Wealth Management
JUNE 5, 2024
BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.
Abnormal Returns
JUNE 5, 2024
Podcasts Barry Ritholtz talks with Peter Mallouk about better managing your financial affairs. (ritholtz.com) Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. (humansvsretirement.com) Jonathan Clements and Peter Mallouk talk about the challenges of raising money savvy children.
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Wealth Management
JUNE 5, 2024
The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.
Abnormal Returns
JUNE 5, 2024
Markets Dedicated short-sellers are a dying breed. (bloomberg.com) Which should give investors pause. (herbgreenberg.substack.com) Crypto The Ether ETF fee war is already here. (barrons.com) Bitcoin miners with attractive power contracts could become targets. (coindesk.com) Finance The Texas Stock Exchange is taking steps to start trading. (wsj.com) Alphabet ($GOOGL) is stealing Eli Lilly's ($LLY) CFO.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management
JUNE 5, 2024
Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.
Calculated Risk
JUNE 5, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending May 31, 2024. This week’s results include an adjustment for the Memorial Day holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 5.2 percent on a seasonally adjusted basis from one week earlier.
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Calculated Risk
JUNE 5, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 152,000 Jobs in May; Annual Pay was Up 5.0% Private sector employment increased by 152,000 jobs in May and annual pay was up 5.0 percent year-over-year, according to the May, according to the April ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Wealth Management
JUNE 5, 2024
Two advisors from Merrill and Morgan Stanley with nearly $600 million AUM will form the first Alaska office for Raymond James' employee channel.
Nerd's Eye View
JUNE 5, 2024
For the most part, solo advicers launching their first practice often have plenty of time and not a lot of revenue, which means they tend to take care of every aspect of the business themselves. As their practices grow and they start to serve more clients, though, advicers invariably reach a point where they simply don't have the time to do everything on their own and need to decide whether to make their first hire (or not!).
Wealth Management
JUNE 5, 2024
A team of five advisors in Zanesville, Ohio, have launched Attain Wealth Partners under Kestra's Private Wealth Services division.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Calculated Risk
JUNE 5, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Trade Balance report for April from the Census Bureau. The consensus is the trade deficit to be $69.7 billion. The U.S. trade deficit was at $69.4 Billion in March. • Also at 8:30 AM, The initial weekly unemployment claims report will be released.
Wealth Management
JUNE 5, 2024
Monday, July 01, 2024 | 2:00 PM Eastern Daylight Time
Calculated Risk
JUNE 5, 2024
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
Wealth Management
JUNE 5, 2024
Will the court allow its modification?
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Calculated Risk
JUNE 5, 2024
(Posted with permission). The ISM® Services index was at 53.8%, up from 49.4% last month. The employment index increased to 47.1%, from 45.9%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 53.8% May 2024 Services ISM® Report On Business® Economic activity in the services sector grew in May after contracting in April for the first time since December 2022, say the nation's purchasing and supply executives in the latest Serv
Wealth Management
JUNE 5, 2024
How today’s agents can get there.
Trade Brains
JUNE 5, 2024
The tyres that carry us across continents and down dusty paths are often an afterthought. Yet JK Tyre and Industries Ltd recognizes their critical role in the transportation industry. JK Tyre has carved its niche in the Indian market, becoming the undisputed leader in truck and bus radial tyres. Their commitment translates to efficient and safe movement of goods and people across the nation’s vast network.
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
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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?
A Wealth of Common Sense
JUNE 5, 2024
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off (new customers only) and for more info on the transition analysis tool. See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: 200 years of market concentration Wall Street’s favorite r.
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
Advisor Perspectives
JUNE 5, 2024
Its business is massive, its profits are booming and everyone already knows Nvidia Corp. is the hottest stock on Wall Street.
Wealth Management
JUNE 5, 2024
A new hybrid model and the surprising firms that use it.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Random Roger's Retirement Planning
JUNE 5, 2024
Let's do some crazy stuff with this post.crazy. I've been thinking about the Alpha Architect Tail Risk ETF (CAOS) that we wrote about the other day. As I mentioned, I am not sure whether it would actually go up if there was a serious, fast-ish decline. It very well could work but it hasn't been tested yet. I do believe it can function as a short term cash proxy if nothing else that might go up like a tail risk strategy when the next meaningful decline happens.
Wealth Management
JUNE 5, 2024
Transcript of Episode 108 of 401(k) Real Talk.
Advisor Perspectives
JUNE 5, 2024
A peaceful retirement, including the knowledge that your business will survive long into the future without needing to be sold, can quickly evaporate if you’re still the central rain maker of your business.
Harness Wealth
JUNE 5, 2024
“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Mr. Maddox is a member of Harness and is not being directly compensated for sharing his opinion and experience with our firm. Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.
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.
Advisor Perspectives
JUNE 5, 2024
The Institute of Supply Management (ISM) has released its May services purchasing managers' index (PMI). The headline composite index is at 53.8, surpassing the 51.0 forecast. The latest reading is the highest level for the index in the past nine months and moves the index back into expansion territory after one month in contraction territory.
Trade Brains
JUNE 5, 2024
Jash Engineering: Water, the elixir of life, is a precious resource facing ever growing pressures. The water treatment and recycling industry plays a crucial role in ensuring its availability and sustainability. Jash Engineering Ltd, a leading player in this vital sector, has been a key contributor for over 50 years. Jash Engineering focuses on manufacturing a comprehensive range of equipment for water and wastewater treatment plants.
Advisor Perspectives
JUNE 5, 2024
Jacoby looks at current macroeconomic dynamics through the lens of the movie, “A Bronx Tale,” Robert Di Nero’s directorial debut.
Validea
JUNE 5, 2024
Warren Buffett is widely regarded as the greatest investor of all time. The “Oracle of Omaha” has amassed a multi-billion dollar fortune through his holding company Berkshire Hathaway by following a disciplined, patient, value-based approach to investing. Since taking over Berkshire in the 1960s, Buffett has delivered compounded annual returns of over 20% for shareholders, far outpacing the broader market.
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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.
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