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MiB: Michael Rockefeller, Woodline Partners

The Big Picture

A list of his favorite books is here ; A transcript of our conversation is available here next week. Stephen is a highly ranked analyst, was Institutional Investor All-America Research Poll, and was the winner in the Best Bank for Equity Research category in the 2016 and 2017 Technical Analyst Awards.

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MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist

The Big Picture

He has been highly ranked in Institutional Investors’ Research Poll and was the winner of the Best Bank for Equity Research category in the Technical Analyst Awards. A list of his favorite books is here ; A transcript of our conversation is available here this week. He is both a chartered market technician and CFA.

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TD Ameritrade To Schwab Conversion Tips For Financial Advisors

Nerd's Eye View

Finally, there is a category of tasks that involves tying up some loose ends that may remain after the conversion. And any changes made between now and the conversion date of Labor Day weekend likely won't carry over, meaning they would need to be re-implemented once the transition is complete.

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The Future Of Advisor Platforms: Reducing Overhead Costs With Services (Not Technology)

Nerd's Eye View

However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)

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10 Wednesday AM Reads

The Big Picture

Scientists May Have Just Cracked the Code on Fast Electric Car Charging : researchers at Penn State University published a study in Nature revealing they have developed an EV battery that, crucially, can charge up to about 70% capacity in roughly 10 minutes ( Time ). • Sign up for our reads-only mailing list here. Bloomberg ).

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500!

The Big Picture

I am going to continue to assemble lists by various categories per listeners’ requests: Private Equity, Billionaires, Professors, etc., iTunes only shows 464, but it is missing the first season shows, including Jeff Gundlach of Doubleline, David Kotok of Cumberland, and Rob Arnott of Research Affiliates. The post 500!

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10 Thursday AM Reads

The Big Picture

Mounting research suggests that cephalopods experience pain. Now, the National Institutes of Health is considering new animal welfare rules that would put them in the same category as monkeys. Interest Expense: A Bigger Impact on Deficits than Debt (Krupa/Phillips) Source: Goldman Sachs Sign up for our reads-only mailing list here.

Ethics 130