Abnormal Returns

FEBRUARY 13, 2024

Private equity What does the research say about private equity performance? (morningstar.com) Why it's so hard to compare public and private investments. (caia.org) Fund management How should we assess 'pedigree' when it comes to investment managers? (investmentecosystem.com) Why hedge funds are happy with higher short term interest rates. (bloomberg.com) Quant stuff Researchers are now unleashing ChatGPT on stock selection models.

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Accounting Management Assets Investing 307

A Wealth of Common Sense

FEBRUARY 13, 2024

There are now six stocks in the S&P 500 with trillion-dollar valuations: Microsoft ($3.1 trillion) Apple ($2.9 trillion) Nvidia ($1.8 trillion) Amazon ($1.8 trillion) Google ($1.9 trillion) Facebook ($1.2 trillion) The numbers are getting so big it’s almost hard to comprehend. Bank of America noted in a research piece last week that Nvidia by itself is now worth more than the entire Chinese stock market.

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Marketing Marketing Valuation Banking 144

Abnormal Returns

FEBRUARY 13, 2024

Markets Why the Magnificent Seven are outperforming: earnings. (apolloacademy.com) Markets work: the case of lithium. (marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. (ofdollarsanddata.com) Per KKR ($KKR), family offices are set to boost their exposure to alternatives. (institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't.

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Financial Advising Startup Retail Media 278

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melody Townsend. Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and

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Clients Certified Financial Planner Financial Advisor Financial Planner 130

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

Calculated Risk

FEBRUARY 13, 2024

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined and is now up 3.6% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through January 2024. Services were up 5.0% YoY as of January 2024, unchanged from 5.0% YoY in December.

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Food 126

Advisor Perspectives

FEBRUARY 13, 2024

Financial advisors can get swept up in the whirlwind of big marketing initiatives. But routine, everyday tactics are vital. Here are nine routines to embrace.

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Marketing Marketing Financial Advisor 114

Wealth Management

FEBRUARY 13, 2024

Three experts provide answers to some common questions regarding SECURE Act 2.0.

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Advisor Perspectives

FEBRUARY 13, 2024

Once again, as we have argued several times before, if the Fed, once after having achieved its 2% target and remained at the target for several years, decides that a different target may be more effective for conducting monetary policy, they may decide to change the target.

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Wealth Management

FEBRUARY 13, 2024

The Investment Adviser Association is worried the potential rules would duplicate protections that already exist, according to the organization’s general counsel.

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Investing Investments 119

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

Trade Brains

FEBRUARY 13, 2024

Piercing Line Candlestick Pattern are an important tool of technical analysis to learn the price movement of securities.Among different types of candlestick patterns present, here we shall discuss the meaning, formation and trading strategies of the multiple candlestick pattern Piercing Line. Pattern formation helps traders identify the trend of security with a view to entry and exit opportunities to build valuable trading strategies.

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Risk Management Management Banking Marketing 105

Wealth Management

FEBRUARY 13, 2024

The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry.

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Wealth Management Management 119

Calculated Risk

FEBRUARY 13, 2024

From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent in January on a seasonally adjusted basis, after rising 0.2 percent in December, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.1 percent before seasonal adjustment. The index for shelter continued to rise in January, increasing 0.6 percent and contributing over two thirds of the monthly all items increase.

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Food Medical Insurance 102

Wealth Management

FEBRUARY 13, 2024

The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. The inclusion of a stock in an ETF can improve its underlying pricing, according to research featured in UCLA Anderson Review. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Assets 115

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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

Discipline Funds

FEBRUARY 13, 2024

The January CPI came in much hotter than expected. Does this mean the 2024 rate cuts are off the table? Does it mean inflation is about to flare up again? Let’s take a closer look at what’s happening here and where inflation (and interest rates) might be headed this year. Headline inflation came in at 3.1% while core CPI came in at 3.9%.

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Marketing Marketing 98

Wealth Management

FEBRUARY 13, 2024

The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.

Banking 111

Banking Assets 111

Million Dollar Round Table (MDRT)

FEBRUARY 13, 2024

By Grant W. Hicks, CIM Do top financial advisors have better technology, products or services than average advisors? Likely, they don’t. The key fundamental difference for successful financial advisors is offering emotionally compelling advice to their clients. How many advisors communicate is uninspiring, offering clients financial plans that look like instruction manuals or, worse, spreadsheets.

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Communication Clients Financial Advisor Financial Planning 92

Wealth Management

FEBRUARY 13, 2024

Vistria Group's Daniel Bryant has a new take on the converge of wealth and retirement and benefits at work.

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Retirement 111

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

Random Roger's Retirement Planning

FEBRUARY 13, 2024

The catalyst for this post was a write up from Cliff Asness titled Why Not 100% Equities? It's a good quick read that got me thinking about focusing on longer term portfolio outcomes versus short term portfolio gratification. As I thought about where to go with this I thought of the Cockroach Portfolio. Here is a link to one of my posts in Aug 20222 where I took a stab at trying build it using exchange traded products.

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Portfolio Management Taxes Investing 75

Wealth Management

FEBRUARY 13, 2024

What might make FSC for Advisors more compelling is the news that Attune WealthData powered by BridgeFT is now available on the Salesforce AppExchange.

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The Irrelevant Investor

FEBRUARY 13, 2024

Today’s Animal Spirits is brought to you by Spear Funds: See here for more information on the Spear Alpha ETF On today’s show, we discuss: Mcdonalds earnings Yes, that Big Mac meal may cost $18 – but there’s one good reason for it Credit Bidenomics for rising US wages Maybe we’re thinking of the P/E ratio all wrong NVDA is now worth as much as the whole Chinese stock market David Einhorn on p.

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Marketing Marketing 75

Wealth Management

FEBRUARY 13, 2024

The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies.

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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

Advisor Perspectives

FEBRUARY 13, 2024

The Consumer Price Index for Urban Consumers (CPI-U) released for January puts the year-over-year inflation rate at 3.09%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 8th straight month. However, inflation remains above the 10-year moving average which is now at 2.76%.

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Wealth Management

FEBRUARY 13, 2024

Robb Baldwin of TradePMR cautions M&A as a growth tactic.

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Advisor Perspectives

FEBRUARY 13, 2024

Headline inflation cooled in January while core inflation was flat. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 3.1% year-over-year while core CPI remained at 3.9%. Both readings came in higher than their respective forecasts.

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Calculated Risk

FEBRUARY 13, 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.

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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

Advisor Perspectives

FEBRUARY 13, 2024

Here’s how your clients’ birthdays trigger marketing moments that matter.

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Marketing Marketing Clients 64

Calculated Risk

FEBRUARY 13, 2024

The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.5% in January. The 16% trimmed-mean Consumer Price Index increased 0.5%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".

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Food Banking 64

Advisor Perspectives

FEBRUARY 13, 2024

There is a five-step process to turn someone into a COI.

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