Sat.Jun 18, 2022 - Fri.Jun 24, 2022

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Staying Positive

A VC: Musings of a VC in NYC

The last six months have been a challenging time for tech and tech startups. Macro events have weighed on the sector, valuations have come crashing down, revenue growth has slowed (or stopped), and layoffs are happening across the sector. Many of the folks I work with are frustrated. The things that were working in their business stopped working and they can’t get it moving again.

Startups 105
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Broadcom’s $69bn VMware deal set for lengthy EU antitrust investigation

Financial Times M&A

Brussels competition regulators plan detailed probe in move that will delay acquisition

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Investors ‘keep faith with ESG funds’

Financial Times: Moral Money

Wealth managers say most clients remain committed to greener assets

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Lessons From Inflation’s Return

Fortune Financial

Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.

Returns 64
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The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022

XY Planning Network

4 MIN READ. In 2018, Simidele (sim-me-day-lay) Adeagbo (ah-day-ahg-bow) became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton (a sport in which athletes hurl themselves headfirst on a sled down an icy hill at 80 miles an hour) at the Olympics. All while navigating a predominantly Eurocentric, male-dominated sport on the world's biggest stage, where a woman of color had never been represented.

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Crypto’s John Pierpont Morgan

Financial Times M&A

Plus, inside the UK’s efforts to keep Arm within its borders and Mars’s shift from candy bars to cat food

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More Trending

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Financial Advisor Dress Code for Success

Conneqtor

Ideal employees don’t wear suits. Software engineers only wear hoodies. Tech innovators don turtlenecks. Most financial advisors are taught that to be successful, then we need to dress the part. You want to earn a million, dress like you’ve already reached that point. If you want your handshake to be impactful, strap on that Rolex.

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My IBD was just sold. Now what?

Diamond Consultants

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? Here are 4 things that can help you to regain control of your business life. News of major acquisitions of broker dealers is nothing new—particularly in recent years.

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UK ‘minded to accept’ conditions on £2.6bn deal for defence specialist Ultra

Financial Times M&A

Cobham’s bid to take over rival moves a step closer to approval during consultation into security concerns

Bidding 98
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Chinese state-owned company accused of endangering rare orang-utans

Financial Times: Moral Money

SDIC has marketed its environmental credentials but has invested in controversial hydropower plant

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Retirement Income Planning Can Be an Advisor’s Road Map to Growth

Covisum

I’m sure you spend loads of time figuring out financials for your clients. But, when was the last time you spent the same amount of time on your business? Building a road map for your business is crucial, especially if you own, operate, or work for a small-to-medium-sized RIA.

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Teaching Kids About Financial Literacy

Integrity Financial Planning

How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run. Inflation means that prices for everything is going up. Delta Dental found in a poll that kids received more than $5 a tooth from the “tooth fairy” this year! Is this a teachable moment for your kids?

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Accor and Hoxton boutique hotel venture valued at more than €2bn ahead of deal

Financial Times M&A

Plans to sell stake to Qatari consortium shows confidence in high end of travel market

Stakes 98
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The largest-ever impact fund has $15bn for dirty companies

Financial Times: Moral Money

Plus, the carbon bombs lurking on global stock markets

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Values-Based Financial Planning with Natalie Taylor

Steve Sanduski

What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about “what’s the money for” and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life.

Stakes 52
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Creating the Best Financial Advisor Marketing Plan for Your Business

FMG

Almost all businesses need marketing, from supermarkets to mega conglomerates. Marketing is the lifeblood of any successful company because it brings in new prospects and keeps current ones interested. Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game.

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Kellogg’s to split into three separate food businesses

Financial Times M&A

Chief says US group studied past break-ups in its own industry and by other companies such as GE

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Authorities push firms to clean up their greenwashing and net zero claims

Financial Times: Moral Money

Financial regulators clamp down on companies misleading investors by overstating the greenness of their funds

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XY Planning Network and Hubly Announce a Partnership to Help Advisors Scale Their Fee-for-Service Firms | Hubly

Hubly

Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms

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Global Fuel Costs, WFH, and Financial Advisors

Conneqtor

Commuting to and from work is becoming increasingly expensive with the rising fuel prices. With these record high gas prices, this surge is impacting all aspects of our lives including our businesses.

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Singaporean fund GIC strikes €2.1bn deal with The Student Hotel

Financial Times M&A

Dutch pension fund manager APG to increase stake in European student accommodation and hotel group

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The ‘nightmare’ facing European regulators

Financial Times: Moral Money

Plus, how some ESG strategies are still beating the market

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Hubly Insights: Women in Finance & How They Help Advisory Firms Thrive | Hubly

Hubly

This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.

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Financial Advisors: Is Now the ‘Right Time’ to Start Exploring Your Options?

Diamond Consultants

The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move. Advisors often wonder if there’s a right time to embark upon the due diligence process. And the reality is that it’s important that they always stay aware and educated about the opportunities around them—particularly in an environment that’s evolved rapidly over the last several years.

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Amundi: Europe’s heavyweight champ can make right connections

Financial Times M&A

European fund management remains fragmented and is ripe for consolidation

Funds 98
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Behavior Change is in Your Head and Your History with Dr. Joy Lere

Steve Sanduski

In a Nutshell: Advisors have an extraordinary opportunity to understand their clients at a deeper level. To take advantage, all you need is curiosity, empathy, and a willingness to explore how past experiences with money are affecting financial choices today. Master these conversations and you’ll be able to facilitate positive behavior change, which is a skill — and a service — that will never become obsolete.

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3 Steps To Fix Workflows for Financial Advisors | Hubly

Hubly

Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively.

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Down with meaningless claims!

Investment Writing

This blog post was inspired by a section in Business Blather: Stop Using Words That Sound Good but Say Nothing! by Jerry McTigue. As you know, I agree with the mission of this book. Delete meaningless claims. In a section called “Enough with the platitudes already,” McTigue criticizes the “litanies of clichés and banalities writers believe exude a corporate luster simply because virtually every corporation proclaims them.

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Pfizer buys stake in French vaccine maker Valneva

Financial Times M&A

US pharma group to pay €90.

Stakes 98
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How Your Social Security Timing® Subscription Can Set You Apart from the Competition

Covisum

Helping clients navigate Social Security changes to optimize their claiming strategy gets more complex each year. And accuracy is essential when calculating the best time for your clients to retire with the most significant amount of Social Security income.

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A Look Back at Hubly's Statistics from 2021 | Hubly

Hubly

As Hubly's first full year since launching our product, we wanted to reflect on some of our statistics, findings, and moments from the past year.

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How to Command and Maintain Control over Conversations with Prospects and Clients

Don Connelly & Associates

How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other person goes off on tangents or takes the conversation in a new direction. Clients who are upset may launch into a rant with no particular point or one that isn’t related to the work you do with them.

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Fear of recession will not stop deals, says Centerview’s Blair Effron

Financial Times M&A

Co-founder of boutique investment bank says pressure from new technologies has made M&A ‘less cyclical’

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How to Not Worry About a Falling Stock Market

Financial Symmetry

Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the broad markets as they sell after prices have fallen and … Continued. The post How to Not Worry About a Falling Stock Market appeared first on Financial Symmetry, Inc.