Broadcom’s $69bn VMware deal set for lengthy EU antitrust investigation
Financial Times M&A
JUNE 23, 2022
Brussels competition regulators plan detailed probe in move that will delay acquisition
Sat.Jun 18, 2022 - Fri.Jun 24, 2022
100 
Investors ‘keep faith with ESG funds’
Financial Times: Moral Money
JUNE 23, 2022
Wealth managers say most clients remain committed to greener assets
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Lessons From Inflation’s Return
Fortune Financial
JUNE 21, 2022
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.
The Art of Reinvention with Simidele Adeagbo at #XYPNLIVE 2022
XY Planning Network
JUNE 23, 2022
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.
Accor and Hoxton boutique hotel venture valued at more than €2bn ahead of deal
Financial Times M&A
JUNE 21, 2022
Plans to sell stake to Qatari consortium shows confidence in high end of travel market
Supercar makers start to go electric
Financial Times: Moral Money
JUNE 21, 2022
Tighter emission rules and evolving client demands force producers towards battery powered vehicles
Financial Advisor Dress Code for Success
Conneqtor
JUNE 23, 2022
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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More Trending
Kellogg’s to split into three separate food businesses
Financial Times M&A
JUNE 21, 2022
Chief says US group studied past break-ups in its own industry and by other companies such as GE
Chinese state-owned company accused of endangering rare orang-utans
Financial Times: Moral Money
JUNE 18, 2022
SDIC has marketed its environmental credentials but has invested in controversial hydropower plant
Retirement Income Planning Can Be an Advisor’s Road Map to Growth
Covisum
JUNE 23, 2022
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.
Teaching Kids About Financial Literacy
Integrity Financial Planning
JUNE 22, 2022
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?
Singaporean fund GIC strikes €2.1bn deal with The Student Hotel
Financial Times M&A
JUNE 21, 2022
Dutch pension fund manager APG to increase stake in European student accommodation and hotel group
The largest-ever impact fund has $15bn for dirty companies
Financial Times: Moral Money
JUNE 24, 2022
Plus, the carbon bombs lurking on global stock markets
Values-Based Financial Planning with Natalie Taylor
Steve Sanduski
JUNE 22, 2022
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.
Creating the Best Financial Advisor Marketing Plan for Your Business
FMG
JUNE 22, 2022
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.
Pfizer buys stake in French vaccine maker Valneva
Financial Times M&A
JUNE 20, 2022
US pharma group to pay €90.
Tariq Fancy on Stuart Kirk, the Republicans and what’s next for ESG
Financial Times: Moral Money
JUNE 20, 2022
Plus, green Spacs: where are they now?
XY Planning Network and Hubly Announce a Partnership to Help Advisors Scale Their Fee-for-Service Firms | Hubly
Hubly
JUNE 21, 2022
Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms
Global Fuel Costs, WFH, and Financial Advisors
Conneqtor
JUNE 21, 2022
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.
Fear of recession will not stop deals, says Centerview’s Blair Effron
Financial Times M&A
JUNE 19, 2022
Co-founder of boutique investment bank says pressure from new technologies has made M&A ‘less cyclical’
Authorities push firms to clean up their greenwashing and net zero claims
Financial Times: Moral Money
JUNE 19, 2022
Financial regulators clamp down on companies misleading investors by overstating the greenness of their funds
Hubly Insights: Women in Finance & How They Help Advisory Firms Thrive | Hubly
Hubly
JUNE 21, 2022
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.
Financial Advisors: Is Now the ‘Right Time’ to Start Exploring Your Options?
Diamond Consultants
JUNE 21, 2022
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.
Crypto’s John Pierpont Morgan
Financial Times M&A
JUNE 22, 2022
Plus, inside the UK’s efforts to keep Arm within its borders and Mars’s shift from candy bars to cat food
The ‘nightmare’ facing European regulators
Financial Times: Moral Money
JUNE 22, 2022
Plus, how some ESG strategies are still beating the market
3 Steps To Fix Workflows for Financial Advisors | Hubly
Hubly
JUNE 21, 2022
Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively.
Behavior Change is in Your Head and Your History with Dr. Joy Lere
Steve Sanduski
JUNE 21, 2022
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.
Democrats question Reckitt Benckiser’s plan to sell baby formula unit
Financial Times M&A
JUNE 22, 2022
US lawmakers warn a deal with private equity firm could ‘shallow out’ market already gripped by critical shortages
Down with meaningless claims!
Investment Writing
JUNE 21, 2022
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.
A Look Back at Hubly's Statistics from 2021 | Hubly
Hubly
JUNE 21, 2022
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.
How Your Social Security Timing® Subscription Can Set You Apart from the Competition
Covisum
JUNE 21, 2022
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.
UK ‘minded to accept’ conditions on £2.6bn deal for defence specialist Ultra
Financial Times M&A
JUNE 23, 2022
Cobham’s bid to take over rival moves a step closer to approval during consultation into security concerns
How to Command and Maintain Control over Conversations with Prospects and Clients
Don Connelly & Associates
JUNE 20, 2022
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.
How to Not Worry About a Falling Stock Market
Financial Symmetry
JUNE 20, 2022
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.
What’s it like being an Edward Jones financial advisor?
Sara Grillo
JUNE 20, 2022
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. This blog/podcast talks about, from Nathan’s perspective: What was it like being an Edward Jones financial advisor?
Amundi: Europe’s heavyweight champ can make right connections
Financial Times M&A
JUNE 22, 2022
European fund management remains fragmented and is ripe for consolidation
H.I.G. Growth Partners Appoints Rob Dreier as Head of Business Development
H.I.G. Growth Partners
JUNE 21, 2022
Contact: Scott Hilleboe Managing Director shilleboe@HIGgrowth.com Ross Hiatt Managing Director rhiatt@HIGgrowth.com H.I.G. Growth Partners One Sansome Street 37th Floor San Francisco, CA 94104 P 415.439.5500 F 415.439.5525 www.HIGgrowth.com SAN FRANCISCO – June 21, 2022 – H.I.G. Growth Partners (“H.I.G. Growth”), the dedicated growth capital investment affiliate of H.I.G.
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