Abnormal Returns

MAY 21, 2025

ft.com) Companies Retailers have only so much margin to sacrifice to tariffs. wsj.com) Some 46% of streaming subscribers use ad-supported plans. Markets High yield bonds have bounced back. morningstar.com) Short interest is ticking higher. nytimes.com) Some additional tariff math. axios.com) AI OpenAI is buying Jony Ive's AI startup.

Budgeting 189

Budgeting Math Startup Media 189

Calculated Risk

SEPTEMBER 10, 2024

Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in August to 220.4

Healthcare 300

Healthcare Planning Retail Economics 300

Wealth Management

APRIL 9, 2025

The plan provider with 1.3 million public service worker accounts has hired a former MassMutual executive to lead retail product offerings in a week market tumult has taken its toll on 401(k) plans.

Retirement 236

Retirement Retail Accounting Planning 236

Calculated Risk

JULY 10, 2024

Over the month, commercial planning increased 14.5% and institutional planning ticked up 0.2%. Data centers continued to dominate planning projects in June – fueling another strong month for commercial planning,” stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 278

Healthcare Planning Education Retail 278

Nerd's Eye View

JANUARY 31, 2023

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Clients 246

Clients Retail Financial Advisor Recruitment 246

Abnormal Returns

JUNE 25, 2024

Alternatives Pension plans could generate equivalent returns with low-cost, index investments. insights.finominal.com) Retail traders just can't quit lottery stocks. crr.bc.edu) Equity funds with VC investments don't outperform. papers.ssrn.com) Just how big is the carried interest loophole. papers.ssrn.com)

Retail 284

Retail Management Planning Investing 284

Wealth Management

OCTOBER 15, 2023

Bloomberg reported that Netflix is planning to open physical retail stores. The volume of distressed asset sales remains muted and Bisnow looked at why that is the case. These are among the must reads from the real estate investment world to kick off the new week.

Retail 264

Retail Sales Assets Planning 264

Wealth Management

AUGUST 15, 2023

A court’s approval of an AMC's stock conversion plan last week ended a long legal tug-of-war between the movie theater chain and a small army of retail investors.

Retail 242

Retail Planning 242

Abnormal Returns

AUGUST 12, 2024

kitces.com) Advisers Why private equity is going after retail investors: fees, high fees. msn.com) Dealing with collections requires some planning. (riabiz.com) Altruist Altruist is shifting more clients onto its own custodian platform. riabiz.com) The latest in financial advisortech including a look at Altruist' new product offerings.

Retail 260

Retail Retirement Clients Planning 260

Calculated Risk

OCTOBER 5, 2022

From Moody’s Analytics Senior Economist Lu Chen: Office continues its bumpy ride, and Retail remains flat Office vacancy has been persistently stuck at over 18% since early 2021 , a consequence of excess inventories and strains on companies’ expansion plans. Reis also reported that office effective rents increased 0.4% this quarter.

Retail 314

Retail Economics Assets Planning 314

Abnormal Returns

DECEMBER 11, 2024

sciencedaily.com) Spending Like it or not, more retail establishments are going cash-free. slate.com) Personal finance Financial planning is all about tradeoffs. (abnormalreturns.com) Real estate High-end Chicago residential real estate is struggling. wsj.com) What happens when a CCRC goes bankrupt?

Retirement 144

Retirement Financial Advice Taxes Financial Planning 144

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Abnormal Returns

DECEMBER 11, 2024

finance.yahoo.com) Why private equity wants so badly to get access to 401(k) plans. abnormalreturns.com) Research links: retail order flow. (sherwood.news) Who is going to pay for crypto-enabled consumer fraud? on.ft.com) Alternatives The number of hedge fund startups is dwindling. abnormalreturns.com) You can now follow us on Bluesky.

Startup 157

Startup Retail Media Economy 157

Calculated Risk

JANUARY 9, 2023

Commercial planning in December was supported by broad-based increases across office, warehouse, retail and hotel planning. Meanwhile, institutional growth focused on recreation and public building, with education and healthcare planning activity remaining flat. emphasis added Click on graph for larger image.

Healthcare 264

Healthcare Education Retail Planning 264

Calculated Risk

MAY 9, 2023

From Dodge Data Analytics: Dodge Momentum Index Declines In April After Pullback In Commercial Planning The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 5.1% Commercial planning in April was pushed down by sluggish office, hotel and retail activity. in April to 180.9

Healthcare 259

Healthcare Economics Planning Education 259

Abnormal Returns

FEBRUARY 13, 2024

(ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' morningstar.com) BlackRock($BLK) is opening up its Voting Choice platform to retail inventors.

Financial Advising 272

Financial Advising Startup Retail Media 272

Abnormal Returns

MARCH 13, 2024

theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. (wsj.com) How AI is making industrial robots smarter. nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI.

Financial Advising 312

Financial Advising Valuation Retail Media 312

Calculated Risk

APRIL 4, 2023

And from Moody's on Retail: Retail suffered the most when the Great Financial Crisis (GFC) hit in 2008. Oversupply and three years of negative retail net absorption increased the average vacancy from 6-7% to 10-11%. According to the latest Census Advanced Monthly Retail Trade Survey, total sales in February were up 5.4%

Retail 246

Retail Food Sales Planning 246

Abnormal Returns

JULY 30, 2023

disciplinefunds.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." riabiz.com)

Insurance 246

Insurance Retail Portfolio Investing 246

Mish Talk

NOVEMBER 24, 2022

Welcome Change Major retailers like Kohl’s, Target, Macy’s, Walmart, J.C. Retailers Attempt to Lure Price-Weary Shoppers With Deep Discounts. Retailers Attempt to Lure Price-Weary Shoppers With Deep Discounts. said Gabriella Santaniello, founder of the retail research firm A Line Partners. Your budget is your hot trend.

Advertising 221

Advertising Retail Budgeting Sales 221

Abnormal Returns

MAY 9, 2023

news.crunchbase.com) Retailing Suburban retail locations are seeing a bump from hybrid work schedules. fintechlatest.substack.com) An excerpt from “Plunder: Private Equity’s Plan to Pillage America” by Brendan Ballou. (news.crunchbase.com) a16z wants to bet on "early-stage companies that "support the national interest."

Financial Advising 246

Financial Advising Retail Economy Media 246

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner 246

Financial Planner Recruitment Retirement Planning Retirement 246

Abnormal Returns

MARCH 3, 2023

Markets Retail investors can't quit Tesla ($TSLA) stock. wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data. ft.com) Strategy When does it make sense to take on duration in your bond portfolio?

Financial Advising 243

Financial Advising Retail Media Sales 243

Nerd's Eye View

MAY 1, 2023

Rowe Price has acquired Retiree Income, the parent company of popular retirement income planning software SSAnalyzer and Income Solver, to put its resources behind developing and distributing the company’s planning tools (albeit perhaps more to its retail and employee retirement plan clients than to advisors?).

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 246

Retirement Commission Banking Financial Advising 246

Trade Brains

NOVEMBER 6, 2024

on November 06, 2024 Also read… Anil agarwal Stock falls 8% after Govt of India Plans OFS of 10 Cr Shares 3. It offers a range of banking services, including retail, corporate, and wealth management. Share Price: The shares of Hindustan Unilever are trading at Rs. Share Price: The shares of Titan are trading at Rs. 3,188 down 1.3%

Banking 98

Banking Distribution Valuation Retail 98

The Big Picture

JUNE 1, 2023

New York Times ) see also The Real Reason Your Groceries Are Getting So Expensive : Big retailers exploiting their financial control over suppliers to hobble smaller competitors. It may have taken half a century, but the plan worked. ( By comparison, the annual rate of U.S. food inflation was 7.7%. (

Food 272

Food Retail Medical Banking 272

Abnormal Returns

NOVEMBER 29, 2022

evidenceinvestor.com) Crypto SBF was telling people about his plans in plain sight. bloomberg.com) Yahoo Finance wants to get into retail stock trading. (axios.com) Strategy What is a reasonable return expectation for the next few decades? ofdollarsanddata.com) Why indexing works. It's now feeling the pain.

Financial Advising 246

Financial Advising Retail Media Banking 246

Abnormal Returns

AUGUST 1, 2023

ft.com) Retail Suburban malls are now selling for pennies on the dollar. abnormalreturns.com) Make a plan for your stuff, before someone else has to. (caia.org) Funds State Street Global Advisors is cutting the already low fees on 10 ETFs. thinkadvisor.com) Have bond ETFs pushed down the yields on private credit?

Financial Advising 246

Financial Advising Retail Media Economy 246

The Big Picture

SEPTEMBER 19, 2022

I have spent much of my career delving into the decision-making process around money — from investing to planning to consumption — and the many ways we err along the way. This organization primarily operates in the Watches business / industry within the Miscellaneous Retail sector. Why discuss a shady watch deal?

Retail 330

Retail Economy Accounting Numbers 330

MarketWatch

MARCH 17, 2023

Struggling home-goods retailer Bed Bath & Beyond Inc. BBBY on Friday said it planned to hold a special meeting in which shareholders would vote on whether to allow the company to carry out a reverse stock split, should its board decide to do so. Shares tumbled 19% after hours.

Retail 98

Retail Certification Planning Marketing 98

Abnormal Returns

JULY 23, 2023

ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. (humbledollar.com) Finance Ken Bui, "Private equity sucks the good out of American products and businesses." luxcapital.com) Big banks are reliant on the business of multi-strategy hedge funds.

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Nerd's Eye View

OCTOBER 5, 2022

Both retail-focused robo-advisors and advisor-focused TAMPs have begun to offer automated tax-loss harvesting, which – by systematically checking for losses to harvest, typically on a daily basis – purports to increase investors’ after-tax returns by 1% or more. Read More.

Taxes 246

Taxes Tax Planning Portfolio Management Advertising 246

Abnormal Returns

SEPTEMBER 25, 2022

humbledollar.com) A lot of financial planning questions are really life planning questions. awealthofcommonsense.com) Retail investors have been this bearish only five other times in history. (humbledollar.com) How to do retirement right. humbledollar.com) Five strategies to deal with sequence of returns risk in retirement.

Retirement 157

Retirement Financial Planning Retail Planning 157

Trade Brains

JUNE 30, 2023

million retail touchpoints. million retail locations across India. Future Plans So far, we have studied the company’s financial records and have gained an understanding of how each company performs. Let us now examine the future prospects of both companies to discover what they have planned. Crores in FY23.

Food 105

Food Planning Manufacturing Retail 105

Abnormal Returns

APRIL 24, 2023

investmentnews.com) Annuities are coming to a 401(k) plan near you. investmentnews.com) Charles Schwab ($SCHW) is rapidly transitioning retail TDA accounts. advisorperspectives.com) Some real-world insights from “More Than Money: Real-Life Stories of Financial Planning.” humbledollar.com)

Financial Advising 147

Financial Advising Financial Planning Consulting Education 147