BNP Paribas approached Dutch government about ABN Amro acquisition
Financial Times M&A
JUNE 17, 2022
Deal would be first major move in long-expected wave of consolidation across Europe’s banking sector
June, 2022
119 
Staying Positive
A VC: Musings of a VC in NYC
JUNE 21, 2022
The last six months have been a challenging time for tech and tech startups. Macro events have weighed on the sector, valuations have come crashing down, revenue growth has slowed (or stopped), and layoffs are happening across the sector. Many of the folks I work with are frustrated. The things that were working in their business stopped working and they can’t get it moving again.
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Trending Sources
SEC investigating Goldman Sachs for ESG claims
Financial Times: Moral Money
JUNE 10, 2022
US regulator has been putting more focus on potential ‘greenwashing’ in finance
Trending This Tuesday, June 28, 2022
FMG
JUNE 28, 2022
For the last “Trending This Tuesday” of June, we have some awesome marketing articles for you! With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup. 1. Can You Still Tell A Fantastic Story With A Technical Topic? via Perfectly Planned Content. You can find story-telling in some pretty unlikely places, and it’s beneficial in almost all aspects of marketing.
Why useless financial advisor rankings lists should be put to rest!
Sara Grillo
JUNE 2, 2022
This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list.
Lessons From Inflation’s Return
Fortune Financial
JUNE 21, 2022
Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.
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More Trending
The Case For EVs
A VC: Musings of a VC in NYC
JUNE 27, 2022
The Gotham Gal and I own five EVs and have been driving electric-powered cars since 2014. I don’t drive gas-powered cars and haven’t for a few years now. We have purchased two Chevy Bolts, two Tesla Model Ss, and one Rivian truck. I love the instant acceleration you get from an EV, I enjoy driving mostly with just one foot due to the fact that EVs accelerate and brake using the accelerator pedal, I like that I can charge my car every night at home (using solar panels on our roofs) an
Aviva explores using shareholder money to fund infrastructure projects
Financial Times: Moral Money
JUNE 4, 2022
Insurance group wants to back early-stage investments with a social purpose
Two Stories to Help You Explain What You Do
Don Connelly & Associates
JUNE 6, 2022
I have a thought I want you to pass on to your clients. Tell them this from me. The only people who lose weight are the people who hire trainers. People that buy equipment and put it in a house don't use the equipment. How many times have you seen a treadmill with a neck tie or a blouse hanging on it? You're the trainer. You make them do sit ups and you get them on the treadmill.
The Wealthfront Cash Account Now Has a 1.40% APY
Wealthfront
JUNE 17, 2022
We’re thrilled to announce we’re raising the APY on the Wealthfront Cash Account from 0.85% to 1.40% following the Federal Reserve’s decision to raise the target range for the federal funds rate. That means your cash will earn nearly 20x the interest at Wealthfront it would earn in a traditional savings account. And of course, […]. The post The Wealthfront Cash Account Now Has a 1.40% APY appeared first on Wealthfront Blog.
10-minute boosts for your financial content marketing
Investment Writing
JUNE 6, 2022
Financial content marketing helps you to attract new clients by boosting your visibility and showing that you can solve their problems. Great financial content takes time to create. But you don’t always have big chunks of time to devote to your content strategy, writing, editing, and promotion. Don’t despair! You can give your content a boost when you have as little as 10 minutes to spare.
Golden shares: a tarnished solution that smacks of protectionism
Financial Times M&A
JUNE 3, 2022
State shares take a toll in terms of performance and free markets
The Partnership
A VC: Musings of a VC in NYC
JUNE 12, 2022
I have worked in three venture capital firms in the thirty-six years I have been doing venture capital investing. They have all been small partnerships, between three and seven investing partners, where there is little to no hierarchy amount the partners. There are many models out there for building and managing investment firms. They vary from a single partner to an organization structure that looks like a Fortune 500 company.
Investors ‘keep faith with ESG funds’
Financial Times: Moral Money
JUNE 23, 2022
Wealth managers say most clients remain committed to greener assets
How to Plan Around Inflation
Integrity Financial Planning
JUNE 29, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point? What is the inflation rate that Brian factors into financial plans?
What Is Compounding and Why Is It Important?
Wealthfront
JUNE 13, 2022
When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the name for when your earnings […].
Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022 | Hubly
Hubly
JUNE 28, 2022
New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.
Broadcom’s $69bn VMware deal set for lengthy EU antitrust investigation
Financial Times M&A
JUNE 23, 2022
Brussels competition regulators plan detailed probe in move that will delay acquisition
The Gillibrand Lummis Bill
A VC: Musings of a VC in NYC
JUNE 7, 2022
New York Senator Gillibrand and Wyoming Senator Lummis have teamed up to propose a bi-partisan bill that would shift much of the regulatory oversight of crypto assets from the SEC to the CFTC, acknowledging that these tokens are much more like commodities than securities. The details of the bill will be made public today and then there will be a lot of feedback from elected officials, regulators, and industry.
Business leaders need to speak up for democracy
Financial Times: Moral Money
JUNE 30, 2022
Staying silent might be easier but it could damage both company reputations and the US political economy
Take Full Advantage of XYPN Membership With Your Member Experience Specialist
XY Planning Network
JUNE 27, 2022
5 MIN READ. Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Specialist. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is assigned to one Member Experience Specialist from
Financial Advisor Do’s and Don’ts During Extreme Market Volatility
Don Connelly & Associates
JUNE 27, 2022
Financial advisors play a vital role in helping clients achieve their most important financial goals. But where they really earn their fees is during times like these, when helping clients navigate the choppy waters of extreme market volatility. Clients look to their advisors to guide them through scary times and reassure them that everything will be okay.
Why Clients Leave Their Financial Advisors and How to Prevent it | Hubly
Hubly
JUNE 28, 2022
Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.
Khan vows ‘muscular’ US antitrust approach on private equity deals
Financial Times M&A
JUNE 8, 2022
FTC chair warns of ‘life and death consequences’ when buyout groups own broad sectors of economy
MISTAKE MONDAY for June 27: Can YOU spot what’s wrong?
Investment Writing
JUNE 27, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. This item has multiple mistakes, but there’s one big one that caught my eye. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for June 27: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
BHP sets biodiversity targets in ‘social value’ push
Financial Times: Moral Money
JUNE 28, 2022
Miner aims for 30% of its land and water under conservation, restoration or regeneration programmes
During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167
Financial Symmetry
JUNE 27, 2022
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important … Continued. The post During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167 appeared first on Financial Symmetry, Inc.
The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022
XY Planning Network
JUNE 23, 2022
4 MIN READ. In 2018, Simidele (sim-me-day-lay) Adeagbo (ah-day-ahg-bow) became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton (a sport in which athletes hurl themselves headfirst on a sled down an icy hill at 80 miles an hour) at the Olympics. All while navigating a predominantly Eurocentric, male-dominated sport on the world's biggest stage, where a woman of color had never been represented.
Financial Advisor Dress Code for Success
Conneqtor
JUNE 23, 2022
Ideal employees don’t wear suits. Software engineers only wear hoodies. Tech innovators don turtlenecks. Most financial advisors are taught that to be successful, then we need to dress the part. You want to earn a million, dress like you’ve already reached that point. If you want your handshake to be impactful, strap on that Rolex.
Ben & Jerry’s criticises parent group Unilever over Israel sale
Financial Times M&A
JUNE 30, 2022
Move shows limits of unusual autonomy the US brand retained after its 2000 sale to the UK group
My IBD was just sold. Now what?
Diamond Consultants
JUNE 23, 2022
Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? Here are 4 things that can help you to regain control of your business life. News of major acquisitions of broker dealers is nothing new—particularly in recent years.
Supercar makers start to go electric
Financial Times: Moral Money
JUNE 21, 2022
Tighter emission rules and evolving client demands force producers towards battery powered vehicles
Retirement Income Planning Can Be an Advisor’s Road Map to Growth
Covisum
JUNE 23, 2022
I’m sure you spend loads of time figuring out financials for your clients. But, when was the last time you spent the same amount of time on your business? Building a road map for your business is crucial, especially if you own, operate, or work for a small-to-medium-sized RIA.
Teaching Kids About Financial Literacy
Integrity Financial Planning
JUNE 22, 2022
How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run. Inflation means that prices for everything is going up. Delta Dental found in a poll that kids received more than $5 a tooth from the “tooth fairy” this year! Is this a teachable moment for your kids?
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