Zolio Women's Competition

ZOLIO FEATURED NEWS

ZOLIO WOMEN’S COMPETITION

Zolio Women’s Competition Meet and Greet event in Boston, February 22, 2017 [L-R] Pavithra Paravatsu, Competition Winner; Olive Darragh, Zolio President and founder; Shaima Ahmadi, Competition Creativity Winner/Performance Mention.
The Zolio Women’s Investment Competition was created as a vehicle for women of all skill levels in investing and finance to try managing money and learn about the stock market in a risk-free way.  The Zolio Women’s Competition awarded over $10,000 in cash and prizes based not only on portfolio performance, but also strength of trading plans, creativity, and level of engagement and resilience of the participants.

STATE STREET ADVISORS

State Street Advisors has installed a statue of a girl in front of the Wall Street bull in downtown Manhattan and has asked over 3,500 companies to take steps to increase the number of women on their boards. [PHOTO:  Rachael Levy]
From Business Insider:  State Street Global Advisors, the world’s third-largest asset manager, installed a bronze statue of a defiant girl in front of Wall Street’s iconic charging bull statue as part of its new campaign to pressure companies to add more women to their boards. State Street has cited gender diversity as a way to improve company performance and increase shareholder value.

ZOLIO MARKET COMMENTARY

Fundamentals of Equity Securities

Fundamentals of Equity Securities

While debt and real estate are very important components of capital markets and corporate finance, the Series 7 exam and FINRA themselves spend a lot of time on equities. To pass the Series 7, you need to both be familiar with equity and the rules behind equity trading. This week Zolio digs into the basics of equities as FINRA and the Series 7 exam see it.

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Fundamentals of Equity Securities

Preparing for The Series 7

We’ve talked about the SIE over the last few weeks, and now it’s time to talk about the Series 7, a much bigger and harder test that all financial professionals will need to pass if they want to provide financial services to clients. It isn’t an easy test, but it isn’t impossibly hard either–you just need to know where to focus your energy. And where is that? Read Zolio’s latest for the details.

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Being Partners is Challenging, but Rewarding

Being Partners is Challenging, but Rewarding

Like in life, partnerships in business depend on clear communication and knowing the boundaries of what is and is not acceptable behavior. Fortunately, those rules have a century of history in the U.S., which is why all financial professionals are expected to know about GPs, LPs, and DPPs.

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The Quick Skinny on Bonds

The Quick Skinny on Bonds

To dig further into the SIE/Series 7 tests, we discuss many of the major topics in debt markets that, unlike the more familiar stock market, are much more complex and have more far-reaching implications for companies and investors. That’s probably why FINRA likes to test on these topics quite heavily.

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