Nerd's Eye View

OCTOBER 29, 2024

Welcome, everyone! Welcome to the 409th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Travis Hornsby. Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

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 163

Financial Advising Media Investment Planning Economy 163

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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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

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.

Accounting

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 118

Assets Clients Investing Investments 118

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 116

Wealth Advisor Investing Investments Assets 116

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 104

Banking 104

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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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 99

CFP Financial Advisor Clients Management 99

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.

Accounting

Wealth Management

OCTOBER 29, 2024

Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.

Consulting 111

Consulting Financial Planning Planning Investing 111

NAIFA Advisor Today

OCTOBER 29, 2024

Mark Tiralosi's career in financial services began with a personal tragedy. In 1984, while pursuing his graduate studies at Florida State University, he experienced the sudden loss of his father due to a heart attack. This event not only prompted him to seek a career in the life insurance industry but also ignited a lifelong commitment to helping others navigate their financial futures.

Financial Services 98

Financial Services Insurance 98

Wealth Management

OCTOBER 29, 2024

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

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Startup 111

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 98

Manufacturing Investing Investments Investment Advisor 98

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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.

Accounting

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 111

Compliance 111

Advisor Perspectives

OCTOBER 29, 2024

There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.

Clients 89

Clients 89

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 110

Wealth Management Management 110

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 89

Marketing Marketing Clients 89

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

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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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

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 108

Estate Planning Planning 108

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 75

Assets Marketing Marketing 75

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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

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 105

Wealth Management Management 105

Advisor Perspectives

OCTOBER 29, 2024

Here, we'll explore why serving family offices is a natural fit for many RIAs, discuss the considerations that need to be factored in when launching an MFO practice, and offer a roadmap for successfully building one.

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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.

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Wealth Management Management 105

Calculated Risk

OCTOBER 29, 2024

Today, in the Calculated Risk Real Estate Newsletter: Lawler: Mortgage Rates Have Surged Since the Federal Reserve Cut Interest Rates Last Month Excerpt: From housing economist Tom Lawler: Folks who expected that mortgages rates would decline when the Federal Reserve began cutting its federal funds rate target range have been dazed and confused over the last month and a half.

Economics 64

Economics Marketing Marketing 64

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

Wealth Management

OCTOBER 29, 2024

The new platform provides single sign-on access to an advisor's applications and resources.

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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.

Investing 64

Investing Investments 64

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. Right now, few of them use advisors regularly. Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Build trust by providing helpful content and sharing experiences they can relate to.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52