The Big Picture

APRIL 10, 2025

Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.

Investing 130

Investing Investments Startup Wealth Management 130

Abnormal Returns

FEBRUARY 26, 2024

2023 numbers. safalniveshak.com) Venture capital India's most valuable startup, Byjus, is a hot mess. axios.com) A growing number of unicorns haven't raised capital in over three years. (obliviousinvestor.com) Berkshire Hathaway A closer look at Berkshire Hathway's ($BRK.A)

Financial Advising 260

Financial Advising Startup Numbers Media 260

Abnormal Returns

APRIL 7, 2023

caia.org) Startups have shifted to capital efficiency. ft.com) Why health care startups often use human names. bonddad.blogspot.com) The ISM services number is in steep decline. (axios.com) VC VC funding fell sharply in Q1 2023. news.crunchbase.com) VCs are holding onto their cash.

Startup 246

Startup Financial Advising Economy Media 246

Abnormal Returns

JULY 6, 2023

nytimes.com) Venture capital AI startups continue to gain venture interest. ritholtz.com) 30-year mortgage rates are now well over 7.0% (cnbc.com) Global There is a boom in the number of space-related startups in India. Crypto What changed Blackrock's idea about crypto?

Economics 239

Economics Startup Financial Advising Media 239

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Abnormal Returns

MAY 21, 2023

businessinsider.com) AI is moving so fast, fintech startups are having to quickly pivot. newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas. nytimes.com)

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

The Big Picture

MARCH 1, 2025

The ultrarich are growing in numbers, and changing wealth as we know it. ( Imagine if every sentence in a story were expected to contain the same number of alphanumeric characters. Everyone else hasnt. Musk is one of just 24 people worldwide who qualify for that distinction, which is defined as individuals worth $50 billion or more.

Math 163

Math Startup Engineering Economy 163

Abnormal Returns

OCTOBER 3, 2023

theguardian.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." ft.com) When is a startup no longer a startup? (ofdollarsanddata.com) Michael Lewis Some questions about Michael Lewis' relationship with SBF. coindesk.com) A profile of Michael Lewis and his typical approach to his book subjects.

Startup 201

Startup Financial Advising Media Retail 201

Abnormal Returns

FEBRUARY 26, 2023

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. forbes.com) The pros and cons of a four-day workweek for startups. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet."

Ethics 243

Ethics License Financial Advising Startup 243

Abnormal Returns

DECEMBER 3, 2023

ft.com) Do startups founded in recessions fare better? downtownjoshbrown.com) College-educated women with children under 10 are in the workforce at record numbers. (wsj.com) The inside story of Microsoft's ($MSFT) partnership with OpenAI. newyorker.com) Venture capital More VC funds are running out time while still holding investments.

Asset Allocation 258

Asset Allocation Financial Advising Startup Economy 258

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 246

Startup Clients Wealth Management Portfolio 246

The Big Picture

NOVEMBER 4, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adam Neumann Wounded WeWork, an Office Market Bust Finished It Off : Once the country’s most-valuable startup, the flexible-workspace company is expected to file for bankruptcy. But it’s not clear why these seas exist at all.

Medicine 304

Medicine Startup Engineering Manufacturing 304

Abnormal Returns

MARCH 20, 2024

amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. (capitalspectator.com) Crypto Promises of a lower expense ratio are not preventing outflows from the Grayscale Bitcoin Trust ($GBTC).

Financial Advising 249

Financial Advising Startup Valuation Economy 249

Nerd's Eye View

NOVEMBER 28, 2023

We also talk about how Peter started in the industry in New York city in the aftermath of 9/11 as an insurance salesperson charged with cold-calling potential customers (and how he took inspiration from the work of author Nick Murray to overcome the challenge of hearing "no" from prospective clients on a regular basis and push through to grow his book (..)

Startup 245

Startup Financial Advisor Clients Management 245

The Big Picture

MAY 5, 2023

This company is betting yes : A growing number of employers around the country have decided to build their own housing for workers, mostly for them to rent but sometimes to buy. Businessweek ) • Would you live next to co-workers for the right price? But it’s still No. 1 by a long distance. Bloomberg ) • What the U.S.-China

Startup 359

Startup Wealth Management Assets Management 359

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 241

Risk Tolerance Startup Compliance Clients 241

Nerd's Eye View

APRIL 1, 2024

Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well? Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Abnormal Returns

MAY 16, 2023

alphaarchitect.com) Startups Mutual funds seem to overvalue their stakes in private startups. papers.ssrn.com) Early joiners have a big effect on startup outcomes. alphaarchitect.com) What's the rise dose, i.e. number of stocks, to maximize factor returns? papers.ssrn.com) Factors A downside to a low volatility strategy.

Startup 130

Startup Numbers Portfolio Investing 130

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Retirement Planning 246

Retirement Planning Startup Clients Compliance 246

Abnormal Returns

FEBRUARY 27, 2023

axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. theinformation.com) What makes for a great startup name. (wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

SEPTEMBER 3, 2024

entrylevel.topdowncharts.com) Strategy Analysts focus on these market numbers, you don't have to. sherwood.news) Why a specialized unit of the Israeli army creates so many cybersecurity startups. Markets How major asset classes performed in August 2024. entrylevel.topdowncharts.com) REITs have stopped going down.

Financial Advising 144

Financial Advising Startup Budgeting Manufacturing 144

Nerd's Eye View

JUNE 13, 2023

In this episode, we talk in-depth about how a state regulator audit of Danika’s former firm revealed that she was not properly registered with the state of Washington and sparked an investigation during which she was prevented from working with her clients at the time and sidelined her for several months, how, on top of not being able to work (..)

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246

Nerd's Eye View

NOVEMBER 15, 2023

government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. To stave off a wave of business closures and a subsequent surge in unemployment, the U.S.

Clients 246

Clients Taxes Government Startup 246

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

The Big Picture

AUGUST 21, 2024

A very young, a startup is like a baby, needs constant care and attention and capital. You describe startup, growth, mature growth, mature decline, and distress. I mean, two thirds of startups don’t make it to year two. So as a startup, you don’t have a business yet. You could be just a pure number cruncher.

Startup 163

Startup Valuation Management Numbers 163

Abnormal Returns

MARCH 21, 2023

youtube.com) Credit Suisse was also a player in the startup financing space. huddleup.substack.com) Baseball is getting its own 'Topgolf' style startup. frontofficesports.com) By the numbers: which countries like baseball the most. news.crunchbase.com) Banks still have a big problem. vox.com) Of course we should ban TikTok.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

Abnormal Returns

AUGUST 10, 2022

financial-planning.com) Startups Investors are stepping up to fund BeReal. axios.com) Startups are engaging companies to help facilitate layoffs. thereformedbroker.com) Nominal consumer debt numbers only make sense it relation to the ability to pay. theinformation.com) A look at recent major digital media exits.

Digital Media 130

Digital Media Startup Financial Advising Media 130

The Big Picture

NOVEMBER 21, 2023

A Wealth of Common Sense ) • A record number of $50 bills were printed last year. Gerstner began as an entrepreneur and has had multiple exits, including travel startup NLG (to IAC). why are you seeing more $50s? The tech-focused fund started in 2008 and invests in both public and private firms.

Startup 246

Startup Commission Government Media 246

The Irrelevant Investor

MARCH 21, 2018

The most connected man in hedge funds Our June conference in California Listen here: Chart crime of the week Recommendations Handling The Up-And-Down Stress Of Being A Financial Advisor The Startup Way Creativity, Inc How to Lie With Statistics How to Not Be Wrong The post Animal Spirits: The Magic Number appeared first on The Irrelevant Investor. (..)

Numbers 52

Numbers Startup Financial Advisor Retirement 52

Harness Wealth

FEBRUARY 26, 2023

Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures. More on this below. FMV per share at time of vesting $10.00 $10.00

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Abnormal Returns

MARCH 13, 2023

riabiz.com) Wealth management startup Masttro raised $43 million to address family offices. citywire.com) This is in part due to the rapid growth in the number of new RIAs. (papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm?

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

The Big Picture

SEPTEMBER 7, 2023

Wall Street Journal ) • How Tiger Global, one of the biggest backers of startups over the past decade, fell to earth : As the firm grew, Tiger prioritized speed and began writing checks at a more rapid clip. They’re doing it again after a two-decade break.

Budgeting 148

Budgeting Startup Banking Food 148

Trade Brains

SEPTEMBER 14, 2023

The connection between Ambani and Dunzo began last year when Reliance Retail invested $200 million to acquire a little over 25% ownership in the Bengaluru-based startup. Ambani and Google-Backed Startup! And as per reports, since July, Dunzo has been seeking at least $20 million, which is around Rs. The post The Downfall of Dunzo?

Startup 59

Startup B2B B2C Retail 59

Abnormal Returns

DECEMBER 22, 2022

huddleup.substack.com) SpaceX alumni are building a host of space-related startups. newsletter.abnormalreturns.com) Mixed media A record number of shows were produced in 2022 and why it may represent 'peak TV.' (nytimes.com) How the success of United Wholesale Mortgage ($UWMC) made the $4 billion purchase of the Phoenix Suns possible.

Media 130

Media Financial Advising Startup Numbers 130