A Wealth of Common Sense
JULY 15, 2022
I don’t believe there is one singular way to invest your money. If there was everyone would invest that way. Every strategy and philosophy has its pros and cons. The good strategy you can stick with is far superior to the great strategy you can’t stick with so a lot of this comes down to who you are as an investor. There are a number of factors that determine the type of investor you are.
The Reformed Broker
JULY 13, 2022
Put this phrase in your vocabulary for the second half of the year because you are going to be hearing it everywhere: “a mild recession.” This is where the puck is going. All of Wall Street’s chief strategists and chief economists are going to be pivoting to this case if they haven’t already. The “soft landing” idea is going to fade away.
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BlueMind
JULY 15, 2022
Category: Compliance. The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada.
Investment Writing
JULY 12, 2022
Check out my top posts from the second quarter! They’re a mix of practical tips on grammar (#1 & #2), marketing (#3), investment commentary (#4), and blogging (#5). My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. “In order to” versus “to” —The results of my research into whether it’s ever necessary to write “in order to” instead of “to” surprised me. 10-minute
Million Dollar Round Table (MDRT)
JULY 14, 2022
By Cynthia Nallely Rodriguez Barbosa For some of the people you’re calling, you’re creating a negative experience. It’s not personal. A telecommunications company surveyed thousands of young people and found that 81% of respondents feel anxious about making or receiving a phone call. Why? They consider it a waste of time. They do not like to do favors, and many times when someone calls, it’s to ask for something.
Covisum
JULY 12, 2022
Inflation is a top concern for consumers and advisors alike, and that’s why our team prioritized adding an inflation stress test to our product offering. Our advisor-led team understands the concerns of your retired clients and how the right financial planning software can make addressing them easier. Read on to see how we've updated our software to help you quickly and easily address client needs and demonstrate the value of your financial advice.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times M&A
JULY 9, 2022
Social media platform seeks to force the Tesla boss to go through with his takeover
Million Dollar Round Table (MDRT)
JULY 12, 2022
By Andreas T. Dailey Sr., CLTC In our industry, especially in MDRT, we participate in a lot of joint work with other financial advisors and specialists. This can be a winning situation for all involved. It allows us to: Help clients better in complex cases or areas that aren’t our strengths. Work on bigger cases. Expand our knowledge. If you’re not comfortable managing one area of financial planning for your client and you know someone who does well in that area, bring them in.
Financial Times: Moral Money
JULY 10, 2022
Influential member of European Commission advisory board calls for action amid rising criticism of greenwashing
XY Planning Network
JULY 11, 2022
6 MIN READ. Investopedia.com defines direct indexing as “an approach to index investing that involves buying the individual stocks that make up the index, in the same weights as the index.” For example, rather than owning a mutual fund or ETF that tracks the S&P 500, investors can replicate the index, meaning they would own all of the individual 500 stocks that comprise the index.
Financial Times M&A
JULY 14, 2022
US securities regulator asks why Tesla chief did not notify investors before saying deal ‘cannot move forward’ over bots
Million Dollar Round Table (MDRT)
JULY 10, 2022
By Mike Beirne, MDRT Round the Table editor Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 1) Give the referral process a push. One of the reasons good clients don’t give referrals is they don’t know what we’re looking for. If we don’t know, how can they know? I started networking myself by telling 10 to 20 of my best clients exactly what kind of prospect I was looking for from their personal networks.
Financial Times: Moral Money
JULY 13, 2022
Plus, the UK seeks to hold the finance sector accountable for its role in environmental crimes
ModernAdvisor
JULY 15, 2022
June was a difficult month for equity and fixed income investors alike. June 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. June was a difficult month for equity and fixed income investors alike.
Financial Times M&A
JULY 11, 2022
Elon Musk’s agreement to buy Twitter is one of several deals that has thrown up opportunities for specialist funds
The Reformed Broker
JULY 15, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Alex Kantrowitz, and Downtown Josh Brown discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
Financial Times: Moral Money
JULY 12, 2022
Amid the storm around ESG, impact investing offers a way forward
Conneqtor
JULY 14, 2022
Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for Innovator of the Year Thought Leader of the Year (July 14, 2022) — Derek Notman, CFP® was named one of this year’s Rising Stars in the 2022 WealthManagement.com Industry Awards program.
Financial Times M&A
JULY 15, 2022
Billionaire says he needs more time to prepare for courtroom showdown over his attempt to back out of $44bn deal
FMG
JULY 14, 2022
For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. We asked Letizia handpicked questions about the firm, its strategies and it’s processes. It was great to talk with Letizia and hope you enjoy her answers as much as we did. Modernize Your Website. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass.
Zajac Group
JULY 14, 2022
If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised Fund (DAF). DAFs are relatively easy to fund, easy to manage, and they ensure that you get a tax deduction for the full, appreciated value of your donated stock. A tax deduction that can be especially beneficial in a high-income tax year, as may be the case when you have significant equity compensation activity.
The Reformed Broker
JULY 13, 2022
The stickiest thing is going to be fighting the wage-price spiral, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Financial Times M&A
JULY 15, 2022
Twitter has hired Wachtell’s Bill Savitt to try to save its $44bn deal with Tesla’s erratic founder
FMG
JULY 12, 2022
When stocks go down, communication from your financial advisor should go up. However, many financial advisors don’t know what to say to clients during times of extreme volatility. So, they either don’t say anything or they communicate but don’t want to keep reaching out, since they don’t know how much communication is too much.
Wealthfront
JULY 12, 2022
Individual retirement accounts (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on two popular account types: traditional […]. The post What Are the Benefits and Drawbacks of IRAs?
Don Connelly & Associates
JULY 11, 2022
Nailing that initial prospect meeting is crucial if you are to have any chance at starting a relationship. If you follow your first meeting preparation checklist to a T, you’ve established good rapport, shown your authentic self, listened more than talked, and pinpointed the person’s pain points. You mapped out the initial steps to address their biggest concerns and got agreement to forge ahead.
Financial Times M&A
JULY 11, 2022
Letter claims Tesla chief was the one who breached merger agreement as battle over takeover heats up
Financial Times: Moral Money
JULY 15, 2022
Plus, what’s behind Bill Gates’ new $20bn pledge
The Reformed Broker
JULY 12, 2022
Final Trades: Occidental, Qualcomm, JPMorgan & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
FMG
JULY 13, 2022
One of the top questions that we get is, “How can I promote myself as a financial advisor?” And we always tell them how important it is to share content and engage on social media. But with 3.96 billion people on social media , how can you stand out from the crowd? We’re sharing eight ways to stand out on social media and ultimately grow your business. 8 Ways to Stand Out on Social Media.
Financial Times M&A
JULY 11, 2022
Holding company’s investments in vets and insurance are under scrutiny from competition officials
Financial Times: Moral Money
JULY 11, 2022
Plus, the SEC offers whistleblowers a juicy reward
The Reformed Broker
JULY 14, 2022
Final Trades: NXP Semi, Compass, Shake Shack from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
A VC: Musings of a VC in NYC
JULY 10, 2022
I wrote the post at the bottom and linked here when Elon Musk announced his intention to buy Twitter in late April. I am relieved that Musk has decided he does not want to own Twitter. I never thought he would be a good shepherd of the Twitter network and maybe now we have the opportunity to find a better ownership/governance model for it. I understand why the Twitter Board and management team feel they must force Musk to perform on the agreed-upon deal.
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