This is going to be BIG.

FEBRUARY 27, 2022

Someone asked me yesterday whether or not I would ever consider living anywhere else. For years, family was the main consideration for me concerning location. My family is based in New York. My mom had a long chronic illness before she died and my grandmother lived past 100. Being here for my family was priority one. Besides, there were a limited number of places where I could do my job in venture capital anyway—and while I might be a go to for a pitch from super early stage pre-seed and seed fo

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Financial Times: Moral Money

FEBRUARY 13, 2022

ESG concerns move to ‘back burner’ for some attracted by strong returns

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A VC: Musings of a VC in NYC

FEBRUARY 20, 2022

I wrote a fair bit last year about the disconnect between how companies were being valued and the fundamentals of those businesses. It seemed to me that many companies, from the founders, to the leadership teams, and the rank and file employees got more focused on raising capital and valuations than the basics of a business (people, product, customers, revenues, profits, etc).

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Kayne Capital

FEBRUARY 27, 2022

Kayne Partners has been named to GrowthCap’s list of Top 25 Growth Equity Firms of 2021. GrowthCap selected the top… The post The Top 25 Growth Equity Firms of 2021 appeared first on Kayne Capital.

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BlueMind

FEBRUARY 24, 2022

Category: Technology. According to SuperOffice , CRM solutions are becoming increasingly common on mobile devices and 81% of users say they frequently access their CRM technology from more than one device. It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are paramount.

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Dear Mr. Market

FEBRUARY 24, 2022

Dear Mr. Market: Have we started off the year with enough things to worry about? The 2020s have seen more than any horror script one would ever want to draw up. We’ve had an unprecedented global pandemic, a massive stock market crash, and now a war… and we’re just two years in! We’ve constantly reminded people that the stock market always has a boogey man hiding in the darkness.

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Financial Times: Moral Money

FEBRUARY 10, 2022

Confusion and extra costs could be in store for British savers

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A VC: Musings of a VC in NYC

FEBRUARY 7, 2022

Early in my career, I was taught that any team member was replaceable and that as long as you had sufficient time to find a suitable replacement, you would be fine. I have operated on that basis since then, imparted that wisdom to the founders and teams that I work with, and have always advocated for that approach to management. But I have learned that on any team there are always a few members who are extremely difficult to replace.

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Wealthfront

FEBRUARY 24, 2022

An employee stock purchase plan (or ESPP) can be a very valuable benefit. In general, if your employer offers an ESPP, we think you should participate at the level you can comfortably afford and then sell the shares as soon as you can. This strategy allows you to lock in a return on your contributions […]. The post What Is an ESPP and How Does It Work?

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Hubly

FEBRUARY 22, 2022

If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.

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Conneqtor

FEBRUARY 16, 2022

The Golden Thread That Leads To Recognition – It is through trust that we find appreciation The sharp-eyed financial advisor will note a single golden thread weaved through the last few blogs and podcasts that I’ve had the pleasure to attend and host.

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BlueMind

FEBRUARY 11, 2022

Category: Technology. Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process.

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Financial Times: Moral Money

FEBRUARY 24, 2022

Low-carbon policies stoke demand for lithium, cobalt and copper, but investors must judge whether the boom will last

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A VC: Musings of a VC in NYC

FEBRUARY 15, 2022

I wrote about pacing a few years ago. I am a fan of a steady pace, not too fast, not too slow. Sometimes the opportunity set forces you to go faster. As I wrote then: I don’t think a VC firm should manage to a pacing number. It should manage to the opportunity set that it sees. In the last two years, the VC business has been operating at a blistering pace, the fastest I’ve witnessed in my 35 years in the business (including the 99/00 era).

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Dear Mr. Market

FEBRUARY 10, 2022

Dear Mr. Market: The investment world has not given us much of a break lately. Everything is down… everything … except gold and emerging markets, but you saw that coming, right?!? Before we dive in, let’s just post some quick year to date numbers and then get to the football banter. Large Caps are down -5.4%, Mid Caps -4.2%, Small caps -5.9%, International -8.1%, and Bonds (which are supposed to shelter us from some of this near-term pain) are down -3.2%.

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Zajac Group

FEBRUARY 10, 2022

Employees who receive restricted stock units (RSUs) as part of their compensation will have several things to consider. Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. If you plan to sell your restricted stock units when they vest, the after-tax proceeds from the sale may be used to help fund financial goals and supplement your inco

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Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.

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ClearMoney

FEBRUARY 9, 2022

The following is provided by Dimensional Fund Advisors.

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Financial Times: Moral Money

FEBRUARY 22, 2022

German asset manager says it will punish groups from 2023

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A VC: Musings of a VC in NYC

FEBRUARY 25, 2022

I love using robotics to teach kids to code. A K12 teacher told me many years ago, “when the robot doesn’t do what you told it to do, you know your code is wrong and you need to fix it.” Robotics brings code to life for kids and that’s a great thing. So when I saw this Kickstarter project, Codrone , I backed it immediately. So did 120 other people and so this project is going to come to life.

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Indigo Marketing Agency

FEBRUARY 8, 2022

When it comes to marketing your financial advisory firm, you have two main options: outsource it to professionals or hire an internal person. . Each option has its own set of pros and cons, and the decision ultimately depends on your budget and what you want to get out of your marketing efforts. In this blog post, we will discuss the budget and the pros and cons of each option so you can make the best decision for your firm!

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AdvisorPR

FEBRUARY 4, 2022

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. These relationships are crucial to long-term retention and success for your firm.

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Ron A. Rhodes

FEBRUARY 27, 2022

Brilliant flashes of light Fuel chill during night. A dawn then reveals, The Sky Angel alight.

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ClearMoney

FEBRUARY 3, 2022

The following is provided by Dimensional Fund Advisors.

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Financial Times: Moral Money

FEBRUARY 21, 2022

Plus, inside the sustainability schism and a look at pandemic-era philanthropy

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A VC: Musings of a VC in NYC

FEBRUARY 18, 2022

A friend sent me this Kickstarter project which is about a public art project highlighting three languages that are at risk of extinction. I backed it and I think you might want to as well. You can do so here. The project ends this weekend so if you want to back it, do so now. USV TEAM POSTS: Nick Grossman — Feb 16, 2022 Ceramic Hanel Baveja — Feb 15, 2022 Mundi’s Series A.

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Indigo Marketing Agency

FEBRUARY 2, 2022

If you’re one of our current clients, then you’ve probably had the privilege of working with Elizabeth Reider—one of our superstar Account Managers. An incredible asset to our team, Elizabeth spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions. Elizabeth inherited her heart for giving as well as her organizational and creative skills from her late mother.

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ModernAdvisor

FEBRUARY 14, 2022

January was a wake up call for growth investors with many high-flying tech companies missing earnings expectations, which roiled equity markets. Meanwhile, fixed income didn’t offer much protection as the prospect of rising interest rates spooked investors, sending bond indexes lower. January 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in […].

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Ron A. Rhodes

FEBRUARY 23, 2022

by Ron A. Rhoades, JD, CFP(r) The U.S. stock market was near its all-time highs in late 2021 and many analysts suggested that it was overvalued significantly.

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Bell Investment Advisors

FEBRUARY 2, 2022

After starting the new year at all-time highs, the U.S. stock market experienced a bout of volatility. U.S. stocks fell about 9% peak-to-trough based on closing prices. The tech-heavy Nasdaq 100 Index fared even worse with an intramonth drop of about 15%, before recovering slightly and reducing the decline to 9%. Other benchmarks which have lagged the broad U.S. market in recent years suddenly held their ground quite well.

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Financial Times: Moral Money

FEBRUARY 19, 2022

ESG funds are popular, but research has found the sector is rife with greenwashing.

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A VC: Musings of a VC in NYC

FEBRUARY 1, 2022

Coinbase launched the first in a series of payroll offerings: Proud of the team for continuing to roll out new product innovations at a rapid pace. Our US customers can now deposit a portion of their paycheck into @Coinbase as crypto or USD. Another great way to keep growing your participation in the cryptoeconomy. [link] — Surojit (@surojit) January 31, 2022.

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ClearMoney

FEBRUARY 21, 2022

The following is provided by Dimensional Fund Advisors. Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility. Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets.

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Financial Times: Moral Money

FEBRUARY 16, 2022

Plus, US banks resist climate stress tests and Japan’s bet on ‘clean coal’ technologies falters

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