Abnormal Returns

MARCH 11, 2024

Podcasts Zach Conway and Kelsey McKenna talk with Michael Batnick about Ritholtz Wealth's discuss leading with culture, effective hiring strategies, and building a strong foundation for your business. (youtube.com) Brendan Frazier on the benefit to shifting from “Advisor-Driven” to “Client-Inspired” advice. (wiredplanning.com) Jonathan Fields talks with Ashton Applewhite, author of "This Chair Rocks: A Manifesto Against Ageism.

Wealth Management 286

Wealth Management Clients Taxes Management 286

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. However, finding reliable sources of referrals can sometimes be challenging for advisors: Centers of Influence (COIs) like accountants and attorneys may not be as attuned to the advisor's services as the advisor's clie

Clients 245

Clients Media Accounting Management 245

Abnormal Returns

MARCH 11, 2024

Markets It shouldn't be surprising that technology dominates the S&P 500. (ft.com) Are current money market mutual fund assets all that unusual? (morningstar.com) Crypto BlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM. (ft.com) Blackrock's ($BLK) turnaround on Bitcoin really is stunning. (wsj.com) Microstrategy ($MSTR) keeps buying more Bitcoin.

Retail 262

Retail Media Banking Assets 262

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. However, finding reliable sources of referrals can sometimes be challenging for advisors: Centers of Influence (COIs) like accountants and attorneys may not be as attuned to the advisor's services as the advisor's clie

Clients 243

Clients Media Accounting Management 243

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.

Accounting

Calculated Risk

MARCH 11, 2024

Altos reports that active single-family inventory was up 0.4% week-over-week. It is likely inventory bottomed in mid-February, as opposed to mid-April in 2023, and inventory is now up 1.3% from the 2024 February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 8th, inventory was at 501 thousand (7-day average), compared to 498 thousand the prior week.

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Sara Grillo

MARCH 11, 2024

Yeah, the title basically says it all. He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. Today we’ll hear from Kevin Estes of Scaled Finance as he talks about how he made it work. But first… For those of you who are new to my blog, my name is Sara.

Financial Planner 105

Financial Planner Fiduciary Duty Financial Advisor Clients 105

Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble Stocks had a rough start to the week, with the Dow, S&P 500, and Nasdaq each off more than one percent on Tuesday alone.

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Marketing Marketing Insurance Taxes 103

Wealth Management

MARCH 11, 2024

Julietta Scruggs claims she has a weakened immune system yet was denied the ability to work remotely, then fired after contracting the virus and taking an extended leave.

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Random Roger's Retirement Planning

MARCH 11, 2024

Bloomberg had a fun article looking at whether the boom in hedge fund trades and ETFs that short volatility one way or another might cause some sort of negative stock market event. There have been volatility events before. The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. The former was about selling index futures and the latter was about shorting the VIX.

Numbers 98

Numbers Insurance Marketing Marketing 98

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

Wealth Management

MARCH 11, 2024

Victory Income Investors' Jim Jackson looks ahead despite the uncertainty over when the Federal Reserve will start cutting rates.

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Advisor Perspectives

MARCH 11, 2024

People like to compare price run-ups of tech stocks to what happened to Enron. The implication is that, since Enron failed, these companies will as well. But this argument does not work.

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Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. In the end, the S&P 500 closed marginally lower for the week after a late Friday afternoon sell-off. But stocks have been up 16 out of the last 19 weeks, rising more than 24% during that rally. In the history of the S&P 500, stocks have never risen that quickly with such consistent weekly gains.

Marketing 96

Marketing Marketing Economy Retirement 96

XY Planning Network

MARCH 11, 2024

As tax season approaches, you may find yourself scrambling for the best and safest way to exchange critical documents with your clients securely. With so many choices and words like “256-bit SSL encryption” and “ciphers” swirling around, paralysis from overanalysis can take hold, leaving your clients wondering just how to send you the information you need and you wondering why you have so many systems storing so many different client files.

Clients 95

Clients Taxes Fee Only Financial Advisor 95

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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

MARCH 11, 2024

From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.

Clients 104

Clients 104

Advisor Perspectives

MARCH 11, 2024

In a new piece, GMO’s long-term investment strategist Jeremy Grantham reexamines the ‘great paradox’ of the U.S. market.

Marketing 104

Marketing Marketing Investing Investments 104

Wealth Management

MARCH 11, 2024

Phillip Knight, managing director and partner at Americana Partners, provides a glimpse into the $7 billion AUM RIA’s balanced portfolio.

Portfolio 105

Portfolio Management 105

Advisor Perspectives

MARCH 11, 2024

Let's take a close look at February's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.6% of total employed workers are full-time (35+ hours) and 17.

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Numbers 124

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

Wealth Management

MARCH 11, 2024

Understanding generative artificial intelligence to maximize opportunities in estate planning and beyond.

Estate Planning 126

Estate Planning Planning 126

A Wealth of Common Sense

MARCH 11, 2024

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss the new Bitcoin ETF and to give us an update on Bitcoin for 2024. On today’s show, we discuss: Bitcoin news priced into the market How exchange-traded products help Bitcoi.

Assets 85

Assets Management Marketing Marketing 85

Alpha Architect

MARCH 11, 2024

This study provides valuable insights into how private equity performs in regions outside North America, reflecting broader trends in global investment. Private Equity Performance Around the Globe was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Investing 84

Investing Investments 84

Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is your investment account, not a home. A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio. Although it may not be a good long-term strategy for most investors, it can be a compelling short-term solution while awaiting liquidity from selling your current house.

Wealth Management 82

Wealth Management Accounting Taxes Portfolio 82

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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.

Planning

Wealth Management

MARCH 11, 2024

Goldman’s Marcus and others raised the yield for savers as the Federal Reserve hiked interest rates. Now, the tax bills are coming due.

Taxes 107

Taxes Accounting 107

Advisor Perspectives

MARCH 11, 2024

Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

Accounting 64

Accounting 64

Wealth Management

MARCH 11, 2024

Opto reveals personnel changes, product enhancements, including CIO toolkit

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NAIFA Advisor Today

MARCH 11, 2024

Robert Miller , a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee.

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Financial Services Financial Advising Financial Advisor Insurance 64

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!

Management

Wealth Management

MARCH 11, 2024

The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.

Financial Advising 101

Financial Advising Investing Investments 101

Financial Symmetry

MARCH 11, 2024

While most of our listeners are in or on the cusp of retirement, many have loved ones who are earlier in their careers. Often we get questions on how our listeners and clients can help their younger family members make … Continued The post Tools for Making Better Financial Decisions, Ep #211 appeared first on Financial Symmetry, Inc.

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Retirement Clients 64

Wealth Management

MARCH 11, 2024

The online brokerage application is offering the service just to US investors at first with plans to expand globally in the future.

Investing 89

Investing Investments Planning 89