Abnormal Returns

JULY 22, 2024

Podcasts Daniel Crosby talks practice management with Matt Ackermann, Chief Content Officer at Integrated Partners. (standarddeviationspod.com) Michael Kitces talks with Christi Van Rite who is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. (kitces.com) Thomas Kopelman and Jacob Turner talk about the pros and cons of Solo 401(k)s and SEP-IRAs.

Compliance 256

Compliance Retirement Consulting Communication 256

Alpha Architect

JULY 22, 2024

We propose a novel framework for analyzing linear asset pricing models: simple, robust, and applicable to high-dimensional problems. Using Bayesian Solutions to Resolve the Factor Zoo was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Assets 127

Assets Investments Investing 127

Abnormal Returns

JULY 22, 2024

Best performing stocks Ian Cassel, "Most big winners were ugly ducklings that transformed themselves into beautiful swans." (microcapclub.com) Lessons learned from the best performing stocks of all-time. (awealthofcommonsense.com) Market history How historical market analogies can lead you astray. (optimisticallie.com) How the stock market performed in the election year of 1968.

Financial Advising 144

Financial Advising Media Economy Marketing 144

Advisor Perspectives

JULY 22, 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 July 12th, the index was at 19.785, up 1.106 from the previous week, with 4 of the 6 components in expansion territory.

Economics 111

Economics Economy 111

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

JULY 22, 2024

Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.

Banking 105

Banking 105

Wealth Management

JULY 22, 2024

The cryptocurrency’s smaller market cap and the need to get the products approved by wealth platforms likely means any widespread adoption will take a year.

Marketing 102

Marketing Marketing 102

Advisor Perspectives

JULY 22, 2024

A seismic shift is taking place in corporate America as even more companies announce plans to relocate from blue states to more business-friendly jurisdictions like Texas.

Planning 88

Planning 88

Wealth Management

JULY 22, 2024

While many in the financial advice business have for years focused on retail clients, some firms are finding that pensions and foundations can pay off in a major way.

Financial Advice 90

Financial Advice Retail Clients 90

MainStreet Financial Planning

JULY 22, 2024

If you suspect your computer has been compromised, it’s crucial to act swiftly. Whether you notice an unusual link or feel a sense of unease, it’s important to refer to the following steps. While this list may not cover every scenario, it provides essential guidance that could prove invaluable. Disconnect from the network, wifi, internet immediately and turn off your computer to stop access and any of the malware programs from running.

Banking 73

Banking Financial Planning Accounting Planning 73

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.

Wealth Management

JULY 22, 2024

Navigating the complex terrain of estate settlement can be daunting, even for financial professionals.

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110

Advisor Perspectives

JULY 22, 2024

Fed speakers will deny any notion that its monetary policy aims in part to help the government fund her debts. Regardless of what they say, we are already in an age of fiscal dominance. Monetary policy must consider the nation’s debt situation.

Government 69

Government 69

Wealth Management

JULY 22, 2024

The top stories affecting 401(k) and 403(b) plans were dominated by laws, lawsuits and advisor M&A.

Planning 106

Planning 106

Advisor Perspectives

JULY 22, 2024

The Chicago Fed National Activity Index (CFNAI) fell to +0.05 in June from +0.23 in May. Three of the four broad categories of indicators used to construct the index decreased from May and three categories made negative contributions in June. The index's three-month moving average, CFNAI-MA3, rose to -0.01 in June from -0.08 in May.

Economics 64

Economics 64

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Investing

Wealth Management

JULY 22, 2024

While deal volumes were down from the first quarter, the RIA space saw its second-most active second quarter on record, according to Echelon Partners.

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Calculated Risk

JULY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.23% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.23% as of June 30, 2024. According to MBA’s estimate, 115,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.

Numbers 59

Numbers Portfolio Government Planning 59

Wealth Management

JULY 22, 2024

831(b) plans plan allows for businesses to set aside tax-deferred dollars for uninsured risks, resulting in companies creating their own form of self-insurance.

Insurance 82

Insurance Taxes Planning 82

Calculated Risk

JULY 22, 2024

Today, in the CalculatedRisk Real Estate Newsletter: NMHC: "Apartment Market Conditions Continue to Loosen" Excerpt: From the NMHC: From the NMHC: Apartment Market Conditions Continue to Loosen, Though Deal Flow Increased for the Second Straight Quarter Amidst More Favorable Conditions for Debt Financing Apartment market conditions came in mixed in the National Multifamily Housing Council’s (NMHC’s) Quarterly Survey of Apartment Market Conditions for July 2024.

Marketing 59

Marketing Marketing Sales 59

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

JULY 22, 2024

Why Simon Cowell is leaving none of his estimated $600 million estate to his son.

Estate Planning 103

Estate Planning Planning 103

Sara Grillo

JULY 22, 2024

Wow, this was a powerful interview with Dave Welty , a financial advisor who founded and developed what I would consider a well-managed RIA firm. Avier Advisors , based out of Bellevue, Washington, has nearly $800MM in AUM and almost 20 employees. Here are five things they’ve done differently at Avier, and why it’s helped them kick the competition’s butt.

Financial Advisor 59

Financial Advisor Wealth Management Consulting Clients 59

Advisor Perspectives

JULY 22, 2024

By starting the AI adoption process now and prioritizing education and training for their workforce, companies can better prepare themselves for the AI-driven future.

Education 59

Education 59

NAIFA Advisor Today

JULY 22, 2024

NAIFA's Financial Security Advocate Academy is a fun and informative program available to NAIFA members at no cost. It provides insights and training that will financial professionals great political advocates on behalf of their businesses and clients. Decisions made in Washington, D.C., and state capitals can do as much as poor planning to derail consumers' finances.

Clients 52

Clients Planning 52

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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

Random Roger's Retirement Planning

JULY 22, 2024

Man Institute had an interesting research paper that fishes into the same waters we do here. The first line from their paper was "t he reliability of bonds as a defensive diversifier was brought into question in 2022, particularly in light of the inflationary environment." Their use of the word reliability amuses me because that is the word we've been using, bonds have become a source of unreliable volatility is how I've worded it most frequently.

Asset Allocation 52

Asset Allocation Portfolio Management Taxes 52

Cornerstone Financial Advisory

JULY 22, 2024

Weekly Market Insights | July 22nd, 2024 Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite Index declined 3.65 percent.

Marketing 52

Marketing Marketing Economics Taxes 52

Advisor Perspectives

JULY 22, 2024

All eight indexes on our world watch list have posted gains through July 22nd, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 18.33%. The U.S.'s S&P 500 finished in second with a YTD gain of 17.32% while India's BSE SENSEX finished in third with a YTD gain of 11.98%.

Marketing 52

Marketing Marketing 52

NAIFA Advisor Today

JULY 22, 2024

NAIFA is proud to announce that John M. Ruckel , LUTCF, a Financial Professional with MassMutual and owner of Ruckel Insurance and Financial Group in Nacogdoches, Texas, is the 2024 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Insurance 52

Insurance 52

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

Indigo Marketing Agency

JULY 22, 2024

Raise your hand if you’ve ever researched a company and drawn conclusions about the quality of their services just from their website. We’ve all done it, and your prospective clients are doing it too. As a financial advisor, your website serves as your first impression to potential clients. You wouldn’t walk into a meeting with your shirt unbuttoned and your hair a mess, so you shouldn’t present yourself to the digital world with a sloppy or outdated website.

Financial Advisor 52

Financial Advisor Engineering Clients Consulting 52

NAIFA Advisor Today

JULY 22, 2024

Join your friends and colleagues at the Arizona Biltmore, September 19-21 , for NAIFA's combined signature events, Apex and the National Leadership Conference. You can see who will be there on our Apex Who's Coming? page. Add your name to the list by registering today!

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Advisor Perspectives

JULY 22, 2024

The stock market is not a balloon that gets bigger when money “flows into” it. It doesn’t get smaller because money “flows out” of it. Holding the number of shares constant, the stock market gets bigger if investors pay a higher price for those shares. Period.

Numbers 52

Numbers Marketing Marketing 52