Abnormal Returns

JULY 6, 2023

economist.com) Fund management Avantis Investors is adding assets and launching new ETFs. institutionalinvestor.com) Private credit managers continue to get snapped up. (axios.com) Some banks are holding the line on job cuts. riabiz.com) Bill Ackman's Pershing Square Holdings persistently trades at a big discount to NAV.

Economics 239

Economics Startup Financial Advising Media 239

Wealth Management

NOVEMBER 26, 2024

No single asset can promise complete security, but gold has a proven track record of maintaining its value in times of economic turbulence.

Economics 277

Economics Assets 277

Wealth Management

SEPTEMBER 18, 2024

The American Housing and Economic Mobility Act presents challenges and opportunities.

Estate Planning 274

Estate Planning Economics Planning 274

Wealth Management

OCTOBER 2, 2024

What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this session with Foundation Source’s Chief Legal Officer Jeffrey Has

Economics 264

Economics Clients 264

Wealth Management

JANUARY 9, 2023

For an indication of how severe an economic downturn will be, look to household debt levels more than corporate debt, according to researchers. In the current environment, that gives some reason for optimism.

Economics 264

Economics 264

The Big Picture

APRIL 17, 2025

Two managers of a single-family office siphoned off so much money that each became a billionaire. Other than a handful of superstar managers (most of whose funds you cannot get into), the vast majority of these managers fail to justify their costs. Do you hang on every word whenever a famous fund manager shows up on TV?

Investments 267

Investments Investing Accounting Startup 267

Wealth Management

JUNE 11, 2024

Explaining the fallacy of a free dividend can overcome both investor ignorance and their biases.

Education 324

Education Economics 324

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.”

Banking 345

Banking Planning Economics Investing 345

Wealth Management

DECEMBER 5, 2023

EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.

Economics 294

Economics Marketing Marketing 294

Calculated Risk

MARCH 7, 2025

Goods exports were softer than suggested by the Advance Economic Indicators report, while wholesale inventories were slightly firmer. [Mar 7th] emphasis added From Goldman: The details of the trade balance report indeed indicated that elevated gold imports contributed the bulk of increase in imports in January. percent on March 6, up from -2.8

Economics 179

Economics Management Investing Investments 179

The Big Picture

NOVEMBER 8, 2024

 This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai Bureau Chief.

Economics 189

Economics Management 189

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investing Investments Wealth Management 200

Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S. Read More.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics 246

Economics Marketing Marketing Economy 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." finance.yahoo.com) Expect to see alternatives managers talking more openly about their funds. on.ft.com) Robinhood ($HOOD) is teaming with Kalshi on sports markets.

Media 190

Media Retail Economy Management 190

Wealth Management

NOVEMBER 14, 2023

Financial firms are continuing to reduce headcount in response to mounting economic and geopolitical uncertainties, higher rates and a slower pace of dealmaking.

Assets 252

Assets Management Economics 252

Wealth Management

MARCH 21, 2024

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

Economics 290

Economics Financial Advisor Economy Marketing 290

Wealth Management

JANUARY 14, 2025

Nonetheless, investors should focus on building portfolios that are "antifragile." "

Economics 289

Economics Portfolio 289

Wealth Management

OCTOBER 8, 2024

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates.

Economics 288

Economics Marketing Marketing 288

Abnormal Returns

APRIL 4, 2025

Money management Shane Parrish talks with Brookfield CEO Bruce Flatt. bloomberg.com) Meb Faber talks with Mark Haefele, Chief Investment Officer of UBS Global Wealth Management. conversationswithtyler.com) Paul Krugman talks the economics of AI with Erik Brynjolfsson. artofmanliness.com)

Wealth Management 144

Wealth Management Economics Management Investing 144

Wealth Management

JUNE 25, 2023

In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.

Retirement 304

Retirement Wealth Management Risk Management Economics 304

The Big Picture

MARCH 3, 2025

Over that decade plus of doing CNBC, I had become friendly with Big Joe Besecker of Emerald Asset Management. It made me realize that, despite my extensive research into the psychology underlying behavioral economics, I suffered from the exact same cognitive errors as everyone else. that something foul was afoot.1 But it was.

Economics 308

Economics Assets Clients Investments 308

Wealth Management

JULY 23, 2024

Managers favored strategies that would protect them from economic and political volatility.

Assets 286

Assets Economics Management 286

Wealth Management

SEPTEMBER 7, 2023

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether they are in an employee or independent model?

Financial Advisor 306

Financial Advisor Recruitment Economics 306

Wealth Management

APRIL 25, 2024

Astoria believes emerging markets will continue to struggle if the dollar strengthens and rates are held.

Economics 290

Economics Marketing Marketing 290

Abnormal Returns

FEBRUARY 14, 2024

Strategy Alternatives managers want in on the defined contribution space. riaintel.com) Do you really need a separate allocation to real estate in your portfolio? morningstar.com) Growth in ETFs are a boon to Jane Street. ft.com) Companies Uber's ($UBER) transformation is complete as the company initiates a stock buyback.

Economics 199

Economics Financial Advising Insurance Media 199

Wealth Management

OCTOBER 18, 2024

Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.

Recruitment 298

Recruitment Economics Clients 298

Abnormal Returns

JANUARY 23, 2025

Bartels, "Support for populist parties and candidates in contemporary Western democracies is driven primarily not by economic grievances but by cultural concerns." theatlantic.com) A profile of Adrian Wojnarowski, general manager of the St. (baynature.org) Non-native pink salmon are invading Norwegian rivers. lithub.com)

Economics 184

Economics Management 184

Nerd's Eye View

APRIL 25, 2023

Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., that oversees $143 million in assets under management (AUM) for nearly 75 client households. Welcome back to the 330th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ari Weisbard.

Management 246

Management Financial Advisor Clients Ethics 246

Wealth Management

APRIL 5, 2023

Newmark’s managing director of geopolitical strategy consulting talks about the risks and opportunities the current economic and political climate brings.

Consulting 288

Consulting Economics Management 288

Abnormal Returns

OCTOBER 13, 2024

humbledollar.com) Fund management Why personalization could be coming for target date funds. riabiz.com) How short-term interest rates affect managed futures fund returns. rogersplanning.blogspot.com) Cities Detroit is experiencing an economic rebound. vox.com) Economic warfare doesn't work out how you would think.

Financial Advising 273

Financial Advising Government Economics Media 273

Calculated Risk

OCTOBER 12, 2022

Most participants remarked that, although some interest-sensitive categories of spending—such as housing and business fixed investment—had already started to respond to the tightening of financial conditions, a sizable portion of economic activity had yet to display much response. emphasis added

Communication 363

Communication Economics Risk Management Management 363

Wealth Management

MARCH 26, 2024

It could lead to lower equity returns for Investors.

Economics 298

Economics 298

Wealth Management

JANUARY 4, 2023

A new study from the Federal Reserve finds that among professional investors, neither intelligence nor other personality traits and cognitive skills matter much.

Economics 272

Economics 272

The Big Picture

JANUARY 3, 2025

Additionally, Sunaina serves as Chairman of the Board of Directors of SFC Energy AG and on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023.

Portfolio Management 162

Portfolio Management Assets Management Economics 162

Abnormal Returns

AUGUST 25, 2024

Strategy Another star manager, another disaster for investors. Vance's hometown of Middletown, OH is experiencing an economic turnaround. papers.ssrn.com) Is economic globalization really going in reverse? apolloacademy.com) The economic schedule for the coming week. politico.com) The U.S.

Financial Advising 272

Financial Advising Economics Media Economy 272

The Big Picture

NOVEMBER 15, 2023

Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) Manage all of the above toward your financial goals and plan. March 3, 2023) How to Use Behavioral Finance in Asset Management: Part I , Part II , Part III _ 1. Don’t drink! Eat healthy and exercise! Get enough sleep!

Investing 344

Investing Investments Portfolio Economics 344