Abnormal Returns
SEPTEMBER 2, 2024
Podcasts Brendan Frazier talks with Michael Finke about the three cornerstones of a happy and fulfilling retirement. (podcasts.apple.com) Michael Kitces talks with Mark Tibergin about the difference between simply growing in size versus truly gaining scale as an advisory firm. (kitces.com) Jason Pereira talks with Larry Shumbres, CEO, and founder of Archive Intel.
A Wealth of Common Sense
SEPTEMBER 2, 2024
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on the JPMorgan Core Plus Bond ETF On today’s show, we discuss: Thoughts on the market at all-time highs When will money start to leave money market funds? Thoughts on how corporations borrowed at ultra-low rates and how this allowed them to perform at a high level Risks around Private Credit What the inve.
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Trade Brains
SEPTEMBER 2, 2024
The National Stock Exchange (NSE) was incorporated in 1992 and recognized by SEBI in April 1993. It began operations in 1994, launching first the wholesale debt market, then the cash market segment. NSE quickly established itself as a pioneer in electronic trading in India. By December 2023, NSE’s market capitalization reached an impressive $4.3 trillion, solidifying its position as a major player in global financial markets.
NAIFA Advisor Today
SEPTEMBER 2, 2024
As we enter September, we are excited to celebrate Life Insurance Awareness Month (LIAM), an important initiative led by Life Happens, NAIFA’s consumer division dedicated to financial literacy. This year's theme, "Life Insurance. for when life happens," underscores the critical role life insurance plays in securing the financial futures of our loved ones during life's unpredictable moments.
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
Tobias Financial
SEPTEMBER 2, 2024
We are excited that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS® has been recently featured in an insightful article by National Association of Personal Financial Advisors (NAPFA). The article highlights Marianela’s remarkable journey of integrity and inclusion, showcasing her visionary leadership that has been instrumental in shaping our firm’s culture.
Don Connelly & Associates
SEPTEMBER 2, 2024
In today's saturated market, financial advisors must offer holistic financial planning for several reasons: It's a sure way to differentiate themselves from those who only offer investment management. It can build deeper, more trusting relationships with clients, and it leads to better financial outcomes for clients. It can also attract a broader client base and retain those who might otherwise seek these services elsewhere.
The Big Picture
SEPTEMBER 2, 2024
My end-of-Summer morning round up: • Do you spend money more like a millennial or a boomer? Take this quiz to find out. Are you pouring money into day care, car loans or a luxury vacation? Your spending says a lot about your income bracket and whether you have kids. But there are also generational influences — and a growing gap between how older and younger generations spend money. ( Washington Post ) • How America Can Break Its Highway Addiction : In the 1980s, an unlikely alliance slowed the c
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