Abnormal Returns

NOVEMBER 6, 2024

Prediction markets Prediction markets got things right this go round. (coindesk.com) When election prediction markets pay out. (axios.com) One thing prediction markets got wrong. (axios.com) Finance Now is a good time to be selling a private credit manager. (ft.com) More ETFs, means a need for more tickers. It's getting cutthroat out there. (finance.yahoo.com) Apple Apple ($AAPL) is investing in Globalstar to support satellite capabilities.

Financial Advising 167

Financial Advising Economy Media Sales 167

The Big Picture

NOVEMBER 6, 2024

 ATM: Title At the Money: What Never Changes with Money (November 6, 2024) As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. Full transcript coming soon. ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.

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Abnormal Returns

NOVEMBER 6, 2024

Podcasts Christine Benz and Amy Arnott talk the state of retirement with Anne Tergensen of the WSJ. (morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. (ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller. (podcasts.apple.com) Taxes A year-end tax planning checklist. (kindnessfp.com) How to think about taxes in early retirement.

Estate Planning 167

Estate Planning Tax Planning Retirement Taxes 167

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients' personal priorities and life goals.

Clients 130

Clients Planning Financial Planner Financial Planning 130

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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

Calculated Risk

NOVEMBER 6, 2024

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 10.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending November 1, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 10.8 percent on a seasonally adjusted basis from one week earlier.

Marketing 99

Marketing Marketing 99

Wealth Management

NOVEMBER 6, 2024

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 97

Assets 97

Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. What are REITs? Real Estate Investment Trusts (REITs) have revolutionised property investment in India. These companies manage profitable real estate portfolios across various sectors.

Investments 94

Investments Investing Distribution Portfolio 94

Wealth Management

NOVEMBER 6, 2024

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 97

Assets 97

Calculated Risk

NOVEMBER 6, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 230 thousand initial claims, up from 227 thousand last week. • At 2:00 PM, FOMC Meeting Announcement. The Fed is expected to cut rates 25bp at this meeting. • At 2:30 PM, Fed Chair Jerome Powell holds a press briefing following the FOMC announcement.

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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

NOVEMBER 6, 2024

Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?

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Advisor Perspectives

NOVEMBER 6, 2024

The idea that money can’t buy you happiness is one of the world’s most persistent tropes. King Midas is granted his wish that everything he touches will turn to gold only to starve to death.

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Wealth Management

NOVEMBER 6, 2024

Will Warren Buffett's decision to leave his fortune to charity create harmony or discord among his children?

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94

Advisor Perspectives

NOVEMBER 6, 2024

Humans are wired for "self-focus," but shifting to "other-focus" can help advisors build better relationships with clients.

Clients 76

Clients 76

Advertisement

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.

Banking

Wealth Management

NOVEMBER 6, 2024

The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.

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Trade Brains

NOVEMBER 6, 2024

The Nifty 50 index has experienced a significant correction, falling from a high of 26,277 to a low of 24,400, representing a decline of approximately 7.14%. This sharp pullback has led to broader market volatility, but it has also created opportunities for investors. Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, s

Banking 59

Banking Distribution Valuation Retail 59

Wealth Management

NOVEMBER 6, 2024

The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.

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Calculated Risk

NOVEMBER 6, 2024

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Another monthly update on rents. Tracking rents is important for understanding the dynamics of the housing market. Slower household formation and increased supply (more multi-family completions) has kept asking rents under pressure. Welcome to the November 2024 Apartment List National Rent Report.

Numbers 58

Numbers Marketing Marketing 58

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

NOVEMBER 6, 2024

A matter of critical importance to the merely well-to-do.

Insurance 104

Insurance Assets Management 104

Advisor Perspectives

NOVEMBER 6, 2024

Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

Accounting 52

Accounting 52

Wealth Management

NOVEMBER 6, 2024

Are female clients the secret to growing your business? Find out.

Clients 98

Clients 98

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

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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.

Banking

Wealth Management

NOVEMBER 6, 2024

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue.

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Diamond Consultants

NOVEMBER 6, 2024

Co-authored by Joshua Tomolak It’s difficult not to share important and exciting information—but news of your move leaking prematurely can turn manageable challenges into catastrophes. There’s a saying that can’t ring truer: Word travels fast. Whether or not you are actively thinking of making a move, advisors must remain vigilant in protecting their confidentiality around any due diligence they perform.

Fiduciary Duty 52

Fiduciary Duty Clients Education Consulting 52

Wealth Management

NOVEMBER 6, 2024

A matter of critical importance to the merely well-to-do.

Insurance 95

Insurance Assets Management 95

Advisor Perspectives

NOVEMBER 6, 2024

Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.

Government 52

Government Investing Investments 52

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.

Financial Advice

Wealth Management

NOVEMBER 6, 2024

A matter of critical importance to the merely well-to-do.

Insurance 93

Insurance Assets Management 93

A Wealth of Common Sense

NOVEMBER 6, 2024

Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for 20% off your initial YCharts professional subscription See here for more information on adding futures to your portfolio with CME Group See here for info on Animal Spirits live with F/m Investments in Chicago! Listen here: On today’s show, we discuss: Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells.

Investments 52

Investments Investing Portfolio 52

Advisor Perspectives

NOVEMBER 6, 2024

When Covid-19 brought the US economy to a standstill in the spring of 2020, America’s top executives called for a “national conversation” about the need for workers to return to work, warning of an “economic catastrophe” if they didn’t.

Economy 52

Economy Economics 52