Abnormal Returns

OCTOBER 30, 2024

Podcasts Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the importance of both spouses being involved in their household’s financial decisions (peterlazaroff.com) Carl Richards talks with Jerry Colonna about the 'emotional landscape of money.' (50fires.com) Khe Hy talks 'career earthquakes' with Paul Millerd. (youtube.com) Christine Benz and Amy Arnott talk with Phil Moeller author of "Get What’s Yours for Medicare.

Retirement 276

Retirement Wealth Management Planning Management 276

Nerd's Eye View

OCTOBER 30, 2024

As fiduciaries, financial advisors are required to disclose any conflicts of interest that exist between themselves and their current and potential clients. The conflicts themselves can range from compensation models that impact how much money an advisor might earn as the result of a recommendation (such as specific product recommendations for advisors compensated on commission and 401(k) plan rollover recommendations for AUM-based advisors) to less direct conflicts such as 'soft dollar' benefit

Advertising 225

Advertising Commission Marketing Marketing 225

Abnormal Returns

OCTOBER 30, 2024

Rates Why rates are bucking the Fed. (sherwood.news) What's behind weakness in the long end of the curve? (apolloacademy.com) Finance Charles Schwab ($SCHW) is expanding 24-hour trading. (barrons.com) The crypto industry is licking its chops for the prospects over the next four years. (theatlantic.com) Companies Does Arm Holdings ($ARMH) have an AI future?

Financial Advising 267

Financial Advising Valuation Media Economy 267

The Big Picture

OCTOBER 30, 2024

At the Money: Getting More Out of Dividends with Shareholder Yield. Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. One alternative is shareholder yield, which includes not only dividends, but also share buybacks and debt paydowns as indicators of future gains.

Valuation 144

Valuation Investing Investments Numbers 144

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.

Accounting

Wealth Management

OCTOBER 30, 2024

On his first earnings call, newly appointed chief executive Rich Steinmeier gave no new details on the recent leadership change but struck a forward-looking tone. He added that the firm’s success is not dependent on advisors’ relationship with the CEO but rather the LPL employees they work with day-to-day.

110

110

Wealth Management

OCTOBER 30, 2024

But clients cited performance, change in service levels, and advisor moves as reasons they would switch advisors today, according to a new Dynasty study.

Clients 109

Clients 109

MainStreet Financial Planning

OCTOBER 30, 2024

I’m occasionally asked where a client should be financially compared to others. When it comes to personal finances, many people wonder how they stack up against the rest of the country. Whether it’s savings, retirement funds, or net worth, understanding where you stand can provide valuable perspective on your financial progress. While everyone’s financial journey is unique—and blanket comparisons don’t always tell the whole story—there are certain benchmarks and metrics that can help you m

Retirement 88

Retirement Financial Planning Planning Accounting 88

Wealth Management

OCTOBER 30, 2024

Dimensional Fund Advisors' Bryce Skaff offers insight into career transitions and personal growth within the wealth management industry.

Wealth Management 111

Wealth Management Management 111

Calculated Risk

OCTOBER 30, 2024

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 0.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending October 25, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 0.1 percent on a seasonally adjusted basis from one week earlier.

Government 73

Government Accounting Sales Marketing 73

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.

Accounting

Wealth Management

OCTOBER 30, 2024

The combined firm will be based in Los Angeles. In 2022, Crescent Bay received a minority investment from Merchant Investment Management.

Management 111

Management Investing Investments 111

Advisor Perspectives

OCTOBER 30, 2024

I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.

Insurance 69

Insurance Retirement Investing Investments 69

Wealth Management

OCTOBER 30, 2024

UBS is the biggest global wealth manager but lags its peers in the U.S., where it has struggled to scale up the independent broker model it uses.

Wealth Management 107

Wealth Management Management 107

Calculated Risk

OCTOBER 30, 2024

From the NAR: Pending Home Sales Advanced 7.4% in September ending home sales rose in September, according to the National Association of REALTORS®. All four major regions experienced month-over-month gains in transactions. Year-over-year, the Northeast and West registered increases while sales remained steady in the Midwest and South. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – jumped 7.4% to 75.8 in September, the highest level

Sales 67

Sales Economy Marketing Marketing 67

Advertisement

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.

Accounting

Wealth Management

OCTOBER 30, 2024

In communicationFor advisors and wealthtech firms, the goal isn’t to sound sophisticated—it’s to be understood.

122

122

Calculated Risk

OCTOBER 30, 2024

From ADP: ADP National Employment Report: Private Sector Employment Increased by 233,000 Jobs in October; Annual Pay was Up 4.6% – Private sector employment increased by 233,000 jobs in October and annual pay was up 4.6 percent year-over-year, according to the October ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).

Economy 67

Economy 67

Wealth Management

OCTOBER 30, 2024

The Quarry Lake Group is leaving Morgan Stanley for RBC. The firm is based in Baltimore and manages more than $1 billion in assets.

Assets 111

Assets Management 111

Norman Marks

OCTOBER 30, 2024

I think we would all agree that identifying the root cause of an issue is important. To quote the Management and Strategy Institute: Root Cause refers to the fundamental reason behind a problem or defect in a process. It is the underlying source that, when addressed, can prevent the recurrence of issues.

Management 63

Management Compliance Government 63

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

OCTOBER 30, 2024

The SEIGPT architecture follows on the heels of the launch of its AI Center of Excellence in 2023.

111

111

Calculated Risk

OCTOBER 30, 2024

From the BEA: Gross Domestic Product, Third Quarter 2024 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.8 percent in the third quarter of 2024 , according to the "advance" estimate released by the U.S. Bureau of Economic Analysis. In the second quarter, real GDP increased 3.0 percent. The increase in real GDP primarily reflected increases in consumer spending, exports, and federal government spending.

Government 62

Government Food Economics Investing 62

Wealth Management

OCTOBER 30, 2024

The AI- and machine learning-powered platform helps streamline data aggregation and tax reporting for alternative investments.

Taxes 97

Taxes Investing Investments 97

Advisor Perspectives

OCTOBER 30, 2024

To understand the wave of bank partnerships with private-credit fund managers during the past year or so, think back to the boom in mortgage lending through securitization in the early 2000s. The same forces are at work: a huge demand for finance, limited and costly bank capital and investment bankers’ ingenuity and desire to generate business.

Banking 59

Banking Management Investing Investments 59

Advertisement

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 30, 2024

Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate.

Taxes 111

Taxes Insurance 111

Calculated Risk

OCTOBER 30, 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. • Also at 8:30 AM, Personal Income and Outlays for September. The consensus is for a 0.4% increase in personal income, and for a 0.4% increase in personal spending.

Management 57

Management 57

Wealth Management

OCTOBER 30, 2024

Open, honest and candid discussion about Hightower's NEPC deal, RPA acquisitions, Agilis Partners launching an annuities platform and more.

87

87

Alpha Architect

OCTOBER 30, 2024

As someone who has spent considerable time in the ETF landscape, we feel a deep sense of gratitude for the opportunity to share insights on a decision that can significantly impact aspiring ETF entrepreneurs: whether to serve as an advisor or a sub-advisor. One of my teammates, Patrick Cleary, put together a great article that sheds light on the complexities and implications associated with each role.

57

57

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

OCTOBER 30, 2024

The agency is promoting its security PIN tool ahead of tax season.

Taxes 111

Taxes 111

A Wealth of Common Sense

OCTOBER 30, 2024

Today’s Animal Spirits is brought to you by Global X and KraneShares: See here to learn more about Global X’s suite of ETFs See here and here for more info on KWEB and China Last Night Subscribe to the Unlock here and here On today’s show, we discuss: We Need to Have a Talk About “Bond Vigilantes” Paul Tudor Jones says market reckoning on spending is coming after election: ‘We are g.

Marketing 54

Marketing Marketing 54

Wealth Management

OCTOBER 30, 2024

The provisions apply to IRA recipients outside the United States.

Distribution 111

Distribution 111