Financial Times M&A

JULY 8, 2022

Social media company vows to enforce agreement, setting stage for fierce legal battle

Legal 145

Legal Companies 145

Integrity Financial Planning

JULY 6, 2022

When taking out your retirement income, it’s important to consider the source. New statements may make it easier to see what you have, but what should you focus on when making a retirement income plan? Your 401(k) statements might look a bit different starting next month. Quarterly statements will be required to include numbers on lifetime income. This will tell you what your monthly income would be based on your current balance.

Portfolios 95

Portfolios Returns 95

Financial Times: Moral Money

JULY 7, 2022

Stuart Kirk attacks ‘cancel culture’ as he resigns over reaction to provocative speech

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98

A VC: Musings of a VC in NYC

JULY 3, 2022

AVC has been around for nineteen years and it has evolved over the years from a place I’d post multiple times a day to once a day to now once a week. There was a time when there was a vibrant comment community at AVC with many posts getting over a hundred comments and replies. That’s long gone and now it is just me posting here with some chatter occasionally on Twitter.

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66

Financial Times M&A

JULY 7, 2022

Parag Agrawal tries to prove his sceptics wrong as social media company fights to close $44bn deal with Tesla boss

Companies 98

Companies 98

Million Dollar Round Table (MDRT)

JULY 7, 2022

By Bryce Sanders Often, the first step to converting a suspect into a prospect and then into a client is to schedule a face-to-face meeting. This can be tougher than it seems. Inviting prospects to a seminar is a good strategy to meet halfway. They are present in person, which shows a degree of interest. You can meet and shake hands, yet they are in a group setting, so they do not feel like they are being “sold something.”.

Prospects 59

Prospects 59

Walkner Condon Financial Advisors

JULY 8, 2022

We have experienced quite a start to the year. The equity markets have had a difficult start to 2022, with the S&P 500, the Dow Jones Industrial, and NASDAQ all seeing double-digit losses. Many of the bond indexes have seen historically bad beginnings to the year as well. The year-to-date losses in the equity and bond markets, coupled with rising inflation rates and a persistent war in Ukraine, have greatly increased the likelihood of a recession.

Portfolios 59

Portfolios Stock Market Stock Market Investors 59

Financial Times M&A

JULY 6, 2022

Agreement set to give more information to online platform’s third-party sellers and close two probes

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98

Sara Grillo

JULY 8, 2022

This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why I wrote this blog. Why did I find it necessary to write about the day in the life of a financial advisor? Well… Because there is so much smoke-and-mirrors about the profession, nobody is given a clear picture of what an advisor actually does.

Prospects 59

Prospects Consultants Consulting Best Practices 59

Advisor Rankings

JULY 7, 2022

Local searches remain a significant source for people looking for products and services in their area. Inquiries with local intent, particularly those with “near me” or “where to buy,” doubled in 2019, according to tech giant Google. Additionally, over half of these searches led to an actual office visit–72% for those within five miles of a user’s location.

Professional Services 59

Professional Services Bidding Consultants Consulting 59

Financial Times: Moral Money

JULY 4, 2022

Get ready for some difficult conversations about shareholder value

Shareholders 91

Shareholders 91

Financial Times M&A

JULY 3, 2022

KKR and Macquarie walk away after Li Ka-shing group decided inflation had increased the electricity distributor’s value

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89

Diamond Consultants

JULY 7, 2022

By Jason Diamond and Mindy Diamond. Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from. Each year around July 4 th , we pause to reflect on the tremendous progress that our industry has made in transitioning, supporting, and fostering independent advisors. But independence in the wealth management industry is a lot like your local ice cream shop: There are many different flavors to choose from.

Prospects 52

Prospects Financial Services Assets Investing 52

Million Dollar Round Table (MDRT)

JULY 5, 2022

By Sandy Schussel I’ve given some thought about how not to grow a successful financial services practice or increase your income. I came up with these guidelines of what you do not want to do: Message someone because you need a client instead of asking questions, adding value and helping solve their problems. Market in a way that’s inauthentic to you, such as by following the 26-year-old financial advisor crushing it on TikTok and building automated funnels, even though you’re 50 years old, happ

Financial Services 52

Financial Services 52

Steve Sanduski

JULY 6, 2022

In a Nutshell: Mastering the “soft stuff” isn’t just the hard part about building a dynamic culture — it’s the best part. The companies that are winning the ongoing battle for top talent have absolute clarity on their values, morals, ethics, commitment to diversity and inclusivity, and performance standards. And they use that clarity to create a culture by design, not by default, that the brightest and the best want to be a part of.

Companies 52

Companies Investing 52

Financial Times M&A

JULY 4, 2022

Enjoy Technology crashed from public listing to bankruptcy at breakneck speed

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93

XY Planning Network

JULY 5, 2022

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.

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Conneqtor

JULY 5, 2022

The age old question – How to get clients as a financial advisor? Well, as an actively practicing advisor who’s brought in clients 100% digitally let me answer this question for you below. First, some context.

Financial Services 52

Financial Services 52

Fortune Financial

JULY 5, 2022

Some companies offer the benefit of employees owning stock in the employer company through 401(k) plans, profit-sharing plans, stock bonuses and employee stock ownership plans (ESOP). Anyone who owns company stock will eventually have to decide how to distribute those assets when leaving the company or entering retirement. One major thing to consider when doing so is the tax bill that may come along with it.

Taxes 52

Taxes Assets Accounting Consultants 52

Financial Times M&A

JULY 7, 2022

US group attracted by approved drugs as it prepares to lose patent protection of Keytruda

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83

Investment Writing

JULY 5, 2022

When you’re writing a heading, headline, or title using title case , when do you use initial capitals for prepositions? Simple rule for when to capitalize prepositions. Some sources simply lower-case any shorter preposition. I like the approach taken by Jan Venolia in Write Right! She says, “Capitalize prepositions if they consist of four or more letters, or if they are connected with a preceding verb ” (emphasis added by me).

Capital 52

Capital Companies Investing 52

Don Connelly & Associates

JULY 4, 2022

Let's chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money's exposed to volatility, clients are on an emotional roller coaster ride and they need a lot of attention. And all too often, we get caught up in the details of products and services we're offering to notice that our attention may have slipped.

Prospects 52

Prospects Best Practices Investing 52

Financial Symmetry

JULY 4, 2022

Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Garrick helps us do just that by recently meeting … Continued. The post Garrick King, CFP® is Financial Symmetry’s Newest Advisor appeared first on Financial Symmetry, Inc.

Companies 52

Companies 52

Financial Times M&A

JULY 6, 2022

Deal will give tech giant 2% stake in Just Eat’s US business, potentially rising to 15%

Stakes 78

Stakes 78

Financial Times: Moral Money

JULY 7, 2022

Watch & Jewellery Initiative 2030 hopes to help companies reach net zero

Companies 80

Companies 80

FMG

JULY 5, 2022

How is it already July? We’re bringing you some hot tips as the summer rolls on, and we are excited to share them with you! From tips for creating a stronger SEO strategy to taking the best action during a volatile market and more, be sure to give this roundup a read. 1. 6 Tips for Effective SEO: Bringing Your Marketing Game to the Next Level via Advisorpedia.

Prospects 52

Prospects Leveraging Accounting 52

Financial Times M&A

JULY 5, 2022

Potanin and Deripaska would make an odd couple; any deal talk requires healthy scepticism

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75

Financial Times M&A

JULY 5, 2022

Nickel and aluminium producers say combination would give groups ‘extra stability against sanctions’

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70

Financial Times M&A

JULY 4, 2022

Plus, Klarna becomes the poster child of the private markets meltdown and a highly leveraged Chinese tycoon battles the property bond rout

Leveraging 52

Leveraging 52

Financial Times: Moral Money

JULY 8, 2022

Plus, how satellites are bringing us groundbreaking emissions data

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71

Financial Times M&A

JULY 5, 2022

Company drops long-term incentive plan after criticism from shareholders

Shareholders 68

Shareholders Companies 68

Financial Times M&A

JULY 6, 2022

Plus, Brookfield weathers an uncertain property market and the Church of England puts its faith in bonds

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investors 52

Financial Times M&A

JULY 8, 2022

Tie-up faces obstacles in current climate of aggressive watchdogs and concern over drug prices

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52

Financial Times M&A

JULY 4, 2022

Austrian investor also to acquire 20 per cent stake in struggling real estate group

Stakes 52

Stakes Investors 52