Tue.Nov 05, 2024

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Tuesday links: the benefit of hindsight

Abnormal Returns

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.

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#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler

Nerd's Eye View

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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Research links: a whole lot of factors

Abnormal Returns

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.

Portfolio 159
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Some Things I Don’t Believe About Investing

A Wealth of Common Sense

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.

Investing 122
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

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Advisors Want Clients to Consider History When Assessing Election’s Aftermath

Wealth Management

Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.

Clients 139

More Trending

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11 Investment Must Reads for this Week (Nov. 5, 2024)

Wealth Management

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.

Investing 111
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Trade Deficit Increased to $84.4 Billion in September

Calculated Risk

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.

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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients

Wealth Management

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.

Assets 109
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CoreLogic: US Home Prices Increased 3.4% Year-over-year in September, "Slowest growth rate in over a year"

Calculated Risk

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

Economy 76
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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Copycat ETFs Are Infiltrating a ‘Finders Keepers’ Tickers Market

Wealth Management

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.

Marketing 105
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Wednesday: Mortgage Applications

Calculated Risk

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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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients

Wealth Management

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.

Assets 102
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Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?

Steve Sanduski

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.

Clients 59
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Back to Basics with Reconciliations

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.

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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients

Wealth Management

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.

Assets 97
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In Q2, almost 20% of Units Started Built-for-Rent were Single Family

Calculated Risk

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.

Numbers 57
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DeVoe: October Breaks Record for RIA M&A Activity

Wealth Management

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.

96
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Thinking Long Term, Communicating Short Term

Advisor Perspectives

Consistent communication through market events is vital for advisors concerned about client retention.

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Pricing for Profit: How to Set, Negotiate, and Succeed

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

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Adjusted for Risk: Client Communication Is Key to Investing Alternatives

Wealth Management

UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.

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Opening Market Update: Stocks, Yields Mildly Up in Waiting Game for Vote

Advisor Perspectives

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.

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Advisors Want Clients to Consider History When Assessing Election’s Aftermath

Wealth Management

Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.

Clients 105
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Defence stock jumps 18% in 2 weeks after partnership with IIT Ropar for defense project

Trade Brains

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.

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Confronting the Change Challenge

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.

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DeVoe: October Breaks Record for RIA M&A Activity

Wealth Management

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.

88
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Pharma stock to buy now for an upside of 24%; Do you own it?

Trade Brains

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.

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Father-Son Duo Launch $750M AUM Chicago RIA

Wealth Management

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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5 Best Practices to Make Your Advisory Website Stand Out

FMG

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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How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

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!

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Adjusted for Risk: Client Communication Is Key to Investing Alternatives

Wealth Management

UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.

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World Markets Watchlist: November 4, 2024

Advisor Perspectives

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%.

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Advisors Want Clients to Consider History When Assessing Election’s Aftermath

Wealth Management

Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.

Clients 98