Abnormal Returns

APRIL 1, 2024

(morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. theverge.com) Generative AI search engine Perplexity is planning to start selling ads.

Assets 200

Assets Financial Advising Wealth Management Engineering 200

Abnormal Returns

APRIL 30, 2023

thebasispoint.com) First Republic ($FRC) has seen a wealth management staff exodus. financial-planning.com) ETFs Which ETFs earn the most revenue from securities lending? morningstar.com) What Morgan Stanley ($MS) has planned in the ETF space. vox.com) Economy PCE's measure of housing are still accelerating higher.

Financial Advising 208

Financial Advising Wealth Management Media Planning 208

Abnormal Returns

APRIL 24, 2023

investmentnews.com) Annuities are coming to a 401(k) plan near you. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. thinkadvisor.com) Why personal financial literacy is unique - everyone needs it.

Financial Advising 131

Financial Advising Consulting Education Financial Planning 131

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard).

Investing 52

Investing Investments Valuation Clients 52

AdvisorPR

OCTOBER 29, 2020

As seen in Family Wealth Report. The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector.

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

NOVEMBER 15, 2022

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. The advice part of being a financial adviser is the hard part. But it shouldn’t be your primary focus.

Management 273

Management Assets Portfolio Investing 273