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.
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
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
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.
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Carson Wealth
JANUARY 13, 2025
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. We are already getting questions about whether its time to panic, with bearish narratives starting to come out of hibernation across social media. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024.
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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
Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.
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.
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.
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.
SEI
JANUARY 13, 2025
Public Invited to Monitor Conference Call at 5 p.m.
Wealth Management
JANUARY 13, 2025
As a result of the changes, The Colony Group and Buckingham names will go away.
The Big Picture
JANUARY 13, 2025
My back-to-work morning train WFH reads: Stocks Are More Expensive Than They Used to Be : Companies are better today and deserve the premium multiple. But its reasonable to Expect lower returns.( Irrelevant Investor ) How Analyst Job Cuts on Wall Street Are Reshaping Equity Research : Forces like regulation, passive investing and AI have all conspired to squeeze equity research in ways few could have imagined.
Wealth Management
JANUARY 13, 2025
Concentric Wealth Management represents MAIs second West Coast acquisition in 2024.
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
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
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.
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
AI plus remote work are boosting employee productivity, resulting in massive changes affecting benefits and 401(k) plans.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.
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.
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.
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.
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.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
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.
Wealth Management
JANUARY 13, 2025
Sandalwood Securities' Marty Gross discusses the importance of setting realistic expectations for the different types of alternative investments.
Darrow Wealth Management
JANUARY 13, 2025
Can I buy another house before I sell mine? Updated for 2025. Because who wants to move twice? To buy a new house while selling yours (or selling and buying a home at the same time), you need cash and potentially the ability to carry two mortgages. Although challenging, here are seven options for buyers looking to buy a new home before selling the old house.
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.
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.
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.
Zoe Financial
JANUARY 13, 2025
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 13th, 2025 Watch Time: 4.5 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500 was down 1.9% for the week. Down 1% for the year. Nasdaq was down even more, 2.3% for the week. Down 0.8% for the year. Barclays Agg. Index was down 0.9% for the week.
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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