Wealth Management

JUNE 20, 2025

which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. The mobile-first application built for the wealth management industry hails from Covington, Ken.,

Wealth Management 201

Wealth Management Management Financial Advisor Clients 201

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. fastcompany.com) Startups Great companies create markets, not the other way around. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

Abnormal Returns

DECEMBER 2, 2024

riabiz.com) Morgan Stanley's ($MS) wealth management division apparently prioritized assets over vetting clients. wsj.com) Startup AI wealth manager Range raised another round of capital. (podcasts.apple.com) The biz Fidelity's move to sweep client cash into FCASH, making more work for RIAs.

Clients 124

Clients Wealth Management Financial Planner Startup 124

Trade Brains

JUNE 24, 2025

Founded in 2016 by Krish Ramineni and Sam Udotong, this is a remote positioned startup, now a Unicorn , that offers an AI-powered meeting assistant which can record, transcribe and summarise voice conversations across platforms like Zoom, Google Meet, Microsoft Teams and more. Built for Remote Teams, by a Remote Team Fireflies.ai

Startup 59

Startup Valuation Distribution Manufacturing 59

Abnormal Returns

APRIL 22, 2025

morningstar.com) Private assets Tariffs are only going to make things harder for startups. (morningstar.com) Bonds Treasury bonds have never been risk free. bloomberg.com) Are bonds still a good diversifier? wired.com) Secondary sales are now a part of every VC's playbook. hunterwalk.com) PE secondary volume continues to grow.

Startup 162

Startup Sales Media Economy 162

Abnormal Returns

SEPTEMBER 2, 2022

Strategy Investors can now get non-zero yields on risk-free assets. nytimes.com) Startups The co-founder relationship is like a marriage. protocol.com) A changing climate underlies growing interest in weather startups. awealthofcommonsense.com) Investing lessons learned from Julian Robertson. smartphone market.

Startup 246

Startup Financial Advising Media Economy 246

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

JULY 23, 2024

(econometrics.blog) Alternatives Why are estimates of alternative asset returns still so high? papers.ssrn.com) Financial flexibility makes for better startup outcomes. mailchi.mp) Endowments are struggling to get capital back from their PE investments. markovprocesses.com) A problem with increasingly private credit: the loss of data.

Startup 241

Startup Economics Assets Investing 241

Abnormal Returns

MARCH 14, 2023

portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. cnbc.com) VCs are beating the bushes to invest in AI startups. Strategy What investing lessons can we cull from the downfall of SVB? growth over the past year.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

SEPTEMBER 25, 2023

(etf.com) Higher yields are going to be a headwind for risky asset classes. citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume. ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 278

Financial Advising Startup Economy Media 278

Abnormal Returns

OCTOBER 10, 2023

msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. papers.ssrn.com) Why employees hired in the first year of a startup are so important. AI AI investment models can't explain how they do what they do. institutionalinvestor.com) How AI can be used to parse corporate risk disclosures.

Portfolio Management 264

Portfolio Management Startup Portfolio Management 264

Wealth Management

JUNE 20, 2025

I’ve known Kanishk a few years and he has been around the block when it comes to the developer world, having sold his first startup to Fitbit (which is now owned by Google) and his second to Addepar, where he met Tully. Their current startup, Powder, is all about helping firms build operational efficiency. now Pontera).

Wealth Management 148

Wealth Management Management Financial Advisor Estate Planning 148

Abnormal Returns

APRIL 7, 2023

behaviouralinvestment.com) Money market mutual fund assets are surging. caia.org) Startups have shifted to capital efficiency. ft.com) Why health care startups often use human names. Strategy What does ChatGPT know about investing? morningstar.com) Why fund managers don't want to talk about skill.

Startup 246

Startup Financial Advising Economy Media 246

The Big Picture

MAY 5, 2023

NPR ) • How Silicon Valley’s Troubles Are Reshaping Venture Capital : After unprecedented dominance of US startup funding in the 2010s, the region has lost some ground. The trend underscores the scale of the country’s affordable housing shortage and the ripple effects it has on the wider economy. ( But it’s still No.

Startup 359

Startup Wealth Management Assets Valuation 359

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. bloomberg.com) Why working for a startup probably isn't for you. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. etftrends.com) Economy Is the U.S.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

JULY 6, 2023

nytimes.com) Venture capital AI startups continue to gain venture interest. economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India.

Economics 239

Economics Startup Financial Advising Media 239

Abnormal Returns

JULY 25, 2023

sparklinecapital.com) Why asset managers need their own AI sandboxes. institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? AI How to identify those companies that will benefit from AI adoption. institutionalinvestor.com) Analysts How the work environment affects sell-side analyst performance.

Startup 246

Startup Valuation Accounting Taxes 246

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio.

Startup 242

Startup Valuation Financial Advising Distribution 242

Abnormal Returns

DECEMBER 18, 2023

wsj.com) Why we should give Ukraine frozen Russian assets now. moneywithkatie.com) Some lessons learned from winding up a startup. (axios.com) Global Russian propaganda has found a welcome home on TikTok. bbc.com) How young Chinese are dealing with a lethargic economy. ovsecondopinion.substack.com)

Financial Advising 276

Financial Advising Startup Media Government 276

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 246

Startup Clients Wealth Management Portfolio 246

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? wsj.com) Investors are heading to secondary exchanges to buy shares in AI startups. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. theverge.com) How the AI landscape is lining up.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

MARCH 20, 2025

johnwallstreet.com) Venture capital Balyasny Asset Management is launching a dedicated venture capital vehicle. institutionalinvestor.com) The fintech startups that could go public. (theverge.com) Apple TV+ Apple ($AAPL) is reportedly losing some $1 billion a year on streaming content.

Startup 130

Startup Media Retail Economy 130

Abnormal Returns

MAY 2, 2025

(podcasts.apple.com) Alternatives Joe Weisenthal and Tracy Alloway talk with Joe Dowling, the former head of Brown University's endowment and now global head of multi-asset investing at Blackstone ($BX). podcast.moneywithkatie.com) Startups Logan Bartlett talks with Ben Lamm, CEO and Founder of Colossal Biosciences.

Startup 147

Startup Food Investing Investments 147

Abnormal Returns

NOVEMBER 21, 2022

Strategy The best uncorrelated asset in a downturn is mindset. ft.com) The VC money in crypto startups isn't looking great right now. thewaiterspad.com) Why you should spend as little time on investing as possible. moontower.substack.com) Crypto Coinbase ($COIN) is feeling the effects of the FTX blowup.

Financial Advising 241

Financial Advising Startup Manufacturing Media 241

Abnormal Returns

JUNE 20, 2024

nytimes.com) Startups are upping their due diligence to avoid Chinese espionage. abnormalreturns.com) Research links: asset class access. (institutionalinvestor.com) Vanguard Nobody identifies as a 'Blackrock-head.' etf.com) Vanguard really doesn't want you to call. ft.com) Europe needs more ammo.

Financial Advising 263

Financial Advising Startup Economy Media 263

Abnormal Returns

DECEMBER 5, 2022

(cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. riabiz.com) Communication Having a public presence can be scary for advisers. wealthmanagement.com) Should you write your clients an annual letter?

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

NOVEMBER 23, 2022

Setting up and maintaining a solo 401(k) plan involves creating plan paperwork (including a written plan document and adoption agreement), keeping records of contributions and withdrawals, and for plans with more than $250,000 in assets, filing Form 5500-EZ annually with the IRS.

Planning 246

Planning Distribution Assets Retirement Planning 246

Abnormal Returns

DECEMBER 3, 2023

(awealthofcommonsense.com) There are a lot of different asset allocations you can live with. ft.com) Do startups founded in recessions fare better? humbledollar.com) Technology No matter how you look at it, Intel ($INTC) is being battered on all sides. wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI.

Asset Allocation 261

Asset Allocation Financial Advising Startup Economy 261

The Big Picture

OCTOBER 28, 2022

Which Asset Class is More Attractive Right Now: Stocks or Bonds? Instead, the startup valued at $15 billion risks becoming the next Kozmo.com-size flameout. Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management. Wall Street Journal ). New York Times ).

Startup 277

Startup Banking Food Assets 277

Abnormal Returns

JANUARY 25, 2023

ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. billboard.com) Startup Clouty wants to make futures available on streaming music. (annehelen.substack.com) When professional success doesn't translate into satisfaction. hbr.org) Funds A rising percentage of ETF trades occur off-exchange.

Financial Advising 246

Financial Advising Startup Media Retirement 246

Abnormal Returns

JUNE 21, 2023

axios.com) Fund management Global ETF assets under management are at a new record $10.32 axios.com) Unlike big tech, startups can offer remote work as a perk. (ft.com) Tiger Global wants to offload some of its private portfolio positions. pitchbook.com) The founders of Two Sigma Investments are at loggerheads. vox.com)

Financial Advising 245

Financial Advising Startup Portfolio Media 245

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. (awealthofcommonsense.com) GMO loves deep value stocks. ft.com) FTX Bankruptcy courts were not built to unwind crypto messes like FTX.

Financial Advising 244

Financial Advising Startup Economy Media 244

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. newsletter.abnormalreturns.com) Mixed media Startup Cameo is a poster child for the venture capital cycle over the past few years.

Financial Advising 213

Financial Advising Startup Banking Media 213

Abnormal Returns

OCTOBER 1, 2022

garbageday.email) Business Barry Ritholtz talks with Steve Case about his career at AOL and investing in startups today. bogleheads.podbean.com) Peter Lazaroff talks with Sam Adams, co-founder of Vert Asset Management and co-author of "Your Essential Guide to Sustainable Investing."

Startup 246

Startup Economy Banking Assets 246

Abnormal Returns

MAY 12, 2023

open.spotify.com) Natasha Mascarenhas talks with Kristen Anderson, the co-founder and CEO of Catch about what it is like to shut down a startup. Salisbury, CIO of asset and wealth management at Goldman Sachs ($GS). open.spotify.com) Marcel van de Hoef talks with Joe Wiggins about how to thrive in asset management as an introvert.

Advertising 235

Advertising Startup Wealth Management Assets 235

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. Strategy Ten things to know about building a diversified portfolio. etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.

Financial Advising 253

Financial Advising Startup Economy Valuation 253

The Big Picture

AUGUST 15, 2022

The asset class has exploded in popularity over the past two decades — but that doesn’t mean it’s about to blow up, argues our columnist. ( Institutional Investor ). • The rise of the side startup : Remote workers are starting new businesses behind their bosses’ backs ( Vox ). • Economic Innovation Group ). •

Communication 298

Communication Startup Economics Management 298