PE Hub
JUNE 1, 2023
Based in San Mateo, California, Momentive is the parent company of SurveyMonkey, an online survey tool. The post STG-led investor group completes take-private $1.5bn acquisition of Momentive appeared first on PE Hub.
A Wealth of Common Sense
JUNE 2, 2023
The AI craze is in full effect so everyone is trying to figure out who the winners will be. Maybe it will be the upstarts, some new start-up that gives you your own personal assistant in your ear, on your iPhone and at your desk. Or maybe it will be the big tech players who have gobs of money to throw at AI like Microsoft, Google and Facebook. Maybe it’s a company like NVIDIA that supplies the chips and software.
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The Reformed Broker
MAY 29, 2023
Okay, it’s up 10,000% since May of 2013 and is now the best performing stock in America during the past decade. Everyone is obsessed. It’s the biggest story in the market this year. Cramer has now named a second family dog after it. Jensen Huang’s name is now in the mainstream alongside Bill Gates, Steve Jobs, Mark Zuckerberg, Jeff Bezos, Elon Musk.
The Big Picture
JUNE 1, 2023
“Tight labor markets have raised concerns about the role of labor costs in persistently high inflation readings. Analysis shows that higher labor costs are passed along to customers in the form of higher nonhousing services prices, however the effect on overall inflation is very small. Labor-cost growth has no meaningful effect on goods or housing services inflation.
PE Hub
MAY 30, 2023
Columbia, Maryland-based SilverEdge is a cybersecurity, software, and intelligence solutions platform serving the U.S. defense and intelligence communities. The post Godspeed-backed SilverEdge acquires engineering services firm Gardetto appeared first on PE Hub.
A Wealth of Common Sense
MAY 28, 2023
The top 10% own nearly 90% of the stocks. That’s the bad news. The good news is more people now own stocks in some capacity. That hasn’t always been the case. The 1929 crash that kicked off the Great Depression was a massacre. The stock market fell more than 80%. Plenty of people got wiped out but it wasn’t as widespread as you would think.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
The Big Picture
MAY 28, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • We Want Them Infected : These ‘experts’ sold the U.S. on a disastrous COVID plan, and never paid a professional price. A painstakingly documented new book by Jonathan Howard, a neurologist at New York University and a veteran debunker of the pseudoscience contaminating our efforts to fight the pandemic.
PE Hub
MAY 31, 2023
Pinstripes will use the proceeds from the investment to finance its expansion. The post Bowling restaurant chain Pinstripes scores investment from Granite Creek appeared first on PE Hub.
The Reformed Broker
JUNE 1, 2023
RWM is coming to Austin, TX June 12th-14th @Downtown with more detailsEmail us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 I’m headed out to Austin, Texas this June and bringing a whole bunch of my Ritholtz Wealth Management colleagues with me, including our financial planner in the area.
Indigo Marketing Agency
MAY 31, 2023
At the recent Jolt Conference , Director of Marketing Elizabeth Reider met one of our influencers, Dr. Preston Cherry , who shared the art of storytelling for financial advisors. Dr. Cherry discussed some great practices we think advisors can implement today when sitting down to meet with a current or prospective client. Active Listening When you’re meeting with a client or prospect, it’s their turn to share; you want to connect with who they are and where they are.
The Big Picture
JUNE 2, 2023
My end-of-week morning train WFH reads: • Wall Street Banks Are Using AI to Rewire the World of Finance : Lenders are experimenting with artificial intelligence. Not even Warren Buffett is sure what happens next. ( Bloomberg ) • The $1 Trillion Company That Started at Denny’s : AI made Nvidia the world’s most valuable chip maker. So did three guys sipping diner coffee and planning to conquer markets that barely existed. ( Wall Street Journal ) • Is Apple’s weird headset the future?
PE Hub
JUNE 1, 2023
Based in Toronto, Hostaway is an all-in-one vacation rental software and management system. The post PSG leads $175m financing of vacation rental platform Hostaway appeared first on PE Hub.
The Reformed Broker
JUNE 2, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Cathie Wood, and Downtown Josh Brown discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Walkner Condon Financial Advisors
JUNE 2, 2023
The importance of getting women into financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women.
The Big Picture
JUNE 1, 2023
Welcome to June! My morning WFH reads: • We Asked Workers Why They’re Not Coming Back to the Office : Terrible commutes. Expensive child care. Employees explain why they will keep working from home. ( Wall Street Journal ) • Why Are Food Prices So High in Europe? Throughout the European Union, consumer food prices were on average 17% higher in April than a year earlier — the fastest pace of growth in over two and a half decades.
PE Hub
JUNE 1, 2023
According to the terms of the agreement, Emerson received upfront about $9.7 billion at the close. The post Blackstone completes acquisition of majority stake in Emerson’s climate tech business appeared first on PE Hub.
Diamond Consultants
JUNE 1, 2023
A still red-hot RIA M&A market has many employee advisors pondering what their business could be worth on the open market. Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation.
Blackstone News
MAY 31, 2023
Rebrand to Copeland Reflects 100-Year Legacy of Leadership in HVAC and Refrigeration Technology and Solutions Sustainable Climate Solutions Leader Positioned for Next Phase of Growth with Enhanced Focus on Innovation to Transform How People Live and Work Emerson Receives Approximately $9.7 Billion in Upfront, Pre-Tax Cash Proceeds and $2.25 Billion Seller’s Note; Retains 40% Common Equity Ownership NEW YORK and ST.
The Big Picture
MAY 27, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The King’s Dominion (The real Succession) : His sons are at war. He’s divorced his fourth wife and broken an engagement to a would-be fifth. The jewel in what’s left of his crown faces a billion-dollar lawsuit.
PE Hub
JUNE 1, 2023
Veoneer is an automotive technology company based in Stockholm, Sweden. The post Magna closes buy of Veoneer’s active safety unit from SSW Partners appeared first on PE Hub.
Integrity Financial Planning
JUNE 2, 2023
Summer vacation is just around the corner, and if you’re looking to save some money and make the most out of your trip, here are some travel hacks you can use. Book Flights Early Airlines sell flights at least 11 months in advance, so booking flights 11-plus months in advance is a great way to get value for your flight expenses. Doing this before you book hotels and other plans at your destination can help provide you with the greatest flexibility in finding the cheapest flights.
Steve Sanduski
MAY 30, 2023
Guest: Kevin Kelly , Co-Founder and Senior Maverick of WIRED magazine. His new book is Excellent Advice for Living: Wisdom I Wish I’d Known Earlier. In a Nutshell: Back in 1969, one-hit wonders Zager and Evans reached the top of the Billboard Hot 100 with In the Year 2525. We use the provocative, playful, and, in some cases, quite prophetic questions raised in that song to dive into a wide-ranging conversation about technology, longevity, the future, and the meaning of life.
The Big Picture
MAY 30, 2023
My back-to-work morning train reads: • Why Are Markets So Calm? It’s Revenge of the Quant Funds : Firms that use computers to determine buy and sell signals have been loading up while other investors sit back. ( Wall Street Journal ) • Crypto Is Staging a Major Rebound. How It Survived a $3 Trillion Crash. Bitcoin and other tokens have rebounded while big companies and funds continue to plow capital into cryptocurrencies. ( Barron’s ) • Five Things That Could Knock Nvidia Down : Which is
PE Hub
JUNE 1, 2023
Based in Lake Mary, Florida, Command Investigations is a full-service private investigation company. The post Monument MicroCap-backed Command Investigations acquires insurance investigation firm Infoquest appeared first on PE Hub.
A Wealth of Common Sense
JUNE 1, 2023
A reader asks: When we read articles about “How much you should have saved by age X”, should it not be “How much income you will be earning with savings Y”? Here’s my scenario: Mid 30s, worked at a public University for 11 years and left to take a job in the private sector. I have a pension at the University with a guaranteed fixed income and just starting a new 401(K).
Million Dollar Round Table (MDRT)
MAY 30, 2023
By Ford Saeks In today’s digital world, your online presence is crucial to the success of your business, as prospects often research you online before they even decide to meet with you. If it has been a while since you thought about your digital marketing strategy, it may be time to update your digital footprint and step up your online presence.
The Reformed Broker
MAY 27, 2023
Eleven years ago this spring, a startup called Betterment published a blog post stating that human financial advisors were obsolete and that the people who work in the advice industry are pigs. The basis of their post was an NBER study that sent secret shoppers out to meet with “financial advisors” who then received high-cost, unsatisfactory advice.
PE Hub
JUNE 1, 2023
Kleinfelder is an engineering, design, construction management, construction materials inspection and testing and environmental professional services firm. The post Wind Point-backed Kleinfelder Group acquires civil engineering firm Doucet & Associates appeared first on PE Hub.
Top 1000 Funds
MAY 31, 2023
Visible positioning on the inclusion of women in financial services is now the norm. But the number of women who are CFA Institute members globally – often seen as a proxy for the industry – is just 19 per cent. So, what else can be done to further improve diversity?
Integrity Financial Planning
MAY 30, 2023
Healthcare insurance is a crucial aspect of managing one’s health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs. Here are some important points to keep in mind: Types of health insurance: There are different types of health insurance plans, including health maintenance organizations (HMOs), preferred provider organizations (PPOs), point of service (POS) plans, and high-deductible health pl
A Wealth of Common Sense
MAY 30, 2023
Some random market thoughts after a nice long holiday weekend: Tech stocks don’t need lower rates to go up. Tech stocks got crushed last year with the Nasdaq 100 falling more than 30%. The Fed raised interest rates from 0% to more than 4% so that didn’t help long-duration assets like growth stocks. But there was this theory many people latched onto that tech stocks were only a rates play.
PE Hub
MAY 31, 2023
Trinity backs clinical research network Centricity. The post Sterling Group’s small-market team launches auto services platform; Trinity Hunt invests in Centricity Research appeared first on PE Hub.
Million Dollar Round Table (MDRT)
JUNE 1, 2023
By Alessandro M. Forte, FCII, CFP When looking to build relationships with new clients, most advisers make a fundamental mistake: They inadvertently put their prospect in control of the process by adopting an approach that suggests they need their client more than their client needs them, which usually leads to the prospect wanting to think about it or needing multiple meetings.
Entrepreneur - VC
JUNE 1, 2023
How we can create a more educated, innovative and inclusive society by reassessing our traditional notions of education in the age of technology.
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