Abnormal Returns
NOVEMBER 9, 2023
The Fund An excerpt from "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend" by Rob Copeland. (semafor.com) An excerpt from "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend" by Rob Copeland. (businessinsider.com) An excerpt from "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend" by Rob Copeland.
Wealth Management
NOVEMBER 9, 2023
New York-based Arch, which aims to solve for the workflow and data problems behind alternative investments, has received funding from Focus Financial Partners, the founders of Vanilla and Altruist, and others.
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Abnormal Returns
NOVEMBER 9, 2023
Markets What does the S&P 493 tell us? (economist.com) Is this bond bear market worse than the 1970s? (ft.com) Finance Are bank stocks actually cheap? (ft.com) How rising interest rates will help hedge fund returns. (caia.org) FanDuel's parent company is planning a U.S. listing. (frontofficesports.com) Big Tech Apple's fiscal 2023 in charts, including rising services and wearables sales growth.
A Wealth of Common Sense
NOVEMBER 9, 2023
A reader asks: Can you please explain why financial media personnel keep saying the 60/40 is dead but they are not saying target date funds are dead? Last year was one of the worst years ever for a 60/40 portfolio of U.S. stocks and bonds. These are the 10 worst calendar year returns for a portfolio comprising the S&P 500 and 10 year Treasuries going back to 1928: By my calculations, 2022 was the third worst year for.
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Trade Brains
NOVEMBER 9, 2023
BoB World App Scam : The RBI raised a red flag against the Bank of Baroda (BoB) and has suspended their mobile app ‘BoB World’ from onboarding new clients because of a 22 lakh fraud affecting 362 customers. Nearly six customers have lost around Rs. 1.1 lakh each, whereas one lost almost Rs. 1.77 lakh, and an agent stole over Rs. 3.96 lakh. So, what in the world is ‘BoB World’?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 9, 2023
Industry sources say Focus Financial Partners' new private equity owner plans to merge the sprawling ecosystem of firms into a small number of its existing entities.
Calculated Risk
NOVEMBER 9, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending Nov 4, 2023 • Active inventory declined slightly, with for-sale homes lagging behind year ago levels by 0.2%. For 20 straight weeks, the number of homes available for sale has registered below that of the previous year, though by just a small margin this week. • N ew listings–a measure of sellers putting homes up for sale–were up this week, by 0.6% from
Wealth Management
NOVEMBER 9, 2023
Philanthropy experts answer advisor questions regarding donor advised funds and private foundations.
Calculated Risk
NOVEMBER 9, 2023
I'll have much more on these projections - and the implications for housing - soon (I'm sure housing economist Tom Lawler will comment!) From Census: U.S. Population Projected to Begin Declining in Second Half of Century The U.S. population is projected to reach a high of nearly 370 million in 2080 before edging downward to 366 million in 2100. By 2100, the total U.S. resident population is only projected to increase 9.7% from 2022, according to the latest U.S.
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.
Wealth Management
NOVEMBER 9, 2023
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
Calculated Risk
NOVEMBER 9, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-November A brief excerpt: The NAR reported sales were at a “seasonally adjusted annual rate of 3.96 million in September. Year-over-year, sales dropped 15.4% (down from 4.68 million in September 2022).” This was in line with the local markets I tracked for September.
Wealth Management
NOVEMBER 9, 2023
Via a “pass through” arrangement, Bank of Hawai‘i’s $23.5 billion broker/dealer subsidiary will gain access to Atria’s proprietary technology, including Clear1, Unio, and Contour, as well as home office support.
Advisor Perspectives
NOVEMBER 9, 2023
Earlier this month, I attended Bob Veres’ Insiders Forum conference in San Antonio. As it is every year, the highlight of the conference is Bob’s presentation of the Insiders Forum leadership award. This year’s recipient was Angie Herbers, my guest today. I cannot overstate the significance of this award. Virtually every other award in the advisor profession is part of a pay-for-play scheme, where the award is made with the expectation that the recipient will pay to attend some
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Wealth Management
NOVEMBER 9, 2023
Ghislain Gouraige, a 15-year UBS veteran and former leader of the firm’s Private Wealth Advisory Council, talks about what led him down the path to leave the wirehouse and build NewEdge Wealth with colleague Rob Sechan.
Integrity Financial Planning
NOVEMBER 9, 2023
As winter approaches, the weather outside is getting colder, and the nights are drawing in. It’s the perfect time to curl up on the sofa with a hot drink and enjoy some great films. Here are four fantastic movies that are perfect for the winter season. Christmas Inheritance First on the list is the heartwarming holiday tale “Christmas Inheritance.” This Netflix original film follows the story of a wealthy heiress, Ellen Langford, who is sent to deliver a Christmas card to her f
Wealth Management
NOVEMBER 9, 2023
Parsonex Capital Markets failed to tell clients that several of its reps and one of its affiliated firms had checkered regulatory histories, according to FINRA.
Advisor Perspectives
NOVEMBER 9, 2023
Whether or not you’re investing directly in China, there’s a possibility that what happens there will reverberate in your clients’ portfolios.
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.
Wealth Management
NOVEMBER 9, 2023
Industry players continue to assess the potential fallout of WeWork’s bankruptcy filing. Fannie Mae alerted lenders that all agency-backed loans involving brokers are now subject to pre-review, reported Commercial Observer. These are among the must reads from the real estate investment world to end the week.
MainStreet Financial Planning
NOVEMBER 9, 2023
Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. With the recent news of Mint shutting down, we wanted to share a few helpful alternatives for budgeting tools to help you stay on track with accomplishing your goals! YNAB – YNAB stands for “You Need a Budget” and it is one that I have personally used and recommend to friends and clients.
Wealth Management
NOVEMBER 9, 2023
Touissant Bailey on turning visions of impact investing into actionable and profitable solutions.
Calculated Risk
NOVEMBER 9, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • Veterans Day Holiday : Most banks will be closed in observance of Veterans Day. The stock market will be open. • At 10:00 AM ET, University of Michigan's Consumer sentiment index (Preliminary for November).
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Wealth Management
NOVEMBER 9, 2023
The firm has been investing in residential mortgages for the past eight years. It’s seeing better opportunities now than it has for some time, its co-founder says.
Calculated Risk
NOVEMBER 9, 2023
From STR: U.S. hotel results for week ending 4 November U.S. hotel performance showed an expected decline from the previous week as well as mixed year-over-year comparisons, according to CoStar’s latest data through 4 November. 29 October through 4 November 2023 (percentage change from comparable week in 2022): • Occupancy: 59.7% (-4.0%) • Average daily rate (ADR): US$152.90 (+2.0%) • Revenue per available room (RevPAR): US$91.23 (-2.1%) The decrease in occupancy was anticipated with Halloween f
Wealth Management
NOVEMBER 9, 2023
Monday, December 18, 2023 | 12:00 PM ET
Calculated Risk
NOVEMBER 9, 2023
The DOL reported : In the week ending November 4, the advance figure for seasonally adjusted initial claims was 217,000, a decrease of 3,000 from the previous week's revised level. The previous week's level was revised up by 3,000 from 217,000 to 220,000. The 4-week moving average was 212,250, an increase of 1,500 from the previous week's revised average.
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.
Wealth Management
NOVEMBER 9, 2023
The Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its public sanctions, but starting today the Board will make the actual orders available to the public.
Advisor Perspectives
NOVEMBER 9, 2023
In the week ending November 4, initial jobless claims were at a seasonally adjusted level of 217,000, a decrease of 3,000 from the previous week's revised figure. The latest reading is higher than the forecast of 215,000.
Trade Brains
NOVEMBER 9, 2023
Triveni Engineering Vs EID Parry : The recent few years have marked a significant change in the fuel & automotive policies of the country. The Government is looking to slowly phase out the use of harmful fossil fuels, alternating it with the use of an Ethanol Blend mixed with the traditional fuel. This gives a breath of fresh air to an otherwise large & slow-growing industry.
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