Abnormal Returns

DECEMBER 2, 2024

The TSA screened a record number of passengers on Sunday. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. (bloomberg.com) Finance Why ServiceTitan has to go public. axios.com) Robinhood ($HOOD) is now taking on Charles Schwab ($SCHW) and Fidelity. barrons.com) Boom! Well, you should. twopct.com)

Communication 162

Communication Manufacturing Media Economy 162

The Big Picture

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? Bad Numbers : 4.

Investing 314

Investing Investments Math Media 314

The Big Picture

MAY 1, 2025

My organization structure 1: Poor Advice 2: Media Madness 3: Sophistry: The Study of Bad Ideas Or, where bad ideas come from, how they spread, why they fool us. You say we give way too much credit to the media when it comes to accurately covering financial happenings. What are some examples of bad numbers?

Retirement 184

Retirement Numbers Investing Investments 184

Nerd's Eye View

OCTOBER 30, 2024

And given the sheer number and scope of potential conflicts that do exist in the advisory industry (where a wide range of providers seek to incentivize advisors to recommend their products and services to clients), there's a vanishingly small number of RIAs that don't have at least some form of actual or potential conflict to disclose.

Advertising 246

Advertising Commission Marketing Marketing 246

Midstream Marketing

OCTOBER 30, 2024

Use social media and online platforms to promote your referral program. Online Presence: Make sure your website and social media pages show clear details about your referral program. Share Client Testimonials: Show positive client reviews and testimonials on your website and social media. This can help get more referrals.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Calculated Risk

APRIL 28, 2025

This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. This survey might show the trend, but I wouldn't rely on the absolute numbers. Once again - this probably shows the general trend, but I wouldn't rely on the absolute numbers.

Numbers 240

Numbers Media Sales 240

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Wealth Management

JUNE 27, 2025

Number 8860726. For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media.

Wealth Management 166

Wealth Management Estate Planning Startup Financial Planning 166

Wealth Management

JULY 18, 2025

Number 8860726. It was a family business, so we did it the right way so we could have Thanksgiving together still,” Cohen said during a media roundtable in New York. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Estate Planning 173

Estate Planning Portfolio Management Communication Portfolio 173

FMG

MARCH 6, 2025

AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. ” whether it’s Google, AI-driven platforms like ChatGPT, or social media channels. Use bullet points, numbered lists, and tables where possible.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

The Big Picture

APRIL 17, 2025

You see this all the time: After a huge run of spectacular gains, the media fetes a manager, and buyers pour in late. This was just before an 81% collapse that bottomed in December 2023. This is classic performance-chasing behavior. The inevitable mean-reversion soon follows.

Investing 264

Investing Investments Accounting Startup 264

Abnormal Returns

JUNE 27, 2025

nytimes.com) Survivorship bias affects in any number of ways. abnormalreturns.com) Mixed media Why entrepreneurs love discontinued food brands. Strategy Why you shouldn't fear all-time highs. ritholtz.com) Compounding math is often confounding. abnormalreturns.com) What you missed in our Thursday linkfest.

Math 147

Math Startup Food Economy 147

Midstream Marketing

OCTOBER 30, 2024

Websites, social media, and SEO offer great opportunities to connect with new clients online. RIAs can show their skills by using search engine optimization (SEO) and social media marketing. Effective Use of Social Media in RIA Marketing Social media is a great tool for RIAs to connect with new clients and grow their brand.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

The Big Picture

FEBRUARY 5, 2025

Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing. Barry Ritholtz : That seems to be very contrary to how we read and hear about hedge funds in the media. Has nothing to do with 68%. The news stories.

Taxes 144

Taxes Portfolio Management Investing 144

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Tax Planning Taxes 130

Clever Girl Finance

FEBRUARY 11, 2025

Unsubscribe from marketing emails, unfollow brands on social media, and delete shopping apps from your phone. Likewise, if you have your credit card number memorized, cut it up and ask for a new one. It could even be that your find yourself watching haul video after haul video on social media.

Budgeting 93

Budgeting Food Media Accounting 93

Midstream Marketing

NOVEMBER 8, 2024

Learn to use social media, content marketing, SEO, and more. You will learn how to use social media, content marketing, paid ads, and referral programs. Utilizing Social Media Platforms for Engagement and Visibility Social media is important for financial advisors who want to reach potential clients.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Trade Brains

JULY 16, 2025

Sector-wise, PSU Banks, Media, and IT were among the top performers, with notable gains in stocks like Network 18, Hathway Cable, Wipro, and PNB. Additionally, the Nifty Media Index gained 22.75 Top gainers of this index were Network 18 Media, which jumped 13.34% after the results announcement that it turned profitable in Q1FY26.

Banking 59

Banking Healthcare Media Investing 59

Wealth Management

JUNE 10, 2025

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Wealth Management 168

Wealth Management Engineering Estate Planning Management 168

Wealth Management

JUNE 17, 2025

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Wealth Management 159

Wealth Management Estate Planning Compliance Planning 159

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Carson Wealth

JANUARY 13, 2025

We are already getting questions about whether its time to panic, with bearish narratives starting to come out of hibernation across social media. Monthly numbers can be noisy and so a 3-month average is helpful. In fact, one of the reasons for last weeks 1.9% decline is that we had a strong jobs report Friday.

Marketing 75

Marketing Marketing Economy Compliance 75

Midstream Marketing

NOVEMBER 12, 2024

Discover how to create a strong online presence and use social media to attract leads. Leveraging Social Media to Connect with Potential Clients Social media sites, such as LinkedIn, Facebook, and Twitter, are great tools for financial advisors. You can use social media, email, and your website to promote your webinars.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Abnormal Returns

APRIL 30, 2025

bonddad.blogspot.com) Q1 numbers don't really capture the impact of tariffs. newsletter.abnormalreturns.com) Mixed media It seems that AI starting to take entry-level jobs that college graduates used to fill. (wsj.com) A majority of Americans say they Vietnam War was a mistake. axios.com) Economy Q1 2025 GDP shrank 0.3%.

Startup 162

Startup Financial Advisor Media Government 162

Midstream Marketing

OCTOBER 31, 2024

During this time of digital transformation, social media and online channels play a huge role. Social Media Marketing: Connect with your audience, boost brand awareness, and drive traffic by using interesting social media posts and campaigns. Measuring how well your marketing strategies work means looking at important numbers.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Wealth Management

JULY 10, 2025

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Wealth Management 154

Wealth Management Estate Planning Clients Planning 154

Midstream Marketing

OCTOBER 29, 2024

This includes using social media, improving your SEO, and designing effective email campaigns. These tools let you plan and automate your social media posts. These steps can include things like getting more visitors to your website, expanding your email list, boosting engagement on social media platforms, or arranging consultations.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

NOVEMBER 6, 2024

A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Wealth Management

JULY 15, 2025

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Planning 154

Planning Wealth Management Estate Planning Clients 154

Wealth Management

JULY 18, 2025

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Accounting 252

Accounting Taxes Estate Planning Wealth Management 252

Wealth Management

JULY 15, 2025

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Estate Planning 168

Estate Planning Wealth Management Planning Clients 168

Abnormal Returns

FEBRUARY 12, 2025

ft.com) Economy The January CPI number surprised to the upside. abnormalreturns.com) Mixed media Why Hollywood send rom coms straight to streaming. (news.crunchbase.com) The VCs that are betting on older entrepreneurs. wsj.com) Work The LinkedIn acquisition was a boon for Microsoft ($MSFT). Well, you should. stephenfollows.com)

Marketing 147

Marketing Marketing Media Economy 147

The Big Picture

JULY 1, 2025

And I had a professor in economics who suggested that I look at this company called Media One in Boston that had recently been acquired by Con No, it was, it used to be called Continental Cable Vision. It had been acquired by US West, a Denver based company, and they had rebranded it as Media One. When did that start? Right, right.

Investing 144

Investing Investments Consulting Insurance 144

Clever Girl Finance

APRIL 11, 2025

The number shocked me. But when I finally reviewed my business expenses, I realized I was paying for multiple social media schedulers, stock photo memberships, and video editing toolsmany of which had overlapping features. I had Disney+ signed up twice under different emails and was paying for Peacock through both cable and streaming.

Budgeting 79

Budgeting Food Banking Planning 79

Indigo Marketing Agency

MARCH 20, 2025

When clients see red numbers flashing across their screens, their instinct is often to panic, pull out of investments, or assume the worst. Heres what I know, if youre not talking to your clients, someone else is whether its the media, a doomsday influencer, or their neighbor who suddenly thinks theyre an investment expert.

Communication 69

Communication Financial Advisor Marketing Marketing 69

Midstream Marketing

DECEMBER 16, 2024

By monitoring the right KPIs, such as website visits, form submissions, or social media engagement, advisors can identify areas for improvement and adjust strategies to optimize results. For example, if your ideal clients are young tech-savvy individuals, use social media to reach them. Focus on SEO to improve visibility.

Financial Advising 52

Financial Advising Marketing Marketing Media 52