The banking billionaire making a $3.7bn bet on Colombia
Financial Times M&A
JUNE 15, 2022
While others move wealth ahead of critical election, Jaime Gilinski is aiming for the country’s crown business jewels
Sat.Jun 11, 2022 - Fri.Jun 17, 2022
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New BlackRock strategy to pursue energy transition and security
Financial Times: Moral Money
JUNE 15, 2022
Perpetual infrastructure programme to invest more than half its assets in Europe due to Ukraine war
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Trending Sources
The Wealthfront Cash Account Now Has a 1.40% APY
Wealthfront
JUNE 17, 2022
We’re thrilled to announce we’re raising the APY on the Wealthfront Cash Account from 0.85% to 1.40% following the Federal Reserve’s decision to raise the target range for the federal funds rate. That means your cash will earn nearly 20x the interest at Wealthfront it would earn in a traditional savings account. And of course, […]. The post The Wealthfront Cash Account Now Has a 1.40% APY appeared first on Wealthfront Blog.
Article: Succinct Financial Plans Spur Clients To Act
Elevating Your Business
JUNE 17, 2022
I was recently quoted in an article published online and offline from Investors Business Daily. Here's the entire article Comment Below As a planner, how did you change your planning process to make it more client friendly? As a consumer, what would you like your planner to do differently? #financial planning, #change, #planning. The post Article: Succinct Financial Plans Spur Clients To Act appeared first on Women Financial Advisor Coach Consultant.
Workers’ windfall at KKR-owned company shows private equity shift
Financial Times M&A
JUNE 12, 2022
Hundreds of workers stand to collect $175,000 in average profits after sale of CHI Overhead Doors
Does the consumer world need to tone down the green talk, for its own good?
Financial Times: Moral Money
JUNE 16, 2022
There is a risk that, even as regulators crack down on greenwashing, consumers become more cynical
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More Trending
The Silver Lining of Volatility
Bell Investment Advisors
JUNE 17, 2022
Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. After a gain of over 4% in the first few trading days, the U.S. stock market declined for several sessions until it was 5.5% below its April closing level. This peak-to-trough swing was nearly 10%, echoing prior drawdowns that occurred in January, February, and April.
Nomura chief executive predicts weak yen will kick off foreign M&A wave
Financial Times M&A
JUNE 12, 2022
Kentaro Okuda says rate rises and Toshiba privatisation will usher in ‘paradigm shift’ for corporate Japan
ESG’s legal showdown: ‘There’s nothing to suggest DWS is a one off’
Financial Times: Moral Money
JUNE 13, 2022
The boom in ESG investing is drawing regulatory scrutiny on both sides of the Atlantic
Estimating Your Tax Burden in Retirement
Integrity Financial Planning
JUNE 16, 2022
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions. If you have a private pension, your pensions payments could be taxed at ordinary income rates.
Is a Recession Bad for Investors?
Wealthfront
JUNE 16, 2022
A recession, commonly defined as two quarters in a row of shrinking gross domestic product (GDP), is generally considered bad news. Recessions cause real suffering, especially through rising unemployment and general financial uncertainty—so it’s normal to feel concerned about an economic slowdown and the impact it could have on you and your loved ones.
West End landlords Shaftesbury and Capco agree £5bn merger
Financial Times M&A
JUNE 16, 2022
Owners of portfolios spanning London’s Covent Garden and Soho will combine in all-share deal
SEC proposal on fund names looms over everything, not just ESG
Financial Times: Moral Money
JUNE 14, 2022
Names Rule amendments could have a particular impact on thematic ETFs, analysts say
The History and the Future of Money
Integrity Financial Planning
JUNE 16, 2022
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The value of currency and inflation affect us all, as we’ve seen recently at the gas pump and the grocery store. Here’s what we can learn about our present from the history of money. Inflation Then and Now.
Healthy, Creative Strategies for Gifting to Children
Bell Investment Advisors
JUNE 16, 2022
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. You find yourself in your golden years in the enviable position of having more gold, so to speak, than you need in your lifetime. You could simply pass on whatever’s left to your kids and grandkids after you’re gone. But why wait?
Thoma Bravo seizes on pay issue to lower Anaplan buyout price
Financial Times M&A
JUNE 12, 2022
Private equity firm negotiates reduction after alleging software company violated merger terms
Considering Your Incentive Stock Options: Some Caveats About Taking a Qualified Disposition
Zajac Group
JUNE 15, 2022
Who doesn’t love a great tax break? You and I can’t personally reverse a bear market or revise Federal regulations. But we do get to decide when and how to exercise, hold, and sell our incentive stock options (ISOs), dictating whether we have a qualified disposition or disqualified disposition. Why not make best use of your tax-planning powers when you do?
Protecting Your Capital
Integrity Financial Planning
JUNE 15, 2022
What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it. With interest rates up and the stock market down , what’s the silver lining? How can we protect our hard-earned capital and look for other opportunities? Brian says it really depends on the client and what their financial needs and goals are.
How to Fix a Common Client Problem: Too Little Insurance Protection
Tobias Financial
JUNE 14, 2022
Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades.
Harold Hamm launches bid to take Continental Resources private
Financial Times M&A
JUNE 14, 2022
Energy billionaire wants to buy the 17% of Continental that his family does not already own
19 Best Practice Systems for Growing Businesses
Elevating Your Business
JUNE 13, 2022
Best practice systems identify the bottlenecks in your workflow. Creating systems involves examining a process step by step so that you find hiccups and other problems. The process of defining and refining your workflow with systems makes your business run smoothly. Which of these best practice systems is your firm missing? Use the list below. The post 19 Best Practice Systems for Growing Businesses appeared first on Women Financial Advisor Coach Consultant.
When to send an article to the expert, not an editor
Investment Writing
JUNE 14, 2022
If you work in a marketing or editorial group, the pieces that you work on may get comments from many different people. Sometimes your next step should be to send the piece to an editor to clean up or proofread the writing. Other times, you need to send the piece back to the subject-matter expert—often called a SME in the marketing world. When to send to the expert.
Back Office Hero Sonya Spake | Hubly
Hubly
JUNE 13, 2022
Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm.
Boots is cautionary tale of how buyout boom went bad
Financial Times M&A
JUNE 15, 2022
Chemist chain is not a business that can be fixed by some fancy financing
Outside Investment Manager Due Diligence & Disclosure (Templates)
XY Planning Network
JUNE 13, 2022
5 MIN READ. Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). There are a number of different options when it comes to choosing an outside manager as an advisor and we'll discuss several options.
Keys to Building Life-Long Loyalty with Clients
Don Connelly & Associates
JUNE 13, 2022
Successful financial advisors know that client retention is vital for sustaining and growing their business. Replacing a client who leaves with a new client is expensive and hard work, costing five to 25 times more than retaining an existing one. Success at retaining clients enables advisors to focus on delivering value to them instead of having to pursue new clients.
Tax Changes to Consider After the Death of a Spouse, Ep #166
Financial Symmetry
JUNE 13, 2022
Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers. On today’s show, we tackle the emotionally challenging subject of … Continued. The post Tax Changes to Consider After the Death of a Spouse, Ep #166 appeared first on Financial Symmetry, Inc.
BNP Paribas approached Dutch government about ABN Amro acquisition
Financial Times M&A
JUNE 17, 2022
Deal would be first major move in long-expected wave of consolidation across Europe’s banking sector
Why Scaling Your Firm has More to do with Your Back Office Than You Think | Hubly
Hubly
JUNE 17, 2022
There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.
Inspired Change: 101 Coachable Areas to Transform Your Business & Life
Elevating Your Business
JUNE 12, 2022
The life of your dreams is closer than you think! Inspiring change lists places in business or life to review for improvement. Your ideal life and business are intertwined. Often, you’ll hear me say, “Life happens when you run a business.” What I mean by that is: issues in your life affect your business and. The post Inspired Change: 101 Coachable Areas to Transform Your Business & Life appeared first on Women Financial Advisor Coach Consultant.
Killing coal: a new way to get investors involved
Financial Times: Moral Money
JUNE 13, 2022
Plus, European regulators turn their sights on ESG ratings
Musk’s bankers have a dilemma: do they help him kill the Twitter deal?
Financial Times M&A
JUNE 12, 2022
Tesla boss has suggested financing is at risk, but so are fat fees
Market Update for May 2022
ModernAdvisor
JUNE 14, 2022
May was mixed for equity markets, though none showed much strength. Fixed income was also mixed, and certainly didn’t provide much of a safe haven from equity market volatility. May 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding […].
2022 Leaders of Influence – Private Equity Investors and Advisors
Kayne Capital
JUNE 15, 2022
… The post 2022 Leaders of Influence – Private Equity Investors and Advisors appeared first on Kayne Capital.
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