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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

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.

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Adviser links: after-tax returns

Abnormal Returns

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.

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Friday links: common investment knowledge

Abnormal Returns

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.

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Friday links: irresponsible investing

Abnormal Returns

ft.com) Venture capital Most companies are not suitable for a venture capital investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. Then check out our weekly e-mail newsletter.

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Tuesday links: investing humility

Abnormal Returns

wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right. behaviouralinvestment.com) The more a fund investing in alternatives, the more it needs to manage cash requirements.

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Regulators Must Distinguish Financial Advisement from Investment Advisement

Wealth Management

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

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Friday links: the most important investing skill

Abnormal Returns

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.