Wealth Management

APRIL 2, 2024

The acquisition expands iCapital’s data management and reporting capabilities.

Management 295

Management 295

Calculated Risk

APRIL 2, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 million on the last business day of February , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations were little changed at 5.8 million and 5.6 million, respectively. Within separations, quits (3.5 million) and layoffs and discharges (1.7 million) changed little. emphasis added The following graph shows job openings (black line), hires (da

Numbers 283

Numbers Economy Marketing Marketing 283

Wealth Management

APRIL 2, 2024

The influence of active management on Morningstar’s Style Box.

Management 292

Management 292

Abnormal Returns

APRIL 2, 2024

Markets The VIX and credit spreads are both near multi-year lows. (entrylevel.topdowncharts.com) Everybody loves gold. (barrons.com) Companies GE's ($GE) split into three companies is now complete. (axios.com) Tesla's ($TSLA) inventory numbers are on the rise. (finance.yahoo.com) Sports Silver Lake is taking Endeavor ($EDR) private. (variety.com) Liberty Media ($FWONK) is taking control of MotoGP.

Financial Advising 277

Financial Advising Media Economy Numbers 277

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Wealth Management

APRIL 2, 2024

Oil, gas and energy ETFs posted the best returns over the last three years.

290

290

Abnormal Returns

APRIL 2, 2024

Lists Cullen Roche's top ten pet peeves including 'Passive investing will destroy the world.' (disciplinefunds.com) 11 things that don't make sense to Cliff Asness including 'We believe even modest amounts of leverage is risky…but large concentrated bets like being 100% in equities are just peachy keen.' (aqr.com) Active management If passive investing is bad for market efficiency, why aren't active managers cleaning up?

Management 229

Management Economics Investing Investments 229

Calculated Risk

APRIL 2, 2024

Wards Auto released their estimate of light vehicle sales for February: Affordability Front-and-Center in March U.S. Light-Vehicle Sales Gain (pay site). Combined market share of non-luxury small cars and small and midsize CUVs increased to 42.1% in March from same-month-2023’s 36.5%. Thanks to that boost, total deliveries in March increased year-over-year despite a decline in sales of all pickups, SUVs, vans, midsize cars and luxury-priced cars.

Sales 228

Sales Marketing Marketing 228

Wealth Management

APRIL 2, 2024

The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.

Clients 289

Clients 289

Calculated Risk

APRIL 2, 2024

Notes: This CoreLogic House Price Index report is for February. The recent Case-Shiller index release was for January. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: US Annual Home Price Growth Slows but Still Up by Over 5% in February • U.S. single-family home prices rose by 5.5% year over year in February and are expected to taper to 3.1% growth by February 2025. • Four of the top five states with the highest annual home pri

Sales 195

Sales Numbers Marketing Marketing 195

Wealth Management

APRIL 2, 2024

Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 288

Investing Investments Wealth Advisor Accounting 288

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Accounting

Nerd's Eye View

APRIL 2, 2024

Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep fascination with technology and i

Clients 189

Clients Financial Advisor Assets Retirement 189

Wealth Management

APRIL 2, 2024

It almost always pays to be positive.

287

287

Calculated Risk

APRIL 2, 2024

Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in February; Up 5.9% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 5.9% in February , down from up 6.2% YoY in January. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023.

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189

Wealth Management

APRIL 2, 2024

Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.

Investing 286

Investing Investments 286

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Calculated Risk

APRIL 2, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for March. This report is for private payrolls only (no government). The consensus is for 155,000 payroll jobs added in March, up from 140,000 added in February. • At 10:00 AM, the ISM Services Index for March.

Government 182

Government 182

Wealth Management

APRIL 2, 2024

Bonds may help investors reduce their tax burden.

Taxes 275

Taxes 275

A Wealth of Common Sense

APRIL 2, 2024

Millennials around my age group graduated into the teeth of the Great Financial Crisis. The labor market stunk and not just for a short while. The unemployment rate in America averaged nearly 7% from 2006 through the end of 2015: It was hard for young people to find work. And if you did find a job it probably wasn’t something you actually wanted to do.

Marketing 143

Marketing Marketing 143

Wealth Management

APRIL 2, 2024

EP grows assets by nearly $1.

Wealth Advisor 272

Wealth Advisor Assets 272

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

Sales

Million Dollar Round Table (MDRT)

APRIL 2, 2024

By Sherry Lee Ong When your client is signing their application form, quickly take a photo of them. Have it printed and attach it to their policy. Include this note: “Today, [today’s date], I have made an important decision to take care of the future of my spouse and kids. I trust that my agent, and their company, will fulfill their promise.” In this way, you set your policy contract apart from all other contracts, because it has a deeper visual reminder of what life insurance all about.

Clients 103

Clients Insurance Management 103

Wealth Management

APRIL 2, 2024

Monday, April 29, 2024 | 1:00 PM Eastern Daylight Time

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271

Random Roger's Retirement Planning

APRIL 2, 2024

Northwestern Mutual published a report about the state of retirement and of course all the numbers are grim. You can read about at Yahoo and Bloomberg. Their survey says that Americans believe they will need $1.46 million to retire, up about 50% from 2020, while the average retirement account balance is $88,000. Bloomberg had a generational breakdown of balances and for Gen-X the average was $108,000 and for Baby Boomers it was $120,000.

Retirement 94

Retirement Taxes Numbers Accounting 94

Wealth Management

APRIL 2, 2024

Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.

Planning 267

Planning 267

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Accounting

The Irrelevant Investor

APRIL 2, 2024

Today’s Animal Spirits is brought to you by YCharts and KraneShares: See here for YCharts’ blog on improving client retention with proposals & reports See here and here for our discussion with KraneShares discussing China and KraneShares full China Internet ETF suite See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: The psychologist who turned the investing.

Clients 84

Clients Investing Investments 84

Advisor Perspectives

APRIL 2, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 75

Valuation Marketing Marketing 75

Trade Brains

APRIL 2, 2024

Bearish Homing Pigeon Pattern: Market participants rely on technical analysis to speculate and predict the short-term movement in the stock price. Technical analysis consists of multiple methods to analyze the market. Candlesticks pattern is one of the methods under technical analysis which is used to predict the movement in the stock prices. In this article on the Bearish Homing Pigeon Pattern, we will try to understand trading strategies with its formation, trends, and examples.

Marketing 59

Marketing Marketing Portfolio Investments 59

Advisor Perspectives

APRIL 2, 2024

Based on the March S&P 500 average of daily closes, the Crestmont P/E of 37.2 is 148% above its arithmetic mean, 170% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.

Valuation 64

Valuation Marketing Marketing 64

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Validea

APRIL 2, 2024

Twin Momentum is a unique investing approach that combines two powerful momentum factors to identify stocks with strong potential for outperformance. Validea’s Twin Momentum strategy is based on the research paper “Twin Momentum” by Dashan Huang, Huacheng Zhang, Guofu Zhou, and Yingzi Zhu, which explores the effectiveness of combining price momentum and fundamental momentum in stock selection.

Assets 59

Assets Portfolio Investing Investments 59

Indigo Marketing Agency

APRIL 2, 2024

Indigo Marketing Agency has announced the release of new tiers to their legacy Total Marketing Package tailored for financial advisors. The release offers a tiered pricing system that gives advisors added scalability and control over their communication and brand. Indigo Marketing Agency gives financial advisors additional tools to enhance their web presence, connect with more clients, and develop a solid lead generation pipeline.

Marketing 52

Marketing Marketing Financial Advisor Budgeting 52

Advisor Perspectives

APRIL 2, 2024

Gas prices were little changed from last week. As of April 1st, the prices of regular gas fell 1 cent while the price of premium gas rose 1 cent from the previous week. The WTIC end-of-day spot price for crude oil closed at $83.71, up 2.1% from last week.

52

52

Indigo Marketing Agency

APRIL 2, 2024

Just like a Swiss Army knife preps you to be ready for anything, email marketing equips financial advisors with the means to nurture leads, educate clients, and build lasting relationships…all with the click of a button. Today, we can take advantage of email tools that make digital marketing for financial advisors 99% less work, making it a set-it-and-forget-it strategy you can kick-start once and profit from forever.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Accounting