Abnormal Returns

APRIL 29, 2024

Podcasts Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com) Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." (rationalreminder.libsyn.com) The biz Goldman Sachs ($GS) is getting out of the robo-business by selling its Marcus Invest to Betterment.

Communication 279

Communication Wealth Management Management Assets 279

Nerd's Eye View

APRIL 29, 2024

Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g., helping them develop a retirement income plan), it often also addresses the client's goals for their wealth after their death.

Estate Planning 246

Estate Planning Clients Planning Financial Advisor 246

Abnormal Returns

APRIL 29, 2024

Markets Crude oil has greatly outperformed natural gas of late. (allstarcharts.com) The age of super-low interest rates is over. (wsj.com) Companies A look at the business of Apple ($AAPL) Airpods. (sherwood.news) Meta ($META) investors need to ask themselves if they trust Zuck? (stratechery.com) The Magnificient Seven has gobbled up hundreds of startups.

Financial Advising 148

Financial Advising Startup Communication Economy 148

Calculated Risk

APRIL 29, 2024

Altos reports that active single-family inventory was up 2.5% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 12.6% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 26th, inventory was at 556 thousand (7-day average), compared to 543 thousand the prior week.

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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.

Accounting

Wealth Management

APRIL 29, 2024

Refiling may be necessary under certain circumstances.

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Wealth Management

APRIL 29, 2024

The brokerage regulator argued the firm’s automated process for approving options traders on its self-directed platform missed instances where clients submitted applications with conflicting information.

Clients 119

Clients 119

Advisor Perspectives

APRIL 29, 2024

The article to which this “Concerned American” refers was about investing in low-cost diversified index funds and U.S. Treasury instruments, such as TIPS. It wasn’t about politics, nor was I even thinking of the election as I wrote the piece.

Clients 117

Clients Investing Investments 117

Wealth Management

APRIL 29, 2024

When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

Retirement 119

Retirement Media 119

Calculated Risk

APRIL 29, 2024

The BEA released the underlying details for the Q1 advance GDP report on Friday. The BEA reported that investment in non-residential structures decreased at a 0.1% annual pace in Q1. Click on graph for larger image. The first graph shows investment in offices, malls and lodging as a percent of GDP. Investment in offices (blue) increased slightly in Q1 and was up 4.1% year-over-year.

Commission 111

Commission Manufacturing Investing Investments 111

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

Wealth Management

APRIL 29, 2024

The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care.

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NAIFA Advisor Today

APRIL 29, 2024

Life Happens , NAIFA’s consumer-education arm, has collaborated for the 14th year with LIMRA to conduct the 2024 Insurance Barometer Study. The findings reveal a great opportunity for financial professionals to educate Americans about the importance of life insurance and dispel some of the myths and misunderstandings that contribute to a life insurance need-gap in the United States.

Insurance 105

Insurance Education Clients 105

Wealth Management

APRIL 29, 2024

Advisor Ryan Rayburn decided to look for a new broker/dealer when Osaic announced its acquisition of Lincoln.

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Investment Writing

APRIL 29, 2024

Can you spot what’s wrong in the image below? Please post your answer as a comment. This example has more than one mistake. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 29: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

Investing 105

Investing Investments 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

Wealth Management

APRIL 29, 2024

iShares' Karen Veraa shares insight on market complexities surrounding fixed-income ETFs.

Wealth Management 115

Wealth Management Management Investing Investments 115

Advisor Perspectives

APRIL 29, 2024

Most clients have no idea what retirement failure means to them and how a given failure rate should influence their planning. My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. When saving for retirement it’s common for advisors to evaluate progress toward a savings goal and recommend course corrections to stay on track.

Retirement 105

Retirement Clients Planning Investing 105

Wealth Management

APRIL 29, 2024

A third of all S&P 500 trades occur just before the close.

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A Wealth of Common Sense

APRIL 29, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors. On today’s show, we discuss: The pending BlackRock acquisition of SpiderRock The SpiderRock origin story Utilizing covered-call strategies in a bull market The most frequent us.

Portfolio 104

Portfolio Investing Investments Marketing 104

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

APRIL 29, 2024

Seven stages of a life of giving.

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Advisor Perspectives

APRIL 29, 2024

Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” My guest today, Andrew Krei, will navigate through the complexities of this dynamic sector, highlighting its potential rewards for investors seeking alternative paths for capital growth.

Investing 99

Investing Investments Marketing Marketing 99

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 111

Estate Planning Planning 111

Carson Wealth

APRIL 29, 2024

Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). The S&P 500 has averaged only 1.7% over those six months and moved higher less than 65% of the time.

Marketing 97

Marketing Marketing Economy Government 97

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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

Wealth Management

APRIL 29, 2024

Financial services still rely on content. Upgrade workflows with the Content Cloud for file management, collaboration, and security.

Financial Services 111

Financial Services Management 111

Random Roger's Retirement Planning

APRIL 29, 2024

ProShares emailed out a short paper in support of the ProShares S&P 500 High Income ETF (ISPY). ISPY is a covered call fund and it's point of differentiation is that instead of selling monthly calls it sells daily calls. The idea is that by selling dailies, fund holders can capture more of the S&P 500's upside versus selling monthlies. The idea makes intuitive sense and so far it seems mostly correct.

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Asset Allocation Portfolio Clients Retirement 94

Wealth Management

APRIL 29, 2024

The society shifts and changes accelerating record keeper and advisor consolidation in the 401(k) industry.

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Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. Though we all have some money regrets, the important thing is that we acknowledge it and take steps to improve our finances!

Budgeting 91

Budgeting Planning Accounting Investing 91

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

APRIL 29, 2024

Non-transparent actively managed ETFs have seen some inflows since they became available, but they trail far behind transparent vehicles.

Management 108

Management 108

Advisor Perspectives

APRIL 29, 2024

Rising temperatures will soon render increasing parts of the world uninhabitable.

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Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 105

Estate Planning Planning 105