Abnormal Returns
APRIL 15, 2024
Podcasts Daniel Crosby talks about the unique needs of women and money with Lindsey Lewis. (standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. (morningstar.com) The biz Why Dynasty Financial stands since putting plans for an IPO on ice.
Nerd's Eye View
APRIL 15, 2024
Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).
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Abnormal Returns
APRIL 15, 2024
Strategy Even the best investors make big mistakes. (mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. (bestinterest.blog) Big winners require patience. (awealthofcommonsense.com) Finance The CBOE's ($CBOE) defense of 0DTE options as risk management tool. (ft.com) Goldman Sachs ($GS) traders had a good Q1 2024.
Alpha Architect
APRIL 15, 2024
The justification for neutralizing sectors in factor strategies is a work in progress. To date, academic researchers haven't had an empirical model to mimic the impact of removing sector "effects" on the measurement and performance of factor strategies. The authors develop and test a two-component model to address the question of, "Is Sector Neutrality in Factor Investing a Mistake?
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.
Wealth Management
APRIL 15, 2024
Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 15, 2024
Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase.
Calculated Risk
APRIL 15, 2024
On a monthly basis, retail sales were up 0.7% from February to March (seasonally adjusted), and sales were up 4.0 percent from March 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for March 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $709.6 billion, up 0.7 percent from the previous month , and up 4.0 percent above March 2023.
Wealth Management
APRIL 15, 2024
iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.
A Wealth of Common Sense
APRIL 15, 2024
Today’s Talk Your Book is brought to you by Direxion On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss diversifying away from the Magnificent 7. For more information, see here or email info@direxion.com On today’s show, we discuss: Flows into bullish and bearish funds Magnificent 7 concentration risk Nasdaq 10.
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
APRIL 15, 2024
Goldman’s asset- and wealth-management business posted revenue of $3.79 billion, up 18% from a year earlier.
Calculated Risk
APRIL 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in March A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to March 2019 for each local market (some 2019 data is not available). This is the third look at several early reporting local markets in March.
Wealth Management
APRIL 15, 2024
GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.
Calculated Risk
APRIL 15, 2024
From Matthew Graham at Mortgage News Daily: After Months of Relative Calm, Rates are Starting to Look Panicked Again In 2023, there were multiple examples of mortgage rates moving up by roughly half a percent in a relatively short amount of time (1-3 weeks). Since the big shift in November, we've only seen one similar example and it was more of a technicality (a sharp drop in rates followed by a correction in early Feb), until today.
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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.
Wealth Management
APRIL 15, 2024
Around four dozen new ETFs launched in March. The majority are equities-based with a handful based off bonds or other asset types.
Darrow Wealth Management
APRIL 15, 2024
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42.
Wealth Management
APRIL 15, 2024
F.L.Putnam Investment Management is adding talent and ancillary services through a growth strategy predicated primarily on opportunity and trust.
Advisor Perspectives
APRIL 15, 2024
Rob Copeland’s marvelously readable and well-researched book, The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend , details a detachment from reality borne on the absolute power deployed by Dalio at Bridgewater.
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
APRIL 15, 2024
The state securities agency is trying to shut down two entities falsely claiming to be wealth management firms operating out of the same building as the agency itself.
XY Planning Network
APRIL 15, 2024
We're excited to share another member story from our "How I Did It" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance?
Wealth Management
APRIL 15, 2024
Does the 401(k) and workplace platform offer unique opportunities?
Advisor Perspectives
APRIL 15, 2024
With an understanding of reversion to the mean, it is possible to contextualize market volatility for investors in a way that helps them view it more constructively.
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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.
Wealth Management
APRIL 15, 2024
Schwab’s in-house advisors saw a record $4.4 billion in net flows this quarter, which President Rick Wurster attributed partly to enrollment by TD Ameritrade households.
Advisor Perspectives
APRIL 15, 2024
With the interest-rate peak being the highest in 15 years, now is the opportunity to lock in near-peak lifetime income payments while avoiding future stock market losses.
Wealth Management
APRIL 15, 2024
Everyone should have a Power of Attorney for Healthcare.
Sara Grillo
APRIL 15, 2024
Yes, there is life after AUM fees! In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.
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!
Wealth Management
APRIL 15, 2024
Wednesday, May 22, 2024 | 2:00 PM Eastern Daylight Time
Darrow Wealth Management
APRIL 15, 2024
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42.
Wealth Management
APRIL 15, 2024
KKR is betting on gains in private equity as some of its peers move away from buyouts on the belief that the business is at scale and the biggest returns are in the past.
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