Abnormal Returns

OCTOBER 31, 2023

abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Research links: (abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter.

Assets 260

Assets Financial Advising Media Economy 260

Abnormal Returns

NOVEMBER 5, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Assets 271

Assets Financial Advising Healthcare Economy 271

Abnormal Returns

AUGUST 5, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: long time horizons. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: restaurant problems.

Assets 244

Assets Startup Financial Advising Media 244

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

Nerd's Eye View

JUNE 17, 2024

Further, advisers can potentially reduce the number of negative reviews received by ensuring that prospect and client relationships that do not work out (e.g., when a prospect does not meet the firm’s asset minimum) are handled respectfully (e.g.,

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Abnormal Returns

DECEMBER 16, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Advisers Why active listening is so important. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

JUNE 24, 2024

Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. riabiz.com) Fisher Investments is a unique asset. investmentnews.com) Why PE is still interested in financial advisory investments. pehub.com) Advisers An advisory firm is people.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

JULY 15, 2024

sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 263

Financial Advising Wealth Management Assets Media 263

Abnormal Returns

OCTOBER 14, 2024

optimisticallie.com) It's hard to find a losing asset class this year. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Abnormal Returns

JULY 31, 2024

wsj.com) ETFs Money managers want to put less liquid assets into the ETF wrapper. riabiz.com) Managed futures ETFs are gaining assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) T-Mobile ($TMUS) is pushing into residential fiber.

Financial Advising 278

Financial Advising Media Economy Government 278

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

Abnormal Returns

JUNE 3, 2024

Markets A review of major asset class performance in May 2024. bloomberg.com) Ed Slott talks about his book "The Retirement Savings Bomb Ticks Louder." (aei.org) Earlier on Abnormal Returns Adviser links: restoring confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Media Retirement Economy 278

Abnormal Returns

NOVEMBER 15, 2024

money market mutual funds now have more than $7 trillion in assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (alphaarchitect.com) How the activist short selling ecosystem works. on.ft.com) Fund management 2024 could see $1 trillion in U.S. ETF inflows, a record. msn.com) U.S.

Financial Advising 147

Financial Advising Food Valuation Media 147

Abnormal Returns

OCTOBER 17, 2024

wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. wsj.com) India's asset management market is fiercely competitive. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Global market correlations are higher than they used to be, but aren't 1.0.

Financial Advising 276

Financial Advising Communication Assets Economy 276

Abnormal Returns

JANUARY 29, 2024

Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning.

Financial Advising 263

Financial Advising Financial Planning Risk Management Clients 263

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. 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? visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising 272

Financial Advising Media Economy Economics 272

Abnormal Returns

SEPTEMBER 15, 2024

(visualcapitalist.com) Strategy Are money market fund assets a bond substitute or stock substitute? wsj.com) Buffered ETFs keep gaining assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) Why great companies don't always make for great stocks.

Marketing 275

Marketing Marketing Financial Advising Media 275

Abnormal Returns

OCTOBER 15, 2024

riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. abnormalreturns.com) Adviser links: family crises. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fortunefinancialadvisors.com) What defines a group that makes high quality decisions?

Financial Advising 283

Financial Advising Retail Media Government 283

Abnormal Returns

JULY 1, 2024

Markets How major asset classes performed in June 2024. blockworks.co) Earlier on Abnormal Returns Adviser links: phased retirements. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) Large caps trounced mid and small-caps in June 2024.

Financial Advising 259

Financial Advising Media Retirement Assets 259

Abnormal Returns

JUNE 30, 2024

tker.co) Don't forget, stocks are real assets. 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? awealthofcommonsense.com) There's no getting around it, investing is complicated.

Financial Advising 301

Financial Advising Media Government Economy 301

Abnormal Returns

MAY 23, 2024

sherwood.news) Bad actors are abusing your most valuable asset, attention. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How modern investment scams use stolen identities to work. theirrelevantinvestor.com) Companies DuPont ($DD) is splitting into three companies.

Financial Advising 261

Financial Advising Media Economy Assets 261

Abnormal Returns

SEPTEMBER 5, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? sherwood.news) Being an 'unwitting' Russian asset is apparently very lucrative. (abnormalreturns.com) Personal finance links: an essential skill. Then check out our weekly e-mail newsletter. defector.com)

Financial Advising 274

Financial Advising Manufacturing Marketing Marketing 274

Abnormal Returns

NOVEMBER 13, 2023

on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. ft.com) Earlier on Abnormal Returns Adviser links: exclusivity and personalization. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Education 289

Education Startup Financial Advising Economy 289

Abnormal Returns

MARCH 13, 2024

nytimes.com) Private equity shops are turning into one-stop alternative asset providers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Fund management Venture capital is seeing a changing of the guard as experienced VCs pull the ripcord.

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? April 2024 The S&P 500 lost 4.08% in April 2024. capitalspectator.com) Hedge funds are overexposed to momentum. ft.com) Strategy Catalysts matter.

Marketing 278

Marketing Marketing Financial Advising Manufacturing 278

Abnormal Returns

JULY 28, 2024

ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far.

License 289

License Financial Advising Economy Economics 289

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. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

JULY 15, 2024

Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. open.spotify.com) Envestnet Even before the deal, Fidelity and Envestnet were getting closer.

Recruitment 255

Recruitment Financial Advising Retirement Insurance 255

Abnormal Returns

SEPTEMBER 27, 2024

youngmoney.co) Finance ETF assets in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Most stocks are working right now. theirrelevantinvestor.com) Some investments are an IQ test. downtownjoshbrown.com) It's easy to get distracted these days as an investor.

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

SEPTEMBER 1, 2024

scheplick.com) ETFs Leveraged single-stock ETF continue to attract assets and attention. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) A good reminder that even the most dominant companies, think BlackBerry ($BB), can take a turn for the worst.

Financial Advising 294

Financial Advising Valuation Economy Economics 294

Abnormal Returns

MARCH 5, 2024

investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (seeitmarket.com) Strategy Being right is more important than being first.

Financial Advising 290

Financial Advising Media Economy Sales 290

Abnormal Returns

SEPTEMBER 12, 2024

etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Economy Hiring has slowed. nytimes.com) 25 or 50? Probably 25. Maybe AI can help.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

SEPTEMBER 25, 2023

Cash Advisers are seeing more clients interested in cash. etf.com) Higher yields are going to be a headwind for risky asset classes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume.

Financial Advising 278

Financial Advising Startup Economy Media 278

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. 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. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 264

Financial Advising Economy Media Numbers 264

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

NOVEMBER 6, 2023

craincurrency.com) Bankrupt FTX has assets to sell. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? whitecoatinvestor.com) Crypto SBF's conviction doesn't really change much for crypto.

Financial Advising 273

Financial Advising Media Economy Numbers 273