Wealth.com Scores $30M in Series A Funding
Wealth Management
SEPTEMBER 16, 2024
GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.
Mon.Sep 16, 2024
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Monday links: oil demand growth
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.?
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Moneytree Unveils New Version of Financial Planning Software
Wealth Management
SEPTEMBER 16, 2024
Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.
Adviser links: going back to work
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.
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Deal Roundup: $1B Utah Team Joins Raymond James From LPL
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.
Q2 Update: Delinquencies, Foreclosures and REO
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.
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7 Lessons Learned Launching A Sustainable Business Model To Serve (And Attract!) Profitable Millennials And Gen Z Clients
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).
Wealth Management Invest: Private Market Insights with Blackstone’s Joan Solotar
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.
Update: The Art of the Soft Landing
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).
Convergence Pitting Advisors Against Record Keepers at the Workplace
Wealth Management
SEPTEMBER 16, 2024
Who wins, loses or collaborates with convergence of advisors and retirement plans.
Book of Secrets on the Month-End Close
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Housing Sept 16th Weekly Update: Inventory up 1.4% Week-over-week, Up 37.4% Year-over-year
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.
Small RIAs: ‘We Can Use Size to Our Advantage’
Wealth Management
SEPTEMBER 16, 2024
Small RIAs discuss how they’re staying relevant and competitive, as the larger firms continue to consolidate.
Tuesday: Retail Sales, Industrial Production, Homebuilder Survey
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.
$1.8B Team Joins Wells Fargo FiNet from Morgan Stanley
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.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Part 2: Current State of the Housing Market; Overview for mid-September 2024
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.
Creating the Family Office Framework: Three Keys to RIA Success
Wealth Management
SEPTEMBER 16, 2024
Clients increasingly expect white-glove concierge services from their advisors.
RWM 11th Anniversary (Steel)
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.
Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds
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.
Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Who Needs Academic Finance Literature?
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.
Talk Your Book: Investing in Free Cash Flow
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.
Walmart Has Seized the Baton From Nvidia. What?
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.
Market Commentary: Stocks Rise Ahead of Big Fed Decision
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.
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Are Your Books Ready for Year-End?
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.
Pimco CEO Roman Says Investors Are Piling into Fixed Income
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.
Celebrating Grace Kvantas Achieving the CDFA® Certification to Enhance Divorce Financial Guidance
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.
The Revolt of the Public
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.
Fall In Love With the Month-End Close
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Everything about the Godfrey Phillips family feud
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.
The Case for Active Management of Hedged Equity
Advisor Perspectives
SEPTEMBER 16, 2024
What is interesting about the growth of hedged equity is that most of the assets are held in passively managed structures.
Quality and Low Volatility: The Factors That Get No Respect
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.
Weekly Market Insights: September 16th, 2024
Cornerstone Financial Advisory
SEPTEMBER 16, 2024
Weekly Market Insights | September 16th, 2024 Stocks Rally Ahead of Fed Meeting Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq Composite led, picking up 5.95 percent as tech stocks rebounded.
The Future Of Finance: How To Manage Spend The Right Way
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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