A Wealth of Common Sense
MAY 11, 2023
A reader asks: Big fan of The Compound from Japan! My mother (59 yo now and will be retiring in 8 years) is one of those people who doesn’t believe in putting money in the stock market because she’s afraid to “lose it all” – there are a lot of people in Japan who are still traumatized from the stock market bubble collapse in the early 90s.
Million Dollar Round Table (MDRT)
MAY 11, 2023
By Antoinette Tuscano, MDRT Content Specialist You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you do something better, faster or cheaper. Instead, communicate like some of the most successful leaders and companies. Talk about your why. Why do you care? Why are you truly in business?
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Financial Times: Moral Money
MAY 11, 2023
Bank pledges to step away from some fossil fuels ahead of annual meeting of shareholders
The Reformed Broker
MAY 11, 2023
Final Trades: P&G, Terreno Realty, Toast & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
The Big Picture
MAY 11, 2023
SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). This year, we are upping the ante, with more guests speakers, more live podcast recordings, and more fun! I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ).
Financial Times M&A
MAY 11, 2023
Microsoft and Activision’s fury over blocking of merger by regulator has rightly provoked little angst
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Quiet Growth
MAY 11, 2023
The Japanese real estate market experienced one of the most significant crashes in history during the late 1980s and early 1990s. This was a notable event in economic history. The asset bubble, as it was called, was fueled by excessive lending by Japanese banks, low-interest rates, and speculative investment. The crash profoundly impacted the Japanese economy and is still felt today, almost three decades later.
American Investment Council
MAY 11, 2023
This week, the Federal Reserve Board released its semiannual Financial Stability Report which evaluates various risks in the financial markets, and makes general observations about any new financial stability concerns. This Report included a specific private capital section with an analysis of risks posed by private credit. Notably, the report concluded that private credit does not pose financial stability risk, or that such risk is “limited.” Specifically, it highlighted the relatively lo
Indigo Marketing Agency
MAY 11, 2023
At the recent Jolt Conference , I was so excited to finally meet one of our influencers, Dr. Preston Cherry. He shared the art of storytelling for financial advisors, and really it starts with active listening. Dr. Cherry shared some great practices that I think advisors can really implement today when you’re sitting down to meet with a current or prospective client.
Tobias Financial
MAY 11, 2023
Steadfast in our commitment to community involvement, Tobias Financial Advisors is a proud supporter of Memorial Healthcare System’s CHOP Challenge. On May 17th, 2023, Memorial Healthcare System will host a food & wine festival to raise awareness of the importance of healthy eating and raise funds to benefit the Memorial Cancer Institute. Attendees will receive the opportunity to taste the culinary creations, vote for their favorite, enjoy samples from local restaurants, and receive importan
Indigo Marketing Agency
MAY 11, 2023
So recently I heard from Marvin Mitchell at the Jot Conference about creating that quality of life as an advisor. And I know many of you have heard the phrase before, work hard, play hard. And he’s really been able to establish that in his practice by creating a process that works. It takes that burden off of his team because he got to the point where he was bringing in 200 plus leads at a time.
Financial Times M&A
MAY 11, 2023
Plus, SoftBank nears a deal to sell Fortress and Adani Group boosts its defences after being hit by a short seller
Hubly
MAY 11, 2023
Having a solid marketing plan will get you more clients, grow your brand and scale your business.
Financial Times M&A
MAY 11, 2023
Shares in ecommerce group tumble after it calls proposal from US buyout group inadequate
Financial Times - Banking
MAY 11, 2023
Decision on Swiss domestic unit expected within months
The Big Picture
MAY 11, 2023
My morning train WFH reads: • Is the Fed data-driven or data-ridden? The Federal Reserve constantly reminds us that its decisions are “data-driven” or “data-dependent.” But what does that even mean? And what are the dangers when data loom too large? ( Stay at Home Macro ) • Workers Are Happier Than They’ve Been in Decades : Labor shortages and shifting expectations lead to improvement for millions, survey shows. ( Wall Street Journal ) see also Work-Life Balance Is Their Second Priority.
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