Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests that, in addition to reviewing their marketing tactics to see if they are reaching their ideal target prospects, firms might consider evaluating the

Financial Planner 169

Financial Planner Retirement Planning Financial Advice Financial Advisor 169

The Big Picture

JANUARY 3, 2025

This week, we speak with Sunaina Sinha , Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital , which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023.

Portfolio Management 163

Portfolio Management Assets Management Economics 163

A Wealth of Common Sense

JANUARY 3, 2025

In 2022, it was a bad year for the markets. At the time I wrote about how it was maybe one of the worst years ever when you consider bonds had a bear market at the same time as stocks. Last year I wrote about how 2023 was agood year which was nice because sometimes bad years are followed by bad years. I followed that up writing about how good years in the markets tend to cluster: Well, the S&P 500 was up 25% in 202.

Marketing 133

Marketing Marketing 133

Abnormal Returns

JANUARY 3, 2025

Markets Good years in the stock market tend to cluster. (awealthofcommonsense.com) How international stock markets performed in 2024. (novelinvestor.com) Just because the stock market is expensive, doesn't mean you should sell everything. (fa-mag.com) Crypto Memecoins are a way to learn about trading and markets. (howardlindzon.com) Microstrategy ($MSTR) is upping the ante on board pay.

Food 162

Food Manufacturing Economy Media 162

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

Management

Wealth Management

JANUARY 3, 2025

This growing alternative asset class focuses on purchasing and leasing aviation assets and can provide diversified and uncorrelated returns.

Assets 112

Assets 112

Wealth Management

JANUARY 3, 2025

Active ETFs continued to take a growing share of U.S. ETF inflows, rising to 24.6% in 2024 from 14.6% in 2022.

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Alpha Architect

JANUARY 3, 2025

Simple, easy-to-implement, systematic formula-based investing can still generate market outperformance, providing investors with efficient exposure to well-documented factor premiums. Investigating Simple Formulaic Investing was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Investments 104

Investments Investing Marketing Marketing 104

Advisor Perspectives

JANUARY 3, 2025

The US banking system’s reserves, a key factor in the Federal Reserve’s decision to keep shrinking its balance sheet, tumbled below $3 trillion to the lowest since October 2020.

Banking 98

Banking 98

Wealth Management

JANUARY 3, 2025

In an Indiana state court filing this week, the parties agreed to cover their costs. The suit sprang from a dispute over EverNests attempt to buy back a management interest in its firm from Sanctuary.

Management 97

Management 97

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

Advisor Perspectives

JANUARY 3, 2025

Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the December 2024 close.

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Wealth Management

JANUARY 3, 2025

Tuesday, March 04, 2025 | 2:30 PM ET

Clients 90

Clients 90

Calculated Risk

JANUARY 3, 2025

Wards Auto released their estimate of light vehicle sales for December: U.S. Light-Vehicle Sales End 2024 With Long-Time High December, Q4 SAARs (pay site). Decembers 6% year-over-year rise in the daily selling rate capped off a fourth quarter rebound after demand dropped in Q2 and Q3. The return to growth was aided by rising inventory, increased retail incentives and lower interest rates, while pull-ahead volume of electric vehicles from expectations of cuts in government incentives could have

Sales 72

Sales Retail Government 72

Wealth Management

JANUARY 3, 2025

Tuesday, February 25, 2025 | 2:00 PM ET

Taxes 86

Taxes 86

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.

Clients

Advisor Perspectives

JANUARY 3, 2025

The yield on the 10-year note ended January 3, 2025 at 4.60%, the 2-year note ended at 4.28%, and the 30-year at 4.82%.

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Wealth Management

JANUARY 3, 2025

In addition, an interesting read on understanding large language models and the NCIRP is seeking public comment.

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Advisor Perspectives

JANUARY 3, 2025

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

Valuation 59

Valuation Marketing Marketing 59

Wealth Management

JANUARY 3, 2025

Thiel's Indivisible Partners is now liveandhas recruited a former Merrill advisor team, New York-based Woodring I LeRoy Capital Advisors, with about $640 million in client assets.

Recruitment 83

Recruitment Assets Clients 83

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

Advisor Perspectives

JANUARY 3, 2025

The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.

Marketing 59

Marketing Marketing 59

Wealth Management

JANUARY 3, 2025

A correction may seem overdue, but timing it is hard and regular investments pay rich rewards in the long term.

Investments 81

Investments Investing 81

Advisor Perspectives

JANUARY 3, 2025

At the end of December, the inflation-adjusted S&P 500 index price was 187% above its long-term trend, up from November.

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Wealth Management

JANUARY 3, 2025

Atlas Financial Advisors falsely claimed Morningstar had verified and validated the hypothetical performance of its proprietary Portfolio Shield strategies,according to the SEC. It is the Commission's latest enforcement action stemming from recently implemented RIA marketing rules.

Portfolio 80

Portfolio Commission Financial Advisor Marketing 80

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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

JANUARY 3, 2025

Maybe you have a pile of cash to invest, but you’re terrified of putting it into a US stock market near record highs.

Investments 59

Investments Investing Marketing Marketing 59

Wealth Management

JANUARY 3, 2025

Paperwork covering a plethora of newfangled offerings was filed with the Securities and Exchange Commission as 2024 was ending.

Commission 79

Commission 79

Validea

JANUARY 3, 2025

In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares his expertise on using machine learning and natural language processing to identify companies rich in intellectual property, brand equity, human capital, and network effects.

Assets 52

Assets Investing Investments Marketing 52

Wealth Management

JANUARY 3, 2025

Paperwork covering a plethora of newfangled offerings was filed with the Securities and Exchange Commission as 2024 was ending.

Commission 72

Commission 72

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Numbers

Random Roger's Retirement Planning

JANUARY 3, 2025

Barron's had a short article looking at global macro funds. We dig into the space here a little bit, several AQR funds seems to delve into macro and the article also included Campbell Systematic Macro (EBSIX) which we often use for blogging purposes as a proxy for managed futures. The article also mentioned three funds that were new to me. Fulcrum Diversified Absolute Return Fund (FARIX) OnTrack Core Fund (OTRFX) Quantified Alternative Investment Fund (QALTX) It's always interesting to see wheth

Management 52

Management Portfolio Investing Investments 52

Wealth Management

JANUARY 3, 2025

A correction may seem overdue, but timing it is hard and regular investments pay rich rewards in the long term.

Investments 59

Investments Investing 59

Advisor Perspectives

JANUARY 3, 2025

The S&P 500 snapped a 5-day losing streak on Friday but still ended the week with a loss, finishing down 0.48% from last Friday. The index currently sits 2.43% below its record close from December 6th, 2024 and is up 1.26% year to date (it's only January 3rd though).

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