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Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

Nerd's Eye View

Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients' investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply. Read More.

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Arthur Zeikel’s Investing Rules

Barry Ritholtz

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.

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World’s Best Investment Banks 2025: Debt

Global Finance

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. AN Global, North America BofA Securities With most developed economies cutting interest rates, DCM volumes soared last year. BofA Securities captured an eye-popping $2.7

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Navigating the rise of micro-investments in APAC

Future CFO

As the Asia-Pacific region faces a financial revolution, micro-investments gain traction in transforming how people engage with financial markets. Nellutla enumerates key trends driving micro-investments in APAC: 1. The Rise of ESG and Sustainable Investing Consumers in APAC are increasingly conscious of where their money goes.

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World’s Best Investment Banks 2025: Infrastructure

Global Finance

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. The infrastructure sector is fertile ground for dealmakers, as producers around the world seek to expand.

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World’s Best Investment Banks 2025: Regional Winners

Global Finance

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

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World’s Best Investment Banks 2025: Global Winners By Sector

Global Finance

The GEM sectors wave of M&A was driven by the race for resource security. billion aimed at promoting energy security as well as vital infrastructure, and food security; and at sponsoring trade in the war-torn country. billion in 121 projects across six countries, nearly double the amount it invested in 2023.