Wealth Management

NOVEMBER 14, 2023

The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.

Engineering 317

Engineering Communication Clients Marketing 317

Abnormal Returns

NOVEMBER 14, 2023

Quant stuff Just because someone says that use quantitative tools, doesn't mean they do. (researchaffiliates.com) Why two investors with the same information can come to different decisions. (mrzepczynski.blogspot.com) Private equity Why you should be skeptical of private equity return claims. (alphaarchitect.com) Why pension funds change their private equity benchmarks so often.

Management 261

Management 261

Wealth Management

NOVEMBER 14, 2023

An advisor’s role should include helping clients become more fluent in what may be the world’s most consequential language.

Clients 312

Clients 312

Abnormal Returns

NOVEMBER 14, 2023

Markets The S&P 500 is set to go from oversold to overbought in a rapid period of time. (twitter.com) Why diversification is not a 'free lunch.' (behaviouralinvestment.com) The best business books of 2023, including "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall" by Zeke Faux. (ft.com) Companies Google ($GOOGL) pays Apple ($AAPL) 36% of the revenue it earns from search advertising made through the Safari browser.

Financial Advising 257

Financial Advising Advertising Media Economy 257

Advertisement

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?

Sales

Wealth Management

NOVEMBER 14, 2023

Haywood USA failed to do due diligence for approximately 134 sales recommendations of private placement offerings totaling nearly $11 million, breaking FINRA rules and violating the SEC's care obligations.

Sales 303

Sales 303

Nerd's Eye View

NOVEMBER 14, 2023

Welcome back to the 359th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Miller. Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households. What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to bo

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Calculated Risk

NOVEMBER 14, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned earlier when services less rent of shelter was up 7.6% year-over-year. This has fallen sharply and is now up 3.0% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through September 2023.

Food 189

Food Economics 189

Wealth Management

NOVEMBER 14, 2023

A November report from the Federal Reserve Board of Governors continued to put emphasis on potential problems with banks’ commercial real estate lending. SFR investments in the Sunbelt markets might not be as attractive as they once were, according to a story on GlobeSt.com. These are among today’s must reads from the commercial real estate industry.

Banking 290

Banking Investing Investments Marketing 290

Calculated Risk

NOVEMBER 14, 2023

The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in October. The 16% trimmed-mean Consumer Price Index increased 0.2% in October. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".

Food 173

Food Banking 173

Wealth Management

NOVEMBER 14, 2023

The new program was developed in collaboration with retirement services provider Empower, and should be available “within the next quarter or two.

Retirement 289

Retirement 289

Advertisement

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.

Accounting

Calculated Risk

NOVEMBER 14, 2023

From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) was unchanged in October on a seasonally adjusted basis, after increasing 0.4 percent in September, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.2 percent before seasonal adjustment. The index for shelter continued to rise in October , offsetting a decline in the gasoline index and resulting in the seasonally adjusted index being unchanged over the month.

Food 162

Food Medical Communication Insurance 162

Wealth Management

NOVEMBER 14, 2023

Financial firms are continuing to reduce headcount in response to mounting economic and geopolitical uncertainties, higher rates and a slower pace of dealmaking.

Assets 260

Assets Management Economics 260

Calculated Risk

NOVEMBER 14, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Retail sales for October will be released. The consensus is for a 0.3% decrease in retail sales. • Also at 8:30 AM, The Producer Price Index for October from the BLS.

Retail 147

Retail Sales Manufacturing 147

Wealth Management

NOVEMBER 14, 2023

Today, a broad structural shift is underway with private markets becoming larger, more diverse, and more available to companies and investors than ever before.

Marketing 248

Marketing Marketing 248

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.

Assets

Calculated Risk

NOVEMBER 14, 2023

Today, in the Calculated Risk Real Estate Newsletter: Lawler: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections A brief excerpt: From housing economist Tom Lawler: Last Friday Census released new long-term projections of the US resident population, this time going out to 2100. The last time Census released long-term population projections was in 2017 (going out to 2060), and the 2023 projections for the “middle” scenario are massively lower than the 2017 p

147

147

A Wealth of Common Sense

NOVEMBER 14, 2023

By the end of the 1970s inflation was out of control. The New York Times wrote a front-page story where they interviewed a bunch of normal people to see how inflation was impacting their lives. By that point CPI was up a cumulative 73% in the decade or nearly 7% per year. Inflation had been raging on long enough that it was finally starting to impact people’s habits: In interviews across the country, The New York T.

135

135

The Big Picture

NOVEMBER 14, 2023

 The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ri Holtz on Bloomberg Radio. 00:00:06 [Barry Ritholtz] This week on the podcast, I have yet another extra special guest, Linda Gibson, CEO of PG im

Math 130

Math Management Insurance Assets 130

Advisor Perspectives

NOVEMBER 14, 2023

This article provides a brief guide to the AI technologies available (it’s not just ChatGPT), their applications in wealth management, and how your firm can define specific business outcomes to achieve.

Wealth Management 118

Wealth Management Management 118

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

Management

Discipline Funds

NOVEMBER 14, 2023

Tuesday’s CPI report was a huge relief for the Federal Reserve and their fight against inflation. Headline CPI came in at 3.2% and core inflation came in at 4%. Expectations were for modestly higher inflation. The details showed a broad slowdown in the positive rate of change in prices which is another sign that the Fed’s rate hikes are working to slow the economy.

Economy 111

Economy Government Portfolio Management 111

SEI

NOVEMBER 14, 2023

Month-long Initiative to Feature Special Guests to Give Thanks to Community Heroes; Begins Tuesday, Nov.

98

98

Advisor Perspectives

NOVEMBER 14, 2023

The price of gold just had its best October in nearly half a century, defying tough resistance from surging Treasury yields and a strong U.S. dollar. The yellow metal rallied an incredible 7.3% last month to close at $1,983 an ounce, its strongest October since 1978, when it jumped 11.7%.

98

98

Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws reset at the same time, you may have some significant last-minute moves you can make with your money before the tax year is over.

Taxes 96

Taxes Retirement Estate Planning Planning 96

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

Advisor Perspectives

NOVEMBER 14, 2023

Good news – the earnings recession is over! After three consecutive quarters of negative earnings growth, 3Q S&P 500 earnings are on pace to climb 5% YoY. If sustained, this would be the best quarter of earnings growth since 2Q22.

98

98

Million Dollar Round Table (MDRT)

NOVEMBER 14, 2023

By Matt Pais, MDRT Content Specialist People don’t buy what you say, said Van Mueller, LUTCF , they buy how you say it. A lot of that comes from conviction and confidence, and Mueller, a 35-year MDRT member from Brookfield, Wisconsin, USA, has helped stammer-prone mentees improve their presentation skills by asking them about a hobby. If an advisor said he loves to golf, for example, Mueller then will ask the best part of his game.

Management 94

Management Clients 94

Advisor Perspectives

NOVEMBER 14, 2023

More than two years after economists divided into opposing camps over the nature of the post-pandemic inflation, we now know which side was right. Disinflation has confirmed that the earlier price increases were “transitory,” driven largely by supply disruptions and sectoral shifts in demand.

97

97

MainStreet Financial Planning

NOVEMBER 14, 2023

With the exit of the Mint online budgeting app at the end of 2023, we have been asked by clients what other options are available. In this week’s newsletter, I want to share my experience using Tiller Money to track and manage my personal finances. I started using Tiller Money back in 2018. My firm was looking for a way to help clients figure out where their money was going, so we could do more accurate retirement projections.

Budgeting 85

Budgeting Accounting Financial Planner Financial Advisor 85

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.

Clients

Advisor Perspectives

NOVEMBER 14, 2023

U.S. Treasury rates in the long-end of the curve are 100 basis points too high relative to a fair-value model. The risk-adjusted opportunity in long-dated, low-coupon Treasuries is attractive.

87

87

Trade Brains

NOVEMBER 14, 2023

Top 6 Investing Courses in 2024 : Investing has been a proven method for wealth creation in every individual’s long-term view. The world of value investing is full of opportunities and challenges, and to master it effectively, you need the correct knowledge and guidance. Are you eager to enhance your investing skills and gear up on a journey toward financial success?

Investing 59

Investing Investments Certification Education 59

Advisor Perspectives

NOVEMBER 14, 2023

Every year, millions of Americans send their hard-earned money to life insurance companies, in return for a promise that it will grow and provide them with regular income in old age.

Insurance 81

Insurance 81

SEI

NOVEMBER 14, 2023

It’s the fourth quarter of 2023. Now is a great time for donors to meet with their financial advisors to review potential charitable contributions.

Taxes 52

Taxes Financial Advisor Planning 52

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