The hottest Wealth Management Substack posts right now

And their main takeaways
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Top Finance Topics

S&P Addiction

Investment Talk • 707 implied HN points • 06 Feb 24
💰 Finance Investing Benchmarking Performance Global Markets Wealth Management
  1. Benchmarking can be a humbling but necessary process for investors to evaluate their performance relative to others.
  2. Choosing a benchmark is crucial for measuring investment success, considering time, effort, and opportunity costs involved in managing a portfolio.
  3. Fund managers and advisors use benchmarks for various reasons like performance evaluation, risk assessment, and ensuring accountability to clients.

Fintech: Joe Duran's Rise Growth Partners secures $250MM for minority RIA investments

The Fintech Blueprint • 196 implied HN points • 05 Feb 24
💰 Finance Private Equity Wealth Management Fintech
  1. Joe Duran's Rise Growth Partners secures $250MM for minority RIA investments
  2. Rise Growth Partners focuses on acquiring a 30% stake in RIAs with $1B - $5B in AUM
  3. Competition is fierce in the RIA minority investing space with players like Constellation Wealth Capital and Merchant Investment Management
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The 1%

Market Sentiment • 589 implied HN points • 09 Apr 23
💰 Finance Investing Wealth Management Asset allocation Real Estate
  1. Many millionaires invest their money wisely, not just through income.
  2. The top 1% of Americans own more stocks than the other 99%, highlighting the importance of investing in equities for wealth growth.
  3. Affluent retail investors typically have a long-term risk orientation with high equity exposure and minimal panic selling tendencies.

Tony Robbins’ Favorite Asset Class

Net Interest • 18 implied HN points • 01 Mar 24
💰 Finance Investing Wealth Management Private Equity Asset management Financial Education
  1. Tony Robbins has invested in over 100 privately held businesses with combined sales over $7 billion, leveraging his brand to immense success.
  2. Robbins emphasized the concept of 'GP stakes', where investors buy minority positions in asset management firms, such as what he did with Blue Owl through CAZ Investments.
  3. The GP stakes business model focuses on buying into asset management firms and can be highly lucrative, providing exposure to various private asset management firms.

Long Take: Is Apple's Goldman-powered 4.15% yield account the fintech apocalypse?

The Fintech Blueprint • 491 implied HN points • 19 Apr 23
💰 Finance Big Tech Banking Lending Blockchain Wealth Management
  1. Apple has launched a Savings account with a 4.15% yield through Goldman Sachs, creating a disruptive financial product.
  2. Goldman Sachs plays a significant role in the product's distribution, benefiting from Apple's massive consumer base.
  3. Other big tech companies like Google, PayPal, and Ant Financial have also made inroads into financial services, showcasing a trend towards tech-powered banking.

L.E. Memo | The End of Thrift

Lewis Enterprises • 393 implied HN points • 07 May 23
💼 Business Finance Investing Economics Market Analysis Wealth Management
  1. Public markets offer an egalitarian opportunity for individuals to invest in top companies.
  2. Private capital is dominating the economy post-2000, offering advantages like less governance and disclosure.
  3. The growth of private equity has led to a decline in public market assets, impacting savers and increasing challenges for individual investors.

A Stock, An Index, and a Twinkie

Things I Didn't Learn in School • 157 implied HN points • 19 Sep 23
💰 Finance Stock Market Indexes Investing Wealth Management
  1. Charles Dow and Eduard Jones created the DJIA to simplify stock market performance in 1882.
  2. Investors now use various indexes like the S&P 500 to save money, but they may not fully understand what they are investing in.
  3. Indexes like S&P 500 simplify reality but lack clarity on the composition of assets, similar to not knowing the ingredients of a Twinkie.

How making memes made me a millionaire in 2 months [Finance Fridays]

Technology Made Simple • 159 implied HN points • 16 Sep 23
💰 Finance Personal Finance Investing Wealth Management Cryptocurrency
  1. To be worth a million dollars, you can have a million dollars in cash, but it's rare and not always the smartest move.
  2. People can become 'millionaires' through equity, like stock compensation, where the value can fluctuate.
  3. Understanding tricks like using projections, earnings multiples, and fuzzy assets can help spot inflated valuations in the finance world.

Get Your Retirement Money Out of The System

Anxiety Addiction & Ascension • 39 implied HN points • 05 Dec 22
💰 Finance Retirement Investing Asset management ESG Wealth Management
  1. Saving for retirement is essential, but being forced by the government to put money into certain funds can be questionable and may not align with individual financial goals.
  2. Asset management firms play a significant role in managing retirement funds, but their emphasis on ESG and socially responsible investing may not always align with traditional fiduciary responsibilities.
  3. ESG (Environmental, Social, and Governance) criteria can significantly influence how money managers handle investments, potentially prioritizing social and environmental factors over pure financial gains.

Vol. 4, No. 4 — Owning the world

Valuabl • 0 implied HN points • 16 Feb 24
💰 Finance Investing Wealth Management Market Analysis Economics
  1. The Norwegian sovereign wealth fund, known as the Oil Fund, has made Norwegians incredibly wealthy by investing surplus oil profits and growing by 18.7% annually, ensuring long-lasting riches for generations to come.
  2. The American consumer is doing fine amidst market uncertainties, indicating stability and resilience in the economy.
  3. A market correction is expected in the near future, suggesting a potential downturn that investors need to be prepared for.

Why wealth managers shouldn't maintain CRM?

Recontact • 0 implied HN points • 24 Feb 24
💼 Business CRM Wealth Management AI Data Management
  1. Wealth managers can deepen client relationships by using CRM systems that go beyond just financial data to include personal details like milestones and events.
  2. Specialized CRMs designed for wealth management can help firms scale personal connections and enhance client engagement.
  3. Leveraging AI within CRM systems can transform data entry into a strategic advantage, providing wealth managers with personalized insights to strengthen client relationships.