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Scooped by
Enzo Calamo
September 9, 2015 6:55 AM
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Will investment banking headcount ever get back to its peak? That number, achieved in 2011 as banks recovered from the first stage of the financial crisis, has never been matched since, according to research firm Coalition Analytics.
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Scooped by
Enzo Calamo
September 8, 2015 1:27 PM
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Bank earnings increased in the second quarter, and I expect much better performance in 2016. Bank executives can maximize their gains by focusing on loan growth, monitoring deposit levels, and working on employee retention.
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Scooped by
Enzo Calamo
September 7, 2015 10:09 PM
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Jim Simons was a mathematician and cryptographer who realized: the complex math he used to break codes could help explain patterns in the world of finance. Billions later, he’s working to support the next generation of math teachers and scholars.
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Scooped by
Enzo Calamo
September 7, 2015 9:48 PM
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Many financial advisory firms claim to offer 'customized' portfolio services, but most don't have the resources to truly deliver on the promise.
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Scooped by
Enzo Calamo
September 7, 2015 2:18 AM
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The velvet rope at banks used be to be associated with long wait times but now it may conjure up images of a cocktail lounge as banks modernize their floor plans to meet changing consumer demands.
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Scooped by
Enzo Calamo
September 7, 2015 2:11 AM
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Melinda Sue Gordon/Paramount/"Let me tell you about my long-short strategy."Robo-advising is gaining traction with younger investors and will become a trillion
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Scooped by
Enzo Calamo
September 6, 2015 9:56 PM
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Australia’s largest life insurer has undertaken new analysis of its claims statistics and the results are worrying: - Wealth Professional Magazine
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Scooped by
Enzo Calamo
September 6, 2015 9:55 PM
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Zurich’s sudden withdrawal from the group life insurance market last week was in response to a market facing immens - Wealth Professional Magazine
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Scooped by
Enzo Calamo
September 6, 2015 9:54 PM
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One in three finance professionals are unhappy in their job, a new study has revealed - Wealth Professional Magazine
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Scooped by
Enzo Calamo
September 6, 2015 9:53 PM
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Social media is becoming an increasingly powerful business tool. How can you harness it effectively? - Wealth Professional Magazine
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Scooped by
Enzo Calamo
September 6, 2015 9:51 PM
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UK pundits have said a ban on embedded commissions for advisers has hurt clients - Wealth Professional Magazine
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Scooped by
Enzo Calamo
September 6, 2015 9:50 PM
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Advisers play a key role in increasing philanthropy in Australia, accoording to a leading financial services firm - Wealth Professional Magazine
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Scooped by
Enzo Calamo
September 6, 2015 9:33 PM
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Not sure how to manage your money when you still make money mistakes? Financial planners offer tips to overcome these top 10 money mistakes.
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Scooped by
Enzo Calamo
September 6, 2015 9:32 PM
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Online dating and trying to find a financial planner are surprisingly similar. Learn how to find the right planner by taking a few cues from online dating.
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Scooped by
Enzo Calamo
September 6, 2015 10:37 AM
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Scooped by
Enzo Calamo
September 6, 2015 10:35 AM
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More deal sweeteners are being used by custodians to lure big breakaway teams. (Plus: Our special report on custodians and clearing firms)
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Scooped by
Enzo Calamo
September 6, 2015 10:33 AM
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Scooped by
Enzo Calamo
September 6, 2015 10:27 AM
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Advisers have been aggregating client data for decades, but they've been doing it the hard way: manually. It's time for them to ramp up their own efforts by leveraging technology.
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Scooped by
Enzo Calamo
September 6, 2015 10:25 AM
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Competition for new clients is increasingly fierce, InvestmentNews study finds, and top-performing firms are taking decisive action.
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Scooped by
Enzo Calamo
September 6, 2015 10:23 AM
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Advisers must be prepared to give reasoned answers about moving to cash during market volatility.
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Scooped by
Enzo Calamo
September 6, 2015 10:23 AM
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To thrive as a profession, we need to better demonstrate what it means to be a profession by putting our clients' interests before our own
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Scooped by
Enzo Calamo
September 6, 2015 10:21 AM
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Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.
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Scooped by
Enzo Calamo
September 6, 2015 10:20 AM
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Bond market liquidity is drying up — something every investor and financial adviser should take seriously. But liquidity risk can also provide an additional source of returns.
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Scooped by
Enzo Calamo
September 6, 2015 10:20 AM
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Scooped by
Enzo Calamo
September 6, 2015 10:19 AM
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Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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