Abnormal Returns

JANUARY 20, 2023

variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad.

Investing 211

Investing Investments Startup Financial Advising 211

Abnormal Returns

JANUARY 18, 2023

(washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

APRIL 24, 2023

(investmentnews.com) Charles Schwab ($SCHW) is rapidly transitioning retail TDA accounts. riabiz.com) Practice management There is a difference between a referral and an introduction. thisisthetop.substack.com) Advisers How should advisers dress in the new economy?

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

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. Sort of like a financial think tank?

Management 268

Management Assets Portfolio Investing 268