Talk Your Book: Startups in a Crisis – The Irrelevant Investor
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and…
A Boomer Couple Goes Virtual Window Shopping for Advisors
A good website that tells a story can be a big plus for investment advisors in terms of attracting new clients. Let’s consider the baby boomer couple that we met…
First Republic Rescue May Rely on US Backing to Reach a Deal
(Bloomberg) — Wall Street leaders and US officials discussing an intervention at First Republic Bank are exploring the possibility of government backing to encourage a deal that would shore up…
Ark’s Cathie Wood Sees Silver Lining in $2 Billion Loss
(Bloomberg) — Cathie Wood highlighted one silver lining of the brutal run her exchange-traded funds suffered through last year: those billions of dollars in losses will help offset future tax bills on…
Careful What You Wish For
Dustin Hoffman is one of the finest actors of his generation. He is also notorious for going all out to get into character. In one movie where Hoffman’s character gets…
SMA to ETF Conversion: The Long-Term Benefit to Clients and RIAs
The size of the separately managed account market has continued to grow. A recent industry report by Cerulli Associates identified assets in this space as totaling $10.7 trillion at the…
Five Steps to Stop the Next Run on America’s Banks
(Bloomberg Opinion) — The banking havoc of the past few weeks has focused attention on regulators: What should they learn, and what should they do about it? I see five…
Zero-Day Options Boom Is Turning Wall Street Trading On Its Head
(Bloomberg) — David Reidy’s sure-fire options trade netted a steady 5% per year for half a decade — until last summer when gains began to peter out all of a…
What Does the Custodian of the Future Look Like?
According to Tony Stich, CRO of Entrustody, the firm was born out of the belief that advisors and their clients deserve better. Tony explains why the digital-first platform is driven…
These Are the Goods – The Irrelevant Investor
Get a Full Investor Curriculum:Join The Book List Every month you’ll receive 3-4 book suggestions–chosen by hand from more than 1,000 books. You’ll also receive an extensive curriculum (books, articles,…