With great honor, the Financial Communications Society is thrilled to announce the 2024 Class of the FCS Portfolio Hall of Fame. As a testament to the creativity, innovation and impact of campaigns that have left a lasting memory on the financial marketing industry, we welcome: “Fearless Girl” from State Street Global Advisors “Time Out Solitary” from E*TRADE from Morgan Stanley “Invest in a Beautiful World” from OppenheimerFunds We look forward to celebrating each campaign at the upcoming SOLD OUT FCS Portfolio Awards Gala. To learn more about this accolade, read our news release: https://lnkd.in/eJ_U9NRA #fcs #fcsportfolio #fcshalloffame #fcsawards
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Robert E. McDonough Professor of Finance & Director, Georgetown Psaros Center for Financial Markets and Policy
Looking forward to a conversation with Jamie Dimon Georgetown University Georgetown University McDonough School of Business Psaros Center for Financial Markets and Policy's #FMQ #Finance #Bank lots of topics to cover
Jamie Dimon, Chair and Chief Executive Officer of JPMorganChase, will be joining the Georgetown Psaros Center for Financial Markets and Policy at this year's Financial Markets Quality (FMQ) Conference. Join us at FMQ on September 17th for Jamie Dimon's conversation with Reena Aggarwal 🎤 📅 Date: Tuesday, September 17th 📍 Location: Lohrfink Auditorium, Georgetown University McDonough School of Business 🔗 Register now: https://lnkd.in/eaqmuyeZ See you at #FMQ! #KeynoteSpeaker #Finance #FinancialMarkets
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Don't forget, you can nominate WDS for Best in Wealth Management every day in February! Voting is simple. Go to https://lnkd.in/gnsmVp3A, select Home & Lifestyle, scroll to Wealth Management, and nominate Wealth Distribution Strategies! We appreciate your support and hope to achieve another Best in Madison award for Wealth Management in 2024. --- #wdstrategies #bestofmadison #wealthmanagement
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Today marks the 5th year anniversary for Regent Peak Wealth Advisors in practice! With a growth of 49% in AUM in that time, we’re thrilled at how far we’ve come! This is us back in the day - seems like yesterday! #financialplanning #wealthmanagement
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Discover the inspiring journey of Peter Lynch, from the early loss of his father at age 10 to becoming one of the world's greatest mutual fund managers Learn how his passion for investing began as a caddie, his success with the "10 Bagger" concept, and his legendary tenure at Fidelity's Magellan Fund Uncover the setbacks he faced and his ultimate decision to retire at the peak of his career to spend more time with his family, solidifying his legacy in the financial world Read the full story to understand the key moments that shaped his remarkable career 👉 Disclaimer: Investments in securities markets are subject to market risks. Read all related documents carefully before investing. #smc #peterlynch #investing #smcglobal
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Excited to be speaking at Bloomberg’s The Future Investor: Harnessing Innovation Amid Volatility event in Dallas on October 1. I’m looking forward to joining Bloomberg's Diksha Gera, Goldman Sachs’ Scott Mueller, & the Texas Stock Exchange’s Nicole Chambers to discuss the exciting opportunities for investors in today’s markets and how Wealthfront leverages technology to help meet our clients’ needs. https://lnkd.in/gWbSEjtN Disclosures: This communication is from an employee of Wealthfront Corporation. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.
We welcome Alan Imberman, CFA of Wealthfront to this year’s #TheFutureInvestor program. For information on how to join us in Dallas 10/1: https://bloom.bg/4cWyDiO
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Less than a week left to nominate WDS for Best of Madison's Best in Wealth Management! Voting is simple. Go to https://lnkd.in/gnsmVp3A, select Home & Lifestyle, scroll to Wealth Management, and nominate Wealth Distribution Strategies! We appreciate your support and hope to achieve another Best in Madison award for Wealth Management in 2024. --- #wdstrategies #bestofmadison #wealthmanagement
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Last year, I embarked on a passion project. It was to help ease in fresh graduates into the world of finance_show them the ropes so that they can make better decisions. That small step birthed giant dreamers. I saw first hand the talents hidden among young and hungry Nigerian youngsters waiting to conquer the world; without the guidance they would do it regardless because of their strong will. But, the nudge, encouragement and platform we provided, was surprisingly magical. One of such is James, who saw Young Finance Leaders(YFL) as a platform to display his amazing writing prowess and became the first editor of the Weekly scoop. (our bit-sized weekly finance and business news). Many others, passed through too, are better equipped, and finding their feet in the world of work. The most important achievement for us is, they know how to listen to their hearts more, find purpose at work and are aware of how their talents suit the different areas of finance. The goal is that we have built a group that sees finance as a tool for positive change. This will make them better positioned to seek more knowledge and become better professionals. This year we want to do 2.0. And it is better. Sign up for YFL 2.0.
🌟 Testimonial Thursday! 🌟 Meet James, a former participant of our Young Finance Leaders (YFL) program. 🎓 James joined the YFL program seeking to gain a deeper understanding of finance and boost his career prospects in the industry. Little did he know, the program would exceed his expectations in every way! 💼 Hear what James has to say about his experience with YFL 🚀 #YFLSuccess #FinanceJourney #TestimonialThursday
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Assistant Vice President, Client Service Associate at Truist Investment Services Inc., Truist Wealth
“Our transformation into a simpler, more efficient, and profitable company is well underway. This transformative work was evident in our fourth quarter results given the sequential decline in adjusted expense and improvement in revenue. We continue to invest in our core franchise and risk management systems and strengthen our balance sheet as we achieved a CET1 ratio of 10.1% at year-end. Asset quality continues to normalize but remains in-line relative to our outlook and allowance coverage ratios. Looking into 2024, we remain diligently focused on winning on our home court in the best U.S. markets by helping new and existing core clients reach their financial goals. Our heightened focus on capitalizing on this competitive advantage will drive efficiencies and growth that will lead to increased franchise and shareholder value.” — Bill Rogers, Chairman and Chief Executive Officer Full Truist earnings results and disclosures https://bit.ly/3tZWkGC
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“Our transformation into a simpler, more efficient, and profitable company is well underway. This transformative work was evident in our fourth quarter results given the sequential decline in adjusted expense and improvement in revenue. We continue to invest in our core franchise and risk management systems and strengthen our balance sheet as we achieved a CET1 ratio of 10.1% at year-end. Asset quality continues to normalize but remains in-line relative to our outlook and allowance coverage ratios. Looking into 2024, we remain diligently focused on winning on our home court in the best U.S. markets by helping new and existing core clients reach their financial goals. Our heightened focus on capitalizing on this competitive advantage will drive efficiencies and growth that will lead to increased franchise and shareholder value.” — Bill Rogers, Chairman and Chief Executive Officer Full Truist earnings results and disclosures https://bit.ly/3tZWkGC
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“Our transformation into a simpler, more efficient, and profitable company is well underway. This transformative work was evident in our fourth quarter results given the sequential decline in adjusted expense and improvement in revenue. We continue to invest in our core franchise and risk management systems and strengthen our balance sheet as we achieved a CET1 ratio of 10.1% at year-end. Asset quality continues to normalize but remains in-line relative to our outlook and allowance coverage ratios. Looking into 2024, we remain diligently focused on winning on our home court in the best U.S. markets by helping new and existing core clients reach their financial goals. Our heightened focus on capitalizing on this competitive advantage will drive efficiencies and growth that will lead to increased franchise and shareholder value.” — Bill Rogers, Chairman and Chief Executive Officer Full Truist earnings results and disclosures https://bit.ly/3tZWkGC
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