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.

Retail 280

Retail Assets Distribution Planning 280

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

Wealth Management

NOVEMBER 28, 2023

TD Bank’s newly appointed head of U.S. commercial real estate Hugh Allen notes the old adage: “You make your best loans in difficult times.”

Banking 289

Banking Planning Marketing Marketing 289

Nerd's Eye View

APRIL 15, 2025

million U.S. dollars in revenue, and how Cameron's willingness to just meet and get to know other advisors, businesses, and content creators, without having a specific goal in mind, has led to multiple serendipitous business opportunities throughout his career.

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Abnormal Returns

FEBRUARY 10, 2023

thebasispoint.com) Big banks are struck with their trading businesses. (mrzepczynski.blogspot.com) Finance A couple of deals this week highlight a thaw in the IPO market. cnbc.com) How much headway can startups make in the corporate credit card space? ft.com) Media Nelson Peltz is dropping his fight with Disney ($DIS).

Planning 243

Planning Financial Advising Startup Media 243

Wealth Management

OCTOBER 28, 2024

Citigold plans to hire 150 advisors over the next two years to fill out bank branches in six affluent markets.

Recruitment 289

Recruitment Banking Planning Marketing 289

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 7,250 crores at Rs.

Banking 104

Banking Planning Accounting Retail 104

Wealth Management

OCTOBER 18, 2022

Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble.

Financial Planning 279

Financial Planning Marketing Marketing Banking 279

Wealth Management

MARCH 16, 2023

Fallout from the collapses of Silicon Valley Bank and Signature Bank continued to impact banks, REIT stocks and commercial landlords. Five Below plans to open 200 new stores, reported Chain Store Age. These are among today’s must reads from around the commercial real estate industry.

Banking 278

Banking Planning 278

Abnormal Returns

JULY 10, 2024

humansvsretirement.com) Thomas Kopelman and Jacob Turner talk retirement planning with Taylor Schulte. podcasts.apple.com) Peter Lazaroff on how to integrate Social Security into your financial plan. nextavenue.org) Personal finance Don't let somebody else plan your financial life for you. When your bank isn't really a bank.

Retirement Planning 272

Retirement Planning Retirement Financial Planning Banking 272

Wealth Management

SEPTEMBER 1, 2023

Two new players enter the RIA space; Baird adds a bank team with half a billion in assets; and Creative Planning and Focus Financial both make big announcements.

Banking 305

Banking Assets Planning 305

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

The Big Picture

MAY 17, 2024

This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. Dick The post MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America appeared first on The Big Picture. She also leads the firm’s environmental, social and governance research.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

Nerd's Eye View

JULY 23, 2024

Dustin is the Director of Investment Advisor Services of PPC LOAN, a firm based in The Woodlands, Texas that facilitates conventional bank loans to financial advisors. And be certain to listen to the end, where Dustin discusses current trends in advisory firm valuations, with firms frequently seeing multiples of 2.5–3X

Banking 130

Banking Financial Advisor Planning Valuation 130

Wealth Management

MAY 2, 2023

The banking and trading group is expected to shoulder many of the reductions. Morgan Stanley employs about 82,000 people.

Planning 233

Planning Banking 233

The Chicago Financial Planner

OCTOBER 21, 2021

Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. High deductible health insurance plans . These types of plans are becoming more common with employers and are available privately as well. How the HSA works . Click To Tweet.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Abnormal Returns

FEBRUARY 5, 2025

flowfp.com) Banks are not fiduciaries. contessacapitaladvisors.com) Family Some Bitcoin diehards are shunning 529 college savings plans for the cryptocurrency. (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

The Reformed Broker

MARCH 13, 2023

On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. The post The Bank Run of 2023 appeared first on The Reformed Broker.

Banking 130

Banking Financial Planning Portfolio Planning 130

Abnormal Returns

NOVEMBER 20, 2024

cameronhuddleston.com) Five ways to simplify your estate plan. abnormalreturns.com) A bad experience trying to capture a bank 'bonus' account offer. (wsj.com) How more data on flood risks affects home buyer behavior. papers.ssrn.com) Family What (and when) should you tell your children about your finances? They are a better mousetrap.

Estate Planning 157

Estate Planning Retirement Marketing Marketing 157

Trade Brains

NOVEMBER 6, 2024

on November 06, 2024 Also read… Anil agarwal Stock falls 8% after Govt of India Plans OFS of 10 Cr Shares 3. 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.

Banking 98

Banking Distribution Valuation Retail 98

Wealth Management

DECEMBER 2, 2022

Wealth Plan, with its "Work with an advisor" icon, is now available for free on the Chase Mobile app and the bank's website.

Wealth Management 264

Wealth Management Management Banking Planning 264

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4. Plan for retirement 5.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 246

Retirement Commission Banking Financial Advising 246

Wealth Management

APRIL 26, 2023

Dozens of advisors have already left First Republic for other firms, even though the bank says it has retained 90% of its wealth management assets.

Wealth Management 217

Wealth Management Planning Banking Assets 217

Calculated Risk

MARCH 20, 2023

According to MBA’s estimate, 300,000 homeowners are in forbearance plans. The forbearance rate decreased for both independent mortgage bank and depository servicers across all investor types in February,” said Marina Walsh, CMB, MBA’s Vice President of Industry Analysis.

Portfolio 301

Portfolio Government Planning Banking 301

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. advisorperspectives.com)

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Calculated Risk

APRIL 10, 2023

Lending standards for small banks in particular have substantially tightened as banking insecurity intensifies. Commercial planning in March was driven down by less projects in the office and warehouse sectors, decreasing 29% and 11%, respectively. emphasis added Click on graph for larger image.

Healthcare 254

Healthcare Banking Education Planning 254

International College of Financial Planning

MARCH 12, 2025

Heres how to avoid them (without giving up your weekend plans or your love for good coffee). While that might sound poetic, your bank balance may not agree. Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Abnormal Returns

MARCH 20, 2023

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. investmentnews.com) What it's like to make a mid-career shift to financial planning. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

DECEMBER 14, 2022

Podcasts Christine Benz and Jeff Ptak talks with Jamie Hopkins of Carson Wealth about some common retirement planning questions. hulry.com) Banks Americans are losing out on interest by not switching from the big banks. ft.com) Who really benefits from 529 plans? moretothat.com) Why you shouldn't optimize your downtime.

Investing 245

Investing Investments Retirement Planning Banking 245

The Reformed Broker

MARCH 7, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.

Banking 258

Banking Planning Investing Investments 258

Calculated Risk

MAY 9, 2023

From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% On par with our expectations, the Dodge Momentum Index continued to recede in April, due to declining economic conditions and ongoing banking uncertainty.”

Healthcare 256

Healthcare Economics Planning Education 256

Abnormal Returns

JULY 10, 2023

(mebfaber.com) Ashby Daniels talks with Hannah Moore about "doing" financial planning. wiredplanning.com) Laurence Kotklikoff talks with David Blanchett about problems with conventional financial planning tools. citywire.com) AI implementation in finance requires good data, which big banks have.

Compliance 244

Compliance Recruitment Financial Planning Wealth Advisor 244

Abnormal Returns

MARCH 15, 2023

morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' wsj.com) Retirement Retirement planning is a moving target. (open.spotify.com) Christine Benz and Jeff Ptak talk with Robert Powell about generating income in retirement.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

Abnormal Returns

DECEMBER 23, 2024

on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. nextavenue.org) Banks don't want to held further accountable for elder financial abuse. (fa-mag.com) (herbgreenberg.com) Private credit Why Blackrock ($BLK) is spending $12 billion to buy private credit manager HPS.

Advertising 144

Advertising Media Banking Accounting 144

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again.

Financial Advising 261

Financial Advising Startup Media Economy 261

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here. axios.com) The long and winding road to a Reddit IPO.

Financial Advising 312

Financial Advising Valuation Retail Media 312