Nerd's Eye View
DECEMBER 9, 2024
For many financial advisory firms, ownership has traditionally been tied to equity, where advisors take on financial risk in exchange for legal ownership and a share of the firm's success. However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.
Abnormal Returns
DECEMBER 9, 2024
Podcasts Ashley Quamme talks with Neil Bage, co-founder of Shaping Wealth, about adviser burnout. (open.spotify.com) Ben Carlson talks with Christine Benz, author of "How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement." (awealthofcommonsense.com) The biz Charles Schwab ($SHCW) is proceeding cautiously on crypto. (riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice.
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XY Planning Network
DECEMBER 9, 2024
If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance. Heres a step-by-step guide to help you navigate a seamless transition.
Abnormal Returns
DECEMBER 9, 2024
Markets Nothing magical happens for markets on January 1st. (optimisticallie.com) You can safely ignore all those year-head strategist reports. (rupakghose.substack.com) Crypto A strategic Bitcoin reserve betrays everything about it's founding ethos. (bloomberg.com) Bitcoin and the stock market have had a positive correlation since 2020. (priceactionlab.com) Crypto types seem indifferent to crypto-related fraud.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Carson Wealth
DECEMBER 9, 2024
Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end.
A Wealth of Common Sense
DECEMBER 9, 2024
Today’s Talk Your Book is brought to you by Wasatch Global Investors See here for more information on the Wasatch Long/Short Alpha Fund On today’s show, we discuss: How the long/short portfolio is constructed Returns during bear and bull markets What stocks make a good short vs a good long How often the portfolio turns over Stock picking within small-cap growth Where the biggest dislocations in market price h.
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Don Connelly & Associates
DECEMBER 9, 2024
If youve been in this business for any amount of time, youre probably building a nest of inactive or dormant clients. These clients were once actively engaged with your advice but have since drifted away for various reasons, including changes in life circumstances, a lack of consistent communication, or a bad experience. Whatever the reason, it may be time to fish or cut bait to either reengage with them or move on completely.
Indigo Marketing Agency
DECEMBER 9, 2024
Reflect, Connect, and Grow: A Holiday Message From the Indigo Team! As the year comes to a close, were taking a moment to reflect on the meaningful work weve accomplished together. At Indigo Marketing Agency, we believe that financial advisors do more than just crunch numbersthey build trust, guide clients through lifes challenges, and create lasting connections.
Zoe Financial
DECEMBER 9, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 9th, 2024 Watch Time: 4.3 minutes Welcome to this week’s Market Drama! Stock Market Updates Market was up for three consecutive weeks. S&P 500 : Up 1% for the week and 27.7% YTD. Nasdaq : Up 3.3% for the week and 32.3% YTD. Earnings: Next years earnings growth is expected to be around 14% YoY, compared to roughly 9% this year.
Alpha Architect
DECEMBER 9, 2024
Underreaction to continuous news plays a key role in generating momentum internationally. Frog in the Pan Momentum: International Evidence was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. The CFP Fast Track pathway offers an accelerated route to this prestigious certification, making it an attractive option for experienced finance professionals.
Alpha Architect
DECEMBER 9, 2024
The following factor performance modules have been updated on ourIndex website. Global Factor Performance: December 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Financial Symmetry
DECEMBER 9, 2024
Have you ever been in the middle of a road trip, and then all of a sudden, you come upon a roadblock? Maybe unexpected traffic adds a half hour or more to your journey? The delay creates frustration as … Continued The post Retirement Roadblocks You May Encounter, Ep #230 appeared first on Financial Symmetry, Inc.
Validea
DECEMBER 9, 2024
We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from: Jim Paulsen on understanding your true impact as an investor Cliff Asness on the importance of looking at your portfolio less frequently Aswath Damodaran on preserving and growing wealth vs. chasing returns Jared Dillian on avoiding c
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Big Picture
DECEMBER 9, 2024
My back-to-work morning train WFH reads: Why Your Leveraged $MSTR ETF is Sloppy : They’re unpredictable, expensive and messy, but other than that… ( Echo Beach ) How To Avoid Investment Fruit Loops : Fluorescent-colored food and over-hyped investments have something in common. Both use distraction as their chief selling point. Staying focused on the ingredients comprising your food and investments is time well spent.( A Teachable Moment ) Bitcoin Soars Past $100,000 on Trumps Pro-
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