Abnormal Returns
MARCH 22, 2024
The biz Why every celebrity seemingly now has their own interview podcast. (theguardian.com) Should podcasters care about the potential demise of TikTok? (theverge.com) Podcasts are spreading to every nook and cranny of business. (cupofzhou.com) Economy Stephen Dubner, and guests, on what both parties get wrong about immigration. (freakonomics.com) Ezra Klein talks with demographer Jennifer D.
Nerd's Eye View
MARCH 22, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients. Which could serve as a warning to firms to heighten their supervision of their advisors' texting practices and whether they are being recorded properly (perhaps with the help of available archivi
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Abnormal Returns
MARCH 22, 2024
Commodities Tim McDonnell, "The electricity market isn’t boring anymore." (semafor.com) Steel stocks are having a moment. (allstarcharts.com) AI AI is coming for every company you own. (theirrelevantinvestor.com) How AI could help SaaS companies. (tomtunguz.com) Grocery Large grocery chains took advantage of their supply relationships during Covid shortages.
The Big Picture
MARCH 22, 2024
This week, we speak with Liz Ann Sonders , managing director and chief investment strategist at Charles Schwab & Co , with $8.5 trillion on its platforms. She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine’s Power 30. She has also been named to Barron’s 100 Most Influential Women in Finance.
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.
A Wealth of Common Sense
MARCH 22, 2024
When my wife and I began the initial search for our first home, I was against using a realtor. We knew where we wanted to buy. We talked to the bank ahead of time so we knew our budget. We could search for homes online. We were in a good negotiating position because we didn’t have a house to sell (this was back in 2007 when it was hard to sell a house).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Alpha Architect
MARCH 22, 2024
The benefits of diversification are well known. In fact, it’s been called the only free lunch in investing. Investors who seek to benefit from diversification of the sources of risk and return of their portfolios must accept that adding unique sources of risk means that their portfolio will inevitably experience what is called tracking error—a financial term used as a measure of the performance of a portfolio relative to the performance of a benchmark, such as the S&P 500.
Wealth Management
MARCH 22, 2024
Vikram Chugh, who heads up technology and operations for $4.6 billion AUM Robertson Stephens, said the firm has carefully selected each piece of its tech stack.
Advisor Perspectives
MARCH 22, 2024
The yield on the 10-year note ended March 22, 2024 at 4.22%, the 2-year note ended at 4.59%, and the 30-year at 4.39%.
Wealth Management
MARCH 22, 2024
Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.
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.
Calculated Risk
MARCH 22, 2024
From STR: U.S. hotel results for week ending 16 March U.S. hotel performance increased from the previous week but showed continued declines year over year , according to CoStar’s latest data through 16 March. 10-16 March 2024 (percentage change from comparable week in 2023): • Occupancy: 66.5% (-1.4%) • Average daily rate (ADR): US$163.21 (-2.1%) • Revenue per available room (RevPAR): US$108.51 (-3.5%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate usi
Wealth Management
MARCH 22, 2024
T3 President Joel Bruckenstein discusses the transformative impact of technology on wealth management.
Advisor Perspectives
MARCH 22, 2024
The central bank will look to cut interest rates three times by the end of 2024.
Wealth Management
MARCH 22, 2024
Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.
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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.
Random Roger's Retirement Planning
MARCH 22, 2024
Of course, the stock market is off to a very good start this year. I write all the time about managed futures as a diversifier and being able to live with the reality that managed futures will probably struggle when stocks are going up. The space languished for most of the 2010's. This year is kind of an anomaly so far. Stocks are up and so are a lot of the managed futures funds.
Wealth Management
MARCH 22, 2024
In 2024, client expectations have evolved with the rise of instant gratification fueled by technology.
Calculated Risk
MARCH 22, 2024
From ICE (formerly Black Knight): ICE First Look at Mortgage Performance: Delinquencies Improve and Foreclosures Drop as Prepayments Rise Modestly • T he national delinquency rate eased to 3.34% in February , down 4 basis points (bps) from the month before and 11 bps lower than in February 2023 • While the number of borrowers one payment behind rose modestly by 10K, those 60 days late as well as those 90 or more days past due both fell to their lowest levels in three months • Delinquency inflows
Wealth Management
MARCH 22, 2024
Pollock Salah Wealth Partners joins from First Republic, which was acquired by JPMorgan Chase last year in the wake of regional banking crisis.
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
Advisor Perspectives
MARCH 22, 2024
FINRA has released new data for margin debt, now available through February. The latest debt level rose for a fourth straight month to $742.96 billion, its highest level since May 2022. Margin debt is up 5.8% month-over-month (MoM) and up 19.0% year-over-year (YoY). However, after adjusting for inflation, debt level is up 5.2% MoM and up 15.4% YoY.
Wealth Management
MARCH 22, 2024
The Chicago-based RIA claims Lars Knudsen broke his non-compete agreement several weeks after he was let go for bringing a gun to work, among other allegations.
Advisor Perspectives
MARCH 22, 2024
The S&P 500 posted its biggest weekly gain of the year, finishing up 2.29% from last Friday. The index is currently up 10.36% year to date and has set a new record closing high 20 times so far this year.
Wealth Management
MARCH 22, 2024
Created by former Mariner and Focus dealmakers, Hue Partners is all about the human aspect of RIA M&A.
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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.
Calculated Risk
MARCH 22, 2024
From BofA: Since our update last week, 1Q GDP tracking is down two-tenths to 2.2% q/q saar. 4Q tracking remained at 3.5% q/q saar. [Mar 22nd estimate] emphasis added From Goldman: We boosted our Q1 GDP tracking estimate by 0.2pp to +1.9% (qoq ar). Our Q1 domestic final sales growth forecast now stands at +2.2% (qoq ar). [Mar 21st estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2024 is 2.1 percent o
Wealth Management
MARCH 22, 2024
Here is the thing about the oncoming AI revolution: it may be new, but in a way, it's the same old story.
Advisor Perspectives
MARCH 22, 2024
The Fed seems headed for a "higher for longer" interest rate policy. My guest and I will explore the implications of fiscal and monetary policy on the shape of the yield curve, personal balance sheets, pension plans, private credit, and opportunities for public companies. We will also discuss the implications for the upcoming election.
Wealth Management
MARCH 22, 2024
Dirk Pearson breaks down updates and features coming down the pike in 2024.
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
MARCH 22, 2024
Tesla Inc. has reduced production at its plant in China, according to people familiar with the matter, amid sluggish growth in electric-vehicle sales and intense competition in the world’s biggest auto market.
Wealth Management
MARCH 22, 2024
Hear directly from advisors why Advyzon's platform is transforming their practices.
Tobias Financial
MARCH 22, 2024
Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades.
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