Abnormal Returns
JULY 15, 2024
Markets When it comes to markets, speed isn't always better. (forkingpaths.co) Europe's luxury good stocks have had a good decade. (sherwood.news) Asset management Asset managers are seeing falling profitability. (institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealth management division saw a boost in revenue. (cnbc.com) Funds The outskirts of the ETF industry are growing and getting weirder.
Wealth Management
JULY 15, 2024
InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.
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Abnormal Returns
JULY 15, 2024
Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. (wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. (standarddeviationspod.com) Elena Krasnow and Jimmy Moock talk with Michael Batnick about how Ritholtz Wealth goes about hiring and what he enjoys most about creating content.
Advisor Perspectives
JULY 15, 2024
Notwithstanding whether there was a formal agreement, the petrodollar is not going anywhere. Even if Saudi Arabia accepts rubles, yuan, pesos, or gold for its oil, it will need to convert those currencies into dollars in almost all instances.
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
Wealth Management
JULY 15, 2024
Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 15, 2024
Summit Planning Group is the latest team to move to the independent broker/dealer in response to Osaic's acquisition of Lincoln’s $115 billion wealth business.
XY Planning Network
JULY 15, 2024
Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda. Wednesday, October 16th is XYPN LIVE’s unique full-day Exhibit Hall that pulls back the curtain on what other advisors are adopting, outsourcing, and leveraging in their tech stack.
Wealth Management
JULY 15, 2024
The bank's Asset & Wealth Management segment is becoming a bigger contributor to the firm’s overall growth.
Norman Marks
JULY 15, 2024
I have written a lot of blog posts and books over the years. Earlier this year, my blog passed two lifetime milestones: over a million individual readers and two million page views[1]. Join in my celebration! I don’t write to make money.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Wealth Management
JULY 15, 2024
With the estate tax exemption sunset looming, the time to begin planning is now.
Financial Symmetry
JULY 15, 2024
One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did Bobby Bonilla Day make the right decision to take annual … Continued The post How to Decide Whether to Take a Pension or a Lump Sum, Ep #220 appeared first on Financial Symmetry, Inc.
Wealth Management
JULY 15, 2024
Younger investors are wrong to think all assets are interchangeable. Watches and sneakers can’t compare with a traditional 60/40 portfolio.
A Wealth of Common Sense
JULY 15, 2024
Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoint’s monthly update. On today’s show, we discuss: Standpoints total investable universe Eric’s background prior to Standpoint As.
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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!
Wealth Management
JULY 15, 2024
ETF managers remained busy in closing out the first half of 2024. Overall, asset mangers launched 50 ETFs in June.
Advisor Perspectives
JULY 15, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of July 5th, the index was at 18.568, down 1.062 from the previous week, with 4 of the 6 components in expansion territory.
Wealth Management
JULY 15, 2024
RPAs, wealth advisors and record keepers are competing for the same assets.
Calculated Risk
JULY 15, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates' Impressive Winning Streak Faces Increasing Resistance We occasionally reference 5 day winning streaks for mortgage rates as the sort of uncommon occurrence that greatly increases the odds of at least a temporary pullback. Longer streaks do happen, but odds of a pullback increase sharply after 8 days.
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!
Wealth Management
JULY 15, 2024
Investors added $83 billion to ETFs and $35 billion to fixed-income overall.
Calculated Risk
JULY 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July 2024 A brief excerpt: Last week, in Part 1: Current State of the Housing Market; Overview for mid-July 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
XY Planning Network
JULY 15, 2024
Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda. Wednesday, October 16th is XYPN LIVE’s unique full-day Exhibit Hall that pulls back the curtain on what other advisors are adopting, outsourcing, and leveraging in their tech stack.
Random Roger's Retirement Planning
JULY 15, 2024
On Sunday and Monday, I went down a bit of a replication rabbit hole. Replication is pretty much what it sounds like. Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.
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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
JULY 15, 2024
All eight indexes on our world watch list have posted gains through July 15th, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 23.09%. The U.S.'s S&P 500 finished in second with a YTD gain of 18.73% while India's BSE SENSEX finished in third with a YTD gain of 12.20%.
MainStreet Financial Planning
JULY 15, 2024
In our fast-paced world – we are increasingly conducting more and more of our lives online. From paying our credit cards, viewing investments or bank accounts, connecting with friends and family and so on. I wrote an article about this last spring with five of the best ways to protect your identity online and they are still some of the most tried and true ways to protect yourself and are worth reiterating – Freeze your credit Use a password manager Review your credit report annually Use only sec
Advisor Perspectives
JULY 15, 2024
BlackRock Inc. hauled in $51 billion of client cash to its long-term investment funds in the second quarter, pushing the world’s largest money manager to a record $10.6 trillion of assets.
Alpha Architect
JULY 15, 2024
We find that a significant share of Canadian Bitcoin owners have low crypto knowledge and low financial literacy. We also find gender differences in crypto literacy among Bitcoin owners, with female owners scoring lower in Bitcoin knowledge than male owners. Crypto owners know Crypto…but not finance was originally published at Alpha Architect.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Advisor Perspectives
JULY 15, 2024
Apple Inc. surged to another record high on Monday after the tech giant was named a top pick at Morgan Stanley, with the broker seeing the launch of the company’s artificial intelligence platform triggering a record rush among users to upgrade their smartphones, tablets and computers.
Don Connelly & Associates
JULY 15, 2024
Financial advisors' success hinges on building trust and long-term relationships. To do that effectively, they need to target the right audience—individuals who value their expertise and require the specific services they offer. Successful advisors know how to identify a niche that represents their ideal client. More importantly, they know how to reach out in a way that leads to a connection without resorting to pushy sales tactics.
Advisor Perspectives
JULY 15, 2024
With the S&P 500 index up almost 18 percent since the beginning of this year, now may be a good time to check how well your retired or near retired clients’ household assets match up with their expected spending liabilities.
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