Securities America-John Spaay

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Here are the 10 companies with the most cash on hand

Several companies, including Microsoft, Berkshire Hathaway, Alphabet and Apple are sitting on more than $100 billion dollars of cash, which is leading some on Wall Street to question why America's largest companies aren't spending.

20 healthcare investment niches and 3 things to know: The evolution of healthcare as an...

Private equity investment in the healthcare industry has grown considerably in recent yeras. Here are 20 investment niches to know and three observations on the evolution of healthcare as an investment area.

Private equity firms should be abolished

In his latest BIG newsletter, Matt Stoller (previously) relates the key moments in the history of private equity, from its roots in the notorious “leveraged buyouts” of the 1980s, and e…

5 Tax Tips for Millennials

Winging it on your taxes? You could be missing out on significant savings or worse yet, be endangering your finances and freedom by not knowing the basics.

How to pick the best dividend stocks

Investing in companies with increasing dividends like Disney and Starbucks can really pay off.

5 lessons from my $650,000 lunch with Warren Buffett

In 2008, hedge fund manager Guy Spier had a ‘power lunch’ with famed investor Warren Buffett. Here’s what he learned.

Are financial services jobs at risk because of AI?

With adoption of AI on the rise, are human financial services jobs at risk? Research indicates the perceived threat remains relatively low. A Coleman Parkes study revealed that only 35 percent of f…

What are quant jobs in financial services?

What does it mean to work in quantitative finance? How do you get a job as a quant?

Financial Services: Benefits of Segmentation

Even though the financial services industry has a reputation for slow adoption of new strategies, using demographic data to personalize campaigns is a

Is mistrust of the financial services industry killing the retirement dream?

Just 11 percent of consumers trust insurance agents and brokers. Here's how you can change that.

Will Financial Services Move to the Cloud?

Many financial services organizations are wary of moving sensitive data to the cloud – but we all know it’s coming. What are some of the indications that the tide is turning? What are the first apps, or processes that you believe will move to the cloud? What are the implications for security and best practices for reducing risk?

Is DevOps right for financial services?

When faced with strict regulations and procedures, it can be hard to constantly innovate. It’s especially challenging in the financial services industry where we must develop innovative digital software solutions within an environment controlled by tight regulatory requirements, a desire to mitigate risk and a need for ensuring high quality technical processes.

Five ways the financial services sector can increase customer lifetime value

Global investment in fintech startups is skyrocketing, reflecting a worrying trend for established financial services firms.

When it comes to regulating AI in financial services, murky waters are ahead

Laws are unclear on how the technology fits in with compliance.

What are the VAT rates for financial services?

9 Tips to Succeed in Selling Financial Services

Sales professionals face challenges when it comes to selling financial services. Check out these tips to find out how to improve your sales performance, win new clients & more.

4 Challenges API Development Services For Financial Services Fix

Struggling with API implementation? Here are four challenges that API development services for financial services can help your business overcome.

Why Social Media is Complex for Financial Services

Check out our financial services social media insights, specifically in personal banking, retirement and equity compensation plans.