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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
- Franklin CEO on Trump, IPOs, Crypto Market, Inflation (Video) January 21, 2025
- FTSE 100 Live: UK Wage Growth Accelerated in November January 21, 2025
- China’s Self-Reliance Push Hampers Trump-Pleasing Energy Deals January 21, 2025President Donald Trump has held off imposing tariffs on Chinese exports while his government reviews a trade deal struck during his first term, hoping for more purchases of US oil, gas and farm products.
- Insight with Haslinda Amin 1/22/2024 January 21, 2025Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
- Milei ‘The Madman’ Is Back in Davos After Racking Up Victories in Argentina January 21, 2025Argentina's president has achieved what few considered possible just a year ago. Will he be able to overcome even bigger challenges in 2025?
Bloomberg Business News
- Bloomberg Daybreak Europe:Trump's 25% Tariff Timeline (Podcast) January 21, 2025Source: Bloomberg, 21:48
- Trumps 25% Tariff Timeline, Jan 6th Rioters Pardoned, More January 21, 2025Source: Bloomberg, 6:46
- Trump Plans to Enact Tariffs on Mexico, Canada by February January 21, 2025Good morning. Donald Trump takes world financial markets on a rollercoaster ride. The race to lead Germany is diverting through Davos. And the UK government may be poised to back a third runway at Heathrow. Listen to the day’s top stories.
Financial Times
- Britain’s situation remains fragile January 20, 2025The government must retain the confidence of its creditors
- The climate has changed on green virtue signalling January 20, 2025A behind-the-scenes look at the work of Rutherford Hall, critical communications strategist
- Bond wobble underscores allure of cash January 18, 2025The asset class has proven far stickier than most big fund managers anticipated
- Tennessee drops BlackRock ESG suit after asset manager agrees concessions January 17, 2025State’s attorney-general had accused $11.6tn fund manager of breaching consumer protection rules
- Gilts post 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
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.
