Abnormal Returns
SEPTEMBER 16, 2024
Podcasts Josh Brown and Michael Batnick talk advisor tech with fintech expert Jason Pereira. (youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. (standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. (investmentnews.com) A checklist if a client gets laid off near retirement age.
The Big Picture
SEPTEMBER 16, 2024
It’s hard to believe that it has been only 11 years since we launched RWM… I am in Huntington Beach, California at at FutureProof 2024 — I’ll get some photos up later this week — but I don’t have time to get lost in any nostalgia If you are interested in our history , check out any of the links below — or my or Josh ‘s announcements when we launched.
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Abnormal Returns
SEPTEMBER 16, 2024
Apple How the new AirPods 4 with Active Noise Cancellation work. (theverge.com) The FDA approved sleep apnea detection on the new Apple Watch. (cnbc.com) Apple has launched a standlone password app. (wired.com) Most hearing loss goes untreated. Apple Air Pod Pro 2s could change that. (wsj.com) Finance Can election prediction markets become a big thing in the U.S.?
Nerd's Eye View
SEPTEMBER 16, 2024
The business model of many financial advisory firms revolves around serving clients who are able to pay a certain minimum in annual advisory fees, which reflects not only the value that the advisor can provide for the client, but also the amount that the advisor must charge in order to provide the level of deep planning and investment management that higher-net-worth clients expect (while also earning enough profit to make the venture worthwhile).
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
Wealth Management
SEPTEMBER 16, 2024
The move into Raymond James’ independent advisor channel is one of several across the industry Monday, including an advisor with $600 million going to J.P. Morgan Wealth Management.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 16, 2024
Blackstone's global head of private wealth solutions discusses how private markets are becoming easier to invest in for a broader range of individuals.
XY Planning Network
SEPTEMBER 16, 2024
Keeping up with bookkeeping is mandatory for tax & regulatory compliance, informed decision-making, and accurate financial tracking. Your business could be audited at any point in the year, and having up-to-date books is essential to passing that audit. And remember, the earlier, the better to avoid the last-minute frenzy.
Wealth Management
SEPTEMBER 16, 2024
Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.
Calculated Risk
SEPTEMBER 16, 2024
Today, in the Calculated Risk Real Estate Newsletter: Q2 Update: Delinquencies, Foreclosures and REO A brief excerpt: We will NOT see a surge in foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes.
Speaker: Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
Wealth Management
SEPTEMBER 16, 2024
GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.
Calculated Risk
SEPTEMBER 16, 2024
Back in June, I wrote: The Art of the Soft Landing A few excerpts and an updated graph. The "Art of the Soft Landing" requires that the Fed reduce rates quick enough to keep economic growth positive, and slow enough not to reignite inflation. My view is a soft landing is achieved if growth stays positive, inflation returns to target, and the yield curve flattens or reverts to normal (long yields higher than short yields).
Wealth Management
SEPTEMBER 16, 2024
Small RIAs discuss how they’re staying relevant and competitive, as the larger firms continue to consolidate.
Advisor Perspectives
SEPTEMBER 16, 2024
The money manager who hasn’t cracked open the Journal of Finance, Journal of Financial Economics, Journal of Portfolio Management, or Financial Analysts Journal for the past few years probably hasn’t lost any steps.
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
SEPTEMBER 16, 2024
Who wins, loses or collaborates with convergence of advisors and retirement plans.
Calculated Risk
SEPTEMBER 16, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Inch Lower to Begin Potentially Wild Week The new week began on a relatively quiet note in terms of mortgage rate movement and the underlying bond market. Traders have quickly shifted back to expecting slightly better odds of a 0.50% rate cut versus the minimum 0.25%. That's not even the important part of the announcement, however.
Wealth Management
SEPTEMBER 16, 2024
The updated framework introduces a new method that Morningstar says is more precise in assessing how much alpha a managed investment can add. Nearly one-fifth of the 200,000 funds the firm rates will be affected, mostly as downgrades.
Calculated Risk
SEPTEMBER 16, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-September 2024 A brief excerpt: On Friday, in Part 1: Current State of the Housing Market; Overview for mid-September 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Wealth Management
SEPTEMBER 16, 2024
Called Alts Bridge, the platform will integrate with BNY’s existing wealth management and technology platforms for advisors and intermediaries.
Advisor Perspectives
SEPTEMBER 16, 2024
Consumer staples are one of the sleepiest sectors of the US stock market. Investors buy them for their low volatility and generous dividends, not exhilarating upside potential. But lately, toothpaste, bleach and certain big-box food retailers seem to be acting like the new semiconductors.
Wealth Management
SEPTEMBER 16, 2024
Frank Devincentis, Craig Eyler and Molly Girard, a Chicago-based trio, are creating Verismo Financial to operate within the wirehouse’s independent channel.
Advisor Perspectives
SEPTEMBER 16, 2024
Investors are adding to their fixed income exposure as imminent interest rate cuts create opportunities, according to Emmanuel Roman, chief executive officer of Pacific Investment Management Co.
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Wealth Management
SEPTEMBER 16, 2024
Clients increasingly expect white-glove concierge services from their advisors.
Advisor Perspectives
SEPTEMBER 16, 2024
In my cycles book I’m reviewing the forecasts of Neil Howe, Peter Turchin, George Friedman, and Ray Dalio. For different historical reasons and patterns, all see a crisis culminating at the end of this decade. Some readers have legitimately pushed back, saying no one knows the future. As fund disclosures always say, past performance is not indicative of future results.
Financial Symmetry
SEPTEMBER 16, 2024
We are excited to announce that Grace Kvantas has recently achieved the Certified Divorce Financial Analyst (CDFA®) certification. This accomplishment underscores Grace’s unwavering commitment to providing exceptional financial support and clarity to individuals navigating the complexities of life, including divorce. … Continued The post Celebrating Grace Kvantas Achieving the CDFA® Certification to Enhance Divorce Financial Guidance appeared first on Financial Symmetry, Inc.
A Wealth of Common Sense
SEPTEMBER 16, 2024
Today’s Talk Your Book is sponsored by Victory Capital: On today’s show, we spoke with Michael Mack of Victory Capital to discuss their small cap and large cap free cash flow strategies. On today’s show, we discuss: How to define free cash flow The difference between cash flow and net income How the free cash flow screen removes companies from the portfolio The valuation of free cash flow strategies The.
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
SEPTEMBER 16, 2024
Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.
Trade Brains
SEPTEMBER 16, 2024
Once tobacco was used to stop bleeding and to treat wounds. It was used as currency by Native Americans and even paying taxes. They were used to link to the religion. After a certain time, it was not considered to be used as Medicine. Over time it was looked at as a sin and was affecting health leading to cancer. In the world, many governments imposed taxes and they have even banned to consumption of tobacco.
Validea
SEPTEMBER 16, 2024
In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work, their academic foundations, and their practical applications in portfolio construction. We discuss the definitions of quality and low volatility, examining how they’re measured and why they can be valuable additions to investment strategies.
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