Abnormal Returns

JULY 28, 2024

ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? vox.com) Work Research on how race, class and location affect economic mobility in the U.S. ft.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

SEPTEMBER 1, 2024

scheplick.com) ETFs Leveraged single-stock ETF continue to attract assets and attention. econbrowser.com) The economic data through July were largely positive. apolloacademy.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Strategy How to read all those market and economic forecasts. msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 272

Financial Advising Media Economy Economics 272

Abnormal Returns

JUNE 30, 2024

tker.co) Don't forget, stocks are real assets. calculatedriskblog.com) The economic schedule for the upcoming holiday-shortened week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Strategy Europe's stock market has badly lagged the U.S. How much longer can it last?

Financial Advising 301

Financial Advising Media Government Economy 301

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? novelinvestor.com) Growth and value performance flip-flopped in March 2024.

Financial Advising 264

Financial Advising Economy Media Numbers 264

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench.

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

NOVEMBER 6, 2023

craincurrency.com) Bankrupt FTX has assets to sell. rationalwalk.com) WeWork ($WE) bonds trade at cents on the dollar. (econbrowser.com) Global economic growth numbers don't tell us much. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience. coindesk.com) Companies Berkshire Hathaway ($BRK.A)

Financial Advising 273

Financial Advising Media Economy Numbers 273

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

JUNE 20, 2024

calculatedriskblog.com) This measure still shows strong economic growth. abnormalreturns.com) Personal finance links: financial mistakes. abnormalreturns.com) Research links: asset class access. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 263

Financial Advising Startup Economy Media 263

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. theblock.co) Spot Bitcoin ETFs will be run by the biggest financial players on the planet. nytimes.com) Economy The economic graph of 2023. wsj.com) The economic schedule for the coming week. Then check out our weekly adviser-focused newsletter.

Financial Advising 284

Financial Advising Medical Economy Economics 284

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. ritholtz.com) Seven economic myths including that the consumer is 'tapped out.' bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 264

Financial Advising Advertising Retail Economy 264

Abnormal Returns

AUGUST 7, 2022

ft.com) Four big trends in the asset management have been in place for a decade. politico.com) How friendships across economic classes affect income mobility. theconversation.com) Economics Putting the July NFP into some historical perspective. mrzepczynski.blogspot.com) The economic schedule for the coming week.

Financial Advising 246

Financial Advising Economics Food Manufacturing 246

Abnormal Returns

NOVEMBER 30, 2023

demystifyingmarkets.com) Charlie Munger's greatest asset may have been a lifelong friendship. safalniveshak.com) Books A review of “The Missing Billionaires: A Guide to Better Financial Decisions” by Victor Haghani and James White. marketwatch.com) Economics Weekly initial unemployment claims continue to bounce along the bottom.

Financial Advising 278

Financial Advising Portfolio Management Media Economics 278

Abnormal Returns

APRIL 5, 2024

morningstar.com) Buffered ETFs are continuing to gain assets. calculatedrisk.substack.com) Americans are confusing the current economic situation with their hopes for the future. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? msn.com) What to do if your FASFA data is incorrect.

Financial Advising 276

Financial Advising Advertising Media Economy 276

Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken?

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

Abnormal Returns

AUGUST 3, 2023

wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. theatlantic.com) Why economic perceptions have been so negative. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? techcrunch.com) Property and casualty companies in the U.S.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth."

Financial Advising 213

Financial Advising Startup Banking Media 213

Abnormal Returns

MARCH 12, 2023

nytimes.com) The former Boston Private money management arm of SVB is a prized asset. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (disciplinefunds.com) Why didn't regulators catch wind of problem at SVB earlier?

Financial Advising 246

Financial Advising Banking Startup Communication 246

Abnormal Returns

APRIL 17, 2024

on.ft.com) Finance Citadel is backing Hidden Road which provides prime-brokerage services for a variety of markets, including FX, precious metals and digital assets. stayathomemacro.substack.com) What economic research policymakers actually need. bloomberg.com) At what size does the private credit industry become a systemic risk?

Financial Advising 173

Financial Advising Media Economy Economics 173

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. advisorperspectives.com) Americans aren't used to economic volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The S&P 500 was returned -2.10% in October 2023, which outperformed.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

NOVEMBER 9, 2023

variety.com) Fund management Why Western asset management firms are struggling in China. calculatedriskblog.com) The many ways that (social) media shapes economic sentiment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 162

Financial Advising Media Economy Banking 162

Abnormal Returns

NOVEMBER 13, 2022

on.ft.com) Todd Wenning, "Not every brand is a defensible asset." fatherly.com) Economy The stock market may have already priced in the worst economic news. ritholtz.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 147

Financial Advising Economics Media Economy 147

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." realpage.com) Companies are still hiring even though there are signs of economic weakness.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. disciplinefunds.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? savantwealth.com) Gathering and interpreting information has a cost.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

OCTOBER 14, 2022

bnnbloomberg.ca) Jeff Benjamin, "Schwab Asset Management is launching a pilot program that enables fund investors to have a say in the direction of the proxy voting process." axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' Then check out our weekly e-mail newsletter.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JULY 12, 2022

caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time. abnormalreturns.com) Adviser links: a story as old as time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Economy Economics 130

Abnormal Returns

JULY 20, 2023

blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. marketwatch.com) What's driving economic pessimism? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why stock market valuations are logically higher today than they were in the past.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

JULY 25, 2023

(ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." theankler.com) The Hollywood strikes are more than just an economic battle. abnormalreturns.com) Adviser links: the authenticity of human connection.

Financial Advising 130

Financial Advising Media Engineering Sales 130

International College of Financial Planning

OCTOBER 26, 2023

The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors. Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Various profiles as a Financial Advisor? Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

WiserAdvisor

APRIL 12, 2024

For instance, financial advisors serving high-net-worth individuals may find that they require fewer clients to achieve their financial objectives compared to those targeting a broader demographic. In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Midstream Marketing

JANUARY 5, 2020

They’re a smaller firm – with under $50 million in assets under management – and they’re more reticent to do paid advertising as they’ve only ever relied on referrals in the past and have never done much in the way of digital marketing.

Financial Advisor 52

Financial Advisor Budgeting Advertising Engineering 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52