article thumbnail

Morgan Stanley Is Seeking to Capture More Private-Market Wealth

Wealth Management

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated in a private company.

article thumbnail

Monday links: the right balance

Abnormal Returns

sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. economist.com) Earlier on Abnormal Returns Adviser links: serving Boomers. (cnbc.com) But don't expect a ton of liquidity.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Sherman Show: Clients, Advisers, Markets & Portfolios

The Big Picture

At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.

Portfolio 292
article thumbnail

Sunday links: controlling your vote

Abnormal Returns

Markets Jeff Somer, "Hedging and prediction markets are certainly worth knowing about, but for financial well-being, I believe that straightforward strategies are superior for most of us — as long as the great U.S. tker.co) The problem with broad emerging market indices. experiment endures."

article thumbnail

What to Know About Buying Bonds in a Rocky Market

Wealth Management

Recent volatility has everyday investors looking to credit markets for the first time in years — or in some cases ever. Financial advisers have a few concerns.

article thumbnail

How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

article thumbnail

Sunday links: a market conundrum

Abnormal Returns

thebasispoint.com) Why you can't just talk about 'bonds' as a single market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates The yield curve inversion is over. mrzepczynski.blogspot.com) Mortgage rates have come down in anticipation of a Fed rate cut.

Marketing 273