Indigo Marketing Agency

FEBRUARY 2, 2022

If you’re one of our current clients, then you’ve probably had the privilege of working with Elizabeth Reider—one of our superstar Account Managers. An incredible asset to our team, Elizabeth spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions.

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Financial Advisor Accounting Assets Clients 52

Advisor Perspectives

APRIL 3, 2024

Now that our merger is taking place and we have a clear set of steps to take, six people who were not involved in the decision-making process are pushing back on everything.

Planning 52

Planning 52

Tobias Financial

MARCH 14, 2024

That is why we strive to keep our clients informed and prepared when it comes to their tax obligations. Our Director of Tax Services, Lonnie Sluchak , CPA and Tax Associate, Maria Hernandez , are diligently working behind the scenes to ensure that our clients’ tax preparation runs seamlessly.

Taxes 52

Taxes Financial Advisor Clients Tax Planning 52

Abnormal Returns

APRIL 24, 2024

abnormalreturns.com) What you missed in our Tuesday linkfest. Then check out our weekly e-mail newsletter. sportico.com) Cord cutting isn't necessarily a bad thing for teams and leagues. (bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: knowing what you want. nytimes.com)

Financial Advising 223

Financial Advising Manufacturing Media Retail 223

Abnormal Returns

APRIL 9, 2024

abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter. wsj.com) Minor league baseball teams are running into real estate problems. (sherwood.news) Earlier on Abnormal Returns Research links: bond laddering. abnormalreturns.com) Adviser links: elder finances. nytimes.com)

Financial Advising 257

Financial Advising Manufacturing Economy Media 257

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 186

Management Investing Investments Wealth Management 186

The Big Picture

DECEMBER 2, 2023

American Securities focuses on partnering with the companies they purchased, retaining the management team to run the business on an ongoing basis. A list of his current reading is here ; A transcript of our conversation is available here Tuesday. All of our earlier podcasts on your favorite pod hosts can be found here.

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The Big Picture

APRIL 5, 2024

He heads Evercore ISI’s economic research team. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. and vice chairman of Evercore Inc.

Economics 158

Economics Economy Investing Investments 158

Nerd's Eye View

DECEMBER 11, 2023

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!), In 2024 we'll again feature our Marketing Summit (save the date for April 25th!) And a lot of advicers have more than 5 clients in Florida!

Financial Advisor 185

Financial Advisor Financial Advice Ethics Financial Planning 185

Mish Talk

NOVEMBER 13, 2022

AAX scheduled a system upgrade that will help protect our users from the multiple malicious attacks that we’ve observed during this vulnerable time. Due to the failure of our third-party partner, some users' balance data were found abnormally recorded in our system. Expect manual withdrawals to take longer than usual.

Compliance 263

Compliance Risk Management Accounting Media 263

Abnormal Returns

OCTOBER 24, 2023

etf.com) Grayscale is teaming up with FTSE Russell on crypto indices. espn.com) Why NBA teams are not stressed by their local TV deals. abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter. morningstar.com) Is gold a good investment?

Financial Advising 230

Financial Advising Economy Media Numbers 230

The Big Picture

FEBRUARY 2, 2024

This week, we speak with Tom Hancock, a partner at GMO LLC, where he is also head of the Focused Equity team. He previously served as co-head of the firm’s global equity team. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Portfolio Management 150

Portfolio Management Engineering Distribution Retail 150

Abnormal Returns

FEBRUARY 7, 2024

are teaming up for a streaming sports joint venture. abnormalreturns.com) What you missed in our Tuesday linkfest. Then check out our weekly e-mail newsletter. (ft.com) ETFs are the future of active strategies. pionline.com) Investor experience with thematic funds is pretty bad.

Financial Advising 196

Financial Advising Media Retirement Assets 196

Abnormal Returns

NOVEMBER 3, 2023

abnormalreturns.com) What you missed in our Thursday linkfest. Then check out our weekly e-mail newsletter. washingtonpost.com) Are third tier soccer teams a good investment? (calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: an abundance mindset. abnormalreturns.com) Longform links: bandwidth depletion.

Electronics 244

Electronics Financial Advising Media Economy 244

The Big Picture

JANUARY 2, 2023

Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

Startup 342

Startup Accounting Banking Management 342

The Reformed Broker

JULY 3, 2023

Scott was part of the elite team of Green Berets who were sent behind the lines in the immediate aftermath of 9/11 to link up with our old mujahideen allies and knock the Taliban out of key Afghan cities. The bad guys w. The post Leadership Wins: American Entrepreneurs appeared first on The Reformed Broker.

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The Reformed Broker

SEPTEMBER 17, 2022

Here’s a group shot of my team at Ritholtz Wealth and the Advisor Circle group with whom we put on the inaugural Future Proof Festival this week. There are a lot of similarities between our two companies.

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The Big Picture

DECEMBER 30, 2023

 For our final show of the year, we are rebroadcasting a team favorite — our special 500th episode of Masters in Business; Enjoy! A list of her favorite books is here ; A transcript of our conversation is available here. All of our earlier podcasts on your favorite pod hosts can be found here.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

Abnormal Returns

NOVEMBER 29, 2023

(theathletic.com) Being a great hedge fund manager is not the same as being a great NFL team owner. abnormalreturns.com) What you missed in our Tuesday linkfest. Then check out our weekly e-mail newsletter. frontofficesports.com) Economy The pandemic messed with economic data gathering (and analysis). economist.com)

Financial Advising 239

Financial Advising Media Economy Economics 239

The Big Picture

JULY 15, 2023

He is a co-investor with Tom Brady in several sports assets, including a pickleball team, the English Football League’s Birmingham City club, and an endurance auto racing team. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Management 130

Management Assets Accounting Investing 130

The Big Picture

FEBRUARY 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: Which it was.

Clients 267

Clients Investing Investments Retirement 267

The Big Picture

AUGUST 19, 2023

As an example, criminal sentencing on Mondays is dependant in part on how the judges’ favorite team did that weekend, and how recently the judge had eaten breakfast or lunch. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Economics 246

Economics Management Investing Investments 246

Abnormal Returns

NOVEMBER 14, 2023

ft.com) Where did 777 Partners get capital to buy up professional sports teams? abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter. Discovery ($WBD), not release any already finished movie? honest-broker.com) Fund management Smaller multi-manager hedge funds are struggling.

Financial Advising 206

Financial Advising Advertising Media Economy 206

AdvicePay

OCTOBER 4, 2023

At the heart of this mission lies the superheroes of AdvicePay’s success – our exceptional Customer Support Team, aka Happiness Allies. At AdvicePay, our team has made customer satisfaction our North Star. This cultural commitment is more than just a motto; it’s our way of life.

Clients 95

Clients Wealth Management Financial Advisor Management 95

The Big Picture

FEBRUARY 24, 2023

Parents are baffled as their kids delay or forgo a driver’s license ( Washington Post ) see also Children of the Ice Age : With the help of new archaeological approaches, our picture of young lives in the Palaeolithic is now marvellously vivid. Washington Post ) • Why aren’t teenagers driving anymore? US Housing Market Posts $2.3

Medical 274

Medical License Insurance Accounting 274

Carson Wealth

APRIL 16, 2024

As mentioned in our recent Market Commentary , strong starts to the year are usually bullish for stocks. Our team is growing. We welcomed new Associate Wealth Advisor Zach Vande Weerd to our team. Speaking of our growing team, Client Service Manager Amy Fouch had her baby on Easter Sunday!

Wealth Advisor 52

Wealth Advisor Financial Services Clients Management 52

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. He is a co-investor with football legend Tom Brady in several sports assets, including a Pickleball team , Birmingham City FC in the English Football League, and an endurance auto racing team.

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

Advisor Perspectives

APRIL 22, 2024

As we look ahead to our Emerging Country Debt Strategy’s 30-year anniversary on April 19th, our team paused to reflect on how important our valuation metrics have been in discussions with our clients. Local currency rates and FX continue to screen attractive, as credit spreads transition to neutral.

Valuation 52

Valuation Clients 52

Abnormal Returns

FEBRUARY 16, 2024

(abnormalreturns.com) What you missed in our Thursday linkfest. Then check out our weekly e-mail newsletter. Then check out our weekly e-mail newsletter. phys.org) Phoenix is the last team to have a G League affiliate. abnormalreturns.com) Longform links: being more creative. wsj.com)

Financial Advising 173

Financial Advising Media Sales Investing 173

Nerd's Eye View

JANUARY 11, 2024

As the beginning of the new year invites a fresh start, it's a fitting time to reflect on our own wellbeing and the elements that make us happy in life. Having some level of freedom to structure our lives and careers has a strong impact on the happiness of advisors in the industry. And the truth lies in the data.

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Clients Financial Advisor Numbers 130

The Big Picture

FEBRUARY 16, 2024

A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 150

Wealth Management Banking Portfolio Management Management 150

The Big Picture

JANUARY 7, 2023

Pour yourself a mug of Tolima Los Brasiles Peaberry coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Not to Play the Game : Magic beans, Bahamian penthouses, old-fashioned fraud and other important SBF-inspired insights. Sign up for our reads-only mailing list here. ~~~. The weekend is here!

Communication 255

Communication Management Marketing Marketing 255

The Big Picture

JANUARY 26, 2024

A list of her favorite books is here; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 158

Wealth Management Media Portfolio Management Retail 158

Advisor Perspectives

APRIL 10, 2024

As the CTO of a leading fintech provider, our team is rewriting our rulebook for partnering in the age of AI.

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The Big Picture

JULY 14, 2023

Defector ) • How Mission: Impossible Became the Last Great Stunt Franchise : Over the past 27 years, the Mission: Impossible franchise became the final stronghold for “real action.” ( Inverse ) Be sure to check out our Masters in Business today with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Portfolio Management 242

Portfolio Management Accounting Food Economy 242

Nerd's Eye View

JULY 27, 2023

These firm owners may opt to take a backseat role in running the firm, yet must still entrust client relationships and firm management to their advisors and support team. At the same time, giving employees the opportunity to advance and grow with the firm over the long term (e.g.,

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Clients Communication Management Business Planning 181