This is going to be BIG.
MAY 4, 2022
For most founders, fundraising is a struggle. Only a small minority of people are born into the kinds of connections and life paths to provide them instant access to capital. The rest have to work super hard to create access for themselves, build trust and win investors over. That may come with the headwinds of bias working against you—conscious or otherwise.
Financial Times M&A
MAY 6, 2022
Group led by US financier secures biggest football club acquisition in history
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Financial Times: Moral Money
MAY 6, 2022
Plus, a warning on fraying standards in impact investing
A VC: Musings of a VC in NYC
MAY 1, 2022
Last week we held USV’s annual Portfolio Summit here in NYC. Every year we invite the leaders of our portfolio companies to come to NYC and spend a couple of days with us and each other. However, we were not able to do that in 2020 and 2021 so this was our first Portfolio Summit since 2019. In the three years that have passed since our last summit, we roughly doubled the size of our portfolio, adding 65 new investments.
Covisum
MAY 6, 2022
One of the most frequent questions for those on the edge of retirement is, "How much can I make and still collect my full Social Security?". There's a simple answer, but often it misses some nuance that will allow you to develop better claiming strategies for your clients. Taking a closer look at both the annual earnings test and the lesser-known monthly earning tests can sometimes present exciting planning opportunities.
Financial Times M&A
MAY 6, 2022
Australian bank posts bumper earnings after market chaos caused by pandemic and Ukraine war
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Bell Investment Advisors
MAY 5, 2022
Forrest Bell, CFP®. April saw a continuation of this year’s volatility. Last month, we wrote about the dramatic mid-March rally in stocks. That recovery, however, proved short-lived and did not continue into April. Shortly after the month began, the global stock market trended downward, and U.S. markets followed. Later in the month, after several days of positive or negative swings of over 2%, U.S. and global stocks had declined between 8% and 9%, pushing those stock markets back into correction
Integrity Financial Planning
MAY 4, 2022
Are you set up well to face all of the inflation we’ve been experiencing? What’s to come? With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? Brian says to be aggressive about saving and conservative about your assumptions.
Financial Times M&A
MAY 5, 2022
Eyecare company had aimed to raise up to $840mn in second-largest listing of the year
Financial Times: Moral Money
MAY 4, 2022
Pressure is growing for better disclosure standards — though sceptics argue that they are a sideshow
Indigo Marketing Agency
MAY 4, 2022
The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s where we come in. We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant.
Diamond Consultants
MAY 3, 2022
By Mindy Diamond & Louis Diamond. There’s been an interesting shift in movement amongst one sector of wealth management: private bankers. Transitions by this constituency have risen dramatically over the last two years attributed in large part to the increased appetite of firms like UBS, Morgan Stanley, Merrill, and First Republic. By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks.
Financial Times M&A
MAY 2, 2022
US bank’s central role in $44bn bid caps long effort to cement ties with the billionaire
Financial Times: Moral Money
MAY 2, 2022
Climate activist wants to bloc Australian energy company’s proposed demerger
Tobias Financial
MAY 2, 2022
Like most young kids, Ramesh went searching for an opportunity to make new friends. To his surprise and trepidation, he discovered the track team. Admittedly not an avid runner and needing practice, during most meets, Ramesh cheered on his teammates from the sidelines, enjoying some delicious snacks. This was until one faithful day, he was needed. With a member of the relay team experiencing an injury, Ramesh was called in as a replacement.
Elevating Your Business
MAY 1, 2022
One of the ways to gather topics for an article you write, are by answering questions or reading questions on social networking sites. That's how this article started. I was on Alignment.com and someone asked, "What's The Most Effective Way To Reach New Clients". I started writing and it took a while for me to. The post 5 Effective Ways To Reach New Clients appeared first on Women Financial Advisor Coach Consultant.
Financial Times M&A
MAY 3, 2022
The $1bn stake in the digital tech maker comes as specialist firms have raised tens of billions in buyout funds
Financial Times: Moral Money
MAY 4, 2022
Plus, why finance chiefs are worried about the SEC’s climate proposal
Oakhill
MAY 6, 2022
New Senior Advisor expands Oak Hill’s established operating program and further strengthens value-added partnership with portfolio company management teams New York, NY, May 6, 2022 – Oak Hill Capital has announced that it has named David B. Pryor, MD as a Senior Advisor. Dr. Pryor’s distinguished career in healthcare spans over 30 years. Most recently, he was Executive Vice President and Chief Clinical Officer of Ascension, one of the largest not-for-profit healthcare delivery systems in the U.
Kayne Capital
MAY 5, 2022
… The post Treez Secures $51 million in Series C Funding, Now Valued at $260 Million, Driven by Rapid Growth appeared first on Kayne Capital.
Financial Times M&A
MAY 1, 2022
One of the UK’s biggest commercial landlords is selling out of offices in the capital and reinvesting in regional developments
Financial Times: Moral Money
MAY 2, 2022
Plus, the gas industry’s existential dilemma
Financial Times M&A
MAY 3, 2022
Private equity group CD&R offers to sell 87 petrol stations to pave way for deal
Financial Times M&A
APRIL 30, 2022
Groups face few potential buyers, costly exit options and uncertain prospects for any future return
Financial Times M&A
MAY 5, 2022
Movie studio Lions Gate has said it is open to selling the maker of premium series
Financial Times M&A
MAY 5, 2022
Jon Little, who holds millions of pounds of shares in asset manager, calls for strategy shake-up
Financial Times M&A
MAY 5, 2022
Securities filing discloses that Tesla chief lined up just over $7bn in equity commitments to fund $44bn acquisition
Financial Times M&A
MAY 6, 2022
Telecoms group appoints former chief executive of Arm and the head of France’s public broadcaster
Financial Times M&A
MAY 2, 2022
Plus, Morgan Stanley’s history with Elon Musk pays off and KPMG refuses to sign off on Adler’s results
Financial Times M&A
MAY 4, 2022
Bruce Buck and Marina Granovskaia offered option to stay by leading bidder for club
Financial Times M&A
MAY 5, 2022
An eclectic roster of investors pours billions into Tesla chief’s audacious plan to take social media platform private
Financial Times M&A
MAY 5, 2022
Tesla chief raises $7bn from new investors to help fund his takeover of social media platform
Financial Times M&A
MAY 5, 2022
Private investment firm challenges asset manager Investcorp in €1bn takeover battle
Financial Times M&A
MAY 2, 2022
Rainer Beaujean compares merger talk to futile quest of Don Quixote
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