iason’s Post

Most RIAs claim to use a fundamental approach vs. technical for retail clients (everyday people). It is popular, focuses on long-term gains but utilizes RIA judgment. Ask what analysts, analysis and portfolio construction process the RIA deploys. 

Get equipped with the knowledge and insights you need to ensure your financial services business complies with these new regulations and delivers the best possible outcomes for your retail customers with this guide from Ansarada https://lnkd.in/eakrK489

Find out what UK regulatory compliance updates you may have missed last month. This Regulatory Update includes – FCA publishing Business Plan 2024/25 to the HM Treasury Policy Paper: Building a Smarter Financial Services Regulatory Framework in the UK and more key developments. Read the full report here: https://lnkd.in/g7n4zp4x #compliance #assetmanagement #FCA

I invite you to Medium where you can read articles like this one, published 11/2/24, "Collar Calculations Using the BCI Trade Management Calculator." Be sure to Follow for more great content like this. https://lnkd.in/e5aAnDui

The Q2 2024 GBOI survey results suggest that manufacturing businesses around the world are expecting to turn the corner. In the current survey, for the first time since the reports began, businesses have shared a favorable view on input cost pressures; moreover, confidence in financial conditions has remained unchanged from Q1 2024, implying that businesses are coping well with relatively tight financial conditions. Read out more. #Intelligence #Market #Data

The FMSB is shining the spotlight on pre-hedging. According to the FMSB, there is uncertainty about how firms can manage risks relating to anticipated client orders and this paper will be of wide interest to participants in wholesale markets. Click to read our more detailed client briefing.

KBRA released #research examining February Retail Sales. This month's report discusses the return to #retailsales growth in February following a January slide, as well as the persistent gap between retail sales growth and headline #inflation over the last year as consumption continues to normalize following the recent period of #pandemic-era stimulus-fueled growth. Read the full report here: https://lnkd.in/e9MtPmJp | #PublicFinance

We are please to see more and more awareness of the lack transparency and competition in the financial data space. The result is spiraling profits for the data providers and never ending increased cost to the investor. The UK FCA (Financial Conduct Authority) analysis reiterates our belief but unfortunately does not opt for regulation to manage this issue. https://lnkd.in/dXVdZ2ST

The Kratom market, with its unique challenges and immense growth potential, places consumer trust at the heart of business success. This article explores the

This is another great example of how Kalibrate can help address the big questions facing our clients using a mix of data, science and our unrivalled industry experience. I love these kind of projects where the outcome can go beyond the initial question to deliver the actionable insight that helps our clients maximise profitability. If there are any big questions keeping you up at night, come talk to us and we'd be happy to see if we can help! #fuelpricing #dataanalytics #fuelretail