Abnormal Returns
OCTOBER 28, 2024
Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. (podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning." (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.
Calculated Risk
OCTOBER 28, 2024
Today, in the Calculated Risk Real Estate Newsletter: A Proposal to Address the Housing Crisis Brief excerpt: Economist Adam Ozimek and John Lettieri (CEO, Economic Innovation Group) have a new proposal to address the housing crisis in the United States: How the next president can solve America’s housing crisis U.S. housing costs are out of control.
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Abnormal Returns
OCTOBER 28, 2024
Trading All-day equity trading takes another step. (cnbc.com) But don't expect a ton of liquidity. (sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. (theblock.co) HFT firms want speed, at any cost. (on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. (on.ft.com) Vanguard is closing its legacy mutual fund platform.
Trade Brains
OCTOBER 28, 2024
BRICS is a coalition of five major emerging economies: Brazil, Russia, India, China, and South Africa. Formed in 2009, BRICS aims to enhance cooperation among its members in various sectors, including trade, investment, and development. This group represents a significant portion of the world’s population and GDP. By working together, BRICS countries seek to promote sustainable development and reform global financial systems.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Wealth Management
OCTOBER 28, 2024
Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.
Calculated Risk
OCTOBER 28, 2024
Altos reports that active single-family inventory was down 0.2% week-over-week. Inventory is now up 49.4% 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 31.2% compared to the same week in 2023 (last week it was up 33.4%), and down 20.2% compared to the same week in 2019 (last week it was down 21.0%).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
OCTOBER 28, 2024
When Ted Benna discovered a change in the tax code that would allow employees and employers to make tax-deferred retirement contributions in the late-1970s, it would change the retirement industry in immeasurable ways. The automatic investing revolution has surely impacted the stock market with the advent of regular automatic contributions, rebalancing and a one-stop shop for broad diversification (targetdate funds).
Wealth Management
OCTOBER 28, 2024
The value of education is increasingly scrutinized.
Validea
OCTOBER 28, 2024
In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different per
Wealth Management
OCTOBER 28, 2024
The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Cornerstone Financial Advisory
OCTOBER 28, 2024
Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones Industrial Average dropped 2.68 percent.
Wealth Management
OCTOBER 28, 2024
Citigold plans to hire 150 advisors over the next two years to fill out bank branches in six affluent markets.
Indigo Marketing Agency
OCTOBER 28, 2024
Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. While so much interaction is online these days, sending a personal video message is one of the most meaningful ways to engage your clients—and Indigo Marketing Agency can help you do just that.
Wealth Management
OCTOBER 28, 2024
See how advisors are combining active and passive strategies for optimal portfolio results.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Prosperity Coaching
OCTOBER 28, 2024
Financial Advisor Leadership: Time management is one of the most crucial skills you can develop. You are guiding the rest of your team, and they will only be able to meet various goals when the proper allocation of time and resources is achieved. As a professional financial advisor career coach, […] The post Financial Advisor Leadership: Time Management – How to Be Productive appeared first on The Prosperous Advisor Coaching Blog.
Wealth Management
OCTOBER 28, 2024
In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.
Trade Brains
OCTOBER 28, 2024
India’s largest state-owned PSU mining corporation and chief coal producer experienced a sharp 6% decline in its stock price. The mining giant’s shares dropped significantly after releasing its second-quarter results for FY25, missing market expectations. Stock Movements Coal India ltd has a market capitalisation of Rs. 2,73,000 Crores. Its shares were trading at Rs. 442.40 on 28th october 2024, and it was down 6 percent by the during the day.
Wealth Management
OCTOBER 28, 2024
Veteran advisor Larry Parkin has come out of retirement to lead Homrich Berg’s Florida operations.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Trade Brains
OCTOBER 28, 2024
In a significant shift in digital currency policy, India moves closer to implementing a comprehensive ban on private cryptocurrencies. Meanwhile, the government actively promotes its Central Bank Digital Currency (CBDC). Government’s Stance and Regulatory Framework The Indian government has initiated fresh discussions about banning private cryptocurrencies, citing financial stability concerns.
Wealth Management
OCTOBER 28, 2024
What are the repercussions of constantly lowering fees.
Advisor Perspectives
OCTOBER 28, 2024
Although Americans say they don’t like paying the current level of prices for goods and services that resulted from the worst bout of inflation in 40 years, they can take comfort from the fact that those prices, while admittedly not coming down in most cases, are actually becoming more affordable.
Wealth Management
OCTOBER 28, 2024
A series of market-moving events are coming in rapid succession, including next week's presidential election and the Fed's first meeting since it lowered interest rates in September.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
Darrow Wealth Management
OCTOBER 28, 2024
Selling your business for cash? Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. As you weigh what to do with money from the sale of a business, consider these key points.
Wealth Management
OCTOBER 28, 2024
Veteran advisor Larry Parkin has come out of retirement to lead Homrich Berg’s Florida operations.
Trade Brains
OCTOBER 28, 2024
The price-to-earnings (P/E) ratio is a financial metric that compares a company’s current share price to its earnings per share (EPS). It helps investors assess whether a stock is overvalued or undervalued relative to its earnings, offering insights into the company’s growth potential and market sentiment. A good P/E ratio typically ranges from 15 to 50, depending on the industry.
Wealth Management
OCTOBER 28, 2024
After surveying thousands of collectors this summer, a new report from Art Basel and UBS articulates the demographic shift that’s (slowly) rocking the market.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Alpha Architect
OCTOBER 28, 2024
If the task is to identify a firm’s true profitability, can AI outsmart seasoned analysts? Can Artificial Intelligence outsmart seasoned equity analysts? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
OCTOBER 28, 2024
The Tax Cuts and Jobs Act of 2017 is on the cusp of expiration. What that could could mean for you.
Advisor Perspectives
OCTOBER 28, 2024
Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.
Wealth Management
OCTOBER 28, 2024
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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