Abnormal Returns

APRIL 24, 2024

Banking The number of bank branches in the U.S. peaked in 2012. (sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. (bloomberg.com) ETFs Where active ETFs are growing fastest. (morningstar.com) The iShares Bitcoin ETF ($IBIT) is a runaway hit. (theblock.co) Retail investors trade leveraged ETFs way too much. (klementoninvesting.substack.com) TikTok The clock is now ticking for a TikTok divestiture.

Financial Advising 276

Financial Advising Manufacturing Media Retail 276

Nerd's Eye View

APRIL 24, 2024

Over the past few decades, advicers have used Monte Carlo analysis tools to communicate to clients if their assets and planned level of spending were sufficient for them to realize their goals while (critically) not running out of money in retirement. More recently, however, the Monte Carlo "probability of success/failure" framing has attracted some criticism, as it can potentially alter the way that a client perceives risk, leading them to make less-than-ideal decisions.

Communication 246

Communication Retirement Clients Planning 246

Abnormal Returns

APRIL 24, 2024

Podcasts Carl Richards talks with Farnoosh Torabi money lessons learned. (50fires.com) Matt Ziegler talks with Justin Castelli about the intersection of life and investing. (youtube.com) Barry Ritholtz talks closet indexing with Andrew Slimmon who is Managing Director at Morgan Stanley Investment Management. (ritholtz.com) Jim Dahle talks with Britt Williams Baker, who is the co-founder of Dow Janes, a company focused on financial education for women.

Insurance 264

Insurance Math Retirement Education 264

Calculated Risk

APRIL 24, 2024

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending April 19, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.7 percent on a seasonally adjusted basis from one week earlier.

Marketing 126

Marketing Marketing 126

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 24, 2024

Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.

125

125

Wealth Management

APRIL 24, 2024

Advocates say RIAs have little to worry about, yet one opponent accused the DOL of waging an “ideological crusade” and said he’d recommend litigation to his board.

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120

Calculated Risk

APRIL 24, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Gross Domestic Product, 1st quarter 2024 (Advance estimate). The consensus is that real GDP increased 2.1% annualized in Q1, down from 3.4% in Q4. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 210 thousand initial claims, down from 212 thousand last week. • At 10:00 AM: Pending Home Sales Index for March.

Sales 114

Sales Manufacturing 114

Wealth Management

APRIL 24, 2024

Wealthy taxpayers are prime targets for scammers.

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115

Calculated Risk

APRIL 24, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI March 2024: Architecture firm billings retreat further in March Business conditions at architecture firms softened in March, as the AIA/Deltek Architecture Billings Index (ABI) score declined to 43.6 for the month. This marked the 14th consecutive month of declining billings at firms as inflation, supply chain issues, and other economic challenges continue to affect business.

Economics 96

Economics Clients Investing Investments 96

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 24, 2024

Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.

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111

Advisor Perspectives

APRIL 24, 2024

Don’t believe the economic consensus, according to David Rosenberg. A recession is much more likely than a soft landing, and investors should allocate to 10-year Treasury bonds instead of stocks.

Economics 75

Economics 75

Wealth Management

APRIL 24, 2024

Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

Planning 111

Planning 111

Advisor Perspectives

APRIL 24, 2024

If you need heart surgery, would you hire the best cardiac surgeon you can afford, or work with whatever medical professional you can find?

Medical 72

Medical Clients 72

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Accounting

Wealth Management

APRIL 24, 2024

Open, honest and candid discussion about record keeper assets rising, the importance of convergence, artificial intelligence and more.

Assets 111

Assets 111

Calculated Risk

APRIL 24, 2024

From WardsAuto: April U.S. Light-Vehicle Sales to Start Second Quarter with Lukewarm Growth (pay content). Brief excerpt: The second quarter will be key to 2024’s total results, as demand must continue growing during April-June for the entire year to top 16 million units for the first time in five years. The period could be a leading indicator of how much automakers ultimately are willing to lay off incentives and other forms of discounting, vs. implementing production slowdowns, to keep invento

Sales 64

Sales 64

Wealth Management

APRIL 24, 2024

The bank has repositioned itself to serve ultra-wealthy international clients after closing more than 200 branch locations in the U.S.

Banking 107

Banking Clients 107

Calculated Risk

APRIL 24, 2024

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in March A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in March. I’ve added a comparison of active listings, new listings, and closings to the same month in 2019 (for markets with available data).

Marketing 64

Marketing Marketing Sales 64

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 24, 2024

Transcript of Episode 103 of 401(k) Real Talk.

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79

Advisor Perspectives

APRIL 24, 2024

New orders for manufactured durable goods rose in March, coming in at $283.41B. This is a 2.6% increase from the previous month and more than the expected 2.5% growth. The series is up 1.3% year-over-year (YoY). If we exclude transportation, "core" durable goods were up 0.2% from the previous month and up 1.0% from one year ago.

Transportation 64

Transportation Manufacturing 64

Calculated Risk

APRIL 24, 2024

From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for March 2024. Over the past three months, the indexes increased in 44 states, decreased in five states, and remained stable in one, for a three-month diffusion index of 78. Additionally, in the past month, the indexes increased in 41 states, decreased in two states, and remained stable in seven, for a one-month diffusion index of 78.

Manufacturing 59

Manufacturing Banking Economics Numbers 59

Advisor Perspectives

APRIL 24, 2024

The path to responsible investing is complicated by individual differences in personality traits and decision-making processes.

Clients 64

Clients Investing Investments 64

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Planning

Norman Marks

APRIL 24, 2024

I am privileged to call Alexei Sidorenko “friend”. I first met him when he invited me to come to Moscow and speak at a risk management conference he organized, He is an experienced and insightful risk practitioner and CRO whose thoughts I listen to and recommend you do the same.

Risk Management 53

Risk Management Management Government 53

Advisor Perspectives

APRIL 24, 2024

It was an irresistible pitch. Give us your money, executives at Ray Dalio’s Bridgewater Associates and other hedge funds said, and we’ll funnel it into a money-minting, sure-thing strategy for the long haul.

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59

SEI

APRIL 24, 2024

InfoSec professionals can learn a lot from nature’s evolved defensive systems, like reactive defense and identity validation. Read SEI’s blog for cybersecurity, the Sphere blog.

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Advisor Perspectives

APRIL 24, 2024

How to overcome obstacles when your firm is growing too fast and bringing in too much business?

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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

Alpha Architect

APRIL 24, 2024

The key to success is studying for Level I and Level II not for the sake of passing that level, but for the sake of passing Level III. How to Crush the CFA Exams On Your First Attempt: Part II was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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52

Advisor Perspectives

APRIL 24, 2024

When it comes to social-media stocks, there’s Meta Platforms Inc., and then there’s everyone else.

Media 52

Media 52

Advisor Perspectives

APRIL 24, 2024

Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.

Banking 52

Banking 52