Abnormal Returns

JANUARY 23, 2024

Research How to model private credit returns, per AQR. (institutionalinvestor.com) Another example showing the impact of screening out negative momentum stocks with lottery-like characteristics. (alphaarchitect.com) How to build a better low vol strategy. (blogs.cfainstitute.org) How smartphones have affected the transmission of investor sentiment. (papers.ssrn.com) Bloomberg has built an AI tool to summarize earnings calls.

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Assets Marketing Marketing 294

Nerd's Eye View

JANUARY 23, 2024

Welcome back to the 369th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michelle Ogden. Michelle is the founder of Ogden Wealth, an RIA based in Maitland, Florida, that oversees $50M in assets under management for almost 120 client households. What's unique about Michelle, though, is that after seeing the challenges that come with too-fast growth in her husband's business, she decided to be very slow and methodical in her own growth and limit her need to rely

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Abnormal Returns

JANUARY 23, 2024

All-time highs What you need to know about all-time highs. (carsongroup.com) What happens after the stock market reaches a new all-time high. (awealthofcommonsense.com) Finance Some signs that the IPO window is opening. (axios.com) The FMX Futures Exchange is going to take on the CME ($CME) in interest rate futures. (wsj.com) Companies What is Tesla ($TSLA) worth without Elon Musk?

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Financial Advising Media Numbers Management 146

Wealth Management

JANUARY 23, 2024

Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.

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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.

Accounting

A Wealth of Common Sense

JANUARY 23, 2024

Thomas Edison was once called, “the world’s greatest investor and the world’s worst businessman.” A magazine editor dubbed Edison “the most difficult husband in America.” No one has it all, I guess. Edison helped push forward the light bulb, phonograph and motion picture camera. By most accounts, he was also a complex person who put his work above everything else in his life.

Accounting 102

Accounting 102

Calculated Risk

JANUARY 23, 2024

Today, in the CalculatedRisk Real Estate Newsletter: 1.54 million Total Housing Completions in 2023 including Manufactured Homes; Most Since 2007 Excerpt: Although total housing starts decreased 9.0% in 2023 compared to 2022, completions increased year-over-year. Construction delays impacted completions in 2023, and that left a near record number of housing units under construction.

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Manufacturing Numbers 94

Wealth Management

JANUARY 23, 2024

Anthony Stich departs Entrustody after a little more than a year with the digital custodian. He's currently exploring his options for a next move.

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Advisor Perspectives

JANUARY 23, 2024

The value of China’s stock market has never been this far behind that of the US, as the losses continue to pile up in a seemingly relentless equity rout.

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Marketing Marketing 97

Wealth Management

JANUARY 23, 2024

Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.

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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.

Accounting

Million Dollar Round Table (MDRT)

JANUARY 23, 2024

By Mike Beirne, Round the Table editor When you trained to be a financial advisor, you learned how to find and solicit prospects, discover their gaps of need and close the sale. But your regimen probably did not include even a lecture about field underwriting. “No one ever taught us about underwriting. It was all trial and error,” said Julian H. Good Jr., CLU, ChFC , a 40-year MDRT member and MDRT Past President from New Orleans, Louisiana, USA.

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Wealth Management

JANUARY 23, 2024

Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs. Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor 110

The Irrelevant Investor

JANUARY 23, 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.

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Economy Marketing Marketing 68

Wealth Management

JANUARY 23, 2024

Some private equity investment managers are choosing to roll over select assets into new funds, giving LPs the option to renew as well.

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Assets Management Investing Investments 121

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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.

Accounting

Trade Brains

JANUARY 23, 2024

Servotech Power Systems : India is undergoing a rapid transformation in its electric vehicle (EV) charging infrastructure, propelled by the incentivization policies of FAME-II. This scheme actively supports the establishment of EV charging stations, with the government allocating Rs 800 crore to assist oil marketing companies in developing this crucial infrastructure.

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Medical Manufacturing Government Portfolio 69

Wealth Management

JANUARY 23, 2024

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

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Communication Clients Investing Investments 115

Trade Brains

JANUARY 23, 2024

Money Flow Index : In the fast-paced world of financial markets, understanding and utilizing reliable indicators is key to making informed trading decisions. Among all technical tools available, the money flow index is a volume-based oscillator, that offers valuable insights into market trends and potential reversals. In this article, we shall explore the Money Flow Index indicator with its meaning, calculation, and trading strategies with examples.

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Accounting Marketing Marketing Financial Market 59

Wealth Management

JANUARY 23, 2024

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

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Assets 102

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

Numbers

Advisor Perspectives

JANUARY 23, 2024

Fifth district manufacturing activity remained sluggish in January, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -15 this month from -11 in December, marking its 3rd consecutive negative reading. This month's reading was worse than the forecasted reading of -7.

Manufacturing 59

Manufacturing Banking 59

Wealth Management

JANUARY 23, 2024

Balanced portfolio construction will likely prove fruitful in 2024.

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Portfolio 115

Advisor Perspectives

JANUARY 23, 2024

It’s a seller’s market for infrastructure asset managers. Conventional and alternative investment firms are falling over themselves to expand in this lucrative area, and M&A is the easiest way for them to leapfrog the competition.

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Assets Management Investing Investments 59

Diamond Consultants

JANUARY 23, 2024

5 reasons why advisors are forgoing what was designed to be a no-brainer deal In recent years, the four wirehouses (and many regional and boutique firms, as well) have rolled out enhanced “retire-in-place” or “sunset” programs for their advisors, such as Merrill’s CTP, UBS’s ALFA, and Morgan Stanley’s FAP. The details vary, but the concept is simple: Advisors can monetize their life’s work without transitioning their book, and the firm gets to retain assets it might have otherwise lost to attrit

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Retirement Recruitment Clients Economics 59

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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.

Planning

Advisor Perspectives

JANUARY 23, 2024

RIA merger and acquisition activity has slowed this year. Activity in Q4 accelerated but it may not be enough to eclipse the annual total of 264 in 2022. I’ll get into the details as well as what’s beneath the numbers with David DeVoe in this podcast. I have had the privilege of interviewing David every year around this time, and this is the fourth in that series.

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Numbers 59

Calculated Risk

JANUARY 23, 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. • During the day: The AIA's Architecture Billings Index for December (a leading indicator for commercial real estate).

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Advisor Perspectives

JANUARY 23, 2024

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.

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Retirement 59

Calculated Risk

JANUARY 23, 2024

Yesterday, Chris Bruen, Senior Director of Research at NMHC and Kim Betancourt, CRE, Vice President, Multifamily Economics and Strategic Research at Fannie Mae presented the State of the Multi-Family Market (see video recording of presentation). Here are a couple of slides from the presentation by Betancourt: The first graph shows quarterly rents and the vacancy rate over time.

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Economics Marketing Marketing 57

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!

Management

Advisor Perspectives

JANUARY 23, 2024

Here are five takeaways for advisors that will make your website truly great.

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Investing Caffeine

JANUARY 23, 2024

Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. We will delve into a comprehensive market update. Register now!

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Marketing Marketing Asset Allocation Accounting 52

Advisor Perspectives

JANUARY 23, 2024

Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.

Marketing 52

Marketing Marketing 52