The Big Picture
MAY 6, 2024
It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well. But every now and then, something I saved turned out to be prescient — not because it was lucky, but because it contained a well-considered insight that has stood the test of time.
Abnormal Returns
MAY 6, 2024
Podcasts Brendan Frazier talks with Emily Koochel about the difference between behavioral finance and financial psychology. (wiredplanning.com) Steve Chen talks with Jordan Hutchison, Vice President of Technology for RFG Advisory, about the evolving landscape of financial planning. (newretirement.com) Sam Parr talks with Taylor and 'Jane' about how to find a purpose when living with great wealth.
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Nerd's Eye View
MAY 6, 2024
Welcome to the May 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 self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prosp
Abnormal Returns
MAY 6, 2024
Markets We are in the midst of a historic bond bear market. (awealthofcommonsense.com) The price of gold has gotten ahead of itself. (marketwatch.com) Charlie Munger Charlie Munger was constantly learning and "unlearning." (davisfunds.com) Why every investor would do well to have their own Charlie Munger. (alchemy.substack.com) Finance The 0DTE business is booming.
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.
Calculated Risk
MAY 6, 2024
Fannie reported results for Q1 2024. Here is some information on single-family Real Estate Owned (REOs). Fannie Mae reported the number of REOs decreased to 7,791 at the end of Q1 2024, down 5% from 8,403 at the end of the previous quarter, and down 9% year-over-year from Q1 2023. For Fannie, this is down 95% from the 166,787 peak number of REOs in Q3 2010.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MAY 6, 2024
Altos reports that active single-family inventory was up 0.6% week-over-week. Inventory is now up 13.3% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 3rd, inventory was at 560 thousand (7-day average), compared to 556 thousand the prior week. Inventory is still far below pre-pandemic levels.
Wealth Management
MAY 6, 2024
According to the settlement letter, third parties used the firm’s cash management brokerage account to withdraw funds from accounts they’d illegally accessed at other financial institutions.
Alpha Architect
MAY 6, 2024
How do female appointments to top management teams (TMTs) affect a firm's approach to knowledge-related strategic renewal? What Changes after Women Enter Top Management Teams? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MAY 6, 2024
iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.
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.
A Wealth of Common Sense
MAY 6, 2024
Today’s Talk Your Book is sponsored by Franklin Templeton Digital Assets: On today’s show, we spoke with Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group and co-lead of the Digital Asset Investment Strategy Investment Committee to discuss the digital asset landscape. On today’s show, we discuss: The resiliency of Bitcoin The global.
Wealth Management
MAY 6, 2024
The notice from the regulator concerns Robinhood Crypto and its cryptocurrency listings, custody of cryptocurrencies and platform operations.
Carson Wealth
MAY 6, 2024
This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines along the way, but overall, plenty of positive territory remains.
Wealth Management
MAY 6, 2024
Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions.
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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.
XY Planning Network
MAY 6, 2024
Can you believe it? XYPN just celebrated a decade of making independence possible for 1800+ members, and just like that, the 10th annual conference is right around the corner. Since your red cape is at the cleaners—as usual, sigh— get ready to snag a t-shirt hot off the presses at registration because a celebration is waiting for you in Minneapolis, MN on October 15-17.
Wealth Management
MAY 6, 2024
Adam Birenbaum, currently chairman and CEO of Buckingham, will become the combined company’s new CEO.
Advisor Perspectives
MAY 6, 2024
Let's take a close look at April's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
MAY 6, 2024
NFJ Investment Group's Burns McKinney on the equity sectors he likes most moving forward.
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
Darrow Wealth Management
MAY 6, 2024
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a process that takes time — months not days. When a parent dies and you’re the executor, make sure you understand your duties. Here’s a checklist to help you manage the process as executor of your parents estate.
Wealth Management
MAY 6, 2024
The two Lincoln firms will join the broker/dealer as stand-alone entities before being converted in the coming months, according to Osaic, which is also still rolling in the Advisor Group legacy b/ds.
Advisor Perspectives
MAY 6, 2024
What does the ratio of unemployment claims tell us about where we are in the business cycle and recession risk?
Wealth Management
MAY 6, 2024
Santander started boosting the high and ultra-high segment of its private banking business last year and has since hired 90 bankers.
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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.
Norman Marks
MAY 6, 2024
I apologize in advance to all my friends who make a living (at least in part) by helping people write what they believe are “effective” internal audit reports. Every so often, we should challenge everything we do, but today I am focusing on internal audit reports.
Wealth Management
MAY 6, 2024
The boost in wealth from Bitcoin spilled over into the housing markets in parts of California, Nevada, Utah and other places where crypto is popular.
The Irrelevant Investor
MAY 6, 2024
Today’s Talk Your Book is sponsored by Franklin Templeton Digital Assets: On today’s show, we spoke with Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group and co-lead of the Digital Asset Investment Strategy Investment Committee to discuss the digital asset landscape. On today’s show, we discuss: The resiliency of Bitcoin The global com.
Calculated Risk
MAY 6, 2024
From Matthew Graham at Mortgage News Daily: Everything is a Sideshow Until May 15th In a world where all hope for interest rate relief hinges on disinflation, CPI dominates all other calendar events. With nearly 10 days to go until the next release (May 15th) and very little on the econ calendar between now and then, it would be a surprise to see any new directional trends emerge. [ 30 year fixed 7.
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!
Advisor Perspectives
MAY 6, 2024
Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Calculated Risk
MAY 6, 2024
From the Federal Reserve: The April 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices The April 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the past three months, which generally correspond to the first quarter of 2024.
Financial Symmetry
MAY 6, 2024
Have you thought about retiring abroad? Oftentimes, when we think of retirement we think about sunny beaches with crystalline water shimmering in the sunshine. Could this or some other idyllic vision be your future? The realities of retiring abroad can … Continued The post How to Approach Planning a Retirement Abroad, Ep #215 appeared first on Financial Symmetry, Inc.
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