The Big Picture

DECEMBER 6, 2024

This week, we speak with David Roux , Executive Chairman of BayPine , a private equity firm focused on digital transformation. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point and Lotus Development. He currently serves on the boards of Bristol Seafoods and The Institute for Health Metrics and Evaluation at the University of Washington.

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Investments Investing 130

Wealth Management

DECEMBER 6, 2024

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Calculated Risk

DECEMBER 6, 2024

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Wealth Management

DECEMBER 6, 2024

Investments 84

Investments Investing 84

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

Advisor Perspectives

DECEMBER 6, 2024

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Advisor Perspectives

DECEMBER 6, 2024

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Wealth Management

DECEMBER 6, 2024

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Alpha Architect

DECEMBER 6, 2024

Allocation to trend following can further improve the efficiency of their portfolio by also adding allocations to the other uncorrelated strategies, further reducing tail risks by reducing the dispersion of potential outcomes. Diversifying Trend Following Strategies Improves Portfolio Efficiency was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Portfolio 92

Portfolio 92

Wealth Management

DECEMBER 6, 2024

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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

Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Explore how to reach potential clients by using educational content and CRM systems. Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. Understand the key rules and best practices to keep your marketing activities aligned with industry standards.

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Marketing Marketing Media Engineering 52

A Wealth of Common Sense

DECEMBER 6, 2024

Retirement is still a relatively new concept. Throughout most of human history, people worked late into life, maybe retired for a few years or worked until they keeled over. Retiring to a life of leisure is a concept that’s only been around in a big way since the post-WWII era. I wrote about this before: In the 1940s, only 3% of men who retired said they did so because they were looking for a life of leisure.

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Financial Advisor Retirement Wealth Management Management 82

Advisor Perspectives

DECEMBER 6, 2024

Hedge fund executive Cliff Asness says artificial intelligence is becoming annoyingly better at doing parts of his job.

Management 52

Management Investing Investments 52

Calculated Risk

DECEMBER 6, 2024

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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

Advisor Perspectives

DECEMBER 6, 2024

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Calculated Risk

DECEMBER 6, 2024

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Carson Wealth

DECEMBER 6, 2024

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss why 2024’s strong market performance may continue. Key points include: Market momentum Seasonal trends Potential Federal Reserve rate cuts boosting equities The post Facts Vs Feelings Take 5 – Why This Year Will End Strong appeared first on Carson Wealth.

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Marketing Marketing Investing Investments 52

Calculated Risk

DECEMBER 6, 2024

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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

Advisor Perspectives

DECEMBER 6, 2024

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Calculated Risk

DECEMBER 6, 2024

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Advisor Perspectives

DECEMBER 6, 2024

Investments 40

Investments Investing 40

Calculated Risk

DECEMBER 6, 2024

Sales 45

Sales Marketing Marketing 45

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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

Advisor Perspectives

DECEMBER 6, 2024

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Random Roger's Retirement Planning

DECEMBER 6, 2024

Portfolio 40

Portfolio 40

Advisor Perspectives

DECEMBER 6, 2024

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SEI

DECEMBER 6, 2024

Banking 40

Banking 40

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

Advisor Perspectives

DECEMBER 6, 2024

Estate Planning 40

Estate Planning Planning Taxes 40

NAIFA Advisor Today

DECEMBER 6, 2024

After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished. Specializing in annuities and retirement planning, Tyler now works alongside other advisors to help clients achieve their retirement goals through customized financial strategies.

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Insurance Retirement Planning Financial Advising Retirement 52

Advisor Perspectives

DECEMBER 6, 2024

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