Wealth Management

AUGUST 2, 2022

billion in assets, brings to Mariner its client roster of community banks and credit unions. Heber Fuger Wendin Investment Advisors, with $8.6

Portfolio 246

Portfolio Investment Advisor Banking Assets 246

Abnormal Returns

MARCH 17, 2025

sherwood.news) Finance Daniel Davies, "The essence of managing an investment banking franchise is that the biggest driver of success is the capacity to bear pain." apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios. wsj.com) AI Alibaba ($BABA) has pivoted to AI. ft.com) Dating apps are leveraging AI.

Media 195

Media Retail Economy Management 195

Abnormal Returns

NOVEMBER 2, 2022

abnormalreturns.com) Spending does more than change your bank balance. (abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: an extremely long horizon. abnormalreturns.com) Why rough edges remain in financial markets: people.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Abnormal Returns

JANUARY 1, 2025

financialducksinarow.com) Returns Chasing higher bank interest rates is losing its appeal. wsj.com) Portfolio simplicity keeps paying off. (youtube.com) Taxes Trading crypto? Pay your taxes. axios.com) Consider doing Roth IRA conversions for your heirs. humbledollar.com) Spending Don't buy something just to impress some one else. (mr-stingy.com)

Taxes 162

Taxes Retirement Banking Portfolio 162

Calculated Risk

DECEMBER 12, 2024

The FDIC released the Quarterly Banking Profile for Q3 2024: The Industrys Net Income Decreased From the Prior Quarter, Driven by One-Time Items Third quarter net income for the 4,517 FDIC-insured commercial banks and savings institutions decreased $6.2 percent), 14 family residential loan portfolios (up 3 basis points to 1.83

Numbers 147

Numbers Banking Portfolio Assets 147

Abnormal Returns

DECEMBER 25, 2024

(morningstar.com) Investing Three easy ways to simplify your portfolio. wsj.com) Americans are swapping bank deposits for money market funds. morningstar.com) Boring is always appropriate when it comes to investing resolutions. etf.com) More people, mostly men, are seeking help with compulsive gambling in the stock market.

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Wealth Management

JUNE 10, 2024

The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.

Accounting 290

Accounting Banking Portfolio 290

Abnormal Returns

JULY 21, 2024

abnormalreturns.com) Top clicks this week Seven reasons you may want to venture away from the market portfolio. humbledollar.com) Rebalance your portfolio to tame risk, not to increase returns. wsj.com) How Charles Schwab ($SCHW) is changing its banking business. (abnormalreturns.com) A lifetime subscription is anything but.

Portfolio 310

Portfolio Banking Assets Management 310

The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

Portfolio 148

Portfolio Portfolio Management Management Numbers 148

Wealth Management

APRIL 27, 2023

First Republic’s issues stem from its stockpile of loans at low interest rates, including an unusually large portfolio of jumbo mortgages to wealthy clients.

Banking 228

Banking Portfolio Clients 228

Wealth Management

SEPTEMBER 27, 2024

In other RIA news, Merchant stakes an investment banking firm, Focus partner firm Transform Wealth buys fellow Denver business Custom Portfolio Group, and Cetera's employee RIA acquires an Austin-based practice with $185 million in assets.

Banking 278

Banking Portfolio Assets Investments 278

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

The Big Picture

MAY 17, 2024

This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. She also leads the firm’s environmental, social and governance research. His podcast is “ The Sherman Show.”

Banking 174

Banking Asset Allocation Portfolio Management Engineering 174

Abnormal Returns

NOVEMBER 20, 2024

(newsletter.theleading-edge.org) Personal finance Why you need guardrails on your portfolio. abnormalreturns.com) A bad experience trying to capture a bank 'bonus' account offer. awealthofcommonsense.com) Why Millennials are saving more money than prior generaitons. sherwood.news) Why are donor-advised funds growing? Well, you should.

Estate Planning 162

Estate Planning Retirement Marketing Marketing 162

Wealth Management

NOVEMBER 20, 2024

Hwang was found guilty in July of orchestrating a scheme to mislead his bank counterparties into providing Archegos with billions of dollars in trading capacity that inflated the value of his portfolio until the bubble burst in March 2021.

Banking 255

Banking Portfolio 255

Wealth Management

APRIL 14, 2023

Silicon Valley Bank is not going to take your clients’ investment portfolios down with it.

Banking 264

Banking Portfolio Clients Investments 264

The Reformed Broker

MARCH 13, 2023

On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. The post The Bank Run of 2023 appeared first on The Reformed Broker.

Banking 130

Banking Financial Planning Portfolio Planning 130

Calculated Risk

MARCH 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.60% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.64% of servicers’ portfolio volume in the prior month to 0.60% as of February 28, 2023.

Portfolio 303

Portfolio Planning Government Banking 303

Abnormal Returns

SEPTEMBER 19, 2023

mrzepczynski.blogspot.com) How trend following can help diversify a portfolio. insights.finominal.com) Why you need different factors for bank stocks. Trend following Trend following ignore narratives. priceactionlab.com) ESG Green investing strategies should be lower risk. bloomberg.com) Behavior How scarcity affects decision making.

Banking 289

Banking Portfolio Investments Investing 289

Wealth Management

JUNE 13, 2023

Kennedy Wilson bought the first tranche of a multi-billion-dollar real estate loan portfolio from Pacific Western Bank, reported Multi-Housing News. Commercial Property Executive looks at what a pause in interest rate increases would mean for the commercial real estate industry.

Banking 264

Banking Portfolio 264

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. My stock portfolio is recovering. In this new interest rate regime, TINA is no more. amongst institutional traders.

Portfolio 163

Portfolio Management Assets Banking 163

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank : The concept of Small Finance Banks (SFB) was introduced in India in 2015. SFBs also promote savings by providing a higher interest rate compared to full-service banks like HDFC and Kotak. In this article on fundamental analysis of Ujjivan Small Finance Bank. Lakh Lives.

Banking 126

Banking Assets Accounting License 126

Abnormal Returns

OCTOBER 15, 2023

theirrelevantinvestor.com) When your portfolio is your biggest worry, you are lucky. theirrelevantinvestor.com) Private credit is the new bank. (blogs.cfainstitute.org) The key to successful investing is patience. blog.validea.com) Good luck getting a good handle on this stock market. wsj.com) CTAs are positioned short U.S.

Banking 290

Banking Portfolio Investments Investing 290

Trade Brains

NOVEMBER 9, 2023

BoB World App Scam : The RBI raised a red flag against the Bank of Baroda (BoB) and has suspended their mobile app ‘BoB World’ from onboarding new clients because of a 22 lakh fraud affecting 362 customers. The bank staff were given a task – sign up customers for “BoB World”. Nearly six customers have lost around Rs.

Banking 131

Banking Numbers Accounting Portfolio 131

Abnormal Returns

MARCH 17, 2023

Finance Why First Republic Bank ($FRC) isn't bouncing. semafor.com) Money moves so quickly making it hard to combat a bank run. mrzepczynski.blogspot.com) The Fed is a bad bank regulator. mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

JULY 17, 2024

Strategy Rebalance your portfolio to tame risk, not to increase returns. wsj.com) How Charles Schwab ($SCHW) is changing its banking business. morningstar.com) It's never been easier to get distracted by other people's wealth. awealthofcommonsense.com) Finance The commercial real estate mess is well under way.

Financial Advising 275

Financial Advising Media Banking Economy 275

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The higher the asset quality of banks, the better the state of the economy. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline. 7,250 crores at Rs.

Banking 104

Banking Planning Accounting Retail 104

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? oaktreecapital.com) Startup Tellus is not a bank. Strategy Five real investing lessons from Warren Buffett's career.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

DECEMBER 6, 2022

papers.ssrn.com) How bad weather affects portfolio manager activity. papers.ssrn.com) How banks make money on leveraged loans. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) What explains the funding gap for Black-led startups.

Startup 246

Startup Portfolio Management Retirement Accounting 246

Abnormal Returns

MARCH 14, 2023

neckar.substack.com) Silicon Valley Bank There is plenty of blame to go around for the downfall of SVB including the pandemic. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. youtube.com) Where SVB and Goldman Sachs ($GS) went wrong with the bank's failed equity offering.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

The Big Picture

DECEMBER 11, 2024

” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute. Previously, he served as executive editor at Stocktwits and was chief behavioral officer at the Bank of the Ozarks. How does that show up in our portfolios?

Food 148

Food Portfolio Management Marketing 148

Abnormal Returns

MAY 1, 2023

blockworks.co) Banks JP Morgan Chase ($JPM) is now the owner of First Republic. cnbc.com) The banking industry's 'crisis phase' may be over for now. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Calculated Risk

MARCH 11, 2025

Both of these periods, characterized as quantitative easing, were designed in part to lower longer-term interest rates (and mortgage rates) by reducing the amount of long-duration Treasuries and Agency MBS held by the private sector and increasing the amount of short duration Federal Reserve liabilities held by the private sector (including banks).

Assets 165

Assets Portfolio Accounting Marketing 165

Abnormal Returns

AUGUST 21, 2023

riaintel.com) Turnqey wants to be for crypto 'what is Plaid for banking assets.' riabiz.com) Banks want to become advisers. Advisers want to become banks. (kitces.com) Crypto Securitize is buying Onramp. investmentnews.com) The biz Goldman Sachs ($GS) is expected to sell the former United Capital business.

Portfolio 130

Portfolio Estate Planning Banking Retirement 130

Abnormal Returns

JULY 22, 2024

wealthmanagement.com) Cash What is the future of Charles Schwab's ($SCHW) bank? kitces.com) Despite the hype, alternatives are a small part of adviser portfolios. (fa-mag.com) (podcasts.apple.com) Diana Britton speaks with Martine Lellis, principal of M&A partner development at Mercer Advisors.

Compliance 264

Compliance Retirement Communication Consulting 264

Abnormal Returns

APRIL 3, 2024

Podcasts Barry Ritholtz talks with Liz Ann Sonders about how to rebalance your portfolio. bestinterest.blog) Why you should turn off auto-renew for your bank CDs. ritholtz.com) Jesse Cramer talks with Peter Lazaroff about how to hang in there for the long run. Rockefeller. wsj.com) How do estimated taxes work? humbledollar.com)

Math 262

Math Financial Advisor Retirement Banking 262

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99