Abnormal Returns
OCTOBER 22, 2024
Trend following Why trend following is unique. (mrzepczynski.blogspot.com) If you want trend following returns just do trend following. (klementoninvesting.substack.com) Research Want small cap exposure? Go microcap. (mailchi.mp) What ideal diversification looks like. (caia.org) AI is becoming table stakes for hedge funds. (alphaarchitect.com) European investors still prefer dividends over buybacks.
Wealth Management
OCTOBER 22, 2024
Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever.
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Abnormal Returns
OCTOBER 22, 2024
Strategy Why we diversify. (awealthofcommonsense.com) On the importance of portfolio rebalancing. (thefinancialbodyguard.com) Pessimists persist because we forget their poor predictions. (whitecoatinvestor.com) Crypto Stablecoins are emerging as the killer use case. (theblock.co) Why the identify of Satoshi matters. (bloomberg.com) The blockchain is coming for real estate.
Wealth Management
OCTOBER 22, 2024
BlackRock’s ETF head told CNBC that 13F filings have revealed that 80% of investors in spot bitcoin ETFs are direct investors and 75% have never previously owned its ETFs. J.P. Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.
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
Calculated Risk
OCTOBER 22, 2024
Every year I track seasonal retail hiring for hints about holiday retail sales. At the bottom of this post is a graph showing the correlation between October seasonal hiring and holiday retail sales. Here is a graph of retail hiring for previous years based on the BLS employment report: Click on graph for larger image. This graph shows the historical net retail jobs added for October, November and December by year.
Wealth Management
OCTOBER 22, 2024
AlphaCore founder Dick Pfister describes the firm’s investment approach that places alternatives at the core of the service offering.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 22, 2024
Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year.
Calculated Risk
OCTOBER 22, 2024
Today, in the CalculatedRisk Real Estate Newsletter: California Home Sales Up 5% SA YoY in September Excerpt: The National Association of Realtors (NAR) is scheduled to release September Existing Home Sales on Wednesday, October 23rd at 10 AM ET. The consensus is for 3.89 million SAAR, up from 3.86 million in August. Housing economist Tom Lawler estimates the NAR will report September sales of 3.83 million SAAR.
Wealth Management
OCTOBER 22, 2024
One of the lead advisors makes the move after a 25-year career at Merrill.
A Wealth of Common Sense
OCTOBER 22, 2024
The U.S. stock market has been on fire of late. But it doesn’t feel like we’ve entered the euphoric phase of investor psychology just yet. In fact, many prognosticators have been lowering expectations. Goldman Sachs put out a research piece that posits the S&P 500 could return just 3% annualized over the next 10 years (just 1% after inflation): These are their baseline assumptions and they offer a range o.
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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.
Wealth Management
OCTOBER 22, 2024
Wednesday, November 13, 2024 | 2:00 PM ET
Nerd's Eye View
OCTOBER 22, 2024
Welcome everyone! Welcome to the 408th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Maddi Keegan. Maddi is a Financial Advisor and the Director of Operations of Frazier Financial Advisors, an RIA based in Columbus, Ohio that oversees $860M in assets under management for 650 client households. What's unique about Maddi, though, is that after building a successful solo advisory firm, she then decided to merge her business with Frazier Financial Advisors, a mid-
Wealth Management
OCTOBER 22, 2024
Morningstar took a look at recent thematic fund performance in the U.S. and globally.
Discipline Funds
OCTOBER 22, 2024
You just have to love the short-term overreactions of Mr. Market. Just two months ago we get a weak employment report and investors are panicked that the Fed is too tight. Then we get a strong employment report in September and investors are panicked that the Fed is too loose. In May the 10 year interest rate was as high as 4.75%. By September it was as low as 3.6%.
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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?
Million Dollar Round Table (MDRT)
OCTOBER 22, 2024
By Antoinette Tuscano, MDRT senior content specialist The people in our lives, and the quality of those connections, matters. For instance, there are important relationships in your life that can assist with achieving your goals. And if you’re looking to accelerate the success of your critical goals, then put a relationship action plan (RAP) around that goal, said U.S. author and entrepreneur Keith Ferrazzi, in his 2023 MDRT EDGE presentation.
Trade Brains
OCTOBER 22, 2024
Right now, a lesser-known investing theme has started to play out following Prime Minister Narendra Modi’s visit to Russia. Reports suggest that Russia & India are discussing building 6 nuclear power units in India. Indian companies have been participating in the nuclear power segment ever since the growing support for nuclear as a low-carbon energy source sent uranium prices 3x since the end of 2020.
Advisor Perspectives
OCTOBER 22, 2024
The Conference Board Leading Economic Index (LEI) decreased in September to its lowest level since October 2016. The index fell 0.5% from the previous month to 99.7, marking its seventh consecutive monthly decline.
NAIFA Advisor Today
OCTOBER 22, 2024
The National Association of Insurance and Financial Advisors (NAIFA) , which empowers financial professionals and consumers through world-class advocacy, education and differentiation, today announced a strategic partnership with Practice Intel , a data analytics and performance improvement platform to help advisory firms improve the quality of advice they deliver to their clients and drive organic growth in the process.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Advisor Perspectives
OCTOBER 22, 2024
In this new economy, your prospect is assessing you, the opposite of the way things should be and used to be. The advisory industry is now officially in a trust recession.
Trade Brains
OCTOBER 22, 2024
The ever-changing dynamics of the cement industry are related to Infrastructure spending which is capex driven by the government. This has led to an increase in capacities and acquiring companies to utilize the synergy which is expected. In this article, we will look at Ambuja Cements vs Ultratech Cements which are trying to increase their market share through acquisitions and capex.
Advisor Perspectives
OCTOBER 22, 2024
I often hear my clients talk about the struggles with the next generation and how hard it is to work with them.
Trade Brains
OCTOBER 22, 2024
One of India’s leading non-banking financial companies (NBFCs), known for its robust retail lending, consumer finance, and digital-first approach, witnessed a sharp surge of over 5.8% in its stock price following the announcement of its stellar second-quarter results for the financial year 2025. The company, which specialises in consumer durables financing, personal loans, and SME lending, has maintained its strong market position with a significant increase in assets under management and
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Advisor Perspectives
OCTOBER 22, 2024
I have developed a seven-step framework that has been used countless times to assist advisors looking to build a $1 million, 100-days-off practice, as well as help leaders of seven-figure firms scale their success to new heights.
Tobias Financial
OCTOBER 22, 2024
Join us on Thursday, November 14th at 12:30 PM Eastern for our Year-end Tax Planning Webinar. When : Thursday, November 14th at 12:30 PM Eastern Registration : Click here to register. Cost : Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar. We look forward to your attendance.
Trade Brains
OCTOBER 22, 2024
One of India’s leading power stock companies engaged in the generation, transmission, and trading of power has signed a Power Purchase Agreement with Solar Energy Corporation of India Limited for 700 MW Solar Power Projects Stock Movement: With a market capitalization of Rs. 1,15,492.54 crore, the shares of JSW Energy Limited were trading at Rs. 660.80 per equity share, down nearly around 1.12 percent from its previous day’s close price of Rs. 669.80.
Accounting for Good
OCTOBER 22, 2024
Not For Profit organisations continue to make a significant difference to a large percentage of Australians.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Trade Brains
OCTOBER 22, 2024
This Maharatna PSU Company is the largest electric power transmission company in India. The PGCIL was incorporated in 1989 and it was set up to supply high-voltage direct current, extra-high voltage alternating current transmission lines in focus after receiving LOI from Rajasthan REZ. Stock Movement: Power Grid Corporation of India has a market capitalization of Rs. 2,97,665 Crores.
Random Roger's Retirement Planning
OCTOBER 22, 2024
Nate Geraci of the ETF Store is fond of saying "no one knows nothing" usually in the context of talking about Bitcoin but I think the sentiment also applies to the sentiment around long bonds. Here's a chart from Bespoke Investment Group. There was a pretty wide consensus from long before the FOMC actually made that first rate cut that investors should lock into longer bonds before those rates went down and stayed down.
Trade Brains
OCTOBER 22, 2024
Persistent Systems saw its stock soar by 10% today. The jump came after strong earnings in Q2 of FY25. Their shares hit Rs 5,672 on the BSE during Wednesday’s trading. On the NSE too, the price touched Rs 5,674. The market’s response shows growing investor confidence in the company’s performance. Impact of Result on Share Price Moreover, the company posted impressive growth in its profits.
Validea
OCTOBER 22, 2024
The Twin Momentum strategy implemented by Validea is based on research by Dashan Huang and his colleagues, who discovered that combining fundamental and price momentum could lead to significant market outperformance. Their research showed that while both types of momentum individually provided excess returns, the combination of the two factors created an even more powerful investment approach.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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