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.

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Financial Advice Communication Sales Assets 246

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.

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Government Marketing Marketing 133

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.

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Marketing Marketing Education Assets 124

Carson Wealth

NOVEMBER 14, 2024

As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term care, including who will need it, the associated costs, and how you can plan more effectively.

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Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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 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.

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Retail Marketing Marketing Assets 119

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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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.

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Marketing Marketing Numbers Sales 110

Wealth Management

NOVEMBER 14, 2024

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

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Management 111

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.

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Insurance Financial Advisor 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

There's a new paradigm in wealth management regarding supported independence.

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Wealth Management Management 105

Calculated Risk

NOVEMBER 14, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Retail sales for October will be released. The consensus is for a 0.3% increase in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for November. The consensus is for a reading of 3.5, up from -11.9. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for October.

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Retail Sales Manufacturing 104

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.

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Assets Investing Investments 105

Financial Symmetry

NOVEMBER 14, 2024

In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of … Continued The post What Today’s Valuations Are Telling Investors appeared first on Financial Symmetry, Inc.

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Valuation Marketing Marketing 64

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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

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

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Economy Economics Marketing Marketing 59

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.

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Clients 105

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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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

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

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Portfolio Assets Management 105

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.

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Marketing Marketing Economics Numbers 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.

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Financial Advisor 104

MainStreet Financial Planning

NOVEMBER 14, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, November 21st at 6:45 pm ET | 3:45 pm PT ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W.

Assets 52

Assets Planning Estate Planning CFP 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

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

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Advisor Perspectives

NOVEMBER 14, 2024

Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. The Bureau of Labor Statistics (BLS) divides all expenditures into eight categories and assigns a relative size to each. The pie chart illustrates the components of the Consumer Price Index for Urban Consumers, the CPI-U.

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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.

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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.

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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

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.

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Insurance Wealth Management Management Distribution 98

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.

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Taxes Sales Wealth Management Planning 52

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.

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