Meyers Danny

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

11 Trees You Should Never Plant in Your Yard: 1. Silver maple (Acer saccharinum)

Don’t plant bad trees that will cost you time and money later. These tips will help you make the right tree choices for your yard.

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.

How to Burglarproof Your Doors

Burglaries are always a concern for homeowners. But what's the best way to keep your house safe? Undoubtedly you've already installed an alarm system (if not, do so right away), and maybe you've got a guard dog patrolling your property...

Technology is disrupting the financial services industry — here's how

Technology is upending workflow and processes in the financial services industry.

One step closer to a fiduciary duty for broker-dealers?

More than two years after an SEC Staff study recommended adoption of a uniform fiduciary standard for broker-dealers and investment advisers, the SEC…

What Exactly Happens When You Place An Order Through A Broker-Dealer?

In a world of algorithmic trading and high-frequency traders who can make hundreds of trades per second, it’s easy to take for granted just how easy placing an order has...

Asset Management vs. Investment Banking: What's the Difference?

Asset management and investment banking may be birds of a feather in some Wall Street regards, but the differences in the two are significant.

Investment banking or the Big Four?

Is a career at an investment bank really better than a career with a Big Four accounting firm? Maybe not.

Broker Dealers Increase Enterprise Value

Insurance Technologies delivers Broker dealer sales tools and broker dealer software as well as financial advisor sales software.

Independent Advisors Choose Independent Broker-Dealer Money Concepts

Independent Broker-Dealer Money Concepts offers full ownership to a financial planning and wealth management business for independent financial advisors

5 Steps to Passing Your Broker Dealer Exams

Investment bankers have to sit for broker dealer exams before receiving licenses. Here are five tips to help you pass your exams

Should you really quit investment banking for private equity? 

Private equity is the promised land for junior bankers, but it may not always work out.

Banking Security: Where Are All the Tellers?

Banking security might sound like something distant and

5 steps for independent advisers considering a broker-dealer transition in a post-DOL environment

Many advisers dissatisfied with their current broker-dealer and anxious about how well they are positioned in a post-DOL landscape are still hesitant to make a move.

To attract advisers, broker-dealers need to find a value proposition that stands out

Small firms look to flexibility, succession planning and culture as key differentiators in recruiting.

How Is Regulation Impacting the Investment Banking Sector?

How Is Regulation Impacting the Investment Banking Sector?

Investment banking interview questions, the ultimate list

Which investment banking interview questions should you always anticipate? Bank-by-bank, we have the definitive list.

Eight things you’ll miss if you quit investment banking