Abnormal Returns

JANUARY 9, 2024

ERP Does new data put the idea of equity superiority, over bonds, into doubt? (morningstar.com) The risks that come along with a 100% U.S. equity portfolio, not least of which are behavioral. (ofdollarsanddata.com) Research What factors are appropriate for defensive investors? (alphaarchitect.com) Crowded trades increase crash risks. (alphaarchitect.com) How the sensitivity to interest rates of factors, and sectors, vary in the U.S.

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Portfolio Investing Investments 276

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kimberly Enders. Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. What's unique about Kimberly, though, is that after building a practice jointly with her husband, in 2015, she had to reinvent herself after a divorce lef

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Abnormal Returns

JANUARY 9, 2024

Markets The periodic table of commodity returns over the past decade. (visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. (entrylevel.topdowncharts.com) Alternatives Are private equity firms finally going to ramp up their exits via IPO? (ft.com) Venture capital volume is likely to stay muted in 2024. (institutionalinvestor.com) Carta is getting out of the secondary stock trading business.

Financial Advising 264

Financial Advising Media Economy Economics 264

A Wealth of Common Sense

JANUARY 9, 2024

It’s always bittersweet when the holidays are over. I love Christmas time. The decorations. The parties. The food. The movies. Family time. But I also have something to look forward to when the kids finally go back to school after Christmas break — it’s to update some historical stock market data! I rely heavily on two sources when it comes to historical performance numbers: Returns 2.0 from DFA and the.

Marketing 145

Marketing Marketing Food Numbers 145

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.

Accounting

The Big Picture

JANUARY 9, 2024

 The transcript from this week’s, MiB: Matt Levine on Money & Stuff , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:06 [ Barry Ritholtz ] This week on the podcast, I have an extra special guest.

Retail 130

Retail Banking Math Management 130

Advisor Perspectives

JANUARY 9, 2024

The world population is aging rapidly – 65 million people over the age of 65 will live in the U.S. by 2030. The disparity between the length of time a person lives (their lifespan) and how long they are in good health and can function well (their healthspan) is widening. As a result, a significant portion of aging adults are spending longer portions of their lives in poor health as they struggle to pay for caregiving assistance.

Insurance 119

Insurance Retirement Marketing Marketing 119

Wealth Management

JANUARY 9, 2024

Capital Management Group of New York, with $3.3 billion AUM, represents Hightower’s first ‘strategic investment’ of 2024.

Management 119

Management Investing Investments 119

Trade Brains

JANUARY 9, 2024

Mazagon Dock Shipbuilders : In the dynamic world of defense stocks, the spotlight is on Mazagon Dock Shipbuilders (MDSL), a company that has seen remarkable growth amidst rising geopolitical tensions. With the Indian government’s push for self-reliance in defense through initiatives like ‘Make in India,’ the defense sector has witnessed increased market interest, with Mazagon Dock emerging as a standout performer.

Government 105

Government Engineering Clients Certification 105

Wealth Management

JANUARY 9, 2024

Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year.

Assets 119

Assets 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

SEI

JANUARY 9, 2024

SEI and the Philadelphia Phillies invite local mural artists to create a work of art that celebrates Philadelphia.

Banking 105

Banking 105

Wealth Management

JANUARY 9, 2024

Observers tend to focus a lot on ETF launches, but Morningstar analyzed the more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek. These are among the investment must reads we found this week for wealth advisors.

Investing 116

Investing Investments Wealth Advisor 116

Advisor Perspectives

JANUARY 9, 2024

If ESG funds are trying to take over the country, they aren’t doing it very well.

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Wealth Management

JANUARY 9, 2024

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Consulting 115

Consulting Compliance Marketing Marketing 115

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Accounting

Advisor Perspectives

JANUARY 9, 2024

Alphabet Inc.’s self-driving unit Waymo announced on Monday that it plans to unleash its cars onto the freeway in Phoenix “soon.

Planning 98

Planning 98

Wealth Management

JANUARY 9, 2024

The case will offer a rare glimpse into an often-opaque industry where middle men broker art transactions between ultra-wealthy buyers and sellers who don’t always know each other’s identities.

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Clever Girl Finance

JANUARY 9, 2024

We all love cash value, so it seems like a no-brainer to have cash value life insurance. But how does cash value life insurance work, and is it a good idea? Get a better understanding of this type of life insurance and whether it’s the best choice for you or not. Table of contents What is cash value life insurance? How does cash value life insurance work?

Insurance 85

Insurance Accounting Taxes Insurance Coverage 85

Wealth Management

JANUARY 9, 2024

A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.

Banking 115

Banking 115

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

Million Dollar Round Table (MDRT)

JANUARY 9, 2024

By Antonette Reyes From having a previous career as a managing partner in an advertising agency, Lester Angelo Reyes , a six-year MDRT from Quezon City, Philippines, says storytelling is his most helpful skill he took from his past career. “I do social media marketing and handle the headlines, copy, and photos and ensure my content is relevant to my audience by studying what will hook their attention, which can be by sharing stories about previous clients, describing a scenario they may encounte

Clients 80

Clients Advertising Media Planning 80

Wealth Management

JANUARY 9, 2024

Invesco, Bitwise, Valkyrie and WisdomTree lowered fees in their spot Bitcoin ETF applications.

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Good Financial Cents

JANUARY 9, 2024

Initially, when my wife introduced me to Stan.Store, I wasn’t impressed. It seemed illogical to pay $30 a month for software that just offered a basic sales page, especially without any integrated email service provider. This was a stark contrast to my experience with platforms like ConvertKit, where I’m currently paying over $600 a month.

Education 78

Education Planning Sales Management 78

Wealth Management

JANUARY 9, 2024

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

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114

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Planning

Advisor Perspectives

JANUARY 9, 2024

FIAs can provide a reliable "retirement paycheck" that can last as long as your clients are retired.

Retirement 75

Retirement Clients 75

Wealth Management

JANUARY 9, 2024

BlackRock is among big money managers, including Wellington Management and T. Rowe Price Group Inc., that have recently cut jobs and redirected budgets.

Budgeting 113

Budgeting Management 113

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts, and maybe some predictions for each question. 4) Participation Rate: In November 2023, the overall participation rate was at 62.8%, up year-over-year from 62.2% in November 20

Economics 72

Economics Sales Investing Investments 72

Wealth Management

JANUARY 9, 2024

Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.

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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

Calculated Risk

JANUARY 9, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

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69

Wealth Management

JANUARY 9, 2024

Thursday, February 29, 2024 | 1:00 PM ET

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Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts, and maybe some predictions for each question. 3) Unemployment Rate: The unemployment rate was at 3.7% in November, up from 3.6% in November 2022.

Economics 69

Economics Sales Investing Investments 69