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.
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.
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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.
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.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
NOVEMBER 12, 2024
Diversified Capital Management is joining Commonwealth Financial Network. It is a $550 million RIA based in Syracuse, N.Y.
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
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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 acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.
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 President and CEO of the American College for Financial Services on why we need a frank conversation and detailed solutions for financial advisor retention.
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.
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
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.
Midstream Marketing
NOVEMBER 12, 2024
[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. By keeping them in your car, you can seamlessly share your contact information with potential clients or partners that you meet at networking events.
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: 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
Your Richest Life
NOVEMBER 12, 2024
The holidays may be joyful, but if you’re not careful with your spending, they can also leave you with a sense of dread and regret. In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. But holiday spending is still a struggle for most people, with seven in 10 people reporting that they usually go over budget on their holiday expenses.
Wealth Management
NOVEMBER 12, 2024
Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.
Steve Sanduski
NOVEMBER 12, 2024
Guest: Carley Dillon , Chief Experience Officer at Brighton Jones. In a nutshell: Organic growth doesn’t just “happen.” It takes “intention and attention” to set goals, create action plans and playbooks, and get to work! Brighton Jones is a great example of a firm that is very clear on their mission and how they go about delivering on it.
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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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.
Advisor Perspectives
NOVEMBER 12, 2024
In a week with a U.S. presidential election and market volatility, the Federal Reserve cut its policy rate 25 basis points (bps) as expected. Amid this noise and the generally positive messages from recent macro data, Fed Chair Jerome Powell emphasized that downside economic risks had decreased, but the policy rate remains above neutral, suggesting that gradual cuts are still likely to come over time.
Wealth Management
NOVEMBER 12, 2024
Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.
Talon Wealth
NOVEMBER 12, 2024
Did you know Social Security income can be taxable? Even though retirees have contributed throughout their careers, a portion of those benefits could still be taxed, depending on your total income. Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable.
Wealth Management
NOVEMBER 12, 2024
Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.
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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?
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
At Nitrogen's 2024 Fearless Investing Summit, Trade PMR unveiled cutting-edge tools that are transforming how advisors enhance client relationships and streamline their operations.
Advisor Perspectives
NOVEMBER 12, 2024
While baby boomers can be slower to embrace technology, younger investors tend to seek out and prefer tech-focused services and providers. This preference for technology is something advisors should lean into to connect with younger generations of investors.
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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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
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.
Advisor Perspectives
NOVEMBER 12, 2024
Let's keep our client meetings focused and manageable. By doing so, we not only respect their time and attention but also increase the likelihood of them taking the necessary steps to achieve their financial goals.
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: 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.
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