Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

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Investing Investments Assets Clients 98

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 227

Communication Planning Financial Planning Fee Only 227

Wealth Management

DECEMBER 9, 2022

Brad McMillan, managing principal and chief investment officer of Commonwealth Financial Network, explains the importance of strong communication during challenging markets.

Communication 101

Communication Management Investing Investments 101

Indigo Marketing Agency

MARCH 14, 2023

In the case of the Silicon Valley Bank failure, it can be particularly alarming for those invested in the technology sector. As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being.

Communication 98

Communication Banking Clients Financial Advisor 98

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Financial Planner 213

Financial Planner Commission Financial Advisor Communication 213

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. Tue, 09/06/2022 - 10:17.

Government 98

Government Investing Investments Portfolio 98

Validea

OCTOBER 25, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500.

Investing 72

Investing Investments Communication Assets 72

Don Connelly & Associates

APRIL 8, 2024

If it's like the last couple of elections, financial advisors are sure to see some clients wringing their hands over which candidate will win the White House and how that will impact the financial markets and their investments. The post Should FAs Allow Clients’ Political Opinions to Influence Their Investment Decisions?

Clients 52

Clients Investing Investments Financial Advisor 52

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Communication 130

Communication Clients Financial Advisor Financial Planning 130

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. abnormalreturns.com) Adviser links: communication skills. awealthofcommonsense.com) The best investors are running their own race. klementoninvesting.substack.com) Walmart Walmart ($WMT) is launching a new in-house brand, 'bettergoods.' abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 253

Financial Advising Communication Media Economy 253

Abnormal Returns

FEBRUARY 22, 2024

wired.com) A Q&A with Margot Susca author of "Hedged: How Private Investment Funds Helped Destroy American Newspapers and Undermine Democracy." thehustle.co) Investing The case for venture capital. aeon.co) Communication A changing climate requires skilled communicators to explain what is going on.

Communication 200

Communication Investing Investments 200

Wealth Management

SEPTEMBER 29, 2023

The firms, ranging from broker/dealers and dual registrants to affiliated investment advisors, include Interactive Brokers, Nuveen Securities and Baird, among others, and are similar to 2022 charges against Wall Street firms resulting in $1.1 billion in collective penalties.

Communication 129

Communication Investment Advisor Investing Investments 129

MarketWatch

JUNE 5, 2023

APO announced an agreement to invest $2 billion in preferred stock of AT&T subsidiary AT&T Mobility II LLC. Apollo expects to complete the investment in June 2023. over the past three months through Friday, while the Communication Services Select Sector SPDR exchange-traded fund XLC has rallied 15.3% T rose 0.4%

Investing 75

Investing Investments Communication Planning 75

Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. techniques in their investing process. I wanted to get their perspectives on ChatGPT and its implications for investing and beyond.

Investing 103

Investing Investments Communication Education 103

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. biopharmadive.com) Strategy What happens when you invest right before a bear market? msn.com) Fund management Warren Buffett could have continued running investment partnerships with high fees, but he didn't. market in 2024.

Advertising 250

Advertising Financial Advising Communication Economy 250

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. investmentnews.com) Advisers Why private equity hasn't tired of investing in wealth management firms yet. financial-planning.com) Why diversity is an advantage for wealth management firms.

Wealth Management 195

Wealth Management Retirement Communication Investment Planning 195

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Financial Planner 215

Financial Planner Communication Insurance Advertising 215

International College of Financial Planning

JUNE 14, 2023

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. Investment advice can be delivered online or offline channels.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 216

Financial Planner Communication Electronics Retirement 216

Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” Pursue diversity for better investment results!

Asset Allocation 104

Asset Allocation Communication Clients Assets 104

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Once you understand the difference between investments and assets, you can formulate a customised strategy and meet your short-term and long-term financial goals effectively. What is investment management? What is asset management?

Management 52

Management Assets Investing Investments 52

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Financial Planner 236

Financial Planner CFP Certification Communication 236

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Trade Brains

FEBRUARY 6, 2023

How to Start Investing : Hello, folks! Maybe you wanted to know how to start investing in 2023. Maybe you wanted to know how to start investing in 2023. Investing is a very broad topic, and today we will give you an eagle’s view on how to start investing in 2023, focusing on stocks.

Investing 52

Investing Investments Management Banking 52

Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” A retirement investment portfolio is like owning an apartment building. I find that stories and analogies are much more useful in explaining concepts. Constructing buildings and portfolios.

Retirement 84

Retirement Clients Investing Investments 84

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 219

Communication Portfolio Management Clients Tax Planning 219

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

FEBRUARY 11, 2023

This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. There is (if possible) too much communication and too much communication from the Federal Reserve.

Communication 180

Communication Banking Investing Investments 180

Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio.

Portfolio 52

Portfolio Investing Investments Government 52

Abnormal Returns

DECEMBER 8, 2023

(infiniteloopspodcast.com) Matt Reustle talks Charter Communications ($CHTR) with Tony Coniaris and John Sitarz of Oakmark Funds. open.spotify.com) Ted Seides talks with Nicolai Tangen who is the CEO of Norges Bank Investment Management. conversationswithtyler.com) Brian Koppelman talks with the Rick Rubin.

Advertising 206

Advertising Communication Economy Banking 206

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? As a financial advisor, you know that market declines are a normal part of investing. But what’s the best way to communicate about the recent market events? Why You Should Communicate During Volatility.

Communication 52

Communication Clients Marketing Marketing 52

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. A qualified barrister in the UK, she has worked in the investment industry since 1994.

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Compliance Communication Government Banking 304