Abnormal Returns
JULY 2, 2024
Quant stuff Beware small sample sizes. (mrzepczynski.blogspot.com) Just how useful is historical financial markets data? (retirementresearcher.com) A round-up of recent white papers including 'Embracing Down Rounds: A Potential Path to Long-Term Equity Value.' (bpsandpieces.com) Corporate finance Are companies any good at timing share repurchases? (marketwatch.com) When a company shifts its financial targets - take note.
The Big Picture
JULY 2, 2024
The transcript from this week’s, MiB: Eva Shang, CEO, Legalist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.
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Abnormal Returns
JULY 2, 2024
Markets It's been awhile since we had a 1% drop in the S&P 500. (cautiouslyoptimist.com) Even when the stock market is up YTD there are plenty of stocks that are down on the year. (awealthofcommonsense.com) Putting the growth in private credit into some perspective. (apolloacademy.com) Fund management Hedge funds have a size problem. (bloomberg.com) A great reminder that index construction matters.
Nerd's Eye View
JULY 2, 2024
Welcome everyone! Welcome to the 392nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kristopher Heck. Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households. What's unique about Kristopher, though, is how his firm has scaled to more than a billion dollars of AUM while specializing in working with clients whose personal an
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
A Wealth of Common Sense
JULY 2, 2024
Halfway through the year, the S&P 500 was up 15.3%, including dividends. Despite these impressive gains the bull market has been relatively boring this year. There have been just 14 trading days with gains of 1% or more. There has been just a single 2% up day in 2024. And there have only been 7 days of down 1% or worse. Small moves in both directions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 2, 2024
Bill Capuzzi, CEO of Apex Fintech Solutions, invites you to unlock the power of AI by revolutionizing your advisory practice with the right technology stack.
Calculated Risk
JULY 2, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for June. This report is for private payrolls only (no government). The consensus is for 170,000 payroll jobs added in June, up from 152,000 in May. • At 8:30 AM, The initial weekly unemployment claims report will be released.
Wealth Management
JULY 2, 2024
The deal is the latest example of Focus Financial’s consolidation efforts and will bring Kovitz to more than $24 billion in client assets.
Million Dollar Round Table (MDRT)
JULY 2, 2024
By Bryce Sanders It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain a client or two plus several prospects. If you’d like to try it out, here are a few ideas to get you started and some places to speak that you — and other financial advisors — may not have thought of.
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
JULY 2, 2024
Megan Hausmann, senior director of advisory success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of next-gen investors.
Calculated Risk
JULY 2, 2024
Notes: This CoreLogic House Price Index report is for May. The recent Case-Shiller index release was for April. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual US Home Price Growth Dips Below 5% in May as Prices Cool Across More Markets • U.S. single-family home prices (including distressed sales) increased by 4.9% year over year in May 2024 compared with May 2023.
Wealth Management
JULY 2, 2024
Join George Tamer, Head of Advisory Sales at Apex Fintech Solutions, as he discusses how modern wealth management demands efficiency and digital sophistication.
Advisor Perspectives
JULY 2, 2024
The years-long parade of freedom-seeking advisors out of the wirehouses continues unabated. Meanwhile, consolidation of RIA firms, driven by private equity’s hot money, has similar momentum. Are these trends on a collision course?
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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
JULY 2, 2024
The new location will be opened by the end of this year, and will house Good Life Founder and CEO Conor Delaney.
Calculated Risk
JULY 2, 2024
Wards Auto released their estimate of light vehicle sales for May: Cyberattack Puts Dent in June U.S. Light-Vehicle Sales (pay site). An initial estimate indicates the cyberattack cost the industry 50,000 unit-sales in June and knocked 600,000 off the month’s seasonally adjusted annual rate, which totaled 15.3 million. The disruptions caused quarterly sales to decline year-over-year for the first time since Q3-2022, as deliveries totaled 4.075 million units, down 0.4% from April-June 2023.
Wealth Management
JULY 2, 2024
The U.S. has a major spending problem which neither political party seems willing to address.
Calculated Risk
JULY 2, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.1 million on the last business day of May , the U.S. Bureau of Labor Statistics reported today. Over the month, both the number of hires and total separations were little changed at 5.8 million and 5.4 million, respectively. Within separations, quits (3.5 million) and layoffs and discharges (1.7 million) changed little. emphasis added The following graph shows job openings (black line), hires (da
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
JULY 2, 2024
An extreme blow to market sentiment would be needed to derail the flow of cash into the soaring Big Tech names.
Advisor Perspectives
JULY 2, 2024
How safe is your IRA? Not from economic ups and downs, but from your own vulnerability to scammers? While financial scams are often perceived as targeting senior citizens, younger generations are equally susceptible.
Wealth Management
JULY 2, 2024
Dangers abound when wealth enterprises celebrate founders over advisors.
Advisor Perspectives
JULY 2, 2024
Unlocking your practice's full potential involves strategic planning and a comprehensive understanding of these critical factors. Whether you’re planning an exit or aiming for growth, these insights will help you maximize your practice's value.
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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
JULY 2, 2024
If hedge funds don’t acknowledge their capacity constraints, investors will eventually do it for them.
Advisor Perspectives
JULY 2, 2024
In this article, I will explore the key considerations for investment advisors when selling a minority interest in their firms to maximize the likelihood of success. I discuss how to choose the right investor, provide a blueprint for the process.
Wealth Management
JULY 2, 2024
Olivia Eisinger, GM of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.
Advisor Perspectives
JULY 2, 2024
Financial advisors can future-proof their businesses and maintain their relevance in an increasingly tech-driven world by combining human expertise with AI’s efficiency and analytical prowess.
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!
Truemind Capital
JULY 2, 2024
🔊 Play Audio The category of Equity MFs with the highest inflows in the last one year is NOT Small Cap Funds. The money flown into Sectoral/Thematic funds (INR 70,072 crores) topped the charts and is even higher than individual categories of large, mid & small cap put together! New Fund Offerings (NFOs) have contributed significantly to this trend.
Random Roger's Retirement Planning
JULY 2, 2024
In its latest post, Finomial may have poured cold water on factor investing. One way that factors are used is as sort of rearranging the S&P 500 to weight it differently or sampling a smaller chunk of the 500 that have some trait in common. The more common ones are momentum, quality, low volatility, even value and growth could be considered factors too.
Your Richest Life
JULY 2, 2024
Your Richest Life is ten! When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. There have been plenty of lessons learned along the way, but at its core, the mission of Your Richest Life has remained the same: to help my clients confidently take charge of their financial f
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