recommends.

Food 130

Food Communication Economics Banking 130

Trade Brains

DECEMBER 14, 2023

The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). The Bank covers India with 7821 branches across the country. The Bank was a subsidiary of the now-merged HDFC Ltd, which was India’s largest Housing Finance entity.

Consulting 113

Consulting Banking Insurance Retail 113

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I mean, when you look at that pre, it was, you know, the thought counterparty risk of a bank was solid, right, like that was something.

Clients 299

Clients Wealth Management Banking Investments 299

Clever Girl Finance

AUGUST 15, 2022

So that being said, the key ingredient to conquering finances in marriage is communication. You may have different spending habits, monthly expenses, and even communication skills when you first get married. Ways to communicate about finances in marriage. It might also be helpful to know how to communicate in a healthy way.

Communication 94

Communication Accounting Budgeting Planning 94

MarketWatch

JUNE 22, 2023

JPM to pay a $4 million penalty for allegedly violating rules for broker dealers to preserve all communications for at least three years. The SEC said JPMorgan deleted approximately 47 million communications between Jan. The bank was charged the fine without admitting or denying the SEC’s findings.

Electronics 40

Electronics Communication Commission Banking 40

Validea

APRIL 14, 2023

In a second consecutive week of outflows, Bank of America clients sold off around $2.3 See the Top Rated Banks In Today’s Market Using Validea’s Guru Stock Screener Though this year’s rally in the S&P 500 has buoyed many investors, there is still a great deal of uncertainty about how long the rebound will last.

Banking 52

Banking Clients Retail Portfolio 52

The Big Picture

SEPTEMBER 7, 2022

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine.

Communication 306

Communication Marketing Marketing Engineering 306