Abnormal Returns
NOVEMBER 12, 2024
Corporate finance Why companies are staying private longer. (marginalrevolution.com) A review of "The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed" by Baruch Lev and Feng Gu. (blogs.cfainstitute.org) Private equity Quants are turning their attention to model private equity returns. (bloomberg.com) The problem with IRR for private equity funds.
Nerd's Eye View
NOVEMBER 12, 2024
Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.
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NAIFA Advisor Today
NOVEMBER 12, 2024
A recent study supported by the American Council of Life Insurers (ACLI), and conducted by economists Mark Warshawsky and Gaobo Pang, reveals that retirees could see better financial outcomes by incorporating annuities into their retirement income strategy, rather than relying solely on the traditional “4% rule.” This research underscores the importance of a diversified approach to retirement, especially in light of market fluctuations, inflation, and the uncertainty around life expectancy.
A Wealth of Common Sense
NOVEMBER 12, 2024
The S&P 500 is up 27% in 2024. We’re quickly closing in on a 30% gain for the calendar year. How rare is that feat? It happens more often than you would think. Here’s a look at every calendar year return on the S&P 500 going back to 1928: The 30% gains are highlighted. By my count, there were 18 years in which the stock market finished with a gain of 30% or more.
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.
Calculated Risk
NOVEMBER 12, 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. • At 8:30 AM, The Consumer Price Index for October from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.3% increase in core CPI.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
NOVEMBER 12, 2024
From the Federal Reserve: The October 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices The October 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the past three months, which generally correspond to the third quarter of 2024.
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, industry veteran, Brian McLaughlin reflects on the game-changing impact of AI and behavioral finance, and why innovation continues to drive the financial services industry forward.
Calculated Risk
NOVEMBER 12, 2024
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the October 2024 seasonally adjusted annual sales rate (SAAR) of 477 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
Speaker: Abdi Ali Sr., Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali Sr., 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.
Million Dollar Round Table (MDRT)
NOVEMBER 12, 2024
By Wong Chi Sum Within seconds, a prospect decides whether or not they are interested in doing business with you. Make sure your first impressions, whether online or in person, attract clients instead of turning them away. These are a few of my ideas for creating positive first impressions and building long-term trust. Online impressions Whether it’s short videos or written content, the first three seconds are vital for encouraging clients to keep reading or watching.
Wealth Management
NOVEMBER 12, 2024
Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.
NAIFA Advisor Today
NOVEMBER 12, 2024
NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory consider
Wealth Management
NOVEMBER 12, 2024
The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.
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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.
Advisor Perspectives
NOVEMBER 12, 2024
Despite being the generations with the most knowledge, experience and potential resources, many are still unsure about their financial future.
Wealth Management
NOVEMBER 12, 2024
Diversified Capital Management is joining Commonwealth Financial Network. It is a $550 million RIA based in Syracuse, N.Y.
Calculated Risk
NOVEMBER 12, 2024
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the second look at local markets in October. I’m tracking over 40 local housing markets in the US.
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, Mary Kate Gulik, CMO and head of marketing for FiComm Partners, explains why a strong brand messaging strategy goes beyond logos and colors to create lasting impressions.
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
Advisor Perspectives
NOVEMBER 12, 2024
The Fed cut rates by 0.25%, with limited changes to the statement, while Powell's blunt "no" response about any coming political pressure to resign was headline grabbing.
Wealth Management
NOVEMBER 12, 2024
It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs. Looser credit conditions could flip the script and make private equity returns more competitive with private credit. These are among the investment must reads we found this week for wealth advisors.
NAIFA Advisor Today
NOVEMBER 12, 2024
It is with great sadness that NAIFA shares news of the passing of Past President Richard A. Koob, AEP, CASL, ChFC, CLU, who passed away at his home in Waukesha, Wisconsin, on Sunday. He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. Dick Koob began his career as a student-agent with Northwestern Mutual in 1967 and joined NAIFA on his first day on the job.
Wealth Management
NOVEMBER 12, 2024
Top financial innovators at Nitrogen's 2024 Fearless Investing Summit highlight how student loan refinancing creates low-risk, high-return opportunities.
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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.
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.
Wealth Management
NOVEMBER 12, 2024
The President and CEO of the American College for Financial Services on why we need a frank conversation and detailed solutions for financial advisor retention.
Validea
NOVEMBER 12, 2024
Shareholder yield is a financial metric that captures the total return a company provides to its shareholders, expressed as a percentage of its market value. It combines three key elements: Dividend Yield : The return shareholders receive through dividend payments. Buyback Yield : The benefit shareholders receive from the company buying back its own shares, which can increase the value of remaining shares by reducing the total number of shares outstanding.
Wealth Management
NOVEMBER 12, 2024
The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.
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!
Validea
NOVEMBER 12, 2024
Dividend Aristocrats are an elite group of S&P 500 companies that have increased their dividend payments consistently for at least 25 consecutive years. These companies represent the gold standard for dividend reliability and corporate stability, making them attractive to income-focused investors seeking steady returns and lower volatility. The Technology Sector Exception While traditional Dividend Aristocrats must show 25+ years of dividend increases, the technology sector follows modified
Wealth Management
NOVEMBER 12, 2024
The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.
MainStreet Financial Planning
NOVEMBER 12, 2024
Many families that I work with often worry about having unused or leftover funds in a 529 plan if things do not go according to plan. Now there are more options! A new rule for 2024…allows you to rollover unused or leftover 529 plan money to a Roth IRA owned by the 529 plan beneficiary. But keep reading because there are eligibility criteria and not all states recognize this new rule.
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