Abnormal Returns

APRIL 22, 2024

Podcasts Brian Portnoy talks human-centric advice with Kelsey McKenna and Zachary Conway of Seeds Investor. (youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. (mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. (getelements.com) Frazer Rice talks with Christopher Holtby about the role of a directed trustee.

Financial Advising 263

Financial Advising Wealth Management Management Taxes 263

Nerd's Eye View

APRIL 22, 2024

Broadly speaking, there are 2 models of working as a financial advisor: operating independently as a firm owner or with a large affiliate platform such as a wirehouse broker-dealer, independent broker-dealer, or larger corporate RIA. Deciding which model to work under is a key moment in beginning or evolving a career as an advisor. In the independent model, owners/advisors are generally paid directly by the clients they serve, and they select and pay for the vendors, services, and employees that

Compliance 246

Compliance Clients Financial Advisor Numbers 246

Abnormal Returns

APRIL 22, 2024

Markets Commodities are having a standout 2024. (capitalspectator.com) When did investing become so political? (economist.com) ETFs Grayscale's Bitcoin Mini Trust will have a 0.15% expense ratio. (coindesk.com) More mutual fund to ETF conversions are coming. (advisorhub.com) Finance The NYSE is testing 24-hour trading. (on.ft.com) Want a stake in a hot AI startup?

Financial Advising 263

Financial Advising Startup Media Economy 263

Wealth Management

APRIL 22, 2024

Companies with the largest industry market share often have below-market profit margins.

Marketing 122

Marketing Marketing 122

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

Advisor Perspectives

APRIL 22, 2024

With the right tech in place, advisors can access reliable, high-quality models that can be used repeatedly across their book of business.

Portfolio 116

Portfolio 116

Calculated Risk

APRIL 22, 2024

This is something I check occasionally. The Department of Transportation (DOT) reported : • Travel on all roads and streets changed by +2.0% (+4.8 billion vehicle miles) for February 2024 as compared with February 2023. Travel for the month is estimated to be 240.2 billion vehicle miles. • The seasonally adjusted vehicle miles traveled for February 2024 is 274.8 billion miles, a +1.4% ( +3.9 billion vehicle miles) change over February 2023.

Transportation 111

Transportation 111

Wealth Management

APRIL 22, 2024

These funds saw the most activity over the past 30 days.

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118

Calculated Risk

APRIL 22, 2024

Altos reports that active single-family inventory was up 3.0% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 8.5% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 19th, inventory was at 543 thousand (7-day average), compared to 526 thousand the prior week.

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Wealth Management

APRIL 22, 2024

The RIA said it was acquiring the two San Francisco-based teams. This follows last week’s announcements that multi-billion-dollar former First Republic teams had joined Merrill Lynch and Citizens Bank.

Wealth Management 116

Wealth Management Management Banking 116

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

A Wealth of Common Sense

APRIL 22, 2024

Today’s Talk Your Book is brought to you by Simplify Asset Management: On today’s show, we spoke with Anupam Ghose, Managing Partner at System Two Advisors to discuss active equity exposure in India On today’s show, we discuss: Why India is different than China Growth opportunities within India How GDP growth translates to higher stock prices Why it’s important to have local staff in India.

Assets 102

Assets Management 102

Wealth Management

APRIL 22, 2024

The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.

Clients 116

Clients 116

Random Roger's Retirement Planning

APRIL 22, 2024

Jason Zweig wrote an article titled How Not to Invest in the Bond Market. The title of course piqued my interest. This blog has pretty much evolved into 100 ways to build a portfolio without bonds. I've been like a broken record for years on the need to avoid bonds that have any sort of duration or at least be extremely underweight duration versus the typical benchmarks.

Marketing 98

Marketing Marketing Financial Advising Math 98

Wealth Management

APRIL 22, 2024

Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.

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115

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Accounting

Random Roger's Retirement Planning

APRIL 22, 2024

We look at a lot of alternative funds here. Basically, I'm willing to dig into just about anything that does something that might be a little different or have its own take on a strategy that interests me. A high level answer I am looking for is what should the fund look like, what expectation should investors have and is the fund meeting those expectations.

Portfolio 97

Portfolio Asset Allocation Assets Management 97

Wealth Management

APRIL 22, 2024

Internal professionals at employers are poorly trained or ill-equipped to properly handle plans.

Retirement Planning 115

Retirement Planning Planning Retirement Management 115

Advisor Perspectives

APRIL 22, 2024

Imagine you were running for king of the world on a platform of slashing economic growth by 20% forever. You’d be lucky to get your own family to vote for you. And yet humanity insists on running the global economy on fossil fuels that are doing exactly that sort of damage.

Economics 97

Economics Economy 97

Wealth Management

APRIL 22, 2024

BlackRock will flip the more than $700 million BlackRock International Dividend Fund into an exchange-traded fund in November.

Planning 112

Planning 112

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

XY Planning Network

APRIL 22, 2024

Imagine a world where financial advisors can spend less time on tedious tasks and more time delivering personalized, high-value services to their clients. This world is not a distant future – it's today, and artificial intelligence (AI) is making it possible. As powerful AI tools like ChatGPT, Google's Bard, and Microsoft's Bing AI continue to advance, advisors who embrace this technology stand to gain a significant competitive edge.

Wealth Management 94

Wealth Management Financial Advisor Management Clients 94

Wealth Management

APRIL 22, 2024

Private wealth represents about 9% of total client commitments across active EQT funds, according to the statement.

Clients 112

Clients 112

Advisor Perspectives

APRIL 22, 2024

I have indicted the securities industry for spreading “a web of deceptions that have become conventional wisdom.” But a small part of the industry does provide products and services that are beneficial and necessary. That is the subject of this article.

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89

Wealth Management

APRIL 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

Strategic Planning 111

Strategic Planning Planning 111

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Planning

Million Dollar Round Table (MDRT)

APRIL 22, 2024

By Antoinette Tuscano, MDRT Senior Content Specialist There was a time when writers needed a strong grasp of spelling. Otherwise, your writing time doubled because, to avoid the embarrassment of egregious spelling errors, much effort was spent thumbing through the massive dictionary on your desk. Then came spellcheck, and writers rejoiced. Dictionaries moved online.

Media 81

Media Sales Management 81

Wealth Management

APRIL 22, 2024

The $4 billion AUM firm serves high-net-worth clients and institutions and now has 11 offices nationwide.

Wealth Management 110

Wealth Management Management Clients 110

Advisor Perspectives

APRIL 22, 2024

Merger and acquisition (M&A) activity in the investment advisory space has been very active in recent years, and this, along with the increasing age of many firm founders, has prompted more than a few owners to explore the potential sale or merger of their firms.

Sales 64

Sales Investing Investments 64

Wealth Management

APRIL 22, 2024

Private equity participation picked up after a 2023 dip, more than five deals involving more than $20 billion in assets were announced and a couple of new names appeared on the list of top buyers.

Assets 109

Assets 109

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

Financial Symmetry

APRIL 22, 2024

If you plan to retire soon, you may be wondering if you should change your asset allocation to something more conservative. However, the question is not that simple during these high-risk years. In this episode of Financial Symmetry, Allison Berger … Continued The post How to Prepare for the Retirement Danger Zone, Ep #214 appeared first on Financial Symmetry, Inc.

Retirement 64

Retirement Asset Allocation Assets Planning 64

Wealth Management

APRIL 22, 2024

Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.

Financial Advisor 106

Financial Advisor Economy Marketing Marketing 106

Calculated Risk

APRIL 22, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Essentially Flat Just Under 5 Month Highs Mortgage rates began the new week at almost exactly the same levels seen at the end of last week. There were no major events or economic reports to cause volatility in the underlying bond market, but bonds were able to improve modestly by the end of the day.

Sales 59

Sales Manufacturing Economics Marketing 59