The Reformed Broker
OCTOBER 17, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tighteni.
Abnormal Returns
OCTOBER 17, 2023
Trend following The case for medium-term trend signals. (mrzepczynski.blogspot.com) The problem with trend following systems: an abundance of parameters. (priceactionlab.com) Research On the corporate bond factor zoo. (papers.ssrn.com) There is still no good explanation for momentum. (alphaarchitect.com) Why post-earnings drift happens. (klementoninvesting.substack.com) Does private credit have a return smoothing problem?
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Nerd's Eye View
OCTOBER 17, 2023
Welcome back to the 355th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Arends. Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.
Abnormal Returns
OCTOBER 17, 2023
Markets How war affects the markets, largely through higher inflation. (ofdollarsanddata.com) Why TIPS now merit 'serious consideration.' (morningstar.com) Fund management An overview of the short term bond fund space. (morningstar.com) Do investors really understand the return profile of options-writing funds? (etf.com) Private credit Smoothed returns have generated a lot of interest in private credit funds.
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The Big Picture
OCTOBER 17, 2023
The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
OCTOBER 17, 2023
On a monthly basis, retail sales were up 0.7% from August to September (seasonally adjusted), and sales were up 3.8 percent from September 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for September 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $704.9 billion, up 0.7 percent from the previous month, and up 3.8 percent above September 2022.
Wealth Management
OCTOBER 17, 2023
The new Fidelity Independence Hub offers information and tools for advisors thinking about striking out on their own.
A Wealth of Common Sense
OCTOBER 17, 2023
Like many retirees, Henry Flagler decided to spend his later years on the sunny beaches of Florida. However, Flagler wasn’t there to relax and drink Pina Coladas. No, the former oil tycoon was there to build up the coastlines, railroads, and cities before Florida was even a destination. Flagler was a partner of John Rockefeller’s at Standard Oil.
Wealth Management
OCTOBER 17, 2023
Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.
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.
NAIFA Advisor Today
OCTOBER 17, 2023
NAIFA's Chapter Excellence Award (CEA) was launched this year to recognize the success of those Chapters that have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating, and membership growth. Congratulations to this year's Chapter Excellence Award winners!
Wealth Management
OCTOBER 17, 2023
Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
Trade Brains
OCTOBER 17, 2023
Best Multibagger Stocks in the Last 10 Years : Multibagger stocks are those that have returned 100% or more in a specific time period. Meaning, if you invested Rs. 1 lakh into a Multibagger it would return 2 lakh or more within that specified time period. Best Multibagger Stocks in the Last 10 Years In this article about Best Multibagger Stocks in the Last 10 Years, we shall see the stock fundamentals, and their 10year returns Best Multibagger Stocks in the Last 10 Years #1 – The Fertiliz
Wealth Management
OCTOBER 17, 2023
Charles Schwab execs say RIA asset attrition ahead of the Labor Day conversion was less than expected, even with a “substantial” number of RIAs actively booted in the TD Ameritrade merger.
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
Trade Brains
OCTOBER 17, 2023
On Door Concepts IPO Review : On Door concepts is coming up with its Initial public offering. This is an SME (small and medium-sized enterprise) which is going to be listed on NSE SME. The IPO will be open for subscription on 23rd October 2023 and closes on 27th October 2023. This article about On Door Concepts IPO Review, including an in-depth analysis of the company’s financials and the strengths and weaknesses of On Door concepts.
Wealth Management
OCTOBER 17, 2023
Zephyr Market Strategist Ryan Nauman reviews the current investment environment.
Million Dollar Round Table (MDRT)
OCTOBER 17, 2023
By Corey Williams I used to create my annual goals in January, but it always felt like it was the end of January before I was kicking into it. So, I pulled my annual goals back from doing them in January to December, but it still felt like I was lagging in the new year. Now, I plan my goals in October or November for the upcoming year. When I start earlier, I feel like I’m getting ahead of the game and getting a good run into things.
Wealth Management
OCTOBER 17, 2023
The superstar is on the cusp of becoming ultra-wealthy, which is an opportunity to think about how to honor the sensibilities and economic realities of her young fanbase on an ambitious scale.
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.
Calculated Risk
OCTOBER 17, 2023
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 40, down from 44 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Mortgage Rates Well Above 7% Continue to Hammer Builder Confidence Stubbornly high mortgage rates that have climbed to a 23-year high and have remained above 7% for the past two months continue to take a heavy toll on builder confidence, as sentiment levels have dropped
Wealth Management
OCTOBER 17, 2023
Choice Hotels International offered $9.8 billion in stock and debt assumption to buy out Wyndham Hotels & Resorts, reports CoStar News. Cohen & Steers looked at what the September selloff in publicly-traded REITs said about the market. These are among today’s must reads from around the commercial real estate industry.
Advisor Perspectives
OCTOBER 17, 2023
Industrial production rose for a third straight month in September, surpassing expectations yet again. On a monthly basis, industrial production rose 0.3%, outpacing the projected 0.1% growth. Additionally, compared to one year ago, industrial production showed an increase of 0.08%.
Wealth Management
OCTOBER 17, 2023
Snowden Lane Partners: A calibrated blend of autonomy and support.
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.
Advisor Perspectives
OCTOBER 17, 2023
High mortgage rates continue to impact builder confidence as the National Association of Home Builders (NAHB) Housing Market Index (HMI) fell for a third consecutive month. The index dropped 4 points from last month to 44, the index's lowest level since January.
Wealth Management
OCTOBER 17, 2023
When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve.
Carson Wealth
OCTOBER 17, 2023
Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor. The post 2023 Highlights: Q4 Update appeared first on Carson Wealth.
Wealth Management
OCTOBER 17, 2023
“By selling United Capital and by selling PFM … it allows us to take the resources and the investment we might’ve geared toward growing that and add it to our investment in ultra-high-net-worth growth,” said Goldman CEO David Solomon.
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.
Advisor Perspectives
OCTOBER 17, 2023
Gas prices continued to drop this week as they fell to their lowest level since July. As of October 16, the price of regular and premium gas both fell by 11 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $86.66, up 0.3% from last week.
Wealth Management
OCTOBER 17, 2023
Merrill added about 33,500 net new client relationships year-to-date, according to the firm's third quarter earnings. Wells Fargo also announced earnings this week, with mixed results for its wealth management business.
Calculated Risk
OCTOBER 17, 2023
From the Fed: Industrial Production and Capacity Utilization Industrial production increased 0.3 percent in September and advanced at an annual rate of 2.5 percent in the third quarter. Manufacturing output rose 0.4 percent in September, the index for mining moved up 0.4 percent, and the index for utilities decreased 0.3 percent. At 103.6 percent of its 2017 average, total industrial production in September was 0.1 percent above its year-earlier level.
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