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Jeff Casey, president and senior financial advisor at CG FinancialServices, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financialservices industry. Greater use of data and analytics : Financialservices firms are using data and analytics to identify and manage risks more effectively.
David Wood’s journey in the financialservices industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s.
Christopher Potts , a seasoned financial professional and passionate advocate for the financialservices industry, exemplifies leadership, commitment, and a deep sense of responsibility.
Niche markets represent a huge opportunity for the financialservices industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services.
Tom entered the financialservices industry in February 1988, stepping into a career he hadnt anticipated. Leaving behind a job at Amoco, Tom was enticed by the promise of a more rewarding future in financialservices.
Colin Aubin’ s path to success in financialservices is rooted in a strong family foundation, an early background in competitive sports, and a commitment to community impact. Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education.
The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue.
Tech executives discuss use cases, experiences and the future of artificial intelligence during the CTO Panel at the WealthManagement.com Industry Awards Executive Forums.
Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financialservice professionals and promote financial wellness for American consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education.
investmentnews.com) Advisers The American College of FinancialServices notes the coming shortage of advisers. (investmentnews.com) Fintech Some highlights from the 2024 T3 Conference. kitces.com) American consumers are increasingly trying out fintech apps. kitces.com) How advisers should work with tax professionals.
dynomight.substack.com) Longreads A horrible story of incentives gone wrong in the financialservices industry. (unchartedterritories.tomaspueyo.com) Behavior Forming a new friendship in adulthood requires bravery. esquire.com) Why we love to scare ourselves. thebeliever.net) Why advice fails. paulkedrosky.com) The U.S.
ft.com) Don't discount Apple's ($AAPL) push into financialservices. (dariusforoux.com) Recency bias is the bane of investors. advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. macworld.com) Twitter has stopped funding VCs it has committed to.
thomaskopelman.com) The financialservices industry spends A LOT on lobbying. genyplanning.com) How to compare college financial aid awards. (ritholtz.com) How to savor life's little (and big) moments. contessacapitaladvisors.com) Personal finance Early retirement doesn't mean you shouldn't fund your retirement accounts.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House FinancialServices Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)
Grancio has more than 25 years of experience scaling businesses across financialservices; prior to joining Engine No. This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth.
standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financialservices and how to increase it. Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing.
wsj.com) Apple ($AAPL) is playing the long game in financialservices. (awealthofcommonsense.com) Every investment plan needs some room for error. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get? barrons.com) WeWork ($WE) bonds are trading at 56 cents on the dollar.
investmentnews.com) Advisers Mitch Anthony, "Every human being has the need to be understood, but not every financialservices client feels understood by their advisor." (spilledcoffee.substack.com) The vast majority of advisers now use digital onboarding. advisorperspectives.com) Eight novel ways to bond with your clients.
fastcompany.com) Financialservices Why are banks suddenly closing client accounts? (becomingminimalist.com) Giving Why we should normalize lifetime giving vs. big inheritances. morningstar.com) How to do your year-end charitable giving. genyplanning.com) Daffy.org is making it easier to set up a fundraiser.
Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.
For the bulk of this story as in most financialservices stories, I will quote from a series of famous blowhards, all of whom predicted that this bull market would top out at 7500. Some of the young bucks think that markets only go up, and not down, opines Seymour Kaufman of Dean-Witter-Marcus-Garvey.
It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern.
The Securities and Exchange Board of India (SEBI) has given the green light to Jio FinancialServices and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio FinancialServices owns 50% of the venture. and Jio Payments Bank.
And be certain to listen to the end, where Eric shares his views on working in massive national businesses versus smaller local firms, including balancing the opportunity to explore multiple positions within the same company with feelings of being 'just' a cog in a much larger system of gears, how Eric's experiences as a manager and the journey he (..)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financialservices companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial (..)
He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financialservices sectors. Bloomberg ) Be sure to check out our Masters in Business next week with Michael Carmen , who is the Co-Head of Private Markets at Wellington Management. trillion in client assets.
This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House FinancialServices Committee. And as poor as the questions are, the Fed chief works very hard to say anything at all.
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financialservices firms, and how firms can prepare now for the new rule.
With a massive transfer of money to younger generations looming, a new report says the financialservices industry needs to change how it connects with Gen Z and millennials.
Also, Vise introduces AI-powered workflow; SEI updates portal, tools; a new report finds that API security incidents are rising in financialservices and more.
Over the past several years, the financialservices industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.
While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financialservices.
Brian Hughes has had a 30-year career in financialservices, most recently as founder and president of wealth management consultancy Hughes Growth Strategies.
Kim Krueger of Krueger FinancialServices said Commonwealth was “well-equipped” to support the firm’s business model, with the option to shift to a hybrid RIA approach later.
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