Wealth Management
JULY 19, 2024
The outage began early Friday morning with a software update from the cybersecurity provider Crowdstrike as the likely culprit. Schwab posted on its website a message warning users of potential issues.
Calculated Risk
JULY 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in June A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 3.93 million in June , down 4.4% from May’s preliminary pace and down 4.4% from last June’s seasonally adjusted pac
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Wealth Management
JULY 19, 2024
Dynasty Investment Bank advised Abacus, which launched a wealth management division last year, on the deal with Carlisle Management.
Abnormal Returns
JULY 19, 2024
Markets How climate change could strand trillions in investments. (bloomberg.com) Why the stock-bond correlation matters. (mrzepczynski.blogspot.com) Companies Crowdstrike ($CRWD) has some explaining to do as the world's computers go down. (theverge.com) Google ($GOOGL) just keeps getting worse. (om.co) Have we already passed peak AI hype? (bigtechnology.com) Media Netflix ($NFLX) is unique in its ability to turn old shows into hits.
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
Wealth Management
JULY 19, 2024
Alleged LPL customer Daniel Peters is seeking a class action suit, accusing the firm of pocketing most of the interest generated in cash sweep accounts.
Abnormal Returns
JULY 19, 2024
Listening Podcasting app Overcast just turned 10 years old. (sixcolors.com) Matt Reustle and Dom Cooke talk podcast monetization with Matthew Sherry who is the Co-Founder and CEO of Platform Media. (joincolossus.com) Startups Logan Bartlett talks with Eric Glyman, CEO of Ramp. (theloganbartlettshow.simplecast.com) Jim O'Shaughnessy talks the metaverse and more with Matthew Ball, CEO of Epyllion.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 19, 2024
The advance estimate of 2nd quarter GDP will be released next week. From BofA: Our 2Q GDP tracking estimate is up two-tenths to 2.4% q/q saar since our last publication, largely due to higher-than-expected industrial production (IP) and housing starts and permits [July 18th estimate] emphasis added From Goldman: We boosted our Q2 GDP tracking estimate by 0.3pp to +2.6% (qoq ar) and our Q2 domestic final sales forecast by 0.1pp to 2.2%.
A Wealth of Common Sense
JULY 19, 2024
The Fed will likely begin cutting interest rates in the months ahead, for good reason. Last week felt like a victory against high inflation: We’ve now had no price increases on the overall inflation rate for two months.1 Some pundits still aren’t so sure it’s time to take a victory lap just yet. What about the 1970s? There was a spike in inflation at the outset of the decade, it fell, then re-accelerate.
Calculated Risk
JULY 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: California Home Sales Down 3% SA YoY in June; 4th Look at Local Housing Markets in June A brief excerpt: The National Association of Realtors (NAR) is scheduled to release June Existing Home Sales on Tuesday July 23rd at 10 AM ET. The early consensus is for 4.00 million SAAR, down from 4.11 million in May, and down from 4.11 million in June 2023.
Alpha Architect
JULY 19, 2024
The amortization of volatility should be of concern for private capital asset classes. In order to properly budget for beta risks, it is critical that investors in private assets understand the amount of systemic (beta) risk that will “wash” into their private portfolios. The Impact of Amortizing Volatility across Private Investments was originally published at Alpha Architect.
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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.
NAIFA Advisor Today
JULY 19, 2024
Join us for a deep dive webinar on Wednesday, August 7th, 2024, from 12:00 pm to 1:00 pm Eastern. Two Humana experts, with nearly 45 years of combined experience, will delve into the benefits and opportunities of Medicare Supplement products.
Advisor Perspectives
JULY 19, 2024
The S&P 500 fell 2.0% this week, its largest weekly drop since April. The index is currently up 16.07% year to date and has recorded a new all-time high 38 times this year.
Wealthfront
JULY 19, 2024
Meir Statman, PhD is an author and a leading scholar on behavioral finance, as well as an advisor to Wealthfront’s investment team. In his new book, A Wealth of Well-Being: A Holistic Approach to Behavioral Finance, he explores the relationship between life well-being and financial well-being. In this interview with Dr. Statman, we discuss his […] The post Financial vs.
Advisor Perspectives
JULY 19, 2024
The yield on the 10-year note ended July 19, 2024 at 4.25%, the 2-year note ended at 4.49%, and the 30-year at 4.45%.
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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?
Truemind Capital
JULY 19, 2024
Equity Market Insights: The equity markets kind of ensure that there is never a dull quarter! From April to June 2024, the Indian equity market was highly volatile, mainly due to the Lok Sabha election results and ensuing political developments. On June 4, the election results showed that the ruling BJP did not achieve a majority on its own, although it remained the largest party in a coalition government.
Advisor Perspectives
JULY 19, 2024
Rachel Reeves is going to need some money. The UK’s new Chancellor of the Exchequer has inherited, she says, one of the worst sets of circumstances since World War II.
Advisor Perspectives
JULY 19, 2024
As Microsoft, Meta Platforms, chipmakers, and others prepare to report earnings, the AI-driven cloud and chip industries may continue to dominate the technology storyline.
Advisor Perspectives
JULY 19, 2024
For more than two years, inflation has eclipsed everything else at the Federal Reserve. In a shift eagerly awaited by global markets, that’s poised to change.
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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.
Advisor Perspectives
JULY 19, 2024
Legions of bankers from Hong Kong and London to Dubai and South Africa were caught up in the global IT outage, leaving some unable to log on to computer systems and hobbling others from making trades.
Advisor Perspectives
JULY 19, 2024
There’s a new-found religion in the US airline industry, and investors should be thrilled. It’s called discipline.
Advisor Perspectives
JULY 19, 2024
Copper headed for its worst weekly loss since 2022 and iron ore extended a slump toward $100 a ton as a policy meeting in China failed to lay out more stimulus to shore up metals demand.
Advisor Perspectives
JULY 19, 2024
When it comes to assembling a well-rounded investment portfolio, the makeup and placement of U.S. equity allocations are key considerations. Tony DeSpirito, Global CIO of BlackRock Fundamental Equities, challenges conventional thinking to suggest that alpha-seeking strategies in U.S. large-cap stocks are deserving of a core position in portfolios.
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.
Advisor Perspectives
JULY 19, 2024
US investors often stick to US markets. But that could be a costly mistake—especially today.
Advisor Perspectives
JULY 19, 2024
In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
Advisor Perspectives
JULY 19, 2024
Portfolio Manager Daniel Siluk believes subsiding inflation and declining interest rates underpin a compelling argument for investors to reallocate funds away from money market strategies toward shorter-dated bonds.
Advisor Perspectives
JULY 19, 2024
Investors could be shifting to safer debt, which could outperform once the Federal Reserve starts cutting interest rates.
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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.
Advisor Perspectives
JULY 19, 2024
Some previously high-flying chip stocks have retreated much more than 5% since the start of the third quarter.
Advisor Perspectives
JULY 19, 2024
Welcome to the second installment of our new blog series, “Navigating Earnings Season,” where I examine the world of earnings reports from major companies — giants like JP Morgan and Pepsi, as well as niche players in various sectors.
Advisor Perspectives
JULY 19, 2024
As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doubled in length. But a recent resurgence in manufacturing may be taking us back to the future.
Advisor Perspectives
JULY 19, 2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
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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