Abnormal Returns
OCTOBER 8, 2024
Markets Q3 earnings estimates are muted. (sherwood.news) The yield curve is coming to terms with a new Fed regime. (mrzepczynski.blogspot.com) Strategy Two questions you should ask about any piece of market information. (behaviouralinvestment.com) For taxable investors a preference for dividends doesn't make a lot of sense. (rethinking65.com) Why trading successfully is difficult.
Nerd's Eye View
OCTOBER 8, 2024
Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What's unique about Michael, though, is how his firm used the unique perpetual purpose trust structure to facilitate an internal succession plan, allowing th
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Abnormal Returns
OCTOBER 8, 2024
Factors Are factors just a proxy for systematic forecast errors? (mailchi.mp) What matters for bond pricing, factor-wise? (caia.org) Looking for factor returns in old historical stock market data. (blogs.cfainstitute.org) Research Benchmarking funds isn't as easy as it looks. (etf.com) Index replication need not be entirely mechanistic. (alphaarchitect.com) Volatility and anxiety are not the same thing.
A Wealth of Common Sense
OCTOBER 8, 2024
Each year the Bureau of Labor Statistics (BLS) updates consumer expenditure data on how Americans collectively spend and earn their money. These numbers are averages so your personal household budget probably looks different in some ways. Your circumstances — where you live, your standard of living, how much you make, family situation, etc. — often dictate how you spend.
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.
Wealth Management
OCTOBER 8, 2024
S&P Dow Jones’ updated methodology for some of its indices has impacted $300 billion in ETFs, reports Financial Times. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors. These are among this week’s investment must reads for wealth advisors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 8, 2024
Navigating the complex waters of organizational change requires a multi-faceted approach that addresses the needs of both the business and its people.
Calculated Risk
OCTOBER 8, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
Wealth Management
OCTOBER 8, 2024
Schwab Advisor Services' Jalina Kerr discusses how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development.
Million Dollar Round Table (MDRT)
OCTOBER 8, 2024
By Caroline A. Banks, FPFS Worldwide, we face a dreadful undercoverage of insurance. Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial we make sure that this foundation is strong enough to support clients financially, no matter what happens. My own company received a critical illness payout when my husband, who was both the finance and IT director, was ill.
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
OCTOBER 8, 2024
Allworth's acquisition of George McKelvey Company in Manasquan, N.J. represents its sixth deal this year, bringing the RIA to 43 offices nationwide.
Clever Girl Finance
OCTOBER 8, 2024
Is now a good time to invest? That’s a question many people have, especially with the stock market being so unpredictable. Prices can go from all-time highs to major lows in just a few days, all thanks to global economics, interest rates, and political happenings. Just one event can shake things up, causing wild swings and even crashes. I’m sharing some key investment insights to help you navigate your financial choices and calm any worries you might have about the stock market.
Wealth Management
OCTOBER 8, 2024
The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.
Advisor Perspectives
OCTOBER 8, 2024
Just like road trips can bring unexpected detours, the economy and financial markets are at their own crossroads: recession or soft landing?
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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
OCTOBER 8, 2024
Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera.
Financial Symmetry
OCTOBER 8, 2024
Reaching your financial goals builds confidence and peace of mind, which are essential for making informed decisions that benefit your entire family. In this episode, we’re following a fictional pop culture couple from newlyweds to pre-retirement, to demonstrate how their … Continued The post The Evolution of Your Emergency Fund, Ep #226 appeared first on Financial Symmetry, Inc.
Wealth Management
OCTOBER 8, 2024
Alternative investment platform iCapital doubled the volume of assets on its platform since December 2023.
Advisor Perspectives
OCTOBER 8, 2024
Whether you’re transitioning from another firm or starting from scratch, setting up your own independent registered investment advisor (RIA) firm is a tremendous opportunity that can provide higher earning potential, freedom, flexibility, and the opportunity to build a legacy.
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
OCTOBER 8, 2024
The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.
Advisor Perspectives
OCTOBER 8, 2024
All of our eight indexes on our world watch list have posted gains through October 4th, 2024. The Hong Kong's Hang Seng finished in the top spot with a year-to-date gain of 35.43%. The U.S. S&P 500 finished in second with a year-to-date gain of 21.26% while Tokyo's Nikkei 225 finished in third with a year-to-date gain of 15.45%.
Wealth Management
OCTOBER 8, 2024
The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates.
Calculated Risk
OCTOBER 8, 2024
Note: the power was out in my neighborhood due to a large fallen tree. So, this is late. The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $70.4 billion in August , down $8.5 billion from $78.9 billion in July, revised.
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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
OCTOBER 8, 2024
Learn how to attract and retain the growing number of UHNW clients.
Advisor Perspectives
OCTOBER 8, 2024
Regardless of the numbers, so many coffee drinkers will still be at their favorite café tomorrow. I might even be among them.
Wealth Management
OCTOBER 8, 2024
Blazing a new trail for the next generation of investors & advisors.
Advisor Perspectives
OCTOBER 8, 2024
Today I'm going to share an excerpt from my fall letter to IMA clients. I'll discuss Charter Communications (CHTR) and Liberty Broadband, the vehicle through which we own Charter.
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
OCTOBER 8, 2024
Proceeds from minority raise will fund growth for Dynasty.
Trade Brains
OCTOBER 8, 2024
The Indian spirits market is making waves globally, with a third of the world’s 30 fastest-growing spirit brands hailing from India. This impressive statistic, reported by Drinks International, highlights India’s growing dominance in the global alcohol industry. The country’s influence is particularly strong in the whisky category, where six out of the top ten brands worldwide are Indian.
Harness Wealth
OCTOBER 8, 2024
Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Tax practices that provide comprehensive tax planning services are better positioned to gain new clients in the Harness Marketplace compared to firms that mainly foc
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