Abnormal Returns

OCTOBER 29, 2024

History You can't tell the story of indexing without the late John “Mac” McQuown. (on.ft.com) Mutual funds have been around for a 100 years now. (fhmagazine.org) Joachim Klement, "In economics, finance, politics, and most social sciences we create models with an error term and then conveniently ignore the error term as ‘noise.’ (klementoninvesting.substack.com) Global Increased globalization helps explain rising correlations.

Economics 257

Economics Portfolio Marketing Marketing 257

Wealth Management

OCTOBER 29, 2024

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds. These are among the investment must reads we found this week for wealth advisors.

Wealth Advisor 113

Wealth Advisor Investments Investing Assets 113

Abnormal Returns

OCTOBER 29, 2024

Strategy Another sign that gambling is being normalized. (theverge.com) How social media can wreck your investing plan. (blogs.cfainstitute.org) Investment success is about small advantages compounded over time. (morningstar.com) Fund management Does the world need a leveraged Berkshire Hathaway ($BRK.B) ETF? (etf.com) The SEC would have to bend over backwards to approve the proposed SPDR SSGA Apollo IG Public & Private Credit ETF.

Financial Advising 157

Financial Advising Media Investment Planning Economy 157

Wealth Management

OCTOBER 29, 2024

Ninety-two percent of firms surveyed by the ACA Group and National Society of Compliance Professionals have no policies in place for AI use by third parties and service providers.

Compliance 109

Compliance 109

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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.

Planning

Trade Brains

OCTOBER 29, 2024

The conglomerate’s extraordinary profit jump stems from strategic diversification, operational efficiency, and robust growth across various business segments. Cost control measures, expanding market presence, and successful implementation of growth initiatives contributed significantly to this remarkable performance. Stock Movement: After announcing its quarterly results, Adani Enterprises Limited ‘s share has surged by 2.3%.

Manufacturing 105

Manufacturing Management Investment Advisor Consulting 105

Calculated Risk

OCTOBER 29, 2024

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 4.2% year-over-year in August Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for August ("August" is a 3-month average of June, July and August closing prices). August closing prices include some contracts signed in April, so there is a significant lag to this data.

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Wealth Management

OCTOBER 29, 2024

At RIA Edge West, Charles Schwab and WealthManagement.com hosted the Female Advisor Breakfast to discuss the challenges and career transition issues women face in a traditionally male-dominated industry.

Wealth Management 104

Wealth Management Management 104

Trade Brains

OCTOBER 29, 2024

Investing in micro-cap stocks can offer remarkable opportunities for growth. These companies, often overlooked, have the potential to deliver impressive returns. In the past five years, some micro-cap stocks have achieved extraordinary sales growth, exceeding 300% CAGR. Such performance is rare and deserves attention. Investors looking for high-growth potential should consider these unique opportunities.

Sales 97

Sales Engineering Healthcare Distribution 97

Wealth Management

OCTOBER 29, 2024

Mariner CEO and President Marty Bicknell will maintain majority control, and Leonard Green & Partners will retain its minority stake in the wealth management firm.

Wealth Management 105

Wealth Management Management 105

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

Trade Brains

OCTOBER 29, 2024

Suzlon Energy and Inox Wind, two major players in India’s wind energy sector, reported impressive Q2 results. Inox Wind’s net sales nearly doubled, converting losses to a Rs 90 crore profit, while Suzlon’s net profit surged to Rs 201 crore, underscoring both companies strong growth and market positioning. Q2 Highlights Both Suzlon Energy and Inox Wind have posted stellar quarterly results.

Manufacturing 94

Manufacturing Consulting Valuation Sales 94

Wealth Management

OCTOBER 29, 2024

The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate.

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Prosperity Coaching

OCTOBER 29, 2024

Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors: Today let’s plan your biggest success as a financial advisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth. What are your plans for growth […] The post Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors appeared first on The Prosperous Advisor Coaching Blog.

Business Planning 93

Business Planning Financial Advisor Planning Clients 93

Wealth Management

OCTOBER 29, 2024

Boca Raton-based Wealth Empowerment Financial Strategies joins Kestra Financial from B. Riley Wealth Management, which is reportedly in talks to sell to Stifel.

Wealth Management 102

Wealth Management Management 102

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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

Advisor Perspectives

OCTOBER 29, 2024

If you’re unfamiliar with synthetic risk transfers, there’s a chance you’ll hear all about them when the next financial crisis hits. They’re the latest way for big banks to game rules designed to safeguard the system, and they’re growing fast. So far, regulators seem all but oblivious.

Banking 84

Banking 84

Wealth Management

OCTOBER 29, 2024

The partnership will make it easier for BlackRock’s RIA clients to invest in private assets alongside traditional assets.

Assets 110

Assets Clients Investments Investing 110

Calculated Risk

OCTOBER 29, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.4 million on the last business day of September , the U.S. Bureau of Labor Statistics reported today. Over the month, hires changed little at 5.6 million. The number of total separations was unchanged at 5.2 million. Within separations, quits (3.1 million) and layoffs and discharges (1.8 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark b

Numbers 76

Numbers Economy Marketing Marketing 76

Wealth Management

OCTOBER 29, 2024

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Estate Planning 103

Estate Planning Planning 103

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

Million Dollar Round Table (MDRT)

OCTOBER 29, 2024

By Ivan Arturo Burbano, CLU, CFP If you’re not delegating, it’s likely you’re spending too much time doing administrative work. This could be holding back your ability to increase your production, expand your business, spend more time with family, and reach your other personal and business goals. When you’re at work, it’s important to spend time with your clients, because that’s how you get paid the most.

CFP 75

CFP Financial Advisor Clients Management 75

Wealth Management

OCTOBER 29, 2024

The two public-private fixed-income funds are the first products of the partnership the firms announced in May.

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Calculated Risk

OCTOBER 29, 2024

S&P/Case-Shiller released the monthly Home Price Indices for August ("August" is a 3-month average of June, July and August closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 4.2% Annual Gain in August 2024 The S&P CoreLogic Case-Shiller U.S.

Assets 73

Assets Marketing Marketing 73

Wealth Management

OCTOBER 29, 2024

The company, which launched in early 2024, has raised $21 million to date for its automated research agent product.

Startup 109

Startup 109

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Banking

Trade Brains

OCTOBER 29, 2024

Intel, once the undisputed leader in semiconductor manufacturing, faces significant challenges today. The company struggles to keep pace with rivals NVIDIA, AMD, and TSMC. Their market share continues to shrink in key segments. Moreover, competitors now lead in both innovation and production capabilities. During the last 5 years, the stock price of Intel Corporation has plummeted by more than 60% as it keeps trailing behind other chip manufacturers in the AI race.

Manufacturing 69

Manufacturing Investments Investing Investment Advisor 69

Wealth Management

OCTOBER 29, 2024

A Georgia-based advisor is also moving from Edward Jones to Raymond James’ independent advisor channel.

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A Wealth of Common Sense

OCTOBER 29, 2024

Lee Child spent nearly 20 years of his career working in television. Then he got laid off. With no fallback plan, he started writing a novel about an ex-military cop named Reacher who traveled from town to town cleaning up ruffians with nothing but a toothbrush and the clothes on his back. He’s now written nearly 30 books1 in the Reacher series which has spawned two movies2 and a TV show.

Planning 66

Planning 66

Financial Symmetry

OCTOBER 29, 2024

Investing can feel like a battle between two polar opposites within us, the rational and the emotional, just like the classic story of Dr. Jekyll and Mr. Hyde. This week, Dr. Jekyll and Mr. Hyde are our model investors, and … Continued The post Do You Invest Like Dr. Jekyll or Mr. Hyde? Ep #227 appeared first on Financial Symmetry, Inc.

Investments 64

Investments Investing 64

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

Calculated Risk

OCTOBER 29, 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. • 8:15 AM, The ADP Employment Report for October. This report is for private payrolls only (no government). The consensus is for 108,000 jobs added, down from 143,000 in September. • 8:30 AM, Gross Domestic Product, 3rd quarter 2024 (advance estimate).

Sales 62

Sales Government 62

Advisor Perspectives

OCTOBER 29, 2024

Most advisors grow by referral and word of mouth. But what happens when your clients stop talking about you? Here are three ways to start marketing.

Marketing 94

Marketing Marketing Clients 94

Calculated Risk

OCTOBER 29, 2024

The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2024 today. The results of this survey were significantly distorted by the pandemic in 2020. This report is frequently mentioned by analysts and the media to track household formation, the homeownership rate, and the homeowner and rental vacancy rates. However, there are serious questions about the accuracy of this survey.

Numbers 62

Numbers Media Sales 62