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. kitces.com) 9 questions for Bob Veres about future of wealth management. morningstar.com) Financial advisers are warming to crypto. 199A deductions. axios.com)

Wealth Management 159

Wealth Management Financial Advising Wealth Advisor Valuation 159

Abnormal Returns

JANUARY 20, 2023

(variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. ft.com) Startups How unicorns are dealing with the decline in valuations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? on.ft.com) The CPA shortage is real.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

DECEMBER 26, 2022

Annamaria Lusardi about the importance of financial literacy. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. squarespace.com) CI Financial ($CIXX) is moving forward with an IPO of its U.S. (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof.

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

Abnormal Returns

JANUARY 18, 2023

washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. institutionalinvestor.com) The biz Affiliated Managers Group ($AMG) is in the business of buying minority RIA stakes. riaintel.com) Practice management More advisers are choosing to craft their practices around their values.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52