The Big Picture

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Banking 346

Banking Planning Economics Investments 346

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Even those who do have an interest in marketing may find it challenging to dedicate the time to do it well.

Marketing 246

Marketing Marketing Communication Engineering 246

The Big Picture

MARCH 18, 2025

Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions? How can we re-engineer our media consumption to make it more useful to our needs?

Investments 318

Investments Investing Math Media 318

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Wealth Management

MAY 3, 2024

Sixth Street has held preliminary talks with potential investors about the vehicle, which will seek to invest in sports teams and leagues, media rights and related businesses.

Planning 256

Planning Media Investing Investments 256

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. For instance, many people feel overwhelmed by retirement planning.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Nerd's Eye View

MARCH 3, 2025

Advisor-focused AI meeting note solution Jump has completed a $20 million funding round, which reinforces its status as the emerging market leader in the crowded AI meeting note category – a status that may only increase from here if AI meeting notes, like most established AdvisorTech categories, evolves into a "winner-take-all" market where (..)

Estate Planning 173

Estate Planning Portfolio Management Communication Planning 173

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Abnormal Returns

FEBRUARY 14, 2025

axios.com) It's hard to plan when the U.S. abnormalreturns.com) Mixed media Rural women are increasingly saying no to marriage. (spyglass.org) Apple TV should lean into live channels. sixcolors.com) Contracts When the government pulls money from an account without authority. government is breaking legal contracts. Well, you should.

Advertising 173

Advertising Government Manufacturing Media 173

Abnormal Returns

DECEMBER 23, 2024

on.ft.com) Private credit is planning to take bigger chunk of the overall credit markets. abnormalreturns.com) Mixed media Om Malik, "None of the media business models will work in the future neither advertising nor paywalls." daringfireball.net) Large swaths of the media are falling in line with the new administration.

Advertising 147

Advertising Media Banking Accounting 147

Abnormal Returns

MARCH 26, 2025

Crypto Fidelity Investments is planning to launch its own stablecoin. abnormalreturns.com) Mixed media 2025 MLB team values, via Forbes, with the average coming in at $2.6 ft.com) Gamestop ($GME) has joined the Bitcoin balance sheet trend. bloomberg.com) McKinsey & Co. with their 2025 report on private equity performance.

Media 147

Media Accounting Assets Planning 147

Abnormal Returns

MARCH 24, 2025

politico.eu) Don't hold your breath for a Marshall Plan for Ukraine. abnormalreturns.com) Mixed media Park Avenue is still a hot office building destination. They accidentally added a journalist to their chat. theatlantic.com) X has blocked access to opposition accounts in Turkey. abnormalreturns.com) Top clicks last week on the site.

Media 162

Media Government Accounting Economy 162

The Big Picture

OCTOBER 19, 2023

Diving deep down this rabbit hole, I pulled some interesting data from the Nieman Media lab at Harvard (via Bruce Melman ). While the past few decades have been challenging to all media companies, the 2010s seems to be when they shifted their online presence to a much more aggressive stance. We are what we eat, media diet included.

Media 351

Media Economy Economics Wealth Management 351

Nerd's Eye View

DECEMBER 5, 2023

So, whether you're interested in learning about how to build associate advisor compensation plans and career tracks, how to leverage a multi-faceted marketing approach to generate client leads, or what it looks like to roll up into a larger RIA, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jeff Brown.

Compensation Planning 245

Compensation Planning Planning Financial Advisor Clients 245

Nerd's Eye View

MARCH 17, 2025

In practice, rapid adoption of AI Notetakers has been expedited both by the media's fixation on Artificial Intelligence (which has highlighted a wide range of AI solutions like Fathom, Fireflies, and Otter) and by the rollout of AI Notetakers within existing platforms (from Microsoft's CoPilot to Zoom's AI Companion).

Financial Advisor 147

Financial Advisor Clients Financial Planning Professional Services 147

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. newsletter.abnormalreturns.com) Mixed media Three ways that taking a vacation helps well-being. (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

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Abnormal Returns

JANUARY 13, 2025

davenadig.substack.com) The case against private equity in 401(k) plans. abnormalreturns.com) Mixed media The best creators have an authentic relationship with their fans. (wsj.com) Fund management Don't confuse 'yield' for a return of capital. jeffreyptak.substack.com) Private company shares in an ETF can get complicated, quickly.

Media 162

Media Planning Management Marketing 162

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. newsletter.abnormalreturns.com) Mixed media The cost of attending some colleges will soon top $100,000 a year. betterletter.substack.com) Companies BP ($BP) is the cheapest stock among the giants.

Food 278

Food Financial Advising Media Economy 278

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. blockworks.co) Media Bob Iger is facing multiple challenges at Disney ($DIS). newsletter.abnormalreturns.com) Mixed media Technology can't prevent us from experiencing grief.

Financial Advising 278

Financial Advising Media Economy Sales 278

Abnormal Returns

FEBRUARY 8, 2025

Autos Honda ($HMC) is planning to launch two new EVs. abnormalreturns.com) Mixed media A sensible plan to put Social Security on the right track. thecooldown.com) A first-hand experience with Super Cruise on I-95. wapo.st) ATC Air traffic control failures may now be a bigger risk than mechanical malfunctions. Well, you should.

Food 182

Food Startup Planning Media 182

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. bonddad.blogspot.com) Economic growth is running around 2%.

Financial Advising 264

Financial Advising Startup Media Economy 264

The Big Picture

SEPTEMBER 28, 2022

You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Financial Plan. Media Consumption. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc. The Cult of Fed Haters? Elections. Portfolio.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

OCTOBER 15, 2023

marginalrevolution.com) What complaints Americans have about Medicare Advantage plans. newsletter.abnormalreturns.com) Mixed media The case for cutting Twitter out of your life. wired.com) Patronage as an online media model. Was it worth it? disciplinefunds.com) Why getting malaria vaccines out into the world is so important.

Financial Advising 288

Financial Advising Media Retail Economy 288

Abnormal Returns

AUGUST 12, 2024

ft.com) Media Why Apple ($AAPL) should. newsletter.abnormalreturns.com) Mixed media Anduril is the leading company among the new wave of tech-focused defense startups. Markets Callie Cox, "Your portfolio’s success depends on your behavior during the wild panics." optimisticallie.com) Just how high did the VIX get last week?

Planning 147

Planning Financial Advising Startup Media 147

Abnormal Returns

OCTOBER 27, 2023

ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. (fa-mag.com) corporate.vanguard.com) Media The entertainment business needs a hard reset. variety.com) Vibes Michael Batnick, "News and social media are a drag on happiness. (economist.com) Byron Wien RIP, Byron Wien.

Media 277

Media Financial Advising Economy Numbers 277

Nerd's Eye View

MAY 17, 2024

Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts.

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

JULY 14, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while the new social media app Threads, designed to compete with Twitter, has surpassed 100 million users in its first week alone, its potential utility for advisors remains unclear and has raised compliance concerns for advisors (..)

Financial Planner 246

Financial Planner Compliance Media Retirement 246

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Abnormal Returns

OCTOBER 4, 2023

etf.com) Media What Disney ($DIS) learned from the, ultimately successful, release of 'Elemental.' washingtonpost.com) Earlier on Abnormal Returns Personal finance links: a bad plan. newsletter.abnormalreturns.com) Mixed media We enjoy getting stuff done, but how much is too much? Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Media Numbers Planning 264

Abnormal Returns

AUGUST 1, 2024

ft.com) A Q&A with Brendan Ballou, author of "Plunder: Private Equity’s Plan to Pillage America." sportico.com) The new NBA media rights deal is going to pressure RSNs even more. newsletter.abnormalreturns.com) Mixed media Emotional contagion is sneaky. Discovery will cost $42.99 Then check out our weekly e-mail newsletter.

Financial Advising 275

Financial Advising Media Manufacturing Banking 275

Abnormal Returns

JANUARY 16, 2025

awealthofcommonsense.com) How to plan for future lower market returns. abnormalreturns.com) Mixed media Falling fertility rates are going to cause inter-generational tensions. Strategy Stock picking is hard. So is sector picking. theretirementmanifesto.com) Finance Hindenberg Research is calling it quits. Well, you should.

Food 147

Food Economy Media Planning 147

Abnormal Returns

AUGUST 4, 2022

A look at a plan to reverse things. theinformation.com) Social media has lost out to 'recommendation media.' (thereader.mitpress.mit.edu) An excerpt from "The Grieving Brain: The Surprising Science of How We Learn from Love and Loss by Mary-Frances O’Connor. hakaimagazine.com) The hunt is on for places to store carbon dioxide.

Media 246

Media Retirement Planning 246

Abnormal Returns

APRIL 8, 2024

production plans. newsletter.abnormalreturns.com) Mixed media Om Malik, "And not just newsletters — even the rapidly expanding podcast ecosystem is following the all too familiar trajectory of increased output and decreasing quality." Strategy It's way too easy to mislead someone with charts.

Financial Advising 278

Financial Advising Economy Manufacturing Media 278

Abnormal Returns

DECEMBER 11, 2024

finance.yahoo.com) Why private equity wants so badly to get access to 401(k) plans. abnormalreturns.com) Mixed media How to think about holiday tipping. (sherwood.news) Who is going to pay for crypto-enabled consumer fraud? on.ft.com) Alternatives The number of hedge fund startups is dwindling. Well, you should.

Startup 162

Startup Retail Media Economy 162

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. newsletter.abnormalreturns.com) Mixed media AI is in its experimentation phase. (axios.com) Walmart ($WMT) is getting out of the health clinic business. retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs. techcrunch.com)

Financial Advising 289

Financial Advising Communication Media Economy 289

Abnormal Returns

DECEMBER 7, 2023

techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. newsletter.abnormalreturns.com) Mixed media The ad-supported Internet is collapsing in front of our eyes. stratechery.com) The Information stands out as a digital media success, ten years in. thedailybeast.com)

Digital Media 273

Digital Media Electronics Financial Advising Startup 273