Wealth Management
AUGUST 20, 2024
The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.
Abnormal Returns
AUGUST 20, 2024
Insiders Corporate insiders are playing games with how they are reporting their stock sales. (bloomberg.com) How corporate insiders get away with insider trading while following the rules. (papers.ssrn.com) Corporate finance How inclusion in a benchmark can affect subsequent corporate investment. (papers.ssrn.com) Nobody wants to talk about diversity on conference calls any more.
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Wealth Management
AUGUST 20, 2024
A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms
Abnormal Returns
AUGUST 20, 2024
Markets Where are the new lows? (allstarcharts.com) Utilities are having a good year. (capitalspectator.com) Win streaks happen in bull markets. (carsongroup.com) Strategy Questions to ask about your money that have nothing to do with politics. (morningstar.com) Stop paying attention to stuff that doesn't matter. (behaviouralinvestment.com) Finance Banks are still sitting on loans to Elon Musk to purchase Twitter.
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
AUGUST 20, 2024
Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.
The Big Picture
AUGUST 20, 2024
The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , 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. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
AUGUST 20, 2024
US job growth in the year through March was likely far less robust than initially estimated, which risks fueling concerns that the Federal Reserve is falling further behind the curve to lower interest rates.
Wealth Management
AUGUST 20, 2024
Advisors Gary Perl and Katie Janda collectively manage more than $360 million in client assets and join Raymond James’ employee channel.
A Wealth of Common Sense
AUGUST 20, 2024
There’s plenty of investment advice out there based on what one must do to be successful. You don’t see many people who take the opposite approach and talk about what you shouldn’t do. There are many ways to succeed as an investor but only a few avenues to failure. Here are some surefire ways to make poor investment decisions: 1. Pretend you’re smarter than the market.
Wealth Management
AUGUST 20, 2024
The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.
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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.
Nerd's Eye View
AUGUST 20, 2024
Welcome everyone! Welcome to the 399th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kelli Kiemle. Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 billion in assets under management for 750 client households. What's unique about Kelli, though, is how she leads efforts at Halbert Hargrove to maintain the firm's 4 core values and build a strong culture, even and especi
Wealth Management
AUGUST 20, 2024
The state of investor sentiment report.
The Big Picture
AUGUST 20, 2024
The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , 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. ~~~ XXXXX insert transcript here XXXXX ~~~ The post Transcript: Mike Greene, Simplify Asset Management appeared first on The Big Picture.
Wealth Management
AUGUST 20, 2024
TradePMR poaches four technology hires in an effort to deepen integrations and improve the user experience and better compete with the big custodians.
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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?
Advisor Perspectives
AUGUST 20, 2024
Oil, copper, soybeans and a handful of others monopolized the attention — but of all commodities, the humble lump of iron ore benefited the most from the Chinese economic boom of the last 25 years.
Wealth Management
AUGUST 20, 2024
With the election season heating up, Morningstar looked at how the potential outcomes could affect investors. Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors.
Million Dollar Round Table (MDRT)
AUGUST 20, 2024
By Mike Beirne, Round the Table editor Looking for ways to improve your skills and knowledge? Here are four books recommended by MDRT members to provide insight and guidance. Mesa Para Una by Caro Saracho (Spanish-to-English translation: Table for One by Sharmila Bhushan) reflects on the humorous journey of a woman who chooses to be single and fulfilled in the modern world.
Wealth Management
AUGUST 20, 2024
Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges.
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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.
Advisor Perspectives
AUGUST 20, 2024
Gas prices fell to their lowest level in 23 weeks this past week. As of August 19th, the price of regular and premium gas decreased 3 cents and 2 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $73.66, down 8.0% from last week.
Wealth Management
AUGUST 20, 2024
London-based ETC Group's products include a physically backed Bitcoin fund.
Advisor Perspectives
AUGUST 20, 2024
Given the inevitable ups and downs of the financial world, the joy of missing out on the frenzy might be a strong component of long-term financial and emotional wellbeing.
Wealth Management
AUGUST 20, 2024
The challenge from sports betting should be met with better, more innovative financial solutions for retail investors.
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.
Advisor Perspectives
AUGUST 20, 2024
Here’s the truth: your prospect doesn’t need a friend and isn’t looking for one. They need someone to be honest and to tell them the truth, as painful as it might be, about the seriousness of their situation.
Wealth Management
AUGUST 20, 2024
The precious metal’s 21% year-to-date surge has made it one of the best performing major commodities in 2024.
SEI
AUGUST 20, 2024
It’s time to take a closer look at how Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) help put you in control.
Wealth Management
AUGUST 20, 2024
The central bank sets interest rates, but the federal government decides what kind of bonds to sell to the public.
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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.
Advisor Perspectives
AUGUST 20, 2024
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Random Roger's Retirement Planning
AUGUST 20, 2024
A reader asked about the 15/15/15 portfolio we studied on Monday. He wanted to know how it did in The Great Hiccup of August, 2024. It was too soon to know from Portfoliovisualizer I said but remembered that the backtesting tool at Arch Indexes can do this. As a reminder, this is the portfolio; 15% Northrup Grumman client holding 15% iShares US Technology ETF client holding 15% SPDR Consumer Discretionary ETF client holding 10% Stone Ridge Hi Yield Reinsurance this is a cat bond fund 10% AQR Man
Leading Advisor
AUGUST 20, 2024
Are you ready to partner with an FCOO (Fractional Chief Operating Officer) who will listen to you, work with you to create a plan, and… The post Are You Ready To Partner With A FCOO? appeared first on Leading Advisor - Simon Reilly.
Advisor Perspectives
AUGUST 20, 2024
More than any of the megacap technology stocks, Amazon.com Inc.’s big spending ways are coming at the expense of profits, and its shares are being punished as a result.
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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