Financial Times: Moral Money

FEBRUARY 10, 2022

Confusion and extra costs could be in store for British savers

Investors 101

Investors 101

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.

Legal 98

Legal Financing Finance Companies 98

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.

Financial Institutions 52

Financial Institutions Professional Services Accounting Taxes 52

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%.

Stock Market 52

Stock Market Stock Market Education Investors 52

Financial Times: Moral Money

FEBRUARY 10, 2022

Data provider dropped products with combined $1.

Legal 98

Legal Funds Assets 98

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

Funds 52

Funds Taxes Legal Debt 52

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!

Collateral 52

Collateral Investing 52

Financial Times: Moral Money

FEBRUARY 9, 2022

Plus, China goes for gold in the ‘green’ Olympics and a sharp rise in new climate regulations

98

98

Financial Times: Moral Money

FEBRUARY 9, 2022

Spiralling demand for renewable energy generation presents an investment opportunity

Investing 98

Investing 98

Financial Times: Moral Money

FEBRUARY 11, 2022

Plus, new European sustainability standards and a road map to fight greenwashing

96

96

Financial Times: Moral Money

FEBRUARY 7, 2022

Plus, a new legal challenge to the EU taxonomy and the financial danger of toxic workplaces

Legal 75

Legal 75

Financial Times: Moral Money

FEBRUARY 9, 2022

Group’s shares offer good value, given its scale and earnings potential

Asset Management 52

Asset Management Assets 52

Financial Times: Moral Money

FEBRUARY 8, 2022

The indices were not only aided by stock selection, but inclusion of oil and gas could confuse some investors

Investors 52

Investors 52