Wealth Management Wednesdays

Wealth Management Wednesdays

Thank you all who came to the Fall 2014 orientation on Wednesday, September 10. Dean Steele, Dr. Ivanov, Dr. Pagani, and the BIA officers are impressed by the number of ambitious students whom show interest in the financial sector. This will be a great semester full of learning, growing, and networking.

 

As explained at orientation, every Wednesday will be a presentation from outstanding financial institutions and banks. This Wednesday, September 17th, we will be hosting Private Ocean, a wealth management firm based in Marin County. Their Founder/Chairman, Richard Stone, will be in attendance, so come ready. If you have questions about, or want to learn more about wealth management- this presentation is for YOU!

 

Lastly, if you still need to sign up to become a member we will be accepting payments for the next two meetings. Membership for one semester is $35 and for a full year $45. All payments can be made by cash or check (made out to the Banking and Investment Association).

 

See you on Wednesday!

#WealthManagementWednesday #WMW #BIA

BIA Orientation

BIA Orientation

Orientation is September 10th at 4:30 pm in BBC 032. Look forward to an evening of great food,  professional networking, and an opportunity to hear about what the Banking and Investment Association can do for you. Doors open at 4:15 pm- We will see you there!

 

IEX Raises $75 Million in New Financing

IEX Raises $75 Million in New Financing

IEX, the start-up trading platform, has raised a whopping $75 million in a new round of financing. The money will help IEX become a full-fledged stock market. Read more on this development from New York Times here.

So Good, So Far

So Good, So Far

In just our second day of tabling, the BIA has reached out to over 50 future members! Make sure you check us out for information on bank tours, finance presentations, and scholarship opportunities. We will be in front of the Boccardo Business Center bright and early at 7:30am. See you there!

-Banking and Investment Association

Fall Semester is Here!

Fall Semester is Here!

Welcome all to Fall Semester 2014. Make sure you stop by the Business building and check out the BIA table for great information and a chance to meet the officers!

http://www.bia-sjsu.org/wp-content/uploads/2014/08/140820_adv_gettoknow2-1024x682.jpgDealing With the ‘Personal’ in Personal Finance

Dealing With the ‘Personal’ in Personal Finance

Great read!: An article on getting personal with clients when financial advising.

Tim Maurer with the BAM Alliance believes the main problem with financial advising is, “We don’t know our clients well enough.”

To read more and get some helpful tips, click here for the link to the article.

Consumer Spending in U.S. Unexpectedly Declines

Consumer Spending in U.S. Unexpectedly Declines

Link to article. 

New Officers Social!

No meeting this week. Instead, come on out to the New Officers Social! This will be a great time to meet next semester’s officers, and have a last hurrah before finals!

  • Day: Wednesday, March 7
  • Time: 5:30 PM
  • PlaceThe Britannia Arms, 173 West Santa Clara Street


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