Sat.Apr 23, 2022 - Fri.Apr 29, 2022

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Musk’s Twitter financing tests Wall Street’s mettle: ‘What could go wrong?’

Financial Times M&A

Volatile moves in Tesla stock underline deal’s risks as billionaire’s plan for $21bn equity portion remains a mystery

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Top asset managers shun investor climate proposals

Financial Times: Moral Money

Plus, fast-fashion company Shein aims to green its reputation and Japan faces a #MeToo moment

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Trending Sources

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Sell in May and Go Away?

Dear Mr. Market

Dear Mr. Market: Does the old stock market adage of “sell in May and go away” make sense? We’ve actually written about this one spring about nine years ago where we actually advocated taking some chips off the table, however it had less to do with a cute stock market rhyme and more due to profit taking. Where are we at now going into May and is this allegedly poor seasonal time of year appropriate to sell or perhaps not?

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SEO for Financial Advisors: The Ultimate Guide for 2022

Advisor Rankings

What is SEO? Search Engine Optimization (SEO) is a set of strategies that are created to relay signals of relevancy and authority to the search engines. When implemented properly, these strategies will help your advisory firm to rank for your desired keywords. While there are hundreds of known, suspected, and unknown factors that Google measures, this article will focus on those signals that are commonly recognized by the SEO industry as being relevant.

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Twitter accepts Elon Musk’s $44bn takeover offer

Financial Times M&A

Tesla chief says free speech is ‘bedrock’ of democracy as board declares deal ‘best path forward’

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There is far too much groupthink in ESG investing

Financial Times: Moral Money

Definitions are at once so fluid and so rigid as to be almost nonsensical

More Trending

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Back Office Hero Melanie Minick | Hubly

Hubly

Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!

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Elon Musk can walk away from Twitter deal by paying $1bn break fee

Financial Times M&A

Favourable terms mean billionaire is able to back out by stumping up fraction of net worth

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ESG demand drops among European ETF investors

Financial Times: Moral Money

But first quarter data show strong performance for cyber security, gold and broader commodity funds

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How Should I Evaluate an ETF?

Wealthfront

Exchange-traded funds (or ETFs) are a popular way to invest, and for good reason. They hold collections of investments like stocks or bonds, and are a convenient, tax-efficient way to build a diversified portfolio. The vast majority of ETFs passively track indexes, meaning they try to match the return of the index (rather than outperform […]. The post How Should I Evaluate an ETF?

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Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom

Tobias Financial

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . Following a week at the virtual Heckerling Institute, Marianela will share what she learned about recent state and federal estate planning developments.

Taxes 52
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Twitter edges closer to accepting Elon Musk’s $43bn bid

Financial Times M&A

Social media group’s board holds meeting to finalise terms of deal with Tesla chief

Bidding 98
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DWS whistleblower: ‘ESG today is meaningless’

Financial Times: Moral Money

Plus, a new perspective on the struggle to fix climate finance

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Wild, wacky niches and target markets for financial advisors (+ examples)!

Sara Grillo

Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

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Behind Every Great Advisor is an Even Greater Operations Team, Find Out Why | Hubly

Hubly

Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.

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KKR to take Hitachi Transport private in $5bn deal

Financial Times M&A

Sale to US private equity group is part of Hitachi’s drive to focus on digital services

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Leon Chen has been named to GrowthCap’s list of Top 25 Healthcare Investors of 2022.

Kayne Capital

Leon Chen has been named to GrowthCap’s list of Top 25 Healthcare Investors of 2022. According to GrowthCap, the top… The post Leon Chen has been named to GrowthCap’s list of Top 25 Healthcare Investors of 2022. appeared first on Kayne Capital.

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HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022

Tobias Financial

Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at the T3 Technology Conference for Advisors on May 4 th , 2022 in Dallas, Texas. The T3 conference is a practice management and technology event for independent and hybrid advisors that gives timely information on how to build a more efficient and profitable business.

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Carl Icahn wades into the ESG debate

Financial Times: Moral Money

Corporate raider tells us his McDonald’s proxy fight is a vital test case

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Apollo and Mukesh Ambani’s Reliance plan joint bid for Boots

Financial Times M&A

Private equity giant teams up with India’s largest company in attempt to buy UK pharmacy chain

Bidding 85
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Some Thoughts On Twitter

A VC: Musings of a VC in NYC

When I read the news a few weeks ago that Elon Musk had offered to buy Twitter, I wrote this: Twitter is too important to be owned and controlled by a single person. The opposite should be happening. Twitter should be decentralized as a protocol that powers an ecosystem of communication products and services. — Fred Wilson (@fredwilson) April 14, 2022.

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How Financial Advisors Should Engage With Female Clientele?

BlueMind

Category: Client Relations. The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for preparing a more equal future for women in the midst of the Covid-19 pandemic.

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Boehly leads race for Chelsea after Jim Ratcliffe tries to gatecrash deal

Financial Times M&A

US consortium backed by private equity group Clearlake Capital told it can enter exclusive talks to buy the London football club

Capital 71
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The private equity world gets Musked

Financial Times M&A

Plus, the fight for control of Italy’s largest insurer nears its climax and lockdowns stall Shanghai’s ambitions to become the next Wall Street

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Musk, Twitter and the need to vet new media owners

Financial Times M&A

The maverick’s free-speech vision could collide with EU regulation

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Ares backs two bidders for Abramovich’s Chelsea FC

Financial Times M&A

Investment group prepared to add minority stake in English Premier League team to its sport portfolio

Stakes 79
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Reckitt Benckiser seeks up to $10bn for remainder of infant milk business

Financial Times M&A

Consumer group has written off £8bn after failed takeover

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Volvo takes stake in Carwow to help boost digital sales

Financial Times M&A

Carmaker aims for half of sales to be online by 2025

Stakes 96
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Musk sold $4bn in Tesla stock after agreeing $44bn Twitter deal

Financial Times M&A

Billionaire says ‘no further’ sales planned after offloading portion of shares in electric vehicle maker

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Vodafone investors demand telecoms group speeds up dealmaking

Financial Times M&A

Shareholders lose patience with FTSE 100 company as deals fail to materialise

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Elliott investment in travel group is rare bright spot for Spacs

Financial Times M&A

Blank-cheque companies have struggled to secure so-called Pipe funding to complete deals

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WPP offloads Russian business as sales rise

Financial Times M&A

World’s largest advertising group beats expectations and raises forecasts for this year

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Tesla valuation slides more than $110bn after Musk’s Twitter deal

Financial Times M&A

High volume of shares traded on fears carmaker’s CEO will sell down stake to finance purchase

Stakes 76
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Warner Bros Discovery: Netflix slump and CNN flop augur badly for giant

Financial Times M&A

The high-risk deal that has created a $100bn juggernaut looks increasingly dicey

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