Vanguard refuses to end new fossil fuel investments
Financial Times: Moral Money
MAY 25, 2022
World’s second-largest asset manager cites its duty to maximise returns for clients
Sat.May 21, 2022 - Fri.May 27, 2022
141 
How This Ends
A VC: Musings of a VC in NYC
MAY 22, 2022
Back in February of last year, I wrote a blog post with the same title and said this about the asset price bubble we were living in and investing in over the last few years: The big question is how does this end? I believe it ends when the Covid 19 pandemic is over and the global economy recovers. Those two things won’t necessarily happen at the same time.
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Chipmaker Broadcom to buy software group VMware for $69bn
Financial Times M&A
MAY 26, 2022
Takeover would help transform acquisitive semiconductor company into diversified tech business
Every Founder that Hates "Personal Branding" Should Write a Book
This is going to be BIG.
MAY 26, 2022
“Personal Branding” The term is fingernails on a chalkboard-level cringe for many of the best founders—mostly because it feels most of the people who spend time building their personal brand don’t actually have much there there behind it. At best it’s boasting and at worst, it’s blowing smoke. Which means that most of the people who actually do have the most interesting and useful experience to add to the public conversation aren’t doing so.
Forget ESG. Bring on the BS Index
Financial Times: Moral Money
MAY 27, 2022
We have worked out how to make money from an infinite resource
Bear Market
Dear Mr. Market
MAY 27, 2022
Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.
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The Legs of the Stool and Why It's Tough to Compare Two Startups Raising
This is going to be BIG.
MAY 24, 2022
If you’re out raising, it’s quite normal for you to peer over the fence and see how far other founders are getting at the same stage. The most obvious attribute for comparison is stage—have they launched, do they have paying customers, etc. Unfortunately, this is a fundamental misunderstanding of how startups raise. Fundraising is not a reward for the past.
The war on ‘woke capitalism’
Financial Times: Moral Money
MAY 27, 2022
Rightwing populists and industry sceptics are mounting a backlash against a vision for business that looks beyond profits
Making Up For Lost Time: Prepping for Return to Normal Spending in 2022
Walkner Condon Financial Advisors
MAY 27, 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis; albeit, it is in many different ways. Our consumer habits are much closer to pre-pandemic patterns. We are dining in restaurants and shopping in stores. Travel is returning to more normal levels as well.
Whirlwind talks led to Broadcom’s $69.1bn capture of VMware
Financial Times M&A
MAY 27, 2022
Hock Tan and Michael Dell agreed industry-defining deal, codenamed ‘Project Atlas,’ within two weeks
An Open Letter to Edward Jones Advisors
Diamond Consultants
MAY 27, 2022
What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions. What’s driving momentum? Where are these advisors going?
Vanessa Nakate: Africa needs climate grants, not loans
Financial Times: Moral Money
MAY 27, 2022
Plus, Carl Icahn suffers defeat in his McDonald’s pig battle
Effective Strategies To Deal With Difficult Clients
BlueMind
MAY 26, 2022
Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they might become.
First Middle East Spac lists in Abu Dhabi
Financial Times M&A
MAY 27, 2022
Number of businesses in region are considering blank-cheque company option despite it falling out of fashion elsewhere
WFH
Conneqtor
MAY 26, 2022
Why did you choose to work from home? For me, it was to have more balance in my life. But what is work from home creep, and how do we avoid it? In a recent LinkedIn post, I shared my thoughts on Work From Home Creep after reading this article by The Atlantic here.
Is the Davos crowd serious about climate action?
Financial Times: Moral Money
MAY 26, 2022
Plus, a hectic day of shareholder votes in the US
The Stock Market Is Down—What Should I Do?
Wealthfront
MAY 26, 2022
Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to minimize their losses, while others […]. The post The Stock Market Is Down—What Should I Do?
Broadcom broadens tech with VMware deal
Financial Times M&A
MAY 26, 2022
Musk loan lapses, Apple pay raise, Dyson’s household robots
A high-quality compounder with a 63 year track record
Lakehouse Capital
MAY 25, 2022
The following article was featured in Livewire on May 24, 2022. In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. That said, the severity of the current market drawdown is certainly nothing to sneeze at, with the S&P 500 declining 8.8% in the month of April alone.
HSBC suspends banker over climate change comments
Financial Times: Moral Money
MAY 22, 2022
Executives criticise Stuart Kirk’s speech despite bank being aware of its title
Inflation and the Stock Market
Integrity Financial Planning
MAY 25, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? After months of rising inflation, April’s inflation numbers went down the slightest bit. How do these numbers factor into a financial plan? Brian talks about a company that tracks inflation and how now compares to how it was calculated in the past.
Musk must find more cash for Twitter deal after scrapping margin loan
Financial Times M&A
MAY 25, 2022
Tesla chief says he will need to secure $33.5bn of equity after allowing $6.
What’s in it for Clients? 7 Ways They Can Benefit from an Advisor’s Transition
Diamond Consultants
MAY 24, 2022
Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. What motivates top advisors who are knocking the cover off the ball to risk disrupting momentum by making a move? No doubt, every advisor wants to improve their ability to grow the business. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap.
Regulators take aim at ESG ratings in fight against greenwashing
Financial Times: Moral Money
MAY 27, 2022
Governments and watchdogs focus on transparency, conflicts of interest and validity of metrics
Love, Mastery, and High Job Performance with Marcus Buckingham
Steve Sanduski
MAY 24, 2022
Marcus Buckingham says love, the most powerful of human emotions, has been systematically drained from our lives – our work, teams, and classrooms, and it’s time we brought love back in. Does everyone who works for you spend at least 20% of their workday doing something that they love? More importantly, perhaps: Do you? According to work and leadership expert Marcus Buckingham, truly successful people don’t chase work-life balance.
Japanese state fund considers Toshiba takeover as bid deadline nears
Financial Times M&A
MAY 25, 2022
JIC set to join foreign private equity groups in battle for conglomerate
Quoted: Member Media Roundup
XY Planning Network
MAY 23, 2022
XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.
Fund managers call for disclaimers on ‘climate-friendly’ products
Financial Times: Moral Money
MAY 25, 2022
Clients should be warned that explicitly ‘green’ investments can have lower returns
First Meeting with a New Client—Preparation Checklist
Don Connelly & Associates
MAY 23, 2022
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor. For you, it's the first opportunity to showcase your professionalism and reinforce your new client's decision. You both hope this will be the beginning of a long and trusting relationship.
UK government to probe Altice’s BT stake
Financial Times M&A
MAY 25, 2022
Business secretary uses new ‘call-in’ powers to examine national security implications
Market Update for April 2022
ModernAdvisor
MAY 25, 2022
April was a difficult month for equity markets around the world, while bonds continued to suffer. April 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. April was a difficult month for equity markets around the world, […].
Asset managers divided by HSBC executive’s climate criticism
Financial Times: Moral Money
MAY 24, 2022
Stuart Kirk’s speech has won plaudits for prompting debate, but drawn criticism for downplaying risks
Advice-only financial planners are stealing the show!
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.
The Lex Newsletter: Twitter bankers on a knife’s edge waiting to see if fees are paid
Financial Times M&A
MAY 25, 2022
Social network’s shareholders are not the only ones fretting over whether Elon Musk pushes through with the deal
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