The Big Picture

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. In a nutshell, the usual suspects’ heads exploded well before the legislation even took effect, claiming it would lead to widespread devastation in the fast food space: job losses

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Food Media Economics Numbers 284

Abnormal Returns

OCTOBER 7, 2024

Podcasts Blair duQuesnay talks with George Kinder about his new book "The Three Domains of Freedom." (blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk. (standarddeviationspod.com) Frazer Rice talks with Megan Gorman quthor of "All the Presidents' Money: How the Men who Governed America Governed Their Money.

Compliance 287

Compliance Wealth Management Financial Advice Government 287

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 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 digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which

Clients 237

Clients B2B Estate Planning Planning 237

Abnormal Returns

OCTOBER 7, 2024

Companies What are the chances that Google ($GOOGL) gets broken up? (ft.com) Pfizer ($PFE) has an activist in Starboard Value. (wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). (wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in. (bloomberg.com) Jane Street Jane Street is seeing extraordinary profits on the back of the ETF boom.

Investing 276

Investing Investments Financial Advising Retail 276

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.

Accounting

The Big Picture

OCTOBER 7, 2024

My back from vacay morning reads: • Pandemic Start-Ups Are Thriving, and Helping to Fuel the Economy : A record surge in new businesses has helped drive job growth, and could have longer-term benefits. ( New York Times ) • Fidelity: Twitter is worth 80% less than 2 years ago when Elon Musk bought it. That’s according to estimates from investment giant Fidelity: As of the end of August, the firm is worth just $8 billion, according to a Sunday filing by Fidelity’s Blue Chip Growth Fund.

Electronics 144

Electronics Recruitment License Healthcare 144

Wealth Management

OCTOBER 7, 2024

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

Taxes 118

Taxes Assets 118

Calculated Risk

OCTOBER 7, 2024

Today, in the Real Estate Newsletter: ICE Mortgage Monitor: Insurance Costs "Spike", Especially in Florida Brief excerpt: The largest insurance increases are in Florida (for obvious reasons - stay safe this week with Hurricane Milton). • While monthly principal, interest, and property tax obligations are up an average 15-17% since the beginning of 2020, the average monthly property insurance payment is up a whopping 52% over that same period • In New Orleans, as well as Florida markets such as D

Insurance 109

Insurance Taxes Marketing Marketing 109

Alpha Architect

OCTOBER 7, 2024

How can textual analysis of business news, specifically The Wall Street Journal (WSJ), be used to measure the state of the economy? Reading the WSJ May Make You a Better Economist was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economy 104

Economy 104

Trade Brains

OCTOBER 7, 2024

In the ever-changing realm of trading, it is essential to master effective strategies to achieve success. The Bullish Harami is a strategy that has become popular due to its simplicity and the potential for profitability. In this discussion, we’ll explore a significant type of multi-candlestick pattern known as the Bullish Harami Candlestick pattern, which traders employ to develop reversal strategies in the market.

Banking 98

Banking Marketing Marketing Portfolio 98

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.

Accounting

XY Planning Network

OCTOBER 7, 2024

Identifying and prioritizing client goals is essential to creating effective holistic financial plans. However, many advisors face the challenge of helping clients articulate their true objectives. Clients often come to their advisors with surface-level goals, but research suggests these initial goals may not reflect what truly matters to them. XYPN's partnership with fpPathfinder offers a practical way to achieve this through their Master List of Goals Checklist.

Clients 99

Clients Financial Planning Planning Fee Only 99

Carson Wealth

OCTOBER 7, 2024

What A Run, But… Today is the one-year anniversary of Hamas’s horrific terrorist attack on Israel. That day and its aftermath have taken a tremendous human toll and tensions continue to escalate in the region, but our job is to focus on the impact on markets. Following October 7, 2023, oil soared, stocks sold off hard for three weeks, fear spread, and the bears were in control.

Marketing 95

Marketing Marketing Economy Economics 95

Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 104

Wealth Management Management Sales Assets 104

Calculated Risk

OCTOBER 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in September Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in September compared to August. The Manheim Used Vehicle Value Index (MUVVI) fell to 203.0, a decline of 5.3% from a year ago. The seasonal adjustment to the index amplified the change for the month, as non-seasonally adjusted values fell slightly.

Consulting 78

Consulting Sales 78

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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.

Accounting

Wealth Management

OCTOBER 7, 2024

The day before she died, Shannen Doherty finalized her divorce, ensuring her assets would be passed to her chosen beneficiaries.

Planning 115

Planning Assets 115

Advisor Perspectives

OCTOBER 7, 2024

Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.

License 64

License 64

Wealth Management

OCTOBER 7, 2024

The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018.

Fee Only 115

Fee Only Management 115

Advisor Perspectives

OCTOBER 7, 2024

In the 1989 blockbuster Back to the Future II, time travel enables Michael J. Fox’s nemesis, Biff, to become a gazillionaire by bringing an almanac with sports match outcomes back from the future. We thought it might be instructive, and certainly entertaining, to make a less fanciful version of this dream a reality – for a few lucky people.

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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

Numbers

Wealth Management

OCTOBER 7, 2024

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

Wealth Management 111

Wealth Management Management Assets Investing 111

Advisor Perspectives

OCTOBER 7, 2024

The “no landing” scenario – a situation where the US economy keeps growing, inflation reignites and the Federal Reserve has little room to cut interest rates – had largely disappeared as a bond-market talking point in recent months. t.

Economy 59

Economy Marketing Marketing 59

Wealth Management

OCTOBER 7, 2024

Listen as as he reflects on the significance of this recognition and celebrates the incredible achievements of industry leaders at this prestigious event.

Wealth Management 103

Wealth Management Management 103

Sara Grillo

OCTOBER 7, 2024

In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. You’ll hear the story of why they converted from AUM to flat fee, how it has bolstered the growth trajectory of the practice, how to convert your firm from AUM and achieve similar results, and more! Flat fee firms are not all solo lifestyle practices!

Clients 59

Clients Financial Advisor Consulting Management 59

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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.

Planning

Wealth Management

OCTOBER 7, 2024

The day before she died, Shannen Doherty finalized her divorce, ensuring her assets would be passed to her chosen beneficiaries.

Planning 103

Planning Assets 103

Calculated Risk

OCTOBER 7, 2024

From Matthew Graham at Mortgage News Daily: Highest Mortgage Rates in 2 Months It's been a strange and frustrating couple of weeks for anyone who mistakenly believed that mortgage rates would move lower after the Fed rate cut. Bottom line, markets got locked into the belief that data would slowly deteriorate (with a lot of weight being given to the last few jobs reports) only to see the most recent jobs report say "not so fast!

Marketing 57

Marketing Marketing 57

Wealth Management

OCTOBER 7, 2024

Artificial intelligence can change retirement plans the way behavioral finance did.

Planning 110

Planning Retirement Planning Retirement 110

A Wealth of Common Sense

OCTOBER 7, 2024

On today’s show, we are joined by Ted Seides, author of Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals Today’s show is brought to you by Public: See here for more information on the Public high yield bond account On today’s show, we discuss: The growth of the private equity industry Why private credit has been such a large growth story this year.

Accounting 52

Accounting Investing Investments 52

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!

Management

Wealth Management

OCTOBER 7, 2024

WiserAdvisor CEO Rishi Bharathan also talks about quality vs. quantity regarding leads.

Marketing 108

Marketing Marketing 108

Trade Brains

OCTOBER 7, 2024

The Chinese market has struggled since 2020 due to COVID-19, real estate issues, and tech company crackdowns. Recently, Indian markets have corrected, mainly because of the Israel-Lebanon conflict, US recession fears, and changing investment patterns. Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations.

Valuation 52

Valuation Marketing Marketing Government 52

Wealth Management

OCTOBER 7, 2024

More data does not necessarily make for better advice.

Clients 115

Clients 115