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.
The Big Picture
OCTOBER 28, 2024
The transcript from this week’s, MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team , 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. ~~~ 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. 00:00:09 [Speaker Changed] This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:15 [Speaker Changed] W
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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.
Nerd's Eye View
OCTOBER 28, 2024
Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e., continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors.
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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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
Teucrium ETFs CEO Sal Gilbertie discusses why grains, especially corn, should be an investment portfolio holding like gold.
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
The value of education is increasingly scrutinized.
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 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
Citigold plans to hire 150 advisors over the next two years to fill out bank branches in six affluent markets.
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
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.
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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.
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 models will span investment options ranging from equity SMAs to evergreen alternative funds.
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%).
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.
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
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
See how advisors are combining active and passive strategies for optimal portfolio results.
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
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.
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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.
Calculated Risk
OCTOBER 28, 2024
The October employment report will be released on Friday. The consensus is for 120,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. Analysts are trying to estimate the distortion from Hurrican Milton. In September 2005, the initial BLS report showed a loss of 35 thousand jobs due to the impact of Hurricanes Katrina and Rita (Katrina hit in late August, and Rita during the reference period in September).
Wealth Management
OCTOBER 28, 2024
What are the repercussions of constantly lowering fees.
Advisor Perspectives
OCTOBER 28, 2024
People who are affiliated with the party that is represented in the White House always think the economy is better than those in the party not represented. Somehow, those opinions tend to change around elections. People’s views of the economy change very quickly if there is a change in control of the White House.
Wealth Management
OCTOBER 28, 2024
Veteran advisor Larry Parkin has come out of retirement to lead Homrich Berg’s Florida operations.
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!
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.
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.
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
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