MarketWatch

JUNE 23, 2023

Elon Musk’s SpaceX seeks to increase its valuation to $150 billion, The Wall Street Journal reported late Friday, citing people familiar with the issue. The plan is to launch a new sale of employee shares at $81 a piece, the report said.

Valuation 75

Valuation Sales Planning Marketing 75

Abnormal Returns

APRIL 25, 2024

allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. Markets The energy sector is still less than 4% of the S&P 500.

Accounting 260

Accounting Consulting Financial Advising Valuation 260

Abnormal Returns

MARCH 13, 2024

on.ft.com) There is still a lot of uncertainty around office building valuations. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. (wired.com) The spot Bitcoin ETF fee war is here. etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 290

Financial Advising Valuation Retail Media 290

Darrow Wealth Management

MAY 6, 2024

Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Who is the attorney who drafted the estate plan? Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Indigo Marketing Agency

JANUARY 17, 2024

You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement. Should you choose to sell your business, your client base, email list , and unique brand will all contribute to a higher business valuation.

Financial Advisor 52

Financial Advisor Planning Retirement Clients 52

Abnormal Returns

MAY 8, 2023

(financial-planning.com) The biz What variables matter when it comes to RIA valuation. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not.

Wealth Management 236

Wealth Management Estate Planning Taxes Valuation 236

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Key Takeaways.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Abnormal Returns

DECEMBER 7, 2023

techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. (ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business. nytimes.com) Is Austin, TX losing its luster as a startup hub?

Digital Media 232

Digital Media Electronics Financial Advising Startup 232

Abnormal Returns

JULY 24, 2023

podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. washingtonpost.com) Advisers Financial planning is a very specific field. (behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior.

Valuation 213

Valuation Communication Financial Planning Management 213

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Compliance 205

Compliance Valuation Financial Advisor Clients 205

Trade Brains

FEBRUARY 25, 2024

The Automotive Mission Plan 2016-26 is a joint initiative of the Government of India and the Indian automotive industry to lay out a roadmap for the industry’s development. crore in FY22 on account of the higher fair valuation gain on investments in debt mutual funds. crore in FY23 as compared to Rs. crore in FY23 from Rs.

Planning 64

Planning Manufacturing Sales Government 64

Carson Wealth

MARCH 3, 2023

Alex Jensen, CFP ® , CPWA ® , AEP ® , CEPA ® , Wealth Strategist I recently came across a surprising statistic while completing course work for the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. Several different valuation techniques exist to value a company. How do we value a company?

Planning 52

Planning Assets CFP Valuation 52

Trade Brains

NOVEMBER 6, 2023

In this Fundamental Analysis Of Force Motors , we’ll analyze its operations, segments, fundamentals, industry, future plans and more. Future Plans Of Force Motors 1. The post Fundamental Analysis Of Force Motors – Financials, Future Plans & More appeared first on Trade Brains. Company Overview N.K.

Planning 103

Planning Transportation Engineering Manufacturing 103

Abnormal Returns

DECEMBER 26, 2022

(morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. thinkadvisor.com) Being able to move unused 529 plan funds into an IRA is a neat trick.

Risk Tolerance 204

Risk Tolerance Financial Planner Financial Advising Compliance 204

Wealth Management

JULY 12, 2023

Make sure that clients are using the right valuation.

Estate Planning 90

Estate Planning Planning Valuation Clients 90

Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.

Financial Planner 200

Financial Planner Retirement Planning Financial Planning Distribution 200

Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Yet while succession planning is often overlooked, it holds immense significance for your future well-being.

Planning 52

Planning Taxes Retirement Financial Advisor 52

Carson Wealth

JUNE 6, 2023

That’s why now is the time to create a succession plan that will ensure your business continues to thrive long after you’ve turned over the reins. What Is Succession Planning? Succession planning – also known as exit planning – refers to what will happen to your business when it’s time for you to step down.

Planning 52

Planning Financial Planning Financial Advisor Retirement 52

MarketWatch

MAY 5, 2023

billion valuation it reached in 2017, would wipe out most of Vice’s shareholders and impair debts held by other firms, the Journal said, citing people familiar with the matter. The deal would follow reports earlier this week that Vice was planning to file for bankruptcy, with the possibility that it could still secure a buyer.

Media 40

Media Valuation Sales Planning 40

Carson Wealth

JULY 6, 2023

By Elizabeth Schanou, JD, CExP TM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. However, the best outcomes are achieved when small business owners make exit planning a priority in their ongoing strategy.

Planning 52

Planning Valuation Financial Advisor Taxes 52

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Nerd's Eye View

OCTOBER 3, 2022

Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations).

Commission 217

Commission Financial Planning Ethics Planning 217

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Trusts can be highly beneficial for those engaged in estate planning.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

The Big Picture

APRIL 11, 2023

Wall Street Journal ) • Patek Philippe’s Thierry Stern on What Comes After the Nautilus : In a candid sit-down, the boss reveals his plans for succession at the Swiss watchmaking giant, how he hunts through the secondary market to find flippers, and why he won’t sell the company. Over the years, the painting had turned into a punchline.

Valuation 246

Valuation Consulting Investing Investments 246

Abnormal Returns

AUGUST 9, 2023

behaviouralinvestment.com) Crypto Why PayPal ($PYPL) is planning to offer a stablecoin. axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. (blog.validea.com) There's only one way to make money on gloom-and-doom forecasts. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 196

Financial Advising Economy Valuation Consulting 196

Steve Sanduski

MAY 31, 2022

If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Without proper planning, you risk undervaluing your life’s work and damaging the key client relationships you’ll need to sustain the business when the time comes to retire.

Planning 52

Planning Consulting Valuation Financial Advisor 52

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

Planning 52

Planning Taxes Estate Planning Consulting 52

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. How does Reddit make money?

Planning 52

Planning Taxes Advertising Tax Planning 52

Trade Brains

OCTOBER 12, 2023

Future Plans KPIT Technologies > The Company management is actively in pursuit of strategic partnerships which resulted in the onboarding of Renault and Honda Japan for the development of Software Defined Vehicles (SDV) & expected to provide services till 2026 and 2030. > Tata Elxsi - Interest Coverage 418.73

Planning 101

Planning Engineering Healthcare Manufacturing 101

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives. So, it is understandable why some clients would wonder whether they need to a) revisit, and b) potentially overhaul their long-term plans. When we offer guidance to clients about possible plan changes, we use a clear, three-step process. Mon, 11/28/2022 - 11:10.

Planning 52

Planning Taxes Clients Strategic Planning 52

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 231

Financial Planner Tax Planning Clients Valuation 231

The Big Picture

AUGUST 31, 2023

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. Nvidia is not the first giant tech company to trade at a rich valuation.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. abnormalreturns.com) Make a plan for your stuff, before someone else has to. (blairbellecurve.com) You don't need an 'everything app' when you already have the 'everything phone.'

Financial Advising 243

Financial Advising Startup Economics Valuation 243

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. mebfaber.com) 401(k) plans More companies are offering Roth 401(k) options. (standarddeviationspod.com) Brendan Frazier talks with Justin Castelli about helping clients better align money and purpose.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. wsj.com) Poland is planning to build nuclear power plants. Small caps Small caps are outperforming of late. gmo.com) Strategy The past two years help show the agony and ecstasy of stock picking.

Financial Advising 237

Financial Advising Media Valuation Retail 237

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner 202

Financial Planner Tax Planning Clients Taxes 202