A VC: Musings of a VC in NYC
JUNE 21, 2022
The last six months have been a challenging time for tech and tech startups. Macro events have weighed on the sector, valuations have come crashing down, revenue growth has slowed (or stopped), and layoffs are happening across the sector. Many of the folks I work with are frustrated. The things that were working in their business stopped working and they can’t get it moving again.
Financial Times: Moral Money
JUNE 21, 2022
Tighter emission rules and evolving client demands force producers towards battery powered vehicles
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Financial Times M&A
JUNE 21, 2022
Chief says US group studied past break-ups in its own industry and by other companies such as GE
Fortune Financial
JUNE 21, 2022
Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.
Integrity Financial Planning
JUNE 22, 2022
How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run. Inflation means that prices for everything is going up. Delta Dental found in a poll that kids received more than $5 a tooth from the “tooth fairy” this year! Is this a teachable moment for your kids?
Financial Times: Moral Money
JUNE 18, 2022
SDIC has marketed its environmental credentials but has invested in controversial hydropower plant
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
XY Planning Network
JUNE 23, 2022
4 MIN READ. In 2018, Simidele (sim-me-day-lay) Adeagbo (ah-day-ahg-bow) became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton (a sport in which athletes hurl themselves headfirst on a sled down an icy hill at 80 miles an hour) at the Olympics. All while navigating a predominantly Eurocentric, male-dominated sport on the world's biggest stage, where a woman of color had never been represented.
Conneqtor
JUNE 23, 2022
Ideal employees don’t wear suits. Software engineers only wear hoodies. Tech innovators don turtlenecks. Most financial advisors are taught that to be successful, then we need to dress the part. You want to earn a million, dress like you’ve already reached that point. If you want your handshake to be impactful, strap on that Rolex.
Diamond Consultants
JUNE 23, 2022
Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? Here are 4 things that can help you to regain control of your business life. News of major acquisitions of broker dealers is nothing new—particularly in recent years.
Financial Times M&A
JUNE 21, 2022
Plans to sell stake to Qatari consortium shows confidence in high end of travel market
Covisum
JUNE 23, 2022
I’m sure you spend loads of time figuring out financials for your clients. But, when was the last time you spent the same amount of time on your business? Building a road map for your business is crucial, especially if you own, operate, or work for a small-to-medium-sized RIA.
Steve Sanduski
JUNE 22, 2022
What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about “what’s the money for” and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life.
FMG
JUNE 22, 2022
Almost all businesses need marketing, from supermarkets to mega conglomerates. Marketing is the lifeblood of any successful company because it brings in new prospects and keeps current ones interested. Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game.
Financial Times M&A
JUNE 19, 2022
Co-founder of boutique investment bank says pressure from new technologies has made M&A ‘less cyclical’
Hubly
JUNE 21, 2022
This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.
Conneqtor
JUNE 21, 2022
Commuting to and from work is becoming increasingly expensive with the rising fuel prices. With these record high gas prices, this surge is impacting all aspects of our lives including our businesses.
Diamond Consultants
JUNE 21, 2022
The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move. Advisors often wonder if there’s a right time to embark upon the due diligence process. And the reality is that it’s important that they always stay aware and educated about the opportunities around them—particularly in an environment that’s evolved rapidly over the last several years.
Financial Times M&A
JUNE 22, 2022
Plus, inside the UK’s efforts to keep Arm within its borders and Mars’s shift from candy bars to cat food
Steve Sanduski
JUNE 21, 2022
In a Nutshell: Advisors have an extraordinary opportunity to understand their clients at a deeper level. To take advantage, all you need is curiosity, empathy, and a willingness to explore how past experiences with money are affecting financial choices today. Master these conversations and you’ll be able to facilitate positive behavior change, which is a skill — and a service — that will never become obsolete.
Investment Writing
JUNE 21, 2022
This blog post was inspired by a section in Business Blather: Stop Using Words That Sound Good but Say Nothing! by Jerry McTigue. As you know, I agree with the mission of this book. Delete meaningless claims. In a section called “Enough with the platitudes already,” McTigue criticizes the “litanies of clichés and banalities writers believe exude a corporate luster simply because virtually every corporation proclaims them.
Covisum
JUNE 21, 2022
Helping clients navigate Social Security changes to optimize their claiming strategy gets more complex each year. And accuracy is essential when calculating the best time for your clients to retire with the most significant amount of Social Security income.
Financial Times M&A
JUNE 23, 2022
Brussels competition regulators plan detailed probe in move that will delay acquisition
Don Connelly & Associates
JUNE 20, 2022
How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other person goes off on tangents or takes the conversation in a new direction. Clients who are upset may launch into a rant with no particular point or one that isn’t related to the work you do with them.
Financial Symmetry
JUNE 20, 2022
Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the broad markets as they sell after prices have fallen and … Continued. The post How to Not Worry About a Falling Stock Market appeared first on Financial Symmetry, Inc.
Steve Sanduski
JUNE 18, 2022
A few weeks ago, on May 2, I saw 79-year-old Paul McCartney in concert in Seattle. It’s hard to describe the feeling of being in Climate Pledge Arena watching him run through more than 30 songs and 60 years of the most celebrated musical career imaginable. At various points during the show, I was overcome with emotion. Music, of course, has a way of doing that.
Financial Times M&A
JUNE 23, 2022
Cobham’s bid to take over rival moves a step closer to approval during consultation into security concerns
Hubly
JUNE 21, 2022
As Hubly's first full year since launching our product, we wanted to reflect on some of our statistics, findings, and moments from the past year.
Financial Times: Moral Money
JUNE 19, 2022
Financial regulators clamp down on companies misleading investors by overstating the greenness of their funds
Hellman & Friedman LLC
JUNE 24, 2022
SAN FRANCISCO, Calif. Shareholders to receive $77.50 per share in cash Zendesk to become a privately held company upon completion of the transaction Zendesk, Inc. (NYSE: ZEN) today announced it has entered into a definitive agreement to be acquired by an investor group led by leading global investment firms Permira and Hellman & Friedman LLC (“H&F”) in an all-cash transaction that values Zendesk at approximately $10.2 billion.
Financial Times M&A
JUNE 21, 2022
Plus, India’s market regulator fines the country’s most powerful tycoon and Kellogg’s plans a historic break-up
Hubly
JUNE 21, 2022
Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms
Financial Times: Moral Money
JUNE 23, 2022
Wealth managers say most clients remain committed to greener assets
H.I.G. Growth Partners
JUNE 21, 2022
Contact: Scott Hilleboe Managing Director shilleboe@HIGgrowth.com Ross Hiatt Managing Director rhiatt@HIGgrowth.com H.I.G. Growth Partners One Sansome Street 37th Floor San Francisco, CA 94104 P 415.439.5500 F 415.439.5525 www.HIGgrowth.com SAN FRANCISCO – June 21, 2022 – H.I.G. Growth Partners (“H.I.G. Growth”), the dedicated growth capital investment affiliate of H.I.G.
Financial Times M&A
JUNE 20, 2022
Californian group that offers expensive tests in effort to prolong lives was selected after Pimco scuppered earlier deal
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