Sat.Jun 04, 2022 - Fri.Jun 10, 2022

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Oil and gas back in vogue for retail investors

Financial Times: Moral Money

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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Twitter to share data with Musk as it presses ahead with vote on $44bn deal

Financial Times M&A

Social media company says it expects shareholder vote by early August as it agrees to Tesla boss’s information demand

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Two Stories to Help You Explain What You Do

Don Connelly & Associates

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.

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The Gillibrand Lummis Bill

A VC: Musings of a VC in NYC

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.

Assets 59
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How ESG investing came to a reckoning

Financial Times: Moral Money

With allegations of greenwashing at the highest levels, does it still make sense for funds to package together environmental, social and governance factors?

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Musk threatens to abandon $44bn Twitter takeover

Financial Times M&A

Tesla chief accuses social network of ‘material breach’, claiming it failed to provide details of fake accounts

More Trending

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Social Security Retirement Planning in Times of Uncertainty

Covisum

How often do clients ask if Social Security will be there when they retire? How many have no idea that they should be worried at all? Too many retirees are either misinformed or under-informed about Social Security , how it’s funded, and what the Social Security Administration (SSA) is saying about the health of the program’s future. There’s no shortage of information — and misinformation — about the future of Social Security, so it’s crucial for financial advisors to be a trusted resource for r

Funds 52
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Divestment: are there better ways to clean up ‘dirty’ companies?

Financial Times: Moral Money

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

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African payments company makes rare purchase of US fintech

Financial Times M&A

Deal by MFS Africa is further evolution of continent’s rapidly growing fintech scene

Companies 105
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Tackling Death: A Stepwise Process for Being Prepared for the Inevitable

Tobias Financial

Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t happen. Recently our Wealth Advisor Catalina Franco-Cicero offered a stepwise process to prepare for the inevitable in a recent issue of THE BRIEF powered by CHIP Professionals. .

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From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement

Diamond Consultants

There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently. Ten years ago, if I asked a successful advisor in the prime of their career to explain their succession plan and glide path to retirement, they likely would have looked at me like I had three heads.

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SEC investigating Goldman Sachs for ESG claims

Financial Times: Moral Money

US regulator has been putting more focus on potential ‘greenwashing’ in finance

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Musk/Twitter: Wall Street should resist conscription into Elon’s war

Financial Times M&A

Tesla boss discloses letter that accuses social network of thwarting his requests for information related to spam and fake accounts

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5 Ways #XYPNLIVE 2022 Will Change Your Year & Your Firm

XY Planning Network

5 MIN READ. Two years into the pandemic, it’s clear that life and work have changed in lasting ways. At #XYPNLIVE 2022, you’ll find a schedule designed to help you re:imagine, re:define, and re:invent what the next normal will look like for you and your firm. Every year, #XYPNLIVE is the place the Network gathers. You’ll step out of your day-to-day experience of financial planning and firm ownership to reconnect with the brain trust you need to succeed.

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Can I Really Earn 9% on I Bonds?

Financial Symmetry

You may have caught a headline or heard some murmurers from colleagues about I Bonds and their currently high interest. If so, you’ve likely wondered how they have that interest rate in this market environment or if you should be … Continued. The post Can I Really Earn 9% on I Bonds? appeared first on Financial Symmetry, Inc.

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Market mispricing of risk will continue

Financial Times: Moral Money

The misallocation of capital is not just down to freakish monetary policy

Capital 90
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Octopus submits last-minute bid for electricity supplier Bulb

Financial Times M&A

Centrica and Abu Dhabi’s Masdar also in three-way race ahead of deadline at end of month

Bidding 98
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Best Books for Financial Advisors to Deepen Your Self-Awareness

Steve Sanduski

This is the first in a series of best books for financial advisors posts. Each post will cover a certain aspect of being an indispensable advisor and guide you along your path to mastering advice. Regardless of where you are in your financial advisor journey, you will find deep wisdom in these best books for financial advisors. I’ve read all of them and refer back to them regularly.

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Eva Warigia

Africa Private Equity News

Collaboration and communication are key to unlocking the many opportunities arising across the continent. Africa Private Equity News Africa Private Equity News is addressing a critical aspect of the ecosystem by providing at hand, through its different platforms, continental deal news for investors to gain a fair position of the market.

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The holes in holistic ESG indices

Financial Times: Moral Money

Choices over inclusion in benchmarks of goodness are dubious in nature

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Khan vows ‘muscular’ US antitrust approach on private equity deals

Financial Times M&A

FTC chair warns of ‘life and death consequences’ when buyout groups own broad sectors of economy

Buyout 90
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Onfleet Raises $23M Series B Funding to Help Businesses Optimize and Scale Last Mile Delivery Operations

Kayne Capital

… The post Onfleet Raises $23M Series B Funding to Help Businesses Optimize and Scale Last Mile Delivery Operations appeared first on Kayne Capital.

Funds 40
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Take Charge of You Through Self-Coaching with David Novak

Steve Sanduski

In a Nutshell: Many of the best leaders are avid learners. But if you want to reach the absolute pinnacle of your potential, learning in and of itself isn’t enough. David Novak says that leaders have to be “action learners” who use what they’ve learned to make an impact. Once you’ve flipped that switch, you’ll effectively be coaching yourself to perform better and achieve more.

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Aviva explores using shareholder money to fund infrastructure projects

Financial Times: Moral Money

Insurance group wants to back early-stage investments with a social purpose

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Credit Suisse chief brushes aside State Street takeover rumours

Financial Times M&A

Swiss group’s Thomas Gottstein quizzed over blog report the day after his bank issues its third profit warning of the year

Banks 75
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Bark Technologies Secures $30 Million Series C For Global Expansion

Kayne Capital

… The post Bark Technologies Secures $30 Million Series C For Global Expansion appeared first on Kayne Capital.

Capital 40
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10-minute boosts for your financial content marketing

Investment Writing

Financial content marketing helps you to attract new clients by boosting your visibility and showing that you can solve their problems. Great financial content takes time to create. But you don’t always have big chunks of time to devote to your content strategy, writing, editing, and promotion. Don’t despair! You can give your content a boost when you have as little as 10 minutes to spare.

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What BP’s former chief Lord Browne regrets

Financial Times: Moral Money

Plus, is Toyota really serious about electric vehicles?

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Tidjane Thiam’s Spac replaces Pimco with ‘better fit’ Edward Zeng

Financial Times M&A

Investment vehicle led by the ex-Credit Suisse chief has yet to do a deal since launching in February 2021

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Boots/Reliance: Ambani could reinvigorate UK chemist chain

Financial Times M&A

A successful bid with Apollo could lead to Boots becoming a high street name in India

Bidding 85
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Toshiba chief says he would be happy to be remembered for selling company

Financial Times M&A

Taro Shimada is presiding over the potential sale of one of Japan’s best known companies

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The Swiss blogger with the market-moving story of the week

Financial Times M&A

Tale about an unlikely combination between State Street and Credit Suisse left many looking credulous

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Mediclinic rejects £3.4bn takeover proposal

Financial Times M&A

Private hospitals group says offer from biggest shareholder and shipping group is undervalued

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Warburg-backed news group Reorg Research hires bankers for sale

Financial Times M&A

Transaction could value specialist distressed debt and bankruptcy information provider at about $1.

Debt 74