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.
Nerd's Eye View
SEPTEMBER 2, 2024
Welcome to the September 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Fidelity has announced a new bundled technology offering for advisors, including its own Wealthscape brokerage and eMoney financial planning software, alongside Advyzon's portfolio management and p
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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
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.
Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
Zoe Financial
SEPTEMBER 2, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 3rd, 2024 Watch Time: 2.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: S&P 500 was up 0.2% for the week, up 18% for the year. S&P 500 was up a bit more than 2% for the month, what drove that? Not: Technology stocks, which were flat, and Consumer Discretionary, which was down 2.8%.
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