Abnormal Returns
OCTOBER 21, 2024
Podcasts Frazer Rice talks RIA marketing with Richard Heft, President of EXT Marketing. (frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings. (podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. (youtube.com) The biz Schwab Advisor Solutions will look to boost revenue, just not through custody fees.
The Big Picture
OCTOBER 21, 2024
The transcript from this week’s, Transcript: Brian Higgins, King Street , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:09 [Speaker Changed] This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:15 [Speaker Changed] I’m Barry Ritholtz, you are listening to Masters in Business on Bloomberg Rad
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Nerd's Eye View
OCTOBER 21, 2024
For small advisory firms that are beginning to grow and ready to add new staff, a Client Service Associate (CSA) or similar support role is a common early hire. Ideally, this person will free up an advisor's time to let them focus on other tasks (which are likely income-producing and will allow the advisor to continue to grow the firm). However, if a new CSA is not onboarded well, then advisors run the risk of taking on additional management responsibilities without a corresponding lift in task
Calculated Risk
OCTOBER 21, 2024
Altos reports that active single-family inventory was up 1.0% week-over-week. Inventory is now up 49.7% from the February seasonal bottom. 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 33.4% compared to the same week in 2023 (last week it was up 34.0%), and down 21.0% compared to the same week in 2019 (last week it was down 22.6%).
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
OCTOBER 21, 2024
According to the SEC division’s exam priorities, Reg BI compliance and the use of crypto assets are other areas of focus for the upcoming year.
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Wealth Management
OCTOBER 21, 2024
Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.
Darrow Wealth Management
OCTOBER 21, 2024
If your company (e.g. the target company) is getting acquired, you’ll want to understand what happens to your stock. When a company buys another company, what can happen to your stock depends on several factors, including if you own stock outright or vested/unvested stock options/RSUs. Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company.
Wealth Management
OCTOBER 21, 2024
In the newly created position, Abbey Eastham, a former senior investment solutions manager at Cetera, will manage the relationship between Realta and its network of over 150 advisors.
XY Planning Network
OCTOBER 21, 2024
Join us at XYPN LIVE 2024 for the AdviceTech Competition, where innovative solutions are showcased, with CurrentClient winning Best in Show and Quivr CRM as Advicer’s Choice!
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
OCTOBER 21, 2024
With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.
Advisor Perspectives
OCTOBER 21, 2024
A dark cloud will be hanging over Boeing Co. when it releases its third-quarter earnings report Wednesday morning and Chief Executive Officer Kelly Ortberg, who has only been in the job since August, presides over his first quarterly conference call with analysts for the storied planemaker.
Wealth Management
OCTOBER 21, 2024
StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.
Random Roger's Retirement Planning
OCTOBER 21, 2024
A couple of quick hits today. This chart of alternative strategies is from a webinar that the ReturnStacked guys put on last week. And here is a correlation matrix and you can see the order that I have the proxies listed, corresponds with the chart above. For the most part, the correlations to the S&P 500 are quite low. Yesterday, I talked about using this screening process as a first step to exploring diversifiers.
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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
OCTOBER 21, 2024
The deal with Pegasus Partners is the largest since Lido sold a minority stake to private equity firm Constellation Wealth Partners earlier this year.
Advisor Perspectives
OCTOBER 21, 2024
Rather than go back and reminisce about the articles I’m most proud of, I think a better exercise is to look at those I got wrong and reflect on what might be learned.
Wealth Management
OCTOBER 21, 2024
The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.
Trade Brains
OCTOBER 21, 2024
One of the leading FMCG stocks engaged in the business of providing popular brands such as Tata Tea, Tetley, Eight O’Clock Coffee, Tata Salt, and Tata Sampann has plunged by over 8.5% after the announcement of the September quarter of the financial year 2025. Stock Movement: After announcing its quarterly results, Tata Consumer Products Limited’s share has plunged by 8.59%.
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
OCTOBER 21, 2024
Miramar Capital's Max Wasserman details the impact impact interest rate cuts have on investor mentality and misconceptions about dividend investing.
Advisor Perspectives
OCTOBER 21, 2024
Risk. It’s a tiny word for a critical investment concept, one that necessarily merits ample discussion by advisors with their clients. Unfortunately, evidence suggests this may not be happening evenly across the advisory industry.
Wealth Management
OCTOBER 21, 2024
A sea change is denoted by a radical transformation that requires a comprehensive revamp of a business’s strategies, systems, processes or structures.
Financial Symmetry
OCTOBER 21, 2024
When thinking about preparing tax returns each year, many taxpayers have a binary view about the outcome that looks something like this: Owe Tax: BAD Receive Refund: GOOD While this may be the case if you are living paycheck-to-paycheck and … Continued The post Goals of Tax Planning appeared first on Financial Symmetry, Inc.
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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
OCTOBER 21, 2024
The agency said the investment manager failed to adhere to its own investment criteria on three ESG-marketed ETFs that WisdomTree shuttered earlier this year.
Calculated Risk
OCTOBER 21, 2024
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.34% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.34% as of September 30, 2024. According to MBA’s estimate, 170,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.3 million borrowers since March 2020.
Wealth Management
OCTOBER 21, 2024
StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.
Calculated Risk
OCTOBER 21, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: "Looser market conditions for the ninth consecutive quarter" Excerpt: From the NMHC: Though the Apartment Market Continues to Loosen, Deal Flow Increases for Third Consecutive Quarter as Debt and Equity Conditions Improve Apartment market conditions showed signs of improvement in the National Multifamily Housing Council’s (NMHC’s) October 2024 Quarterly Survey of Apartment Market Conditions.
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
OCTOBER 21, 2024
Community foundations are an excellent resource for estate attorneys seeking to develop customized charitable giving strategies for their clients.
Trade Brains
OCTOBER 21, 2024
Russia’s central bank has announced plans to purchase silver as part of its reserves, a move that could significantly impact global silver prices amid ongoing geopolitical tensions. This decision marks a shift from the traditional focus on gold reserves by central banks and could have far-reaching consequences for the global precious metals market and industries reliant on silver.
Wealth Management
OCTOBER 21, 2024
Heading toward Election Day, four congressional committee leaders offer clues about their priorities.
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