Abnormal Returns
SEPTEMBER 4, 2024
Podcasts Barry Ritholtz talks with Eric Balchunas about the importance of falling fund fees. (ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." (bogleheads.podbean.com) Christine Benz and Amy Arnott talk financial fraud with Kathy Stokes, director of Fraud Prevention Programs with AARP.
Nerd's Eye View
SEPTEMBER 4, 2024
As digital software solutions become more sophisticated (and new ones continue to roll out at breakneck speed), they may offer relief with what they offer but, at the same time, they may also introduce a burden for the user to vet and review the results to ensure that it actually provides the 'correct' output. When it comes to digital estate planning solutions tools, this particular burden is amplified not only because of the many clients who need an estate plan (with about 2/3 of Americans esti
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Abnormal Returns
SEPTEMBER 4, 2024
IPOs Don't expect much in the way of IPOs between now and year-end. (news.crunchbase.com) The SPAC market is not dead. (bloomberg.com) Finance Why Blackstone ($BX) purchased data center operator AirTrunk. (wsj.com) How private equity profits from our 'penny problem.' (axios.com) It seems like PE always wins, no matter what. (sherwood.news) A defense of private equity.
Wealth Management
SEPTEMBER 4, 2024
Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.
Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Calculated Risk
SEPTEMBER 4, 2024
Wards Auto released their estimate of light vehicle sales for August: August U.S. Light-Vehicle Sales Rise 4%, Ending Two Straight Declines (pay site). Growth was solid in August despite the period’s results equaling a 7-month-low SAAR. However, after rising 3.4% year-over-year in the first five months of 2024, demand over the three months since then has been nearly flat.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 4, 2024
Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s mergers and acquisitions strategy.
Advisor Perspectives
SEPTEMBER 4, 2024
The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on Tuesday has traders scouring charts for clues as to where the pain might end.
Wealth Management
SEPTEMBER 4, 2024
Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.
A Wealth of Common Sense
SEPTEMBER 4, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Americans Are Really, Really Bullish on Stocks Once-In-Lifetime Wall Street Rally Raises Soft-Landing Stakes Ex-Peloton CEO John Foley gets real about company crash — and his unexpected venture into home decor Economist Eugene Fama: ‘Efficient mark.
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
Wealth Management
SEPTEMBER 4, 2024
Once only a direct-to-consumer play, Boldin is working with independent RIAs and enterprise customers.
Calculated Risk
SEPTEMBER 4, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • 8:15 AM: The ADP Employment Report for August. This report is for private payrolls only (no government). • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 238 thousand initial claims, up from 233 thousand last week.
Wealth Management
SEPTEMBER 4, 2024
LPL is acquiring the Bedminster, N.J-based firm The Investment Group, with about $9 billion in managed assets supporting approximately 240 advisors.
Advisor Perspectives
SEPTEMBER 4, 2024
Bitcoin's price hovered around $59,000 but has edged lower to $57,000 this past week. BTC is currently up ~30% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 9/3/24.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Wealth Management
SEPTEMBER 4, 2024
Warren Buffett's three children get control of what to do with the money
Advisor Perspectives
SEPTEMBER 4, 2024
Using infographics to illustrate your firm’s financial planning process is a great way to show the value you provide. Whether in your marketing materials, initial consultations, or new client onboarding, these visuals can help set the stage for a successful and growing relationship.
Wealth Management
SEPTEMBER 4, 2024
New technology allows advisors to create more personalized and efficient bond portfolios.
Advisor Perspectives
SEPTEMBER 4, 2024
A record number of blue-chip firms swarmed the US corporate bond market on Tuesday, taking advantage of cheaper borrowing costs as they look to issue debt ahead of the US presidential election.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Wealth Management
SEPTEMBER 4, 2024
Amendments refresh outdated terminology, references, responsible parties and procedures.
Advisor Perspectives
SEPTEMBER 4, 2024
Bond traders are bracing for wilder market swings in the US than in Europe, as signs the world’s largest economy is faltering fuel bets on a jumbo interest-rate cut from the Federal Reserve.
Validea
SEPTEMBER 4, 2024
David Einhorn is a prominent hedge fund manager and the founder of Greenlight Capital. Known for his value-oriented investment approach and activist investing, Einhorn rose to fame in the financial world for his prescient short positions, including his famous short of Lehman Brothers before its collapse in 2008. Einhorn employs a long-short strategy, taking both long positions in undervalued stocks and short positions in overvalued ones.
Advisor Perspectives
SEPTEMBER 4, 2024
In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing your financial future.
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!
Validea
SEPTEMBER 4, 2024
The energy sector remains a vital part of the global economy, despite ongoing challenges and the increasing focus on renewable energy. Recent fluctuations in commodity prices, driven by geopolitical events and supply-demand imbalances, have contributed to heightened volatility for energy stocks. Additionally, governments worldwide are pushing forward with policies that favor clean energy, which has added pressure on traditional fossil fuel companies to adapt or face reduced long-term growth pros
Advisor Perspectives
SEPTEMBER 4, 2024
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to show you our approach to value investing and how stock picking 101 is based on value investing principles and through the use of FAST Graphs! We actually don’t like to start with value, we like to start with fundamentals.
Wealth Management
SEPTEMBER 4, 2024
Action on pending bills will likely be postponed until after the election.
Advisor Perspectives
SEPTEMBER 4, 2024
There are two radically different visions of our AI future, and they depend on the cost of energy.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Accounting for Good
SEPTEMBER 4, 2024
The ACNC conducts audits to ensure that organisations comply with the ACNC Act and adhere to their responsibilities under Australian law.
Advisor Perspectives
SEPTEMBER 4, 2024
Successful advisors are persuasive. They understand persuasion is critical to converting prospects into clients and keeping them as clients.
YouSet Insurance
SEPTEMBER 4, 2024
While one-way insurance covers damage you cause to others in a car accident, two-way insurance also covers damage to your own car.
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