Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

CFA 59

CFA Investment Banking Banking Bank 59

Wall Street Mojo

JANUARY 15, 2024

What Is Tax Accounting? Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. Table of contents What Is Tax Accounting?

Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

OfficeHours

JULY 11, 2023

What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker. Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute.

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

FineMark

JANUARY 17, 2024

Go to top 2023 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: 2024 Resolutions and COLA Updates Download 2023 Q4 Newsletter Here This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting (..)

S&P 52

S&P Equities Valuation Investment 52

FineMark

JANUARY 20, 2023

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0

Economics 52

Economics Portfolio Equities Investors 52

FineMark

APRIL 13, 2023

Go to top 2023 First Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: Common Financial Scams and How to Avoid Them Download 2023 Q1 Newsletter Here This material is provided for informational purposes only and nothing herein constitutes investment, (..)

Banking 52

Banking Bank Investment Economics 52

FineMark

OCTOBER 17, 2023

Go to top 2023 Third Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: New Federal Beneficial Ownership Reporting Requirements in 2024 Download 2023 Q3 Newsletter Here This material is provided for informational purposes only and nothing herein constitutes (..)

S&P 52

S&P Investment Portfolio Corporation 52