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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

Nerd's Eye View

David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.

Planning 163
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Adviser links: success rates

Abnormal Returns

(morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) Custodians Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%.

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HCL Tech vs Tata Consultancy Services: Which IT stock to buy after Q1 results?

Trade Brains

The brokerage sees HCL’s superior growth outlook, healthy free cash flow, and higher payouts as key drivers for valuation re-rating versus peers like TCS and Infosys. Tata Consultancy Services With a market capitalization of Rs 11,74,413 Crores, the share price of TCS rose over 1% on Tuesday to hit an intraday high of Rs 3259.80

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The Power of the Midyear Gut Check

Wealth Management

Louis Diamond , CEO, Diamond Consultants June 10, 2025 4 Min Read As summer approaches, it’s easy to drift into vacation mode. It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. And the best part? With that, enjoy the summer!

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Thursday links: analysts and accountants

Abnormal Returns

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

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MiB: Robert Koenigsberger, Gramercy Funds Management

The Big Picture

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

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Stocks that are currently trading in the oversold zone with RSI less than 30

Trade Brains

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Investing in equities poses a risk of financial losses.

Banking 98