Abnormal Returns
AUGUST 26, 2024
Strategy Why pessimism sells on Wall Street. (optimisticallie.com) You can't just lock in money market rates. (obliviousinvestor.com) Finance Building a better global market index. (ft.com) The big index fund managers have a problem on their hands. (humbledollar.com) Ukraine How Ukraine successfully invaded Kursk. (ig.ft.com) How Ukraine defeated Russia in the Black Sea.
Nerd's Eye View
AUGUST 26, 2024
For most of its history, the financial advice industry has been very slow to change. Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place over decades and, in many cases, are still ongoing.
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Abnormal Returns
AUGUST 26, 2024
Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. (youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. (kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry.
Advisor Perspectives
AUGUST 26, 2024
As tough as financial advisors claim to be, we still get nervous about “firing” clients, too. When we say “graduate,” that is our delicate way of handling an uncomfortable situation. It’s a cheap, but effective way to massage the misgivings that we have about terminating client relationships.
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.
Alpha Architect
AUGUST 26, 2024
An AI analyst trained to digest corporate disclosures, industry trends, and macroeconomic indicators surpasses most analysts in stock return predictions. AI wins when information is transparent but voluminous. Humans provide significant incremental value in “Man + Machine,” which also substantially reduces extreme errors. From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses was originally published at Alpha Architect.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
AUGUST 26, 2024
Expectations heading into Nvidia Corp.’s Wednesday report are high, with analysts anticipating another strong consensus beat that could prompt the chipmaker to raise its profit guidance.
Wealth Management
AUGUST 26, 2024
The lawsuit, which seeks a class action, was filed in New York federal court last week. It follows similar suits brought against UBS, Ameriprise and LPL Financial.
A Wealth of Common Sense
AUGUST 26, 2024
Today’s Talk Your Book is sponsored by Calamos Investments: On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss investing in the small-cap space. On today’s show, we discuss: Navigating profitable and unprofitable small-cap stocks Calamos’ favorite small-cap sectors Fighting macro headwinds within small caps Why this asset class has flown under the rad.
Wealth Management
AUGUST 26, 2024
The generation first in line to benefit from the Great Wealth Transfer is surprisingly underserved.
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.
Advisor Perspectives
AUGUST 26, 2024
To make an organizational change effort stick, you have to start with the people, not with KPIs or quotas. If you want to move your firm to a client-centric model, you need to consider influencing factors such as your organizational structure and culture, the way employees feel about their work, and how management feels about shaking things up.
Wealth Management
AUGUST 26, 2024
The monthly advisor index improved slightly for both the market and the economy.
Financial Symmetry
AUGUST 26, 2024
We all have visions of our ideal retirement. However, our financial plans can quickly veer off-course if we haven’t appropriately managed our risks. On this episode of Financial Symmetry, Greg Suggs from Greg Suggs Insurance joins me to discuss how … Continued The post Risks to Your Ideal Retirement, Ep #223 appeared first on Financial Symmetry, Inc.
Wealth Management
AUGUST 26, 2024
This year’s new ETFs rank among the most expensive of the decade.
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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.
Advisor Perspectives
AUGUST 26, 2024
Seven of our eight indexes on our world watch list have posted gains through August 26th, 2024. The U.S.'s S&P 500 finished in the top spot with a YTD gain of 18.43%. Tokyo's Nikkei 225 finished in second with a YTD gain of 13.88% while India's BSE SENSEX finished in third with a YTD gain of 13.64%.
Wealth Management
AUGUST 26, 2024
And why it's so hard to create one.
Advisor Perspectives
AUGUST 26, 2024
New orders for manufactured durable goods rose to $289.65B in July, the highest level since November. This represents a 9.9% increase from the previous month and better than the expected 4.0% growth. The series is up 1.3% year-over-year (YoY). If we exclude transportation, "core" durable goods were down 0.2% from the previous month and up 0.6% from one year ago.
Random Roger's Retirement Planning
AUGUST 26, 2024
Seven months ago I wrote about the then brand new Defiance Treasury Alternative Yield Fund (TRES). It was a derivative income fund that bought short term treasuries and sold option combos on ETFs like iShares 20+ Year Treasury ETF (TLT). The fund closed in late July. TLTW owns TLT and sells covered calls against that ETF. In March, I guess treasuries got hit a little bit in March, TRES got destroyed and then continued to deteriorate from there.
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
Validea
AUGUST 26, 2024
Shareholder yield is a comprehensive measure of the value a company returns to its shareholders through various means. It combines three key components: dividend yield, share repurchases, and debt reduction. Dividend yield represents the cash payments made directly to shareholders, while share repurchases increase the ownership stake of existing shareholders by reducing the number of outstanding shares.
Advisor Perspectives
AUGUST 26, 2024
Economic indicators are released every week to provide insight into a country’s overall economic health. They serve as essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.
Trade Brains
AUGUST 26, 2024
ECOS (India) Mobility & Hospitality Company is coming up with its IPO offer for sale worth Rs. 601.20 crores, which will open on 28 th August 2024. The issue will close on 30 th August 2024 and be listed on the exchange on 4 th September 2024. In this article, we will look at ECOS India Mobility & Hospitality IPO Review and analyze its strengths and weaknesses.
Advisor Perspectives
AUGUST 26, 2024
The market’s 8.5% decline during August sent shockwaves through the media and investors. The drop raised concerns about whether this was the start of a larger correction or a temporary pullback. However, a powerful reversal, driven by investor buying and corporate share repurchases, halted the decline, leading many to wonder if the worst is behind us.
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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.
Don Connelly & Associates
AUGUST 26, 2024
I met an Advisor at Merrill Lynch in Detroit who told me a very interesting story. Listen to the audio episode or read the transcript below, adapted from the video, to learn an important lesson about client service. The post The Elevator Repair Story appeared first on Don Connelly & Associates.
Advisor Perspectives
AUGUST 26, 2024
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for August. The latest general business activity index came in at -9.7, up from -17.5 last month. This marks the highest level for the index since January 2023 but is the 28th consecutive month the index has been in contraction territory.
Investment Writing
AUGUST 26, 2024
Can you spot what’s wrong in the image below? Please post your answer as a comment. I wonder if the author dictated their text. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for August 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Advisor Perspectives
AUGUST 26, 2024
I have listened to people bellyache about the Federal Reserve my entire adult life: Alan Greenspan lowered interest rates too much after the dot-com crash in 2000. Ben Bernanke printed too much money to bail out banks during the 2008 financial crisis.
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!
Sara Grillo
AUGUST 26, 2024
We do a crypto debate podcast every year. Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. Enjoy! For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
Advisor Perspectives
AUGUST 26, 2024
Federal Reserve Chair Jerome Powell on Friday removed all doubt that interest rate cuts are just around the corner. “The time has come for policy to adjust,” he said at his much-hyped annual speech in Jackson Hole, Wyoming, setting off a knee-jerk rally in stocks and bonds.
Norman Marks
AUGUST 26, 2024
I want to share a couple of techniques I used when building the audit plan and then the audit scope, and for assessing the level of risk presented by a control failure. The first is like a reverse root cause analysis when there is a control failure. (See this earlier post.
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