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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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.
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: 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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 9, 2024
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.
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.
Calculated Risk
DECEMBER 9, 2024
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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.
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.
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.
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
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.
Cornerstone Financial Advisory
DECEMBER 9, 2024
Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow Industrials lost 0.60 percent. The Standard & Poors 500 Index added 0.96 percent.
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.
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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.
Calculated Risk
DECEMBER 9, 2024
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.
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!
Calculated Risk
DECEMBER 9, 2024
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