Abnormal Returns

DECEMBER 10, 2024

Markets 7 lessons from 2024 including 'Returns are lumpy.' (bilello.blog) The stock market is up big in 2024, but these stocks are down big. (sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. (ft.com) Every asset manager's annual outlook reads the same. (behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements.

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Wealth Management

DECEMBER 10, 2024

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Calculated Risk

DECEMBER 10, 2024

Marketing 72

Marketing Marketing 72

Wealth Management

DECEMBER 10, 2024

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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

Steve Sanduski

DECEMBER 10, 2024

Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock n roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). In a Nutshell: Great copy means you’ll never experience a failure to communicate.

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Clients Communication Financial Advisor Media 52

FMG

DECEMBER 10, 2024

Are you looking for a unique way to strengthen client connections? The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and enjoyable event, we’ve gathered some of the best ideas from your peers.

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Wealth Management

DECEMBER 10, 2024

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Steve Sanduski

DECEMBER 10, 2024

Guest: Nikolee Turner , MEd, MBA, Managing Director, Business Consultant, Advisor Services at Charles Schwab. In a nutshell: There’s an old saying that a good deal makes both sides unhappy. But, by some estimates, as many as half of the RIA owners who have sold their firms recently have reported seller’s remorse. And in an M&A transaction, you can bet that if something isn’t sitting right with the seller, there are probably a significant number of RIA buyers who are struggl

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Communication Consulting Management Numbers 52

Wealth Management

DECEMBER 10, 2024

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Wealth Management Management 67

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

Indigo Marketing Agency

DECEMBER 10, 2024

Protect Your Rankings: Navigating AI Content Risks in 2025 Googles ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material. Advisors relying solely on AI-generated content risk lower rankings and diminished credibility as Google increasingly prioritizes originality, expertise, and user value.

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Financial Advisor Clients Marketing Marketing 52

Wealth Management

DECEMBER 10, 2024

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Wealth Management Management 63

Validea

DECEMBER 10, 2024

Despite lagging behind in market performance, smaller companies’ underlying business strength remains solid. This disconnect has created numerous investment opportunities among smaller companies that often get overlooked in favor of well-known large companies. At Validea, we evaluate stocks using 22 different quantitative models. These models are derived from the investment approaches of legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research.

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Investments Investing Marketing Marketing 52

A Wealth of Common Sense

DECEMBER 10, 2024

My first experience in the finance world was working for a team of sell side analysts. These are the research teams who cover certain stocks within a specific sector of the market.1 They produce research on each company while providing price targets and buy/sell/hold ratings. As an impressionable youth in the finance world, I assumed the people paying for this research did so for the price targets and strong buy or sell r.

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Marketing Marketing Wealth Management Management 75

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

Wealth Management

DECEMBER 10, 2024

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Investments Investing 51

Carson Wealth

DECEMBER 10, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy The emotional and psychological benefits of charitable giving are well documented. It can feel very rewarding to make a difference in the world, and there are many worthy organizations that depend heavily on private funding. But there are also financial benefits that can go along with charitable giving.

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Taxes Distribution Financial Advisor Assets 52

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. You will learn how to use digital tools to boost your online presence. We will also explore content marketing to help you stand out in your field. Find out why personalizing your approach is important for advisors. Learn how to tailor your messages for different clients.

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Financial Advisor Marketing Marketing Clients 52

Wealth Management

DECEMBER 10, 2024

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Advertisement

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

By Jennifer P. Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. First, I would ask clients how much they were saving each year for retirement. They knew what they were putting directly into their retirement accounts, but I wanted to know how much of their income they were saving for the future.

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Clients CFP Financial Planning Retirement 52

Wealth Management

DECEMBER 10, 2024

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Calculated Risk

DECEMBER 10, 2024

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Wealth Management

DECEMBER 10, 2024

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Calculated Risk

DECEMBER 10, 2024

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YouSet Insurance

DECEMBER 10, 2024

Find out how to get cheaper car insurance in 2025 and save some of your hard-earned money with the tips listed in this article

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Calculated Risk

DECEMBER 10, 2024

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Advisor Perspectives

DECEMBER 10, 2024

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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

Numbers

Random Roger's Retirement Planning

DECEMBER 10, 2024

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Advisor Perspectives

DECEMBER 10, 2024

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Abnormal Returns

DECEMBER 10, 2024

Retail Why retail order flow is so profitable to trade against. (klementoninvesting.substack.com) More evidence that retail investors are bad market timers. (wsj.com) How investor flows react to past performance. (klementoninvesting.substack.com) Are zero-day options becoming a systemic risk? (bankunderground.co.uk) Behavior Business owners shift some of their consumption spending onto the firms they control.

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