The Big Picture
OCTOBER 26, 2022
Today’s edition of “ Nobody Knows Anything ” is about a once-dominant mobile phone maker. Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO. The headline trumpeted: “Nokia, one billion customers – can anyone catch the cell phone king?” It was posted online October 26, 2007 — 15 years ago today.
A Wealth of Common Sense
OCTOBER 25, 2022
Whenever the next recession happens, every human being on the planet can take credit for calling it in advance. Everyone and their brother has been predicting an economic slowdown for months now. I guess when the Federal Reserve tells you they are willing to throw the economy into a recession to slow inflation, you should believe them. The weird thing is it would be hard to say we’re in a recession right now.
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Covisum
OCTOBER 25, 2022
Many advisors have a variety of financial planning software solutions to help them meet their clients' needs. There is software to help you create and organize your client database, manage portfolios, optimize Social Security benefits, market your practice, and more. But relying on several different tech tools can cause some headaches. They may claim to integrate, but how well do they?
BlueMind
OCTOBER 25, 2022
Category: Clients Risk. The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order
The Big Picture
OCTOBER 25, 2022
My colleague Ben Carlson asked the question “ Why Isn’t Inflation Falling? ” There are some technical explanations, but before we get there, a quick reminder as to how we got here: The global pandemic forced governments around the world to shut their economies down; everything was closed, from schools to businesses, restaurants, entertainment venues, retail stores, and offices.
A Wealth of Common Sense
OCTOBER 28, 2022
There are very few hard and fast rules when it comes to the markets. Nothing works all the time. The greatest investors in the world can go through multi-year periods of underperformance. The dumbest investors in the world can go through multi-year periods of outperformance. These things happen because humans control the financial markets and humans can be erratic at times.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Financial Times M&A
OCTOBER 28, 2022
Wall St bankers under pressure to offer heavy discounts on debt to fund acquisition of social media platform
The Big Picture
OCTOBER 28, 2022
is Mr. Market daring Jerome Powell to keep raising rates? That’s one way to read into today’s surging market — Nasdaq up 2.9%, the Dow tacking on over 800 points (2.6%), and the S&P 500 added 2.5%. Despite the carnage in big-cap tech stocks like Facebook, Amazon and Google, the Nasdaq is up 2% for the past week. The S&P500 has gained nearly 4% for the week, and is up almost 7% for the past 30 days.
A Wealth of Common Sense
OCTOBER 23, 2022
One of the most frequently used analogies in the personal finance space is the similarities between staying physically fit and staying financially fit. Success in both your finances and your health requires some fairly simple rules. To stay healthy you have to eat right and exercise regularly. To build wealth you have to spend less than you earn and invest the difference.
Million Dollar Round Table (MDRT)
OCTOBER 27, 2022
By Bryce Sanders You know you provide a valuable service and help make people’s lives better, but the public also sees what the film and television industry portray — which could be negative and flawed. How then can you get the message to your friends and prospects that you excel at making a difference in the lives of your clients and their families?
A VC: Musings of a VC in NYC
OCTOBER 24, 2022
There are many efforts underway to reduce carbon emissions in order to get to “net zero” But most climate scientists believe that reducing emissions won’t be enough and we will also need to engage in removing carbon from the atmosphere. There are natural ways to do this like reforestation, soil carbon, biochar, etc but there are also “engineered” approaches to removing carbon from the atmosphere.
The Big Picture
OCTOBER 28, 2022
The Rolls Royce Spectre is the first electric car to come from the luxe auitomasker (owned by BMW); its all-electric powertrain produces 577 horsepower and 664 pound-feet of torque. The stats are impressive: 0-to-60 mph = 4.4 seconds. Top speed of 155 mph. 577 horsepower and 664 pound-feet of torque. Total driving range 260 miles. Charge from 10-80% full in 34 minutes.
Financial Times M&A
OCTOBER 27, 2022
World’s richest man dismisses top executives as he exerts controls over influential social network
Million Dollar Round Table (MDRT)
OCTOBER 25, 2022
By Duncan MacPherson As a financial advisor, you’re in the knowledge-for-profit business. You think for a living. You’re not selling things; you are promoting the promise of the future. Think about commoditization and all the forces at work, such as fee compression, which can render you into looking like any other advisor. What you do can become very abstract.
Financial Times: Moral Money
OCTOBER 27, 2022
The World Bank and others need to extend more loans to encourage private sector investment in developing nations
The Big Picture
OCTOBER 27, 2022
We discussed how ephemeral and short-lived great success can be yesterday in Can Anyone Catch Nokia? As I was writing it, I had no idea it was a metaphor for what would happen a few hours later, a coincidental preface to a discussion about another mega-cap tech — META, aka Facebook. I asked Scott Galloway about which of the Four firms was most likely to falter, we (more or less) agreed that it was Facebook.
Integrity Financial Planning
OCTOBER 23, 2022
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in those companies while they made their meteoric rise, your overall wealth may have ballooned in the process. But how safe do you feel with your wealth in those stocks during a recession?
Financial Times M&A
OCTOBER 24, 2022
Chief executive to look for more deals and expand in wealth management after £1.
Financial Times: Moral Money
OCTOBER 24, 2022
FCA rules will govern terms such as ESG in fund marketing and will affix consumer labels to sustainable investments
The Big Picture
OCTOBER 28, 2022
My end-of-week morning train WFH reads: • For Diving FAANG Stocks, It’s the End of an Era : The five FAANG stocks are on track for their worst simultaneous losses ever, a far cry from their late-2021 highs. The stocks—Facebook parent Meta Platforms, Apple, Amazon, Netflix and Google parent Alphabet—have posted double-digit declines this year for the first time.
Million Dollar Round Table (MDRT)
OCTOBER 23, 2022
By Sandy Schussel As I was preparing to present a workshop in Indiana to a room full of young financial advisors, I overheard a small group of them discussing fishing. “Chris,” I called out to one of them at the beginning of the workshop. “When you go fishing, are you looking for just anything that will take your bait, or are you aiming for something specific?”.
Financial Times M&A
OCTOBER 28, 2022
Carmaker cites ‘significant change’ as billionaire moves to make his mark on social media platform
Financial Times: Moral Money
OCTOBER 25, 2022
SEC proposal criticised as ‘unhelpfully blunt’ measure that could discourage stockpicking
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Before joining Morningstar in 2005, Norton was an economist with the Bureau of Labor Statistics and a research analyst at LECG LLC.
XY Planning Network
OCTOBER 24, 2022
6 MIN READ. Hint: Think Community. It’s been two weeks since the 8th annual XYPN LIVE in mile-high Denver, CO. Nearly 850 fee-for-service advisors, XYPN members, keynote speakers, exhibitors, and team members from all over the country came together to re:imagine, re:define, and re:invent the conference experience. After two years of pandemic living, our goal was to help attendees re:connect and take financial advising to the next level.
Financial Times M&A
OCTOBER 26, 2022
Green light for Cosco in Hamburg divides lawmakers and draws criticism from Brussels
Financial Times: Moral Money
OCTOBER 24, 2022
Plus, Qatar’s World Cup carbon claims draw scrutiny
The Big Picture
OCTOBER 22, 2022
The weekend is here! Pour yourself a mug of BeanBox coffee, grab a seat in the lobby, and get ready for our longer-form weekend reads: • Rent Going Up? One Company’s Algorithm Could Be Why. Texas-based RealPage’s YieldStar software helps landlords set prices for apartments across the U.S. With rents soaring, critics are concerned that the company’s proprietary algorithm is hurting competition.
Tobias Financial
OCTOBER 28, 2022
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a speaker on CNBC Your Money 2022 on Tuesday, November 1 st at 12:00 PM ET. The program features financial professionals who explore ways to maximize finances while navigating challenges such as inflation, building a financial safety net, and investing for a brighter future. .
Financial Times M&A
OCTOBER 25, 2022
Plus, how Adidas finally broke its ties with Kanye West after his anti-Semitic remarks; and the latest on a Hollywood merger gone somewhat wrong
Walkner Condon Financial Advisors
OCTOBER 28, 2022
One of the first things that people think of when they leave their job is what to do with their 401(k) from that employer. While there is plenty of advice out there, much of it could be conflicted with pre-existing bias, depending on what benefit certain people or entities have in moving it or making it stay put. Hopefully, the options below will assist in your decision-making process as you decide what to do with your old 401(k). .
The Reformed Broker
OCTOBER 28, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Mary Childs, Matt Levine, and Downtown Josh Brown discuss Matt’s epic cover-to-cover Bloomberg piece on crypto, Elon’s first moves as Twitter owner, Facebook’s collapse, the future of Credit Suisse, the best finance books, and more! You can listen to the whole thing below, or find it wherever you like to listen to yo.
FMG
OCTOBER 27, 2022
It’s time for our next “Meet the Team” blog! We caught up with Marketing Strategist, Dylan Connors. When he isn’t helping advisors with their marketing strategies, he is training to be an officer in the Army! Talk about the ability to multitask. To learn more about Dylan, be sure to check out our latest blog. To kick things off, where are you from, and where do you live now?
Financial Times M&A
OCTOBER 25, 2022
Tesla boss notifies advisers and equity investors that he intends to finalise the takeover by Friday
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