A VC: Musings of a VC in NYC

JUNE 27, 2022

The Gotham Gal and I own five EVs and have been driving electric-powered cars since 2014. I don’t drive gas-powered cars and haven’t for a few years now. We have purchased two Chevy Bolts, two Tesla Model Ss, and one Rivian truck. I love the instant acceleration you get from an EV, I enjoy driving mostly with just one foot due to the fact that EVs accelerate and brake using the accelerator pedal, I like that I can charge my car every night at home (using solar panels on our roofs) an

Taxes 96

Taxes 96

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.

Prospects 78

Prospects Investing 78

Financial Times: Moral Money

JUNE 30, 2022

Staying silent might be easier but it could damage both company reputations and the US political economy

Companies 98

Companies 98

Financial Times M&A

JUNE 28, 2022

Owner of UK pharmacy and beauty group blames market turmoil for bids being below its expectations

Bidding 98

Bidding 98

Advent International

JULY 1, 2022

Chicago, USA and Nuremberg, Germany – July 1, 2022 – NielsenIQ and GfK SE (“GfK”), two leaders in global information services, today announced a definitive agreement through which the companies plan to combine, creating new capabilities in the consumer and retail measurement industry. Powered by state-of-the-art cloud technology, the combination will bring together complementary data and analytics assets to provide a comprehensive view of shopper spending through a total store read, enabling cli

Legal 52

Legal Shareholders Hedge Funds Assets 52

Covisum

JULY 1, 2022

An estimated 65 million people rely on retirement and disability benefits, and many are concerned about Social Security's future. Last month, the Social Security Board of Trustees released their annual report detailing the program's financial status. The 2022 report presents new opportunities for financial advisors who know where to look.

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Financial Times M&A

JUNE 27, 2022

Plus, the legacy of an Italian tycoon and a South African internet group’s bet on Tencent pays off a little too much

Companies 80

Companies 80

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?

Assets 52

Assets Taxes Stock Market Stock Market 52

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.

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Financial Times: Moral Money

JULY 1, 2022

Despite a high profile defeat for Carl Icahn on animal welfare, activists scored notable wins in shareholder votes

Shareholders 77

Shareholders 77

Financial Times M&A

JUNE 27, 2022

South African group and its Dutch-listed subsidiary take new measures to ignite stock

Bidding 79

Bidding Stakes 79

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

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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.

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Financial Times: Moral Money

JUNE 29, 2022

Plus, shareholders at Japan’s power companies reject climate proposals amid historic heatwave

Shareholders 76

Shareholders Companies 76

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.

Education 52

Education Investing 52

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.

Investors 52

Investors Investing 52

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.

Investing 52

Investing 52

Financial Times: Moral Money

JUNE 27, 2022

Plus, what readers said about how ESG strategies affect capital flows to emerging markets

Capital 77

Capital 77

Financial Times M&A

JULY 1, 2022

UK pharmacy chain has increased market share but detractors say tired stores have dented its reputation

Bidding 69

Bidding 69

Financial Times M&A

JUNE 27, 2022

The region’s largest blank-cheque vehicle Pegasus Europe is among those seeking a company to merge with

Companies 69

Companies 69

Financial Times M&A

JUNE 29, 2022

Deals such as Elon Musk’s proposed acquisition of Twitter carried volumes to $2tn in first half

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Financial Times M&A

JUNE 29, 2022

Neither bid for Spirit looks like a slam dunk to pass the scrutiny of competition authorities

Bidding 68

Bidding 68

Financial Times M&A

JUNE 29, 2022

Plus, Mukesh Ambani sets a succession plan for his empire in motion and private jet travel spikes at public companies

Public Companies 63

Public Companies Companies 63

Financial Times M&A

JUNE 28, 2022

Plus, European Spacs struggle to strike mergers and EY pays up for its cheating scandal

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Financial Times: Moral Money

JULY 1, 2022

Support drops after activists filed a record 389 environmental and social proposals

Shareholders 68

Shareholders 68

Financial Times M&A

JULY 1, 2022

Owning physical drugstores is not the cash cow it once was

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Financial Times M&A

JUNE 30, 2022

Canadian investment group’s move prompts speculation it is preparing another takeover bid

Stakes 52

Stakes Bidding Investing 52

Financial Times M&A

JUNE 29, 2022

From electric vehicles to fintech start-ups, their stocks have lost an average of 61% of value

Companies 55

Companies 55

Financial Times M&A

JUNE 30, 2022

Plus, megadeals carry global M&A and Unilever settles a year-long ice cream fight

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Financial Times M&A

JUNE 27, 2022

UK social care provider has benefited from rising demand during the pandemic

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Financial Times M&A

JUNE 28, 2022

Move leaves rival Bain in lead position to take Japanese conglomerate private

Bidding 54

Bidding Conglomerates 54

Financial Times: Moral Money

JULY 1, 2022

Clients increasingly target greener investment options

Investing 52

Investing 52

Financial Times: Moral Money

JULY 1, 2022

Plus, SEC prods Bank of America on ESG tax credits

Taxes 52

Taxes Banks 52

Financial Times M&A

JUNE 30, 2022

Move shows limits of unusual autonomy the US brand retained after its 2000 sale to the UK group

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