Abnormal Returns
SEPTEMBER 30, 2024
Markets The China stock market rally is very broad. (sherwood.news) China's stock market is on board with economic stimulus. (axios.com) The China stock market rally has gotten U.S. ETF investor attention. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) 42% of the Russell 2000 companies have negative earnings.
Nerd's Eye View
SEPTEMBER 30, 2024
When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. However, while business owners can be compelling clients, they can also be difficult to find and prospect in the first place.
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Abnormal Returns
SEPTEMBER 30, 2024
Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. (kitces.com) Dan Haylett talks with George Kinder author of "The Three Domains of Freedom." (humansvsretirement.com) Bogumil Baranowski talks with Dan Solin, author of "Ask: How to Relate to Anyone." (talkingbillions.co) Private equity Peter Mallouk on the downsides of PE deals.
Wealth Management
SEPTEMBER 30, 2024
The Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF looks to give investors 85% exposure to the tech index, with the remainder used as collateral to buy dividends in the futures market in a bid to eke out six times what the Nasdaq 100 would pay out.
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
XY Planning Network
SEPTEMBER 30, 2024
As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.
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Advisor Perspectives
SEPTEMBER 30, 2024
Sand. Salt. Iron. Copper. Oil. Lithium. These, not petabytes or algorithms or innovative ideas, are the building blocks of human life as we know it. At least that’s what Ed Conway, author of Material World, tells us.
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Carson Wealth
SEPTEMBER 30, 2024
The Bull Market Continues Stocks had a rough start to September, but the bull market continued and it is looking like the S&P 500 will be higher this year in the usually weak month of September. (The S&P 500 was up 1.7% on a total return basis as of Friday, September 27, with one trading day left in the month.) Assuming September holds up, stocks would be up eight of the first nine months of the year (with only the usually bullish month of April in the red) and up 10 of 11 months going b
Wealth Management
SEPTEMBER 30, 2024
Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Random Roger's Retirement Planning
SEPTEMBER 30, 2024
A few days ago I hit the 20 year anniversary of when I first started blogging. I found blogger when I heard about the Mozilla browser, I downloaded it and Blogger was prepopulated in the bookmarks. I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. That original blog was called Random Roger's Big Picture.
Wealth Management
SEPTEMBER 30, 2024
The commission alleged two advisors defrauded clients by allocating unprofitable trades into their accounts, netting millions in "illicit" profits for themselves.
Calculated Risk
SEPTEMBER 30, 2024
From Fed Chair Powell: Economic Outlook ( Watch here on YouTube ). Excerpt: Our economy is strong overall and has made significant progress over the past two years toward achieving our dual-mandate goals of maximum employment and stable prices. Labor market conditions are solid, having cooled from their previously overheated state. Inflation has eased, and my Federal Open Market Committee colleagues and I have greater confidence that it is on a sustainable path to 2 percent.
Wealth Management
SEPTEMBER 30, 2024
CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its own minority investment in the firm in 2020.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Financial Symmetry
SEPTEMBER 30, 2024
When we see advertisements or receive emails and texts about being able to get “free” money with no strings attached, we typically see it as spam, too good to be true, or a way for our data to be collected. … Continued The post Unclaimed Property: Free Money You Didn’t Even Know About appeared first on Financial Symmetry, Inc.
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Calculated Risk
SEPTEMBER 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.11% month-over-month on a seasonally adjusted (SA) basis in August. On a year-over-year basis, the National FMHPI was up 3.7% in August, down from up 4.5% YoY in July.
Wealth Management
SEPTEMBER 30, 2024
A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Calculated Risk
SEPTEMBER 30, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in August and a Look Ahead to September Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in August.
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Norman Marks
SEPTEMBER 30, 2024
This post is (again) going to upset some people. My hope is that even if you disagree with me, it will make you think. Let’s start with a provocative statement: The only risk that matters (much) is one that will have a notable effect on achieving enterprise objectives.
Wealth Management
SEPTEMBER 30, 2024
Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
Trade Brains
SEPTEMBER 30, 2024
Business Process Services (BPS) play a crucial role in transforming business operations. Organizations empower themselves to streamline processes and reduce costs effectively. The demand for BPS has surged as companies focus on core competencies while outsourcing. This trend fosters a competitive edge in the global market. With a skilled workforce and technological advancements, India remains a top destination for BPS.
Wealth Management
SEPTEMBER 30, 2024
Top performers include state-sponsored offerings from BlackRock Advisors, T. Rowe Price, Hartford Funds and Putnam.
Random Roger's Retirement Planning
SEPTEMBER 30, 2024
Just some quick hits in this post. The Tradr 2X SPY Quarterly ETF (SPYQ) will start trading tomorrow (per a Tweet) as originally expected. They need some amount of time to show they can deliver on a quarterly result but I think these would be the best tool for building any sort of capitally efficient portfolio, with idea being to avoid the complexity of multi-asset funds.
Wealth Management
SEPTEMBER 30, 2024
The fund, called the SPDR SSGA Apollo IG Public & Private Credit ETF, still needs to win regulatory approval from the SEC.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Advisor Perspectives
SEPTEMBER 30, 2024
Valid until the market close on October 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Wealth Management
SEPTEMBER 30, 2024
Watch the wholesalers for early warning signs of the next record keeper to exit the 401(k) business.
Advisor Perspectives
SEPTEMBER 30, 2024
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) edged up to 46.6 in September from 46.1 in July. The latest reading is better than the 46.1 forecast but keeps the index in contraction territory for a tenth straight month.
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