Wealth Management

NOVEMBER 6, 2023

Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month.

Recruitment 95

Recruitment Assets Sales 95

Wealth Management

OCTOBER 18, 2022

The unit is likely to draw interest from other asset managers and private equity firms.

Assets 85

Assets Management Sales 85

Wealth Management

AUGUST 1, 2022

Sales of individual assets were up in the first half of the year, according to MSCI Real Assets. But portfolio transactions are becoming less common.

Assets 85

Assets Investing Investments Sales 85

Abnormal Returns

NOVEMBER 5, 2023

humbledollar.com) There's nothing magic about asset allocation. alchemy.substack.com) Why it's easy to say you will buy when stocks 'go on sale.' Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Be wary shifting too much of your money into bonds. awealthofcommonsense.com)

Asset Allocation 283

Asset Allocation Sales Assets Investing 283

MarketWatch

APRIL 18, 2023

on Tuesday began to solicit interest for more than $100 billion in assets seized last month from the failures of Silicon Valley Bank and Signature Bank. to market the securities for sale from the two failed banks. to market the securities for sale from the two failed banks. BlackRock Inc.

Banking 76

Banking Assets Insurance Sales 76

Wealth Management

APRIL 23, 2024

The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.

Investing 72

Investing Investments Sales Banking 72

The Big Picture

JANUARY 16, 2023

For some companies, a brand is something that helps slightly boost customer engagement and sales. But for others, including some of the largest companies in the world, a strong brand is one of their most valuable assets. Visual Capitalist : How much money is a brand truly worth?

Sales 273

Sales Assets 273

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Accounting Investing Investments 92

Sara Grillo

FEBRUARY 16, 2024

Watching financial advisors makes sales mistakes is excruciating. Here are the top sales mistakes that I see financial advisors making, and what to do instead. #1 Ping, pong, ping, pong… Emotion goes deeper than fact in the sales process; use discernment to get their emotions right and the proposal will take care of itself. #2

Financial Advisor 52

Financial Advisor Sales Retirement Media 52

Abnormal Returns

MARCH 5, 2024

investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. biopharmadive.com) Economy Heavy truck sales increased in February. (seeitmarket.com) Strategy Being right is more important than being first. microcapclub.com) Being fearful is no way to invest. dariusforoux.com) Why you should write more.

Financial Advising 255

Financial Advising Media Economy Sales 255

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

Nerd's Eye View

MAY 22, 2024

This latter exemption means that financial advisors with an ownership interest in their company (even a very small one) could still be subject to a non-compete as a term of the sale of their stake (which could impact how they value receiving an ownership interest in their firm).

Financial Advice 186

Financial Advice Commission Clients Financial Advisor 186

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. calculatedriskblog.com) The bifurcation between new and existing home sales continues. Alternatives Private market access funds are all the rage.

Asset Allocation 245

Asset Allocation Financial Advising Assets Media 245

MarketWatch

FEBRUARY 3, 2023

GCI said Friday it has used the proceeds of real estate sales totaling $21.3 We expect to sell another $50 million to $60 million in real estate and other assets in 2023, the proceeds of which we expect to use to pay down debt,” Chief Executive Michael Reed said in a statement. “:As USA Today publisher Gannett Co. The McLean, Va.-based

Sales 75

Sales Assets Marketing Marketing 75

The Big Picture

MAY 3, 2024

She was previously president of Honey, where she orchestrated the company’s sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age’s 100 Most Influential Women in Advertising. She previously held executive leadership positions at Microsoft, Yahoo!, Pinterest, SoFi, Demand Media.

Advertising 176

Advertising Media Sales Assets 176

Abnormal Returns

NOVEMBER 13, 2023

on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. newsletter.abnormalreturns.com) Mixed media There is no shortage of new, trophy apartments for sale in Manhattan. Crypto The crypto industry is at a crossroads, post-FTX. Then check out our weekly e-mail newsletter.

Education 248

Education Startup Financial Advising Economy 248

The Big Picture

DECEMBER 1, 2023

Bloomberg ) • Dimensional Fund Advisors Reaps $100B More in Assets With ETFs : The firm has $100 billion in assets under management in its nearly 40 exchange-traded funds, even though it entered the business only three years ago. trillion and the inheritors have their own plans for those assets.

Assets 231

Assets Retail Management Retirement 231

MarketWatch

APRIL 23, 2023

BBBY filed for voluntary chapter 11 bankruptcy on Sunday with the aim of achieving an orderly wind down of its businesses, while also seeking to find interest in its assets. In the event of a successful sale, the company will pivot away from any store closings needed to implement a transaction,” the company said in a statement.

Assets 76

Assets Retail Planning Sales 76

Abnormal Returns

FEBRUARY 12, 2024

trillion in assets. kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. (kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." standarddeviationspod.com) The biz Fidelity now oversees some $12.6 thinkadvisor.com) Five steps to create a paycheck in retirement.

Wealth Management 189

Wealth Management Retirement Communication Investment Planning 189

MarketWatch

MARCH 9, 2023

to pace all of the S&P 500’s SPX premarket losers on Thursday, which puts them on track for the worst one-day performance in 23 years, after the banking services company announced a stock offering and a large loss from the sale of assets. Shares of SVB Financial Group SIVB plummeted 30.6% of the company’s market capitalization of $15.8

Sales 76

Sales Banking Portfolio Assets 76

Wealth Management

MARCH 14, 2024

After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

Sales 98

Sales Assets 98

Abnormal Returns

APRIL 5, 2024

morningstar.com) Buffered ETFs are continuing to gain assets. bonddad.blogspot.com) Heavy truck sales ticked down in March. (wsj.com) Fund management How the new Hunterbrook Media-Hunterbook Capital model will work. on.ft.com) Why more index fund providers are likely to push proxy voting down to holders.

Financial Advising 220

Financial Advising Advertising Media Economy 220

The Big Picture

AUGUST 30, 2023

Morningstar blames “mistimed purchases and sales;” Carl Richards calls it the “ Behavior Gap.” Whatever phrase you select, the persistent gap between investors’ performance and the assets they hold is a substantial drag on returns. Vanguard’s Fran Kinnery describes the cure as “ Advisors Alpha.”

Assets 243

Assets Investing Investments Taxes 243

The Big Picture

MAY 6, 2023

An exclusive excerpt from When the Heavens Went on Sale, by the bestselling author of Elon Musk. The Ringer ) Be sure to check out our Masters in Business interview this weekend with Julian Salisbury , Chief Investment Officer of Goldman Sachs Asset & Wealth Management , with $737 billion in assets under management.

Wealth Management 306

Wealth Management Engineering Assets Management 306

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 167

Asset Allocation Advertising Engineering Media 167

Validea

JANUARY 27, 2023

The new issue market is booming, starting off 2023 with sales of nearly $600 billion, fueled by a worldwide rally that’s seen every type of bond soar 4.1%, reports an article in Bloomberg. Around the world, bond sales have been uneven. But Bloomberg Intelligence is predicting that U.S.

Sales 52

Sales Economy Banking Investing 52

MarketWatch

FEBRUARY 15, 2023

RNGshares dove 10% in after-hours trading Wednesday, following a quarterly report that included disappointing sales guidance. a share, on sales of $524.7 Analysts on average expected adjusted earnings of 59 cents a share on sales of $527.4 RingCentral Inc. The cloud-telephony company’s executives forecast 2023 revenue of $2.18

Sales 40

Sales Assets Marketing Marketing 40

The Big Picture

SEPTEMBER 21, 2023

Wall Street Journal ) • Jehoshaphat Research Comes Out of the Shadows : This activist short-seller is a veteran of institutional asset management. The Fence ) • America passed the EV ‘tipping point’ — but many buyers still want gas : Once EVs cross 5 percent of new sales, they generally take over. hesitation could hinder that.

Retail 261

Retail Sales Management Assets 261

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. calculatedriskblog.com) New home sales are on the rise. institutionalinvestor.com) How big a problem is 'volatility laundering'?

Asset Allocation 185

Asset Allocation Financial Advising Startup Valuation 185

Abnormal Returns

APRIL 26, 2023

axios.com) First Republic ($FRC) is contemplating major asset sales. wsj.com) Falling box sales point to slowing online sales. First Republic First Republic ($FRC) shows the banking crisis isn't over yet. bloomberg.com) First Republic ($FRC) is no longer in charge of its future.

Electronics 130

Electronics Financial Advising Sales Economy 130

Validea

APRIL 25, 2024

cash flow/assets ratio, ROA and sales stability, and advertising, capex, and R&D/assets ratios that exceed industry averages. It passes the Mohanram screen with a perfect score, thanks to its ROA and cash flow/assets above industry average, stable fundamentals, and growth spending ratios that outpace its peers.

Advertising 52

Advertising Investing Investments Manufacturing 52

Wealth Management

JANUARY 4, 2024

After two years of rising interest costs hindering asset sales, owners are seizing on recent rate stability to push for portability to get deals done.

Sales 89

Sales Assets 89

Abnormal Returns

FEBRUARY 27, 2023

standarddeviationspod.com) Michael Kitces talks with Danqin Fang who is a Lead Advisor for Austin Asset, an independent RIA. investmentnews.com) Are wash-sale rules out of date? (morningstar.com) Daniel Crosby talks with Rachel J. Robasciotti is the Founder and CEO of Adasina Social Capital. thinkadvisor.com)

Wealth Management 207

Wealth Management Media Clients Retirement 207

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Accounting 353

Accounting Government Assets Management 353

Abnormal Returns

JULY 25, 2023

ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." calculatedriskblog.com) Why new home sales are holding up better than existing home sales. bloomberg.com) Will Boomers act like prior generations when it comes to putting houses up for sale?

Financial Advising 130

Financial Advising Media Engineering Sales 130

Abnormal Returns

NOVEMBER 9, 2023

frontofficesports.com) Big Tech Apple's fiscal 2023 in charts, including rising services and wearables sales growth. variety.com) Fund management Why Western asset management firms are struggling in China. (ft.com) How rising interest rates will help hedge fund returns. caia.org) FanDuel's parent company is planning a U.S.

Financial Advising 159

Financial Advising Media Economy Economics 159

Wealth Management

OCTOBER 19, 2022

The sales are the latest sign that the turmoil that has rocked the U.K. pension industry in recent weeks is still reverberating through financial markets. Pensions have been dumping stocks, bonds and collateralized-loan obligations as well as pulling money from almost any fund that will give it back.

Assets 52

Assets Financial Market Sales Marketing 52