Fifth Wall’s Post

Doing right by our clients is the driving force and foundation upon which our firm has been built, says B. Riley Securities' Chief Executive Officer Andy Moore. Learn more about our long-standing ethos and history of delivering value to our clients and partners by viewing B. Riley Financial's 2023 Analyst & Investor Day here: https://bitly.ws/36IGA #RILY #clientsfirst #InvestmentBanking

Check out how does Mary Erdoes, J.P. Morgan's CEO in Asset & Wealth Management talk about her job if you are interested in the specific business

Some ultra-high net worth families are looking to alternatives to diversify their portfolios. Syed Sarem Naqvi of the TD Wealth Family Office says even alternatives as an asset class have become a lot more diverse. Watch the full video with Syed and Colin Lynch here: https://lnkd.in/gEEv3iTF

It’s a tale of two timeframes. Shannon Saccocia, CFA, CIMA®, Chief Investment Officer – Private Wealth, appeared on CNBC’s Halftime Report yesterday where she shared her latest views coming into year-end and discussed how she is positioning portfolios to prepare for continued volatility and valuation compression. Watch her interview in the link below. #CIO #CNBC https://lnkd.in/euh-JV43

Bullish investors expect an ideal scenario of stellar corporate results, easy financial conditions and lower interest rates in 2024. Here's why they may be disappointed. Eric J. Werner Vice President & Financial Advisor The Werner Group Mid-America Region Morgan Stanley Waterfront Corporate Park II 2100 Georgetown Dr., Suite 500 Sewickley, PA 15143-8782 Tel +724 933 1575 Mobile +412 435 4732 (Texting Enabled) [email protected] Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion & Give Back On-Line Meeting Scheduler https://lnkd.in/gh3Uf3ka The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver an insights-rich, personalized plan to help you reach your financial goals. Your financial journey is personal, and so is the Morgan Stanley Client Experience. See how we put old school grit and new world ideas to work: https://mgstn.ly/3ZVuN4c #Investor #Confidence

Watch as Joseph W. Montgomery, CFP®, AIF®, Managing Director-Investments at The Optimal Service Group of Wells Fargo Advisors, weighs in on the implications of people living longer and how this could increase the need for #FinancialAdvice 👉 https://lnkd.in/ecUawnfm

The Bloomberg Wealth series with David Rubinstein are tremendously insightful, every single time. A recent conversation with Howard Marks reveiled - amonst many other facts - two beliefs, which I strongly support: 1. People believe in the ability to predict the #future. But there are only two kinds of forecasters: The ones who don't know, and the ones who don't know they don't know. So the average person has to learn, that no one knows what the future holds. 2. People believe there is a direct linkage between a corporate event and the pricing of #securities. But that's not the case, because there is an intermediary step: peoples reactions. So it's not just the event but also peoples reactions that determine the impact on the security. #investing Sunrise Capital #Standortfonds #Anlegerrendite #behavioralfinance #finance Oaktree Capital Management, L.P. The Carlyle Group Bloomberg News Bloomberg Professional Services https://lnkd.in/du4tXsie

Truist reports 4Q23 results with net income of $1.1 billion. “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 bit.ly/3HmQy4U

Truist reports 4Q23 results with net income of $1.1 billion. “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 bit.ly/3HmQy4U