The Motley Fool

JANUARY 25, 2024

Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. What are they reacting to? I'm warming up to the guy.

Investors 130

Investors Taxes Banks Education 130

Diamond Consultants

JUNE 14, 2023

Common examples include referrals from the investment bank, CPAs, and commercial/retail banks. And while advisors are always looking for organic growth engines (prospecting, referrals from existing clients, etc.), many firms offer them additional avenues to turbocharge their efforts.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Stakes Banks 52

Diamond Consultants

AUGUST 9, 2023

But on the other hand, if 20% of your book is plugged into the firm’s investment bank and non-portable, you may well decide it’s worth leaving that sleeve of business behind if need be because a change would be meaningfully better in other ways (including, presumably, the ability to grow and make up some or all of the lost revenue).

Investment Banks 52

Investment Banks Investment Banking Banks Investing 52

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am a CFA® charterholder and financial advisor marketing consultant. Scott Salaske of Firstmetric.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

APRIL 11, 2023

You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. You can work for a bank. You can work for a consulting firm. You’re very active on Twitter.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

JUNE 20, 2024

An investment house called PaineWebber, very old respected investment bank, which had grown to be one of the largest investment bank/brokerages in the country, had an opening for people with editing skills, communication skills to come in and edit their mutual fund newsletters.

Mutual Funds 130

Mutual Funds Investing Banks Finance 130