Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?
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?
Mon.Apr 15, 2024
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Housing April 15th Weekly Update: Inventory up 2.6% Week-over-week, Up 29.6% Year-over-year
Calculated Risk
APRIL 15, 2024
Altos reports that active single-family inventory was up 2.6% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 5.6% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 12th, inventory was at 526 thousand (7-day average), compared to 513 thousand the prior week.
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RIAs Likely to Shrug Off Fidelity’s New ETF Fees
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.
Retail Sales Increased 0.7% in March
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.
What Your Financial Statements Are Telling You—And How to Listen!
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management Invest: Trends and Innovations in Alternative Investments
Wealth Management
APRIL 15, 2024
iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.
3rd Look at Local Housing Markets in March
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.
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Tuesday: Housing Starts, Industrial Production
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.
Avantax Snags $450M Team From Stratos
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.
Adviser links: making the right decisions
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.
A Roundup of March's ETF Launches: Part 2
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.
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Repurposing Your Content To Enhance Growth: How 1 Piece Of Content Can Cover 6 Different Marketing Tactics
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!).
F.L.Putnam Grows on Trust
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.
Monday links: paying what you owe
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.
Colorado Securities Head Moves to Halt 'Imposter' Firms
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.
Book of Secrets on the Month-End Close
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Is Sector Neutrality in Factor Investing a Mistake?
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?
Is Financial Planning for All a Pipe Dream?
Wealth Management
APRIL 15, 2024
Does the 401(k) and workplace platform offer unique opportunities?
Talk Your Book: Diversifying Away From the Magnificent 7
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.
TD Ameritrade Integration Boosts Schwab’s Q1 Advisory Net Flows
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.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Growing Appeal of Semi-Retirement
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.
Get This in Place with Clients Before Dementia or Illness Strikes
Wealth Management
APRIL 15, 2024
Everyone should have a Power of Attorney for Healthcare.
Market Commentary: Markets React to Inflation
Carson Wealth
APRIL 15, 2024
Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We want to stress that this isn’t something to fear. It’s all part of the process, even in healthy bull markets.
Searching for Yield in a Cautiously Optimistic 2024
Wealth Management
APRIL 15, 2024
Wednesday, May 22, 2024 | 2:00 PM Eastern Daylight Time
Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
The Quotations of Chairman Ray
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.
KKR Co-CEOs Following Berkshire Model With Private Equity Bets
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.
"How I Did It" Series with XYPN Member Chandler Fugate-Laus
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?
Why Everyone in Finance Is Getting Ripped
Wealth Management
APRIL 15, 2024
Deadlifts beat discounted cash flow on the new buff Wall Street.
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
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.
Mean Reversion and Managing Market Jitters
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.
Life after the AUM fee model: converting to hourly
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.
Modern Retirement Planning Insights from Ancient Greece
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.
The Growing Appeal of Semi-Retirement
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.
Fall In Love With the Month-End Close
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
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