Abnormal Returns

AUGUST 7, 2023

Podcasts Daniel Crosby talks adviser self-care with Neil Bage who is the co-Founder of Shaping Wealth. standarddeviationspod.com) Brendan Frazier talks with Justin Castelli about helping clients better align money and purpose. investmentnews.com) Advisers Why financial advisers should stay proactive in the summer.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Abnormal Returns

DECEMBER 26, 2022

Annamaria Lusardi about the importance of financial literacy. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. squarespace.com) CI Financial ($CIXX) is moving forward with an IPO of its U.S. (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof.

Risk Tolerance 198

Risk Tolerance Financial Planner Financial Advising Compliance 198

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52