Abnormal Returns

AUGUST 1, 2023

ft.com) Retail Suburban malls are now selling for pennies on the dollar. abnormalreturns.com) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Retail Media Economy 246

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 246

Retirement Commission Banking Financial Advising 246

Abnormal Returns

JULY 23, 2023

ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (humbledollar.com) Finance Ken Bui, "Private equity sucks the good out of American products and businesses."

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

MARCH 19, 2023

rationalwalk.com) How Covid changed retail (and restaurants). nytimes.com) Medicare Advantage plan decisions are being made using AI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Companies Growth in spending on SaaS services is slowing.

Financial Advising 244

Financial Advising Retail Media Banking 244

Abnormal Returns

AUGUST 24, 2024

nytimes.com) Why don't more retail stores install solar panels? nbcnews.com) Vanderbilt University plans to build a new campus in West Palm Beach, FL. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (thecooldown.com) Biofuels have yet to reach commercial viability.

Financial Advising 286

Financial Advising Food Retail Media 286

Abnormal Returns

SEPTEMBER 11, 2024

(barrons.com) GameStop ($GME) is sitting on a pile of cash, thanks to retail investors. sherwood.news) Sports betting Fox plans to exercise its 18.6% sherwood.news) Why China is planning to raise its retirement age. abnormalreturns.com) Elder financial fraud is only going up. wsj.com) Of course, xAI cut some corners.

Financial Advising 162

Financial Advising Retail Media Retirement 162

Abnormal Returns

APRIL 24, 2023

investmentnews.com) Annuities are coming to a 401(k) plan near you. investmentnews.com) Charles Schwab ($SCHW) is rapidly transitioning retail TDA accounts. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers.

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Abnormal Returns

OCTOBER 5, 2022

howardlindzon.com) Retail American retailers are once again opening locations on a net-basis. wsj.com) Goodwill is planning to compete with other luxury resales sites. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) What next for Twitter ($TWTR)?

Financial Advising 147

Financial Advising Retail Economy Media 147

Abnormal Returns

JUNE 3, 2023

bbc.com) Water Some planned housing developments in Arizona are being halted due to a lack of groundwater. npr.org) Cannabis There is plenty of room to create better cannabis retailing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? modernfarmer.com) Farming The U.S.

Financial Advising 245

Financial Advising Media Transportation Medical 245

Abnormal Returns

FEBRUARY 15, 2023

restofworld.org) Air India is planning to buy 470 planes from Airbus and Boeing ($BA). bbc.com) Economy Warm weather helped drive strong January retail sales. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Reddit is looking to go public in the second half of 2023.

Financial Advising 130

Financial Advising Media Retail Economy 130

Abnormal Returns

OCTOBER 14, 2022

theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI). npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Carson Wealth

JANUARY 14, 2023

Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

AdvisorPR

OCTOBER 28, 2020

Some referral sources are more obvious than others but think not just of your service category (financial planning) but also of the age group that you prefer to work with. Estate Planning Attorneys. Personal shoppers / high-end retail experiences. Immediate Circle – Complementary Professionals. Golf or tennis pros.

Consulting 52

Consulting Financial Planning Clients Education 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. Sort of like a financial think tank? We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other.

Management 278

Management Assets Portfolio Investing 278

Brown Advisory

JANUARY 1, 2023

Our financial investments include: micro-lending in Indonesia (PT Bank Rakyat), life insurance across Asia (AIA Group), Brazilian and Germany equity and futures exchanges (B3 and Deutsche Boerse), global credit ratings (Moody’s), U.S. This helps enable customers to plan long-term investments by locking in future rates.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. This is a system geared for high earners,” one expert said. ( New York Times ) see also The U.S.

Retirement Planning 130

Retirement Planning Financial Advising Retirement Assets 130

Aleph

JANUARY 14, 2023

There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.” There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone.

Math 59

Math Assets Banking Government 59

Abnormal Returns

NOVEMBER 23, 2024

axios.com) Retailers are starting to see a payoff to installing EV chargers. washingtonpost.com) A startup, Inversion, is planning to deliver goods via space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? EVs American drivers love big SUVs. EV makers are responding.

Medicine 147

Medicine Food Electronics Financial Advising 147