Nerd's Eye View
NOVEMBER 18, 2024
In recent years, AI has become an increasingly common feature in advisor technology. The possibilities at the intersection of AI and financial advice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field. What might the field of financial advice even look like in 10 years?
The Big Picture
NOVEMBER 18, 2024
Well, that was a lot more fun than I expected! I submitted the final manuscript for my new book, How Not to Invest , last week. The final edit will involve some back-and-forth, but the writing is finished. I recall “ Bailout Nation ” as more of a slog, in part because so much of it happened in real-time. I constantly rewrote entire chapters as various companies blew up.
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Abnormal Returns
NOVEMBER 18, 2024
Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. (standarddeviationspod.com) Brendan Frazier talks with Doug and Heather Boneparth about the keys to success for a couple. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life. (justincastelli.io) Taxes Some speculation on what is next for the TCJA.
Wealth Management
NOVEMBER 18, 2024
In the 401(k) universe, there are lobbyists and associations for everyone but plan participants. Who's looking out for their best interest?
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.
XY Planning Network
NOVEMBER 18, 2024
No matter the size of your business or whether you have no current plans to hire that first team member, it’s never too early to begin or, in some cases, continue defining and evolving your company’s culture. Establishing an ownership mentality mindset is vital to include in your culture.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Financial Symmetry
NOVEMBER 18, 2024
As 2024 comes to a close, it’s easy to get swept up in the holiday rush. Before your calendar fills with gatherings and gift exchanges, here’s a financial checklist to help you wrap things up and start the new year … Continued The post Prepare for the End of the Year With This Financial Checklist appeared first on Financial Symmetry, Inc.
Wealth Management
NOVEMBER 18, 2024
Jon Frojen, who spent the last four years as Osaic's CFO, replaces John Gray, who recently moved into the chief accounting officer role at Beacon Pointe.
International College of Financial Planning
NOVEMBER 18, 2024
At 46, I found myself at a turning point. My education had been in engineering, and I spent over two decades working in technical IT roles. For most of my career, money was just a paycheck—a way to cover expenses and stay secure. I never thought much about how to make it grow or work for me. However, everything started to change when I moved into IT consultancy.
Wealth Management
NOVEMBER 18, 2024
The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.
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.
Calculated Risk
NOVEMBER 18, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.47% in October The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.47% as of October 31, 2024. According to MBA’s estimate, 235,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.4 million borrowers since March 2020.
Wealth Management
NOVEMBER 18, 2024
In his new role as CEO at Direxion, Douglas Yones will be responsible for leading the company’s strategic vision and growth plans.
Cordant Wealth Partners
NOVEMBER 18, 2024
This article covers what a donor-advised fund is and why you should consider one. We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.
Wealth Management
NOVEMBER 18, 2024
In a motion filed this week, Sanctuary claimed there was “no evidence” a FINRA sanction against a Sanctuary subsidiary had “any adverse economic effect” on EverNest’s business.
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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.
Don Connelly & Associates
NOVEMBER 18, 2024
Despite the shortfalls of artificial intelligence (AI) in the financial advisory business in that it cannot replace advisors as relationship builders, there are several ways advisors can embrace AI to achieve higher efficiency and have more time for the human element of the business. We know that AI is rapidly transforming industries, and the financial services sector is no exception.
Calculated Risk
NOVEMBER 18, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Didn't Move Much Over The Weekend The average top tier conventional 30yr fixed rate was just a hair over 7% on Friday afternoon and the same is true at the start of the new week. As for the risk of more serious volatility, the only sure bet is that the first two weeks of December are the most important 2 weeks left in 2024.
Advisor Perspectives
NOVEMBER 18, 2024
Our model, How America Spends, has been tracking the purchasing behavior of 135 million U.S. households since 2014. This model is not a black box – it is a data file representing the spending of 135 million households on goods and services since 2014.
Validea
NOVEMBER 18, 2024
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. From Aswath Damodaran’s spicy thoughts on the Berkshire annual meeting (spoiler: he’s not a fan) to Cem Karsan’s mind-bending perspective on options being the “dog” rather than the “tail,” we’re breaking down six of the hottest takes from 2024.
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
Calculated Risk
NOVEMBER 18, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the third look at local markets in October. I’m tracking over 40 local housing markets in the US.
Advisor Perspectives
NOVEMBER 18, 2024
The S&P 500 index has had a spectacular run from its October 2022 trough to its present all-time peak, which has some (me included) wondering when the bull market will end. I approach this question in three steps.
Random Roger's Retirement Planning
NOVEMBER 18, 2024
One of the pre-market emails that Bloomberg sends out included a passage on Monday morning noting that 96% of all ETFs are up in 2024 which is a very high percentage. Many ETFs are up a lot of course but " popular gauges tracking hedge-fund returns are scoring much smaller victories." The article goes on to say " higher-fee strategies have proved too complex for their own good " implying long short funds generally but without naming names which was disappointing.
Advisor Perspectives
NOVEMBER 18, 2024
Seven of our eight indexes on our world watch list have posted gains through November 18, 2024. The U.S. S&P 500 finished first with a year-to-date gain of 24.26%. The Hong Kong's Hang Seng finished second with a year-to-date gain of 16.61%. The Tokyo's Nikkei 225 finished in third with a year-to-date gain of 14.21%.
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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.
SEI
NOVEMBER 18, 2024
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors
Advisor Perspectives
NOVEMBER 18, 2024
Market prognosticators and the financial media will often point to a particular piece of anecdotal evidence as bullish or bearish. Quite often, the evidence is intuitively appealing as a contrarian indicator.
SEI
NOVEMBER 18, 2024
SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability
Advisor Perspectives
NOVEMBER 18, 2024
Morgan Stanley strategist Michael Wilson, well known for his bearish views on US equities in recent years, has an outright bullish outlook for 2025.
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!
Cornerstone Financial Advisory
NOVEMBER 18, 2024
Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent. The Dow Jones Industrial Average lost 1.24 percent.
Advisor Perspectives
NOVEMBER 18, 2024
Last week’s selloff, which comes on the heels of what has been a generally successful earnings season for Corporate America, has investors bracing for one final test: a reading on the state of the consumer from a series of retail bellwethers who report in the coming days.
Norman Marks
NOVEMBER 18, 2024
As a practitioner, you may feel you have the tools, techniques, and processes to identify, analyze, and assess risks. But are you analyzing them as a single point of effect/impact and its likelihood, or do you have the tools to identify and evaluate a range/distribution of possible impacts/consequences, each of which has its own likelihood?
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