Nerd's Eye View
JUNE 14, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from sharing expertise and back-office support.
Abnormal Returns
JUNE 14, 2024
Strategy How popularity can drive a fund's returns, for aw a while at least. (wsj.com) Index investing never goes out of style. (humbledollar.com) On the legacy of Danny Kahneman. (albertbridgecapital.com) Finance The biggest hedge funds are looking to offload capital to other managers. (wsj.com) Increased competition is already putting private credit at risk (economist.com) Another VC, Lightspeed Venture Partners, is registering as an RIA.
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Alpha Architect
JUNE 14, 2024
Volatility laundering causes the risk-adjusted returns and the diversification benefits of private equity to be significantly overstated. However, the problem of volatility laundering is not a problem for all private investments, specifically not for high-quality, floating rate, private credit. Private Equity May Not Be the Diversifier We Think (Due to Volatility Laundering), But Private Credit Could Be was originally published at Alpha Architect.
A Wealth of Common Sense
JUNE 14, 2024
There’s a lot that took place during the early days of the pandemic that still blows my mind. Schools were shut down. No sports. No one really left their house. And tens of millions of people started working from home in the biggest labor market experiment in history. Employers and employees were given no warning. There were no focus groups, training sessions or prep time.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Advisor Perspectives
JUNE 14, 2024
Consumer sentiment fell to a 7-month low in June according to the preliminary report for the Michigan Consumer Sentiment Index. The index dropped 3.5 points (-5.1%) to 65.6 from May's final reading. The latest reading was below the forecast of 72.1.
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Trade Brains
JUNE 14, 2024
Yes Bank: Imagine a nation without a secure and efficient banking system. Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. They act as intermediaries, collecting savings from individuals and businesses, then channelling those funds into productive investments.
Random Roger's Retirement Planning
JUNE 14, 2024
Randy Forsyth got on the capital efficiency/risk barbelling bandwagon in this week's column. Obviously I got a big kick out of that. Michael Hartnett from BofA apparently said something to the effect of 70% in T-bills "clipping" more than 5% and 30% in YOLO like the artificial intelligence theme. One of the comments, always read the comments, mentioned that this is what Nassim Taleb talked about doing ages ago.
Wealth Management
JUNE 14, 2024
The new business, to be named Eldridge, is set to combine at least six existing platforms backed by Boehly’s Eldridge Industries with insurer Security Benefit.
NAIFA Advisor Today
JUNE 14, 2024
Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability.
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
JUNE 14, 2024
By embracing a data-driven approach and leveraging intent data, financial advisors can significantly enhance their client engagement efforts.
Calculated Risk
JUNE 14, 2024
From STR: U.S. hotel results for week ending 8 June The U.S. hotel industry reported higher performance results from the previous week but mixed comparisons year over year, according to CoStar’s latest data through 8 June. 2-8 June 2024 (percentage change from comparable week in 2023): • Occupancy: 69.1% (-0.1%) • Average daily rate (ADR): US$160.90 (+1.8%) • Revenue per available room (RevPAR): US$111.26 (+1.7%) emphasis added The following graph shows the seasonal pattern for the hotel occupan
Wealth Management
JUNE 14, 2024
Roughly 100 clients of Fidelity Investments are rolling out expanded benefits to help employees struggling to pay down debts and save for retirement.
Calculated Risk
JUNE 14, 2024
From BofA: Since last week,1Q GDP tracking is down from 1.6% q/q saar to 1.5% q/q saar and 2Q GDP tracking is up two-tenths to 1.8%. [June 14th estimate] emphasis added From Goldman: Our 2024Q2 GDP growth tracking estimate is now down to 2.1% (vs. the Atlanta Fed at 3.1%) and our 2024 Q4/Q4 GDP growth forecast is now down to 2% but still above consensus.
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Wealth Management
JUNE 14, 2024
U.S. marriage benefits regulate virtually every aspect of how clients manage taxes, finances, inheritance, housing and healthcare.
Calculated Risk
JUNE 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in May A brief excerpt: The National Association of Realtors (NAR) is scheduled to release May Existing Home Sales on Friday June 21st at 10 AM ET. The early consensus is for 4.10 million SAAR, down from 4.14 million in April, and down from 4.23 million in May 2023.
Wealth Management
JUNE 14, 2024
Bitcoin retreated after setting a record of $73,798 in March and rallies back toward the peak have repeatedly fizzled.
Advisor Perspectives
JUNE 14, 2024
The updated projection shows the likelihood of one rate cut by the end of 2024.
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
Wealth Management
JUNE 14, 2024
The SEC approved an initial round of applications last month from several exchanges to trade the products.
Advisor Perspectives
JUNE 14, 2024
The S&P 500 rose for a second straight week, finishing up 1.58% from last Friday. The index is currently up 14.52% year to date and has recorded a new all-time high 29 times this year.
Wealth Management
JUNE 14, 2024
The IQ MacKay Securitized Income ETF launched on May 31. The actively managed fund has assets of $86 million.
Advisor Perspectives
JUNE 14, 2024
This is turning out to be a “landmark year” for the crypto industry, Binance Holdings Ltd. Chief Executive Officer Richard Teng said, thanks to growing regulatory clarity, more mainstream adoption and the launch of exchange-traded funds tied to Bitcoin.
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Your Richest Life
JUNE 14, 2024
On average, physicians are the highest paid professionals in the U.S. But even the best paid physicians need to plan carefully for their retirement, and make sure they’re truly putting away enough to be comfortable in their golden years. Here are some ways to assess your own savings, and retire without financial strain: How much should you save? Despite the higher earning potential, physicians can – and do – run into challenges that prevent them from saving enough for retirement.
Advisor Perspectives
JUNE 14, 2024
A historically strong start to the year for the US stock market should continue into the second half of 2024, according to JPMorgan Chase & Co.’s asset management division.
oXYGen Financial
JUNE 14, 2024
Advisor Perspectives
JUNE 14, 2024
Leverage the power of AI to help optimize your business and complete the picture for your clients. Download our paper, Unleashing AI Powered Growth, for an overview of the opportunities you could be taking advantage of, as well as the top AI tools available to help you transform your 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!
oXYGen Financial
JUNE 14, 2024
Advisor Perspectives
JUNE 14, 2024
Group of Seven leaders meeting in Italy this week will pledge to tighten enforcement of their price cap on Russian oil, choke the Kremlin’s future energy projects and reduce Moscow’s revenues from metals, according to a statement seen by Bloomberg.
oXYGen Financial
JUNE 14, 2024
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