Wed.May 10, 2023

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Future Proof 2023: First 50 Speakers Announcement Drop

The Reformed Broker

Our first big reveal of speakers, musical acts, media, and sponsors for @FutureProofAC 2023 IS HERE Get your ticket today and join us in Huntington Beach, CA on September 10th-13th Register here: [link] pic.twitter.com/rbQR2zAGDk — The Compound (@TheCompoundNews) May 10, 2023 Today we announced the first fifty speakers who will be appearing at Future Proof Festival 2023.

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Animal Spirits: Business Optimism Crashes

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by YCharts: See here to register for YCharts webinar discussing the scenarios tool with a big emphasis on how it helps streamline the financial planning process for advisors with RWM COO Nick Maggiulli on May 24th at 12:30pm Eastern On today’s show, we discuss: Jerome Powell faces lowest public confidence for Fed Chairman on record, Gallup says International diversification &

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Trending Sources

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Waning of the Melrose model is the end of an era for London

Financial Times M&A

As buyout group moves on to focus on aerospace, investors ponder whether business model can be replicated in ever-shrinking UK equity market

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10 Wednesday AM Reads

The Big Picture

My mid-week morning train reads: • 26 Empire State Buildings Could Fit Into New York’s Empty Office Space. That’s a Sign. Unlike earlier eras of urban success, this time New York did not produce enough housing to keep up with demand. The cost of living skyrocketed. Compare New York with Houston, which remained affordable for ordinary Americans because it built aggressively.

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Melrose calls time on life as a turnround specialist

Financial Times M&A

FTSE 100 group puts the ‘buy, improve, sell’ model behind it by focusing on its aerospace business

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Consolidating fund administration services: How to effectively and efficiently manage the process

Vistra

Managing alternative investment funds in today’s global economy is more difficult than ever, with proliferating and changing country-specific regulations, time-zone differences and other…

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More Trending

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New Research and Education Project from AIC: “Private Investment Works” Highlights Value of Private Equity and Private Credit Across America

American Investment Council

Project to feature latest facts and data about private equity’s contributions to job creation, small business growth, secure retirements, and more. WASHINGTON, D.C. – The American Investment Council (AIC) has launched a new project to share the most up-to-date facts and research about private equity and credit. The project, called Private Investment Works, cuts through the noise to provide data, first-person testimonials, and resources about real-life impacts of private equity and private credit

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The Winning LOI [Vol. 2, Issue 10, No. 13]

Axial

This is Issue #13 of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and certain key deal terms associated with winning LOIs. Sign up to receive the Winning LOI newsletter here. Sponsorship inquiries: editor@axial.net In this issue, we unpack the M&A valuation data and key LOI deal terms of a 30+ year old commercial security services business.

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The Financial Advisors Guide to Instagram

FMG

Social media has become a central point in marketing and advertisement. One of the biggest platforms is Instagram, hosting 1.3 billion active users as the 4th most-used social media platform and 8th most visited site on the internet. It’s no wonder financial advisors might want to explore the platform as a means of engagement. In this article, we’ll look at the unique benefits of Instagram, Instagram’s average audience, how to create your Instagram profile, and examples of effe

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Grading Your Financial Competency

Integrity Financial Planning

It’s quiz time! How would you grade your financial competency? Join us as we ask some critical questions when it comes to your finances. Stay tuned and test your knowledge by seeing how many of these questions you can answer! At the end of this episode, Brian will also answer a few questions from the mailbag. From gauging your net worth to grasping your risk tolerance, these are fundamental aspects you should be well-versed in.

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Finding More Clients Through Webinars and Courses

Indigo Marketing Agency

Are you curious about webinars? At the recent Jolt Conference , one of my favorite sessions was about finding more ideal clients through webinars and courses. It was moderated by Mark Foreman and our panelists were Isaac Presley , Samantha Russell , and Dasarte Yarnway. Although they gave different perspectives, they honed in on varying key points.

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First Citizens makes huge gain on Silicon Valley Bank deal

Financial Times M&A

Windfall transforms bank into the second-most profitable lender in US

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Jolt Conference Attendee Freebies!

Indigo Marketing Agency

FREE STRATEGY SESSION GET A FREE STRATEGY BOOK Hello, Jolt Conference Attendees! What a week, am I right? So much information and great sessions for everyone. I hope that you really took away some actionable items you can implement into your business right now. If you have any additional questions on what’s been working—and what’s not—with your marketing strategy, reach out to our team today; we would love to provide a free strategy consultation.

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BS&A Attracts Significant Growth Investment from Serent Capital

Serent Capital

BS&A, a leading ERP software provider to municipalities, has announced it received a significant growth investment from Serent Capital.

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Book a Free Marketing Strategy Call

Indigo Marketing Agency

Financial advisors, are you looking to level up your marketing game? Look no further! Indigo Marketing Agency specializes in helping financial advisors learn the secrets to success that top advisors use. During our strategy call, we will discuss what’s been working (and what’s not) and offer expert insights on how you stack up against your competition.

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Icahn says a ‘blitzkrieg’ hit him

Financial Times M&A

Plus, China raids due diligence firms and Gen-Z lawyers overlook Big Law

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Venture capital in the climate spotlight

Financial Times: Moral Money

VC companies jostle to prove their green credentials

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Allkem/Livent: lithium deal appears underpowered for smaller partner

Financial Times M&A

Two companies are combining in an all-stock merger worth $10.

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3% or Bust

The Big Picture

The good news: Consumer Price Index (CPI) came in modest at 0.4%, with a year-over-year 4 handle at 4.9%. I expect this will continue to fall over the next few months and is likely to have a 3 handle before Christmas, maybe even Halloween. The inflation that appeared so pernicious in 2021 and into 2022 was driven by the combination of 3 things: – Unique pandemic factors – Massive monetary stimulus (CARES ACT I, II & III) – Structural (long-term) shortages in labor and singl

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Australian lithium producer Allkem strikes merger deal with US rival Livent

Financial Times M&A

Key battery component lithium is pivotal as car industry switches to electric

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More on Grilling Canadian Pension Executives on China Investments

Pension Pulse

Christine Dobby of the Toronto Star reports Canadian pension fund giants grilled by federal lawmakers over China investments: Federal lawmakers grilled Canada’s biggest pension fund managers about their continued investments in China this week amid spiking diplomatic tensions between the two countries and ongoing concern about human rights abuse in Xinjiang.