Sat.Jun 25, 2022 - Fri.Jul 01, 2022

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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

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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

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The Case For EVs

A VC: Musings of a VC in NYC

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

Taxes 95
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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.

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BHP sets biodiversity targets in ‘social value’ push

Financial Times: Moral Money

Miner aims for 30% of its land and water under conservation, restoration or regeneration programmes

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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

More Trending

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Using the 2022 Trustees Report to Influence Your Social Security Retirement Planning

Covisum

An estimated 65 million people rely on retirement and disability benefits, and many are concerned about Social Security's future. Last month, the Social Security Board of Trustees released their annual report detailing the program's financial status. The 2022 report presents new opportunities for financial advisors who know where to look.

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A groundbreaking argument in climate litigation

Financial Times: Moral Money

Plus, what readers said about how ESG strategies affect capital flows to emerging markets

Capital 98
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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

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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
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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.

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The sustainable clothing movement thrown into turmoil

Financial Times: Moral Money

Plus, shareholders at Japan’s power companies reject climate proposals amid historic heatwave

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Naspers to sell more of Tencent stake in bid to revive shares

Financial Times M&A

South African group and its Dutch-listed subsidiary take new measures to ignite stock

Bidding 98
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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

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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.

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Shareholders back away from green petitions in US proxy voting season

Financial Times: Moral Money

Support drops after activists filed a record 389 environmental and social proposals

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Boots left in limbo as bids fail to emerge

Financial Times M&A

UK pharmacy chain has increased market share but detractors say tired stores have dented its reputation

Bidding 98
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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.

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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.

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Wealth managers must put ESG into practice

Financial Times: Moral Money

Clients increasingly target greener investment options

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Walgreens: without a sale of Boots, US group needs a health check

Financial Times M&A

Owning physical drugstores is not the cash cow it once was

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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.

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Europe’s Spacs scramble for targets as market hit by hangover

Financial Times M&A

The region’s largest blank-cheque vehicle Pegasus Europe is among those seeking a company to merge with

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The Lex Newsletter: US airline merger fight mirrors travel complexities

Financial Times M&A

Neither bid for Spirit looks like a slam dunk to pass the scrutiny of competition authorities

Bidding 98
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Boots proves too bitter a pill to swallow

Financial Times M&A

Plus, European Spacs struggle to strike mergers and EY pays up for its cheating scandal

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Megadeals buoy global M&A despite pullback from record 2021

Financial Times M&A

Deals such as Elon Musk’s proposed acquisition of Twitter carried volumes to $2tn in first half

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A courtroom defeat for Blackstone’s new housing empire

Financial Times M&A

Plus, Mukesh Ambani sets a succession plan for his empire in motion and private jet travel spikes at public companies

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CareTech to be taken private by founders in £1.2bn deal

Financial Times M&A

UK social care provider has benefited from rising demand during the pandemic

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Sell-off crushes UK companies that sought to ride Spac wave

Financial Times M&A

From electric vehicles to fintech start-ups, their stocks have lost an average of 61% of value

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KKR takes back seat in Toshiba bidding process

Financial Times M&A

Move leaves rival Bain in lead position to take Japanese conglomerate private

Bidding 75
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Crackdown looms for ESG ratings businesses

Financial Times: Moral Money

Plus, SEC prods Bank of America on ESG tax credits

Taxes 52
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Britain’s star-spangled Spac disaster

Financial Times M&A

Plus, megadeals carry global M&A and Unilever settles a year-long ice cream fight

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Brookfield buys AGL stake as Australia’s coal closures accelerate

Financial Times M&A

Canadian investment group’s move prompts speculation it is preparing another takeover bid

Bidding 52
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Abortion and other ESG issues rise up the AGM agenda

Financial Times: Moral Money

Despite a high profile defeat for Carl Icahn on animal welfare, activists scored notable wins in shareholder votes