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 263

Compliance Retirement Communication Consulting 263

Nerd's Eye View

JULY 22, 2024

Although many advisory firms start out with a single person handling all the work of advising clients, bringing in new business, and managing operations and compliance, there's a limit to how many hours any one person can work, which also means that there's a cap on the amount of client growth a solo advisor can achieve before running up against their capacity limit.

Clients 130

Clients Communication Compliance Management 130

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 146

Financial Advising Media Economy Marketing 146

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 128

Assets Investing Investments 128

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

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 122

Banking 122

Calculated Risk

JULY 22, 2024

Altos reports that active single-family inventory was up 2.6% week-over-week. Inventory is now up 35.3% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of July 19th, inventory was at 668 thousand (7-day average), compared to 651 thousand the prior week. Inventory is still far below pre-pandemic levels.

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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 111

Marketing Marketing 111

Validea

JULY 22, 2024

Peter Lynch was one of the most successful mutual fund managers in history, averaging a 29.2% annual return while managing Fidelity’s Magellan Fund from 1977 to 1990. Validea’s Lynch-inspired strategy aims to capture the key principles of Lynch’s investing approach. The strategy first categorizes stocks into three main groups: Fast-growers: 20%+ annual EPS growth Stalwarts: 10-19% annual EPS growth, multi-billion dollar sales Slow-growers: <10% annual EPS growth For all sto

Sales 98

Sales Assets Management Investing 98

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 114

Financial Advice Retail Clients 114

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

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

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 107

Insurance Taxes Planning 107

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 74

Banking Financial Planning Accounting Planning 74

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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105

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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

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&amp;A.

Planning 116

Planning 116

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

Wealth Management

JULY 22, 2024

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

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116

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

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 62

Numbers Portfolio Government Planning 62

Wealth Management

JULY 22, 2024

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

Estate Planning 116

Estate Planning Planning 116

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 62

Marketing Marketing Sales 62

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 Clients Consulting 59

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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

Calculated Risk

JULY 22, 2024

From ICE: ICE First Look at Mortgage Performance: June Sees Calendar-Driven Spike in Delinquencies; Foreclosures Remain Historically Low • Coming off a near-record low in May and with June ending on a Sunday, the national delinquency rate jumped +14.5% (+45 basis points) to 3.49% , its second highest level in 18 months • Sunday month-ends often lead to sharp, but typically temporary, spikes in delinquent mortgages, as payments made on the last day of a given month are not processed until the fol

Sales 57

Sales Numbers 57

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

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

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

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