Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 189

Financial Planner Clients Compliance Numbers 189

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. This is leading to a number of new regulations, such as the stress testing requirements for banks.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. As Fed Chair Jerome Powell noted after the Fed’s May meeting, Fed members didn’t think the hot inflation data negated the progress made in the second half of 2023. New highs scare many investors, but history suggests more new highs will follow.

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

NOVEMBER 4, 2024

However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). But those numbers are backward looking.

Marketing 96

Marketing Marketing Economy Numbers 96

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Compliance Officer. 12 Highest Paying Jobs in Finance. Chief Financial Officer. Average salary: $314,481 per year.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Carson Wealth

JANUARY 13, 2025

While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. Monthly numbers can be noisy and so a 3-month average is helpful. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 Compliance Case # 7521978.1._011325_C on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

NOVEMBER 21, 2023

In 2023, the RBI imposed monetary penalties on eight government banks, adding up to Rs. crores on June 22 Reason for imposing the penalty is for non-compliance with certain directions issued by RBI on ‘Loans and Advances – Statutory and Other Restrictions’ and the Advisory on ‘Man in the Middle (MiTM) Attacks in ATMs’ (the Advisory).

Government 59

Government Banking Compliance Accounting 59

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. We’ve heard from many investors asking how the S&P 500 could possibly do well in 2024 after gaining more than 20% in 2023. million jobs.

Marketing 96

Marketing Marketing Economy Numbers 96

Harness Wealth

FEBRUARY 5, 2025

The Internal Revenue Service (IRS) adjusts FEIE exclusion amounts annually based on inflation, with the exclusion amounts for the past 5 years being as follows: Tax Year FEIE Amount 2025 $130,000 2024 $126,500 2023 $120,000 2022 $112,000 That said, the FEIE only applies to foreign earned income, with foreign passive income ineligible for exclusion.

Taxes 52

Taxes Compliance Accounting Government 52

Good Financial Cents

JANUARY 11, 2023

Being a financial analyst at a bank requires more than just crunching numbers. They must make decisions with the utmost accuracy and integrity to ensure compliance with banking regulations and protect the financial institution from costly legal or financial repercussions. Financial Analyst. Average Salary: $91,580 per year.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. The FBAR is one of many obscure and seemingly benign tax forms that can trip up otherwise compliant taxpayers.

Accounting 100

Accounting Compliance Taxes Banking 100

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

DECEMBER 9, 2024

The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). It was strong even in 2022 and 2023, which was another clue that a recession wasnt imminent. For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. Between 1985 and 2024, there were 8.5 upsets per tournament (4.7

Numbers 75

Numbers Marketing Marketing Medicine 75

Carson Wealth

MARCH 3, 2025

It is also the first time the S&P 500 is negative (although only down 1%) over three calendar months since October 2023. Thats just about half the contribution we saw in 2023 and 2024. These numbers are well ahead of the pace of inflation. Here Comes March In the end, the S&P 500 fell 1.3% in January (equivalent to 5.5%

Marketing 78

Marketing Marketing Government Economy 78

Carson Wealth

OCTOBER 23, 2023

Through June 2023, the economy grew 2.4% The consumption numbers quoted above came amidst surging student loan payments. Compliance Case # 01945554 _102323_C The post Market Commentary: Another October Low Forming? after adjusting for inflation, matching the average annual pace between 2010 and 2019. in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. The economy continues to appear in good shape. Real incomes continue to climb, which remains a key source of support in the U.S.’s

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

OCTOBER 14, 2024

In fact, it hasn’t been up six weeks in a row since late 2023. To be bullish two years ago (and most of 2023) was quite an experience, since any optimism was widely greeted with scorn. This quote perfectly fits the permabears, who were so certain of a recession and a bear market in early 2023, only to see the complete opposite occur.

Marketing 96

Marketing Marketing Numbers Food 96

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 299

Assets Clients Investing Investments 299

Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? from the seller.

Financial Advisor 59

Financial Advisor Assets Management License 59

Carson Wealth

JULY 8, 2024

In fact, the last time it fell 2% or more in one day was way back in February 2023! These numbers can and will be revised, and so it helps to look at the 3-month average. That number has been trending down since earlier this year, but it’s at a healthy 177,000 right now, above the 166,000 average pace in 2019. for 7 months now.

Marketing 97

Marketing Marketing Economy Numbers 97

Sara Grillo

NOVEMBER 8, 2022

You should get this run by compliance before publishing any of this text. You should ask compliance for them. After spending (X number of) years at (whatever past job), I founded this flat fee advisor practice. January 11 th , 2023. February 8 th , 2023. March 8 th , 2023. April 12 th , 2023.

Compliance 52

Compliance Wealth Management Financial Advice Financial Planning 52

Trade Brains

SEPTEMBER 26, 2024

NSE also oversees compliance by its members and listed companies with relevant rules and regulations. Financial Highlights Of NSE IPO Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,508 5,625 8,929 11,856 14,780 Net Profit (Crores) 1885 3573 5198 7356 8306 EBITDA(Crores) 2,706 4690.98 in March 2024.

Compliance 90

Compliance Banking Management Risk Management 90

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% in 2023 and crashed further to 1.5% in 2023, which is faster than China’s growth rate of around 5%, the first time that’s happened in several decades! and 2017-2019 pace of 2.8%. economy grew 5.8%

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

SEPTEMBER 18, 2023

As the chart below shows, the primary driver of disinflation over the past year, from a peak of 9% in June 2022 to 3% in June 2023, was falling energy prices. Housing makes up 40% of core inflation, and the August numbers showed the official data is catching up to private rental data, albeit slowly. That slowed to a 5.5-7%

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

OCTOBER 9, 2023

Overall income in the economy is dependent on three factors: Employment growth Hourly wage growth Number of hours worked All of the above are running strong, and so overall income growth across the economy is strong. Compliance Case # 01928848_100923_C The post Market Commentary: Another October Bottom? That is powering consumption.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

APRIL 8, 2024

rally for the S&P 500 in the fourth quarter of 2023, the index provided an encore performance in the first quarter with a 10.2% gain, but not a bad number by any means. That’s coming off an average of 212,000 in the fourth quarter of 2023. reported revenue growth, which are strong year-over-year numbers.

Marketing 96

Marketing Marketing Valuation Economy 96

Diamond Consultants

DECEMBER 20, 2022

And based on our own experience (as hard numbers are not yet available), that activity continued throughout the second half of the year, despite volatile market headwinds. All that said, how will the activity of 2022 impact 2023 and beyond? The 10 Emerging Trends for 2023. Here’s what we foresee….

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

Carson Wealth

SEPTEMBER 5, 2023

The Labor Market Is Also Normalizing At the beginning of the year, we labeled our 2023 outlook “The Edge of Normal” as we expected markets and the economy to normalize in 2023. These numbers can be volatile, as we were reminded by the downward revisions to prior data. Normalization has now continued into August.

Marketing 89

Marketing Marketing Economy Compliance 89

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Numbers may not total due to rounding. Numbers may not total due to rounding. Interestingly we have added more to both Microsoft and Coloplast already in 2023 as the IRRs improved.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

SEPTEMBER 22, 2023

MRL exported tires to a number of nations, including the United States, the Middle East, Pakistan, and Afghanistan. In terms of employment services, it offers permanent recruitment services, temporary staffing options, and regulatory consulting for labour law compliance. In the truck and bus markets, MRL had a 15% market share.

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Carson Wealth

MAY 13, 2024

The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. would avoid one.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

OCTOBER 7, 2024

Following October 7, 2023, oil soared, stocks sold off hard for three weeks, fear spread, and the bears were in control. Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. in April 2023 to 4.3% in July of this year.

Marketing 96

Marketing Marketing Economy Economics 96