Golden shares: a tarnished solution that smacks of protectionism
Financial Times M&A
JUNE 3, 2022
State shares take a toll in terms of performance and free markets
Sat.May 28, 2022 - Fri.Jun 03, 2022
112 
Greenwashing is tempting for CEOs who tell stories
Financial Times: Moral Money
JUNE 2, 2022
Meeting financial targets is tedious but promising to save the world sounds heroic
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Gotham Gives
A VC: Musings of a VC in NYC
MAY 31, 2022
Gotham Gives is a public charity that the Gotham Gal and I started one year ago to complement the family foundation that we have been using to make philanthropic gifts for over two decades. A public charity allows us to raise capital from others in addition to our family’s philanthropic gifts. We use this public charity to put together syndicates of donors and raise more capital for our projects than would be possible on our own.
Can Your Portfolio Company Cut Your Bad Cholesterol by More Than Half? It Can When It's Culina Health.
This is going to be BIG.
MAY 31, 2022
The pandemic and parenthood hasn’t been great for either my eating habits or my activity level—not to mention the two month grandparent visit when we brought Mirren home. Here’s my approach to my snacks: “I finished off this candy too fast. I can’t ever buy it again.” Here’s my father-in-law’s approach to my snacks: “I saw that you finished off the candy so I ran out and bought you some more.
UK regulator orders Morrisons to keep McColl’s operations separate
Financial Times M&A
MAY 30, 2022
CMA issues temporary ruling while it considers full probe of supermarket chain’s takeover
Australia’s AGL Energy case shows the growing power of green capital
Financial Times: Moral Money
JUNE 2, 2022
Governments that drag their feet on climate policy risk a disorderly transition
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More Trending
The Rule of 40% for Financial Advisors
Steve Sanduski
JUNE 3, 2022
In the SaaS business world, (Software as a Service), there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. For example, if your May revenue growth rate was 10% above May one year ago, and your May profit margin was 30%, then you hit the 40% target.
Gold Fields to buy Yamana to create sector’s fourth-biggest miner
Financial Times M&A
MAY 31, 2022
South African group’s $6.
Stakeholder capitalism is ‘not woke’, Jamie Dimon says
Financial Times: Moral Money
JUNE 1, 2022
JPMorgan chief pushes back against conservative criticism of corporate America’s environmental and social agenda
Using Net Unrealized Appreciation as a Retirement Tax Planning Strategy
Covisum
JUNE 3, 2022
There may be a significant tax opportunity for your clients who have company stock in their 401(k) plans that have highly appreciated over time. Net Unrealized Appreciation (NUA) allows clients to roll dollars in company stock into a brokerage account. They'll pay ordinary income tax only on the basis in the company's stock, and they will be able to pay capital gains tax , which is most often at a lower rate on the appreciation when they sell it in the brokerage account.
2022 Women’s Leadership Summit
Tobias Financial
JUNE 2, 2022
On June 10 th , Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration. We are always honored to support initiatives of personal and professional development and The Women’s Leadership Summit provides a great opportunity to network, exchange ideas with other women in the business and learn leadership, commun
Bristol-Myers Squibb to acquire cancer drugmaker Turning Point for $4.1bn
Financial Times M&A
JUNE 3, 2022
Deal is latest in a series of bolt-on acquisitions by pharmaceutical companies
What HSBC’s Stuart Kirk got right
Financial Times: Moral Money
MAY 30, 2022
Markets still don’t reflect the scale of climate threats
Coralogix Closes $142M Series D Funding to Accelerate its Vision of In-Stream Data Analysis for Logs, Metrics, Tracing, and Security
Advent International
JUNE 1, 2022
SAN FRANCISCO / TEL AVIV — June 2, 2022 — Coralogix , a company using streaming analytics to rebuild the path to observability, today announced it has raised a $142 million Series D funding round, bringing the company’s total amount raised to $238 million. New investors Advent International (“Advent”) and Brighton Park Capital (“Brighton Park”) co-led the round with participation from Revaia and existing investors Greenfield Partners, Red Dot Capital Partners, Eyal Ofer’s O.G.
Making Good Decisions About Risk and Retirement
Integrity Financial Planning
JUNE 1, 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? What Warren Buffet has to say about managing a portfolio might be a bit different than what’s best for you. What does Brian think you should pay attention to? When balancing assets in your portfolio, remember to keep the whole picture in mind.
Tullow caps comeback with Capricorn merger
Financial Times M&A
JUNE 1, 2022
Deal to combine with rebranded Cairn will create £1.
AGL scraps demerger as chief executive and chair quit after climate campaign
Financial Times: Moral Money
MAY 29, 2022
Tech billionaire and climate activist Mike Cannon-Brookes forces energy group to cancel plan
Sendy for Large Email Lists and Savings
Elevating Your Business
JUNE 1, 2022
If you have an email list of over 2,000 subscribers and want to reduce your email marketing costs, consider Sendy. I've been using this email newsletter program since 2016. It is also useful if you have multiple email lists to manage. What is Sendy? Sendy is a newsletter or ezine service that makes it possible. The post Sendy for Large Email Lists and Savings appeared first on Women Financial Advisor Coach Consultant.
Does video conferencing kill creativity?
Conneqtor
JUNE 1, 2022
As someone who’s been using video conferencing for some time I know for a fact that Zoom does not kill creativity, especially for financial advisors.
Forbes abandons plans to list via Spac
Financial Times M&A
MAY 31, 2022
Media group’s intention to go public falters amid dwindling enthusiasm for blank-cheque vehicles
Deutsche banker takes over asset manager in the eye of an ESG storm
Financial Times: Moral Money
JUNE 1, 2022
Stefan Hoops catapulted into centre of Germany’s latest corporate scandal
Should You Really Sell Your Vested Restricted Stock Units? The Answer Is a Resounding “Maybe”
Zajac Group
JUNE 1, 2022
Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs are a taxable event in your life, as well as a financial planning conundrum : Are you better off hanging onto the vested company stock you now hold, or selling them, to reinvest the proceeds elsewhere?
The One Behavioral Finance Truth All Firm Owners Should Know
XY Planning Network
MAY 31, 2022
5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.
Elliott to sell Italy’s AC Milan football club to RedBird for €1.2bn
Financial Times M&A
MAY 31, 2022
Deal follows Serie A title win and caps turnround under activist investor’s ownership
Aggregate ESG confusion
Financial Times: Moral Money
MAY 31, 2022
The latest Deutsche raid highlights what a mess this has become
A Complete Guide to RIA Succession Planning with Paul Blease
Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
How to Tell When a Prospect Is Ready to Become a Client
Don Connelly & Associates
MAY 30, 2022
In their interactions with prospects, financial advisors reach a critical juncture when they must determine when or if a prospect is ready to become a client. If they make the wrong determination, it will likely result in a missed opportunity. Trying to close prospects before they are ready can push them away, while waiting too long can cause them to lose interest.
Activist investor Nelson Peltz to join board of Unilever
Financial Times M&A
MAY 31, 2022
Trian Fund Management has 1.
ESG exposed in a world of changing priorities
Financial Times: Moral Money
JUNE 2, 2022
Investors ask hard questions of the market trend, but responsible investing will survive
MISTAKE MONDAY for May 30: Can YOU spot what’s wrong?
Investment Writing
MAY 30, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, people make this mistake too often. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Why You Need a Professionally Prepared Estate Plan, Ep #165
Financial Symmetry
MAY 30, 2022
? Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show, … Continued. The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc.
DSM/Firmenich: food fragrances deal has a defensive aroma
Financial Times M&A
MAY 31, 2022
Despite the promise of cost savings investors will still detect a whiff of panic from the Dutch group
DWS chief resigns after police raid over greenwashing claims
Financial Times: Moral Money
JUNE 1, 2022
Asoka Wöhrmann to step down from Germany’s top asset manager with effect from June 10
Honing the Opportunity Set – Part 1
Lakehouse Capital
JUNE 2, 2022
The following is a Lakehouse Capital feature article published on 3rd June, 2022. Here at Lakehouse Capital, we are long-term high-conviction growth investors. We believe to outperform the market, investors must think differently than the market. So, to facilitate divergent thought, we have developed a unique investing process. Rather than utilising the traditional industry or sector organizations, our team organises investment opportunities into three categories that we call Fascinations includ
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