Abnormal Returns

MARCH 4, 2024

wsj.com) How hybrid work has helped divorce work from location. (wsj.com) The U.S. Treasury market is set for some big changes. ft.com) Trends Why new apartment buildings are getting taller. nytimes.com) Nothing was going to save the department store. washingtonpost.com) Economy it's not just the U.S. that is reliant on foreign-born labor.

Financial Advising 233

Financial Advising Media Economy Portfolio 233

Abnormal Returns

MARCH 13, 2024

barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. (nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 278

Financial Advising Valuation Retail Media 278

Abnormal Returns

FEBRUARY 5, 2024

mrmoneymustache.com) Will you regret that move to a warm weather location? (ft.com) Housing Where in the U.S. housing still affordable. awealthofcommonsense.com) Should you relocate in order to afford a home? dariusforoux.com) More evidence that people respond to price signals. ft.com) Economy The U.S.

Financial Advising 242

Financial Advising Media Valuation Economy 242

Wealth Management

APRIL 24, 2024

The bank has repositioned itself to serve ultra-wealthy international clients after closing more than 200 branch locations in the U.S.

Banking 69

Banking Clients 69

Abnormal Returns

FEBRUARY 9, 2024

joincolossus.com) Joe Weisenthal and Tracy Alloway talk with Tom McGee, CEO of the International Council of Shopping Centers, about how businesses choose where to locate. (anildash.com) Business Patrick O'Shaughnessy talks pharma innovation with Alex Telford, who is the founder of Convoke.

Banking 225

Banking Investing Investments Marketing 225

The Reformed Broker

OCTOBER 9, 2023

This summer we opened a physical office location in North Carolina. It’s staffed with three of our Certified Financial Planners in Charlotte who’ve been taking care of our clients in the area. To celebrate, I’m bringing twenty of my people down for a week of client meetings and to see our local friends and colleagues.

Certified Financial Planner 152

Certified Financial Planner Financial Planner Clients 152

Abnormal Returns

OCTOBER 24, 2023

papers.ssrn.com) Vanguard research on equity asset location. (papers.ssrn.com) Market cap and trading volume are imperfectly correlated. quantrocket.com) On the impact (or not) of green bonds. corporate.vanguard.com) Finfluencers exist in a regulatory gray area. papers.ssrn.com) Where did the CFA Institute go wrong?

Economics 190

Economics Assets Marketing Marketing 190

The Big Picture

FEBRUARY 23, 2023

First, recall the old RE agent line is “ Location. location, location ” — while that still is true, the reality of residential real estate is more complex. Location yes, including geography, and specific locales within those geographies.

Portfolio 143

Portfolio Retirement Taxes Marketing 143

Wealth Management

MARCH 7, 2024

The combined RIA will operate under the Security Financial Management name and serve clients from five Florida locations.

Clients 103

Clients Management 103

Wealth Management

JANUARY 2, 2024

It’ll be Mariner’s first location in the city, and 15th in California. Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office.

101

101

Abnormal Returns

APRIL 2, 2023

morningstar.com) Asset location, 101. (savantwealth.com) This is one big advantage that quantitative investors have over fundamental investors. mailchi.mp) How portfolio complexity is too much? rogersplanning.blogspot.com) How to avoid investment complexity. obliviousinvestor.com) Good savings habits compound over time. moneytalks101.substack.com)

Asset Allocation 173

Asset Allocation Assets Economics Portfolio 173

Abnormal Returns

MAY 15, 2023

finance.yahoo.com) How Warby Parker ($WRBY) ended up with 200+ locations. (ritholtz.com) Models are always a starting point, not an end in themselves. awealthofcommonsense.com) Companies How Sea Ltd. turn things around by cutting costs. wsj.com) Food Shake Shack ($SHAK) has an activist investor.

Financial Advising 202

Financial Advising Media Food Startup 202

Abnormal Returns

JULY 12, 2023

rogersplanning.blogspot.com) Five mistakes any investor can make including asset mis-location. (nytimes.com) Investing Are older investors now too exposed to the stock market? morningstar.com) On average, people overestimate their risk tolerance. morningstar.com) Personal finance There's no shortcut to financial health.

Risk Tolerance 220

Risk Tolerance Estate Planning Retirement Planning 220

The Big Picture

JANUARY 26, 2023

Register here : How to Avoid Financial Disasters: A Guide for the Ultra-High-New-Worth Investor Tuesday, February 21, 2023, at 10:15 am New York Marriott at the Brooklyn Bridge located at: 333 Adams Street Brooklyn, NY 11201 Previously : Why We Do What We Do (April 24, 2017) Advice for Rich Uncles and Others.

Accounting 288

Accounting Portfolio Investing Investments 288

Advisor Perspectives

OCTOBER 9, 2023

The reasons people choose to live in high-cost-of-living locations are clearly emotional.

115

115

The Big Picture

FEBRUARY 3, 2023

Register anyway to receive a recording of the episode! ~~~ Episode: 2023 Macro Outlook: Why This Time is Different Date: Wednesday, February 15 Time: 12:00 – 12:50 PM PST Location: Zoom Webinar The post Future Proof Webcast! appeared first on The Big Picture.

Financial Services 143

Financial Services 143

Wealth Management

MAY 21, 2023

During a panel at the WealthManagement EDGE conference, the head of Mango Digital Strategies worried CEOs of crypto exchanges may opt to move to international locations trying to position themselves as crypto hubs.

105

105

Abnormal Returns

DECEMBER 5, 2022

advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. (wealthmanagement.com) Should you write your clients an annual letter? spilledcoffee.substack.com) How much should clients know about their adviser? thinkadvisor.com) Why fully-funded IRAs are less attractive these days.

Financial Planner 215

Financial Planner Estate Planning Startup Communication 215

Wealth Management

APRIL 28, 2023

The Friedman Peters Group has more than $400 million in managed assets and will join RBC’s San Francisco location, following several other additions in the Golden State earlier this month.

Assets 102

Assets Management 102

Calculated Risk

JANUARY 24, 2024

Billings declined for all or nearly all months of 2023 at firms located in the West and Northeast. Only firms located in the Midwest reported increasing billings for most of the year, although conditions also softened there by late summer. Firms in the South saw growth in the second quarter but otherwise declined.

Clients 117

Clients Investing Investments 117

Abnormal Returns

MAY 9, 2023

news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. (news.crunchbase.com) a16z wants to bet on "early-stage companies that "support the national interest." axios.com) Some VCs are looking to fund laid off tech workers. wsj.com) Amazon's ($AMZN) bet on 'just walk technology' has foundered.

Financial Advising 224

Financial Advising Retail Economy Media 224

Calculated Risk

DECEMBER 4, 2023

Today, in the Calculated Risk Real Estate Newsletter: IICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October" A brief excerpt: And on Florida inventory: Florida has experienced some of the largest inventory gains in recent months • In fact, six of the nine markets seeing the strongest inventory growth over the (..)

Sales 119

Sales Marketing Marketing 119

Wealth Management

MARCH 16, 2023

Digital marketing and home-grown planning software, FP Alpha, have launched RIA Altfest into a new phase of tech-enabled growth as the firm looks to expand into new locations.

Wealth Management 98

Wealth Management Management Planning Marketing 98

Trade Brains

JANUARY 5, 2024

The Surat Diamond Bourse, located in Gujarat, India, is a major hub for the diamond industry. The Pentagon Located in Arlington, US, The Pentagon serves as the headquarters of the United States Department of Defence, including all three military services—the Army, Navy, and Air Force. Spanning 35.54

Distribution 59

Distribution Transportation Engineering Financial Services 59

The Big Picture

MAY 18, 2023

Taco John’s, which has about 400 locations in 23 states, trademarked “Taco Tuesday” back in 1989. Taco John’s, which has about 400 locations in 23 states, trademarked “Taco Tuesday” back in 1989. Wall Street Journal ) • Taco John’s trademarked ‘Taco Tuesday’ in 1989.

Retirement 143

Retirement 143

Calculated Risk

APRIL 10, 2024

And there are homeowners who want to sell for a number of reasons: upsizing (more babies), downsizing, moving for a new job, or moving to a nicer home or location (move-up buyers). Also, in certain times, some homeowners will need to sell due to unemployment or excessive debt (neither is much of an issue right now).

Marketing 111

Marketing Marketing Numbers 111

MarketWatch

MARCH 20, 2023

MCD , to offer Oatly Barista Edition dinks to McDonald’s McCafé locations in Austria. Oatly Barista is the first oat drink product ever to be made available to McCafé locations across Austria, the company said. Oatly Group AB OTLY said Monday it inked a partnership deal with McDonald’s Austria, a unit of McDonald’s Corp.

Marketing 75

Marketing Marketing 75

Integrity Financial Planning

MAY 4, 2023

Pinky, the pink ghost, will try to predict your location. Inky, the blue ghost, will pay attention to your location and the red ghost’s location. Each one has their own name and special ways they will pursue you. Blinky, the red ghost, will follow you as closely as possible.

Financial Planning 98

Financial Planning Government Retirement Planning 98

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

Financial Planner 189

Financial Planner Asset Allocation Clients Risk Management 189

Wealth Management

JUNE 7, 2023

Identifying and locating marital assets is one of the biggest challenges practitioners will face.

Assets 95

Assets 95

Wealth Management

NOVEMBER 16, 2022

with locations in New York City and Boston, backed by Dynasty Financial Partners. A former Morgan Stanley Private Wealth advisor and team launched the multi-family office and investment firm based in Radnor, Penn.,

Wealth Advisor 91

Wealth Advisor Investing Investments 91

Carson Wealth

APRIL 18, 2023

Today, the six-person team is made up of wealth advisors, Craig Splan CFP, Tray Wiltse and Bill Day and operational staff Katie Hampton, Kim Roberts and Vincent Long CFP, all of whom will continue to serve clients from the firm’s Overland Park location. This location will be the 46th Carson Wealth location in the U.S.

Wealth Management 83

Wealth Management CFP Professional Services Wealth Advisor 83

The Big Picture

SEPTEMBER 25, 2022

Case has personally visited 43 cities and funded more than 175 companies across eighty locations. .” Uniquely, ROTR set up a truly unique venture, using bus tours to visit dozens of cities in the heartland of America to run pitch competitions.

Startup 313

Startup Government Investing Investments 313