Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. How can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
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Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
A Wealth of Common Sense
JANUARY 24, 2024
Today’s Animal Spirits is brought to you by YCharts: See here to get 20% off your initial YCharts subscription for new customers. See here to register for the Future Proof Retreat in March! On today’s show, we discuss: The $8.8T cash pile that has stock market bulls salivating Americans are suddenly a lot more upbeat about the economy The US seems to be dodging a recession.
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.
Wealth Management
JANUARY 24, 2024
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 24, 2024
It’s time to get educated before it’s too late.
Calculated Risk
JANUARY 24, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 19, 2024. The results include an adjustment to account for the MLK holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 3.7 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JANUARY 24, 2024
Cetera has done more than 12 such transactions in the past year.
Meb Faber Research
JANUARY 24, 2024
Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024 | Run-Time: 49:41 Summary: Jared’s back on the podcast to talk about his book titled, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal […] The post Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life appeared first on Meb Faber Research -
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.
Wealth Management
JANUARY 24, 2024
WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.
Calculated Risk
JANUARY 24, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Gross Domestic Product, 4th quarter and Year 2023 (Advance estimate). The consensus is that real GDP increased 1.8% annualized in Q4. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 200 thousand initial claims, up from 187 thousand last week. • Also at 8:30 AM, Durable Goods Orders for December.
Wealth Management
JANUARY 24, 2024
Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more.
Advisor Perspectives
JANUARY 24, 2024
Bitcoin's price fell below $40,000 this week and is now down ~10% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 1/23/24.
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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.
Wealth Management
JANUARY 24, 2024
Creating competition while managing expectations and risks.
Calculated Risk
JANUARY 24, 2024
From WardsAuto: January U.S. Light-Vehicle Sales Lukewarm; Unusually Strong Increase to Inventory Expected (pay content). Brief excerpt: There is upside to January’s sales outlook, which could help alleviate excesses, but rising inventory for some vehicles, including electric vehicles, fullsize pickups and SUVs, plus some individual models in other segments, is leading to some Q1 production slowdowns.
Wealth Management
JANUARY 24, 2024
Best practices to avoid estate tax inclusion and unforeseen liabilities
Calculated Risk
JANUARY 24, 2024
From ICE (formerly Black Knight): ICE First Look at Mortgage Performance: December Delinquencies Rise on Calendar Effects; Foreclosures Approach Two-year Lows • In large part due to December ending on a Sunday, delaying the processing of payments made on the last day of the month, the national delinquency rate hit 3.57% , up 19 bps from November • Though the rise (+5.6%) was larger than an average December (+1.4%), it was milder than past Sunday-month-end Decembers, which have seen delinquencies
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
Wealth Management
JANUARY 24, 2024
Two of our editorial advisory board members on the Modern Practice Committee, to share their views on this important interaction.
Calculated Risk
JANUARY 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in December A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in December. I’ve added a comparison of active listings, new listings, and closings to the same month in 2019 (for markets with available data).
Wealth Management
JANUARY 24, 2024
Transcript of Episode 89 of 401(k) Real Talk.
Advisor Perspectives
JANUARY 24, 2024
Financial advisors new to a niche can position themselves as experts in their chosen area before fully recognizing themselves as such by using these six strategies.
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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.
Wealth Management
JANUARY 24, 2024
As with any relationship, the key lies in the level of communication between the owner and the newly hired professional manager.
Advisor Perspectives
JANUARY 24, 2024
One powerful and underutilized marketing strategy is client testimonials and reviews.
Wealth Management
JANUARY 24, 2024
IRS will issue EO determination letters for switching IRC Section 501(c)(3) category.
Trade Brains
JANUARY 24, 2024
Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). Starting as a stockbroker, ARWL has grown into a versatile force, helping wealthy individuals and families achieve financial freedom. ARWL stock gave a stellar return of 233% in just one year.
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!
SEI
JANUARY 24, 2024
Public Invited to Monitor Conference Call at 4:30 p.m.
Advisor Perspectives
JANUARY 24, 2024
Financial advisors are gearing up for a successful year and preparing for client reviews. We offer four actionable ideas and practices to help advisors address some key concerns many investors are having about the year ahead.
FMG
JANUARY 24, 2024
According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. So why are so few financial advisors marketing to millennials ? The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt.
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