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CMA is excited to welcome Diane Gabriel to our team as our Executive Director of Wealth Management Recruiting and Senior Business Development & Talent Acquisition Specialist. Diane has over 40 years of experience in Wealth Management. She has worked at Wells Fargo Advisors and predecessor firms, and most recently as the Director of Financial Advisor Recruiting… Read More »
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CMA is thrilled to announce that both David Carle of CMA and Nexus FrontierTech, as well as Danny Goh of Nexus will be speaking at Reuters Events: Future of Insurance Canada 2024 conference. Join them and 300+ of Canada’s insurance leaders as we gather to shape the future of our industry. This event is a unique… Read More »
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The transition from LIBOR to the Fed-published Secured Overnight Financing Rate (SOFR) or possible alternatives is motivated in large part by the mandated cessation of LIBOR publication. The transition has engendered major operational initiatives across a wide spectrum of affected banks and other financial institutions. LIBOR has been so thoroughly embedded that legally imposed limits… Read More »
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Building on the success of our first FRTB roundtable discussion held on December 9, 2020, we are offering a very select group of bank dealers the opportunity to explore in greater detail the impact of FRTB on their operations, finance, technology, and overall business model. The pressure to complete external and internal readiness assessment is… Read More »
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FRTB will be far more challenging than traditional risk capital regulations due to the lack of regulatory clarity over the boundaries between banking and trading book, the need for consistency across risk data sources, data modellability to prepare for complex risk calculations, and new governance to address changes in data structures and technology infrastructure. In… Read More »
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CMA’s Steven Goune was featured in the Fin Ops Report’s November 16th article on the challenges of customer account data management issues. The article also highlights CMA’s unique and efficient Data Services Utility tool to help firms become CAT-CAIS compliant in weeks, rather than rather than months or longer! Check out the full article here: https://finopsinfo.com/regulations/finras-cat-customer-account-data-management-challenge/… Read More »
CMA is a results-oriented professional boutique-consulting firm with a specialized focus in capital markets. Our resources are highly experienced, averaging over 10 years of experience in financial services working at the major financial institutions. CMA resources bring a broad set of tools and market knowledge to firms and situations that need to be addressed with confidence in execution as well as expeditious delivery.
Values and Mission
Clients First – At CMA, Clients First means delivering results, keeping our clients’ best interests to heart, and delivering on our promises. We strive to develop long-term partnerships with our clients and as such provide a high-impact, collaborative approach. CMA brings the best of our team to every engagement to ensure our clients’ visions are achieved.
Proven Industry Experience – Our team is comprised of senior-level financial services professionals and process experts. Our objective is to address each client’s challenges, provide comprehensive advisory services and strive to deliver results. All of our professionals have significant experience in strategy, transactions, implementation, business, technology and operations.
Collaborative Work Approach – CMA works collaboratively with our clients, our clients’ vendors, and our clients’ partners. We work in close coordination at all levels of the organization and strive to ensure that our expertise and knowledge are transferred for ongoing use.
Bloomberg Markets
- Xi Is Better Prepared for Trump Even as 60% Tariffs Risk Chaos November 6, 2024When Donald Trump first started a trade war with China in 2018, Beijing found itself on the back foot and unsure of how to respond. This time President Xi Jinping is better prepared for a fight, even as he has more to lose.
- The Return of Trump Is the Driving Force in Stocks and Bonds November 6, 2024Donald Trump scored a resounding win over Democrat Kamala Harris, vindicating traders who for the past couple of months have been pricing in a successful comeback for the Republican.
- BMW, Porsche Lead German Auto Stock Rout on Trump Tariff Fears November 6, 2024BMW AG and Porsche AG led German automaker shares lower over concerns the US will hike tariffs on imported cars after Donald Trump returns to the White House.
- US Election Results: Donald Trump Nears Victory Over Harris | Bloomberg The Pulse 11/06/24 November 6, 2024The so-called "Trump trade" is in full swing with the Bloomberg US Dollar Index and US stock futures hitting new highs. Donald Trump is on the cusp of recapturing the White House, projected as the winner across pivotal battleground states with his party set to control the Senate and markets swinging in expectation of his […]
- Euro Parity Back in Play as Trump Win Spurs Rates Divergence November 6, 2024Currency traders are turning against the euro as Donald Trump’s victory in the US presidential race boosted the chance of aggressive European interest-rate cuts, driving the common currency toward parity with the dollar.
Bloomberg Business News
- Donald Trump Wins Presidency, GOP Wins Control of Senate, More November 6, 2024Source: Bloomberg, 9:29
- Bloomberg Daybreak: Donald Trump Wins US Presidency (Podcast) November 6, 2024Source: Bloomberg, 20:10
- How Abortion Motivated US Voters November 6, 2024Hi, it’s Antonia in New York. Donald Trump has won the US presidency in an election which addressed inflation, immigration and crime, and where a 2022 Supreme Court decision continued to reverberate. More on that in a moment, but first ...
Financial Times
- US stocks hit record and investors dump bonds after Trump victory November 6, 2024Dollar on course for best day in 2 years as ‘Trump trades’ sweep through global markets
- Markets called Trump right — but what do they do now? November 6, 2024The bond vigilantes have woken up and taken note of the former president’s big win
- CME customers criticise futures exchange after it wins approval to also act as broker November 6, 2024Derivatives traders warn of potential ‘conflicts of interest’ as Chicago group gains licence
- Dollar jumps as ‘Trump trades’ push US bond yields higher November 6, 2024Japan’s yen and Mexico’s peso fall as jittery investors await election outcome
- Southern Water at risk of debt default in event of further credit downgrades November 5, 2024Bond issue documentation shows UK utility under pressure over high financing costs
CNN Money Markets
- Premarket: 7 things to know before the bell October 4, 2018Read full story for latest details.
- Why it's time for investors to go on defense October 4, 2018Howard Marks, co-chairman of Oaktree Capital, explains why investors should start treading lightly.
- Barnes & Noble stock soars 20% as it explores a sale October 3, 2018Barnes & Noble jumped more than 20% after it said it would review a sale of the troubled company.
- Aston Martin falls 5% in London IPO October 3, 2018Aston Martin is joining the ranks of listed automakers with an IPO that values the British company at more than $5 billion.
- Honda teams up with GM on self-driving cars October 3, 2018Read full story for latest details.
- Toys 'R' Us brand may be brought back to life October 3, 2018Bankrupt toy retailer tells bankruptcy court it is looking at possibly reviving the Toys 'R' Us and Babies 'R' Us brands.
- Tencent Music plans to go public on US exchange October 3, 2018It dominates the music streaming market in China through its QQ Music, KuGou and Kuwo platforms.
