Posted March 17, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by Calamos Investments: See here for more information on Calamos Private Credit Strategies On today’s show, we discuss: Listen here Charts: Follow us on Instagram, and YouTube. Subscribe here: Nothing in this blog constitutes investment advice, performance data or any recommendation … Read more
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. China’s Geely has sold its majority stake in Denmark’s €1.6bn Saxo Bank to Swiss private bank J Safra Sarasin, ending an eight-year joint venture that bet on Chinese capital markets opening up to the west. … Read more
Security researchers are warning that data exposed to the internet, even for a moment, can linger in online generative AI chatbots like Microsoft Copilot long after the data is made private. Thousands of once-public GitHub repositories from some of the world’s biggest companies are affected, including Microsoft’s, according to new findings from Lasso, an Israeli cybersecurity … Read more
Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What’s unique about David, though, is … Read more
The insurance brokerage industry has long relied on M&A as a core growth strategy, fueled by accessible, low-cost capital and strong free cash flow generation. While recent Federal Reserve rate cuts have provided some relief, deal volume in 2024 was still down nearly 20% compared to 2023. Despite M&A headwinds, brokers continue to face significant … Read more
