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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.

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MiB: Michael Fisch, American Securities

Barry Ritholtz

This week, we speak with Michael Fisch , CEO and co-founder of American Securities , a $27-billion dollar private equity firm. He is a managing member of the general partners of the American Securities Partners’ series of private equity funds and a member of the investment committee of AS Birch Grove.

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NowRx: Digital Identity Benchmarks Help Healthcare Industry Set Tone For Privacy

PYMNTS

This makes being able to confirm that consumers are who they say they are using purely digital means a must for banks and merchants, especially as they look to create services that comply with emerging data protection and security regulations in their respective markets.

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Corporate bond yields jump sharply along with gilts

CFO News Room

Corporate bonds yields across tenures and ratings surged sharply during the week, tracking the movement in yields on government securities after the government in the Union Budget announced higher-than-expected market borrowings next fiscal year. The benchmark yield ended marginally down on Friday at 6.8789%.

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Top 3 Banking Secrets to Stay Relevant with Gen Z Consumers

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

Economics and Returns 📈 Adapt to shifting market conditions with flexible, cost-effective technology and operating models to consistently achieve desired economic benchmarks and returns. Don’t miss this exclusive opportunity to learn how you can stay relevant and stay top of wallet with Gen Z consumers!

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Sage Automates Construction Finance Benchmarking

PYMNTS

In a press release issued on Monday (April 22), Sage announced an integration between its Sage 300 Construction Real Estate platform and a benchmarking tool that is widely used in the industry. The integration also means Sage users can automate their submission of data to the Benchmarker Survey.

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Is Your Business Eligible for an SBA Loan? Learn More Now

CSC Advisors

Securing funding to grow your business can be challenging, but Small Business Administration (SBA) loans are an excellent option for established businesses seeking favorable terms and support. However, qualifying for an SBA loan requires meeting specific benchmarks set by both the SBA and lenders like Cornerstone Capital Advisors.