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/ezHGPA6c
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President & Chief Investment Officer, Shareholder | Educates on #stockmarket #inflation #economy and #investmentmanagement
🥂 🎉 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
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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
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⏰ Time is running out!! 🔥 MH Markets is nominated among the Top 100 Financial Institutions in the Middle East! Cast your vote before the deadline and support us on this exciting journey! #MHMarkets #Top100 #FinancialExcellence #VoteForMHMarkets
Countdown Begins for Voting Closure on the Top 100 Financial Institutions in the Middle East 2024. ADSS easyMarkets InstaForex Exness XS.com ActivTrades XTB online investing Direct Trading Technologies LTD FOREX.com Alpari Zara FX Trading PRO Windsor Brokers MultiBank Group FXGT GVD Markets Mena YaMarkets XM Equiti Group VT Markets VT Markets MENA GTCFX - Global Trade Capital Plus500™ Tradeview Markets MHMarkets Swissquote Bank Europe CAPEX.com Vantage CFI Financial Group INZO LLC BelleoFX Spectra Global Ltd Admirals INFINOX Capital VPFX JMI Brokers CapitalXtend PrimeX Capital OneRoyal Orbex The Times FX Media Sponsor for Middle East Financial Markets Awards Ceremony Dubai 2024 https://bit.ly/3SVhFdx
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Last chance! Nominations close tomorrow for the National Broker & Financier Awards 2024! 🚨 Don't miss out on the opportunity to celebrate the best in our industry, and celebrate the hard work and achievements of our community. Expect an unforgettable evening of networking with industry leaders, gaining inspiration from top professionals, and celebrating the best in commercial finance! Check your inbox or even you junk folder. #NBFA2024 #CAFBA #LastChance #NominateNow #IndustryRecognition #CommercialFinance #AssetFinance #SMEFinance #SmallBusiness
National Broker & Financier Awards 2024
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PLC QTRLY provides updates on key developments relevant to issuers on the Main Market and AIM market of the London Stock Exchange. 📈 This quarter, Connor Cahalane, James Channo and Karen Hendy provide updates on developments on the introduction of new UK Listing Rules, the FCA reminder of annual financial report requirements, new Takeover Panel publications and more. #LondonStockExchange #StockExchange #AIMMarket #Stocks #FCA #Corporate #CorporateLaw
PLC QTRLY - Q2 2024
rpc.co.uk
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The Ontario Securities Commission recently released the 2023 Investor Advisory Panel annual report, providing valuable insights and recommendations for retail investors in the Canadian capital markets. Diana Horsman Nakka analyzes the key findings and themes of the report, as well as its implications on businesses and decision-making processes. Read more: https://lnkd.in/e9s-wP_E #Securities #CorporateFinance #CapitalMarket #OntarioSecuritiesCommission #CanadaMarket
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Follow CSC Global Capital Markets for more industry news and updates. #capitalmarkets
The CSC Global Capital Markets team are thrilled to support the European Direct Lending and Middle Market Finance conference in London, hosted by DealCatalyst and AFME (Association for Financial Markets in Europe). Taking place on January 29, the event will welcome over 350 funds and investors to discuss the rapid ascent of private credit and the evolving regulatory landscape. Join Dennis S. at the 14:15 panel session debating key opportunities in the asset-backed credit market alongside notable industry figures from 9fin, KKR, Lenuity and Spring Finance. Get in touch with the team if you’re attending: Jonathan Hanly Catherine McGrath Helena Whitaker Kate Lagoe David Bell Diederik D. Lisa Fleur Seidel (nee Scholze) Ian Garvan
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💡 Bond Moment with Catherine Reichlin One address, two spaces for AT1 bond market, those special financial instruments also known as “CoCos”. Our Head of Financial Research looks at this risky market, which is often difficult for retail investors to understand. While the UK’s Financial Conduct Authority (FCA) has banned the sale of these complex products for retail investors in 2014, the Australian Prudential Regulation Authority (APRA) is now considering banning them from its market. Find out more in our latest Bond Moment video. We also invite you to read more of Catherine Reichlin's insights in her monthly column for AGEFI, Nouvelle Agence Économique et Financière (articles only available in French): https://lnkd.in/efyysGnk #Mirabaud #MirabaudGroup #BondMarkets #BondMoment #AT1 #CoCos #regulators #Investment
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Helping Business Owners and Individuals | Top Rated Financial Adviser - VouchedFor 2024 | Bespoke Independent Advice - Savings, Investments, Pensions, Protection, Retirement Planning, Inheritance Tax Planning | CFP™
Thank you to our clients for reviewing our services and making us "Top Rated Financial Advisers" with VouchedFor. Great to be featured in the first regional edition in The Mail on Sunday (Daily Mail) this weekend and previously in the national edition in The Times. If you are interested in what clients said, please follow the link: https://lnkd.in/e2AK-Fvd #moneymindset #financialadvice #financialplanning
It's a world exclusive: for the first time ever, a regional edition of the 2024 Top Rated Guide. Congratulations to all the advisers and firms who qualified as Top Rated in 2024. #TheMailonSunday #TopRatedAdviser #financialadvisers #mortgageadvisers
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