Abnormal Returns

OCTOBER 16, 2024

Podcasts Peter Lazaroff talks with Josh Brown, author of "You Weren’t Supposed to See That: Secrets Every Investors Should Know." (peterlazaroff.com) Justin Carbonneau and Matt Zeigler talk with Ben Carlson about major investing mistakes. (youtube.com) Dan Haylett talks with Bill Bengen about safe withdrawal rates. (humansvsretirement.com) Jim Dahle talks with Andrew Tobias author of "The Only Investment Guide You'll Ever Need.

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Transportation Insurance Retirement Taxes 169

The Big Picture

OCTOBER 16, 2024

At The Money: Our Complicated Relationship With Cash with Dr. Daniel Crosby (October 16, 2024) How can we improve our relationship with money and earning, investing and spending? Full transcript below. ~~~ About this week’s guest: Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, where he helps financial advisors apply behavioral science in their practice.

Financial Planning 157

Financial Planning Numbers Media Financial Advisor 157

Calculated Risk

OCTOBER 16, 2024

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 17.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending October 11, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 17.0 percent on a seasonally adjusted basis from one week earlier.

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Government Marketing Marketing 122

Wealth Management

OCTOBER 16, 2024

The sale of U.S. Sen. Dianne Feinstein's jewerly, art and more was administered in accordance with her complex trust.

Sales 116

Sales 116

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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.

Planning

Calculated Risk

OCTOBER 16, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Retail sales for September will be released. The consensus is for a 0.2% increase in retail sales. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 265 thousand initial claims, up from 258 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for October.

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Retail Sales Manufacturing Numbers 59

Calculated Risk

OCTOBER 16, 2024

The following graph shows real GDP quarterly (blue, annualized), and the year-over-year change in GDP (red). Click on graph for larger image. The pandemic slump and subsequent economic recovery are cutoff and marked.

Economics 59

Economics 59

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 90

Financial Advising Financial Services 90

Advisor Perspectives

OCTOBER 16, 2024

Machine learning is ubiquitous in financial markets, and we tend to associate it with the sexy parts of hedge fund investing: what to buy, what to sell and how to pick a bottom or a top.

Financial Market 59

Financial Market Investing Investments Marketing 59

Wealth Management

OCTOBER 16, 2024

The principles of life insurance policies aren’t that complicated.

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Insurance 111

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and 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

Sales

Trade Brains

OCTOBER 16, 2024

AI translation tools are transforming global communication. They allow businesses and individuals to bridge language barriers with ease. By leveraging machine learning and large language models, these tools quickly translate text while maintaining context and meaning. This helps users communicate clearly in different languages, opening up opportunities for global collaboration and commerce.

Communication 59

Communication Marketing Marketing Sales 59

Wealth Management

OCTOBER 16, 2024

Open, honest and candid discussion about another data breach, the Supreme Court hearing an ERISA case, alts in DC plans, the evolution of target date funds and more.

Planning 70

Planning 70

A Wealth of Common Sense

OCTOBER 16, 2024

Today’s Animal Spirits is brought to you by Nasdaq and Fabric: See here for more information on the largest U.S. equities exchange by market share Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: US Consumer Spending Is Increasingly Driven by Richer Households This is a great economy.

Insurance 56

Insurance Economy Marketing Marketing 56

Wealth Management

OCTOBER 16, 2024

As artificial intelligence becomes more powerful, it will enable charities to focus their efforts on more long-term problems.

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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

Accounting

Advisor Perspectives

OCTOBER 16, 2024

A rally in Bitcoin paused as traders evaluated whether an improving regulatory outlook in the US and rising exchange-traded fund inflows will be sufficient to spur further gains.

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Wealth Management

OCTOBER 16, 2024

Jennifer Richardson, who started working as a consultant for the Forge Community almost a decade ago before becoming its head in 2022, is now a freelance coach for business executives and family offices, according to her LinkedIn profile.

Consulting 62

Consulting 62

Advisor Perspectives

OCTOBER 16, 2024

Toyota Motor Corp.’s research unit and Hyundai Motor Co.’s Boston Dynamics are joining forces to speed up development of humanoid robots with artificial intelligence.

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Wealth Management

OCTOBER 16, 2024

Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.

Marketing 74

Marketing Marketing Assets Investing 74

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

Numbers

Advisor Perspectives

OCTOBER 16, 2024

Even if he does oversee a soft landing for the US economy, Fed Chair Jerome Powell will not deserve a place in the annals of history as the greatest central banker of all time.

Economy 52

Economy 52

Wealth Management

OCTOBER 16, 2024

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

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Trade Brains

OCTOBER 16, 2024

The once-mighty tech sector, a cornerstone of the US economy and a global powerhouse, faces unprecedented challenges. Mass layoffs and a dramatic shift towards AI have reshaped the industry landscape. This transformation began in 2022 and continues to send shockwaves through the job market in 2024. The Great Tech Exodus Since 2022, the tech industry has witnessed a staggering wave of job cuts.

Engineering 52

Engineering Economics Government Marketing 52

Wealth Management

OCTOBER 16, 2024

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.

Wealth Management 67

Wealth Management Management Assets 67

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Trade Brains

OCTOBER 16, 2024

Tech giant Google faces a potential breakup as U.S. regulators intensify their scrutiny of the company’s market dominance. The Department of Justice (DOJ) is weighing drastic measures to curb Google’s alleged monopolistic practices in the online search industry. Google, a household name synonymous with internet searches, has long dominated the digital landscape.

Engineering 52

Engineering Advertising Marketing Marketing 52

Wealth Management

OCTOBER 16, 2024

The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.

Wealth Management 62

Wealth Management Management 62

Trade Brains

OCTOBER 16, 2024

Tesla, the renowned electric vehicle manufacturer, recently hosted its “We, Robot” event on October 10, 2024. The company showcased its latest robotic technologies, including the humanoid robot Optimus and the self-driving Cybercab. Optimus: The Remote-Controlled Bartender Optimus, Tesla’s humanoid robot, took centre stage at the event’s afterparty.

Transportation 52

Transportation Valuation Manufacturing Marketing 52

Wealth Management

OCTOBER 16, 2024

Morgan Stanley's wealth segment posted record net revenues in the third quarter, according to the firm's quarterly earnings.

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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!

Management

Trade Brains

OCTOBER 16, 2024

Waaree Energies Limited is coming up with an IPO size of Rs. 4,321.44 crore. The company is going for fresh issues of Rs. 3,600 crore and an offer for sale of Rs. 721.44 crore, which will open on 21st October 2024. The issue will close on 23rd October 2024 and be listed on the stock exchange on 28th October 2024. In this article, we will explore the Waaree Energies Limited IPO Review and analyze its strengths and weaknesses.

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Manufacturing Government Sales Planning 52

Random Roger's Retirement Planning

OCTOBER 16, 2024

Some interesting, quick ETF stuff today. Below is a chart of the Tradr 2x Long SPY Weekly ETF (SPYB) compared to the S&P 500 and the ProShares Ultra S&P 500 ETF (SSO). Where market cap weighted 2x S&P 500 funds are concerned, they tend to be close more often than not. One month is not enough time to draw a conclusion about SPYB but it better then coming out of the blocks and failing right away.

Portfolio 52

Portfolio Risk Management Taxes Numbers 52

Tobias Financial

OCTOBER 16, 2024

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums. The Medicare industry is facing major disruptions ahead of the 2025 open enrollment, with insurers cutting benefits, raising premiums, and exiting certain markets.

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Healthcare Wealth Advisor CFP Budgeting 52