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How to play the outperforming financials sector as the second half of 2025 kicks off

CNBC: Investing

Investors heading into Monday's session were looking at financials as the sector outperforms. " SLR was established in 2014 as part of the Basel III reforms to monitor banks Tier 1 capital. Worldwide Exchange airs at 5 a.m. ET each day.) JPMorgan also breaks down its year-end outlook for stocks.

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What To Remember When Selling an Insurance Brokerage

Sica Fletcher

a more diverse portfolio of policies and clients, as well as b.) boost your profits, cut your bottom line), doing so with a brokerage requires paying special attention to the diversity of your policy portfolio. That being said, brokerage owners need to consider a.)

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How To Value an RIA

Sica Fletcher

This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

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Keeping ESG commercial

The TRADE

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” The traders are now discretionary execution guys and the portfolio managers (PMs) don’t get involved.

Trading 59
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How To Sell: Insurance Agency M&A, Step-By-Step

Sica Fletcher

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

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2024 Insurance M&A Market Update: Robust But Complicated

Sica Fletcher

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. The following subsections detail those strategies as well as actionable insights and suggestions on what to do in the coming year(s).

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The 20 greatest trading innovations

The TRADE

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. The first ETF to launch in the US was the SPDR S&P 500 ETF (SPY) in 1993. Portfolio trading Next up is portfolio trading.

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