Tue.Mar 29, 2022

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Board members talk about risk

Norman Marks

Two recent pieces share the thoughts of board members and advisors. McKinsey had a podcast and published an edited transcript in The role of the board in preparing for extraordinary risk. It makes the point that “Risks that threaten a company’s existence require unique interventions from the board”. A senior McKinsey advisor, Celia Huber, reported: […].

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The Big Bounce

The Irrelevant Investor

Like most people, I'm fearful when others are fearful. I'll be the first to admit that ten days ago I was pretty nervous about the stock market. Still am. Did I think we would get a bounce? Yes. On March 12th I wrote about how nobody was bullish, myself included. Allow me to quote.myself. I said, "A lack of bulls doesn’t promise anything, but good things usually happen when nobody thinks they can.

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What Are The Other Roles Of Financial Advisor?

The Financial Literates

Financial advisors have always played a crucial role in the development of the financial industry.

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Animal Spirits: Tighten Until Something Breaks

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts Enter here for the first 100 submissions to get a FREE YCharts Professional account until April 30th. On today’s show we discuss: The most actively traded ETF Stocks as an inflation hedge is the new narrative Recession v. non-recession insights Consumer wealth via Sam Ro Bonds are getting killed 37.9% of the adult US population has a bachelor's degree or higher When the optimists are too pessimistic A record number of US homebuyers are look

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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What Are The Other Roles Of Financial Advisor?

The Financial Literates

Financial advisors have always played a crucial role in the development of the financial industry. Historically, we have seen individual advisors selling mutual fund units of Unit Trust of India, insurance policies of Life Insurance Corporation, bank and post office fixed deposits, NSC, PPF, public issue of shares of the company either directly or as […].