Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless 'treadmill' of constant sales, allowing them to invest in growth by hiring staff and delegating tasks.

Financial Advice 222

Financial Advice Communication Sales Assets 222

Abnormal Returns

NOVEMBER 14, 2024

Books An excerpt from "The Nvidia Way: Jensen Huang and the Making of a Tech Giant" by Tae Kim. (barrons.com) An excerpt from “The Second Fifty: Answers to the 7 Big Questions of Midlife and Beyond” by Debra Whitman. (wsj.com) Culture Is the love song really dying? (pudding.cool) The case against 'cotton candy culture.' (honest-broker.com) Why Bill Watterson of 'Calvin & Hobbes' fame stands out.

Taxes 159

Taxes Economics 159

Wealth Management

NOVEMBER 14, 2024

The influence of content marketing goes well beyond simple brand awareness; it is a crucial asset for educating, engaging and building trust with both prospective clients and colleagues.

Marketing 115

Marketing Marketing Education Assets 115

Calculated Risk

NOVEMBER 14, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-November 2024 A brief excerpt: This 2-part overview for mid-October provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! I’m watching months-of-supply closely. New home inventory, as a percentage of total inventory, is still very high.

Marketing 108

Marketing Marketing Numbers Sales 108

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Wealth Management

NOVEMBER 14, 2024

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired.

Clients 102

Clients 102

NAIFA Advisor Today

NOVEMBER 14, 2024

Peter Wood is an accomplished financial advisor and active member of NAIFA with over a decade of experience in the industry. Starting as a multi-line captive agent, he now co-owns a multi-state firm that spans over 12 states and runs a mastermind coaching program for insurance agents. Apart from insurance, Peter coaches competitive bands and drumlines, matching his passion for mentorship in music with his professional endeavors.

Insurance 98

Insurance Financial Advisor 98

Advisor Perspectives

NOVEMBER 14, 2024

US producer prices picked up in October, fueled in part by gains in portfolio management costs and other categories that feed into the Federal Reserve’s preferred inflation gauge.

Portfolio Management 98

Portfolio Management Portfolio Management 98

Wealth Management

NOVEMBER 14, 2024

The alternative asset manager is launching its first interval fund and serving as a core independent manager on another as it looks to develop new products.

Retail 105

Retail Marketing Marketing Assets 105

Calculated Risk

NOVEMBER 14, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 29.2% YoY, but still down 21.1% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 26.1% YoY.

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Sales Numbers Marketing Marketing 98

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Wealth Management

NOVEMBER 14, 2024

At Nitrogen’s 2024 Fearless Investing Summit, Billy Oliverio, executive vice president and chief marketing officer for United Planners, discusses the critical need for independent advisors to prioritize business continuity and succession planning.

Planning 97

Planning Investing Investments Marketing 97

A Wealth of Common Sense

NOVEMBER 14, 2024

We also talked about the impact of the deficit on the stock market, how tariffs work, the long-term trend of interest rates and how to fix government debt levels. Further Reading: The Relationship Between Wages and Inflation The post Is the United States Going Broke? appeared first on A Wealth of Common Sense.

Government 97

Government Marketing Marketing 97

Wealth Management

NOVEMBER 14, 2024

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.

Insurance 94

Insurance Wealth Management Management Distribution 94

Calculated Risk

NOVEMBER 14, 2024

The DOL reported : In the week ending November 9, the advance figure for seasonally adjusted initial claims was 217,000 , a decrease of 4,000 from the previous week's unrevised level of 221,000. The 4-week moving average was 221,000, a decrease of 6,250 from the previous week's unrevised average of 227,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

Wealth Management

NOVEMBER 14, 2024

Joe Duran, CEO of RISE Growth Partners, shares key strategies for advisors to evolve and scale their businesses at the Nitrogen 2024 Fearless Investing Summit.

Investing 98

Investing Investments 98

Advisor Perspectives

NOVEMBER 14, 2024

Wholesale inflation rose 0.2% last month, matching economist estimates. The producer price index for final demand was up 0.3% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 1.9% in September to 2.4% in October.

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Wealth Management

NOVEMBER 14, 2024

Former InvestCloud CEO John Wise brings over Nicole Nakashian, former COO at InvestCloud, to lead operations at his new technology venture.

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Recruitment 105

Calculated Risk

NOVEMBER 14, 2024

From Fed Chair Powell: Economic Outlook. Excerpt: The recent performance of our economy has been remarkably good, by far the best of any major economy in the world. Economic output grew by more than 3 percent last year and is expanding at a stout 2.5 percent rate so far this year. The labor market remains in solid condition, having cooled off from the significantly overheated conditions of a couple of years ago, and is now by many metrics back to more normal levels that are consistent with our e

Economy 57

Economy Economics Marketing Marketing 57

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

Numbers

Wealth Management

NOVEMBER 14, 2024

Some big investors use public REITs to gain exposure to property types that are harder to reach through private vehicles.

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Advisor Perspectives

NOVEMBER 14, 2024

Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.

Retail 52

Retail Economy 52

Wealth Management

NOVEMBER 14, 2024

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

Management 111

Management 111

Darrow Wealth Management

NOVEMBER 14, 2024

Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. There are two types of stock options: incentive stock options and non-qualified stock options. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, the general rules can change during a merger or acquisition.

Taxes 52

Taxes Sales Wealth Management Planning 52

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning

Wealth Management

NOVEMBER 14, 2024

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating $83 trillion generational wealth transfer.

Assets 87

Assets Investing Investments 87

Random Roger's Retirement Planning

NOVEMBER 14, 2024

Bloomberg had a long writeup on a new, not that new, investment product called significant risk transfer or SRT. At first glance, they appear to be a cousin of catastrophe bonds. Insurance companies lay off a portion of their risk to things like hurricanes or tornados through catastrophe, cat, bonds. SRTs appear to do pretty much the same thing for banks.

Investing 52

Investing Investments Insurance Retail 52

Wealth Management

NOVEMBER 14, 2024

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true fiduciary.

Financial Advisor 95

Financial Advisor 95

Validea

NOVEMBER 14, 2024

In this special “Emergency Room” episode of Excess Returns, Matt Zeigler is joined by Ben Hunt and Grant Williams for a candid discussion of the 2024 post-election landscape and its implications for markets. The guests explore how trust, or lack thereof, shapes both political and market narratives, examining the transformation of capital markets into what they describe as a “political utility” where “number go up” has become the prevailing faith.

Marketing 52

Marketing Marketing Economics Numbers 52

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!

Management

Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

Taxes 83

Taxes Tax Planning Planning Investing 83

Advisor Perspectives

NOVEMBER 14, 2024

This series has been updated to include the October release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $51,359, down 6.5% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.

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Wealth Management

NOVEMBER 14, 2024

Rush Benton will join as Cascadia Capital CEO and Chairman Michael Butler departs after 13 years on the board.

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