Advisor Perspectives

APRIL 21, 2023

Resisting recency bias is the key to earning the premiums available from all risky assets, as this example illustrates.

Assets 134

Assets 134

Trade Brains

JULY 12, 2022

This was the complete case study of the evolution of EKI Energy Services and the reason for its humongous rise in share price. The post EKI Energy Services Case Study: What led to its explosive rise? Article 6 of the Paris agreement amplified the relevance of the voluntary carbon market and carbon trading. In closing.

Certification 52

Certification Consulting Government Clients 52

Wealth Management

APRIL 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

Strategic Planning 98

Strategic Planning Planning 98

Advisor Perspectives

FEBRUARY 15, 2023

Contrarian investing requires extra due diligence to identify traits that give investors confidence and conviction to invest in a company when everything and everyone is against it.

Investing 52

Investing Investments 52

Advisor Perspectives

JULY 9, 2023

The ARCS strategy is a currency management strategy that gives a diversified exposure to three factors: Carry, Value and Trend.

Management 52

Management 52

Nerd's Eye View

DECEMBER 1, 2023

Supreme Court heard arguments this week in the case of SEC v. Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S.

Financial Planner 186

Financial Planner Communication Estate Planning Wealth Management 186

Abnormal Returns

APRIL 24, 2023

manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media Lego has broken ground on its first U.S. manufacturing plant. nytimes.com)

Marketing 226

Marketing Marketing Financial Advising Startup 226

The Big Picture

SEPTEMBER 13, 2023

Birinyi’s study of bull markets identified four stages: Reluctance, Consolidation, Grudging Acceptance, and Exuberance. The bearish case is always more compelling, and more articulate, while the bullish argument is usually about the future and the unknown. Forecast environments, not events.

Media 212

Media Clients Investing Investments 212

Abnormal Returns

FEBRUARY 17, 2024

marketwatch.com) Heat pumps The case for heat pumps. bmj.com) Food Doing effective nutrition studies is challenging. washingtonpost.com) College Why universities should urge students to study overseas. (insidehook.com) Autos Higher income countries invest more in road safety. vox.com) Why autonomous vehicles are not here yet.

Food 208

Food Math Financial Advising Startup 208

Advisor Perspectives

DECEMBER 18, 2023

We analyze a case study for a wealthier couple with $5.5 million in investment assets and a larger retirement spending goal.

Taxes 98

Taxes Management Retirement Assets 98

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits. Mon, 09/12/2016 - 12:31. Nurturing Well-Being Through Sustainable Investing. Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others.

Investing 52

Investing Investments Portfolio Communication 52

Wealth Management

OCTOBER 5, 2023

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more.

Recruitment 102

Recruitment 102

The Big Picture

MAY 25, 2023

More powerful influencers sell better-quality products, but pluralism in style mitigates market concentration by effectively differentiating consumer experience. The Guardian ) • The Debt Ceiling Is Unconstitutional—but Not for the Reason You Think : Congress’s power to make contracts does not come with the power to renege on them.

Distribution 256

Distribution Media Government Economy 256

Advisor Perspectives

SEPTEMBER 6, 2023

We bring that to life with two case studies. The benefits of an income-centric approach are especially relevant for investors as they enter retirement – and that’s especially true today.

Retirement 98

Retirement Assets Clients 98

The Big Picture

AUGUST 30, 2023

I mention this in case you missed this Morningstar report “ Mind the Gap: A report on investor returns in the U.S. 2 Different studies blame different sources for the lag; Morningstar points to poor timing; Vanguard suggests it is a lack of professional planning; Carl Richards says it is all behavior. Jeffrey Ptak, Amy C.

Assets 243

Assets Investing Investments Taxes 243

The Big Picture

DECEMBER 8, 2022

How Web Platforms Collapse : The Facebook Case Study: ( The Honest Broker ). • A new study found it could both shatter shins and woo potential mates. ( Wall Street Journal ). • If There Is a ‘Male Malaise’ With Work, Could One Answer Be at Sea? New York Times ). All of that is in peril. New York Times ). • New York Times ). •

Transportation 266

Transportation Retail Portfolio Assets 266

Nerd's Eye View

APRIL 10, 2024

However, Edward McQuarrie, author of the 2023 study "Stocks for the Long Run? In fact, they can even magnify risk, as was the case for the 7 decades between 1926–1999, when the stock-bond correlation was a positive 0.18. Finally, over time, regime changes have also lowered the overall risk of equity investing.

Asset Allocation 231

Asset Allocation Wealth Accumulation Assets Portfolio 231

Abnormal Returns

JANUARY 27, 2024

npr.org) A new study found no cases of cervical cancer in young women who were fully vaccinated for HPV, at age 12 or 13. (econofact.org) Why exercise is so fraught for those with long Covid. theatlantic.com) Vaccines Malaria vaccines seem to reduce all causes of death, not just malaria.

Insurance 233

Insurance Financial Advising Commission Food 233

Wealth Management

MARCH 2, 2023

The 2022 Advisor Transition Report features the latest full year data on financial advisor movement, transition deals and transition case studies.

Financial Advisor 83

Financial Advisor 83

Nerd's Eye View

FEBRUARY 27, 2023

A forthcoming study by Jeff Camarda et al. But a closer look at the data used in the study reveals issues with the authors’ conclusions. Which highlights a key issue in misconduct-related research, which is that researchers’ conclusions are only as trustworthy as the data that goes into the study. Read More.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

A forthcoming study by Jeff Camarda et al. But a closer look at the data used in the study reveals issues with the authors’ conclusions. Which highlights a key issue in misconduct-related research, which is that researchers’ conclusions are only as trustworthy as the data that goes into the study. Read More.

CFP 130

CFP Financial Advisor Ethics Certification 130

NAIFA Advisor Today

JANUARY 18, 2024

The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

Insurance 52

Insurance 52

Abnormal Returns

AUGUST 15, 2022

riabiz.com) DFA is a case study in being slow to recognize industry shifts. (kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. riabiz.com) Niches Niche advisers tend to earn more revenue.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Abnormal Returns

AUGUST 9, 2022

etf.com) DFA is a case study in being slow to recognized industry shifts. (behaviouralinvestment.com) Companies AMC ($AMC) keep playing to the retail crowd. hollywoodreporter.com) Signs that the CHIPS Act is already working. bloomberg.com) ETFs Fees matter, a lot, when it comes to ETF flows.

Financial Advising 130

Financial Advising Retail Media Economy 130

Wealth Management

AUGUST 3, 2022

The court overturned a decision involving a FINRA arbitration ruling in favor of Wells Fargo, several months after the regulator commissioned a study to examine the case.

Commission 87

Commission 87

NAIFA Advisor Today

JANUARY 9, 2024

The presentation will include a discussion of incorporating home equity into a retirement income strategy, with case study examples and planning scenarios for long-term care and life insurance.

Financial Planning 52

Financial Planning Planning Financial Services Insurance 52

The Big Picture

MARCH 20, 2023

From Manifest Destiny to Big Tech, Silicon Valley Bank is a case study in the how the West was spun. Wall Street Journal ) see also Why Job Reshoring Is Merely a Trickle : U.S. manufacturing can’t compete on cost, but it has a leg up in some areas. Chief Investment Officer ) • Go West, young banker!

Banking 275

Banking Retail Manufacturing Management 275

MarketWatch

FEBRUARY 17, 2023

COVID cases continues to fall and stood at 37,775 on Thursday, according to a New York Times tracker. The global tally of confirmed cases of COVID-19 topped 673.7 leads the world with 103 million cases and 1,117,113 fatalities Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Marketing 98

Marketing Marketing 98

The Big Picture

JUNE 29, 2023

The same scientists who initially found a lab leak scenario plausible — Kristian Anderson and Michael Worobey — reached the opposite conclusion after they studied the virus.” My thoughts on that study (which I have not yet read) and the MSNBC piece (which I skimmed): “ Hmmm, seems to make sense. But that’s just the base case.

Investing 309

Investing Investments Manufacturing Accounting 309

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Satyam Scam Case Study: What was behind the Curtains? Satyam Scam Case Study: How Raju was able to get away with the Scandal?

Banking 131

Banking Accounting Ethics Sales 131

Random Roger's Retirement Planning

APRIL 26, 2024

These sectors tend to have lower volatility than the broad market, higher yields and are kinda sorta counter cyclical in terms of (hopefully) having defensive attributes to help soften the blow as was the case in 2022. In the period studied it outperformed in 13 out of the 16 years sampled.

Marketing 74

Marketing Marketing Portfolio Taxes 74

The Big Picture

JUNE 17, 2023

But when he took the drug MDMA in a scientific study, it would radically change his extremist beliefs – to the surprise of everyone involved. Rachel Nuwer investigates what happened. ( NOEMA ) see also Every self-help book ever, boiled down to 11 simple rules : The basic advice in hundreds of bestsellers is older than you think.

Medicine 257

Medicine Communication Marketing Marketing 257

oXYGen Financial

JULY 10, 2022

A recent study found that 57% of young people dread the thought of budgeting. Yet, this does not have to be the case. ![CDATA[ Budgeting can be a damning task for some adults, especially young adults. These tips can help reduce the stress of budgeting and help. ]]

Budgeting 96

Budgeting 96

International College of Financial Planning

JULY 10, 2023

It requires dedicated preparation, comprehensive knowledge, and effective study strategies. The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Each multiple-choice question offers four answer choices.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Nerd's Eye View

SEPTEMBER 2, 2022

Combined with the private arbitration cases that have been filed related to Reg BI, such enforcement in the years ahead would demonstrate the consequences of running afoul of Reg BI for broker-dealers and their representatives.

Financial Planner 188

Financial Planner Strategic Planning Retirement Planning Retirement 188

The Big Picture

JULY 26, 2023

Surprisingly, it came not from any academic study ,” CFR observes , “ but rather from an offhand comment during a television interview.” Laurence Ball, Professor of Economics at Johns Hopkins and Research Associate at the National Bureau Of Economic Research, made the case in 2013 that 4% was a more rational target.

Economy 246

Economy Economics Numbers Banking 246