Abnormal Returns
NOVEMBER 4, 2024
Podcasts Meb Faber and Wes Gray talk about how ETFs unlock tax efficiency and the launch of the Cambria Tax Aware ETF ($TAX). (podcasts.apple.com) Ben Carlson and Michael Batnick talk with Nate Conrad of Stone Ridge about how LifeX ETFs operate. (awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon.
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol
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The Big Picture
NOVEMBER 4, 2024
My back-to-work morning train WFH reads: • Meet the ‘super users’ who tap AI to get ahead at work : Workers say using AI tools like ChatGPT every day supercharges their efforts and saves them time on the job. ( Washington Post ) • Defining Bull and Bear Markets : There are some loosely accepted definitions but you have secular bull and bear markets as well as cyclical bull and bear markets.
Wealth Management
NOVEMBER 4, 2024
The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.
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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
NOVEMBER 4, 2024
Altos reports that active single-family inventory was unchanged week-over-week. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024. The black line is for 2019. Inventory was up 29.8% compared to the same week in 2023 (last week it was up 30.8%), and down 19.4% compared to the same week in 2019 (last week it was down 20.7%).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
NOVEMBER 4, 2024
Gold is the ultimate security measure for central banks, which can be thought of as national treasure troves. Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. This shiny gold serves as a financial anchor, keeping things stable when markets tremble or currencies falter. It’s similar to having shining insurance coverage that never ends!
Calculated Risk
NOVEMBER 4, 2024
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month" Brief excerpt: One of the key metrics to watch for mortgage stress is early-stage delinquencies. These are borrowers that are delinquent within 6 months of origination. This was one of the obvious warning signs during the housing bubble.
Carson Wealth
NOVEMBER 4, 2024
Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains strong (as we expect), that would matter much more than just about anything else.
Trade Brains
NOVEMBER 4, 2024
The semiconductor industry, vital to modern electronics like smartphones, EVs, and AI processors, is gaining traction in India due to rising EV demand and infrastructure growth. A low debt-to-equity ratio, particularly under 1, indicates a company’s preference for equity over debt, reflecting lower financial risk. Here are a few companies in the semiconductor business known for having low debt-to-equity ratios: 1.
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
NOVEMBER 4, 2024
Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference.
XY Planning Network
NOVEMBER 4, 2024
Staying on top of your compliance tasks and responsibilities as an RIA can often seem overwhelming – especially for those whose compliance accountabilities are only part of their role. This business area may often seem the least exciting and have the least amount of management training or experience. At XYPN, we support many advisers in putting efficient and effective compliance policies and procedures into place and refining various aspects of their compliance program to know what to do when th
Wealth Management
NOVEMBER 4, 2024
A single-minded strategy of tax avoidance is often not in a client’s best interest.
Trade Brains
NOVEMBER 4, 2024
One of the prominent Micro-Cap defence equipment manufacturers, specialising in advanced machine tools and indigenous submachine guns for military operations, has plunged 6% after being named in the US Treasury Department’s sanctions list. Share Price Movement Following the announcement, Lokesh Machines stock experienced significant turbulence in the market.
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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.
Wealth Management
NOVEMBER 4, 2024
A number of new ETFs launched in October focused on large cap stocks.
Financial Symmetry
NOVEMBER 4, 2024
What is the difference between an HSA and an FSA? Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. You may … Continued The post The Differences Between an HSA and an FSA appeared first on Financial Symmetry, Inc.
Wealth Management
NOVEMBER 4, 2024
Thiel has founded the new RIA alongside a number of former Merrill veterans.
Advisor Perspectives
NOVEMBER 4, 2024
Bill Bernstein digs into a book that follows the complicated history of Elon Musk's chaotic acquisition of Twitter and its subsequent transformation into X.
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
NOVEMBER 4, 2024
A single-minded strategy of tax avoidance is often not in a client’s best interest.
Calculated Risk
NOVEMBER 4, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Start Week Slightly Lower as Election Volatility Works Both Ways Love it or hate it, election-related volatility has been having a big impact on the bond market and, thus, mortgage rates. Mortgage rates didn't react in an extreme fashion, but the average lender moved back down toward 7% for a top tier conventional 30yr fixed scenario.
Wealth Management
NOVEMBER 4, 2024
The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.
Calculated Risk
NOVEMBER 4, 2024
This was released on Friday. From the Census Bureau reported that overall construction spending decreased: Construction spending during September 2024 was estimated at a seasonally adjusted annual rate of $2,148.8 billion, 0.1 percent above the revised August estimate of $2,146.0 billion. The September figure is 4.6 percent above the September 2023 estimate of $2,055.2 billion. emphasis added Private spending was unchanged and public spending increased: Spending on private construction was at a
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Wealth Management
NOVEMBER 4, 2024
Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.
A Wealth of Common Sense
NOVEMBER 4, 2024
Today’s Talk Your Book is sponsored by LifeX: See here for more information on the LifeX Longevity Income ETFs On today’s show, we discuss: How the Longevity Income ETFs work How this product fits within the income market What LifeX is investing in Aligning spending and financial plans with predictable cash flow Understanding bond ladders and why they work well within ETFs How the inflation-adjusted longevi.
Advisor Perspectives
NOVEMBER 4, 2024
Stocks struggled for direction, bonds rose and the dollar fell, with polls continuing to depict a tight race in the US presidential election ahead of the Federal Reserve decision.
Trade Brains
NOVEMBER 4, 2024
In a significant advancement, India and the United States have partnered to establish the multi-material military chip fabrication plant in Uttar Pradesh. This leading electronics company has emerged as a key player in this venture through its new subsidiary, strengthening its position in the technology manufacturing industry. Share Price Movement The share price of Dixon Technologies Limited has remained stable with a slight decrease of 0.57 percent to Rs. 14.377.15 per share on Tuesday.
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.
Random Roger's Retirement Planning
NOVEMBER 4, 2024
We spend a good bit of time looking at risk parity, trying to see if it can work in a retail accessible fund. There aren't too many of them and they don't seem to work very well. When I say work , I mean do what an investor would hope it would do, I don't necessarily mean accurately track the thing it is supposed to track because most of the ones that don't work are tracking correctly.
Trade Brains
NOVEMBER 4, 2024
India is emerging as a major player in the pharmaceutical industry, particularly in developing cancer drugs. With rising cancer cases, India is expected to become the cancer capital in the coming years. This growth creates immense opportunities for pharmaceutical companies specializing in oncology treatments. Some of the top manufacturers in this sector are driving advancements in chemotherapy, immunotherapy, and targeted therapies.
Validea
NOVEMBER 4, 2024
In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese’s cups), we break down Toby’s perspectives on what makes an ideal business, the critical importance of survival in investing, portfolio concentration vs diversification, and whether today’s tech giants can maintain their dominance.
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