This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Morgan Stanley will label a couple hundred of its 15,000 financialadvisers 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.
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.
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 FinancialAdvisers, Clients, Market Outlooks and Building Portfolios.
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."
Recent volatility has everyday investors looking to credit markets for the first time in years — or in some cases ever. Financialadvisers have a few concerns.
Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment advisermarketing 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.
thebasispoint.com) Why you can't just talk about 'bonds' as a single market. abnormalreturns.com) Are you a financialadviser 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.
Markets The Fed's balance sheet continues to shrink. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: the market canopy. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? sherwood.news) Money is flowing into the iShares 20+ Year Treasury Bond ETF ($TLT).
Markets Nick Maggiulli, "What will cause the next market decline? ofdollarsanddata.com) It's not news that the stock market goes up most years. news.crunchbase.com) Global Is China's stock market finally cheap enough for another look? abnormalreturns.com) Adviser links: forces you cannot control. I have no clue."
(advisorperspectives.com) How one adviser focused on nurses as a niche. wealthmanagement.com) Some financialadvisers are pushing the limits on marketing with their 'media' appearances. wsj.com) Advisers The pros and cons of operating a remote wealth management firm. kitces.com)
collabfund.com) Markets have to clear. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (capitalspectator.com) Hedge funds are overexposed to momentum. ft.com) Strategy Catalysts matter. Good luck identifying them. behaviouralinvestment.com) How to think about debt.
Markets There is now a one-day version of the VIX. allstarcharts.com) Strategy What happens after a big down year in the stock market? vox.com) Earlier on Abnormal Returns Adviser links: vulnerable later in life. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
humbledollar.com) What happens when you stop focusing on the stock market. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Strategy Stop obsessing about the Fed's next move. tker.co) Why the vast majority of investors should avoid alternatives.
abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (bloom berg.com) Earlier on Abnormal Returns Longform links: no room for error. abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: an essential skill.
Markets Have we entered a new era for interest rates? Markets are paying attention. capital markets have devolved over time. ft.com) Finance Why PE managers are tapping non-traditional sources of capital, like financialadvisers. bonddad.blogspot.com) Why yield curve disinversions matter.
abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: retirement preparedness. Then check out our weekly e-mail newsletter.
(newscientist.com) Earlier on Abnormal Returns Adviser links: gaining trust. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.
(morningstar.com) A list of the most popular podcasts for financialadvisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. investmentnews.com) Startup Arch wants to build a better private capital markets workflow. riabiz.com) MSCI ($MSCI) is buying Fabric Risk. kitces.com)
Markets The equity risk premium has fallen. money market mutual funds now have more than $7 trillion in assets. bloomberg.com) Prediction markets How big can prediction markets get? marketwatch.com) Prediction markets can be about more than just elections. ft.com) Is private credit in a bubble? msn.com) U.S.
Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financialadviser. thinkadvisor.com) RIAs continue to move up market. riabiz.com) Going solo Not every financialadviser wants to build a lasting franchise. investmentnews.com) The pros and cons of going solo.
Prediction markets Prediction markets got things right this go round. coindesk.com) When election prediction markets pay out. axios.com) One thing prediction markets got wrong. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? It's getting cutthroat out there.
Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. msn.com) Hedge funds are losing favor among financialadvisers and their clients. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
optimisticallie.com) You can't just lock in money market rates. obliviousinvestor.com) Finance Building a better global market index. bloomberg.com) Earlier on Abnormal Returns Adviser links: after-tax returns. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Markets The U.S. stock market is up 35 of the past 52 weeks. The stock market makes up 63% of global market cap. axios.com) Earlier on Abnormal Returns Adviser links: making a mistake. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? sherwood.news) The U.S.
(wsj.com) Finance Can election prediction markets become a big thing in the U.S.? cnn.com) A sign that the market for collectible cars is cooling. craincurrency.com) The Fed The markets are betting on a 50 bp rate cut. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Markets Q3 earnings estimates are muted. mrzepczynski.blogspot.com) Strategy Two questions you should ask about any piece of market information. ft.com) Labor How AI has already affected the labor market. abnormalreturns.com) Adviser links: building an enduring franchise. rethinking65.com) And why it doesn't matter.
Markets The China stock market rally is very broad. sherwood.news) China's stock market is on board with economic stimulus. axios.com) The China stock market rally has gotten U.S. sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. ETF investor attention.
Markets There is big difference between politics and policies when it comes to investing. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: realistic deepfakes. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? ft.com) How the cannabis landscape is changing.
Markets It's been awhile since we had a 1% drop in the S&P 500. cautiouslyoptimist.com) Even when the stock market is up YTD there are plenty of stocks that are down on the year. abnormalreturns.com) Adviser links: phased retirements. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
wsj.com) The popularity of sports gambling as a market failure. wealthmanagement.com) Fund management How passive investing has created market inefficiencies. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? youngmoney.co) Hedge funds are pulling back from the Mag 7.
Markets Bryce Elder, "The “long Japanese equities/short yen” trade worked until it didn’t." ft.com) Market sentiment got way too bullish. theirrelevantinvestor.com) Investors need to plan for down markets. econbrowser.com) Earlier on Abnormal Returns Adviser links: the RMD mentality.
Markets A review of major asset class performance in May 2024. morningstar.com) Books An excerpt from Nathaniel Popper’s forthcoming "The Trolls of Wall Street: How Outcasts and Insurgents are Hacking the Markets." wsj.com) Market bubbles can have their upsides. bigtechnology.com) The AI revolution is already losing steam.
Markets How have the market's five largest stocks performed over the long run? advisorhub.com) AI LLMs are in a way still looking for product-market fit. bbc.com) Italy has half of the global market for luxury yachts. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Markets Stock market returns are rarely average. tker.co) Why you can't extrapolate market returns. awealthofcommonsense.com) Markets aren't perfectly efficient, but that doesn't mean you can effectively take advantage. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Markets When it comes to markets, speed isn't always better. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? forkingpaths.co) Europe's luxury good stocks have had a good decade. sherwood.news) Asset management Asset managers are seeing falling profitability.
howardlindzon.com) Good luck trying to time market factors. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Strategy Politics and investing don't mix. rogersplanning.blogspot.com) Not all investment decisions are created alike. axios.com) What former Vanguard OCIO clients should expect.
Markets Why the ranks of 'degens' are growing. blockworks.co) Autos The car market is normalizing. calculatedriskblog.com) A tighter job market is showing up in more involved application processes. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? trillion in Q1.
Markets Earnings continue to be supportive of the bull market. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? carsongroup.com) Measures of corporate sentiment are ticking higher. wsj.com) ETFs The number of single-stock ETFs is growing.
Markets The top 23 charts from 2023 including volatile mortgage rates. safalniveshak.com) Finance The bond market rally is helping to repair Schwab's ($SCHW) balance sheet. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter.
Markets U.S. advisorhub.com) Fund management Are lower rates going to put a dent in money market funds? abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? earnings estimates, and margins, continue to tick higher in 2024. carsongroup.com) Covid was boon for U.S.
michaelparekh.substack.com) Oil The global oil market seems well supplied. abnormalreturns.com) Adviser links: serving Boomers. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (fortune.com) Apple The Apple ($AAPL) Mini just got 'mini-er.' axios.com) If you believe the numbers.
MarketsMarket breadth is not great. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? sherwood.news) The Magnificent Seven also stand out for their stock buybacks. abnormalreturns.com) What you missed in our Monday linkfest.
awealthofcommonsense.com) If the housing market cracks, then look at these stocks. wsj.com) Earlier on Abnormal Returns Adviser links: needless waste. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? axios.com) Why Sony ($SNE) was smart to buy Alamo Drafthouse.
Strategy Mean reversion happens in the stock market. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Good luck trying to time it. awealthofcommonsense.com) Successful investing requires getting your time horizon correct. disciplinefunds.com) Always check the ticker.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content