Abnormal Returns

JANUARY 8, 2024

(riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college. investmentnews.com) Retirement How should advisers model the future for Social Security benefits?

Financial Advising 274

Financial Advising Retirement Consulting Banking 274

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here. Then check out our weekly e-mail newsletter.

Financial Advising 312

Financial Advising Valuation Retail Media 312

Abnormal Returns

DECEMBER 21, 2023

finance.yahoo.com) Banks are clawing to hold onto a chunk of the leveraged lending market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. (morningstar.com) What do you get when you combine momentum and quality?

Financial Advising 284

Financial Advising Media Economy Banking 284

Abnormal Returns

MAY 5, 2023

nytimes.com) Banking How the banking crisis is affecting fintech startups. semafor.com) Regional banks have long term profitability issues but customers aren't panicking. ft.com) It's hard to see how we don't have fewer, bigger banks in the future. (bloomberg.com) How Layoffs.fyi spawned a new business.

Financial Advising 240

Financial Advising Startup Media Banking 240

Abnormal Returns

APRIL 24, 2024

Banking The number of bank branches in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? peaked in 2012. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. bloomberg.com) ETFs Where active ETFs are growing fastest.

Financial Advising 270

Financial Advising Manufacturing Media Economy 270

Abnormal Returns

MARCH 17, 2023

Finance Why First Republic Bank ($FRC) isn't bouncing. semafor.com) Money moves so quickly making it hard to combat a bank run. mrzepczynski.blogspot.com) The Fed is a bad bank regulator. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? nytimes.com) Fidelity Crypto is now live.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

OCTOBER 9, 2023

humbledollar.com) Finance Private credit is the new bank. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (blog.validea.com) Five common mistakes investors make. blogs.cfainstitute.org) When aiming down the middle makes sense. abnormalreturns.com) What you missed in our Sunday linkest.

Financial Advising 281

Financial Advising Media Economics Banking 281

Abnormal Returns

APRIL 19, 2023

nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? oaktreecapital.com) Startup Tellus is not a bank. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

License 283

License Financial Advising Economy Economics 283

Abnormal Returns

JULY 14, 2024

investmentecosystem.com) Finance Bank OZK ($OZK) is uniquely exposed to the South Florida real estate market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio.

Financial Advising 259

Financial Advising Economics Media Government 259

Abnormal Returns

MARCH 10, 2023

creativeplanning.com) Silicon Valley Bank Regulators have shuttered Silicon Valley Bank. cnbc.com) How Silicon Valley Bank reached insolvency. netinterest.co) Silicon Valley Bank didn't have a Chief Risk Officer for most of 2022. nongaap.substack.com) How rising interest rates have hurt bank balance sheets.

Financial Advising 245

Financial Advising Banking Economy Media 245

Abnormal Returns

SEPTEMBER 7, 2023

ft.com) CRE How much commercial real estate exposure do regional banks really have? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (advisorperspectives.com) Finance Blackstone ($BX) was early on the AI trend. bloomberg.com) Salt Lake City is booming.

Financial Advising 283

Financial Advising Valuation Economy Insurance 283

Abnormal Returns

AUGUST 9, 2024

marketwatch.com) Joe Weisenthal and Tracy Alloway talks with Goldman Sachs Chief Information Officer, Marco Argenti about how the bank uses AI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Add Lumen Technologies ($LUMN) to the AI frenzy.

Financial Advising 274

Financial Advising Media Government Banking 274

Abnormal Returns

AUGUST 30, 2023

(humbledollar.com) Comparing ChatGPT against a human financial adviser. wsj.com) AI could enable bank fraud via voice replication. fortune.com) Personal finance The Baby Boomers experienced an unprecedented sequence of returns. awealthofcommonsense.com) Some Americans are dropping their home insurance due to higher premiums.

Financial Advising 260

Financial Advising Retirement Insurance Banking 260

Abnormal Returns

MAY 1, 2023

blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

MARCH 14, 2023

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. ft.com) Social media will change any future financial crisis. ft.com) SVB failed in its communication strategy.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

DECEMBER 6, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? time.com) The 2023 Investopedia list of the financial terms of the year, including 'bank failures.' Then check out our weekly e-mail newsletter.

Financial Advising 273

Financial Advising Media Banking Management 273

Abnormal Returns

APRIL 21, 2023

(awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? wsj.com) Finance Should Charles Schwab ($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

DECEMBER 26, 2023

humbledollar.com) Finance Bank of America ($BAC) has turned around its trading division. abnormalreturns.com) Adviser links: forces you cannot control. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. I have no clue."

Marketing 261

Marketing Marketing Financial Advising Economy 261

Abnormal Returns

NOVEMBER 25, 2022

on.ft.com) Why does Alameda Research own a stake in Farmington State Bank? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto? economist.com) Why did so many people have a blind spot for FTX?

Financial Advising 261

Financial Advising Retail Economy Media 261

Abnormal Returns

MARCH 15, 2023

huddleup.substack.com) Silicon Valley Bank How Silicon Valley Bank took its eye off the risk management ball. wsj.com) Banking has risks that other industries simply don't. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Research links: reducing noise.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

Abnormal Returns

MARCH 21, 2024

capitalspectator.com) 300 years of central bank rates. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Economy Weekly initial unemployment claims are still at historically low levels. calculatedriskblog.com) The market still expects cuts in June and July.

Financial Advising 283

Financial Advising Commission Media Economy 283

Abnormal Returns

AUGUST 14, 2023

axios.com) Small banks are less exposed to commercial real estate loans than commonly thought. econbrowser.com) Earlier on Abnormal Returns Adviser links: financial compassion. 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 245

Financial Advising Media Economy Banking 245

Abnormal Returns

OCTOBER 24, 2024

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. barrons.com) By this measure, corporations are in good financial shape. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 282

Investing Investments Startup Financial Advising 282

Abnormal Returns

MAY 29, 2023

(riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. financial-planning.com) JP Morgan Chase ($JPM) is dipping its toe in the AI waters with 'IndexGPT.' cnbc.com) The biz Advisers were leaving banks even before the recent turmoil. ft.com) Goldman Sachs Advisor Solutions is on a bit of a roll.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

MARCH 23, 2023

theblock.co) Finance The current banking crisis can be traced back to the pandemic. theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. cnbc.com) The banking crisis highlights the importance of good, clear communication. wsj.com) JP Morgan Chase ($JPM) is buying startup analytics platform Aumni.

Financial Advising 237

Financial Advising Startup Banking Communication 237

Abnormal Returns

AUGUST 1, 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? (axios.com) How Avantis became one of the fastest growing ETF providers. abnormalreturns.com) What you missed in our Wednesday linkfest.

Financial Advising 271

Financial Advising Media Manufacturing Economy 271

Abnormal Returns

APRIL 24, 2023

advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. ft.com) Don't discount Apple's ($AAPL) push into financial services. vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. (awealthofcommonsense.com) Just knowing that stocks go through cycles matters.

Marketing 261

Marketing Marketing Financial Advising Startup 261

Abnormal Returns

NOVEMBER 22, 2023

theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? om.co) The OpenAI fiasco highlights the importance of corporate governance. ft.com) Do you really want your target-date fund investing direct real estate?

Financial Advising 261

Financial Advising Startup Media Economy 261

Abnormal Returns

OCTOBER 25, 2023

finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Portfolio 273

Portfolio Financial Advising Economy Media 273

Abnormal Returns

APRIL 2, 2023

thereformedbroker.com) Banks Why SVB was able to skate stricter bank regulation. nytimes.com) Regional banks are a linchpin for the economy. nytimes.com) Why banks resist mark-to-market accounting rules. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 240

Financial Advising Banking Economy Insurance 240

Abnormal Returns

APRIL 18, 2024

news.crunchbase.com) Finance Americans are moving their cash, putting pressure on the big banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fastcompany.com) Startups Great companies create markets, not the other way around. tomtunguz.com) How to best use SAFE notes.

Asset Allocation 284

Asset Allocation Financial Advising Startup Assets 284

Abnormal Returns

DECEMBER 19, 2023

ft.com) UBS wants to rebuild its investment banking in the U.S. abnormalreturns.com) Adviser links: providing real advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.

Financial Advising 283

Financial Advising Startup Media Economy 283

Abnormal Returns

JANUARY 4, 2024

banking system is safer, but less innovative. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) How Costco ($COST) succeeds by focusing on customers and employees. kingswell.io) Take note when companies push 'alternative metrics.' ft.com) The U.S.

Financial Advising 259

Financial Advising Media Economy Banking 259

Abnormal Returns

FEBRUARY 29, 2024

investmentnews.com) Finance Banks are now lending to private credit funds. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theblock.co) A skeptical take on crypto, and factors. ft.com) Brokers WeBull is going public via a SPAC deal. Then check out our weekly e-mail newsletter.

Financial Advising 270

Financial Advising Media Economy Banking 270

Abnormal Returns

DECEMBER 29, 2022

bloomberg.com) Bonuses are on the chopping block at the big banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Creator financing is going mainstream. theinformation.com) Finance Goldman Sachs ($GS) is set to slash jobs in January.

Financial Advising 270

Financial Advising Startup Food Media 270

Abnormal Returns

AUGUST 31, 2023

morningstar.com) Banks How is the integration of First Republic going for JP Morgan Chase ($JPM)? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' Then check out our weekly e-mail newsletter.

Financial Advising 261

Financial Advising Media Economy Banking 261