Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 239

Financial Advising Compliance Advertising Marketing 239

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. ofdollarsanddata.com) Pension funds could skip on the alternatives and just invest in low-cost index investments. crr.bc.edu) Strategy The many ways in which investing is NOT like poker.

Financial Advising 296

Financial Advising Media Assets Economy 296

Abnormal Returns

OCTOBER 15, 2024

riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. slate.com) Global Rally aside, are Chinese stocks really investable? abnormalreturns.com) Adviser links: family crises. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 280

Financial Advising Retail Media Government 280

Abnormal Returns

SEPTEMBER 27, 2024

theirrelevantinvestor.com) Some investments are an IQ test. youngmoney.co) Finance ETF assets in the U.S. abnormalreturns.com) The investment world was a different place when Josh Brown started writing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? just hit $10 trillion.

Financial Advising 276

Financial Advising Food Economy Media 276

Abnormal Returns

SEPTEMBER 12, 2024

(semafor.com) Fund management The proposed SPDR SSGA Apollo IG Public & Private Credit ETF would invest in a mix of public and private investment-grade debt securities. etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. wsj.com) Economy Hiring has slowed.

Financial Advising 275

Financial Advising Startup Manufacturing Media 275

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. He introduces the "ABCS Test", a mnemonic designed to help financial coaches and advisors grasp the fundamental elements that define an investment adviser.

Investing 245

Investing Investments Retirement Planning Financial Advising 245

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. thinkadvisor.com) Advisers Thinking ahead to the possibility of a sunset of the TCJA.

Recruitment 252

Recruitment Financial Advising Retirement Insurance 252

Abnormal Returns

MAY 23, 2024

Strategy How modern investment scams use stolen identities to work. 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? theirrelevantinvestor.com) Companies DuPont ($DD) is splitting into three companies.

Financial Advising 259

Financial Advising Media Economy Assets 259

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! abnormalreturns.com) Adviser links: a reliable support system. dariusforoux.com) Why you should write more.

Financial Advising 287

Financial Advising Media Economy Sales 287

Abnormal Returns

SEPTEMBER 1, 2024

(axios.com) Why Apple ($AAPL) would 'invest' in OpenAI. 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? abnormalreturns.com) Saturday links: the state of the teaching profession.

Financial Advising 292

Financial Advising Valuation Economy Economics 292

Abnormal Returns

AUGUST 6, 2024

behaviouralinvestment.com) ESG investing has gotten a bad rap, but there is something there for analysts. news.crunchbase.com) Vanguard wants to provide low-cost access to private assets. abnormalreturns.com) Adviser links: the RMD mentality. (axios.com) Not many stocks are making new lows.

Financial Advising 263

Financial Advising Economy Media Assets 263

Abnormal Returns

JUNE 30, 2024

awealthofcommonsense.com) There's no getting around it, investing is complicated. 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?

Financial Advising 299

Financial Advising Media Government Economy 299

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Retirement 244

Retirement Commission Banking Financial Advising 244

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. 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? (epsilontheory.com) How much is Bitcoin worth?

Financial Advising 314

Financial Advising Valuation Retail Media 314

Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 276

Marketing Marketing Financial Advising Economy 276

Abnormal Returns

NOVEMBER 13, 2023

(on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. theinformation.com) What rate of return do successful VCs need to get from their investments? ft.com) Earlier on Abnormal Returns Adviser links: exclusivity and personalization.

Education 287

Education Startup Financial Advising Economy 287

Abnormal Returns

FEBRUARY 7, 2024

(albertbridgecapital.com) Some classic investing lessons from Ed Thorp. apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Incentives matter when it comes to capital providers.

Financial Advising 261

Financial Advising Media Retirement Assets 261

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. 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 262

Financial Advising Economy Media Economics 262

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Financial Advising Investing 98

Abnormal Returns

NOVEMBER 6, 2023

(quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. 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?

Financial Advising 271

Financial Advising Media Economy Economics 271

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession. abnormalreturns.com) Adviser links: building your bench.

Asset Allocation 276

Asset Allocation Financial Advising Assets Media 276

Abnormal Returns

SEPTEMBER 25, 2023

(etf.com) Higher yields are going to be a headwind for risky asset classes. citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 276

Financial Advising Startup Economy Media 276

Abnormal Returns

AUGUST 23, 2022

barrons.com) Companies Intel ($INTC) is partnering with Brookfield Asset Management ($BAM) to fund new chip plants. abnormalreturns.com) Adviser links: another curve ball. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? IPOs The IPO market has ground to a halt.

Investing 130

Investing Investments Financial Advising Insurance 130

Abnormal Returns

DECEMBER 15, 2023

wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop.

Startup 262

Startup License Financial Advising Media 262

Abnormal Returns

SEPTEMBER 3, 2024

Markets How major asset classes performed in August 2024. awealthofcommonsense.com) Everybody's investment journey is different. ft.com) Venture capital Successful VCs hoard their reserves to invest further in winners. abnormalreturns.com) Adviser links: an existential issue. Then check out our weekly e-mail newsletter.

Financial Advising 146

Financial Advising Startup Budgeting Manufacturing 146

Abnormal Returns

DECEMBER 1, 2023

Markets The performance of major asset classes in November 2023. ft.com) Earlier on Abnormal Returns Podcast links: an investing paradox. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 263

Financial Advising Media Economy Management 263

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023. etftrends.com) Economy Is the U.S.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

FEBRUARY 1, 2023

Markets How major asset classes performed in January 2023. axios.com) Finance On the end of the star investment banker. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 245

Financial Advising Media Assets Economy 245

Abnormal Returns

FEBRUARY 6, 2024

behaviouralinvestment.com) How to pick a proper investment benchmark. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. abnormalreturns.com) Adviser links: the curse of knowledge. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 263

Financial Advising Valuation Manufacturing Media 263

Abnormal Returns

AUGUST 31, 2023

Strategy Some neglected aspects of investing including 'The influence of luck in outcomes.' wsj.com) Hedge funds are a compensation scheme masquerating as an asset class, redux. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Companies Berkshire Hathaway ($BRK.A)

Financial Advising 263

Financial Advising Media Economy Banking 263

Abnormal Returns

JULY 31, 2023

Markets Every major asset class is up YTD. awealthofcommonsense.com) Don't let news dictate your investing strategy. dariusforoux.com) Successful investing is ultimately a creative act. nytimes.com) Earlier on Abnormal Returns Adviser links: optimizing the wrong thing. Thirty years, not so much.

Financial Advising 246

Financial Advising Media Retirement Assets 246

Abnormal Returns

DECEMBER 18, 2023

institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. wsj.com) Why we should give Ukraine frozen Russian assets now. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 274

Financial Advising Startup Media Government 274

Abnormal Returns

JUNE 1, 2023

(on.spdji.com) How major asset classes performed in May 2023. disciplinefunds.com) There's nothing magical about dividend investing. rogersplanning.blogspot.com) How fear gets in the way of investing success. grist.org) This leveraged ETF has destroyed half of the capital invested.

Insurance Coverage 242

Insurance Coverage Financial Advising Insurance Media 242

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. abnormalreturns.com) Adviser links: a decent place.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. Statman believes Financial Advisers should also serve their clients as “Well-Being Advisers.”

Financial Advising 167

Financial Advising Wealth Management Portfolio Management Investment Advisor 167

Abnormal Returns

JUNE 5, 2023

washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows? wsj.com) Fidelity is down some 41% on its Reddit investment. econbrowser.com) Earlier on Abnormal Returns Adviser links: sharing your expertise. (barrons.com) AI has put a charge back into the tech industry.

Financial Advising 227

Financial Advising Economy Media Government 227

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups.

Startup 244

Startup Financial Guidance Financial Advising Media 244