Abnormal Returns

JUNE 24, 2024

Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. (youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. (etf.com) Daniel Crosby talks with Nuala Walsh, author of "TUNE IN: How to Make Smarter Decisions In a Noisy World." (standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for.

Financial Advising 223

Financial Advising Assets Retirement Economy 223

Nerd's Eye View

JUNE 24, 2024

The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation.

Financial Advice 154

Financial Advice Clients Financial Planning Planning 154

Abnormal Returns

JUNE 24, 2024

Markets Nvidia ($NVDA) is clearly a great company, but is it a great stock? (bloomberg.com) Europe's value stocks have driven a lot of the continent's underperformance. (albertbridgecapital.com) Prosus trades well below the value of its big stake in Tencent. (wsj.com) Finance Some former FTX customers now regret selling their bankruptcy claims at a big discount.

Financial Advising 144

Financial Advising Banking Media Economy 144

Advisor Perspectives

JUNE 24, 2024

Will the energy transition, from fossil fuel to other sources of energy, happen? It seems almost sacrilegious to suggest that it might not, or that the transition will be halting and incomplete.

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105

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Wealth Management

JUNE 24, 2024

Gerald Bernard argues that he co-founded Wealth Enhancement Group and the firm reneged on paying him "finder's fees" for deals.

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105

Wealth Management

JUNE 24, 2024

Focus partner SCS has tapped Lane MacDonald, the former head of Fidelity’s family office, while Certuity appoints Scott Welch, Dynasty’s former CIO.

Investing 105

Investing Investments 105

XY Planning Network

JUNE 24, 2024

Cybersecurity or Information Security—“infosec” for the “buzzier” crowd—has made the news in many areas over the last decade. Some large, highly targeted organizations with sophisticated security teams have fallen victim to a breach. Embarrassingly enough, in most cases, the initial breach was something basic, such as entering credentials into a phishing website or not having Multi-Factor Authentication (MFA) enabled on accounts.

Accounting 74

Accounting Compliance 74

Wealth Management

JUNE 24, 2024

Douglas Rothermich, who previously built out TIAA’s family office group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.

Planning 92

Planning Assets 92

A Wealth of Common Sense

JUNE 24, 2024

Today’s Talk Your Book is brought to you by Harbor Capital: See here to learn more about Harbor Capital and here for further disclosures On today’s show, we discuss: Inspiration for growth managers Concentration within the Russell 1K and the S&P 500 How growth managers deal with high-performing markets What market concentration means for growth stocks How interest rates affect valuation What deflation me.

Valuation 71

Valuation Management Marketing Marketing 71

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Wealth Management

JUNE 24, 2024

Cyber security, tools and resources, and general brain storming are just some of the key areas businness look to United Planners for guidance.

Management 98

Management 98

Advisor Perspectives

JUNE 24, 2024

A well-thought-out long-game thesis can stay intact for long periods with slight adjustments when needed. Like a long and straight drive in golf, when your macroeconomic thesis proves correct, a good portion of your investing job is done.

Investing 69

Investing Investments 69

Wealth Management

JUNE 24, 2024

When it comes to organic growth, Kevin Daniels, president of Tribute Financial, wants to leave clients with good stories they can tell their friends.

Clients 92

Clients 92

Advisor Perspectives

JUNE 24, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of June 14th, the index was at 20.983, down 1.139 from the previous week, with 5 of the 6 components in expansion territory.

Economics 69

Economics Economy 69

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Wealth Management

JUNE 24, 2024

Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.

Education 98

Education Portfolio Clients 98

Alpha Architect

JUNE 24, 2024

Trading costs, discontinuous trading, missed trades, and other frictions, along with asset management fees can cause a shortfall between live and paper portfolios. The focus of this paper is to test an effective rebalancing method that prioritizes trades with the strongest signals to capture more of the factor premia while reducing turnover and trading costs.

Portfolio 72

Portfolio Assets Management Investing 72

Wealth Management

JUNE 24, 2024

David Walker, partner at Baird Wealth Strategy Group, took the leap and purchased an established practice with surprising results.

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Financial Symmetry

JUNE 24, 2024

When considering your retirement income plan, Social Security will be one of the sources you rely on. For some, this may be all their income, while for others, it will be just part of what they will live on in … Continued The post How Is My Social Security Benefit Calculated? appeared first on Financial Symmetry, Inc.

Retirement 64

Retirement Planning 64

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

Wealth Management

JUNE 24, 2024

Capital Advisory Group's Brett Machtig says finding a team to compliment each other's skills is key to success.

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Calculated Risk

JUNE 24, 2024

Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Although inventory is well below normal levels, so are sales. I think we need to keep an eye on months-of-supply. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely this year - but we could see months-of-supply back to 2019 levels later this year.

Sales 60

Sales 60

Wealth Management

JUNE 24, 2024

DC leaders at the 2024 RPA Retirement Income Roundtable discuss how and when adoption will come.

Retirement 111

Retirement Planning 111

Advisor Perspectives

JUNE 24, 2024

All eight of the indexes on our world watch list have posted gains through June 24, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 15.96%. The U.S.'s S&P 500 finished in second with a YTD gain of 14.87% while India's BSE SENSEX finished in third with a YTD gain of 7.58%.

Marketing 59

Marketing Marketing 59

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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication

Wealth Management

JUNE 24, 2024

Proxy's Bryan Caulkins sees more to succession and mergers than just account transfers, paperwork and compliance.

Compliance 96

Compliance Accounting 96

Advisor Perspectives

JUNE 24, 2024

The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for June. The latest general business activity index came in at -15.1, up from -19.4 from last month. This marks the 26th consecutive month the index has been in contraction territory.

Manufacturing 59

Manufacturing 59

Wealth Management

JUNE 24, 2024

United Planners' collaborative culture aids advisors in serving clients while ensuring compliance issues are met.

Compliance 96

Compliance Clients 96

Advisor Perspectives

JUNE 24, 2024

Maximizing tax alpha for clients is not just a niche strategy but a vital component of comprehensive financial planning. It empowers advisors to capture their piece of the $600 billion opportunity and differentiate their practice, while providing unparalleled service and value to their clients.

Taxes 59

Taxes Clients Financial Planning Planning 59

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!

Management

Wealth Management

JUNE 24, 2024

At the United Planners Connect 24 conference, a key focus was on change management and fostering advisor independence.

Management 97

Management 97

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Don’t be fooled! Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues.

Insurance 59

Insurance Math Financial Advice Compliance 59

Wealth Management

JUNE 24, 2024

Six ways to help clients gain peace of mind regarding inflation.

Estate Planning 115

Estate Planning Retirement Taxes Planning 115