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The Power of the Midyear Gut Check

Wealth Management

Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. If you find more friction than momentum, it may be time to rethink what’s possible — not to chase change, but to ensure you’re set up to thrive.

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#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue

Nerd's Eye View

Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. My guest on today's podcast is Kay Lynn Mayhue.

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401(k) Record Keepers Facing Existential Moment

Wealth Management

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

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Diversification is SO Back

Wealth Management

Prior to attending social gatherings, I often prepare by thinking of some smart, exciting and even sexy responses – like talking about valuation metrics and how company ABC is isolated from tariffs and that if it reaches $50 it’s going to break through to $75.

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Transcript: Apollo’s Torsten Slok

The Big Picture

White paper was about asset backed finance. It hurts those who have debt and it helps those who have assets. How do you think about valuations for both equities and fixed income here in the beginning of 2025? So that’s what we try to do in Apollo Academy, namely have various educational materials.

Economy 257
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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)