Calculated Risk
JANUARY 13, 2025
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in December.
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
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Abnormal Returns
JANUARY 13, 2025
Markets Luke Kawa, "The idea that the stock market is always and everywhere rooting for lower interest rates, even if it requires outright weakness in the US job market to get them, is not consistently borne out by the data, to say the least." (sherwood.news) Bond yields are rising around the globe, not just the U.S. (wsj.com) Fund management Don't confuse 'yield' for a return of capital.
Calculated Risk
JANUARY 13, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Slightly Higher to Start New Week The more important consideration is the new round of potential volatility on the horizon. Whereas it was the jobs report last week, this week's critical data will be Wednesday's Consumer Price Index (CPI). Tomorrow's inflation data (the Producer Price Index) is not quite as important, but a nonetheless capable of causing a reaction.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Abnormal Returns
JANUARY 13, 2025
Podcasts Christine Benz talks with Dr. Jordan Grumet author of "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy." (morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. (kitces.com) Custodians Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%.
Wealth Management
JANUARY 13, 2025
AI plus remote work are boosting employee productivity, resulting in massive changes affecting benefits and 401(k) plans.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 13, 2025
The regulator found firm employees were using unapproved texting apps for business and failing to archive the communications. It follows earlier settlements made with large firms like Bank of America, Morgan Stanley, LPL and Raymond James.
Validea
JANUARY 13, 2025
In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the “GOAT” (Greatest of All Time) title in investing, drawing some interesting parallels to NFL running backs like Barry Sanders and comparing different investing legends’ careers.
Wealth Management
JANUARY 13, 2025
According to a lawsuit filed in Ohio federal court, Paul Saba created fictitious email addresses to falsely accuse two Raymond James employees of assault, insider trading and supporting a networking group for neo-Nazis.
Don Connelly & Associates
JANUARY 13, 2025
It can happen to the best of us if we dont see it coming. Few professions result in a higher burnout rate than the financial advisory business. The convergence of high-stress client interactions, economic uncertainty, performance pressures, regulatory demands, and the sheer emotional toll of the work puts financial advisors at a higher risk of chronic exhaustion and detachment that can derail their careers and personal well-being.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Wealth Management
JANUARY 13, 2025
Hack VC's Peter Hans prognosticates about the year to come in.
Validea
JANUARY 13, 2025
With the strong performance of the NASDAQ 100 in recent years, valuation has become an issue for the index. But that doesn’t mean there isn’t value in some of the names within it. Using Validea’s factor screening system, which incorporates 22 different investment strategies modeled after legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research – Validea has identified several NASDAQ 100 companies that still demonstrate strong fundamenta
Wealth Management
JANUARY 13, 2025
Sandalwood Securities' Marty Gross discusses the importance of setting realistic expectations for the different types of alternative investments.
Financial Symmetry
JANUARY 13, 2025
The start of a new year is the perfect time to pause and reflect on where you’ve been and where you want to goespecially when it comes to your financial health. A solid plan not only helps you stay on … Continued The post Start the Year Strong With This Financial Checklist appeared first on Financial Symmetry, Inc.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Wealth Management
JANUARY 13, 2025
The regulator found firm employees were using unapproved texting apps for business and failing to archive the communications. It follows earlier settlements made with large firms like Bank of America, Morgan Stanley, LPL and Raymond James.
Alpha Architect
JANUARY 13, 2025
This paper investigates how modeling choices impact MLM outcomes such as cross-sectional return predictability. Training Machine Learning Models For Return Prediction was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JANUARY 13, 2025
As a result of the changes, The Colony Group and Buckingham names will go away.
Advisor Perspectives
JANUARY 13, 2025
Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Wealth Management
JANUARY 13, 2025
Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.
Advisor Perspectives
JANUARY 13, 2025
Let's take a close look at December's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.7% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
JANUARY 13, 2025
The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring at the end of the year.
Advisor Perspectives
JANUARY 13, 2025
Our commentary on household income distribution offers some fascinating insights into average U.S. household incomes, but misses the implications of age for income. In this update, we examine household income with a focus on age bracket.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Wealth Management
JANUARY 13, 2025
Concentric Wealth Management represents MAIs second West Coast acquisition in 2024.
SEI
JANUARY 13, 2025
Public Invited to Monitor Conference Call at 5 p.m.
Wealth Management
JANUARY 13, 2025
Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.
Advisor Perspectives
JANUARY 13, 2025
Two of the nine indexes on our world watch list have posted gains through January 13, 2025. Germany's DAXK is in the top spot with a year to date gain of 0.54% while France's CAC 40 is the only other index in positive territory with a year to date gain of 0.20%.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Wealth Management
JANUARY 13, 2025
Robinhood Securities and Robinhood Financial agreed to pay $45 million in civil penalties to settle a range of SEC allegations.
Advisor Perspectives
JANUARY 13, 2025
The Roaring 2020s have been very good so far, but not exceptional when examined in isolation. That said, when viewed in the context of the past 16 years, this record-breaking bull market is spectacular.
Norman Marks
JANUARY 13, 2025
Imagine that one of your friends gave you a new shirt as a Holiday gift. It is bright and colorful, and it was made by a top clothing company. You know the company.
Advisor Perspectives
JANUARY 13, 2025
OpenAI’s top executives are planning to host events in Washington DC and two key swing states to bolster support for investment in artificial intelligence as the company adapts to the biggest change in the US political landscape since ChatGPT launched.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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