Abnormal Returns

JULY 9, 2024

Asset pricing The CAPM doesn't work. Maybe this measure does. (klementoninvesting.substack.com) Brown stocks outperform green stocks. (alphaarchitect.com) Hedge funds Replicating multi-strategy hedge fund returns is kind of a waste. (insights.finominal.com) Do even failed activist investors help stock prices? (klementoninvesting.substack.com) Quant stuff More research is being done on the interaction between social media and market outcomes.

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Budgeting Media Assets Marketing 246

A Wealth of Common Sense

JULY 9, 2024

Greg Ip at The Wall Street Journal penned a piece recently that warned potential homebuyers about the prospect of low returns from current levels: I don’t need to offer any more details from the story because you already know them. Housing prices are up a lot. Mortgage rates are also up a lot. This is a fair warning. We essentially pulled forward a decade’s worth of housing returns into the first few years of.

Marketing 108

Marketing Marketing 108

Advisor Perspectives

JULY 9, 2024

Gas prices continued to creep back up this week. As of July 8th, the price of regular and premium gas increased 1 and 2 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $82.33, down 1.3% from last week.

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Wealth Management

JULY 9, 2024

Uptick Partners debuts with an Alabama-based team as its first breakaway. Its goal is to help non-protocol, captive advisors go independent.

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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

A Wealth of Common Sense

JULY 9, 2024

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss investing in high-yield credit. On today’s show, we discuss: How an interval fund works How Polen navigated the dramatic rise in interest rates Understanding interest rate risk What Polen is doing to actively manage the portfolio.

Portfolio Management 80

Portfolio Management Portfolio Marketing Marketing 80

Calculated Risk

JULY 9, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in June compared to May. The Manheim Used Vehicle Value Index (MUVVI) fell to 196.1, a decline of 8.9% from a year ago. The seasonal adjustment to the index mitigated the impact on the month, resulting in values that declined 0.6% month over month for the second time in a row.

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Consulting Sales 77

Wealth Management

JULY 9, 2024

Spotswood, who has led day-to-day operations of RFG for the past nine years, succeeds founder Bobby White, who moves into an executive chairman role.

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Advisor Perspectives

JULY 9, 2024

Implementing the net wealth mindset in practice involves developing detailed financial plans that align with each client's needs and priorities, and crafting a client-centered service model.

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Financial Planning Clients Planning 64

Wealth Management

JULY 9, 2024

Investors put $413 billion into U.S. ETFs in the first half of 2024, the highest six-month total since the second half of 2021, according to Morningstar. A Bloomberg analyst said July 18 is his “best guess” as to when spot Ethereum ETFs could be approved. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor 80

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.

Advisor Perspectives

JULY 9, 2024

As RIAs and broker-dealers consider how to allocate future spending, they would be wise to recognize how technology designed to support fee-for-service financial planning can help them meet their most immediate goals while also allowing them to grow and nurture next-generation wealth management clients.

Wealth Management 64

Wealth Management Financial Planning Clients Planning 64

Wealth Management

JULY 9, 2024

But the pace of declines is beginning to slow down as many passive funds are already charging only a few basis points in fees.

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Calculated Risk

JULY 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. • At 10:00 AM, Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S. House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in

Financial Services 62

Financial Services Banking Economics 62

Wealth Management

JULY 9, 2024

The SEC’s latest rulemaking agenda indicates its staff is preparing to recommend reproposing the agency’s November 2022 bid to make it costlier for investors to redeem shares during times of extreme market tumult.

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Planning Marketing Marketing 75

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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!

Investing

Calculated Risk

JULY 9, 2024

This testimony will be live here at 10:00 AM ET. Report here. From Fed Chair Powell: Testimony: Semiannual Monetary Policy Report to the Congress. An excerpt: The Federal Reserve remains squarely focused on our dual mandate to promote maximum employment and stable prices for the benefit of the American people. Over the past two years, the economy has made considerable progress toward the Federal Reserve's 2 percent inflation goal, and labor market conditions have cooled while remaining strong.

Economy 62

Economy Marketing Marketing 62

Wealth Management

JULY 9, 2024

President and CEO Phillip Hamman of Linscomb Wealth on how his firm outpaced market growth with a laser focus on client satisfaction.

Wealth Management 86

Wealth Management Clients Management Marketing 86

Calculated Risk

JULY 9, 2024

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in June A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to June 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in June. I’m tracking over 40 local housing markets in the US.

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Marketing Marketing Sales 62

Wealth Management

JULY 9, 2024

ETF managers remained busy in closing out the first half of 2024. Overall, asset mangers launched 50 ETFs in June.

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Assets Management 90

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

JULY 9, 2024

I'm not sure about "renowned" but this interview hits several of the key points I've been discussing about housing. From Lance Lambert at ResiClub: Renowned housing analyst who predicted the 2008 home price crash weighs in on the current market Here is the intro: Years before the housing bubble burst in 2008, housing analyst Bill McBride began chronicling the troubles in the U.S. housing market in his blog Calculated Risk.

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Marketing Marketing Economics Sales 62

Wealth Management

JULY 9, 2024

The acquisition of Peak Financial Services represents WEG’s fourth Massachusetts location.

Financial Services 90

Financial Services 90

Advisor Perspectives

JULY 9, 2024

Our monthly workforce analysis has been updated to include the latest employment report for June. The unemployment rate rose to 4.1%, its highest level since November 2021. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 206K.

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Numbers 59

Million Dollar Round Table (MDRT)

JULY 9, 2024

By Antonette Reyes One of the fundamental laws of social psychology and human relationships is when you do something beneficial for others, they will be more inclined to reciprocate and do something worthwhile for you. “I learned that doing good things for others does not need to take a lot from you, but it goes a long way in building and cultivating relationships, especially with influential people who will benefit our work as financial advisors,” said Ana Fanlo , a seven-year MDRT member from

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Financial Advisor Insurance Clients 65

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Trade Brains

JULY 9, 2024

Textile Stocks: The story of India’s textile industry is often overshadowed by flashier sectors. But have you ever wondered how this industry quietly leaves a lasting impact on every stitch of its progress? Their impact goes far beyond aesthetics. They provide a rich cultural heritage and act as a backbone for millions of people. The textile industry empowers rural communities and provides employment opportunities for countless individuals.

Manufacturing 52

Manufacturing Retail B2C Government 52

Random Roger's Retirement Planning

JULY 9, 2024

Finomial wrote about replicating multi-strategy hedge fund ETFs with 40-50% in plain vanilla equities and the rest in cash. The two multi-strategy hedge fund ETFs they studied were QAI which has been around for a long time and HFND which has been around for a couple of years or so. Both have very low volatility and very low returns. Read the post if you want to learn more about what Finomial found but the bigger idea of replication or as I've preferred to call it, proxies, is something we've loo

Taxes 52

Taxes Portfolio Management Marketing 52

Trade Brains

JULY 9, 2024

Textile Stocks: The story of India’s textile industry is often overshadowed by flashier sectors. But have you ever wondered how this industry quietly leaves a lasting impact on every stitch of its progress? Their impact goes far beyond aesthetics. They provide a rich cultural heritage and act as a backbone for millions of people. The textile industry empowers rural communities and provides employment opportunities for countless individuals.

Manufacturing 52

Manufacturing Retail B2C Government 52

Steve Sanduski

JULY 9, 2024

Guests: Leslie Zane , the founder of Triggers , which is the first brand consultancy built on the premise that instinct rather than conscious thought is what guides brand decisions. She’s also the author of the new book The Power of Instinct: The New Rules of Persuasion in Business and Life. In a Nutshell: We’ve all heard the saying, “You never get a second chance to make a first impression.” But what if our first impressions, and indeed all of our decisions, are made not

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Financial Advisor Marketing Marketing Consulting 52

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Advisor Perspectives

JULY 9, 2024

Traders should brace for a significant pullback in the stock market as uncertainty swirls around the US presidential campaign, corporate earnings and Federal Reserve policy, according to Morgan Stanley’s Mike Wilson.

Marketing 52

Marketing Marketing 52

Validea

JULY 9, 2024

Dividend aristocrats are S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. These companies are known for their financial stability, consistent growth, and commitment to returning value to shareholders. As of 2024, there are 67 companies that have achieved this prestigious status. Why Dividend Aristocrats Can Be Good Investments Dividend aristocrats are often considered attractive investments for several reasons: Consistent income: Their track rec

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Sales Valuation Food Management 52

Advisor Perspectives

JULY 9, 2024

Traditional selling has always been about persuasion and creating forward momentum in the sales conversation. Ironically, although your prospects have specific agendas, they won’t allow you into their world if they sense you’re operating with one.

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Sales 52