Nerd's Eye View

OCTOBER 31, 2024

For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay. For many, this can be a stressfully prolonged period that typically eases only as advisors build their client base and establish themselves in the industry.

Financial Advisor 240

Financial Advisor Clients Communication Management 240

Carson Wealth

OCTOBER 31, 2024

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike. Yet, he was thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family. Mostly because he knew the alternative and had seen examples of it play out time and time again.

Planning 142

Planning Insurance Retirement Medical 142

Abnormal Returns

OCTOBER 31, 2024

Crypto Crypto volume is up at Robinhood ($HOOD). (theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. (coindesk.com) Coinbase ($COIN) is buying back shares. (theblock.co) Real estate Institutional investor ownership of single-family homes is concentrated in certain geographies. (wsj.com) How Florida's new condo laws are playing out.

Financial Advising 163

Financial Advising Economy Media Numbers 163

Advisor Perspectives

OCTOBER 31, 2024

Home prices continued to trend upwards in August as the benchmark 20-city index rose for a nineteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.4% increase month-over-month (MoM) and a 5.2% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.1% and the YoY was -0.2%.

105

105

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.

Accounting

Wealth Management

OCTOBER 31, 2024

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

Startup 116

Startup License Insurance 116

Wealth Management

OCTOBER 31, 2024

The core four-person advisor support network to add $50 million a year.

116

116

Advisor Perspectives

OCTOBER 31, 2024

Personal income ( excluding transfer receipts ) rose 0.3% in September and is up 5.1% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.08% month-over-month and up 2.9% year-over-year.

102

102

Wealth Management

OCTOBER 31, 2024

Q&A with Orion Advisor Solutions Chief Behavioral Officer Dr. Daniel Crosby.

Financial Advice 115

Financial Advice 115

Advisor Perspectives

OCTOBER 31, 2024

The most common questions we’ve been asked as the election approaches are generally about the Federal debt and deficits. Many investors worry about a looming “day of reckoning” for US debt. They fear the US’s fiscal imprudence will eventually force a sudden and dramatic repricing of US debt. In this insight, we explore the modern history of US debt to GDP across several Presidential administrations and outline why investors should not be worried about a financial apocalyp

96

96

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 31, 2024

Lisa Roberts joined the firm in 2023, previously serving as the head of U.S. markets. She will succeed Doris Meister, who stepped down earlier this year.

Wealth Management 111

Wealth Management Management Marketing Marketing 111

A Wealth of Common Sense

OCTOBER 31, 2024

We also discussed questions about Roth vs. traditional retirement accounts, the pros and cons of targetdate funds, retiring in your mid-30s and what to do about big gains in Mag 7 stocks. Further Reading: What’s the Investment Case For Gold? 1I had our chart guy Matt cut off the tops of the gold chart here because some of the returns in the 1970s were so high.

Retirement 141

Retirement Accounting Investing Investments 141

Wealth Management

OCTOBER 31, 2024

Looking ahead to the presidential election, advisors are evenly split on the near-term direction of the economy and the markets.

Economy 111

Economy Marketing Marketing 111

Discipline Funds

OCTOBER 31, 2024

1) The SMCI Debacle SMCI has been on of the darlings of the AI boom over the last few years. But earlier this week they announced some, um, accounting “irregularities”. Not great. Now, I don’t know the specifics of the troubles there, but one thing I highlighted earlier this year was the strange addition of SMCI to the S&P 500 in March. SMCI was added despite having qualified for the index for just a few months.

Government 98

Government Accounting Assets Economy 98

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 31, 2024

Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations.

Management 110

Management 110

Calculated Risk

OCTOBER 31, 2024

The BEA released the Personal Income and Outlays report for September: Personal income increased $71.6 billion (0.3 percent at a monthly rate) in September, according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $57.4 billion (0.3 percent) and personal consumption expenditures (PCE) increased $105.8 billion (0.5 percent).

Food 83

Food Taxes Economics 83

Wealth Management

OCTOBER 31, 2024

Dylan O’Shea reveals what pulled him away from Merrill and to Quorum Private Wealth.

Financial Advisor 110

Financial Advisor 110

Calculated Risk

OCTOBER 31, 2024

The DOL reported : In the week ending October 26, the advance figure for seasonally adjusted initial claims was 216,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 227,000 to 228,000. The 4-week moving average was 236,500, a decrease of 2,250 from the previous week's revised average.

69

69

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 31, 2024

The deal expands Sequoia’s Southeast footprint, bringing the RIA to 16 offices in 10 states, and this represents its seventh acquisition since 2023.

110

110

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. This helps brands stand out and builds trust with people. These experts know the challenges of marketing in financial services. They make plans for different products while following the rules.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Wealth Management

OCTOBER 31, 2024

With this transaction and its recently announced deal with Pegasus Partners, Lido’s total assets will grow to about $27 billion to $28 billion.

Assets 104

Assets 104

Calculated Risk

OCTOBER 31, 2024

Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in September; Up 3.6% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.28% month-over-month on a seasonally adjusted (SA) basis in September. On a year-over-year basis, the National FMHPI was up 3.6% in September, down from up 4.0% YoY in August.

59

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

SEI

OCTOBER 31, 2024

Comprehensive Offering Powers Business Transformation and Growth

Professional Services 59

Professional Services 59

Trade Brains

OCTOBER 31, 2024

Beta measures a stock’s volatility in relation to the stock market as a whole. A beta of 1 indicates that the stock’s price moves in line with the market. A beta less than 1 suggests the stock is less volatile than the market, while a beta greater than 1 indicates the stock is more volatile. Overall, investing in low-beta stocks can be a strategic move for investors who want to minimize their exposure to market volatility, protect their portfolios against downturns, and potentially achieve long-

Manufacturing 52

Manufacturing Medicine Consulting Pharmaceutical 52

Calculated Risk

OCTOBER 31, 2024

On Friday at 8:30 AM ET, the BLS will release the employment report for October. The consensus is for 120,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. There were 254,000 jobs added in September, and the unemployment rate was at 4.1%. From BofA: We expect nonfarm payrolls to rise by 100k in Oct after coming in at 254k in Sep. the u-rate should move back up to 4.2%, in part due to hurricane distortions. emphasis added From Goldman Sachs: We estimate nonfarm payrolls rose

Numbers 59

Numbers 59

NAIFA Advisor Today

OCTOBER 31, 2024

Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President of NAIFA California, demonstrating his dedication to shaping the industry's future.

Financial Planning 52

Financial Planning Wealth Management Planning Management 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

Validea

OCTOBER 31, 2024

In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where Ian shares his expertise in finding and investing in ultra-small public companies. We dive deep into Ian’s investment philosophy, discussing how he identifies promising microcap companies, the importance of finding exceptional management teams, and his approach to portfolio management.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Advisor Perspectives

OCTOBER 31, 2024

In the week ending October 26th, initial jobless claims were at a seasonally adjusted level of 216,000. This represents a decrease of 12,000 from the previous week's figure and is better than forecasts for 229,000.

52

52

Meb Faber Research

OCTOBER 31, 2024

We’ve (finally) updated our Shareholder Yield book with a 2nd edition! Lots more data and resources and info… let me know what you think! Shareholder Yield: A Better Approach to Dividend Investing The post Shareholder Yield 2nd Edition! appeared first on Meb Faber Research - Stock Market and Investing Blog.

Investing 52

Investing Investments Marketing Marketing 52