Abnormal Returns
DECEMBER 19, 2023
Factors Timing returns factors is tempting, but difficult in practice. (alphaarchitect.com) The high quality anomaly shows up across asset classes. (advisorperspectives.com) A history of quant investing and the state of the factor zoo. (on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. (tdmgrowthpartners.com) Profit margins are high, debt refinancings are coming.
Nerd's Eye View
DECEMBER 19, 2023
Welcome everyone! Welcome to the 364th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ted Jenkin. Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. What's unique about Ted, though, is how his journey to facilitate financial advisor mergers and acquisitions started from selling his own $2.2-billion AUM advisory firm that he spent more
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The Big Picture
DECEMBER 19, 2023
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. This is not an official transcript. 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:07 [Barry Ritholtz] This week on the podcast I have an extra special guest.
A Wealth of Common Sense
DECEMBER 19, 2023
The Nasdaq 100 is up more than 50% this year. The tech-heavy index is on pace for its first half-century performance since 2009. The Magnificent 7 stocks are a big reason for this year’s massive gains but it also helps that the Nasdaq crashed last year, falling more than 32%. In fact, if you look at the total returns since the start of 2022, it’s only slightly positive: It’s also true that large gains.
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.
Alpha Architect
DECEMBER 19, 2023
Can machine-learning methods be used to predict the performance of active mutual funds, specifically in terms of alpha net of all costs? Answer: yes. Can Machine Learning help to select mutual funds with positive alpha? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 19, 2023
A new JPMorgan report recommends a 25% position in alternative investments. Propmodo looks at progress in Opportunity Zone investments over the past six years. These are among today’s must reads from around the commercial real estate industry.
Million Dollar Round Table (MDRT)
DECEMBER 19, 2023
By Antoinette Tuscano Reaching your goals, understanding your purpose as a financial advisor and amping up referral rates are covered in the most-viewed videos of 2023 on MDRT’s YouTube channel. These ideas came from MDRT Annual Meetings that spanned decades — from 1986 to 2022 — and from MDRT members worldwide. But no matter the decade, what remains the same is the spirit of generosity in which top financial advisors share some of their best ideas with their peers.
Wealth Management
DECEMBER 19, 2023
Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.
Random Roger's Retirement Planning
DECEMBER 19, 2023
A new fund popped up thanks to a blog post from Nomadic Samuel. He does interesting deep dive interviews with various ETF execs and investors/adivsors (including me!) with the latest being the Simplify US Equity PLUS QIS ETF (SPQ). QIS in the name stands for quantitative investment strategies and QIS is also the symbol for another fund from Simplify.
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
DECEMBER 19, 2023
This approach allows an advisor to focus on what matters most to each client, adding more value to their services and growing client relationships.
Calculated Risk
DECEMBER 19, 2023
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in November A brief excerpt: The National Association of Realtors (NAR) is scheduled to release November existing home sales tomorrow, Wednesday, December 20, 2023, at 10:00 AM ET. The consensus is for 3.78 million SAAR. Housing economist Tom Lawler expects the NAR to report sales of 3.87 million SAAR.
Wealth Management
DECEMBER 19, 2023
Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations
Calculated Risk
DECEMBER 19, 2023
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 10:00 AM, Existing Home Sales for November from the National Association of Realtors (NAR). The consensus is for 3.78 million SAAR, down from 3.79 million.
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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
DECEMBER 19, 2023
With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.
Calculated Risk
DECEMBER 19, 2023
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in November were at a seasonally adjusted annual rate of 1,560,000. This is 14.8 percent above the revised October estimate of 1,359,000 and is 9.3 percent above the November 2022 rate of 1,427,000. Single‐family housing starts in November were at a rate of 1,143,000; this is 18.0 percent above the revised October figure of 969,000.
Wealth Management
DECEMBER 19, 2023
Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.
Trade Brains
DECEMBER 19, 2023
PLI Scheme : The government rolls out various schemes aimed at developing the key sectors in the economy by encouraging companies to participate. These schemes help boost domestic manufacturing, cut down import bills, and reduce imports. The scheme that provides financial incentives to companies that develop new products and technologies is known as the Production Linked Incentive (PLI) scheme.
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
DECEMBER 19, 2023
Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.
Trade Brains
DECEMBER 19, 2023
How to trade nifty futures : Nifty Futures is a form of derivative whose value is based on the Nifty 50 index that represents the overall performance of the market. This futures contract increases and decreases in value with the rise and fall of the index, respectively. If the participants are bullish on the index, they can enter a buy position in the futures contracts and they can enter a sell position if they are bearish on the index.
Wealth Management
DECEMBER 19, 2023
One of the most influential figures in the financial services industry, Ric Edelman discusses the upcoming release of Bitcoin spot ETFs.
Advisor Perspectives
DECEMBER 19, 2023
Finding a cost-effective way to reward key people is challenging. Let’s look at two alternative executive benefit compensation strategies – an executive bonus and non-qualified deferred compensation.
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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
DECEMBER 19, 2023
Nearly $6 trillion is sitting in money-market funds held by investors who sought refuge from falling bond prices and this year’s turmoil at US banks.
Trade Brains
DECEMBER 19, 2023
Innova Captab IPO Review: After the outbreak of the pandemic, there has been an increased focus on pharmaceutical companies due to the surge in worldwide health issues. One such company in the industry that is coming out with its Initial Public Offering is Innova Captab Limited. The IPO will open for subscription on December 21, 2023 and close on December 26, 2023.
Wealth Management
DECEMBER 19, 2023
Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
Steve Sanduski
DECEMBER 19, 2023
Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It’s been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly — not just in how advisors use AI, but in how they’re improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need.
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!
Wealth Management
DECEMBER 19, 2023
Well-run companies serving consumers or other businesses must balance high tech and high touch.
Steve Sanduski
DECEMBER 19, 2023
Guest: Rian Hill, a sales rep for Left Bank Wine + Spirits in Wisconsin. In a Nutshell: Taylor Swift is Time Magazine’s 2023 Person of the Year , in no small part, because people are craving experiences right now. But the old quarterly chicken dinner with a not-so-soft sell on the side isn’t going to pack a party room with clients and prospects.
Wealth Management
DECEMBER 19, 2023
More than 50 new ETFs launched in November.
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