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 273

Financial Advising Assets Retirement Economy 273

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 189

Financial Advice Clients Financial Planning Planning 189

Calculated Risk

JUNE 24, 2024

Altos reports that active single-family inventory was up 2.2% week-over-week. Inventory is now up 28.4% from the February seasonal bottom, and at the highest level since July 2020. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 21st, inventory was at 634 thousand (7-day average), compared to 621 thousand the prior week.

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127

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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110

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.

Accounting

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.

Investments 105

Investments Investing 105

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 81

Valuation Management Marketing Marketing 81

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

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 87

Portfolio Assets Management Investing 87

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

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

MainStreet Financial Planning

JUNE 24, 2024

If you plan to work past age 65 you will want to plan carefully around signing up for Medicare to avoid costly penalties. Here are some points to consider when deciding to sign up for Medicare at age 65 or delay until you have retired. Medicare Enrollment It’s important to sign up for Medicare coverage when you are first eligible unless you have other coverage similar in value to Medicare (like from an employer).

Insurance 78

Insurance Medical Retirement Planning 78

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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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 79

Accounting Compliance 79

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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.

Accounting

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 96

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 69

Taxes Clients Financial Planning Planning 69

Wealth Management

JUNE 24, 2024

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

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

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

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

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

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 96

Planning Assets 96

Calculated Risk

JUNE 24, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Remain Exceptionally Flat for 4th Straight Day. ever since last Monday, the average top tier conventional 30yr fixed rate hasn't moved mover than 0.02% on any single day and for the past 3 days, not more than 0.01%. That's a staggering level of "sideways-ness." [ 30 year fixed 7.02% ] emphasis added Tuesday: • At 8:30 AM ET, Chicago Fed National Activity Index for May.

Manufacturing 67

Manufacturing Sales 67

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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.

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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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

Wealth Management

JUNE 24, 2024

The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.

Investing 105

Investing Investments Retirement 105

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.

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Sales 62

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

Wealth Management

JUNE 24, 2024

When faced with a health crisis, one advisor says the support of his business family helped save his life.

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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

Wealth Management

JUNE 24, 2024

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

Compliance 97

Compliance Accounting 97