Abnormal Returns
AUGUST 23, 2024
The biz Apple ($AAPL) is losing its dominance as a podcast player. (bloomberg.com) Apple has launched a web app for podcasts. (theverge.com) The story of how Alex Cooper of “Call Her Daddy” fame went from unemployed to a nine-figure deal with SiriusXM. (readtrung.com) How Stephen West's 'Philosophize This' podcast became a hit. (substack.com) Nate Silver Jeff Ma and Rufus Peabody talk with Nate Silver author of "On the Edge.
Nerd's Eye View
AUGUST 23, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from their competition and to enhance the client experience to "operators" that invest in technology largely to improve operations and internal efficiency
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Abnormal Returns
AUGUST 23, 2024
Markets Nvidia ($NVDA) is larger than all countries, except four. (allstarcharts.com) It's now or never to lock in CD rates. (sherwood.news) Global The Tokyo Stock Exchange is not messing around. (morningstar.com) How New Zealand (successfully) manages its sovereign wealth fund. (ft.com) EVs EVs made up 8% of sales in Q2. (coxautoinc.com) Ford ($F) is backtracking on big EV SUVs and doubling down on hybrids.
The Big Picture
AUGUST 23, 2024
This week, we speak with Ricky Sandler , the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC.
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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.
Wealth Management
AUGUST 23, 2024
According to the federal complaint calling for a class action, the firm’s policies “maximize profits for UBS while at the same time disregarding its clients’ best interests.
A Wealth of Common Sense
AUGUST 23, 2024
In December 2020 I wrote a short history of chasing the best performing funds. At the time, Cathie Wood’s ARK Innovation fund was on fire, absolutely destroying the market: Wood quickly became one of the most famous fund managers alive. She was in the headlines every day. Her stock picks and pronouncements about the future were reported by every financial media publication in the country.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Dear Mr. Market
AUGUST 23, 2024
Dear Mr. Market: Budgeting apps play a vital role in helping us keep track of our spending, save for future goals, and maintain control over our financial health. With the retirement of Mint, many are left wondering which tool to turn to next to stay on top of their financial game. The sun has set on Mint, and for many of us, it feels like a beloved companion has gone away.
Wealth Management
AUGUST 23, 2024
Martin M. Shenkman and Joy Matak discuss the business succession planning challenges created by a new rule that restricts the use of non-compete agreements.
Advisor Perspectives
AUGUST 23, 2024
The Big Tech boom is causing headaches for all-powerful index providers on Wall Street, who can send billions of benchmark-tracking dollars on the move with just a stroke of the pen.
Wealth Management
AUGUST 23, 2024
Advisor Katie Medina and her team launch TOVA Wealth, with Sanctuary's support, while John Terrion leaves Merrill to join RBC's Boulder, Colo. office.
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.
Truemind Capital
AUGUST 23, 2024
A friend who shares her honest opinion with you is more valuable than a friend who agrees with everything that pleases you. We met a prospective client a few days ago and enlightened him about our 0% commission, conflict-free advisory model. The client deals with a wealth manager from a reputed bank. In a display of confidence, he told us how he does thorough due diligence before purchasing a product and does not completely rely upon the recommendations of his wealth manager.
Wealth Management
AUGUST 23, 2024
Wealthy clients may be reluctant to seek treatment.
Alpha Architect
AUGUST 23, 2024
Evergreen funds are a relatively new concept in the private equity (PE) world compared to traditional closed-end funds. They were introduced to address the negatives of the traditional way to invest in private equity which had been in the form of partnerships. Evergreen Private Equity Funds Attracting Assets was originally published at Alpha Architect.
Wealth Management
AUGUST 23, 2024
AI boom increases demand for expertise in compliance, cybersecurity and permissioning; Edward Jones tech milestones; and CHIPS Act-related expansion in Southwest.
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
Validea
AUGUST 23, 2024
Understanding Warren Buffett’s Investment Strategy: Validea’s Model and Top Picks Warren Buffett is renowned for his exceptional investment track record. While Buffett doesn’t publicly disclose his exact methodology, he does disclose his holdings. Validea’s Warren Buffett model is based on the fundamental criteria we have extracted from the book Buffettology written by Mary Buffett.
Wealth Management
AUGUST 23, 2024
Several key points to explain to clients.
Trade Brains
AUGUST 23, 2024
Premier Energies Limited is coming up with its IPO fresh issue of Rs. 1,291.40 crores and offer for sale worth Rs. 1,539 crores totalling Rs. 2,830.40 crores, which will open on 27 th August 2024. The issue will close on 29 th August 2024 and be listed on the exchange on 3rd September 2024. In this article, we will look at Premier Energies Limited IPO Review and analyze its strengths and weaknesses.
Wealth Management
AUGUST 23, 2024
Many stem from failing to understand the governing agreement.
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.
Random Roger's Retirement Planning
AUGUST 23, 2024
We spend a lot of time bagging on the Global X Covered Call ETF (XYLD) for how little upcapture it has. The above chart excludes dividends. Without the yield, the compounding is negative. Today I learned there is another variation from Global X, the Global X Covered Call & Growth ETF (XYLG). It is similar to XYLD in that it sells a very near the money, monthly call option.
Wealth Management
AUGUST 23, 2024
Organic growth has become a challenge for wealth managers. Advisors in these 10 cities, where demand for their services is high, may have a better chance at it.
Advisor Perspectives
AUGUST 23, 2024
The yield on the 10-year note ended August 23, 2024 at 3.81%, the 2-year note ended at 3.90%, and the 30-year at 4.10%.
Wealth Management
AUGUST 23, 2024
The most pressing tax law developments of the past month.
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.
Advisor Perspectives
AUGUST 23, 2024
Treasuries rallied after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole cemented expectations that the central bank will cut interest rates next month.
Wealth Management
AUGUST 23, 2024
Suggested approaches to foster resilience.
Advisor Perspectives
AUGUST 23, 2024
Although we think it's too early to declare the economy is in a recession, risk is elevated. For investors who are concerned about a recession, municipal bonds may help buffer a portfolio.
Wealth Management
AUGUST 23, 2024
A former industry insider’s perspective.
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
AUGUST 23, 2024
Deep value stocks are currently our highest conviction long-only investment idea. For the avoidance of any doubt, when we talk about “deep value,” we simply mean stocks that are cheap, often screamingly so, relative to our appraisal of their fair value. We do not care about a “growth” or “value” label that has been assigned, sometimes seemingly arbitrarily, by one index provider or another.
Wealth Management
AUGUST 23, 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
Validea
AUGUST 23, 2024
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that are combined into a single fundamental momentum measure.
Wealth Management
AUGUST 23, 2024
Legal Editor Anna Sulkin Stern discusses this month's cover art.
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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.
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