Abnormal Returns

JUNE 23, 2023

acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). joincolossus.com) Economy Michael Klein talks with Steven Durlauf about inter-generational changes in income. neckar.substack.com) Jim O'Shaughnessy talks leadership with Pippa Malgrem.

Portfolio Management 207

Portfolio Management Economy Banking Portfolio 207

The Big Picture

MAY 12, 2023

I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and technology, markets and politics, Hollywood, the economy, investing and so much more. ” It’s a fun hour when I get on the other side of the mic.

Media 197

Media Economy Banking Investing 197

Abnormal Returns

MAY 24, 2023

wsj.com) Companies have not not shy about buying back stock YTD. nytimes.com) Russia's neighbors increasingly disapprove of its 'leadership.' nextbigideaclub.com) Laurie Santos talks with with Simone Stolzoff about the futility of finding the 'perfect job.' Markets Bank stocks used to be boring to trade. Not any more.

Investing 211

Investing Investments Financial Advising Startup 211

Steve Sanduski

DECEMBER 5, 2023

a Partner in CRA Admired Leadership, a boutique leadership development firm with a large client base in financial services. In a Nutshell: Great leadership is about what you do, not who you are. Is one leadership archetype superior to others? Guest: Suzanne Peterson Ph.D. , The leaders who inspire Suzanne.

Communication 59

Communication Financial Services Financial Advisor Management 59

Abnormal Returns

DECEMBER 30, 2022

(vulture.com) Finance Barry Ritholtz talks with Charlie Ellis about his new book "Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business." bogleheads.podbean.com) Jamie Hopkins & Ana Trujillo Limón talk with Howard Lindzon about his approach to investing.

Advertising 130

Advertising Startup Investing Investments 130

Abnormal Returns

JUNE 21, 2023

msn.com) What Apple ($AAPL) didn't reveal about the Vision Pro. wsj.com) So is the leadership at Blue Owl Capital ($OWL). (morningstar.com) The Grayscale Bitcoin Trust ($GBTC) is catching a bid on increased spot Bitcoin ETF talk. wsj.com) Apple Apple ($AAPL) is already utilizing AI, it's just not showing you how.

Financial Advising 219

Financial Advising Startup Portfolio Media 219

Nerd's Eye View

JULY 25, 2023

Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 billion in assets under advisement.

Financial Advisor 245

Financial Advisor Compliance Recruitment Insurance 245

Nerd's Eye View

NOVEMBER 10, 2023

Also in industry news this week: How the use of model investment portfolios can potentially save advisors time and boost client trust Why a recent IRS Private Letter Ruling could facilitate the emergence of zero-commission variable universal life policies (that RIAs can actually get paid a fee to advise on) From there, we have several articles on housing: (..)

Financial Planner 167

Financial Planner Commission Numbers Portfolio 167

NAIFA Advisor Today

APRIL 8, 2024

The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982. Richards, JD, MBA, CLU, CFP, “Ethical and Regulatory Environment Surrounding the Sale of Premium-Financed Indexed Universal Life Insurance,” in March 2023 For more information about the Kenneth Black Jr.

Financial Services 64

Financial Services Ethics CFP Education 64

Nerd's Eye View

DECEMBER 4, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Nitrogen CEO Aaron Klein and TIFIN President Jack Swift have announced their departure from their respective firms, the latest in a wave of founder/CEO departures from AdvisorTech firms after a 7+ year cycle of rapid PE-funded growth (..)

Financial Advisor 217

Financial Advisor Clients Planning Distribution 217

Nerd's Eye View

MARCH 19, 2024

Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.

Financial Advisor 177

Financial Advisor Recruitment Clients Assets 177

Tobias Financial

MARCH 27, 2024

As a PFP Champion and a member of the PFP Executive Committee, Marianela’s leadership and involvement will undoubtedly have a positive impact on the efforts of the program. Her leadership, dedication, and passion continue to inspire us all as we work together to shape the future of financial planning.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Abnormal Returns

NOVEMBER 4, 2022

(howardlindzon.com) Matt Reustle talks with Sean Stannard-Stockton about the business of Home Depot ($HD). joincolossus.com) Joe Weisenthal and Tracy Alloway talk with Bloomberg reporter Mark Bergen about Apple's choke hold on the online advertising industry. joincolossus.com) Shane Parrish talks leadership with Alan Mulally.

Advertising 130

Advertising Marketing Marketing 130

Abnormal Returns

MARCH 17, 2023

(fastcompany.com) What podcasters think about different podcast publishers. podnews.net) Companies Aimee Keene talks with Neeraj Arora about how the Facebook deal for WhatsApp came together. shows.acast.com) Matt Reustle and Dom Cooke talk with Simon Owens about building a modern media business. banking system. tim.blog)

Media 130

Media Banking Management Investing 130

The Big Picture

FEBRUARY 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I am super excited about this week’s Masters in Business Live with Vanguard Group CEO Tim Buckley. I got to sit with Tim for about an hour and ran through about 45 minutes’ worth of questions, and we took some questions from the audience. You’re his — BUCKLEY: Yeah.

Clients 267

Clients Investing Investments Retirement 267

Nerd's Eye View

APRIL 14, 2023

Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)

Financial Planner 182

Financial Planner Retirement Planning CFP Financial Planning 182

Tobias Financial

MARCH 27, 2024

As a PFP Champion and a member of the PFP Executive Committee, Marianela’s leadership and involvement will undoubtedly have a positive impact on the efforts of the program. Her leadership, dedication, and passion continue to inspire us all as we work together to shape the future of financial planning.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

The Big Picture

OCTOBER 13, 2023

RE/MAX A few weeks ago, I talked about how the real estate tech sector ( Redfin , Zillow ) was the public spokesperson of the real estate industry while NAR stood silent. Yes, NAR does its continuous research releases, but they are largely silent on ‘breaking news’ type issues.

Numbers 283

Numbers Sales Management Marketing 283

Nerd's Eye View

APRIL 18, 2023

My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas.

Consulting 246

Consulting Financial Advisor Education Accounting 246

Nerd's Eye View

SEPTEMBER 15, 2023

Also in industry news this week: The SEC agreed to a series of settlements with 9 RIAs resulting from charges of improper use of hypothetical returns in advertising under the regulator's marketing rule How several CEOs of large RIAs and AdvisorTech companies have found that receiving funding from private equity firms and taking the responsibility for (..)

Financial Planner 226

Financial Planner Retirement Retirement Planning Advertising 226

The Big Picture

MAY 21, 2023

USA Today ) • Drug Shortages Near an All-Time High, Leading to Rationing : A worrisome scarcity of cancer drugs has heightened concerns about the troubled generic drug industry. Since the pandemic, more students are school-avoidant, leaving parents feeling hopeless and schools unequipped to find a solution. (

Insurance 283

Insurance Healthcare Nonprofit Ethics 283

Nerd's Eye View

SEPTEMBER 13, 2022

In this episode, we talk in-depth about how Carolyn grew her career to become a leader in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to shift away from solely commission-based models and add advisory models, the paths that Carolyn navigated at companies like H.D.

Financial Advisor 170

Financial Advisor Financial Services Ethics Recruitment 170

Wealth Management

NOVEMBER 23, 2022

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

Financial Advisor 101

Financial Advisor Management 101

Nerd's Eye View

JUNE 20, 2023

What's unique about Tony's journey, is how the tragic death of his mother just 6 months after she retired, made Tony realize that even though retirees may be prepared financially for their retirement, they may not be prepared mentally for the transition to a life that is separate from their career identities.

Retirement 242

Retirement Clients Financial Advisor Financial Planning 242

Tobias Financial

APRIL 15, 2024

They work tirelessly to ensure that we deliver the best possible service to our clients, and they are both passionate about helping clients reach their financial goals and live the lives they want to live. Furthermore, we are delighted to welcome Edgar Collado, our Chief Operating Officer, as a new shareholder.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Clients 52

Advisor Perspectives

NOVEMBER 9, 2023

As it is every year, the highlight of the conference is Bob’s presentation of the Insiders Forum leadership award. Those contributions were evident in the presentation Angie made about her most recent research after receiving her award, and she is here today to share some of those findings.

105

105

Steve Sanduski

SEPTEMBER 30, 2022

In a Nutshell: According to Antonia Hock, the traditional corporate leadership style is dead and the pandemic just accelerated a series of trends that have empowered workers to find more meaning in their jobs and more balance in their lives. Antonia spent six years as the Global Head of The Ritz-Carlton Leadership Center.

Accounting 96

Accounting Management Investing Investments 96

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 211

Financial Planner Nonprofit CFP Advertising 211

Abnormal Returns

DECEMBER 16, 2022

(wsj.com) Society Derek Thompson talks with economist Bryce Ward about the causes and consequences of the rise of alone time in America. betonit.substack.com) Companies Matt Reustle talks with Drew Cohen talk about the unique business of Floor & Decor. theringer.com) Bryan Caplan and Chris Arnade discuss poverty in America.

Investing 130

Investing Investments Marketing Marketing 130

Tobias Financial

APRIL 12, 2024

They work tirelessly to ensure that we deliver the best possible service to our clients, and they are both passionate about helping clients reach their financial goals and live the lives they want to live. Furthermore, we are delighted to welcome Edgar Collado , CEPA®, our Chief Operating Officer, as a new shareholder.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Clients 52

Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households.

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households.

Financial Advisor 215

Financial Advisor CFP Clients Assets 215

Nerd's Eye View

JANUARY 30, 2023

But thinking about career goals is not necessarily enough; instead, employees need to take ownership of their careers to achieve the career goals they seek. You can also be proactive about gaining expertise by pursuing relevant designations or training in soft skills like leadership.

Management 130

Management Clients Business Planning Planning 130

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

The Big Picture

JULY 16, 2022

Markowitz special distinction award, multiple Bernstein Fabozzi/Jacobs Levy awards for his articles, and CFA Institute’s 2017 Leadership in Global Investment Award. His research into markets and valuation has won numerous accolades and recognitions, including the Graham and Dodd award, the Harry M. in engineering from Princeton.

Portfolio 354

Portfolio Valuation Engineering Economics 354

Nerd's Eye View

AUGUST 22, 2023

Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.

Financial Advisor 193

Financial Advisor Media Sales Clients 193

Nerd's Eye View

NOVEMBER 18, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Three things other than pay that firms can do to attract currently employed talent. The time management principles that are used by the most successful leaders.

Financial Planner 197

Financial Planner Tax Planning CFP Taxes 197