Abnormal Returns
MAY 10, 2024
The biz How the Acquired podcast became a favorite in the business world. (wsj.com) Scott Galloway is launching a new finance-focused podcast. (semafor.com) Business Rick Buhrman and Paul Buser talk with Mitch Rales, co-founder of Danaher Corp. (joincolossus.com) Derek Thompson talks with Gideon Lewis-Kraus about the prospects for eVTOLs. (theringer.com) Josh Brown and Michael Batnick talk all things Hollywood with Matt Belloni.
Wealth Management
MAY 10, 2024
Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.
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Abnormal Returns
MAY 10, 2024
Markets Picking 30 companies for the Dow Jones Industrial Average isn't easy in a dynamic economy. (wsj.com) The stock market doesn't love high inflation. (klementoninvesting.substack.com) Apple Apple ($AAPL) is in a tough spot. (om.co) Apple ($AAPL) may be late in AI, but don't count them out. (barrons.com) If Apple ($AAPL) is no longer the world's biggest brand, what is?
Wealth Management
MAY 10, 2024
This new wave of 'RIA breakaways' is feeling the pushes and pulls of an evolving industry.
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
Nerd's Eye View
MAY 10, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0) could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 bill
Wealth Management
MAY 10, 2024
Raising concerns that in their aggressive hunt for higher yields, they may be discounting some pitfalls.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 10, 2024
At its inaugural investor forum for the RIA community, the firm presented its vision of playing a bigger role as an advisor to RIA practitioners.
Calculated Risk
MAY 10, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-May 2024 A brief excerpt: This 2-part overview for mid-May provides a snapshot of the current housing market. I always like to start with inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s April 2024 Monthly Housing Market Trends Report showing new listings were 12.2% year-over-year in April.
Wealth Management
MAY 10, 2024
LPL Financial prioritizes tech to aid advisors, focusing on AI and scaling in 2024.
Calculated Risk
MAY 10, 2024
From Goldman: We boosted our Q 2 GDP tracking estimate by 0.1pp to +3.4% (qoq ar) and left our domestic final sales estimate unchanged at +2.7%. [May 7th estimate] emphasis added And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2024 is 4.2 percent on May 8, up from 3.3 percent on May 2.
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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.
Wealth Management
MAY 10, 2024
The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients.
Calculated Risk
MAY 10, 2024
From STR: U.S. hotel results for week ending 4 May U.S. hotel performance showed mixed results from the previous week, according to CoStar’s latest data through 4 May. 28 April through 4 May 2024 (percentage change from comparable week in 2023): • Occupancy: 64.4% (-0.8%) • Average daily rate (ADR): US$159.97 (+1.3%) • Revenue per available room (RevPAR): US$103.09 (+0.5%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Wealth Management
MAY 10, 2024
The debate at the conference reflects a broader dispute taking place across corporate America over the role of DEI.
A Wealth of Common Sense
MAY 10, 2024
I saw the following headline earlier this week: I didn’t even need to read the actual article to know what the message would be. The tell here was the term ‘veteran forecaster’ In finance-speak, veteran forecaster can be translated to mean someone who is supremely confident in their predictions but almost always wrong. It has to be this way because forecasters are so unreliable.
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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?
Wealth Management
MAY 10, 2024
CI Financial's U.S. debt obligations should be satisfied by Jan. 2025, according to CEO Kurt MacAlpine during a Q1 earnings call.
Alpha Architect
MAY 10, 2024
To date, the best metric we have for forecasting future equity returns and the ERP is current valuations. An interesting question is whether more complicated methods using newly developed machine learning models can provide superior forecasts. Using Machine Language Programs to Forecast the Equity Risk Premium was originally published at Alpha Architect.
Trade Brains
MAY 10, 2024
Bearish Engulfing Candlestick Pattern: Technical analysts rely heavily on chart and candlestick patterns to conduct comprehensive analyses of stock prices and accurately predict their future movements. Each pattern formed in the market has a clear and justified reason behind its formation and indicates the market’s direction. Here in this article, we shall discuss a two-candlestick pattern called the bearish engulfing candlestick pattern with its meaning, formation, indication, and how to
MainStreet Financial Planning
MAY 10, 2024
Solo Agers are adults making decisions about their future independently. You might be a solo ager if you are: An individual or couple with no children An individual who never married, or had children An individual living alone since the death or divorce of a spouse or partner An individual or couple whose relatives live far away or are estranged Solo aging is very common and on the rise.
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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.
Advisor Perspectives
MAY 10, 2024
In the US stock market, investors have been conditioned to hold onto their winners. The Magnificent Seven were so-named because most of them — both individually and collectively — have delivered consistently extraordinary returns for a decade or so.
Random Roger's Retirement Planning
MAY 10, 2024
John Authers' column the other day was titled It's Dangerous To Stay Out Of Stocks. I think that is consistent to the conversations we have about stocks being the thing that goes up the most, most of the time. An investor needing something close to equity market returns for their financial plan to work needs something of a "normal" allocation to equities.
Advisor Perspectives
MAY 10, 2024
Consumer sentiment fell to a 6-month low in May according to the preliminary report for the Michigan Consumer Sentiment Index. The index fell 9.8 points (-12.7%) to 67.4 from the April final. The latest reading was below the forecast of 76.0.
SEI
MAY 10, 2024
SEI Sphere and Fortinet invite you to an exclusive event covering one of the hottest new technology capabilities in cybersecurity—secure access service edge (SASE).
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
MAY 10, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of April 26th, the index was at 18.279, up 1.103 from the previous week, with 5 of the 6 components in expansion territory.
SEI
MAY 10, 2024
SEI Sphere and Fortinet invite you to an exclusive event covering one of the hottest new technology capabilities in cybersecurity—secure access service edge (SASE).
Advisor Perspectives
MAY 10, 2024
The S&P 500 posted its third straight weekly gain for the first time since early February. The index is currently up 10.12% year to date and now sits 0.60% below its record close from March 28, 2024.
SEI
MAY 10, 2024
SEI Sphere and Fortinet invite you to an exclusive event covering one of the hottest new technology capabilities in cybersecurity—secure access service edge (SASE).
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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.
Advisor Perspectives
MAY 10, 2024
On the heels of Apple’s latest earnings report, the Wall Street Journal published an article titled “Apple is Buffett’s Best Investment,” which discusses how Apple became an oversized investment of Warren Buffett’s company, Berkshire Hathaway.
Covisum
MAY 10, 2024
Stay informed with the latest updates on the 2024 Social Security Trustees Report and Benefit Cut Scenario, including estimates for trust fund depletion and potential benefit cuts.
SEI
MAY 10, 2024
SEI Sphere and Fortinet invite you to an exclusive event covering one of the hottest new technology capabilities in cybersecurity—secure access service edge (SASE).
NAIFA Advisor Today
MAY 10, 2024
In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.
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
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