A VC: Musings of a VC in NYC
JUNE 21, 2022
The last six months have been a challenging time for tech and tech startups. Macro events have weighed on the sector, valuations have come crashing down, revenue growth has slowed (or stopped), and layoffs are happening across the sector. Many of the folks I work with are frustrated. The things that were working in their business stopped working and they can’t get it moving again.
Financial Times: Moral Money
JUNE 9, 2022
Shares of energy majors have soared this year in the wake of war and surging commodity prices. But as the climate crisis rages, will the sector reward investors over the longer term?
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Financial Times M&A
JUNE 15, 2022
While others move wealth ahead of critical election, Jaime Gilinski is aiming for the country’s crown business jewels
FMG
JUNE 28, 2022
For the last “Trending This Tuesday” of June, we have some awesome marketing articles for you! With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup. 1. Can You Still Tell A Fantastic Story With A Technical Topic? via Perfectly Planned Content. You can find story-telling in some pretty unlikely places, and it’s beneficial in almost all aspects of marketing.
Fortune Financial
JUNE 21, 2022
Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.
Don Connelly & Associates
JUNE 6, 2022
I have a thought I want you to pass on to your clients. Tell them this from me. The only people who lose weight are the people who hire trainers. People that buy equipment and put it in a house don't use the equipment. How many times have you seen a treadmill with a neck tie or a blouse hanging on it? You're the trainer. You make them do sit ups and you get them on the treadmill.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times: Moral Money
JUNE 5, 2022
With allegations of greenwashing at the highest levels, does it still make sense for funds to package together environmental, social and governance factors?
Financial Times M&A
JUNE 8, 2022
Social media company says it expects shareholder vote by early August as it agrees to Tesla boss’s information demand
Wealthfront
JUNE 17, 2022
We’re thrilled to announce we’re raising the APY on the Wealthfront Cash Account from 0.85% to 1.40% following the Federal Reserve’s decision to raise the target range for the federal funds rate. That means your cash will earn nearly 20x the interest at Wealthfront it would earn in a traditional savings account. And of course, […]. The post The Wealthfront Cash Account Now Has a 1.40% APY appeared first on Wealthfront Blog.
Integrity Financial Planning
JUNE 29, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point? What is the inflation rate that Brian factors into financial plans?
Hubly
JUNE 28, 2022
New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.
A VC: Musings of a VC in NYC
JUNE 7, 2022
New York Senator Gillibrand and Wyoming Senator Lummis have teamed up to propose a bi-partisan bill that would shift much of the regulatory oversight of crypto assets from the SEC to the CFTC, acknowledging that these tokens are much more like commodities than securities. The details of the bill will be made public today and then there will be a lot of feedback from elected officials, regulators, and industry.
Financial Times: Moral Money
JUNE 6, 2022
Even as more asset owners shun fossil fuels, some argue that a combination of engagement and the threat of denying funds would have the most effect
Financial Times M&A
JUNE 6, 2022
Tesla chief accuses social network of ‘material breach’, claiming it failed to provide details of fake accounts
Wealthfront
JUNE 13, 2022
When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the name for when your earnings […].
XY Planning Network
JUNE 27, 2022
5 MIN READ. Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Specialist. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is assigned to one Member Experience Specialist from
Hubly
JUNE 28, 2022
Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.
Don Connelly & Associates
JUNE 27, 2022
Financial advisors play a vital role in helping clients achieve their most important financial goals. But where they really earn their fees is during times like these, when helping clients navigate the choppy waters of extreme market volatility. Clients look to their advisors to guide them through scary times and reassure them that everything will be okay.
Financial Times: Moral Money
JUNE 1, 2022
JPMorgan chief pushes back against conservative criticism of corporate America’s environmental and social agenda
Financial Times M&A
JUNE 28, 2022
Owner of UK pharmacy and beauty group blames market turmoil for bids being below its expectations
Financial Symmetry
JUNE 27, 2022
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important … Continued. The post During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167 appeared first on Financial Symmetry, Inc.
Investment Writing
JUNE 27, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. This item has multiple mistakes, but there’s one big one that caught my eye. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for June 27: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Integrity Financial Planning
JUNE 22, 2022
How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run. Inflation means that prices for everything is going up. Delta Dental found in a poll that kids received more than $5 a tooth from the “tooth fairy” this year! Is this a teachable moment for your kids?
XY Planning Network
JUNE 23, 2022
4 MIN READ. In 2018, Simidele (sim-me-day-lay) Adeagbo (ah-day-ahg-bow) became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton (a sport in which athletes hurl themselves headfirst on a sled down an icy hill at 80 miles an hour) at the Olympics. All while navigating a predominantly Eurocentric, male-dominated sport on the world's biggest stage, where a woman of color had never been represented.
Financial Times: Moral Money
JUNE 30, 2022
Staying silent might be easier but it could damage both company reputations and the US political economy
Financial Times M&A
JUNE 6, 2022
Deal by MFS Africa is further evolution of continent’s rapidly growing fintech scene
Conneqtor
JUNE 23, 2022
Ideal employees don’t wear suits. Software engineers only wear hoodies. Tech innovators don turtlenecks. Most financial advisors are taught that to be successful, then we need to dress the part. You want to earn a million, dress like you’ve already reached that point. If you want your handshake to be impactful, strap on that Rolex.
Diamond Consultants
JUNE 23, 2022
Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? Here are 4 things that can help you to regain control of your business life. News of major acquisitions of broker dealers is nothing new—particularly in recent years.
Covisum
JUNE 23, 2022
I’m sure you spend loads of time figuring out financials for your clients. But, when was the last time you spent the same amount of time on your business? Building a road map for your business is crucial, especially if you own, operate, or work for a small-to-medium-sized RIA.
Steve Sanduski
JUNE 22, 2022
What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about “what’s the money for” and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life.
Financial Times: Moral Money
JUNE 21, 2022
Tighter emission rules and evolving client demands force producers towards battery powered vehicles
Financial Times M&A
JUNE 12, 2022
Hundreds of workers stand to collect $175,000 in average profits after sale of CHI Overhead Doors
FMG
JUNE 22, 2022
Almost all businesses need marketing, from supermarkets to mega conglomerates. Marketing is the lifeblood of any successful company because it brings in new prospects and keeps current ones interested. Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game.
Hubly
JUNE 21, 2022
This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.
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