Fri.Dec 06, 2024

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MiB: David Roux, BayPine, Silver Lake Partners

The Big Picture

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.

Investing 130
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Do We Have Enough Financial Advisors to Handle $80 Trillion?

A Wealth of Common Sense

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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Member Spotlight: Tyler Engelhaupt: Building a Career in Insurance Through Adaptability and Leadership

NAIFA Advisor Today

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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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

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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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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Facts Vs Feelings Take 5 – Why This Year Will End Strong

Carson Wealth

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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Asness’ AI Twin Heralds End of Human Fund Managers

Advisor Perspectives

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

More Trending

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Diversifying Trend Following Strategies Improves Portfolio Efficiency

Alpha Architect

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 110
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Podcast links: walking in nature

Abnormal Returns

Listening Spotify's ($SPOT) most listened to podcasts of 2024 including 'The Joe Rogan Experience.' (hollywoodreporter.com) Joe Fahmy talks with producer Tyas Frantz about what makes for a successful podcast. (podcasts.apple.com) Business David Rosenthal and Ben Gilbert look at the business of Ikea. (acquired.fm) Logan Bartlett talks with Glenn Fogel, CEO of Booking Holdings ($BKNG).

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Weekend Reading For Financial Planners (December 7–8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler. Atkins' previous time on the commission and more recent statements suggest that he will take a more circumspect approach to financial regulation compared to Gensler and could look to limit disclosure requirements (i