Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. etf.com) Companies Retailers are blaming organized theft as an excuse to close stores. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Abnormal Returns

APRIL 24, 2023

(investmentnews.com) Charles Schwab ($SCHW) is rapidly transitioning retail TDA accounts. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. kitces.com) Every advisory practice goes through different phases.

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Everything else it built in-house has crashed and burned."

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

JULY 3, 2023

June 2023 How major asset classes performed in June 2023. newyorker.com) How does the rise of EVs affect the retail auto parts business? gregor.substack.com) An energy transition comes with stranded assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

MARCH 1, 2023

Markets How major asset classes performed in February 2023. thedailybeast.com) Retail More cities and towns are saying rejecting new dollar stores. nytimes.com) Retailers are moving out of city centers closer to their customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Retail Economy Manufacturing 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." npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

APRIL 17, 2023

ft.com) Fund management Why asset managers should turn down problematic investors. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) How independent retail got a boost from the pandemic. wealthmanagement.com) Bank MDs are getting called back to the office.

Marketing 130

Marketing Marketing Media Financial Advising 130

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? morningstar.com) Crypto Fidelity is prepping a retail crypto trading platform. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Carson Wealth

JANUARY 14, 2023

When talking about financial advisors we often use the term “fiduciary standard of care” to describe how those who are obliged to or have opted into a fiduciary standard are required to treat clients and consumers. Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Brown Advisory

SEPTEMBER 6, 2022

The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009. retail energy prices have already doubled into the lows of the mid-summer demand season; Dutch TTF (Title Transfer Facility) natural gas futures prices are up nearly 400% year to date 5.

Investments 52

Investments Investing Insurance Ethics 52

Abnormal Returns

JULY 10, 2024

riabiz.com) Political ETFs have been a dud, asset-wise. etf.com) Retail Inside Wayfair's ($W) first physical store. abnormalreturns.com) Adviser links: needless waste. 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 275

Financial Advising Valuation Retail Media 275

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard). There are many disturbing parallels in today’s global economy.

Investments 52

Investments Investing Valuation Clients 52

The Big Picture

NOVEMBER 15, 2022

You can go get some turnkey asset management program. The advice part of being a financial adviser is the hard part. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. We also do a lot of polling with financial advisors.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.

Retirement Planning 130

Retirement Planning Financial Advising Retirement Assets 130

Abnormal Returns

JULY 27, 2024

msn.com) How to better license retail psychedelic retailers. tonyisola.com) What counts as an asset on FAFSA and what doesn't. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Drugs Buying the precursors to manufacture fentanyl is not that difficult.

Food 278

Food Retail Manufacturing License 278

Aleph

JANUARY 14, 2023

There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Jan 10, 2023 CFP?

Math 59

Math Assets Banking Government 59