Wealth Management

SEPTEMBER 11, 2023

Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies.

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Wealth Management

JANUARY 8, 2025

(Sponsored Content) Discover how high-net-worth clients can have a full array of options for investing and banking capabilities at Wells Fargo.

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Wealth Management

MAY 1, 2023

Schwab-backed Dynasty is now offering M&A advice and financial support to firms outside its network.

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The Big Picture

APRIL 28, 2023

Today, I am interviewing Peter Borish, one of the legends of trading & investing: Founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation; he was Director of Research for 10 years. He was a staff member of the U.S. Presidential Task Force on Market Mechanisms (Brady Commission) for the U.S.

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The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. It does that splendidly.”

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Investing Investments Math Medicine 340

Wealth Management

OCTOBER 18, 2023

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

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Wealth Management

NOVEMBER 21, 2023

On the heels of its move to NYC, RCG has received awards for ‘deal of the year’ and ‘firm of the year’ from The M&A Advisor.

Banking 288

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Abnormal Returns

OCTOBER 24, 2024

(awealthofcommonsense.com) Cash was never meant to be a long-term investment. on.ft.com) Joe Weisenthal and Tracy Alloway talk with Huw van Steenis, vice-chair at Oliver Wyman, about the relationship between banks and private credit. fisherinvestments.com) Private credit Where are we in the private credit boom?

Investing 282

Investing Investments Startup Financial Advising 282

Wealth Management

APRIL 23, 2024

The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.

Investing 249

Investing Investments Sales Banking 249

Abnormal Returns

FEBRUARY 14, 2023

(bloomberg.com) Susquehanna Advisors Group and Citadel Securities have reported stakes in crypto-friendly bank Silvergate Capital ($SI). wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right.

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The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

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Investing Investments Valuation Portfolio 296

Calculated Risk

JANUARY 1, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). Note: Bank CAMELS ratings are also not made public. This is not intended as investment advice. Please contact CR with any errors.

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Banking Assets Media Insurance 230

Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 259

Estate Planning Banking Financial Advisor Clients 259

Abnormal Returns

DECEMBER 14, 2022

hulry.com) Banks Americans are losing out on interest by not switching from the big banks. (radreads.co) Rest is doing something that will not move your goals forward. moretothat.com) Why you shouldn't optimize your downtime. wsj.com) Safe deposit boxes are getting phased out.

Investing 245

Investing Investments Retirement Planning Banking 245

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investments 78

Investments Investing Valuation Advertising 78

Nerd's Eye View

MAY 7, 2024

What's unique about Hannah, though, is how she began her career in retail banking, where she rotated positions from lending to working as a teller and eventually becoming a bank-based financial advisor, and then, after realizing she would benefit from time spent learning from a more senior advisor than just continuing to work with her bank clients, (..)

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Trade Brains

NOVEMBER 6, 2024

IndusInd Bank Limited RSI: 25.46 – IndusInd Bank is a leading private-sector bank in India. It offers a range of banking services, including retail, corporate, and wealth management. The bank is known for innovation, being among the first to introduce mobile banking in India. 1,073 down 1.50% from Rs.

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Banking Distribution Valuation Retail 98

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. Markets Corrections happen more often than you remember. optimisticallie.com) Market moves just happen faster these days.

Media 190

Media Retail Economy Management 190

Abnormal Returns

DECEMBER 25, 2024

morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Boring is always appropriate when it comes to investing resolutions. wsj.com) Americans are swapping bank deposits for money market funds. (theretirementmanifesto.com) What's changing for retirement in 2025.

Financial Advice 144

Financial Advice Retirement Taxes Insurance 144

The Big Picture

MAY 17, 2024

This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. She also leads the firm’s environmental, social and governance research. Dick Ubik by Philip K.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

The Big Picture

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. He also spent 5 years as the company’s President, overseeing a majority of Barings business sectors, including investments, sales, operations and tech.

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Wealth Management

JULY 19, 2024

Dynasty Investment Bank advised Abacus, which launched a wealth management division last year, on the deal with Carlisle Management.

Management 298

Management Wealth Management Banking Investing 298

Meb Faber Research

JANUARY 31, 2025

Savita is the Head of US Equity Strategy and Quantitative Strategy at Bank of America and one of the most followed investment strategists on Wall Street.

Banking 52

Banking Investing Investments Marketing 52

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

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Financial Advisor Investing Investments Financial Services 244

Abnormal Returns

MAY 24, 2023

Markets Bank stocks used to be boring to trade. Not any more. wsj.com) Companies have not not shy about buying back stock YTD. wsj.com) Apple Apple ($AAPL) is going to work more closely with Broadcom ($BRCM) on 5G chips. wsj.com) Microsoft ($MSFT) is in the lead on AI. What's Apple's ($AAPL) next move?

Investing 244

Investing Investments Financial Advising Startup 244

Wealth Management

MAY 30, 2024

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

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Retail Assets Distribution Planning 280

The Big Picture

MARCH 15, 2023

Financial Times ) • Whose Fault is it Anyway : It has been 872 days since a bank failed in the United States. Silicon Valley bank went down on Friday. Signature Bank last night. These are the second and third largest bank failures in history behind Washington Mutual during the GFC. This was the longest streak on record.

Banking 298

Banking Food Startup Media 298

Wealth Management

JUNE 8, 2023

Treasury Secretary Yellen expressed her concerns about the effect that commercial real estate loans might have on banks. These are among the must reads from around the real estate investment world heading into the weekend. Forbes listed 71 real estate firms among the 2,000 largest public companies in the world.

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Banking Investing Investments 317

Wealth Management

SEPTEMBER 27, 2024

In other RIA news, Merchant stakes an investment banking firm, Focus partner firm Transform Wealth buys fellow Denver business Custom Portfolio Group, and Cetera's employee RIA acquires an Austin-based practice with $185 million in assets.

Banking 278

Banking Portfolio Assets Investing 278

Trade Brains

OCTOBER 27, 2024

AU Small Finance Bank Limited AU Small Finance Bank delivers comprehensive banking solutions through retail and wholesale banking segments across India. The bank serves individual customers with personal loans, savings accounts, and vehicle financing through its branch network. percent, from Rs. percent, from Rs.

Banking 98

Banking Retail Government Investments 98

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Abnormal Returns

FEBRUARY 5, 2025

theretirementmanifesto.com) Fiduciaries Why you may want someone else to manage your investments. flowfp.com) Banks are not fiduciaries. (morningstar.com) Five regrets of retirees including 'Starting Social Security too soon.' You need to look out for yourself. nytimes.com) Simplicity In praise of simplicity.

Retirement 157

Retirement Banking Planning Management 157

Nerd's Eye View

APRIL 15, 2025

So, whether you're interested in learning about engaging on a new growth path after already achieving significant growth as a firm, investing in internal data management capabilities, or the process of evaluating acquisition offers, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Cameron Passmore.

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Financial Advisor Financial Advice Planning Clients 130

The Big Picture

MARCH 18, 2023

The Economist ) • The Incredible Tantrum Venture Capitalists Threw Over Silicon Valley Bank : Remind me why, exactly, these guys have so much control over technological innovation? Slate ) see also How Not to Cover a Bank Run : When financial panic looms, reporters need to stick to the facts. (

Banking 304

Banking Education Economics Management 304

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

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Retirement Commission Banking Financial Advising 246

Wealth Management

SEPTEMBER 11, 2023

Banks are likely to remain conservative when it comes to lending on commercial real estate, according to Bisnow. These are among the must reads from around the real estate investment world to start the new week. Land & Buildings is once again seeking board changes at Ventas, reports The Wall Street Journal.

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