Tools for Success in Financial Services & Fintech PR

Sep 13 2018

Today’s financial markets operate at lightning speeds and are constantly monitored by regulators and compliance organizations to ensure there is a level playing field for all participants. Participants must ensure their operations are organized and buttoned-up, particularly their messaging and their brand image. With that in mind, managing public relations for firms in this sector – whether asset managers, fintech vendors, or tier-one banks – is no small task and requires a specific set of expertise, tools and strategies. Here are five tips that will help you successfully manage your client’s expectations and become a more well-rounded communications professional.  

Read more…

Tags: , , , ,

The Next Bonfire of the Vanities

Aug 9 2018

As The New York Times noted in its obituary of author Tom Wolfe in May, his wildly successful “The Bonfire of the Vanities” provided readers with “a sweeping, bitingly satirical picture of money, power, greed and vanity in New York during the shameless excesses of the 1980s.”

Being the thorough journalist that he was, Mr. Wolfe carefully and accurately described how the novel’s central character, Sherman McCoy, made his living as a bond trader. Of course, explaining how Wall Street works wasn’t the purpose or the main thrust of the novel, but Mr. Wolfe did a great job of laying out how the sausage is made in layman’s terms.

Read more…

Tags: , , , , , ,

Entering the New Era of Banking Stress Tests

Jul 2 2018

As technology and regulation continue to mold and catalyze a structural evolution in the banking sector, so must the commissions and administrations that oversee it.

Earlier this year, the Fed announced that it is considering an overhaul to its annual stress tests that are given to the United States’ largest banks, transitioning from a Pass/Fail grading system to a more comprehensive approach that would mandate a capital ratio as soon as 2019, as reported by Ryan Tracy at The Wall Street Journal last week.

Some believe this is a necessary step to ensure we do not encounter another economic crisis, but others remain skeptical of whether the tests truly gauge the integrity of our largest banks.

Read more…

Tags: , , ,

Impact Investing: Going Beyond the Ticker

Jun 26 2018

Impact investing, it’s just what it sounds like, but is it really making an impact?

It takes years to acquire the skills needed to analyze extensive amounts of market data. Investors who wish to invest responsibly can now increasingly take advantage of the hard work and insights of analysts and portfolio managers who are bringing a range of compelling investment products to market.

Read more…

Tags: , , , , ,

GDPR – Sink or Swim

May 22 2018

Data-focused regulation by any other name would still be regulation. But will GDPR make a difference?

Can’t live with it, can’t live without it. A familiar refrain that seems to apply to many areas of life – love, vices, household appliances… you name it. But when it comes to the EU’s new General Data Protection Regulation (GDPR), which takes effect on 25 May (yes, this week), ‘can’t live without it’, isn’t an option.

Read more…

Tags: , , , , , ,

Pages with P.J: The Inner Lives of Markets

Aug 1 2017

The third Pages with P.J. column focuses on Tim Sullivan’s and Ray Fisman’s The Inner Lives of Markets, which examines the inner workings and evolution of market dynamics. From securities trading across the global capital markets to the online behemoths like eBay and Amazon that dominate online retail, markets influence our everyday lives whether we realize it or not. This book examines exactly how marketplaces function and how they have changed with the rapid pace of technology innovation.

Read more…

Tags: , , ,

Seeking a New Type of Alpha

A New Alpha
Jul 6 2017

ESG, like blockchain, is a term currently saturating financial press. What originated as a niche investing interest has transitioned into mainstream practice – with dedicated award programs, conferences and even legislation.

Read more…

Pages with P.J: Phishing for Phools

Phishing for Phools
May 3 2017

In the second installment of Pages with P.J., I take a look at Phishing for Phools: The Economics of Manipulation and Deception. Phishing for Phools outlines the theories formulated by Nobel Prize-winning economists George A. Akerlof and Robert J. Shiller about how free markets operate across various industries and that regardless of intentions of all parties, there will always be a winner and a loser. In other words, someone will always be “phished” for a “phool”.

Read more…

Tags: , ,

Pages with PJ: The Only Game in Town

The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse
Feb 22 2017

In Pages with PJ, I will be taking a close look at books that affect the financial industry. This week, I read Mohamed A. El-Erian’s The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse. It details how the Federal Reserve, central banks and key policymakers have impacted the global economy and how they will remain the instrumental players in sculpting capital markets well into the future.  

Read more…

Tags: , , , ,

The Future of FinTech: Where’s the Next Hub?

Sep 15 2016

The emergence of financial technology, or “fintech” as it has become universally known, has been rapid and widespread. From high-speed trading to cloud infrastructure, it has become the beating heart of the capital markets. But while adoption is ubiquitous and inevitable, New York and London remain the world’s premier fintech centers. With these leading markets well-defined, where will we see the next major fintech hub emerge?

Read more…

Tags: , , , , , , ,

Are you ready to begin your journey?

And connect with us