Abnormal Returns
OCTOBER 23, 2024
Companies Google's ($GOOGL) big businesses are in a slow, decline. (wheresyoured.at) Starbucks' ($SBUX) new CEO is clearing the decks. (bloomberg.com) Walmart ($WMT) is expanding home delivery of pharmaceuticals. (fastcompany.com) Finance Howard Marks thinks nearly every investor should look at private debt. (on.ft.com) Banks are increasingly backing capital call loans.
Nerd's Eye View
OCTOBER 23, 2024
While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee fo
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Abnormal Returns
OCTOBER 23, 2024
Podcasts Joe Weisenthal and Tracy Alloway talk mortgages with Tom Graff, CIO of Facet. (podcasts.apple.com) Khe Hy talks with Erin Skinner about the challenges of mid-life. (youtube.com) Jonathan Clements Christine Benz talks with Jonathan Clements about the 'small pleasures.' (morningstar.com) Clark Howard has an honest conversation about death with Jonathan Clements.
The Big Picture
OCTOBER 23, 2024
 At The Money: BlackRock on Building a Bond Ladder (October 23, 2024) Full transcript below. ~~~ About this week’s guest: Karen Veraa is a Fixed Income Product Strategist within BlackRock’s Global Fixed Income Group focusing on iShares fixed-income ETFs. She supports iShares clients, generates content on fixed-income markets and ETFs, develops new fixed-income iShares ETF strategies, and partners with the iShares team on product delivery.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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 23, 2024
The tech firm has quietly become a key cog in the alternative investment ecosystem.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
OCTOBER 23, 2024
Deloitte has released a promising forecast for India’s economic growth. The report predicts GDP growth between 7 and 7.2 percent for FY 2024-2025. Moreover, this matches the RBI’s own growth projection of 7.2 percent. Dr. Rumki Majumdar sees India’s economy showing strong resilience after the election period. The country maintains its position among the world’s fastest-growing large economies.
Wealth Management
OCTOBER 23, 2024
How a versatile planning tool can benefit clients and advisors alike.
Calculated Risk
OCTOBER 23, 2024
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.84 million SAAR in September, New Cycle Low Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 3.5% year-over-year compared to September 2023. This was the thirty-seventh consecutive month with sales down year-over-year.
Wealth Management
OCTOBER 23, 2024
Equities, in particular, have historically shown robust performance during these intervals of stable inflation.
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.
Trade Brains
OCTOBER 23, 2024
Benchmark indices fell in early trade amid selling pressure on Monday. The BSE Sensex index lost 299 points to open at 79,921.13, down by 0.37 percent, in early trade. On the other hand, the Nifty 50 index opened at 24,378.15, down by 93.95 points or 0.38 percent. However, investment and brokerage firm Prabhudas Lilladher has advised buying a few PSU stocks for 1 year.
Wealth Management
OCTOBER 23, 2024
The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg and Grant Rawdin hope the initiative will help firms adopt best practices for servicing communities.
Trade Brains
OCTOBER 23, 2024
The zinc market has witnessed a remarkable upturn, with prices climbing steadily to Rs 289.6 per kilogram. Moreover, this surge stems from China’s economic stimulus measures and growing supply concerns in global markets. Consequently, the International Lead and Zinc Study Group now predicts a substantial deficit of 164,000 tonnes in 2024. Furthermore, this dramatic shift from an expected surplus has intensified market pressure.
Wealth Management
OCTOBER 23, 2024
Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, according to a new NASAA report.
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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.
Calculated Risk
OCTOBER 23, 2024
From the NAR: Existing-Home Sales Slid 1.0% in September Existing-home sales drew back in September, according to the National Association of REALTORS®. Three out of four major U.S. regions registered sales declines while the West experienced a sales bounce. Year-over-year, sales fell in three regions but grew in the West. Total existing-home sales – completed transactions that include single-family homes, townhomes, condominiums and co-ops – receded 1.0% from August to a seasonally adjusted ann
Wealth Management
OCTOBER 23, 2024
A recent study identifies gender and age as significant influencers in philanthropy.
Calculated Risk
OCTOBER 23, 2024
From WardsAuto: October U.S. Light-Vehicle Sales Forecast to Start Q4 with Small Gain (pay content). Brief excerpt: The fourth quarter is forecast to total 4.13 million units, 6.0% above year-ago’s 3.89 million, which was tamped down because of labor-related strikes at three automakers that pared inventory emphasis added Click on graph for larger image.
Wealth Management
OCTOBER 23, 2024
Wednesday, November 20, 2024 | 1:00 PM Eastern Standard Time
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
Calculated Risk
OCTOBER 23, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture firm billings worsened in September The AIA/Deltek Architecture Billings Index (ABI) score was 45.7 for the month , as the majority of firms continued to report declining billings. Despite recently announced rate cuts by the Federal Reserve, clients are still cautious about future projects.
Wealth Management
OCTOBER 23, 2024
John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co.
A Wealth of Common Sense
OCTOBER 23, 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 to subscribe to our new show, The Unlock! On today’s show, we discuss: Come work with us at the Philly office! The American economy has left other rich countries in the dust WhatR.
Wealth Management
OCTOBER 23, 2024
Open, honest and candid discussion about using data to cross sell, whether the DC system can handle a mobile workforce, a sea change happening now and more.
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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.
Diamond Consultants
OCTOBER 23, 2024
Competition and an expanded landscape of options have resulted in additional deal structures for transitioning advisors. Advisors are a lucky lot: They have many ways to monetize their life’s work and take advantage of new opportunities for growth, both in the short and long term. The transition deal is one way that advisors can financially de-risk a move through what is traditionally known as a forgivable loan—a note that typically binds the advisor to the firm for a given length of time.
Calculated Risk
OCTOBER 23, 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 247 thousand initial claims, up from 241 thousand last week. • Also at 8:30 AM, Chicago Fed National Activity Index for September. This is a composite index of other data. • At 10:00 AM, New Home Sales for September from the Census Bureau.
SEI
OCTOBER 23, 2024
Net Sales Events, AUM, and AUA Drive Record Quarter
Calculated Risk
OCTOBER 23, 2024
Fed's Beige Book On balance, economic activity was little changed in nearly all Districts since early September , though two Districts reported modest growth. Most Districts reported declining manufacturing activity. Activity in the banking sector was generally steady to up slightly, and loan demand was mixed, with some Districts noting an improvement in the outlook due to the decline in interest rates.
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!
Steve Sanduski
OCTOBER 23, 2024
Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services.
Advisor Perspectives
OCTOBER 23, 2024
Determining your client’s risk tolerance is a critical first step in constructing a tailored investment portfolio.
Trade Brains
OCTOBER 23, 2024
These two micro-cap companies surged after announcing bonus share issuance alongside strong financial performance and strategic initiatives. Stock Movement of both companies Linc Limited and Sky Gold Limited demonstrated positive momentum. Linc opened at ₹671 and is currently trading at ₹665.50, after touching a high of ₹697.40, marking an 8% surge.
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