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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
- BlackRock Reaches Settlement With Tennessee Over ESG Strategy January 17, 2025Tennessee said it settled a lawsuit with BlackRock Inc. after accusing the world’s largest money manager of allegedly breaching consumer protection laws by making “misleading” statements about its ESG investment strategy.
- Stalled-Out Tech Stocks Leave ‘Other 493’ to Drive Market Gains January 17, 2025Some less-loved sectors of US equities are taking the lead in driving the market higher to start 2025, as lofty valuations and slowing profit growth dull the appeal of the technology giants that fueled much of last year’s strength.
- Treasury Futures Traders Shake Up Positioning on Fed Cut Bets January 17, 2025Futures traders are shaking up their bets in the Treasury market after benign inflation data and dovish comments from a Federal Reserve official.
- TikTok Will Stay in Business, Says Munster January 17, 2025Gene Munster, Deepwater Asset Management managing partner, says he thinks TikTok will stay in business. He talks about how the Supreme Court ruling could impact investors on "Bloomberg Technology." (Source: Bloomberg)
- Dead Deals Come Back to Life as ‘Animal Spirits’ Return to M&A January 17, 2025Blockbuster deals that died a decade ago are coming back to life, as sectoral, regulatory and political tailwinds create favorable conditions for reviving transformational transactions.
Bloomberg Business News
- Israel-Hamas Ceasefire Closer: Evening Briefing Europe January 17, 2025A ceasefire deal has been approved by Israel’s high-level security cabinet, paving the way for a pause in fighting in Gaza. The six-week truce deal, which would exchange Israeli hostages for Palestinian prisoners, will now be brought to a full cabinet meeting. It is expected to be agreed despite opposition from the right of the Israeli […]
- Nintendo’s Switch 2 Is Exactly What We Expected January 17, 2025The next console from Nintendo is a Switch, but bigger and better
- Texas Car Tuner Hennessey Launches Tactical Division With $250,000 Jeep January 17, 2025The Texas auto shop known for the Venom F5 hypercar will start making extreme rescue vehicles this year.
Financial Times
- Gilts set for best week since July after run of poor economic data January 17, 2025Investors increase bets the Bank of England will be more aggressive in cutting rates as FTSE 100 hits record high
- The bond markets vs Donald Trump January 17, 2025There is a notable — and rising — risk of financial turmoil if the new White House does anything to spook investors
- ETF flows obliterate previous full-year record to hit $1.5tn January 17, 2025Buying frenzy peaked at end of year spurred by Donald Trump’s presidential victory
- Can sustainable investing survive Trump 2.0? January 17, 2025The political backlash against ESG has intensified — but the sector is evolving
- Retail investors flock to gilts in first two weeks of 2025 January 16, 2025Platforms report surge in sales to take advantage of CGT exemption
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.
