Abnormal Returns
FEBRUARY 12, 2024
Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. (wiredplanning.com) Michael Kitces talks with David Savir who is the Co-Founder and CEO of Element Pointe Family Office, about crafting an employee equity program. (kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money.
Nerd's Eye View
FEBRUARY 12, 2024
While there is a plethora of ways that financial advisory firm owners can build and run their practices (from service models to specialties to fee structures and beyond), one of the most complex activities shared by many growing firms are those that involve hiring, training, managing, and retaining employees. And with the increasing shift to remote and hybrid work in recent years, these skills have become even more important.
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Abnormal Returns
FEBRUARY 12, 2024
Markets How often do bear markets occur? (awealthofcommonsense.com) Hedge funds are seeing their most important positions go higher. (ft.com) Companies How is the construction of Taiwan Semiconductor's ($TSM) Arizona facility coming along? (wapo.st) The Lilly Endowment is a big beneficiary of the rise in Eli Lilly ($LLY) stock. (ibj.com) Tesla ($TSLA) won the charging wars.
Wealth Management
FEBRUARY 12, 2024
Lessons learned from the wealth management industry for the defined contribution retirement space.
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.
Advisor Perspectives
FEBRUARY 12, 2024
There are three pitfalls that I most commonly see income investors fall victim to. I hope illustrating them will help you avoid their damaging effects on your investment portfolio.
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A Wealth of Common Sense
FEBRUARY 12, 2024
Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on the JPMorgan Active Bond ETF We had Kay Herr and Rick Figuly of J.P. Morgan Asset Management’s Global Fixed Income, Currency, and Commodities Group to discuss their recent active bond ETF moving to the trading floor at the New York Stock Exchange.
Wealth Management
FEBRUARY 12, 2024
Morningstar sourced the third-party SMAs from asset management firms including AllianceBernstein, John Hancock and others.
Cornerstone Financial Advisory
FEBRUARY 12, 2024
Weekly Market Insights: S&P Hits Record High Presented by Cornerstone Financial Advisory, LLC The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the end of the week.
Wealth Management
FEBRUARY 12, 2024
Newfleet Asset Management’s David Albrycht shares insights on the fixed-income sectors he believes are attractive in 2024.
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.
Sara Grillo
FEBRUARY 12, 2024
There’s nothing I hate worse than when I see a financial advisor chase around a CPA or estate attorney, only to get taken, referring their clients to them with zero reciprocity. Kirk Chisholm is the principal of Innovative Advisory Group and he’s here to talk with us about how to be successful getting referrals from CPAs and other centers of influence.
Wealth Management
FEBRUARY 12, 2024
Stifel Invesment Advisors welcomes teams overseeing a collective $985M in Washington and Illinois from teams coming from Wells Fargo and LPL Financial.
XY Planning Network
FEBRUARY 12, 2024
We're excited to share another member story from our "How I Did It" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance?
Wealth Management
FEBRUARY 12, 2024
Expectations were high for the funds since they allow investors to gain exposure to Bitcoin in traditional brokerage accounts instead of through crypto-native startups.
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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
FEBRUARY 12, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-February 2024 A brief excerpt: This 2-part overview for mid-February provides a snapshot of the current housing market. Let’s talk house prices, sales, inventory, mortgage rates, rents and more! I always like to start with inventory, since inventory usually tells the tale !
Wealth Management
FEBRUARY 12, 2024
The former Stifel and Wells Fargo executive will serve as Northeast division director for Raymond James’ independent advisor channel.
Good Financial Cents
FEBRUARY 12, 2024
College students have a lot on their plate already, including the need to study to get good grades, participating in any number of on-campus activities and potentially working part-time to have some spending money. That said, college students should also focus on their financial future, including steps they can take to build credit before they enter the workforce.
Wealth Management
FEBRUARY 12, 2024
John J. Woods pleaded guilty last year to a scheme that spanned more than a decade and harmed hundreds of investors throughout the country, according to the Justice Department.
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
Alpha Architect
FEBRUARY 12, 2024
One use of the NLP (natural language processing) features of ChatGPT is to search out patterns in the immense amounts of news, data and other sources of information about specific stocks, and then efficiently convert them into summaries valuable for all types of investors. Can this be accomplished with useful results? The authors use the Q2_2023 period to test performance around earnings announcements.
Wealth Management
FEBRUARY 12, 2024
An early architect of the wealth management platform at Smith Barney, Christopher Poch has created Promethium Advisors on the tru Independence platform.
Carson Wealth
FEBRUARY 12, 2024
Hello 5,000 Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 and 4,999, it’s an important psychological milestone for investors. One year ago, investors were being bombarded by talk of the bear market and an imminent recession.
Wealth Management
FEBRUARY 12, 2024
Before seeking expert opinions on their worth, it is crucial to assist your clients in adjusting to their newfound ownership.
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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
FEBRUARY 12, 2024
Altos reports that active single-family inventory was down 0.5% week-over-week. I expect inventory to bottom in February this year, as opposed to mid-April in 2023. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of February 9th, inventory was at 495 thousand (7-day average), compared to 497 thousand the prior week.
Wealth Management
FEBRUARY 12, 2024
Carlyle Group followed the lead of larger rivals KKR and Apollo Global Management by tying the pay of dealmakers and senior employees more closely to investment outcomes.
Random Roger's Retirement Planning
FEBRUARY 12, 2024
Some quick hits today. Morningstar had a writeup on an interesting idea from Stone Ridge, who we mentioned the other day talking about reinsurance funds. They have a series funds that embed an annuity (sort of) into a mutual fund wrapper. The first iteration is simply an interesting idea. Guaranteed income has it benefits but of course the annuity package is very expensive whereas the first batch of these funds are merely not cheap.
Wealth Management
FEBRUARY 12, 2024
More than 50 new ETFs debuted in January.
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!
Clever Girl Finance
FEBRUARY 12, 2024
When you don’t know exactly what you want, how will you know when you have it? That problem is precisely why it’s so important to gain an understanding of what you want in your life. Getting clarity to achieve your life’s goals is possible. Table of content Why getting clarity in your life is so important 6 Practical steps to achieve clarity Expert tip: Take the time you need to find direction What does it mean to seek clarity?
Wealth Management
FEBRUARY 12, 2024
Expect to see more deals, Goss said, now that the ‘elite’ advisory network has an integration process to accommodate the volume of interest it is receiving.
Financial Symmetry
FEBRUARY 12, 2024
Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five reasons why you should consider … Continued The post 5 Reasons to Consider Not Only Investing in the S&P 500, Ep #209 appeared first on Financial Symmetry, Inc.
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