XY Planning Network
MAY 15, 2023
If you’re thinking about diving into marketing automation for your RIA, or building out a marketing funnel for your financial planning firm, you’re in the right place. Part of a robust marketing funnel is a tech stack that does 3 things: Gives you time back in the day Automates important touchpoints with your leads Doesn’t cost more than it’s worth.
A Wealth of Common Sense
MAY 15, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin? What to do with a high concentration of crypto in your portfolio Crypto v AI applications What drives the price of Bitcoin.
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Financial Times M&A
MAY 15, 2023
Competition officials in Brussels take different view from UK regulator on cloud gaming market
Steve Sanduski
MAY 15, 2023
Guest: ChatGPT , a natural language processing tool driven by AI technology that allows you to have human-like conversations and complete a variety of other mind-blowing things. This artificial intelligence (AI) chatbot developed by OpenAI was released in November 2022 and has been upgraded since then. In a Nutshell: With all the excitement and interest around artificial intelligence, particularly ChatGPT, I thought it was time I did an episode on AI.
Financial Times: Moral Money
MAY 15, 2023
Sustainability barely featured in many senior leaders’ degrees but new courses are helping them catch up
The Big Picture
MAY 15, 2023
My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. ( Businessweek ) • The sobering stats behind ‘past performance is no guarantee of future results’ : Most top performing managers fail to stay on top, according to S&P Dow Jones Indices.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Pension Pulse
MAY 15, 2023
Amanda White of top1000funds recently interviewed CalPERS's CIO Nicole Musicco on how their 2030 strategy is centered around beefing up their private markets: Private markets are the cornerstone of CalPERS’ 2030 goal and strategic destination according to CIO Nicole Musicco, which will include building capabilities inhouse for direct investing. Musicco said there were “a ton of structural changes in the market right now” – pointing to the geopolitical, climate change and the interest rate enviro
Financial Times: Moral Money
MAY 15, 2023
Veteran private equity executive Chip Kaye suggests looking for companies that can adapt to new financial conditions
Quiet Growth
MAY 15, 2023
Risk-free bonds are a theoretical concept in finance, referring to an investment that guarantees return without any risk of financial loss. The idea is that the bond issuer has a 100% probability of fulfilling their debt obligations, meaning that the investor will receive the agreed interest payments and the return of the principal at maturity. In practice, no investment is entirely risk-free, but some investments are considered close to risk-free.
Axial
MAY 15, 2023
In this episode, Peter Lehrman sits down with Walker Deibel, a serial acquisition entrepreneur, successful small business M&A advisor and author of the canonical work Buy Then Build, How Acquisition Entrepreneurs Outsmart the Startup Game. Walker is also the founder of Acquisition Lab , an acquisition entrepreneur incubator. He has acquired seven companies over ten years and co-founded several startups.
Don Connelly & Associates
MAY 15, 2023
Goal setting is the second step of the client data-gathering process —unquestionably the most critical step in solidifying the client relationship and the key to setting your clients up for success. Beyond offering the technical expertise to help clients navigate the complex realm of financial planning, the most valuable service financial advisors bring to the table is helping them align the use of their resources with the things that are most important to them.
Tobias Financial
MAY 15, 2023
We are excited to welcome Erika Roldan to our team. Erika serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with daily tasks. She is passionate about assisting clients on their way to reach their financial goals and gets motivated by seeing them succeed. Erika is currently working toward earning her bachelor’s degree in finance at Florida International University.
Covisum
MAY 15, 2023
As a financial advisor who focuses on retirement income planning, you know that delivering value to your clients is essential to your success. The market is saturated with ineffective software and tools, s o how can advisors showcase the value they deliver? The most successful advisors are showcasing their value through clear reporting, high-quality service, and by demonstrating their expertise.
Financial Symmetry
MAY 15, 2023
Are you the type of person who loves surprises? One surprise you probably don’t enjoy is having to pay more taxes than you anticipated. Unfortunately, taxes are a necessary part of life. The best thing you can do to ensure … Continued The post 9 Ways to Prevent Taxes from Catching You by Surprise, Ep #190 appeared first on Financial Symmetry, Inc.
Financial Times M&A
MAY 15, 2023
Canadian group seeks between £4bn and £5bn in bet group will prove resilient during downturn
Financial Times: Moral Money
MAY 15, 2023
Plus, US pension fund Calpers takes aim at ‘greenwashing’
Financial Times M&A
MAY 15, 2023
Buyout group will pay $970mn in cash but predominantly use stock to complete the acquisition
The Big Picture
MAY 15, 2023
One of the core philosophical beliefs I hold dear is that the future is inherently unknown and unknowable. This tends to be true for the vast majority of people almost all of the time. The world is full of endless, random, often-invisible factors that greatly impact outcomes. Our own psychology works against our understanding this: Our hindsight bias allows us to see these unknowable results with perfect after-the-fact clarity; that fools us into believing our prior expectations turned out to be
Financial Times M&A
MAY 15, 2023
Despite touted ‘synergies’, there is little obvious overlap from which to cut costs
Financial Times M&A
MAY 15, 2023
Purchases by the world’s biggest 1,200 companies triple in a decade to rival dividends in scale
Financial Times M&A
MAY 15, 2023
Plus, why KKR failed to rescue Envision Healthcare and Tiger looks to off load its tech investments
Financial Times M&A
MAY 15, 2023
Canadian owner has not grown the estate at rate originally envisaged but has still made money
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