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?
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 $100 million mark amidst strong market performance and organic grow
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Abnormal Returns
SEPTEMBER 20, 2024
Listening How the Acquired podcast became a huge success with tech types. (esquire.com) Tim Ferriss is changing things up for his podcast. (tim.blog) Companies Tyler Cowen talks with Tobi Lütke who is the CEO and co-founder of Shopify ($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.
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.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 20, 2024
The next frontier for tax optimization goes beyond tax-loss harvesting.
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.
Wealth Management
SEPTEMBER 20, 2024
The independent broker/dealer has expanded its partnership with Vestwell to launch a new pooled employer plan.
Trade Brains
SEPTEMBER 20, 2024
Airports are more than just gateways to destinations; they are complex hubs of activity that require seamless coordination. Behind every smooth takeoff and landing, there is an intricate web of airport management services at play, ensuring the safety, comfort, and efficiency of operations. From ground handling and air traffic control to security checks and passenger services, these teams work tirelessly to maintain the rhythm of daily operations.
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 20, 2024
InterVal's Trevor Greenway details how wealth managers can act as the “quarterback” for business owners through the innovative use of technology.
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.
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.
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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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 20, 2024
A Massachusetts State Court judge said the harm to Glenn Frank’s career could be “particularly egregious” if the covenants were enforced.
Advisor Perspectives
SEPTEMBER 20, 2024
The yield on the 10-year note ended September 20, 2024 at 3.73%, the 2-year note ended at 3.55%, and the 30-year at 4.07%.
Wealth Management
SEPTEMBER 20, 2024
Friday, September 20, 2024 | 10:00 AM ET
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
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 20, 2024
A Massachusetts State Court judge said the harm to Glenn Frank’s career could be “particularly egregious” if the covenants were enforced.
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.
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.
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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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.
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.
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.
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.
Advisor Perspectives
SEPTEMBER 20, 2024
Millions of Americans are falling behind on student loan payments a year after the pandemic freeze ended – and soon that will start hurting their credit scores.
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!
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.
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.
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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