Abnormal Returns

OCTOBER 24, 2024

blogs.cfainstitute.org) Now is a good time to be selling a private credit asset management firm. on.ft.com) Joe Weisenthal and Tracy Alloway talk with Huw van Steenis, vice-chair at Oliver Wyman, about the relationship between banks and private credit. (fisherinvestments.com) Private credit Where are we in the private credit boom?

Investments 288

Investments Investing Startup Financial Advising 288

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. on.ft.com) Finance Why companies should leave the marketing of their IPO to the banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The S&P SmallCap 600 was up 10.8%

Financial Advising 275

Financial Advising Media Manufacturing Economy 275

Abnormal Returns

MARCH 14, 2023

(portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

FEBRUARY 1, 2023

Markets How major asset classes performed in January 2023. ofdollarsanddata.com) Brokerages are attracting more customers to their banking services. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 245

Financial Advising Media Assets Economy 245

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. theatlantic.com) Global Western countries are debating what to do with Russia's frozen assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theblock.co) A skeptical take on crypto, and factors.

Financial Advising 275

Financial Advising Media Economy Banking 275

Abnormal Returns

APRIL 21, 2023

CDs Short duration assets, like CDs, look good right now, but they do have risks. awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? ft.com) Banks and direct lenders are increasingly in conflict. The question is for how long?

Financial Advising 245

Financial Advising Banking Media Economy 245

Abnormal Returns

AUGUST 31, 2023

(morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? wsj.com) Hedge funds are a compensation scheme masquerating as an asset class, redux. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Media Economy Banking 264

Abnormal Returns

DECEMBER 15, 2023

thefinancialbodyguard.com) Banks Citigroup ($C) has shuttered its municipal bond business. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 263

Startup License Financial Advising Media 263

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. wsj.com) Why we should give Ukraine frozen Russian assets now. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 276

Financial Advising Startup Media Government 276

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 246

Retirement Commission Banking Financial Advising 246

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. wsj.com) Finance More banks are marking down the value of U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? on.spdji.com) Strategy Overconfidence is a killer for investors. office loans.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

FEBRUARY 6, 2024

(msn.com) Finance JP Morgan Chase ($JPM) is once again adding bank branches. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. abnormalreturns.com) Adviser links: the curse of knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 264

Financial Advising Valuation Manufacturing Media 264

Abnormal Returns

OCTOBER 23, 2023

washingtonpost.com) Banking Regional banks are feeling the pain of higher deposit rates. wsj.com) Big banks are next. lefsetz.com) Just how big is Costco's ($COST) clothing business? (genuineimpact.substack.com) Fund management How indexing has changed the world of asset management.

Financial Advising 213

Financial Advising Startup Banking Media 213

Abnormal Returns

OCTOBER 11, 2022

theinformation.com) Bank of New York Mellon ($BK) will now custody crypto assets. abnormalreturns.com) Adviser links: behavioral considerations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Prune it back properly, and you make it stronger. Stocks are the same."

Financial Advising 246

Financial Advising Economy Media Banking 246

Abnormal Returns

AUGUST 7, 2022

ft.com) Four big trends in the asset management have been in place for a decade. nature.com) Food banks are reporting increased demand and lower donations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) 1 in 5 Americans don't want children.

Financial Advising 246

Financial Advising Economics Food Manufacturing 246

Abnormal Returns

JUNE 1, 2023

on.spdji.com) How major asset classes performed in May 2023. ft.com) At some big banks, ~40% of open roles are AI-related. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The market's biggest stocks are having a big year. bloomberg.com) There is a boom in.ai domain names.

Insurance Coverage 242

Insurance Coverage Financial Advising Insurance Media 242

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. apolloacademy.com) How much longer can banks and office owners push out loan expirations? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

JULY 6, 2023

axios.com) Some banks are holding the line on job cuts. economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (techcrunch.com) Just call a tweet a tweet.

Economics 239

Economics Startup Financial Advising Media 239

Abnormal Returns

NOVEMBER 9, 2023

ft.com) Finance Are bank stocks actually cheap? variety.com) Fund management Why Western asset management firms are struggling in China. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What does the S&P 493 tell us? Then check out our weekly e-mail newsletter.

Financial Advising 162

Financial Advising Media Economy Banking 162

Abnormal Returns

MARCH 13, 2023

(bonddad.blogspot.com) We still don't know everything about the downfall of Silicon Valley Bank. ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. mailchi.mp) Why more assets are going to flow to systemically important banks. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Abnormal Returns

MARCH 20, 2023

allstarcharts.com) New York Community Bank is acquiring Signature Bank but not its crypto assets. ft.com) Job number one in a financial crisis is to stop the contagion. theatlantic.com) Regional banks still have a big problem: skittish depositors. allisonschrager.substack.com) Crypto Bitcoin has been on a tear YTD.

Financial Advising 130

Financial Advising Banking Economy Media 130

Abnormal Returns

MARCH 28, 2023

morningstar.com) Asset location, 101. theverge.com) Banks First Citizens ($FCNCA) is not afraid at buying busted banks. ft.com) Bank equity holders have taken it on the chin this time around. abnormalreturns.com) Adviser links: hyperbole cycles. Markets Investor psychology hasn't changed much in the past 112 years.

Financial Advising 130

Financial Advising Banking Media Economy 130

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. tker.co) Bank depositors are moving money into money market mutual funds.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

MARCH 16, 2023

Markets Bonds are once again a risk-off asset. ritholtz.com) Credit Suisse is not Silicon Valley Bank. ft.com) Japan bank portfolios are full of long dated bonds. economist.com) First Republic Bank ($FRC) hasn't always been a standalone entity. thereformedbroker.com) Markets are betting the Fed is closer to a pause.

Government 130

Government Media Financial Advising Banking 130

Abnormal Returns

APRIL 17, 2023

(appleinsider.com) Charles Schwab ($SCHW) has seen a big drop in bank deposits. wealthmanagement.com) Bank MDs are getting called back to the office. ft.com) Fund management Why asset managers should turn down problematic investors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

OCTOBER 14, 2022

axios.com) The biggest risk to the market right now is central bank policy error. bnnbloomberg.ca) Jeff Benjamin, "Schwab Asset Management is launching a pilot program that enables fund investors to have a say in the direction of the proxy voting process." Markets Bond market volatility is at crisis levels.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JULY 25, 2023

(awealthofcommonsense.com) Rubin Miller, "Annual forecasts are a deeply entrenched legacy exercise, disoriented toward client success but highly profitable for banks." ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers."

Financial Advising 130

Financial Advising Media Engineering Sales 130

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Adviser links: the paradox of Social Security. abnormalreturns.com) Why rough edges remain in financial markets: people.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not all that often.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

MarketWatch

MARCH 20, 2023

SVB Financial SIVB , the former parent of Silicon Valley Bank, on Monday said it’s received “significant interest” from prospective buyers in a reorganization effort underway with financial adviser Centerview Partners LLC. bankruptcy code, after a run on deposits caused Silicon Valley Bank to fail.

Assets 40

Assets Financial Advising Banking Insurance 40

eMoney Advisor

DECEMBER 15, 2022

That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. Examining Median Pay. A Bright Outlook.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Carson Wealth

AUGUST 28, 2022

Most common is charging a percentage of assets managed on behalf of a client. This model is called AUM (assets under management). A portion of the fee is then paid to the financial advisor. Fees range based on the level of management, platform, firm and the types of assets held in client accounts. .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Various profiles as a Financial Advisor? Financial advisors guide individuals in managing their finances and achieving financial goals.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” However, success would require the European Central Bank (ECB) to use strong language or to boost its daily purchases of the troubled countries’ debt by at least €5 billion.

Compliance 52

Compliance Communication Assets Portfolio 52

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard). There are many disturbing parallels in today’s global economy.

Investments 52

Investments Investing Valuation Clients 52

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Finance JP Morgan Chase ($JPM) and Bank of America ($BAC) plan to limit bankers' hours. etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Probably 25.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278