The Big Picture

JANUARY 14, 2023

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. 1. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. She also served as a founding member of BlackRock’s iShares business, where she helped drive the development of the global ETF industry and iShares’ leadership role within it.

Engineering 263

Engineering Portfolio Financial Services Accounting 263

The Reformed Broker

JANUARY 14, 2023

Please enjoy the all new episode of The Compound and Friends this morning on YouTube of catch the audio version of the pod wherever you get your favorite shows. Big thanks to Callie for coming on and being awesome! The post The Mud Room appeared first on The Reformed Broker.

130

130

The Big Picture

JANUARY 14, 2023

The weekend is here! Pour yourself a mug of Volcanica coffee , grab a seat by the fire, and get ready for our longer-form weekend reads: • A Chicago Attorney Is Getting Justice For Hundreds Of Wrongfully Convicted People All At Once : Josh Tepfer has helped exonerate 288 people, many of whom were convicted based on patterns of misconduct by corrupt police or officials. ( Buzzfeed ). • The Great Forgetting: Earth is losing its memory : A stratum of amnesia in the geological record, where overlyi

Engineering 262

Engineering Distribution Food Media 262

Advisor Perspectives

JANUARY 14, 2023

One of the most lucrative money-making machines in the world of finance is all clogged up, threatening a year of pain for Wall Street banks and private-equity barons as a decade-long deal boom goes bust.

Banking 116

Banking 116

Advertisement

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Calculated Risk

JANUARY 14, 2023

At the Calculated Risk Real Estate Newsletter this week: • 3rd Look at Local Housing Markets in December • Current State of the Housing Market; Overview for mid-January • Lawler: Freddie Mac “National” Home Price Index Down Again in November; Rents Continued to Slide • Mortgage Rate Update • 2nd Look at Local Housing Markets in December This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Sales 99

Sales Marketing Marketing 99

The Irrelevant Investor

JANUARY 14, 2023

Articles They took deposits, they used the deposits to make loans, the loans went bad, the depositors panicked, they asked for their money back, the money wasn’t there. (By Matt Levine) What many people really want from money is the ability to stop thinking about money (By Morgan Housel) Workers have likely never had more bargaining power than they do right now.

90

90

Advisor Perspectives

JANUARY 14, 2023

Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.

102

102

Abnormal Returns

JANUARY 14, 2023

EVs The NTSB is warning about the weight of new EVs. (engadget.com) EVs change a number of things not just the powertrain including vehicle weight. (vox.com) Why EVs don't perform well in cold weather. (washingtonpost.com) E-bikes E-bikes provide a bigger bang for the buck than EVs. (axios.com) E-bikes are faster, therefore put riders at more risk. (cnbc.com) Transport Why did road deaths increase during the early stages of the pandemic?

Financial Advising 130

Financial Advising Transportation Engineering Food 130

Advisor Perspectives

JANUARY 14, 2023

The US tax filing season will begin Jan. 23 and run through through April 18 with, perhaps, less frustration for both taxpayers and the Internal Revenue Service than in recent years.

Taxes 59

Taxes 59

Advertisement

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Assets that don’t trade at all might sound tempting, but @jasonzweigwsj says beware of the pitfalls of private offerings [link] Don’t let the volatility of publicly traded assets scare you into buying opaque investments Jan 13, 2023 Why investing will grow more difficult in 2023 [link]

Math 59

Math Assets Government Engineering 59

Advisor Perspectives

JANUARY 14, 2023

A Nevada lithium mine that would be only the second in the US is getting backing from the Biden administration as it seeks to boost the domestic supply of the critical mineral needed to make electric vehicle batteries.

52

52

Calculated Risk

JANUARY 14, 2023

The key reports this week are December retail sales, housing starts and existing home sales. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. -- Monday, January 16th -- All US markets will be closed in observance of Martin Luther King Jr. Day -- Tuesday, January 17th -- 8:30 AM: The New York Fed Empire State manufacturing survey for January.

Retail 104

Retail Manufacturing Sales Food 104

Advisor Perspectives

JANUARY 14, 2023

The process by which advisors select a TAMP is the latest illustration of fiduciary failure, and the SEC has responded with ominous rulemaking that will have questionable value to our profession.

52

52

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Carson Wealth

JANUARY 14, 2023

Craig Lemoine, Ph.D., CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. But it requires processes, procedures and structures to ensure the client is always put first.

Financial Advisor 52

Financial Advisor Risk Tolerance Certified Financial Planner CFP 52

Advisor Perspectives

JANUARY 14, 2023

The inflation story took a turn for the better on Thursday when the government reported that the consumer price index fell 0.1% from a month earlier.

Government 52

Government 52

Advisor Perspectives

JANUARY 14, 2023

There may be a lot of bad stuff going on in the world of crypto right now, but Bitcoin true believers don’t seem to care.

52

52

Advisor Perspectives

JANUARY 14, 2023

This article explores how the addition of specific liquid alternative strategies produces an “All-Terrain” portfolio with the potential for improved long-term performance across a wider range of market environments.

Investing 45

Investing Investments Portfolio Marketing 45

Advertisement

Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Advisor Perspectives

JANUARY 14, 2023

The omnibus spending bill puts our retirement system on an even less sustainable basis.

Retirement 52

Retirement 52

Advisor Perspectives

JANUARY 14, 2023

Former Treasury Secretary Lawrence Summers said that the US economy is still facing a recession this year, despite encouraging news in recent weeks.

Economy 52

Economy 52