Private Equity Info

MARCH 21, 2023

Customer Satisfaction Survey 2023: Results Show We Exceed Client Expectations in Quality of Data, Customer Service, and Pricing In January and February of 2023, Private Equity Info surveyed clients to understand our customers' perceptions of how we are doing, relative to the type of company we aim to be. My goal, when I founded Private Equity Info in 2005, was to create the data and tools I wished I had while working as an investment banker - to easily identify highly targeted lists of the priva

Companies 130

Companies Investing 130

A Wealth of Common Sense

MARCH 21, 2023

John Marsden grew up in a wealthy family. He was a brilliant student who went to Harvard, graduated from law school and eventually fulfilled his dream of becoming a successful lawyer. John got married in his 30s and had children. Leo DeMarco also went to Harvard where he dreamed of becoming a famous writer. But after college he became a high school teacher and loved working with his students so much that his dream never c.

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The Big Picture

MARCH 22, 2023

Bank failures since 2001, scaled by amount of assets in 2023 dollars. The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). The post U.S. Bank Failures, 2001 – Present appeared first on The Big Picture.

Banks 131

Banks Assets 131

The Reformed Broker

MARCH 18, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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Integrity Financial Planning

MARCH 24, 2023

Going to museums can be a truly joyful experience that offers a wealth of cultural, historical, and artistic treasures. Here are some of the reasons why visiting museums can be such a rewarding experience. Cultural enrichment : Museums offer a unique opportunity to learn about different cultures and gain a deeper understanding of the world around us.

Funds 98

Funds 98

A VC: Musings of a VC in NYC

MARCH 20, 2023

Mike Zamansky is the person who got me interested in K12 Computer Science Education in NYC, a cause I have now contributed almost fifteen years of my life to. Our family’s public charity, Gotham Gives , has been funding the work we do in K12 Computer Science Education in NYC for the last decade and a month or so ago, the Gotham Gal recorded a podcast with Mike talking about the early days of our journey into K12 Computer Science, how we met, and what transpired.

Education 93

Education Banks Funds 93

The Reformed Broker

MARCH 19, 2023

Dan McMurtrie crushed it on TCAF this week. In case you haven’t gotten to it yet, the whole video is embedded below. You can also listen to it if you’re on the go. At the 25 minute mark, he does this really great explanation of why shorting stocks is so hard, including the toll it can take on a trader’s mental health – even when they end up being right.

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Integrity Financial Planning

MARCH 19, 2023

What Is Rolling Recession You may have noticed that the economy after the pandemic has been very up and down. And while there has been talk of a possible recession for a few years now, we have yet to completely enter a recession. A recession is traditionally defined as a consistent, widespread downturn in the economy. [1] And although there have been major market downturns recently, there have also been major rallies.

Financing 98

Financing Finance Stock Market Stock Market 98

This is going to be BIG.

MARCH 19, 2023

The other day, I posted what was basically the same message on Twitter and LinkedIn, around the same time, edited for Twitter size limitations. LinkedIn: Twitter: I have over 44,000 Twitter followers, yet just under 8,000 LinkedIn followers. My LinkedIn Post did 4x the reposts, 10x the comments (and that was after I realized that comments aren't open by default, so it would have been more), and 13x the likes.

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The Big Picture

MARCH 18, 2023

This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management. The firm has ~$100 billion in assets under management. An active researcher, Asness contributes to numerous publications and has received a variety of accolades, including the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research.

Hedge Funds 120

Hedge Funds Financing Finance Funds 120

Financial Times: Moral Money

MARCH 24, 2023

Businesses should play a central role in changing attitudes

Investing 145

Investing 145

Integrity Financial Planning

MARCH 19, 2023

You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. In a matter of a few short days, Silicon Valley Bank lost its funds and went under. So, let’s get into the facts that can help put this event into context. The Series of Events Before interest rates started to rise, SVB, a large and respected bank primarily for tech companies and startups, had lots of cash on hand.

Mutual Funds 97

Mutual Funds Banks Venture Capital Startups 97

A Wealth of Common Sense

MARCH 23, 2023

A reader asks: My friend recently sent me an article saying that young people shouldn’t save money. The argument is based on the life-cycle model. It argues that in order to maximize happiness out of your income every year, and to avoid changes in standard of living throughout life, high income earners should not save at a young age, and instead it should be made up in middle ages.

Financing 89

Financing Finance 89

The Big Picture

MARCH 18, 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 A to Z of economics : Economic terms, from “absolute advantage” to “zero-sum game”, explained to you in plain English. ( The Economist ) • The Incredible Tantrum Venture Capitalists Threw Over Silicon Valley Bank : Remind me why, exactly, these guys have so much control over technological innovation?

Education 118

Education Banks Capital Investing 118

Million Dollar Round Table (MDRT)

MARCH 21, 2023

By Bryce Sanders You might be involved in the community, a guest at a wedding or at a college alumni event. Whatever it may be, you have opportunities to meet many people, including high-net-worth (HNW) individuals. Are you ready to make the most of those opportunities? Meeting new people is easier than you think, and it doesn’t have to be scary. Here are three steps that simplify the process.

Prospects 85

Prospects 85

Financial Times: Moral Money

MARCH 24, 2023

With greater scrutiny by investors and new regulations, the issue of worker exploitation and abuse is more in the public eye than ever

Investors 97

Investors 97

A Wealth of Common Sense

MARCH 24, 2023

I was always a saver growing up. Whenever I got money for birthdays, holidays, church stuff, my allowance, or summer jobs, I would sock it away. At first that was in a secret compartment in a wallet in the top drawer of my dresser. In high school, I finally opened up my first bank account. My first job was as a bus boy. I probably saved a thousand dollars that summer.

Investing 87

Investing Banks Accounting Financing 87

The Big Picture

MARCH 22, 2023

Note: We are off to California and Arizona for a few events; no Morning Reads for the next few days… My mid-week morning train plane reads: • How the Swiss ‘trinity’ forced UBS to save Credit Suisse : The takeover of its local rival could end up being a generational boon for UBS. But the government-orchestrated deal has angered many investors. ( Financial Times Alphaville ) • Why Job Reshoring Is Merely a Trickle : U.S. manufacturing can’t compete on cost, but it has a leg up in some areas

Taxes 113

Taxes Financing Finance Capital 113

Million Dollar Round Table (MDRT)

MARCH 19, 2023

By David Batchelor, Dip PFS, CFP We went from asking for referrals in a way that was random and without a process to a strategy that was more specific and straightforward. This helped bring massive growth in my business — up to 500%. Specific referrals Like many financial advisors, we had previously asked for referrals using the standard, “Who do you know?

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Financial Times: Moral Money

MARCH 23, 2023

Unpublished BlackRock research also reveals thousands more will be downgraded in wide-ranging MSCI shake-up

Funds 102

Funds 102

A Wealth of Common Sense

MARCH 19, 2023

Last week Wednesday two year treasury yields closed the day at 5.05%. It was the highest level since the summer of 2006. That’s a pretty juicy yield for short-term government bonds. Unfortunately, it didn’t last. Look at the plunge in rates since the banking crisis took hold late last week: It looks like a stock market crash. This is not normal.

Banks 82

Banks Stock Market Stock Market 82

The Big Picture

MARCH 20, 2023

My back to work morning train WFH reads: • Your NCAA Tournament Bracket Is a Business School in Disguise : What can you learn from the biggest upsets in college basketball? ( Wall Street Journal ) • What CEOs Are Getting Wrong About the Future of Work—and How to Make It Right : To build better companies, leaders need to experiment more, quit ‘living in fear of opening Pandora’s box,’ says Wharton management professor Adam Grant. ( Wall Street Journal ) see also Why Job Reshoring Is Merely a Tric

Banks 112

Banks Capital Investing Companies 112

Million Dollar Round Table (MDRT)

MARCH 23, 2023

By Addie Murdock Since the MDRT Foundation began in 1959, the generosity of MDRT members funded the global grants programs that built stronger families and communities worldwide. The Foundation has awarded more than $40 million in grants in more than 70 countries since its inception. Fundraising has played a crucial role in providing these grants. During the past six decades, thousands of MDRT members volunteered their time and talent to come together for a few days a year, make phone calls and

Funds 79

Funds 79

Wealthfront

MARCH 24, 2023

At Wealthfront, we work tirelessly to keep your savings safe. We know you’re saving for important life milestones and getting ready to invest, so it’s crucial that your money is well protected and available when you need it. That’s why our Cash Account offers up to $3 million in FDIC insurance through our partner banks […] The post How Wealthfront Offers $3M of FDIC Insurance appeared first on Wealthfront Blog.

Banks 75

Banks Accounting Investing 75

Financial Times M&A

MARCH 24, 2023

Results of poll add momentum to calls for a review of the forced merger and for the clawing back of bonuses

Banks 97

Banks 97

The Big Picture

MARCH 21, 2023

Note: We are off to California and Arizona for a few events later this week; publishing will be spotty… Welcome to Spring! Start the new season with our Two-for-Tuesday morning train reads: • Are Banks OK? Where the sector stands after a turbulent week. ( Slate ) see also Déjà Vu? Why 2023 is Not 2008 : But that is incomparable to the 2008-09 era, where every financial institution had consumed CDOs, where toxic sub-prime loans were securitized into ticking time bombs.

Financial Institutions 112

Financial Institutions Banks Stakes Taxes 112

XY Planning Network

MARCH 20, 2023

10 MIN READ If you’ve found this blog from a Google search, then you’re in the right place. SEO might be one of the most daunting marketing acronyms you’ll come across. SEO for financial advisors can be even more complex. Likely you’re a financial advisor and business person first and a marketer second, which is why the thought of learning a whole new field of expertise might make you hesitate.

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Ron A. Rhodes

MARCH 18, 2023

While the SEC has provided an interpretative release [SEC Release IA-5248, Commission Interpretation Regarding Standard of Conduct for Investment Advisers (July 12, 2019)] regarding the fiduciary duties of investment advisers,…

Investing 69

Investing 69

Financial Times M&A

MARCH 19, 2023

Regulators engineer takeover of stricken bank by larger Swiss competitor after frantic weekend

Banks 98

Banks 98

SuperAngel.Fund

MARCH 24, 2023

Happy Friday! I recently passed the two-year mark since becoming a full-time “professional” angel investor, and I wanted to celebrate this anniversary by sharing more details with you about how I got here. The story begins in 2010 after I started my first “venture-backed” company, only to shut it down four years later. Forced to cope with failure, I questioned all the decisions I had made up until that point, and then I restarted my career.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

Financial Times: Moral Money

MARCH 22, 2023

RockCreek chief says impact of US Inflation Reduction Act is at risk

Banks 87

Banks 87

Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. One group which financial advisors often consider partnering with are certified public accountants (CPAs). Yet, despite connecting with CPAs, many financial advisors still struggle to turn a networking moment into a sustainable referral source.

Taxes 52

Taxes Assets Accounting 52

Financial Times M&A

MARCH 21, 2023

US regional bank has been among the hardest hit in the fallout from Silicon Valley Bank’s collapse

Banks 77

Banks 77

The Reformed Broker

MARCH 24, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jill Schlesinger, and Downtown Josh Brown discuss the Fed decision aftermath, unlimited FDIC insurance for banks, the SEC’s crypto crackdown, banning TikTok, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Banks 52

Banks 52