Abnormal Returns

JANUARY 29, 2024

kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning. standarddeviationspod.com) Advisortech Advisers just want technology that works. theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'?

Financial Advising 263

Financial Advising Financial Planning Risk Management Clients 263

Abnormal Returns

DECEMBER 16, 2024

morningstar.com) How sensitive are retirement planning models to capital market assumptions? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thinkadvisor.com) What makes for a real financial adviser? Then check out our weekly e-mail newsletter.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Abnormal Returns

JANUARY 13, 2025

(advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. morningstar.com) Financial advisers are warming to crypto. citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. axios.com)

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

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

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. wsj.com) Apple ($AAPL) is planning to launch Stolen Device Protection. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good thing his hedge fund is performing well.

Financial Advising 272

Financial Advising Media Economy Economics 272

Abnormal Returns

JUNE 24, 2024

(downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. Why you need a plan. papers.ssrn.com) How to use Google Reviews for testimonials while being SEC compliant. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." wealthmanagement.com)

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

APRIL 8, 2024

production plans. econbrowser.com) Earlier on Abnormal Returns Adviser links: elder finances. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy It's way too easy to mislead someone with charts. radreads.co) Companies Taiwan Semi ($TSM) is doubling down on its U.S.

Financial Advising 278

Financial Advising Economy Manufacturing Media 278

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. abnormalreturns.com) Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) Walmart ($WMT) is getting out of the health clinic business.

Financial Advising 289

Financial Advising Communication Media Economy 289

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike.

Planning 188

Planning Food Financial Advising Startup 188

Abnormal Returns

JANUARY 15, 2024

(obliviousinvestor.com) It's hard to say you are a holistic financial adviser without tax management. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. thinkadvisor.com) Advisers Financial planning is seeing a battle between growing complexity and rising technology.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

OCTOBER 30, 2023

thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. morningstar.com) How working with UNHW clients is different.

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

Abnormal Returns

NOVEMBER 27, 2023

Podcast Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. docs.google.com) The Smoke Show Why advisers need to keep up on changes in the technology space. kitces.com) Advisers The upside of the Dave Ramsey controversy. wsj.com) Some money discussions to have at the holidays.

Financial Advising 278

Financial Advising Retirement Management Sales 278

Abnormal Returns

AUGUST 5, 2024

theirrelevantinvestor.com) Investors need to plan for down markets. econbrowser.com) Earlier on Abnormal Returns Adviser links: the RMD mentality. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Market sentiment got way too bullish.

Ethics 278

Ethics Financial Advising Media Economy 278

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 264

Financial Advising Financial Advice Economy Media 264

Abnormal Returns

NOVEMBER 21, 2023

investmenttalk.co) Crypto Another domino falls in the crypto space as Binance CEO CZ plans to plead guilty to money laundering charges. abnormalreturns.com) Adviser links: a one-way street. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ofdollarsanddata.com) Why moats matter.

Financial Advising 278

Financial Advising Media Economy Sales 278

Abnormal Returns

DECEMBER 23, 2024

investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Only 4 in 10 RIAs have a succession plan. riabiz.com) FINNY is using AI to help match prospects with advisers. financial-planning.com) How to reduce bias in your hiring process. riaintel.com) Annuity sales are booming.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

Abnormal Returns

MARCH 13, 2024

barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) Online platforms are increasingly at-risk at being flooded by generative AI. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 316

Financial Advising Valuation Retail Media 316

Abnormal Returns

APRIL 12, 2024

msn.com) StubHub is planning to go public this year. abnormalreturns.com) Some interesting developments in the financial media space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? betterletter.substack.com) Companies BP ($BP) is the cheapest stock among the giants.

Food 278

Food Financial Advising Media Economy 278

Abnormal Returns

JUNE 27, 2024

carsongroup.com) Strategy Investing is planning. abnormalreturns.com) Personal finance links: financial stress. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets By this measure, the stock market is at record-high concentration. Then check out our weekly e-mail newsletter.

Financial Advising 277

Financial Advising Startup Valuation Manufacturing 277

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 277

Financial Advising Startup Retail Media 277

Abnormal Returns

NOVEMBER 16, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. 9to5mac.com) The case for switching to a discount cellular plan.

Asset Allocation 264

Asset Allocation Financial Advising Insurance Communication 264

Abnormal Returns

OCTOBER 31, 2024

theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Crypto Crypto volume is up at Robinhood ($HOOD). coindesk.com) Coinbase ($COIN) is buying back shares. wsj.com) How Florida's new condo laws are playing out.

Financial Advising 162

Financial Advising Economy Media Numbers 162

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. abnormalreturns.com) Research links: the downsides of diversification.

Financial Advising 264

Financial Advising Startup Media Economy 264

Abnormal Returns

SEPTEMBER 27, 2024

nytimes.com) How China plans to boost the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) What restaurants offer customers on their birthday. eater.com) Will robotic food delivery ever become profitable? wsj.com) Do you remember the 'recession' of 2022?

Financial Advising 278

Financial Advising Food Economy Media 278

Abnormal Returns

APRIL 1, 2024

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Not everyone is happier in retirement.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Abnormal Returns

AUGUST 30, 2023

wapo.st) Planning A lot of personal finance questions come down to 'it depends.' humbledollar.com) Comparing ChatGPT against a human financial adviser. (morningstar.com) Why so many people fear entering retirement. bestinterest.blog) Six personal finance mistakes including 'Constructing an unwieldy portfolio.'

Financial Advising 263

Financial Advising Retirement Insurance Banking 263

Abnormal Returns

NOVEMBER 26, 2023

politico.com) How a plan to reform title insurance got sidetracked. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? marginalrevolution.com) A review of 'Plunder: Private Equity’s Plan to Pillage America' by Brendan Ballou. (papers.ssrn.com) How garment workers in the U.S.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Abnormal Returns

OCTOBER 15, 2023

marginalrevolution.com) What complaints Americans have about Medicare Advantage plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Was it worth it? disciplinefunds.com) Why getting malaria vaccines out into the world is so important. Then check out our weekly e-mail newsletter.

Financial Advising 288

Financial Advising Media Retail Economy 288

Abnormal Returns

SEPTEMBER 12, 2024

semafor.com) Finance JP Morgan Chase ($JPM) and Bank of America ($BAC) plan to limit bankers' hours. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Moderna ($MRNA) is slashing its R&D pipeline. barrons.com) Former employees of Crowdstrike Holdings ($CRWD) speak out.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

JUNE 9, 2024

wsj.com) A plan to invest and accelerate agricultural productivity. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Policy What happens if the 2017 tax cuts lapse. wsj.com) Investing in ports has positive spillover economic effects. Then check out our weekly e-mail newsletter.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

Abnormal Returns

OCTOBER 17, 2024

bloomberg.com) Defined benefit plans make a lot less sense when workers change jobs more frequently. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Work Meta ($META) fired a bunch of workers for abusing meal credits. crr.bc.edu) How remote workers can help a local economy.

Financial Advising 276

Financial Advising Communication Assets Economy 276

Abnormal Returns

OCTOBER 4, 2023

washingtonpost.com) Earlier on Abnormal Returns Personal finance links: a bad plan. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (pro.morningconsult.com) What comes after 'peak TV'? abnormalreturns.com) What you missed in our Tuesday linkfest.

Financial Advising 264

Financial Advising Media Numbers Planning 264

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. sherwood.news) Should a startup ever spend $1.8 million on a URL?

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Abnormal Returns

AUGUST 12, 2024

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

Planning 147

Planning Financial Advising Startup Media 147

Abnormal Returns

JULY 24, 2024

humbledollar.com) Personal finance Financial plans are made to be broken. morningstar.com) How to find a good financial adviser. (whitecoatinvestor.com) How simple is too simple when it comes to a portfolio? humbledollar.com) Investing in real estate is not for everyone. signaturefd-3437664.hs-sites.com) nytimes.com)

Retirement 276

Retirement Financial Advising Financial Planning Portfolio 276

Abnormal Returns

AUGUST 1, 2024

ft.com) A Q&A with Brendan Ballou, author of "Plunder: Private Equity’s Plan to Pillage America." abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) Who is next line in to takeover Blackrock ($BLK) from Larry Fink? Discovery will cost $42.99

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Is there an ideal level of inflation? klementoninvesting.substack.com) Crypto Bankrupt FTX says it will pay out customers in whole.

Financial Advising 262

Financial Advising Media Accounting Economy 262