Congratulations to MarketAxess, for winning this year's DEI Award 2024 at the Securities Finance Times Industry Excellence Awards! To see the complete list of winners, please visit: https://lnkd.in/e4xTgyzs
Securities Finance Times’ Post
More Relevant Posts
-
🥂 🎉 We are proud to be named as one of America’s Top RIAs in 2024 by Financial Advisor Magazine. 🎉 🥂 Thank you for choosing WJA 🙏 🤝 We know your personal financial world is complex. There are constantly changing tax laws, worrisome market environments, and unique life events that you go through. 👉 Our mission is to take your complex personal financial situation and make it simple. 👈 One household at a time, we provide consultative guidance, education, and implementation so you have confidence in where you are going. It is building relationships and helping individual families accomplish their goals each and every day that drives us. 🛢 Focusing on Corporate Professionals & Executives: We've doubled our team from what it was 5 years ago in response to the overwhelming need for trustworthy financial guidance for corporate professionals and executives, especially for those employed at Shell, Chevron, and bp (90% of our clients are or were corporate professionals). As we’ve grown, we’ve deepened our knowledge of the nuances in company benefits expertise so you can keep more of what’s yours and not leave anything on the table. ✔ Fee-only Fiduciary: We’re proud that we are a fee-only #fiduciary, so you know that we’re always working in your best interest. Only 12% of firms are structured as fee-only fiduciaries. We built our firm on the belief that our clients get the best advice when there are no product sales, no hidden fees, and no commission; simply great advice with your best interest in mind. 💲 In-house tax preparation: As tax laws become increasingly complex, we’ve expanded our #taxservices department to merge seamlessly within our holistic financial planning approach, offering CPAs who focus on the needs of corporate executives and professionials--including an expertise in stock based compensation and foreign filling needs. 🏆 We're now managing over $1.3 billion for over 480 households (as of 06/30/24). We believe there is a massive need for quality advice that's in our client's best interest in an industry that is still predominantly focused on sales. Thank you to the whole team that worked hard, made this a great place to work, and proactively stepped up to continually add value to our clients. We wouldn't be here without you. 👨💼 👩💼 AND thank you to our clients 🙏 who trust us in this complex world of finance. We love being able to make the complex simple by providing consultative guidance, education, and implementation. It's been a great first half of 2024, and we're excited to see where we go from here. 📈 🚀 #financialplanning #team #thankyou
We are proud to be named as one of America’s Top RIAs in 2024 by Financial Advisor Magazine. This achievement is particularly special to us as it recognizes our team’s tremendous efforts helping more clients over the past year, which helped us overcome the $1 billion AUM threshold. We’re so thankful to our clients for their ongoing trust in us, and to our team for its continued dedication to our clients. You can see the full list here: https://lnkd.in/gkw7jCKP
To view or add a comment, sign in
-
-
Dive into the newest edition of Tradebank Times! 📖 Discover company insights, client success stories, trading tips, and more in our bi-annual publication. Stay informed and inspired with Tradebank Times! Read today, 🔗https://bit.ly/4eI85E4! #TradebankTimes #BusinessInsights #Innovations
To view or add a comment, sign in
-
-
Join Lukas Ahnert, CFA and Dirk Schlueter as their share invaluable insights on the state of the US market, including its valuation, fundamental characteristics and essential portfolio allocation considerations. Moderated by Glenn Murphy this event will take place this month. Book now: https://lnkd.in/gE2b6J2B #wealthmanagement #financialservices #portfolioallocation #USmarket #valuationrisks
To view or add a comment, sign in
-
-
Check out this week's IR Monitor newsletter: · The “Big Mo” turns into big mush. Arm falls back to #IPO price - from Financial Times Alphaville's Craig Coben · Market conditions fail to dent high pay, finds research from IR Magazine's Garnet Roach · The London debate continues to rage. Conduit’s Nasdaq listing deals another blow to London. But elsewhere LSEG (London Stock Exchange Group) chief David Schwimmer hits back at ‘clickbait’ criticism of the City - from the Financial Times' Nikou Asgari · The global economy enters an era of upheaval, warns Bloomberg's Shawn Donnan, Enda C., Maeva Cousin and Jennah Haque · Investor-day flops: the case of Societe Generale - another one from our fave Financial Times Bonus: Which #CEOs have enjoyed the most jaw-dropping bonus payments? Check out Roxhill Media's analysis on CEO bonuses in the top 50 market cap companies over the past five years. This issue was compiled by Emma Ippolito and Sabah Y., with contributions from Rose Zu, CFA and Robert Winder. Read the newsletter here: https://lnkd.in/eDVhm_Cb Sign up for the IR Monitor here: https://lnkd.in/eUVWN6XM
To view or add a comment, sign in
-
-
ALCOs can carry a stigma of being backward-looking, policy-focused & regulatory-driven without much strategic value. Join Darling Consulting Group’s Joe Kennerson & Eric Poulin for this strategically-focused webinar with key takeaways, including: ➼ Concrete steps to transform your ALCO meetings ➼ How to leverage independent strategies with pro-forma simulations ➼ Deposit outlook, strategies, and developing the Fed Easing playbook ➼ Lending outlook and strategy thoughts ➼ Capital markets initiatives It’s time to evolve ALCO - check it out & register today: https://bit.ly/4bGzML0 #FMS #FMSWebinars #education #CPE #financeindustry #ALCO #ProfitCenter #balancesheets
To view or add a comment, sign in
-
-
In 2024 and beyond, expect M&A activity to play a key role in the ongoing transformation of the financial services industry. To find out which other sectors are seeing a spike in activity, check out Dykema’s 2023 M&A Outlook Report: https://lnkd.in/gGwY-eKY. Jeff Gifford #DykemaMASurvey #FinancialServicesIndustry
Temperature Check: Financial Services M&A
To view or add a comment, sign in
-
Our product suite, CFOUR and #CFOURComply are listed on the LSEG (London Stock Exchange Group) Marketplace! Explore the significance and implications of this achievement: 1️⃣ Market Recognition: Being listed on the London Stock Exchange market is a mark of prestige, showcasing our products as industry leaders in financial consolidation and UKESEF compliance 2️⃣ Trusted Partners: The London Stock Exchange listing solidifies CFOUR and CFOUR Comply as your trusted allies in financial reporting and UKSEF compliance, assuring you of our commitment to the highest standards in the industry. 3️⃣ Streamlined UKSEF Compliance: Our inclusion on the London Stock Exchange market signifies our dedication to seamless UKSEF compliance. As our valued customer, you can trust in our tools to meet and exceed the rigorous standards, ensuring your consolidations and reporting is in expert hands. Visit our page on the LSEG (London Stock Exchange Group) Marketplace for more insight: https://lnkd.in/enpvapbg #FinancialConsolidation #LondonStockExchange #TrustedPartners #UKSEFCompliance #MarketLeadership #FinancialReporting #BusinessSuccess #IndustryRecognition #InnovationInFinance #CFOUR #CFOURComply #GlobalPresence #FinancialTools #ElevateYourBusiness
To view or add a comment, sign in
-
-
Looking forward to the Financial Sector M&A Seminar on 7 November 2023 where we will explore the complexities of M&A transactions in the financial sector and the opportunities and challenges they present. If you have questions about these subjects or want to attend the seminar, let me know.
On Tuesday, 7 November 2023, our M&A Financial Institutions team is hosting a seminar for the key players in the financial sector to discuss the ins and outs of M&A and other transactions in the financial sector and the related challenges and opportunities. “This event provides a valuable platform for discussion, knowledge sharing and networking, with a programme tailored to address challenges and opportunities in the financial sector, particularly in M&A”, says Lieke van der Velden on behalf of the team. If you wish to attend the seminar, which will be in English, please contact us at events@nautadutilh.com. If you won’t be able to attend, but have questions about these topics, our M&A Financial Institutions team is happy to help. #financialinstitutions #MandA
To view or add a comment, sign in
-
-
💡 In a market full of uncertainties, having the right solutions at the right time is important. 📺 Wissam Khoury Finastra's Head of Treasury and Capital Markets expands on this here: https://okt.to/msZqjn
Finding confidence in a volatile market
To view or add a comment, sign in