Abnormal Returns

DECEMBER 4, 2023

Strategy Investing is hard. Really hard. (awealthofcommonsense.com) Be skeptical of anyone offering you better returns absent higher risk. (obliviousinvestor.com) Crypto Coinbase ($COIN) is benefiting from the rally in Bitcoin and issues with its competitors. (barrons.com) Binance's legal problems are not done - the SEC is still on the line. (wsj.com) Companies Alaska Air ($ALK) has offered to buy Hawaiian Airlines ($HA).

Financial Advising 261

Financial Advising Distribution Media Taxes 261

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Black Diamond has announced the launch of its own CRM system, targeting advisors at mid-size firms who have data complexity and workflow needs greater than what more basic CRM options can accommodat

Financial Advisor 233

Financial Advisor Clients Planning Distribution 233

Abnormal Returns

DECEMBER 4, 2023

Podcasts Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. (standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. (podcasts.apple.com) The biz Software is eating financial advice. (theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen.

Wealth Management 256

Wealth Management Financial Advice Financial Advising Communication 256

Calculated Risk

DECEMBER 4, 2023

Today, in the Calculated Risk Real Estate Newsletter: IICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October" A brief excerpt: And on Florida inventory: Florida has experienced some of the largest inventory gains in recent months • In fact, six of the nine markets seeing the strongest inventory growth over the past three months – Palm Bay (+22pp), Lakeland (+21pp), Tampa (+19pp), Cape Coral (+18pp), North Port (+16pp) and Orlando (+14pp) – are located in th

Sales 122

Sales Marketing Marketing 122

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

Accounting

Trade Brains

DECEMBER 4, 2023

Fundamental Analysis of Gujarat Pipavav Port: Ports are crucial for global trade as they serve as busy crossroads where goods are exchanged, linking countries and boosting economies. These maritime gateways play a vital role in international business by facilitating the flow of products from around the world. One such company operating in this sector is Gujarat Pipavav Port.

Planning 111

Planning Commission Economy Taxes 111

Cornerstone Financial Advisory

DECEMBER 4, 2023

​ Weekly Market Insights: Stocks Rise As Bond Yields Fall A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, ended marginally higher by 0.13%. 1,2,3 Stocks Move Higher The stock market digested November’s robust gains for much of last week but

Marketing 105

Marketing Marketing Taxes Economics 105

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 111

Retirement Retirement Planning Wealth Management Consulting 111

Integrity Financial Planning

DECEMBER 4, 2023

Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to boosting your retirement savings: Assess Your Financial Situation Honestly This isn’t as easy as it sounds.

Retirement 98

Retirement Retirement Planning Budgeting Financial Planning 98

Wealth Management

DECEMBER 4, 2023

Advances in AI and automation have made it possible for advisors to effortlessly add trust and estate administration services to their practices.

Financial Advisor 119

Financial Advisor 119

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.

Accounting

Carson Wealth

DECEMBER 4, 2023

The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared! The year-end rally continued last week, with stocks up five weeks in a row. Stocks soared in November for one of the best months ever, but history suggests more gains are likely.

Marketing 96

Marketing Marketing Economy Compliance 96

Wealth Management

DECEMBER 4, 2023

Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.

Portfolio Management 115

Portfolio Management Investing Investments Portfolio 115

Advisor Perspectives

DECEMBER 4, 2023

Use the holiday season to understand what's important to our clients and what they want to achieve with their money.

Clients 118

Clients 118

A Wealth of Common Sense

DECEMBER 4, 2023

Today’s show is brought to you by Teucrium We had Sal Gilbertie, CEO of Teucrium on the show to get an update on global commodity markets in 2023. On today’s show, we discuss: Where the name Teucrium comes from An update on supply and demand dynamics in agricultural markets The golden grain cycle The cost of production and expected returns for commodities Teucriums long short agricultural fund How everyone g.

Marketing 92

Marketing Marketing 92

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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.

Accounting

Wealth Management

DECEMBER 4, 2023

The research found that more than 60% of advisors have at least some exposure to alternative investments and most expect usage to grow.

Investing 118

Investing Investments 118

Alpha Architect

DECEMBER 4, 2023

The article discusses the importance of integrating psychology into the field of financial planning and highlights the need to understand and address the psychological aspects of financial decision-making and client relationships. Untangling Behavioral Finance and the Psychology of Financial Planning was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Financial Planning 94

Financial Planning Planning Clients Government 94

Wealth Management

DECEMBER 4, 2023

The IRS has been asking individuals to disclose if they've transacted in cryptocurrency since the 2019 tax year.

Taxes 114

Taxes 114

XY Planning Network

DECEMBER 4, 2023

XYPN Ops, formerly known as XYVA, has put in over 6,000 hours of work for our members by digging into 200+ different systems. You could say we’ve learned a thing or two about which systems are the most efficient and work together the best. We’ve compiled a list of six financial advisor tools that will get your firm up and running.

Financial Advisor 84

Financial Advisor Management 84

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

Wealth Management

DECEMBER 4, 2023

This year’s crop includes major books by two of the best business writers working today.

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122

Calculated Risk

DECEMBER 4, 2023

Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.

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Wealth Management

DECEMBER 4, 2023

Paul Simons has founded his new RIA on the Dynasty Financial Partners platform.

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119

Norman Marks

DECEMBER 4, 2023

I have been somewhat retired for a few years now. I have my speaking and training engagements, the occasional consulting project, some mentoring of individuals and organizations, and my writing. They keep me reasonably busy along with bridge and yoga.

Consulting 80

Consulting Retirement Government 80

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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

Wealth Management

DECEMBER 4, 2023

Constellation Wealth Capital has purchased a minority stake in the alts-focused, technology-driven California RIA.

Investing 109

Investing Investments 109

Calculated Risk

DECEMBER 4, 2023

From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Slightly Higher, But Still Effectively at 3-Month Lows Apart from this past Friday, you'd have to go back to September 1st to see lower mortgage rates than today. the incoming economic data has the potential to send rates significantly higher or lower. The first key report is CPI, the consumer price index, which serves as the most widely traded update on inflation.

Economics 70

Economics 70

Wealth Management

DECEMBER 4, 2023

The type of high-level S&P 500 performance seen in the decade prior to 2021, “is gone for a generation,” according to Stifel's Barry Bannister.

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oXYGen Financial

DECEMBER 4, 2023

![CDATA[ 1. Introduction Embarking on a business venture is an exhilarating journey filled with challenges and opportunities. One crucial question that often arises is whether you need a business plan. In this article, we will explore the significance of a business plan and why it might be the key to unlocking your business's full potential. 2. The Foundation: What is a Business Plan?

Business Planning 76

Business Planning Planning 76

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

DECEMBER 4, 2023

Reverence is seeking to sell up to 20% of Osaic, the broker/dealer network that rebranded from Advisor Group earlier this year.

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Random Roger's Retirement Planning

DECEMBER 4, 2023

That is the title of an article at Yahoo where they look at savings benchmarks for 30, 40, 50 and I am guessing one will get published for 60. This topic can be useful and my hunch is that Yahoo has run pretty much the same series several times before but either way there's utility here and hopefully I can add a little nuance to it. It was sort of a list of important but not really new ideas.

Retirement 75

Retirement Asset Allocation Planning Accounting 75

Wealth Management

DECEMBER 4, 2023

Authentic advisors will resonate and stand out as AI and social media grows.

Media 119

Media 119