Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice. Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact rem

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Abnormal Returns

SEPTEMBER 13, 2024

Listening The 'Acquired' podcast is selling out arenas with the help of Zuck. (nytimes.com) Podcast 'historians' aren't bound by anything resembling the truth. (theatlantic.com) Economy Jack Forehand and Matt Zeigler talk with Ed Yardeni about the potential for a 'Roaring 20's.' (youtube.com) James Pethokoukis talks American dynamism with Katherine Boyle who is a general partner at VC giant Andreessen Horowitz.

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The Big Picture

SEPTEMBER 13, 2024

 This week, we speak with David Rubenstein , Co-Founder and Co-Chairman of The Carlyle Group , which manages over $426 billion is private equity, credit and venture funds. Prior to forming the firm in 1987, David practiced law and served as Deputy Assistant to the President for Domestic Policy, as well as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments.

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Calculated Risk

SEPTEMBER 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-September 2024 A brief excerpt: This 2-part overview for mid-September provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s August 2024 Monthly Housing Market Trends Report showing new listings were down 0.9% year-over-year in August.

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Accounting

Advisor Perspectives

SEPTEMBER 13, 2024

Consumer sentiment rose to its highest reading since May 2024, according to the preliminary September report for the Michigan Consumer Sentiment Index. The index rose 1.1 points (1.6%) from August's final reading to 69.0. The latest reading was above the forecast of 68.3.

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A Wealth of Common Sense

SEPTEMBER 13, 2024

Mario Draghi, the former Jerome Powell of the European Union, was tasked with writing a detailed report on the economic competitiveness (or lack thereof) in Europe. His findings are striking. Here are some facts and figures that stood out: Across different metrics, a wide gap in GDP has opened up between the EU and the US, driven mainly by a more pronounced slowdown in productivity growth in Europe.

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Economics 91

Wealth Management

SEPTEMBER 13, 2024

In other news, Betterment rebrands advisor unit, Janney builds a new portfolio construction tool and other announcements.

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Portfolio 114

Calculated Risk

SEPTEMBER 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in August A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to August 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in August.

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Wealth Management

SEPTEMBER 13, 2024

Tech executives discuss use cases, experiences and the future of artificial intelligence during the CTO Panel at the WealthManagement.com Industry Awards Executive Forums.

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Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Sales

Calculated Risk

SEPTEMBER 13, 2024

From BofA: Since our last weekly publication, our 3Q GDP tracking estimate remains unchanged at 2.3% q/q saar while our 2Q GDP tracking estimate went down two-tenths to 2.8% q/q saar. [Sept 13th estimate] emphasis added From Goldman: We lowered our Q3 GDP forecast to 2.5% (qoq ar) [Sept 10th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 2.5 percent on September 9, up from 2.1 percent on S

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Wealth Management

SEPTEMBER 13, 2024

Why entrust such a big-ticket financial item solely to the whims of a teenager?

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Trade Brains

SEPTEMBER 13, 2024

The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). They are currently investing billions, which affects the mood of the market and stock prices. Stocks frequently respond favorably to FII investments, driving up prices. As FPIs look for possibilities in India’s expanding economy, this trend keeps going.

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Advisor Perspectives

SEPTEMBER 13, 2024

The Federal Reserve is likely to lower interest rates by a quarter-point next week and at each of the two meetings that follow, according to economists surveyed by Bloomberg News.

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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

SEPTEMBER 13, 2024

More marketing is not the solution to organic growth for most advisors.

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Marketing Marketing 85

Advisor Perspectives

SEPTEMBER 13, 2024

The S&P 500 finished the week ending September 13 up 4.02% from last Friday. The index is currently 0.73% off its record close from July 16th, 2024 and is now up 18.62% year-to-date.

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Marketing Marketing 52

Random Roger's Retirement Planning

SEPTEMBER 13, 2024

Dan Solin wrote an article for Advisor Perspectives titled It's Increasingly Difficult To Defend Your Complex Portfolio. Dan is a big fish but there are still things in the article that we can dig into and push back on. With regard to complexity, generally I hope that long time and frequent blog readers will recall my preference for a lot of simplicity hedged with a little bit of complexity.

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NAIFA Advisor Today

SEPTEMBER 13, 2024

On September 5th, the city of Fargo was home to the second annual Building Business Together (BBT) conference hosted by E4 Insurance Services. The event brought together a dynamic mix of industry professionals, thought leaders, and esteemed guests. This year's BBT conference also marked the milestone celebration of their newly awarded title, Financial Security Champion of the Year , bestowed by NAIFA.

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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.

Advisor Perspectives

SEPTEMBER 13, 2024

In a niche corner of the bond market, an almost $140 billion wave of maturing debt is poised to lend momentum to what is already one of Wall Street’s hottest hedge fund trades.

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Marketing Marketing 52

Carson Wealth

SEPTEMBER 13, 2024

Seasonal market volatility is here. Historically, September is the worst month of the year for the stock market. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what investors can expect. Highlights include: September and October tend to see market volatility during presidential elections The Fed is adjusting policy now that inflation is under control, but employment risks have started We’re likely to see a Fed

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Advisor Perspectives

SEPTEMBER 13, 2024

The single-stock ETF frenzy is going global, with a new bid to launch products that give US traders a way to bet directly on overseas companies — without fretting about currency risk.

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Trade Brains

SEPTEMBER 13, 2024

Arkade Developers Limited Company is coming up with an IPO size of Rs. 410 crore. The entire amount will be a fresh issue. The IPO will open on 16th September 2024 and close on 19th September 2024. It will be listed on the exchange on 24th September 2024. In this article, we will look at the Arkade Developers IPO 2024 and analyze its strengths and weaknesses.

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Investing

Advisor Perspectives

SEPTEMBER 13, 2024

As we approach the end of 2024, the latest Consumer Price Index (CPI) report from the Bureau of Labor Statistics (BLS) has provided us with critical insights into the health of the U.S. economy, particularly concerning inflation.

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Numbers Economy 52

Validea

SEPTEMBER 13, 2024

Validea’s Peter Lynch strategy is based on the investment philosophy of legendary fund manager Peter Lynch, who ran Fidelity’s Magellan Fund from 1977 to 1990. The strategy focuses on identifying companies with strong growth potential at reasonable prices, often referred to as “growth at a reasonable price” or GARP investing.

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Truemind Capital

SEPTEMBER 13, 2024

I met a client whose father passed away recently. He had no idea of where the investments were made by his father. After a lot of trouble, he could access a few details from his father’s email inbox and WhatsApp messages. The investments were all over the place and he was not even sure if all the assets were accounted for. Check out these mind-boggling numbers from India : – Despite tech initiatives and public awareness campaigns, the unclaimed monies held by public and private secto

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Investing Investments Insurance Accounting 52

Validea

SEPTEMBER 13, 2024

Below is our trend following update for September of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. All the major asset classes and equity indexes remain in uptrends with the exception of commodities. All sectors remain in uptrends according to our system.

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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

Advisor Perspectives

SEPTEMBER 13, 2024

Investors are using their massive cash piles to lock in attractive yields in global bond markets, helping to limit losses in the asset class, according to Mohamed El-Erian.

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Validea

SEPTEMBER 13, 2024

Small-cap value investing has been a market beating strategy over the long-term, despite its struggles in recent years. This approach focuses on smaller companies (typically with market capitalizations between $300 million and $2 billion) that are undervalued relative to their fundamentals. There are several reasons why this strategy has proven effective over time: Information inefficiency: Smaller companies are often overlooked by large institutional investors and receive less analyst coverage.

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Advisor Perspectives

SEPTEMBER 13, 2024

Earlier this year, the Federal Reserve seemed to have time on its side. Payrolls were growing at a healthy clip and the unemployment rate hovered near a five-decade low. Even though there were signs that inflation was licked, there didn’t appear to be much harm in keeping interest rates elevated for a while longer — just in case.

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