The Big Picture

JULY 8, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Physics of Kaizen: Why Somebody Should Get Credit for Fixing Problems That Never Happened : Toyota’s culture of Kaizen: continuous improvement. It is an obvious statement: companies should be continually improving. Companies that are able to successfully adopt a culture and practice of Kaizen have the ability to establish a dominant position in their market. ( Taylor P

Retail 257

Retail Distribution Clients Management 257

The Reformed Broker

JULY 8, 2023

Thanks for checking out the latest episode of The Compound and Friends, now celebrating our 100th episode! Darren Rovell dropped in as our guest and he brought with him some of his prized collectibles, a business he takes as seriously as any investor in any asset class. Check these out: This is a ticket to get into the Cavern Club in Liverpool to see the Beatles perform their earliest gigs as the band in-residence. .

Assets 183

Assets 183

Abnormal Returns

JULY 8, 2023

Transport What will it take for the U.S. to take pedestrian safety seriously? (vox.com) Ambulances don't need to run 'hot' all the time. (statnews.com) Why more e-bike fires are going to happen. (theatlantic.com) Lithium Norway has found a huge stash of high-grade phosphate rock. (euractiv.com) Why automakers are making deals with miners. (nytimes.com) Energy U.S. incentives are stealing renewable projects from Europe.

Ethics 174

Ethics Pharmaceutical Financial Advising Media 174

The Big Picture

JULY 8, 2023

 This week, for our special 500th episode of Masters in Business, I speak with Jenny Johnson, president and chief executive officer of the Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 trillion globally.

Portfolio Management 161

Portfolio Management Management Distribution Portfolio 161

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Dear Mr. Market

JULY 8, 2023

Dear Mr. Market: It is with a sense of awe and intrigue that we find ourselves reflecting upon the first half of 2023. In the world of finance and investment, prognostications and predictions often hold sway, shaping the decisions of market participants. However, it seems that the experts and pundits who were convinced of an impending recession this year may have misjudged the situation.

Economics 111

Economics Economy Media Marketing 111

Indigo Marketing Agency

JULY 8, 2023

Summer is here, and if you’re a financial advisor, you’re probably dreaming of sandy beaches, picturesque sunsets, and sipping refreshing tropical beverages. But while you’re soaking up the sun, it’s crucial to ensure your marketing efforts don’t take a vacation. That’s where Indigo Marketing Agency comes in! Our Total Marketing Package is designed to provide you with seamless marketing support so you can enjoy your summer while your business continues to thri

Financial Advisor 69

Financial Advisor Marketing Marketing Distribution 69

Advisor Perspectives

JULY 8, 2023

BlackRock Inc. has a nearly perfect track record when it comes to filing for and launching exchange-traded funds, which is spurring hopes that its try for a Bitcoin ETF might also get regulatory approval after years of rejections.

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95

Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Invest For The Very Worst Of The Worst. I'm a sucker for this sort of article. Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

Asset Allocation 63

Asset Allocation Math Portfolio Assets 63

Trade Brains

JULY 8, 2023

Best Low PE Small Cap Stocks : Have you ever bargained for a price with the notion that this product is overcharged? Or felt happy when you get a good product at the minimum price? Most of you might say yes. Because in general, we try to find value for money in all products or services we buy or use. Similar is the case of buying stocks in the market.

Manufacturing 52

Manufacturing Government Engineering Financial Services 52

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

Calculated Risk

JULY 8, 2023

At the Calculated Risk Real Estate Newsletter this week: • Asking Rent Growth Flat Year-over-year • Early Look at Local Housing Markets in June • Housing Inventory and Demographics: The Next Big Shift This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market. You can subscribe at [link] Most content is available for free (and no Ads), but please subscribe!

Marketing 52

Marketing Marketing 52

Trade Brains

JULY 8, 2023

Utkarsh Small Finance Bank IPO Review : Utkarsh Small Finance Bank Limited is coming up with its Initial Public Offering. The IPO will open for subscription on July 12, 2023, and close on July 14, 2023. In this article, we will look at the Utkarsh Small Finance Bank IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Utkarsh Small Finance Bank IPO Review – About The Company After receiving approval from the RBI to establish an small finance bank (SFB), Utkarsh Cor

Banking 52

Banking Insurance Coverage Insurance Accounting 52

Calculated Risk

JULY 8, 2023

The key report this week is June CPI. -- Monday, July 10th -- No major economic releases scheduled. -- Tuesday, July 11th -- 6:00 AM ET: NFIB Small Business Optimism Index for June. 8:00 AM: Corelogic House Price index for May. -- Wednesday, July 12th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:30 AM: The Consumer Price Index for June from the BLS.

Economics 52

Economics Banking 52

Advisor Perspectives

JULY 8, 2023

Bond investors are bracing for fresh signs of strength in the US labor market on Friday after Treasuries tanked on fears the Federal Reserve will hike interest rates higher than previously assumed.

Marketing 52

Marketing Marketing 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

Advisor Perspectives

JULY 8, 2023

US Treasury Secretary Janet Yellen said competition between the world’s biggest economies is not a “winner-take-all” situation and called for both sides to manage their rivalry with a fair set of rules.

Economy 52

Economy Management 52

Advisor Perspectives

JULY 8, 2023

Amgen sells its products to healthcare providers, including physicians or their clinics, dialysis centers, hospitals, and pharmacies in over 100 countries but primarily in the US.

Healthcare 40

Healthcare 40

Advisor Perspectives

JULY 8, 2023

This week the VettaFi Voices discuss what lies ahead for the U.S. economy and U.S. markets. Consumer confidence ticked up significantly from 102.5 in May to 109.7 in June.

Economy 52

Economy Marketing Marketing 52