Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets European natural gas prices are back down to Q4 2021 levels. ft.com) Zero day options are growing in popularity. abnormalreturns.com) Longform links: renewables growth.

Investing 245

Investing Investments Financial Advising Media 245

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Why PE firms are reluctant to put 'dry powder' to work. ft.com) Startups How unicorns are dealing with the decline in valuations.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

FEBRUARY 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: good guest guidelines. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the CNBC paradox.

Investing 263

Investing Investments Financial Advising Media 263

Wealth Management

NOVEMBER 15, 2024

Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.

Financial Advising 230

Financial Advising Financial Planning Planning Investing 230

Abnormal Returns

AUGUST 18, 2023

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

Investing 245

Investing Investments Financial Advising Startup 245

Abnormal Returns

OCTOBER 19, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (economist.com) Earlier on Abnormal Returns Longform links: our gamified lives. abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: slowing down.

Financial Advising 263

Financial Advising Investing Investments Media 263

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 246

Investing Investments Retirement Planning Financial Advising 246

Abnormal Returns

NOVEMBER 9, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Research links: return on capital. abnormalreturns.com) Can a business go from 'extreme reliability' to 'unreasonable hospitality'? Then check out our weekly e-mail newsletter.

Investing 246

Investing Investments Financial Advising Advertising 246

Abnormal Returns

MAY 24, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (businessinsider.com) Earlier on Abnormal Returns Personal finance links: solved problems. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: costly bond funds.

Investing 244

Investing Investments Financial Advising Startup 244

Abnormal Returns

JANUARY 22, 2025

disciplinefunds.com) Investing is hard because the future is uncertain. spyglass.org) Google ($GOOGL) is making an additional investment in Anthropic. ft.com) Finance Why PE managers are tapping non-traditional sources of capital, like financial advisers. (awealthofcommonsense.com) How U.S.

Financial Advising 147

Financial Advising Insurance Media Economy 147

Wealth Management

MARCH 11, 2024

The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.

Financial Advising 211

Financial Advising Investing Investments 211

Abnormal Returns

JANUARY 13, 2025

morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. thinkadvisor.com) How technology is helping advisers do their real job - helping clients.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Abnormal Returns

JUNE 18, 2024

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. abnormalreturns.com) Adviser links: Roth crazy. behaviouralinvestment.com) Why trading off news headlines is a bad idea.

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

JUNE 24, 2024

standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for. 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

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 246

Financial Advising Compliance Advertising Marketing 246

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 289

Financial Advising Media Economy Investments 289

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. riabiz.com) Joe Duran's RIse Growth Partners just made its first (big) investment. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

Wealth Management

NOVEMBER 15, 2024

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.

Financial Advising 243

Financial Advising Investing Investments 243

The Big Picture

SEPTEMBER 30, 2022

At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.

Portfolio 297

Portfolio Clients Financial Advising Marketing 297

Abnormal Returns

NOVEMBER 6, 2024

finance.yahoo.com) Apple Apple ($AAPL) is investing in Globalstar to support satellite capabilities. spyglass.org) AI The Novo Nordisk Foundation is investing big in AI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? It's getting cutthroat out there.

Financial Advising 173

Financial Advising Economy Media Sales 173

Abnormal Returns

APRIL 22, 2024

mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason. citywire.com) What private investments RIAs are allocating towards. papers.ssrn.com)

Financial Advising 262

Financial Advising Wealth Management Management Taxes 262

Abnormal Returns

JULY 3, 2024

Strategy Politics and investing don't mix. rogersplanning.blogspot.com) Not all investment decisions are created alike. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? howardlindzon.com) Good luck trying to time market factors. Then check out our weekly e-mail newsletter.

Startup 276

Startup Financial Advising Media Economy 276

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' abnormalreturns.com) Some interesting developments in the financial media space.

Food 278

Food Financial Advising Media Economy 278

Abnormal Returns

SEPTEMBER 26, 2024

ft.com) Investing is simple but not easy. abnormalreturns.com) Personal finance links: assessing your financial situation. 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?

Financial Advising 278

Financial Advising Media Economy Investments 278

Abnormal Returns

DECEMBER 9, 2024

riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice. barrons.com) Advisortech DPL Financial just raised another round of capital. thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown.

Financial Advising 147

Financial Advising Retirement Taxes Planning 147

Abnormal Returns

SEPTEMBER 29, 2024

sherwood.news) Apple Apple ($AAPL) isn't going to invest in OpenAI. 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? i.e. home equity. Then check out our weekly e-mail newsletter.

Financial Advising 297

Financial Advising Economy Media Economics 297

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. calculatedriskblog.com) Manufacturing investment is booming. mrzepczynski.blogspot.com) Apple Apple's ($AAPL) USB-C transition is going to be rocky.

Financial Advising 278

Financial Advising Medical Economy Retail 278

Abnormal Returns

OCTOBER 14, 2024

mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. dariusforoux.com) Lessons learned from 20 years of investing including 'Insurance Is expensive for a reason.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Economy Assets Insurance 278

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. calculatedriskblog.com) New manufacturing facilities attract additional investment. (finance.yahoo.com) China has effectively throttled its startup sector.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

OCTOBER 2, 2024

(riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: realistic deepfakes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) How the cannabis landscape is changing.

Financial Advising 298

Financial Advising Startup Manufacturing Media 298

Abnormal Returns

MAY 20, 2024

rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. tker.co) The 18 best investing blogs of 2024. bloomberg.com) Earlier on Abnormal Returns Adviser links: a fiduciary problem.

Financial Advising 264

Financial Advising Media Economy Investments 264

Abnormal Returns

AUGUST 28, 2024

sherwood.news) Companies Is any media companies actually investable? sherwood.news) The NFL Private equity investments in the NFL are a go. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) The rise of Nvidia ($NVDA) is simply unprecedented.

Marketing 268

Marketing Marketing Financial Advising Media 268

Abnormal Returns

MAY 17, 2024

theirrelevantinvestor.com) There are two approaches to investing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (barrons.com) Bonds seem to have bottomed. allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Abnormal Returns

JULY 24, 2024

humansvsretirement.com) Barry Ritholtz talks impact investing with Soraya Darab of TMV. bnnbloomberg.ca) Investing How much equity risk can you really take? humbledollar.com) Investing in real estate is not for everyone. humbledollar.com) Personal finance Financial plans are made to be broken. nytimes.com)

Retirement 276

Retirement Financial Advising Financial Planning Portfolio 276

Abnormal Returns

SEPTEMBER 27, 2024

theirrelevantinvestor.com) Some investments are an IQ test. 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? Markets Most stocks are working right now. just hit $10 trillion.

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. abnormalreturns.com) Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) The best investors are running their own race. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 289

Financial Advising Communication Media Economy 289