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

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 261

Financial Advising Investing Investments Media 261

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 91

Financial Advising Financial Planning Planning Investing 91

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

Wealth Management

MAY 13, 2024

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

Financial Advising 111

Financial Advising Investing Investments Insurance 111

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

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

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 262

Taxes Financial Advising Financial Advice Assets 262

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

NOVEMBER 4, 2024

podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. advisorperspectives.com) How one adviser focused on nurses as a niche. wsj.com) Advisers The pros and cons of operating a remote wealth management firm.

Wealth Management 159

Wealth Management Financial Advising Wealth Advisor Compliance 159

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 273

Financial Advising Assets Retirement Economy 273

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 276

Financial Advising Economy Assets Insurance 276

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 276

Financial Advising Media Economy Investments 276

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 276

Financial Advising Startup Manufacturing Media 276

Abnormal Returns

MARCH 5, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Investing 130

Investing Investments Startup Math 130

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 296

Financial Advising Media Assets Economy 296

Abnormal Returns

AUGUST 23, 2022

abnormalreturns.com) Adviser links: another curve ball. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) Earlier on Abnormal Returns Research links: multiple expansion. abnormalreturns.com) What you missed in our Monday linkfest.

Investing 130

Investing Investments Financial Advising Insurance 130

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 261

Financial Advising Wealth Management Management Taxes 261

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 275

Financial Advising Startup Manufacturing Media 275

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 274

Startup Financial Advising Media Economy 274

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 294

Financial Advising Economy Media Economics 294

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 276

Financial Advising Food Economy Media 276

Abnormal Returns

OCTOBER 6, 2024

humbledollar.com) Don't make your investing more complicated than it needs to be. flyoverstocks.com) Investing doesn't need to be flashy to succeed. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy If diversification is good, why not diversify globally?

Financial Advising 275

Financial Advising Economy Food Insurance 275

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 266

Marketing Marketing Financial Advising Media 266

Abnormal Returns

NOVEMBER 10, 2022

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

Investing 130

Investing Investments Financial Advising Media 130

Abnormal Returns

OCTOBER 15, 2024

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? (wsj.com) Some brands have entered their DGAF phase. fastcompany.com) AI is coming to 'optimize' work schedules.

Financial Advising 280

Financial Advising Retail Media Government 280

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

SEPTEMBER 30, 2024

apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. axios.com) Earlier on Abnormal Returns Adviser links: AI-assisted financial advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) OpenAI has an ongoing need for capital.

Financial Advising 263

Financial Advising Financial Advice Economy Media 263

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 287

Financial Advising Media Economy Investing 287

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 296

Financial Advising Startup Manufacturing Media 296

Abnormal Returns

AUGUST 22, 2024

wealthmanagement.com) Fund management How passive investing has created market inefficiencies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) Credit card companies are adding additional perks like lounges at concert venues. ft.com) Bill Ackman is having a rough summer.

Financial Advising 272

Financial Advising Media Manufacturing Economy 272

Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Are rate cuts going to help boost startup exits? tomtunguz.com) You can't spell private equity without dividend recap.

Financial Advising 273

Financial Advising Startup Manufacturing Economy 273

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 97

Financial Advising Investing Investments 97

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 274

Retirement Financial Advising Financial Planning Portfolio 274

Abnormal Returns

JULY 29, 2024

ft.com) AI Matteo Wong, "Even if generative AI is a bubble, that still doesn’t mean all this investment is for nought." sherwood.news) Earlier on Abnormal Returns Adviser links: loving encouragement. sherwood.news) Earlier on Abnormal Returns Adviser links: loving encouragement. Then check out our weekly e-mail newsletter.

Financial Advising 263

Financial Advising Media Government Investments 263