Abnormal Returns

SEPTEMBER 20, 2024

Listening How the Acquired podcast became a huge success with tech types. (esquire.com) Tim Ferriss is changing things up for his podcast. (tim.blog) Companies Tyler Cowen talks with Tobi Lütke who is the CEO and co-founder of Shopify ($SHOP). (conversationswithtyler.com) Patrick O'Shaughnessy talks with Ric Elias who is the CEO and co-founder of Red Ventures (joincolossus.com) Logan Bartlett talks with Will Gaybrick, President of Stripe.

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Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets declined slightly in 2023 (perhaps due to many firms seeing their AUM hit the $100 million mark amidst strong market performance and organic grow

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Abnormal Returns

SEPTEMBER 20, 2024

Finance Investors are no longer enamored with Renaissance Technologies' public investment vehicles. (ft.com) Are rate cuts going to help boost startup exits? (tomtunguz.com) You can't spell private equity without dividend recap. (ft.com) Big Tech Three Mile Island is restarting to help power data centers. (wsj.com) What is really behind Amazon's ($AMZN) RTO policy?

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The Big Picture

SEPTEMBER 20, 2024

 This week, we speak with Victor Khosla, Founder and CIO of Strategic Value Partners. Before establishing SVP in 2001, Victor served as President of Cerberus Capital. In the 1990s, he built and managed the distressed credit desk at both Citi and Merrill Lynch, establishing two of the top proprietary trading businesses. SVP has grown 5x in size over the past 10 years, now manages over $18B in AUM with 200 employees.

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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

Calculated Risk

SEPTEMBER 20, 2024

From STR: U.S. hotel results for week ending 14 September The U.S. hotel industry reported mostly negative year-over-year comparisons, according to CoStar’s latest data through 14 September. 8-14 September 2024 (percentage change from comparable week in 2023): • Occupancy: 66.6% (-1.7%) • Average daily rate (ADR): US$162.05 (+0.2%) • Revenue per available room (RevPAR): US$107.86 (-1.4%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-wee

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A Wealth of Common Sense

SEPTEMBER 20, 2024

“What do you want to do?” “I want to work in a cool job with cool people.” “OK…doing what exactly?” “um…well…I mean…” This was a conversation that occurred in my senior year of college with the guidance counselor. I knew I wanted to work in finance in some capacity because I liked numbers, but beyond that, I had no plan.

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Wealth Management

SEPTEMBER 20, 2024

Ongoing efforts to consolidate and integrate tech at Envestnet continue; d1g1t adds billing and Vise new hire and new advisors.

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Calculated Risk

SEPTEMBER 20, 2024

From Goldman: We left our Q3 GDP tracking estimate unchanged at +3.0% (quarter-over-quarter annualized) and our domestic final sales forecast unchanged at +2.9%. emphasis added [Sept 19th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 2.9 percent on September 18, down from 3.0 percent on September 17.

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Wealth Management

SEPTEMBER 20, 2024

A Massachusetts State Court judge said the harm to Glenn Frank’s career could be “particularly egregious” if the covenants were enforced.

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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

Advisor Perspectives

SEPTEMBER 20, 2024

FINRA has released new data for margin debt, now available through August. The latest debt level is at $797.162 billion, down from the high levels seen last month. Margin debt is down 1.7% month-over-month (MoM) and up 15.7% year-over-year (YoY). However, after adjusting for inflation, debt level is down 1.8% MoM and up 12.8% YoY.

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Wealth Management

SEPTEMBER 20, 2024

The independent broker/dealer has expanded its partnership with Vestwell to launch a new pooled employer plan.

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Alpha Architect

SEPTEMBER 20, 2024

Knowing what economic regime we might be in won’t provide you with the crystal ball allowing you to foresee what geopolitical events will drive markets, whether “black swans” will appear, or identify whatever unexpected events or government policy actions will drive markets. Data-driven Approach to Clustering Similar Macroeconomic Regimes was originally published at Alpha Architect.

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Government Economics Marketing Marketing 56

Wealth Management

SEPTEMBER 20, 2024

A Massachusetts State Court judge said the harm to Glenn Frank’s career could be “particularly egregious” if the covenants were enforced.

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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

Carson Wealth

SEPTEMBER 20, 2024

The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors and borrowers alike. Highlights include: We’ve had our first Fed rate cut since 2020 This rate cut was bigger than usual, cutting.5% This is likely to be seen as a normalization cut, meaning it’s probab

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NAIFA Advisor Today

SEPTEMBER 20, 2024

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 10, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

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Validea

SEPTEMBER 20, 2024

Small-cap stocks have underperformed for a long time now. But their fundamentals have not. That has led to many more bargains in the small-cap space than in the big names we hear about every day. Validea’s guru system uses 22 quantitative strategies based on historically successful investors like Warren Buffett and Peter Lynch and academic research to uncover fundamentally sound stocks.

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Advisor Perspectives

SEPTEMBER 20, 2024

An action-packed week on Wall Street ends with a bang as index-tracking funds are set to reshuffle $250 billion of shares, just as a “triple witching” trading event hits.

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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.

Validea

SEPTEMBER 20, 2024

Free cash flow yield can be an underutilized metric for value investors. Ratios like the PE ratio and price/book can be more popular among investors, but both have significant drawbacks, especially in a world driven by companies with high intangible assets. Free cash flow yield can help address these problems and was able to more accurately value many of the big tech companies when the other metrics painted a less accurate picture.

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Advisor Perspectives

SEPTEMBER 20, 2024

The owner of the shuttered Three Mile Island nuclear plant in Pennsylvania will invest $1.6 billion to revive it, agreeing to sell all the output to Microsoft Corp. as the tech titan seeks carbon-free electricity for data centers to power the artificial intelligence boom.

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Investing Investments 52

Truemind Capital

SEPTEMBER 20, 2024

The Secret to Long-Term Investment Success: Focusing on Risk, Not Just Returns When building an investment portfolio, many focus solely on maximizing returns. But here’s the truth: risk is more important than returns in achieving long-term success. Why? Because risk is something you can control, while returns are unpredictable. Unfortunately, many investors tend to chase high returns in a bull market and panic about risk in a bear market.

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Advisor Perspectives

SEPTEMBER 20, 2024

The rise of artificial intelligence has reordered the American stock market, pushing the likes of Nvidia Corp. and other chipmakers into the upper echelons. There’s one storied corner, though, where the changes wrought by AI haven’t shown up: the Dow Jones Industrial Average.

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Marketing Marketing 52

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Trade Brains

SEPTEMBER 20, 2024

In India, the world of gambling stands at the intersection of tradition and modernity, enveloped in a web of legal intricacies. Gambling in India has a long history, but its legal framework remains ambiguous. Governed by a combination of state and central laws, certain forms of gambling, like lotteries and horse racing, are permitted, while others, such as casino games and online betting, face restrictions.

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Advisor Perspectives

SEPTEMBER 20, 2024

Americans might be forgiven for basking in self-satisfaction when it comes to the economy. The country’s most prominent CEO, Jamie Dimon, has called the country’s boom “unbelievable,” and its most stimulating magazine, The Atlantic, has dubbed it a “superstar.

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Wealth Management

SEPTEMBER 20, 2024

Friday, September 20, 2024 | 10:00 AM ET

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Advisor Perspectives

SEPTEMBER 20, 2024

The Fed began the process of rate cuts today, and they came out not with a whimper, but with a bang, cutting rates by 0.5% (50 basis points). Following the June meeting, Fed members forecast it would be appropriate to cut rates once – by 25 basis points (bps) – in 2024. Three months on, they have already surpassed those expectations, and forecast further cuts before the year is through.

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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

Wealth Management

SEPTEMBER 20, 2024

The next frontier for tax optimization goes beyond tax-loss harvesting.

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Wealth Management Taxes Management 76

Advisor Perspectives

SEPTEMBER 20, 2024

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to be highlighting what he considers to be the best investment in AI – Super Micro. Chuck has done a lot of research on Super Micro Computer.

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Calculated Risk

SEPTEMBER 20, 2024

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