Abnormal Returns
JULY 18, 2024
Markets A great visualization of how calm the U.S. stock had been up until this week. (sherwood.news) Legalized gambling is illegal in India, but online stock trading is not. (on.ft.com) Finance Private equity is sitting on record dry powder. (institutionalinvestor.com) No one really knows where that capital is headed. (ft.com) Private credit has plenty of capital to put to work as well.
Carson Wealth
JULY 18, 2024
Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The Bloomberg US Aggregate Bond Index outperforms short-term Treasuries in the second half of the year. Here we sit at midyear, and many investors should be feeling pretty good.
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Abnormal Returns
JULY 18, 2024
Books Jack Raines talks with Nat Eliason author of "Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance." (sherwood.news) An excerpt from "The Techno-Humanist Manifesto" by Jason Crawford. (freethink.com) Global China's debt reckoning is ongoing. (wsj.com) How Ukraine spun up a defense industry. (bloomberg.com) Colombia is awash in cocaine.
A Wealth of Common Sense
JULY 18, 2024
A reader asks: As someone that spends too much time thinking about buying a lake house, I would love to hear your thoughts. The argument that you will feel tied down and obligated to go to the lake house at the expense of other travel worries me. A few weeks ago I wrote about my all-time high in savings and why it was a mistake. Here’s something I shared: But I no longer feel it’s necessary to go over and abov.
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.
Wealth Management
JULY 18, 2024
LPL Financial’s liquidity and succession program representatives discuss what advisors, independent business owners and next gens need to consider as they grow their businesses and explore long-term and short-term options.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 18, 2024
After a rough 2022 of negative growth, many independent RIAs rebounded last year, with a median organic growth rate of 5%, according to Schwab’s RIA Benchmarking report.
Calculated Risk
JULY 18, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For June, Realtor.com reported inventory was up 36.7% YoY, but still down 32.4% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 35.8% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
JULY 18, 2024
According to the brokerage regulator, Laura Casey purchased securities in clients’ brokerage accounts when she could have avoided sales charges by using advisory accounts.
Advisor Perspectives
JULY 18, 2024
FINRA has released new data for margin debt, now available through June. The latest debt level was flat last month at $809.32 billion. Margin debt is unchanged month-over-month (MoM) and up 18.8% year-over-year (YoY). However, after adjusting for inflation, debt level is down 0.1% MoM and up 15.4% YoY.
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.
Wealth Management
JULY 18, 2024
Tom Taylor, who's been with Cetera for nearly three decades, will depart at the end of the year, while the firm searches for a replacement.
FMG
JULY 18, 2024
An excellent advisor website can make all the difference in connecting with a potential client. That’s why we’re proud to partner with LPL Financial advisors to help keep their sites up-to-date and modern, with clear value propositions, easy navigation, engaging content, and more. Here are 5 LPL Financial advisor websites that highlight what makes an advisor site great while bringing traffic to their site : 1.
Wealth Management
JULY 18, 2024
Regulatory intelligence, data management, smart workflow and data security are key tenets compliance officers will need their tools to meet going forward.
AdvicePay
JULY 18, 2024
Are disjointed workflows and manual data entry slowing down your firm’s growth? Imagine eliminating tedious tasks, improving data accuracy, and creating a seamless experience for your entire team – home office, advisors, and clients alike.
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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.
Wealth Management
JULY 18, 2024
Alternative asset investment behemoth Blackstone also teased two new funds aimed at wealth clients will launch in 2025.
Advisor Perspectives
JULY 18, 2024
In June, nominal home values increased for a 15th straight months while "real" home values declined. Last month's ZHVI came in at $363,438, up 0.2% from the previous month and up 3.8% from one year ago. However, after adjusting for inflation, the real figures are -0.1% month-over-month and -1.5% year-over-year.
Wealth Management
JULY 18, 2024
The latest RIA to sign a partnership with the alternative investment platform is Ashton Thomas Private Wealth.
Advisor Perspectives
JULY 18, 2024
In the week ending July 13th, initial jobless claims were at a seasonally adjusted level of 243,000, an increase of 20,000 from the previous week's figure. The latest reading is higher than the forecast of 229,000 jobless claims.
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
Wealth Management
JULY 18, 2024
Mo Sparks, the former director of exchange-traded products at the NYSE and a Vanguard veteran, will lead the initiative.
Calculated Risk
JULY 18, 2024
From STR: U.S. hotel results for week ending 13 July The U.S. hotel industry reported higher performance results than the previous week but lower comparisons year over year, according to CoStar’s latest data through 13 July. 7-13 July 2024 (percentage change from comparable week in 2023): • Occupancy: 69.2% (-3.7%) • Average daily rate (ADR): US$158.21 (-1.5%) • Revenue per available room (RevPAR): US$109.51 (-5.2%) emphasis added The following graph shows the seasonal pattern for the hotel occu
Wealth Management
JULY 18, 2024
Integrations between the two will enable compliance, capture and analysis of data from ChatGPT Enterprise usage.
Advisor Perspectives
JULY 18, 2024
The latest Philadelphia Fed manufacturing index remained in positive territory for a sixth straight month as manufacturing activity expanded overall. In July, the index rose to 13.9 from 1.3 in June, coming in above the forecast of 2.7. The six-month outlook increased to 38.7, its highest level in three years.
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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.
Wealth Management
JULY 18, 2024
Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.
Calculated Risk
JULY 18, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Wealth Management
JULY 18, 2024
Through the end of May, just over 100 ESG funds were launched this year, well short of the 566 launches during all of 2023.
Calculated Risk
JULY 18, 2024
The DOL reported : In the week ending July 13, the advance figure for seasonally adjusted initial claims was 243,000 , an increase of 20,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 222,000 to 223,000. The 4-week moving average was 234,750, an increase of 1,000 from the previous week's revised average.
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!
Wealth Management
JULY 18, 2024
2017’s Tax Cuts and Jobs Act was effective in encouraging corporate investment, but rising deficits may make extending it unaffordable.
NAIFA Advisor Today
JULY 18, 2024
Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services throug
Wealth Management
JULY 18, 2024
John Miller, First Eagle Investments, shares insights on a top-performing fund.
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