The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. So that’s essentially what we do from a client segmentation perspective and we do that globally — US, Europe, and Asia. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299

Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households.

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

NAIFA Advisor Today

OCTOBER 15, 2024

Rich Campbell 's long-standing career and commitment to helping families secure their financial future exemplify the values of NAIFA and the financial services profession. His passion for the industry and dedication to his clients continue to inspire those around him.

Recruitment 52

Recruitment Financial Services Insurance Clients 52

Nationwide Financial

DECEMBER 8, 2022

The group is also focused on attracting diverse talent who may not previously have considered a financial services career. These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services.

Recruitment 52

Recruitment Financial Services Certification CFP 52

The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? JP Morgan’s public finance team recruited specifically at the policy school. What was the original plan?

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

SEPTEMBER 22, 2023

Top Indian Stocks held by JP Morgan Top Indian Stocks held by JP Morgan #1 – Metropolis Healthcare Metropolis Healthcare offers a broad range of diagnostic services, including super-specialty tests in oncology, neurology, gynecology, nephrology, and other fields. The company presence in 7 countries. Stock P/E (%) 55.16 ROE (%) 15.46

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. And quite frankly, I didn’t know what financial services was.

Clients 162

Clients Management Engineering Investing 162

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2021, Cetera Financial Group acquired Voya Financial Advisors. So what does an IBD advisor do next?

Financial Services 52

Financial Services Recruitment Clients Investment Advisor 52

eMoney Advisor

DECEMBER 15, 2022

4 When compared with the median annual wage for all workers with bachelor’s degrees, at roughly $69,000, it’s clear that the industry holds great potential for financial rewards. Financial Services Industry Trends. Are you looking to energize recruitment and boost staff retention for your practice?

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Harness Wealth

AUGUST 13, 2024

As Harness celebrates this achievement, the company remains focused on building better tax and financial services solutions for advisors & consumers, with the continued development of the Harness for Advisors platform as well as its consumer marketplace. For complete results of the Inc. and the Inc.

Startup 52

Startup Taxes Media Recruitment 52

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. Their mainstay financial services practice, which was banking and equities, fell off a cliff. And that might give me some insight functionally into what I wanted to do next.

Management 147

Management Recruitment Numbers Banking 147

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients.

Valuation 162

Valuation Clients Investing Investments 162

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Inside Information

MAY 30, 2023

I completely get why they would tell this to credulous writers; the public has increasingly shifted away from any taint of ‘sales’ in an advisor relationship, and the concept of hiring an advisor who puts their clients’ interests first (even if most people don’t understand the term ‘fiduciary’) is an attractant.

Communication 40

Communication Sales Insurance Compliance 40

Brown Advisory

AUGUST 8, 2018

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Assets 52

Assets Clients Valuation Education 52

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. But for us, the North star is always creating the best portfolios to deliver to our clients.

Banking 147

Banking Portfolio Assets Investments 147

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. They serve a different client segment, 00:05:46 [Speaker Changed] A little bit higher end. So you still spend a lot of time with your clients, which you do at, at every level of the organization. Natalie Wolfson is CEO of Orion.

Clients 147

Clients Portfolio Financial Advisor Investing 147

Trade Brains

NOVEMBER 26, 2023

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

SEPTEMBER 5, 2023

I mean, essentially what no one understood in the industry and still don’t understand today in the real estate industry is that when appraisers doing an appraisal for the buyer that’s getting a mortgage, their client is actually the bank. RITHOLTZ: Right, that’s right. MILLER: That they’re going to move their location.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? HAMBURGER: So, what I realized is that people were intimidated by law firms. HAMBURGER: That was it.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. But, but for other people, we have, we have clients who’ve sold businesses. It’s about the 10-year stuff. So we like to win. RITHOLTZ: Yes. LINDZON: Now what’s changed is Social Leverage has evolved because the markets move.

Media 290

Media Investing Investments Valuation 290