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.
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
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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.
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
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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 5, 2024
UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.
Advisor Perspectives
NOVEMBER 5, 2024
Consistent communication through market events is vital for advisors concerned about client retention.
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
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.
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.
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
Stocks with order books higher than market capitalization highlight companies where the total value of confirmed orders exceeds their current market value. This scenario often indicates strong future revenue potential, suggesting that the company may be undervalued by the market. Such stocks can be attractive to investors, as a robust order book provides visibility into future earnings, enhancing the company’s growth prospects.
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.
Steve Sanduski
NOVEMBER 5, 2024
Guest: Mindy Diamond , the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options. But the grass is not always greener, and FOMO should never be the lead driver of a major career decision.
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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.
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.
Midstream Marketing
NOVEMBER 5, 2024
Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. It’s key to develop a social media strategy that matches your target audience and has achievable goals. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook.
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.
Darrow Wealth Management
NOVEMBER 5, 2024
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion. The potential tax savings simply cannot be understated.
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
Wealth Management
NOVEMBER 5, 2024
Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.
Trade Brains
NOVEMBER 5, 2024
Sun Pharmaceutical Industries Ltd. is a leading global pharmaceutical company based in India, renowned for its high-quality generic medications and specialty products. Founded in 1983, Sun Pharma has grown to become one of the largest pharmaceutical manufacturers in the world, serving over 150 countries. The company focuses on therapeutic areas such as cardiology, psychiatry, neurology, and dermatology, emphasizing innovation and research.
Wealth Management
NOVEMBER 5, 2024
UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.
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.
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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.
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.
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%.
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.
Advisor Perspectives
NOVEMBER 5, 2024
The Institute of Supply Management (ISM) has released its October services purchasing managers' index (PMI). The headline composite index is at 56.0, better than the forecast of 53.8. The latest reading moves the index back into expansion territory for 50th time in the past 53 months.
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!
Wealth Management
NOVEMBER 5, 2024
UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.
Midstream Marketing
NOVEMBER 5, 2024
Key Highlights Niche marketing helps financial advisors be different in a busy market. By focusing on a specific target market, they can design their services and messages to connect better. To find your niche, know your strengths, interests, and what your audience wants. Good niche marketing strategies are making special content, using targeted online ads, and being active in networking.
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.
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