Abnormal Returns

APRIL 25, 2024

(semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

Accounting 251

Accounting Consulting Financial Advising Valuation 251

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Common degrees used in financial planning include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

NOVEMBER 9, 2022

variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (forbes.com) Companies The rising price of cyber insurance is causing some companies to opt out. wsj.com) Meta ($META) is laying off some 11,000 employees.

Investing 218

Investing Investments Financial Advising Advertising 218

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth? Nobody really knows.

Financial Advising 264

Financial Advising Valuation Retail Media 264

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' abnormalreturns.com) Adviser links: diverse talent.

Financial Advising 220

Financial Advising Startup Retail Media 220

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Research links: the downsides of diversification.

Financial Advising 223

Financial Advising Startup Media Economy 223

Talon Wealth

SEPTEMBER 14, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Is there an ideal level of inflation?

Financial Advising 206

Financial Advising Media Economy Economics 206

Abnormal Returns

DECEMBER 11, 2023

The Future of Family Wealth Advising." wiredplanning.com) Thomas Kopelman talks planning for liquidity events with Mark Cecchini. citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors.

Financial Planner 144

Financial Planner Financial Advising Financial Planning Budgeting 144

Abnormal Returns

JANUARY 11, 2024

blockworks.co) It seems appropriate that 'This is Not Investment Advice' is available on the day the spot Bitcoin ETFs went live. abnormalreturns.com) Personal finance links: investment politicians. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? davidepstein.substack.com)

Financial Advising 157

Financial Advising Media Taxes Economy 157

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. Then check out our weekly adviser-focused newsletter.

Financial Advising 218

Financial Advising Startup Media Government 218

Abnormal Returns

DECEMBER 4, 2023

(theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen. kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). thereformedbroker.com) How financial advisers can publish their own book.

Wealth Management 190

Wealth Management Financial Advice Financial Advising Communication 190

Abnormal Returns

AUGUST 8, 2023

Strategy Don't make your investments based on who is in the White House. morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. abnormalreturns.com) Adviser links: next generation investors. retirementresearcher.com) When do dividend-focused strategies outperform?

Financial Advising 202

Financial Advising Media Insurance Economy 202

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. wsj.com) The investment business is filled with spins on the classics. bloomberg.com) Earlier on Abnormal Returns Adviser links: exciting financial plans. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 144

Financial Advising Media Economy Financial Planning 144

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. riaintel.com) Advisers are there to dispel the risks of the 'crisis du jour.'

Financial Advising 185

Financial Advising Financial Planning Media Retirement 185

Abnormal Returns

AUGUST 4, 2023

whitecoatinvestor.com) A Q&A with William Bernstein author of "The Four Pillars of Investing." wsj.com) Don't confuse collectibles with investments. abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Economics 202

Economics Financial Advising Healthcare Economy 202

Abnormal Returns

MAY 22, 2023

(thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. riabiz.com) Why Bain Capital invested in CI Private Wealth.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

APRIL 17, 2023

(wiredplanning.com) Frazer Rice on what it takes to successfully fund and plan a career pivot. podcasts.apple.com) The biz Why Dynasty Financial Partners and MarketCounsel are investing more in compliance software provider SmartRIA. citywire.com) Mariner Wealth has ambitious expansion plans. crr.bc.edu)

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. riaintel.com) The case for pre-hiring in anticipation of growth.

Risk Tolerance 179

Risk Tolerance Financial Planner Financial Advising Compliance 179

Abnormal Returns

OCTOBER 5, 2023

investmenttalk.co) The only reaction to an investment mistake is to admit it. klementoninvesting.substack.com) Why investment moats matter. wsj.com) You can dis-invest from China but you are still not free of its influence. abnormalreturns.com) Personal finance links: a bad plan.

Financial Advising 144

Financial Advising Media Economy Sales 144

Abnormal Returns

APRIL 5, 2023

rationalreminder.libsyn.com) Investing The stock market is in a drawdown more often than not. whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? thomaskopelman.com) Is an AI going to be your future financial adviser?

Ethics 183

Ethics Financial Planner Financial Advising Financial Planning 183

Abnormal Returns

FEBRUARY 23, 2023

wsj.com) Why you are unlikely to profit off the next big thematic investment theme. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here!

Financial Advising 202

Financial Advising Media Retirement Economy 202

Talon Wealth

OCTOBER 26, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Abnormal Returns

JULY 17, 2023

ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." thestreamable.com) ARK Invest ARK Innovation ETF ($ARKK) AUM is down two thirds from the peak. bloomberg.com) BlackRock ($BLK) plans to give shareholders in the iShares Core S&P 500 ETF ($IVV) a chance to vote proxies.

Financial Advising 203

Financial Advising Media Economics Investing 203

Abnormal Returns

OCTOBER 27, 2023

(awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Media 225

Media Financial Advising Economy Numbers 225

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 220

Financial Advising Insurance Economy Retail 220

Abnormal Returns

DECEMBER 12, 2022

(investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. riaintel.com) Older Americans are planning to stay in the homes.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Abnormal Returns

FEBRUARY 9, 2023

youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. axios.com) Funds Vanguard is planning to push farther into direct indexing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 212

Financial Advising Startup Communication Economy 212

Abnormal Returns

AUGUST 1, 2023

herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Adviser links: optimizing the wrong thing. Then check out our weekly e-mail newsletter.

Financial Advising 206

Financial Advising Retail Media Economy 206

Abnormal Returns

MAY 21, 2023

bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 182

Financial Advising Startup Taxes Financial Services 182

Abnormal Returns

MARCH 27, 2023

bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. youtube.com) Practice management What advisers need to do to prepare for the transition from TDA to Schwab. (fa-mag.com) riabiz.com) SVB advisers are in limbo for now.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Abnormal Returns

FEBRUARY 13, 2023

Strategy Jumping from investment strategy to strategy is a recipe for disaster. marknewfield.substack.com) Good investment strategy is timeless. washingtonpost.com) Companies Businesses are not planning to slow their tech spending any time soon. wsj.com) Apple ($AAPL) has been slow rolling out new financial services.

Financial Advising 130

Financial Advising Financial Services Economy Media 130

Abnormal Returns

OCTOBER 31, 2022

awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." wsj.com) Poland is planning to build nuclear power plants. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 215

Financial Advising Media Valuation Retail 215

Abnormal Returns

JANUARY 11, 2023

economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. stayathomemacro.substack.com) Earlier on Abnormal Returns Personal finance links: finding a new plan.

Financial Advising 191

Financial Advising Startup Economy Media 191

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. bloomberg.com) NEA is becoming a registered investment advisor. on.ft.com) How Morgan Stanley ($MS) plans to attack the ETF market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 196

Startup Financial Advising Investment Advisor Insurance 196

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize. This notion couldn’t be further from the truth.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. wiredplanning.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the changing landscape for financial advisors.

Asset Allocation 144

Asset Allocation Financial Planner Recruitment Financial Advising 144