Abnormal Returns
SEPTEMBER 23, 2024
Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. (youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. (kitces.com) Brendan Frazier talks with Isaac Presley about how to create more intentional goals. (podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners.
Nerd's Eye View
SEPTEMBER 23, 2024
Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.
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Abnormal Returns
SEPTEMBER 23, 2024
Markets The U.S. stock market is up 35 of the past 52 weeks. (sherwood.news) The U.S. is 26% of global GDP. The stock market makes up 63% of global market cap. (mailchi.mp) The Fed It's not unusual for the Fed to cut rates when stocks are at an all-time high. (awealthofcommonsense.com) We give the Fed way more credit than they deserve. (aswathdamodaran.blogspot.com) Fed members talk WAY too much these days.
Wealth Management
SEPTEMBER 23, 2024
The full extent of the benefits to real estate investment of lower rates will also depend on whether the Fed sticks a soft landing.
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
Carson Wealth
SEPTEMBER 23, 2024
Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish development for investors. First things first, why are they cutting?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
XY Planning Network
SEPTEMBER 23, 2024
Email marketing remains a powerful tool in the digital marketing landscape, especially for financial professionals. Despite the rise of social media, email campaigns continue to deliver high engagement rates due to the trusted relationships financial advisors build with their clients. Choosing the right email campaign software is crucial for maximizing these benefits and ensuring effective client communication.
Calculated Risk
SEPTEMBER 23, 2024
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Both inventory and sales are well below pre-pandemic levels, and I think we need to keep an eye on months-of-supply to forecast price changes. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely any time soon - however, as expected, months-of-supply is back to 2019 levels.
Wealth Management
SEPTEMBER 23, 2024
Debra Brennan Tagg was with Osaic for 25 years before making the change to NewEdge.
Norman Marks
SEPTEMBER 23, 2024
Sometimes, auditors are responsible for a serious risk continuing. At Business Objects, I attended an audit committee (I was the VP, Internal Audit) when the two EY partners reported that their testing of internal controls had identified a serious weakness.
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Wealth Management
SEPTEMBER 23, 2024
Listen as Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services, as she discusses how being an employee-owned firm empowers advisors to prioritize client relationships without external pressures.
Advisor Perspectives
SEPTEMBER 23, 2024
There’s opportunism — and there’s Qualcomm Inc.’s approach to buy Intel Corp. The acquisitive semiconductor giant has an opening to attempt such a momentous deal thanks to the yawning gap between their market capitalizations. The snag is that many obstacles remain to a successful transaction.
Wealth Management
SEPTEMBER 23, 2024
Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.
Advisor Perspectives
SEPTEMBER 23, 2024
The Federal Reserve’s interest rate cut last week has led many to wonder what it means for mortgage rates. The housing website Redfin noted that some would-be homebuyers aren’t aware that we’ve already seen a steep decline, while others are waiting for mortgage rates to fall more.
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
Calculated Risk
SEPTEMBER 23, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.31% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.31% as of August 31, 2024. According to MBA’s estimate, 155,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.
Advisor Perspectives
SEPTEMBER 23, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of September 13, the index was at 23.029, up 0.875 from the previous week, with 4 of the 6 components in expansion territory.
Calculated Risk
SEPTEMBER 23, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Slightly Higher to Start New Week Mortgage rates rose modestly last week after hitting long term lows before the Fed announced its 0.50% rate cut. In not so many words, mortgage rates had already gotten in position for that cut and were thus left to undergo a mild correction. [ 30 year fixed 6.20% ] emphasis added Tuesday: • At 9:00 AM ET, S&P/Case-Shiller House Price Index for July.
Wealth Management
SEPTEMBER 23, 2024
Finance is rushing to use rapidly evolving AI tools. As the machines get smarter, the risks get weirder.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Truemind Capital
SEPTEMBER 23, 2024
Are you feeling lost when it comes to managing your finances? Or maybe you’ve got big goals like buying a home, paying off debt, or saving for retirement, but you’re not sure where to start? That’s where a financial coach comes in! A financial coach helps you understand your financial situation, set realistic goals, and create a plan to reach financial stability.
Wealth Management
SEPTEMBER 23, 2024
Hightower Las Vegas' Adam Thurgood shares insights on what the Fed decision means for bond and equity markets.
Random Roger's Retirement Planning
SEPTEMBER 23, 2024
I went down a portable alpha rabbit hole. We've discussed it plenty, using the terms capital efficiency and return stacking more often that portable alpha. It is essentially using leverage to add exposure beyond a 100% portfolio. Portable alpha a little more specifically is the matching up of beta (simple market exposure like via an index fund) with an alpha seeking strategy.
NAIFA Advisor Today
SEPTEMBER 23, 2024
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce a new exclusive partnership with the Hoopis Performance Network (HPN) and LIMRA that will provide NAIFA members with access to the highly acclaimed Trustworthy Selling Program. Previously available only to enterprises, this partnership marks the first time the program, developed by LIMRA and HPN, will be accessible to individual NAIFA members.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Cornerstone Financial Advisory
SEPTEMBER 23, 2024
Weekly Market Insights | September 23rd, 2024 Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36 percent, while the Nasdaq Composite rose 1.49 percent.
Prosperity Coaching
SEPTEMBER 23, 2024
There is an undeniable pull toward someone in a leadership position. When they walk into a room, the entire space fills with this charismatic energy and authoritative stance that draws your attention. However, not all leaders are created equal. What works for a Fortune 100 CEO is completely different from […] The post Financial Advisor Leadership: What is Your Leadership Style?
Advisor Perspectives
SEPTEMBER 23, 2024
A popular rebuttal of the idea that the US ought to worry about its surging public debt is, “What about Japan?” America’s taxpayers are currently on the hook for 123% of gross domestic product, exceeding the previous record of 118% in the aftermath of the second world war, and the number is going up.
Don Connelly & Associates
SEPTEMBER 23, 2024
As you might already know, financial advisors need to be good business people to succeed, which entails having a solid business plan, creating an ideal client profile, developing project management skills, and acting and thinking like a CEO. Those are critical foundational elements for any financial advisor with ambitions of growing a successful business.
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!
Advisor Perspectives
SEPTEMBER 23, 2024
Federal Reserve Bank of Atlanta President Raphael Bostic said starting the central bank’s cutting cycle with a large move will help bring interest rates closer to neutral levels as the risks between inflation and employment become more balanced.
Validea
SEPTEMBER 23, 2024
In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today. We explore crucial concepts like: The difference between investing and speculating Understanding expectations investing Why fundamentals still matter, even in today’s market The paradox of skill in investing H
Advisor Perspectives
SEPTEMBER 23, 2024
What is your personal financial code of conduct? Whether you’re consciously aware of it or not, chances are you have an internal set of standards and taboos that guide the way you handle money.
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