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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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.
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.
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.
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Wealth Management
SEPTEMBER 16, 2024
GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.
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
Called Alts Bridge, the platform will integrate with BNY’s existing wealth management and technology platforms for advisors and intermediaries.
Carson Wealth
SEPTEMBER 16, 2024
Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time since September and October 2019 we saw back-to-back months with a perfect week.
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
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.
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
Frank Devincentis, Craig Eyler and Molly Girard, a Chicago-based trio, are creating Verismo Financial to operate within the wirehouse’s independent channel.
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).
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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
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.
Calculated Risk
SEPTEMBER 16, 2024
Altos reports that active single-family inventory was up 1.4% week-over-week. Inventory is now up 44.5% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 13th, inventory was at 714 thousand (7-day average), compared to 704 thousand the prior week. The second graph shows the seasonal pattern for active single-family inventory since 2015.
Wealth Management
SEPTEMBER 16, 2024
Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.
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
Small RIAs discuss how they’re staying relevant and competitive, as the larger firms continue to consolidate.
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
Who wins, loses or collaborates with convergence of advisors and retirement plans.
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.
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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.
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.
Wealth Management
SEPTEMBER 16, 2024
Clients increasingly expect white-glove concierge services from their advisors.
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.
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.
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
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.
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.
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.
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