The Big Picture
NOVEMBER 15, 2024
This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and the Kellogg Graduate School of Business at Northwestern University, and held a visiting professorship at Oxford University.
Nerd's Eye View
NOVEMBER 15, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rat
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
NOVEMBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-November 2024 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-November 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Abnormal Returns
NOVEMBER 15, 2024
Markets The equity risk premium has fallen. (mrzepczynski.blogspot.com) The S&P SmallCap 600 index is 30 years old. (spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. (ft.com) Is private credit in a bubble? (alphaarchitect.com) How the activist short selling ecosystem works. (on.ft.com) Fund management 2024 could see $1 trillion in U.S.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
NOVEMBER 15, 2024
The AdviceTech.Live virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors.
Abnormal Returns
NOVEMBER 15, 2024
Listening Spotify ($SPOT) is now solidly profitable. (sherwood.news) Happy one year anniversary to Barry Ritholtz's 'At the Money' podcast. (ritholtz.com) Companies Patrick O'Shaughnessy talks with Ernie Garcia who is the co-founder and CEO of Carvana ($CVNA). (joincolossus.com) Stephan Clapham talks with Lionel Barber author of the forthcoming "Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 15, 2024
Samantha Russell dives into the game-changing impact of social search and AI on consumer behavior at the 2024 Nitrogen Fearless Investing Summit.
NAIFA Advisor Today
NOVEMBER 15, 2024
Colin Aubin’ s path to success in financial services is rooted in a strong family foundation, an early background in competitive sports, and a commitment to community impact. Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education. His mother, Donna, was a dedicated teacher who spent over three decades shaping young minds, while his father, Tom, worked in finance as a CFO.
Wealth Management
NOVEMBER 15, 2024
Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing Summit.
Alpha Architect
NOVEMBER 15, 2024
The growth rate of private credit has been so rapid (growing to nearly $2 trillion by the end of 2023, roughly ten times larger than it was in 2009), that concerns about there being a bubble have been raised. The Explosive Growth of Private Credit: Is There a Bubble? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management
NOVEMBER 15, 2024
Nicholas Takahashi and his team managed about $1.3 billion when it left the wirehouse earlier this year, but Morgan Stanley alleged the rep was breaking his non-solicitation vows.
Validea
NOVEMBER 15, 2024
The Twin Momentum strategy, based on research by Dashan Huang and his colleagues, represents an innovative approach to momentum investing that combines both fundamental and price momentum factors. This dual approach was found to generate significant outperformance compared to using either type of momentum in isolation. The Strategy’s Foundation The academic foundation for this strategy comes from Huang’s research, which demonstrated that combining fundamental momentum indicators with
Wealth Management
NOVEMBER 15, 2024
A well-thought-out BCP protects client relationships and ensures the business is functional regardless of the circumstances.
Carson Wealth
NOVEMBER 15, 2024
In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appears to be normalizing, particularly in housing, which may benefit markets going forward Lastly, recent interest rate cuts by the Fed, combined with stabilized inflation, provide a potential tailwind for the econ
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
Wealth Management
NOVEMBER 15, 2024
Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.
Validea
NOVEMBER 15, 2024
Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Validea has adapted Graham’s principles into a systematic strategy that prioritizes financial stability and proven performance over speculative growth. Investment Criteria: Company Fundamentals Must generate at least $340 million in annual sales Excludes technology sector investments Must demonstrate positive earnings for 5 consecutive years Balance Sheet
Wealth Management
NOVEMBER 15, 2024
Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.
Advisor Perspectives
NOVEMBER 15, 2024
Nominal retail sales in October were up 0.40% month-over-month (MoM) and up 2.85% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.15% MoM and up 0.27% YoY.
Advertisement
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
NOVEMBER 15, 2024
Despite rate cuts, money market funds remain attractive to investors.
Advisor Perspectives
NOVEMBER 15, 2024
Industrial production was down 0.3% in October, coming right in line with economist estimates. Compared to one year ago, industrial production is down 0.29%.
Wealth Management
NOVEMBER 15, 2024
Clay Young explores how his company delivers institutional-grade investment management to clients through innovative technology.
Advisor Perspectives
NOVEMBER 15, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Advertisement
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
NOVEMBER 15, 2024
With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.
Advisor Perspectives
NOVEMBER 15, 2024
The Census Bureau's Advance Retail Sales Report for October revealed headline sales were up 0.4% last month. The latest reading was higher than the expected 0.3% monthly growth in consumer spending.
Calculated Risk
NOVEMBER 15, 2024
On a monthly basis, retail sales increased 0.4% from September to October (seasonally adjusted), and sales were up 2.8 percent from October 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for October 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $718.9 billion, an increase of 0.4 percent from the previous month , and up 2.8 percent from October 2023.
Advisor Perspectives
NOVEMBER 15, 2024
Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.
Advertisement
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.
Calculated Risk
NOVEMBER 15, 2024
Earlier from the Fed: Industrial Production and Capacity Utilization Industrial production (IP) decreased 0.3 percent in October after declining 0.5 percent in September. A strike at a major producer of civilian aircraft held down total IP growth by an estimated 0.3 percentage point in September and 0.2 percentage point in October. Hurricane Milton and the lingering effects of Hurricane Helene together reduced October IP growth 0.1 percentage point.
Advisor Perspectives
NOVEMBER 15, 2024
This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.
Calculated Risk
NOVEMBER 15, 2024
From BofA: Next week, we will initiate our 4Q GDP tracker after the October retail sales print today and October industrial production, housing starts, existing home sales and September business inventories will impact our 3Q and 4Q tracking estimate. [ Current forecast 2.0% , Nov 15th] emphasis added From Goldman: Following this morning’s retail sales and industrial production reports, we lowered our Q4 GDP tracking estimate by 0.1pp to +2.5% (quarter-over-quarter annualized) and left our Q4 do
Advisor Perspectives
NOVEMBER 15, 2024
Stanley Druckenmiller’s family office led investment firms for the world’s rich in boosting allocations to US bank shares last quarter, putting them in line to profit from a rally in financial stocks.
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.
Expert insights. Personalized for you.
316 
Let's personalize your content