Abnormal Returns

OCTOBER 18, 2024

Listening How much Spotify ($SPOT) is paying to audiobook publishers. (axios.com) Artists can now create a playlist for concerts and tours on Apple ($AAPL) Music. (techcrunch.com) Spotify ($SPOT) has a 'fake album' problem. (arstechnica.com) Trading Steve Strazza and Sean McLaughlin talk with Matt Kenah about his path through trading the markets. (stockmarkettv.com) Matt Zeigler talks with Brent Donnelly author of "50 Trades in 50 Weeks: One year of good ideas, dumb mistakes, and timeless tradin

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Nerd's Eye View

OCTOBER 18, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab has revealed changes to its technology offerings in the wake of its merger with TD Ameritrade, bringing over several popular TD tools, including portfolio rebalancing tool iRebal, its Model Market Center model management service, and its trading platform thinkpipes, likely in an effort to keep former TD users (many of whom were accustomed to this software) o

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Financial Planner Risk Tolerance Financial Planning Wealth Management 176

The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. Higgins focuses on handling distressed securities, real estate investments and credit. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.

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Portfolio Management Management Portfolio Investments 144

Alpha Architect

OCTOBER 18, 2024

There’s no reason to think that the use of AI should lead to persistent fund outperformance, with any advantages gained likely being short lived. Artificial Intelligence, Textual Analysis and Hedge Fund Performance was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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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

Wealth Management

OCTOBER 18, 2024

Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.

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Recruitment Economics Clients 116

Trade Brains

OCTOBER 18, 2024

Accenture’s recent financial results and business outlook have set an intriguing benchmark for the Indian IT industry. As a global leader in consulting and technology services, Accenture’s performance often signals trends that ripple through the sector. Indian IT giants like Tata Consultancy Services (TCS) and Infosys closely watch Accenture’s results to gauge market conditions and client spending patterns.

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Wealth Management

OCTOBER 18, 2024

Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.

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Marketing Marketing 109

Calculated Risk

OCTOBER 18, 2024

From BofA: Since our last weekly publication, our 3Q GDP tracking estimate increased by four-tenths to 3.0% q/q saar. [Oct 18th estimate] emphasis added From Goldman: On net, we lowered our Q3 GDP tracking estimate by 0.1pp to +3.1% (quarter-over-quarter annualized). [Oct 17th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 3.4 percent on October 18, unchanged from October 17 after rounding

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Investments Investing 67

Wealth Management

OCTOBER 18, 2024

Tidal has filed for eight new so-called pair trades — which go long and short on two opposing stocks — in the ETF wrapper and under a trademarked “Battleshares” tag.

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Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Sales

Calculated Risk

OCTOBER 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).

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Retail 57

Wealth Management

OCTOBER 18, 2024

Fossils are fetching high prices at auction, as anonymous buyers bid millions for a piece of history and a dash of celebrity. But none of that money serves science.

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Marketing Marketing 90

Advisor Perspectives

OCTOBER 18, 2024

Sales of Apple Inc.’s newest iPhones in China are up 20% in their first three weeks compared with 2023’s model, a positive sign for a device that struggled this year to gain traction in the world’s largest smartphone market.

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Sales Marketing Marketing 59

Wealth Management

OCTOBER 18, 2024

Post-acquisition plans for Foundation Source and Vennfi include the rollout of a turnkey white-label platform for RIAs and IBDs.

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Planning 105

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Accounting

Discipline Funds

OCTOBER 18, 2024

Here are some things I think I am thinking about. 1) The stock market boom/bust cycle. How should we think about the bull market in stocks in the context of its Covid era rollercoaster ride? Should we get the urge to chase the current bull market? Should we get more defensive in preparation for another bust? The simple answer is that the short-term movements of the stock market should be irrelevant to your financial plan assuming you have a well constructed temporally diversified portfolio.

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Financial Planning Asset Allocation Assets Insurance 52

Validea

OCTOBER 18, 2024

Joel Greenblatt’s Magic Formula is an investment strategy outlined in his book “The Little Book That Beats the Market.” The formula aims to identify high-quality companies trading at attractive valuations. It focuses on two key metrics: return on capital and earnings yield. The idea is to find companies that are both profitable (high return on capital) and undervalued (high earnings yield) relative to other companies in the market.

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Valuation Portfolio Investments Investing 52

Advisor Perspectives

OCTOBER 18, 2024

The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.

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Financial Advisor Numbers 52

Validea

OCTOBER 18, 2024

Warren Buffett and Peter Lynch are two of the most renowned investors of all time, each with their own distinct approaches to finding great companies. While their strategies differ in many ways, there are currently five stocks that manage to satisfy the criteria of both investing legends, according to Validea’s guru-based models. Let’s examine why these companies have caught the attention of both the Oracle of Omaha and the mutual fund maestro.

Retail 52

Retail Financial Services Valuation Management 52

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

Advisor Perspectives

OCTOBER 18, 2024

We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust jobs report, followed by a janky and above-expectations inflation report.

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Trade Brains

OCTOBER 18, 2024

Copper, often called the “red metal,” plays a crucial role in various industries, especially electronics. Its excellent conductivity makes it indispensable for electrical wiring, circuit boards, and connectors in smartphones, computers, and other devices. Moreover, copper’s durability and corrosion resistance make it ideal for plumbing, construction, and transportation.

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Manufacturing Electronics Economics Economy 52

Advisor Perspectives

OCTOBER 18, 2024

Around 110 million years ago, a dinosaur went hunting. Stalking through ferns along a riverbank, he twitched his nose to the wind and caught scent of a plant-eater ahead. His head darted upward. His eyes locked on the target. The dinosaur drew his sickle claws upward, ready to make a lethal strike. But something wasn’t right.

Marketing 52

Marketing Marketing 52

Trade Brains

OCTOBER 18, 2024

Sunlite Recycling Industries Ltd, a leading manufacturer of copper products, has announced a strategic forward integration and expansion into new product lines. The company’s stock price has shown positive movement following this news. Stock price movement Sunlite Recycling Industries share price is up by 2.32% as of September 18, 2024. This uptick follows the company’s announcement of its expansion plans and new product launch.

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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.

Banking

Advisor Perspectives

OCTOBER 18, 2024

Netflix Inc. added more than 5 million customers in the third quarter and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood.

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Trade Brains

OCTOBER 18, 2024

Finanace Stock engaged in the business of providing vehicle credit solutions company up by 3.51%. After the announcements of consideration of discussing an equity share split, approve September quarter financial results, and declare an interim dividend. Stock Movement: Shriram Finance Limited’s share has gained by 3.51% from today’s opening of Rs. 3,223.80.

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Insurance Transportation Financial Services Portfolio 52

Carson Wealth

OCTOBER 18, 2024

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss key factors such as rising inflation, the surge in small- and mid-cap stocks, and why investors remain calm despite higher CPI and PPI numbers. As we move into Q4, they also explore: Whether seasonal trends might help to alleviate inflation How hurricanes could impact the Fed’s future decisions How the election could sway the markets And more!

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Numbers Marketing Marketing Investing 52

Trade Brains

OCTOBER 18, 2024

The Indian investment banking landscape is undergoing significant changes. From its historical roots to recent developments, the sector is evolving rapidly. Moreover, the introduction of AI and other technological advancements is reshaping the industry’s future. A Brief History and Current State Investment banking in India traces its origins to the 19th century.

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Banking Economics Investments Investing 52

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

Carson Wealth

OCTOBER 18, 2024

Carson Wealth’s Russ Nieland   CFP®, AIF®Managing Director, Partner and Wealth Advisor and Josh Volgarino , CFP Ⓡ , ChFC Ⓡ , WMCP Ⓡ , CExP Ⓡ Wealth Advisor discuss strategies of Exit Planning. The post Exit Planning appeared first on Carson Wealth.

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Planning Wealth Advisor CFP Management 52

Trade Brains

OCTOBER 18, 2024

Bitcoin is the most well-known cryptocurrency, having come a long way since its debut on the deep web in 2009. Its price has surged drastically since then, and now we are witnessing increasing institutional involvement in the crypto ecosystem. Cryptocurrency adoption has grown, and many traditional market players are stepping in, including through the recent launch of Bitcoin ETFs, which, despite a decrease in inflows this September, remain a success.

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Investments Investing Assets Marketing 52

Truemind Capital

OCTOBER 18, 2024

Think of navigating a river—sometimes the water is calm and steady, other times it’s turbulent, but at the end, there’s a rewarding view. That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. It’s been a mix of strength and growth, even as global uncertainty ripples through. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards AL

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Financial Market Marketing Marketing Asset Allocation 52