This is going to be BIG.
MAY 4, 2022
For most founders, fundraising is a struggle. Only a small minority of people are born into the kinds of connections and life paths to provide them instant access to capital. The rest have to work super hard to create access for themselves, build trust and win investors over. That may come with the headwinds of bias working against you—conscious or otherwise.
A VC: Musings of a VC in NYC
MAY 22, 2022
Back in February of last year, I wrote a blog post with the same title and said this about the asset price bubble we were living in and investing in over the last few years: The big question is how does this end? I believe it ends when the Covid 19 pandemic is over and the global economy recovers. Those two things won’t necessarily happen at the same time.
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Financial Times: Moral Money
MAY 25, 2022
World’s second-largest asset manager cites its duty to maximise returns for clients
Financial Times M&A
MAY 26, 2022
Takeover would help transform acquisitive semiconductor company into diversified tech business
Sara Grillo
MAY 9, 2022
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
Indigo Marketing Agency
MAY 17, 2022
Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their algorithm that a longer blog post was better and that 2,300 words was the sweet spot, so you’ve likely heard that metric repeated a lot.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
A VC: Musings of a VC in NYC
MAY 11, 2022
Investing in founder-led businesses is comforting to me. They have the ability to see the forest through the trees and do what is necessary to evolve the business. Two great examples of this are Microsoft in the mid 90s and Facebook a decade ago. Microsoft had spent more than a decade competing and winning the desktop software market and then Netscape came along and presented an entirely new market opportunity that had both major upside and major downside for Microsoft.
Financial Times: Moral Money
MAY 27, 2022
Rightwing populists and industry sceptics are mounting a backlash against a vision for business that looks beyond profits
Financial Times M&A
MAY 13, 2022
Tesla chief questions fake accounts on social media site, leading to share price drop and new doubts over takeover
Mr. Money Mustache
MAY 20, 2022
Boom! Well, that was kinda sudden! In the three months or so since we last spoke, the world has become an entirely different place – at least for those of us who keep up with any sort of international, financial or stock market news. The headlines are new, and the problems are of course very real. Russia has started one of the biggest, shittiest wars in a generation – killing untold thousands of people, displacing millions, and halting trillions of dollars of production and trade.
XY Planning Network
MAY 31, 2022
5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.
This is going to be BIG.
MAY 9, 2022
I’ve been asked by portfolio companies and plenty of others about how they should be changing their strategy given the stock market pullback and what they’ve been hearing on “VC twitter”. My answer depends on whether the company would answer yes to any of the following questions: 1) Did you raise an overpriced round in the last 18 months—one you know was over the top?
A VC: Musings of a VC in NYC
MAY 1, 2022
Last week we held USV’s annual Portfolio Summit here in NYC. Every year we invite the leaders of our portfolio companies to come to NYC and spend a couple of days with us and each other. However, we were not able to do that in 2020 and 2021 so this was our first Portfolio Summit since 2019. In the three years that have passed since our last summit, we roughly doubled the size of our portfolio, adding 65 new investments.
Financial Times: Moral Money
MAY 22, 2022
As more money looks to benefit from the transition away from fossil fuels, picking when and where to invest responsibly is becoming ever more complicated.
Financial Times M&A
MAY 10, 2022
US pharmaceutical group’s biggest deal in more than 5 years comes as sales of its Covid vaccine are set to fall
Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
Don Connelly & Associates
MAY 30, 2022
In their interactions with prospects, financial advisors reach a critical juncture when they must determine when or if a prospect is ready to become a client. If they make the wrong determination, it will likely result in a missed opportunity. Trying to close prospects before they are ready can push them away, while waiting too long can cause them to lose interest.
This is going to be BIG.
MAY 31, 2022
The pandemic and parenthood hasn’t been great for either my eating habits or my activity level—not to mention the two month grandparent visit when we brought Mirren home. Here’s my approach to my snacks: “I finished off this candy too fast. I can’t ever buy it again.” Here’s my father-in-law’s approach to my snacks: “I saw that you finished off the candy so I ran out and bought you some more.
A VC: Musings of a VC in NYC
MAY 31, 2022
Gotham Gives is a public charity that the Gotham Gal and I started one year ago to complement the family foundation that we have been using to make philanthropic gifts for over two decades. A public charity allows us to raise capital from others in addition to our family’s philanthropic gifts. We use this public charity to put together syndicates of donors and raise more capital for our projects than would be possible on our own.
Financial Times: Moral Money
MAY 24, 2022
The Stuart Kirk spat reveals the profound level of uncertainty that makes global warming unlike any other public policy problem
Financial Times M&A
MAY 16, 2022
Tesla chief executive pushes bot concerns amid speculation he is trying to reopen or walk away from deal
Financial Symmetry
MAY 30, 2022
? Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show, … Continued. The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc.
Investment Writing
MAY 30, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, people make this mistake too often. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Dear Mr. Market
MAY 27, 2022
Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.
A VC: Musings of a VC in NYC
MAY 13, 2022
I blogged about the $1k Project For Ukraine a couple of months ago. Since then over 5,000 families in Ukraine have gotten a $1k gift, no strings attached, to help them survive during this crisis. That is $5mm of direct aid to families in Ukraine. Yesterday, Stewart Butterfield, the founder of Slack, tweeted that he and Jen Rubio will be matching another $2.5mm of $1k donations over the next 48 hours, starting at mid-day yesterday. "All” means no need to tweet receipts (or even read this): we
Financial Times: Moral Money
MAY 24, 2022
Stuart Kirk’s speech has won plaudits for prompting debate, but drawn criticism for downplaying risks
Financial Times M&A
MAY 13, 2022
Tesla chief executive blames bots, but some think he is looking for a better deal — or an excuse to walk away
Walkner Condon Financial Advisors
MAY 27, 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis; albeit, it is in many different ways. Our consumer habits are much closer to pre-pandemic patterns. We are dining in restaurants and shopping in stores. Travel is returning to more normal levels as well.
Diamond Consultants
MAY 27, 2022
What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions. What’s driving momentum? Where are these advisors going?
Lakehouse Capital
MAY 25, 2022
The following article was featured in Livewire on May 24, 2022. In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. That said, the severity of the current market drawdown is certainly nothing to sneeze at, with the S&P 500 declining 8.8% in the month of April alone.
BlueMind
MAY 26, 2022
Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they might become.
Financial Times: Moral Money
MAY 10, 2022
Largest asset manager plans to part ways with activists on proposals it deems micromanagement
Financial Times M&A
MAY 7, 2022
Billionaire co-founders grew close to Todd Boehly during their unsuccessful bidding battle for debt manager CBAM
Integrity Financial Planning
MAY 25, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? After months of rising inflation, April’s inflation numbers went down the slightest bit. How do these numbers factor into a financial plan? Brian talks about a company that tracks inflation and how now compares to how it was calculated in the past.
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