This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
is debuting a new media and entertainment fund targeting individual investors, bringing the typically exclusive world of sports investing to the retail segment. is debuting a new media and entertainment fund targeting individual investors, bringing the typically exclusive world of sports investing to the retail segment. trillion.
Markets How major asset classes performed in November 2024. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. Well, you should.
Sanctuary Wealth Affiliate mForce Launches $400M RIA Sanctuary Wealth, a Miami-based hybrid registered investment advisor with about $50 billion in assets , announced Tuesday that its mFORCE Capital partner firm is launching a new RIA from a team formerly with Truist Investment Services. The firm oversees about $400 million in client assets.
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.
The bill creates permanent tax incentives in the areas of capital asset depreciation and expensing of domestic R&D costs. OBBBA Creates Tax Incentives for Capital Investments One of the key features of the OBBBA is the return of 100% bonus depreciation on qualified capital assets.
billion in assets under management for 1,800 client households. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5
It was a family business, so we did it the right way so we could have Thanksgiving together still,” Cohen said during a media roundtable in New York. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Use social media and online platforms to promote your referral program. As time goes on, these clients often allow their advisor to manage even more of their assets. Online Presence: Make sure your website and social media pages show clear details about your referral program. Referrals rely on trust and connections.
Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.
Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032. It’s much more appropriate for the underlying assets.
What's unique about Sebastian, though, is how his firm has implemented a financial planning quality control system, where a dedicated team member touches base with clients immediately after their meeting with an advisor, often before the client even leaves the office, to ensure that clients are receiving a high level of service, get feedback on where (..)
As Greenblatt notes, “The hard part is continuing to believe that the magic formula still makes sense even when friends, experts, the news media, and [the market] indicate otherwise.” The strategy requires overcoming significant psychological barriers – particularly during periods of underperformance.
Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic. Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive.
For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media.
on.spdji.com) How major asset classes performed in February 2025. abnormalreturns.com) Mixed media Americans still want more opportunities for work from home. February 2025 The S&P 500 returned -1.30% in February 2025. capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market.
Through the first half of this year, the average asset size per deal was on pace to be the highest in three years, and 40.9% of announced deals involved sellers with at least $1 billion in assets. " According to a July Form ADV, Arax Advisory Partners’ client assets have more than doubled this year to $7.3
Austin-based Kestra oversees about $142 billion in client assets through its companies, including independent broker/dealer Kestra FInancial, through 1,800 advisors, according to its websites. Bluespring made a similar move in March 2024 to merge two firms into a $1.4
money market mutual funds now have more than $7 trillion in assets. newsletter.abnormalreturns.com) Mixed media Not The Onion: The Onion has purchased Alex Jones' Infowars out of bankruptcy. (alphaarchitect.com) How the activist short selling ecosystem works. on.ft.com) Fund management 2024 could see $1 trillion in U.S. msn.com) U.S.
Tax advice is a common topic on social media platforms like TikTok. In this article, well separate the facts from the fiction regarding these social media claims, highlighting the difference between popular and professional tax advicea difference that can have profound consequences when dealing with the Internal Revenue Service.
Awareness Prospects become aware of your services through various channels like search engine results pages (driven by SEO ), pay-per-click advertising, social media, referrals, and content marketing. Consideration Next, prospects consider your services as a potential solution to their financial needs.
bloomberg.com) You need a strategy to survive the commoditization of the asset management industry. abnormalreturns.com) Mixed media Why there is no new James Bond movie on the horizon. (mailchi.mp) Fund management Endowment funds are not simply savings accounts. philbak.substack.com) China The percentage of U.S. Well, you should.
True North Expands in SF by Alex Ortolani Jul 15, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.
She has also been an outspoken advocate as the Women and Wealth Ambassador for the firm and in the media, advising on how to support women in wealth and how to move from recruiting slogans to real change. Mindy co-hosts the popular podcast series The Diamond Podcast for Financial Advisors , is a prolific writer and regular media contributor.
Local Chinese media reports confirm the strong interest. Reserve assets must fully back every stablecoin issued. These assets require high quality and instant liquidity. The Securities and Futures Commission (SFC) approved few virtual asset licenses. Applications open August 1st under a new city law.
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. See more from Alex Ortolani You May Also Like Trusts and Estates for Advisors Trusts & Estates for Advisors Your premier resource for trusts, estates, and wealth transfer strategies.
Vox ) see also Manage the Noise : You can architect your media diet, who and what you pay attention to, frame the news flow appropriately, and simply make better decisions. ( Your brain isn’t what it used to be. ( The Big Picture ) • The truth about using cannabis for health problems : It’s being used for everything from pain to insomnia.
on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. newsletter.abnormalreturns.com) Mixed media Consumer packaging that thinks outside the box, can or bottle. (sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets.
They have grown up surrounded by the Internet and are aware of basic financial concepts, even if it is through social media or YouTube videos. Just like booking a taxi on your phone, one also expects to receive financial advice, invest, and liquidate their assets, while on the go.
It’s also never been easier to gain market knowledge on your own through blogs, newsletters, social media and podcasts. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services.
johnwallstreet.com) Venture capital Balyasny Asset Management is launching a dedicated venture capital vehicle. wsj.com) Media An assessment of what finance writers are earning on Substack. abnormalreturns.com) Mixed media The Boston Celtics were just sold for a record price. Well, you should be.
Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. This means using AI to make personalized experiences and having strong social media campaigns. It could be blogs, articles, white papers, webinars, or even fun social media posts.
billion in client assets in 2025. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. The firm’s founders are two second-generation advisors breaking away from Raymond James along with their fathers.
billion in assets under management. We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6
She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. It had been acquired by US West, a Denver based company, and they had rebranded it as Media One. What motivated the transition to full-time asset management? When did that start?
The Gold Rush (and Crypto Craze) Whenever a particular asset shines brightly in the headlines, investor interest skyrockets. Rebalance your portfolio using a rules-based process—buy low, sell high, and avoid riding asset fads to their peaks. Tune out the noise of media hype.
By Q1 2021, he had gathered more assets under management (AUM) than in any other year of his career. Social Media Content Planning Content marketing for financial advisors should always include social media promotion. Optimizing your social media profiles can enhance your visibility and credibility.
By proactively communicating, youre doing three things: Reinforcing your value: Clients dont just hire you to manage assets; they hire you to provide guidance in both good times and bad. Social media posts: Even short LinkedIn or X updates can remind clients youre present, engaged, and monitoring the situation.
But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. They do have a lot more bells and whistles.
billion in discretionary and non-discretionary assets. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In that time, it has grown to 22 employees, 539 clients and $2.2
The media loves to tout this narrative, but this isn’t the real way the NBER defines a recession. It’s always a satellite asset that insures you over a specific time period. There’s this belief that two quarters of negative GDP growth means we are in a recession.
Time is another valuable asset in wealth building that allows you to benefit from the magic of compounding. With just a small sum, you can invest in a diversified basket of assets, such as stocks, bonds, or commodities, through a single fund. Markets fluctuate, media narratives change, and fear can set in.
And that’s gone across into our social media communications. We’re talking on social media about things that can help people learn more, understand more, and engage more with us as financial planners and also as a financial planning community. Lead with advice and understanding them and what it is they really need.
If you want to be a financial advisor for 401k plans, do it for the right reasons; not just to get at the business owners assets. I am an outsourced CMO for companies who need regular, full service marketing blogging, social media posts, newsletters, etc. Bring the spirit of entrepreneurship back to the conversation.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content