Abnormal Returns
JULY 23, 2024
Markets Small caps have, relative to large caps, seen a lost decade. (ft.com) Joe Wiggins, "Everything within us and around us seems designed to interrupt the positive force of compounding." (behaviouralinvestment.com) Crypto What you need to know about the new spot Ethereum ETFs. (theblock.co) The players in the spot Ethereum space look familiar. (blockworks.co) What happens when you at Ethererum to a 60/40 portfolio.
Nerd's Eye View
JULY 23, 2024
Welcome back to the 395th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dustin Mangone. Dustin is the Director of Investment Advisor Services of PPC LOAN, a firm based in The Woodlands, Texas that facilitates conventional bank loans to financial advisors. What's unique about Dustin, though, is how his firm allows financial advisors to tap into bank lending, an historically challenging source of debt capital for the advisory industry, to finance both RIA and in
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Abnormal Returns
JULY 23, 2024
Quant stuff Using Bayesian solutions to 'tame' the factor zoo. (alphaarchitect.com) A round-up of recent research on using AI in finance. (capitalspectator.com) How to read an econometrics paper. (econometrics.blog) Alternatives Why are estimates of alternative asset returns still so high? (mailchi.mp) Endowments are struggling to get capital back from their PE investments.
Mr. Money Mustache
JULY 23, 2024
– “I used to read Mr. Money Mustache” , some people say these days, “Until he got all rich and fancy so that he no longer understands the common person’s plight. Stash probably doesn’t even practice any of these money-saving things he preaches any more!” When I read things like this, I can’t help but laugh. Because on the one hand, when you put a bunch of personal life details online like this, being misunderstood is just part of the package.
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
A Wealth of Common Sense
JULY 23, 2024
Inflation went from 9% to 3% without a recession. Some people want to give all the credit to the Federal Reserve. I think they got lucky. The soft landing, or whatever you want to call it, happened despite the Fed’s best efforts to cause people to lose their jobs and throw the economy into a recession. It helped that corporations and households came into the rising rate environment prepared.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
JULY 23, 2024
If I went to your website right now, would it pass the 5-second test? Would I be able to immediately discern: Who you are? What you do? Who you do it for? And most importantly—why someone should choose you? Then, would I know what they should do next after visiting ? When envisioning your firm’s next website, it’s easy to articulate its purpose and desired ambiance.
Wealth Management
JULY 23, 2024
Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.
MainStreet Financial Planning
JULY 23, 2024
Insurance costs are on the rise, we are all feeling the impact on our wallets. The average American already spends over 5.3% of income on insurance premiums, 60% of that is for auto and home premiums. What can we do? Do we have any control? As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.
Wealth Management
JULY 23, 2024
Genstar Capital is making a majority investment in Docupace. FTV Capital took a majority stake in the company in 2020 and will remain a minority investor.
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.
XY Planning Network
JULY 23, 2024
Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable. Fortunately, with XYPN membership , you not only benefit from our end-to-end tech, compliance, and support solutions as well as resource, education, and coaching assistance, but you also have the support of what's been ranked our top benefit 3 t
Wealth Management
JULY 23, 2024
Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank.
Million Dollar Round Table (MDRT)
JULY 23, 2024
By Roy John Hall, ADFP, CCFP Change often isn’t easy, especially when it impacts how you run your financial advisory practice, or if you can even be an advisor at all. Regulation changes in Australia, which is where I live, hit us hard and fast. There were 36,000 financial advisors in my country. Now, three years after the changes were announced, there are about 15,000.
Wealth Management
JULY 23, 2024
Once the deal closes, Janney will operate as a standalone, private company and create a broad-based equity ownership program for its 2,300 employees.
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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!
Advisor Perspectives
JULY 23, 2024
Fifth district manufacturing activity worsened in July, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -17 this month from -10 in June. This month's reading was worse than the forecast of -7.
Wealth Management
JULY 23, 2024
Redemption requests for non-traded REITs have slowed following a surge in the Spring, according to data from Robert A. Stanger Co. Cooling inflation has led to a rally in small cap stocks, benefiting ETFs built around that strategy, reports ETF Stream. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
JULY 23, 2024
A recent Financial Times opinion piece laid out how illiquidity makes private equity hazardous for investors. The Bank of England’s Nathanaël Benjamin warns private equity illiquidity is a systemic risk to the financial system.
Wealth Management
JULY 23, 2024
Delaware tops the list of best states to retire in 2024, while California and New York bring up the rear.
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!
Calculated Risk
JULY 23, 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, New Home Sales for June from the Census Bureau. The consensus is for 640 thousand SAAR, up from 619 thousand in May. • During the day, The AIA's Architecture Billings Index for June (a leading indicator for commercial real estate).
Wealth Management
JULY 23, 2024
Funds focused on clean energy were among those posting the worst returns over the last year.
Calculated Risk
JULY 23, 2024
From WardsAuto: July U.S. Light-Vehicle Sales Tracking to Strongest SAAR So Far in 2024 (pay content). Brief excerpt: An expected boost to volume in July from lost sales in June, caused by a cyberattack affecting dealer management systems, will not be as big as initially expected. Dealers apparently were quite adept at finding alternative ways to reporting sales and lost volume was less than thought.
Wealth Management
JULY 23, 2024
Morningstar's Jack Shannon discusses the nuances of active ETFs and whether they deliver on their promises.
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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.
Calculated Risk
JULY 23, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.89 million SAAR in June Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 5.4% year-over-year compared to June 2023. This was the thirty-fourth consecutive month with sales down year-over-year.
Wealth Management
JULY 23, 2024
The investment allows Credent to maintain its advisor ownership, and bring back its shared services platform.
NAIFA Advisor Today
JULY 23, 2024
All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program. The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Allstate The Goines Agency in Clarksville, Tennessee has become a NAIFA 100% Agency.
Wealth Management
JULY 23, 2024
Powder is using generative AI to automate a lot of the tasks involved in the client proposal process.
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.
Indigo Marketing Agency
JULY 23, 2024
If I went to your website right now, would it pass the 5-second test? Would I be able to immediately discern: Who you are? What you do? Who you do it for? And most importantly—why someone should choose you? Then, would I know what they should do next after visiting ? When envisioning your firm’s next website, it’s easy to articulate its purpose and desired ambiance.
Wealth Management
JULY 23, 2024
Mercer claims the owners of an RIA it acquired took the funds from the sale and headed to the golf course.
Advisor Perspectives
JULY 23, 2024
Gas prices retreated this week, inching down to their lowest level in four weeks. As of July 22nd, the price of regular and premium gas decreased 2 and 4 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $78.40, down 4.3% from last week.
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