Abnormal Returns
FEBRUARY 5, 2024
Strategy Valuations matter, but using them in your investment process is a challenge. (entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? (silverlightinvest.com) Companies Why are companies holding more cash these days? (hbr.org) A look at the tail winds behind the aggregates business. (fortunefinancialadvisors.com) It's hard to believe but Facebook is now 20 years old.
Nerd's Eye View
FEBRUARY 5, 2024
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members
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Abnormal Returns
FEBRUARY 5, 2024
Podcasts Thomas Kopelman and Jacob Turner talk about how they manage their own finances. (podcasts.apple.com) Steve Chen talks with Brian Portnoy, founder of Shaping Wealth, about forming a holistic approach to wealth. (newretirement.com) Advisortech Advisers increasingly need to investigate which technology tools they can realistically adopt. (kitces.com) The latest in advisortech including Flourish launching a new annuity platform.
The Big Picture
FEBRUARY 5, 2024
Back in the bad old days of mainframes, “Time-sharing” was how computing power and database storage were provided to the large corporations that could afford it. Computing was less the purchase of goods than a service. The modern cloud-based era has seen the rise of “Software as a service” (SaaS).1 This approach was based on the idea that it was more cost-effective for the consumer and more efficient (and profitable) for the provider to offer computing operations as services instead of physicall
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Wealth Management
FEBRUARY 5, 2024
The ETF is an attempt to ride the wave of the so-called Magnificent 7 tech stocks in a covered call ETF, which offers investors some tax benefits, but limits flexibility and upside, according to industry pros.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 5, 2024
Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company joined the registered investment advisory platform under the Summit Growth Partners minority-ownership model.
Advisor Perspectives
FEBRUARY 5, 2024
I'm going to predict the future. Not the coming year. Not the markets. But the trends that will emerge in 2024 and will shape the future, which advisory firms can prepare for now so that the strong, gusty winds of change will howl at their backs instead of in their faces.
Norman Marks
FEBRUARY 5, 2024
A few years ago, my friend Dr. Rainer Lenz started talking about the internal auditor as the “gardener of governance”. In an article in EDPACS, Rainer explained (with my emphasis): Governance has been central to what internal auditing has been aspiring to do for a long time.
Wealth Management
FEBRUARY 5, 2024
For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.
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.
Cornerstone Financial Advisory
FEBRUARY 5, 2024
Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks At New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate updates from tech companies and the Federal Reserve’s two-day policy meeting; this led to the S&P 500 Index reaching a new record high on Monday.
Wealth Management
FEBRUARY 5, 2024
The investment manager has grouped its private credit, real estate equity and debt, private equity and other strategies under the PGIM Private Alternatives banner with plans to grow its menu of investments further.
XY Planning Network
FEBRUARY 5, 2024
Hey there, RIA owners! Ready to kick your sales strategy up a notch? Whether you're a seasoned pro or considering diving into entrepreneurship, we have 30 actionable tips to help you convert your prospects into clients! We understand the importance of removing the "sell" from Sales and utilizing those conversations instead as an opportunity to build stronger client relationships even before engagement.
Wealth Management
FEBRUARY 5, 2024
Andrew Ober has worked in the industry for over 40 years, including a multi-decade stint at Merrill Lynch. He’s joining Raymond James' independent advisor channel.
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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.
The Irrelevant Investor
FEBRUARY 5, 2024
14,000 views for a new show in just over twelve hours. It turns out that there are a lot of people who are excited about this sort of sober, thoughtful analysis. The format of financial television does not allow for this type of show. We have the luxury of not having to worry about commercial breaks or knee-jerk reactions that might be stale thirty minutes later.
Wealth Management
FEBRUARY 5, 2024
Some compliance experts took issue with a recent Michael Kitces podcast that appeared to endorse a marketing strategy that includes soliciting and reposting clients’ Google reviews.
Advisor Perspectives
FEBRUARY 5, 2024
Selecting the appropriate technologies for your wealth management firm is a daunting task, but by adhering to a systematic approach, you will identify the solutions that will drive your business forward.
Wealth Management
FEBRUARY 5, 2024
Osaic’s acquisition of Lincoln will have minimal impact on the wealth management firm’s debt leverage and interest coverage, the ratings agencies said.
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
FEBRUARY 5, 2024
From the Federal Reserve: he January 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices The January 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the past three months, which generally correspond to the fourth quarter of 2023.
Wealth Management
FEBRUARY 5, 2024
Avantax filed another lawsuit against Mariner Wealth, as well as Molly Nelson, an advisor who left the firm (and filed her own suit against Avantax).
A Wealth of Common Sense
FEBRUARY 5, 2024
Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy. On today’s show, we discuss: What types of businesses StepStone is investing in How liquidity works with.
Calculated Risk
FEBRUARY 5, 2024
Altos reports that active single-family inventory was down 1.2% week-over-week. I suspect inventory will bottom in February this year, as opposed to mid-April in 2023. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of February 2nd, inventory was at 497 thousand (7-day average), compared to 503 thousand the prior week.
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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.
Alpha Architect
FEBRUARY 5, 2024
Until that framework is defined, an assessment of the financial acumen of professional athletes will remain unfocused. This research addresses that gap. Professional Athletes and Money Skills was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
FEBRUARY 5, 2024
State Street’s exchange-traded fund assets under management more than doubled to $1.2 trillion during Thompson’s nearly six-year tenure at the firm.
Calculated Risk
FEBRUARY 5, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Launched Back Over 7% by Strong Economic Data Last Friday was the worst day for mortgage rates in over a year in terms of day-over-day movement (October 19th, 2023 remains the worst day in decades in terms of outright levels with 30yr fixed rates over 8%). Monday added insult to injury with another sharp increase that took the average top tier conventional 30yr fixed rate back over 7% for the first time since December 12th.
Wealth Management
FEBRUARY 5, 2024
The 11 new spot bitcoin ETFs were among the more than 50 new ETFs that debuted in January.
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!
Advisor Perspectives
FEBRUARY 5, 2024
The Institute of Supply Management (ISM) has released its January services purchasing managers' index (PMI). The headline composite index is at 53.4, surpassing the 52.0 forecast. The latest reading marks the 13th straight month the index has been expansion territory.
Wealth Management
FEBRUARY 5, 2024
Breaking down the four major fintech record keepers.
Advisor Perspectives
FEBRUARY 5, 2024
The January U.S. services purchasing managers' index (PMI) conducted by S&P Global came in at 52.5, just below the 52.9 forecast. The latest reading keeps the index in expansion territory for the 12th straight month and is the highest level for the index in the past seven months.
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