Abnormal Returns
NOVEMBER 5, 2024
ETFs Passive investing continues to take share. Where is the evidence that it is fundamentally changing the stock market? (on.ft.com) 'Peak ETF' is nowhere on the horizon, especially overseas. (klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. (caia.org) How to use trading volume to optimize portfolio construction.
Nerd's Eye View
NOVEMBER 5, 2024
Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangement, coupled with
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Abnormal Returns
NOVEMBER 5, 2024
Markets When did this bull market start? (ofdollarsanddata.com) Has the rise in implied stock (and bond) volatility all election-related? (ft.com) Strategy Knowing what you DON'T believe is as important as what you do believe in. (awealthofcommonsense.com) How our memories affect how we invest. (klementoninvesting.substack.com) Crypto Both candidates have given crypto a pass.
Wealth Management
NOVEMBER 5, 2024
BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors.
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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.
A Wealth of Common Sense
NOVEMBER 5, 2024
As Charlie Munger liked to say, “Invert, always invert.” Here are some things about investing that I don’t believe: I don’t believe there is a sole way to invest. Everyone has a different emotional make-up and lesser version of themself. Plus, experiences and circumstances can shape your attitudes towards risk and return. There are a lot of strategies that can work.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
NOVEMBER 5, 2024
A leading player in India’s energy sector focuses on distributing natural gas to industrial, commercial, and residential customers. Operating a robust network of city gas distribution systems, it supplies piped natural gas (PNG) and compressed natural gas (CNG). As a joint venture with a global energy leader, the company is dedicated to enhancing India’s energy infrastructure and promoting sustainable energy solutions.
Wealth Management
NOVEMBER 5, 2024
UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.
Calculated Risk
NOVEMBER 5, 2024
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $84.4 billion in September , up $13.6 billion from $70.8 billion in August, revised. September exports were $267.9 billion, $3.2 billion less than August exports. September imports were $352.3 billion, $10.3 billion more than August imports emphasis added Click on graph for larger image.
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
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
Calculated Risk
NOVEMBER 5, 2024
Notes: This CoreLogic House Price Index report is for September. The recent Case-Shiller index release was for August. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual Home Price Slowdown Continues in September • On an annual basis, home prices rose by 3.4% in September, the slowest growth rate in over a year, and are projected to slow to 2.3% by the same time next year. • Miami continued to post the highest gain of track
Wealth Management
NOVEMBER 5, 2024
The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ anticipation of interest rate cuts.
Million Dollar Round Table (MDRT)
NOVEMBER 5, 2024
By Matt Pais, MDRT Senior Content Specialist When confronted with a difficult situation, do you move toward it, or do you strive to avoid it? In his Main Platform presentation at the 2017 Annual Meeting, Eric Boles, a former professional American football player and the president of Game Changers, Inc., talked about the importance and urgency of embracing these challenges.
Wealth Management
NOVEMBER 5, 2024
Mark and Steven Resnik have teamed up to lead Burling Wealth Partners, a Chicago RIA with over $750 million in AUM.
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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
NOVEMBER 5, 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.
Wealth Management
NOVEMBER 5, 2024
UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.
Calculated Risk
NOVEMBER 5, 2024
Today, in the Real Estate Newsletter: In Q2, almost 20% of Units Started Built-for-Rent were Single Family Brief excerpt: Along with the monthly housing starts report for September released last month, the Census Bureau also released Housing Units Started by Purpose and Design through Q2 2024. The first graph shows the number of single family and multi-family units started with the intent to rent.
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
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!
Advisor Perspectives
NOVEMBER 5, 2024
Stocks and yields made slight early gains but attention is mainly on today's U.S. election. ISM Services data and a 10-year note auction lie ahead, and bond volatility is high.
Wealth Management
NOVEMBER 5, 2024
Mark and Steven Resnik have teamed up to lead Burling Wealth Partners, a Chicago RIA with over $750 million in AUM.
Trade Brains
NOVEMBER 5, 2024
The Indian government has been increasingly focusing on boosting domestic defence manufacturing, aiming to reduce reliance on imports and strengthen national security. Through initiatives like “Atmanirbhar Bharat” (self-reliant India), it has been constantly encouraging both private and public sector companies to step up the production of critical defence equipment, including advanced weaponry, aircraft, nuclear power, and naval vessels.
Wealth Management
NOVEMBER 5, 2024
As competition becomes more cutthroat, investment firms across both sides of the Atlantic have been launching funds with the same tickers as their competitors in another jurisdiction.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Trade Brains
NOVEMBER 5, 2024
One of the Small-Cap Renewable stock has hit a 5% upper circuit after reporting increased revenue by 249 percent YOY and a net profit increase of 157 percent YOY in Q2 FY25. Share Price Movement The share price of Waaree Renewable Limited hit a 5 percent upper circuit to Rs. 1,734.75 per share on Tuesday, a significant rise from its previous close of Rs. 1,652.15 per share.
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
Trade Brains
NOVEMBER 5, 2024
Defensive stock investment opportunities refer to investment in stable, reliable companies that are known for their resilience during market downturns. These stocks typically belong to sectors like IT, healthcare, and consumer staples, offering consistent dividends and steady performance regardless of economic conditions. Despite their traditionally conservative nature, these stocks can also present significant growth potential.
FMG
NOVEMBER 5, 2024
When someone visits your website, it only takes 50 milliseconds to form an opinion – so make it count. Here are five proven techniques you can implement now to make your website stand out. Plan Your Website Theme and Structure Identify your target audience and create content and navigation that is relevant to their needs and interests. Keep navigation titles simple and concise.
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.
Trade Brains
NOVEMBER 5, 2024
One of the Tata Group stocks in leadership positions in the watches, Jewellery, and eyewear categories has plunged by around 2 percent after announcing the weak quarterly results of September 2024, and Jefferies and Goldman Sachs have cut the target price as well. Stock Movement: After announcing its quarterly results, Titan Company Limited’s share has plunged by 1.64 percent.
Advisor Perspectives
NOVEMBER 5, 2024
Seven of our eight indexes on our world watch list have posted gains through November 4, 2024. The Hong Kong's Hang Seng finished in the top spot with a year-to-date gain of 22.51%. The U.S. S&P 500 finished second with a year-to-date gain of 20.45%. The Tokyo's Nikkei 225 finished in third with a year-to-date gain of 14.97%.
Trade Brains
NOVEMBER 5, 2024
One of the SME stocks engaged in electronic system design and manufacturing has skyrocketed after signing a Memorandum of Understanding (MOU) with InnoCare Optoelectronics Corporation to manufacture and service FPDs (flat panel detectors). Stock Movement In Wednesday’s trading session, Sahasra Electronic Solutions Limited’s share has skyrocket by 16.06 percent.
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