Upton Sinclair

“It is difficult to get a man to understand something when his salary depends on him not understanding it” #TEBI https://t.co/pt2ljqx9hF

— Robin Powell (@RobinJPowell) October 29, 2015

Block Chain Technology

ONTOLOGY...

What Institutional Investors Desperately Need: Two Letters

What Institutional Investors Desperately Need: Two Letters: Two letters seem to be missing from the world of pensions, sovereign funds and Giants generally: ‘R’ and ‘D.'

Investors Hiring: Mathematicians and Artists Need Apply

Investors Hiring: Mathematicians and Artists Need Apply

Zenefits...

Fixing the “Loser’s Game”: What It Will Take | Enterprising Investor

Fixing the “Loser’s Game”: What It Will Take | Enterprising Investor

Re: Raymond James Betting Humans Will Trump Robos

Robos

On Apr 22, 2015 12:11 PM, "Financial Planning" <financial-planning@email.financial-planning.com> wrote:

"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.

Daily HOME   |   SUBSCRIBE     April 22, 2015         TOP STORIES     NEWS Raymond James Betting Humans Will Trump Robos by CHARLES PAIKERT       NEWS Online, But Trying to Be More Than Just a Robo by DAN BUTCHER       NEWS Ex-Cetera Owner to Take Majority Stake in Big LPL Practice by ANN MARSH         WEBINAR INVITE Evaluate TDFs for Better Participant Outcomes   Join us on May 7 as industry professionals from American Funds discuss the five most important elements of the target date fund selection process. Register now for this 60-minute webinar, including a live Q & A. REGISTER NOW »         NEWS 9 Estate Planning Pitfalls to Avoid by RACHEL F. ELSON       NEWS 2 Most Important Things You Can Do With New Clients by RACHEL F. ELSON       NEWS Wealthy Can Expect Social Security Cuts Under Chris Christie's Plan: Retirement Scan           IN CASE YOU MISSED IT     IDEA EXCHANGE 7 Rules You Need to Know in Fiduciary Proposal by KEITH R. MCMURDY       NEWS Here's Why Updated ETF Data Is So Hard to Find by JOSEPH LISANTI       NEWS Advisors Urged to Help Clients Rethink Retirement Savings by KENNETH CORBIN       NEWS BlackRock Agrees to Pay $12M Over SEC Conflicts Claims             White Papers   Changing Firms: 5 Steps For a Smooth Transition WHITEPAPER If given the chance to do it over, advisors say they would put more effort into planning their transitions. READ MORE »   Working With Reps: 4 Best Practice from Top TAMPs WHITEPAPER It's a basic business tenet: you can only grow so quickly doing everything yourself. READ MORE »         Web Seminars   Help Wanted: Developing a Career Path for Bank Advisors WEBSEMINAR Banks are in a tough staffing position and there's no obvious short-term solution. READ MORE »   Closed-End Funds: Key Points Advisors Need to Know WHITEPAPER Closed-ends funds are in many ways the ideal vehicle for generating retirement income, which is why they are attracting so much advisor interest. READ MORE »                   FOLLOW US: @ finplan facebook         You are currently subscribed to Financial Planning Daily as: mainandwall@gmail.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below.     SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

HighTower Advisors - A New Business Model

Finance Shouldn’t Think Small | Enterprising Investor

Finance Shouldn’t Think Small | Enterprising Investor

The Outlook for Spain and the Eurozone | Enterprising Investor

The Outlook for Spain and the Eurozone | Enterprising Investor

Scapegoat: Who or What Should We Blame for Breaking the Post-Crash Economy? | Enterprising Investor

Scapegoat: Who or What Should We Blame for Breaking the Post-Crash Economy? | Enterprising Investor

Playing With The House Money...

Finance Shouldn’t Think Small | Enterprising Investor

Finance Shouldn’t Think Small | Enterprising Investor

Will Brokers Bow to Higher Fiduciary Standard?

Will Brokers Bow to Higher Fiduciary Standard?: U.S. regulators’ push to make stockbrokers more accountable to clients could end brokerages’ sales of proprietary or high-fee products.

Hedge Fund Billionaire Paul Tudor Jones Seeks Corporate Justice

Hedge Fund Billionaire Paul Tudor Jones Seeks Corporate Justice: Jones, founder of Tudor Investment Corp., has enlisted Deepak Chopra and Arianna Huffington as directors of his new charity.

MW/AMPM - Fixing The Losers Game and The Gamblers Lament....

Using Design Thinking......and Systems Thinking to Solve problems...

1- Asymmetrical Information....

2- 10-20 year Gap

The Multiple Dimensions of Money management

Portfolio Management is Different.....

Job is To Make Money...Read My Lips - The Job is to Make Money...

Fixing the Losers Game Requires StreetSmarts...

Here's Your Competetive Advantage

• No Investment Committee
• Go Anywhere access to Smaller Stocks
• ETC

Understand The Game - & Play in The Same Arena - In Real Time - Closing the Gap is A Losers Game...

An Investment Process Based on The Adaptive Model...

The Secret to Modular-Finance.....

..... Small Things can have a Big Difference - The little Big Things ~ as Tom Peters would Say...
pppl
ie DELL customer servive - passive/active...The Invisible hand & Moral Sentiments - Stocks for the Long Run - Cmplex Ssystems

Mathematicians and Artists Need Apply

Investors Hiring: Mathematicians and Artists Need Apply: One thing that the most-emulated institutional investors have in common: a commitment to innovation and new perspectives.

The Adaptive Model - The next Big Thing

The Adptive Model...







Investors Hiring: Mathematicians and Artists Need Apply

The Adaptive Model

As Charles Darwin Said, "It is not the strongest of the species that survive, nor the most intelligent, but the one that is mos responsive to change.


Innovation in the business of institutional Investment, then, is really about improving the quality of inputs and changing how those inputs are combined and mobilized. It may seem relatively simple, it's not.

The Rise of the Tech Model May Soon Make You Obsolete

The Rise of the Tech Model May Soon Make You Obsolete: Machine learning, artificial intelligence and other technological advances are transforming how pensions, endowments, sovereign funds and other institutions manage their assets.

Introducing The Adaptive Model

The Adpadtive Model Manages bot deliberate and Emergent Strategies, The Ability to Adapt To Changing Circumstances...

MW/AMPM

Financial Planning has always lagged ideas applied in academia and institutions by ten to twenty years..MAIN & WALL Capital Management Was created to Close that Gap. You can't do it with a new Slogan because StreetSmarts and Worldly Wisdom don't come in a Box...

When it Comes to Investment Management - Financial Planning has always lagged ideas in academia an institutions by 10 - 20 years

The Next Level is Uncertainty  an Financial Planners/Advisors are Unable to Manage Money at This Level...

MAN and Machine vs Man against Machine...

Fw: How To Connect Your Presentation To Client's Goals, Dreams & Fears

Sent from my Verizon Wireless BlackBerry

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From: Financial Advisor magazine <famag@fa-mag.com>

Sender: Financial Advisor magazine <karen@www-fa-mag.ccsend.com>

Date: Wed, 7 Jan 2015 11:14:58 -0500 (EST)

To: <mainandwall@gmail.com>

ReplyTo: famag@fa-mag.com

Subject: How To Connect Your Presentation To Client's Goals, Dreams & Fears

As a reader of Financial Advisor magazine, you may be interested in this promotion from RiXtrema:

How To Connect Your Presentation To Client's Goals, Dreams & Fears     Every tool you use must help in answering the 'so-what' question for your clients. Clients want to understand their investments and risks that they are taking. But that is not enough. Your presentation must speak to their goals, dreams and fears, otherwise all you have is a set of irrelevant numbers. Imagine being able to connect the risk that your clients take in the financial markets with their retirement goals in one simple screen. Watch this short video to see how it works. Click Here To Watch Video

Forward email This email was sent to mainandwall@gmail.com by famag@fa-mag.com |   Update Profile/Email Address | Rapid removal with SafeUnsubscribe™ | Privacy Policy. Financial Advisor Magazine | 499 Broad Street | Suite 120 | Shrewsbury | NJ | 07702

Fw: UBS Team With $500M AUM Joins HighTower

Sent from my Verizon Wireless BlackBerry

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Tue, 6 Jan 2015 12:01:42 -0500 (EST)

To: <mainandwall@gmail.com>

Subject: UBS Team With $500M AUM Joins HighTower

Home  |  Subscribe       Daily   Jan 06, 2015       Top Stories   UBS Team With $500M AUM Joins HighTower by MADDY PERKINS   The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management. READ MORE »   RIA Leaders: Top 20 Firms for 2015   Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far. READ MORE »       New Risks and Opportunities: Retirement Scan   New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns. READ MORE »   2015 Muni Expert Forecasts: High Demand, Rising Rates, Modest Issuance by CHRISTINE ALBANO   Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014. READ MORE »   Teaming Up? How to Form a Better Partnership by CHARLES PAIKERT   To make a deal work, "find out what values are most important to both of you," says Sean Montgomery, chief financial officer of The Bridgeway Group, based in Pasadena, Calif. READ MORE »   Wainscott Founder Gilbert's Son Charged in Killing of Father by PATRICIA HURTADO AND KATHERINE BURTON   The son of a hedge fund founder was charged with murder after New York police said he staged the shooting death of his father to look like suicide. READ MORE »           White Papers   Investment Management Consultants Association®: Top 3 Articles of 2014   The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing.  Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance. READ MORE »   Overcoming Transition Hurdles   One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations. Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.  *The Cogent Discovery Series: Advisor Channel Migration TrendsTM 2013.      READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   Deep Impact—How Optimal Social Security Strategies Affect Portfolio Longevity   Groundbreaking research in the Journal of Financial Planning reveals surprising findings about Social Security optimization and its outcome on two critical elements for a successful retirement--portfolio longevity and tax-efficient withdrawal strategies. READ MORE »   Increasing Customer Loyalty and Your Profits Simultaneously   Banks have had a tough time fitting retail securities into their traditional business mix. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For more information about reprints and licensing content from Financial Planning, please visit www.SourceMediaReprints.com or contact PARS International Corp. (212) 221-9595.   You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

Fw: Bill Gross: 'The Good Times Are Over'

Sent from my Verizon Wireless BlackBerry

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From: ThinkAdvisor Daily Wire <admin@enews.sbmedianews.com>

Date: Tue, 06 Jan 2015 15:32:07 -0500

To: <mainandwall@gmail.com>

ReplyTo: admin@enews.sbmedianews.com

Subject: Bill Gross: 'The Good Times Are Over'

View this in your browser   The Lead January 6, 2015 Bill Gross: ‘The Good Times Are Over’ The Janus manager locates the current market at the end of a decades-long, credit-fueled supercycle, noting “the time for risk taking has passed.” Read more Featured News Sallie Krawcheck Misses Wall St., Warns Volatility Will Hurt Banks “I'm a recovering research analyst, so I am a skeptic of everything,” Krawcheck said. Read more Oil’s Plunge Bad for Markets, Good for Economy: Expert There's "bleeding" into equities, notes Quincy Krosby of Prudential Financial, but few job losses in the energy field. Read more CFP Board Names Camarda Case Lawyer as Its General Counsel Leo Rydzewski hails from Holland & Knight, the law firm representing the Board in its legal battle against the Camardas. Read more Advertisement Need more touch points with your clients? Add to your marketing efforts by giving clients FREE investor fact sheets from popular investing sectors. Mariner Acquires RIA Vantage Investment Advisors Mariner Wealth Advisors expands its Northeast presence with acquisition of Pennsylvania-based RIA firm Vantage Investment Advisors. Read more Featured Commentary Economic Indicators and Their Effects on the Markets By Mike Patton Economist Bernard Baumohl draws links between specific economic indicators and the attendant reactions of stocks, bonds and the dollar. Read more     Introducing Earn and Track Credits with the new app from ThinkAdvisor Connect with us More eNewsletters Get the best of ThinkAdvisor, from proven market updates and news, the best in portfolio construction, wealth management, and retirement plans. Check out the ThinkAdvisor eNewsletters now Think Community Join ThinkAdvisor for free today.     You have received this email at mainandwall@gmail.com. Click here to unsubscribe from The Daily Wire. Privacy Policy | Advertise | eNewsletters | Magazines   Summit Professional Networks 4157 Olympic Blvd, Suite 225 Erlanger, KY 41018 1-800-543-0874