June, 2022

article thumbnail

BNP Paribas approached Dutch government about ABN Amro acquisition

Financial Times M&A

Deal would be first major move in long-expected wave of consolidation across Europe’s banking sector

Banks 115
article thumbnail

Staying Positive

A VC: Musings of a VC in NYC

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.

Startups 105
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

SEC investigating Goldman Sachs for ESG claims

Financial Times: Moral Money

US regulator has been putting more focus on potential ‘greenwashing’ in finance

Finance 101
article thumbnail

Trending This Tuesday, June 28, 2022

FMG

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.

article thumbnail

Why useless financial advisor rankings lists should be put to rest!

Sara Grillo

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.

article thumbnail

Lessons From Inflation’s Return

Fortune Financial

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.

Returns 64
article thumbnail

African payments company makes rare purchase of US fintech

Financial Times M&A

Deal by MFS Africa is further evolution of continent’s rapidly growing fintech scene

Companies 113

More Trending

article thumbnail

Business leaders need to speak up for democracy

Financial Times: Moral Money

Staying silent might be easier but it could damage both company reputations and the US political economy

article thumbnail

Two Stories to Help You Explain What You Do

Don Connelly & Associates

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.

64
article thumbnail

The Wealthfront Cash Account Now Has a 1.40% APY

Wealthfront

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.

article thumbnail

10-minute boosts for your financial content marketing

Investment Writing

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.

article thumbnail

Golden shares: a tarnished solution that smacks of protectionism

Financial Times M&A

State shares take a toll in terms of performance and free markets

109
109
article thumbnail

The Partnership

A VC: Musings of a VC in NYC

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.

article thumbnail

Supercar makers start to go electric

Financial Times: Moral Money

Tighter emission rules and evolving client demands force producers towards battery powered vehicles

98
article thumbnail

How to Plan Around Inflation

Integrity Financial Planning

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?

Assets 52
article thumbnail

What Is Compounding and Why Is It Important?

Wealthfront

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 […].

Banks 59
article thumbnail

Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022 | Hubly

Hubly

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.

52
article thumbnail

Khan vows ‘muscular’ US antitrust approach on private equity deals

Financial Times M&A

FTC chair warns of ‘life and death consequences’ when buyout groups own broad sectors of economy

Buyout 101
article thumbnail

The Gillibrand Lummis Bill

A VC: Musings of a VC in NYC

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.

Assets 58
article thumbnail

Chinese state-owned company accused of endangering rare orang-utans

Financial Times: Moral Money

SDIC has marketed its environmental credentials but has invested in controversial hydropower plant

article thumbnail

Take Full Advantage of XYPN Membership With Your Member Experience Specialist

XY Planning Network

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

52
article thumbnail

Financial Advisor Do’s and Don’ts During Extreme Market Volatility

Don Connelly & Associates

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.

article thumbnail

Why Clients Leave Their Financial Advisors and How to Prevent it | Hubly

Hubly

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.

52
article thumbnail

Ben & Jerry’s criticises parent group Unilever over Israel sale

Financial Times M&A

Move shows limits of unusual autonomy the US brand retained after its 2000 sale to the UK group

98
article thumbnail

MISTAKE MONDAY for June 27: Can YOU spot what’s wrong?

Investment Writing

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.

article thumbnail

Oil and gas back in vogue for retail investors

Financial Times: Moral Money

Shares of energy majors have soared this year in the wake of war and surging commodity prices. But as the climate crisis rages, will the sector reward investors over the longer term?

article thumbnail

During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167

Financial Symmetry

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.

article thumbnail

The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022

XY Planning Network

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.

52
article thumbnail

Financial Advisor Dress Code for Success

Conneqtor

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.

52
article thumbnail

Walgreens halts sale of Boots chain citing tougher financial conditions

Financial Times M&A

Owner of UK pharmacy and beauty group blames market turmoil for bids being below its expectations

Bidding 98
article thumbnail

My IBD was just sold. Now what?

Diamond Consultants

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.

article thumbnail

Divestment: are there better ways to clean up ‘dirty’ companies?

Financial Times: Moral Money

Even as more asset owners shun fossil fuels, some argue that a combination of engagement and the threat of denying funds would have the most effect

article thumbnail

Retirement Income Planning Can Be an Advisor’s Road Map to Growth

Covisum

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.

52
article thumbnail

Teaching Kids About Financial Literacy

Integrity Financial Planning

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?

Finance 52
article thumbnail

Values-Based Financial Planning with Natalie Taylor

Steve Sanduski

What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about “what’s the money for” and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life.

Stakes 52
article thumbnail

How not to value a company in crisis

Financial Times M&A

Plus, the legacy of an Italian tycoon and a South African internet group’s bet on Tencent pays off a little too much

article thumbnail

Creating the Best Financial Advisor Marketing Plan for Your Business

FMG

Almost all businesses need marketing, from supermarkets to mega conglomerates. Marketing is the lifeblood of any successful company because it brings in new prospects and keeps current ones interested. Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game.