Reminder! Samantha McLemore, CFA is set to grace CNBC's Closing Bell today with Scott Wapner. Join her live at 3PM EST as she offers unique perspectives and expert analysis! #CNBCClosingBell #MarketAnalysis #investlikeagirl #valueinvesting
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Reminder to watch as Christina Siegel Malbon, CFA joins Scott Wapner on CNBC's Closing Bell TODAY! Tune in to hear her thoughts on the market and some of her favorite ideas! #patientcapital #valueinvesting #investlikeagirl #womeninfinance
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It is interesting to see what is different from a capitalist perspective, in the US, talking about addressing consumer demand. It is also interesting the roll out of branches in poor neighbourhoods and proactively improving financial literacy. A very different perspective to the Australian conversation. Listen from 2.32m #financialadvice #financialliteracy #financialfreedom #financialeducation
WISH-TV exclusive interview with Jamie Dimon, chairman and chief executive officer of JPMorgan Chase
https://www.youtube.com/
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https://lnkd.in/dkhiFUkv Joe Sitt, Thor Equities Chairman and CEO, joined CNBC's 'Squawk on the Street' to discuss the returns for data centers, how the higher cost of capital is impacting Thor Equities, and much more. Enjoy the full clip below!
Joe Sitt Appearance on CNBC Squawk on the Street February 28, 2024
https://www.youtube.com/
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Get ready for the Spring Wealth Retreat in Charleston, featuring Merit Financial Advisors' CIO, Brian Andrew, CFA, in a compelling panel discussion. 'World on Fire: A Macroeconomic Face-Off' Joining Brian are esteemed experts, including Dave Feldman of Pretium, Scott Welch of UnconstrainedThought, and Paul Meeks from The Citadel moderating. Don't miss this insightful discussion! #WithIntelligenceCharleston #MacroeconomicDebate #FutureOfEconomy #FinancePanel #IndustryInsights
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Visual Storyteller and Strategic Sales Professional: Driving Business Success through Compelling Narratives
Just happen to watch this and it was impressive. Did not know much about this company up until now. Clearwater Analytics provides software for investment reporting and analytics to large institutional investors like insurers, corporations, and asset managers. Clearwater consolidates data from 2800 sources daily into a single view for clients to easily see exposures and risk across all asset classes globally. This saves clients huge time reconciling data themselves. They service large asset owners like insurers, sovereign wealth funds, and corporates. This differs from competitors like BlackRock's Aladdin which focuses more on asset managers - that was simply, wow!!. AI helps their human workforce be 70-80% more efficient by quickly finding patterns in millions of past reconciliations. The human stays "in the loop" to validate the AI's work. New public companies like Uber, Lyft, Zillow and Robinhood often adopt Clearwater's platform when they IPO and suddenly have large cash positions to manage. It was exciting to see Clearwater leveraging AI to bring efficiency gains and insight to institutional investors! Great work Sandeep Sahai and team
Tune in now to watch Clearwater CEO Sandeep Sahai speak with CNBC’s Jim Cramer on Mad Money following our 1st Investor Day event at the #NYSE! 💪 #cnbc #madmoney
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Excited to share this fun conversation we had with Investopedia Editor-in-chief, Caleb Silver, at the Financial Planning Association (FPA) Annual Conference in Phoenix, AZ. From Buffett to Jay-Z to the Dalai Lama, Caleb recaps his experiences in the industry and where he thinks we head next in the world of financial media. Listen Here: https://tr.ee/mXqxMmMXJK #fpa #investopedia #finance #media #financialservices
Don’t miss the latest episode of Off Street! This week Adam Reinert, CFA, CFP® and Sean Dann, CFA sit down with Emmy-nominated business journalist and Editor-in-Chief at Investopedia, Caleb Silver, to discuss financial media.
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Congrats Mike Swafford, CFP ®, CDFA ®, ChFC ®,! Working through the due diligence process with you on your path to Independence was a pleasure. We vetted various options and eventually found the ideal fit for you, your family, your business, and your clientele with Equitable Advisors. I see a very bright future for your new practice. 2024 will be a great year! #financialfreedom #financialadvisor #financialadvisors #wealthmanagement
Welcome to Glenn Michael Swafford, a member of our newest class of financial advisors. He joins from Edward Jones and serves the Little Rock, AR market.
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Nigel Dawn on the growing secondaries market: History, benefits for LPs and GPs, and more. In a recent episode of Capital Allocators, host Ted Seides discusses the growing secondaries market with Nigel Dawn, Global Head of Private Capital Advisory at Evercore. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/dMEmh_Mf
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Feeling the Florida summer's sizzle more than ever this year, I found myself drawn to this insightful series by Morgan Stanley. It resonates deeply with The Compass Group's approach to guiding your financial voyage. Take a look, and remember, even amidst this heat, we're here in Naples, ready to help you navigate: https://lnkd.in/etD_8Exw. #TheCompassGroup #WealthManagement https://mgstn.ly/3QjiXOX
The Basics of Estate Planning
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