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.
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.
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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.
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
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
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.
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
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 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.
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
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.
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.
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
A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms
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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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.
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
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.
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
Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.
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
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.
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.
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
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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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.
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.
Wealth Management
AUGUST 20, 2024
The challenge from sports betting should be met with better, more innovative financial solutions for retail investors.
Advisor Perspectives
AUGUST 20, 2024
Travel on all roads and streets decreased in June. The 12-month moving average was down 0.03% month-over-month and was up 1.40% year-over-year. If we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was down 0.10% MoM and up 0.78% YoY.
Wealth Management
AUGUST 20, 2024
Technology and the growth of wealth management firms.
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!
Validea
AUGUST 20, 2024
Free cash flow yield can be an underutilized metric for value investors. Ratios like the PE ratio and price/book can be more popular among investors, but both have significant drawbacks, especially in a world driven by companies with high intangible assets. Free cash flow yield can help address these problems and was able to more accurately value many of the big tech companies when the other metrics painted a less accurate picture.
Wealth Management
AUGUST 20, 2024
London-based ETC Group's products include a physically backed Bitcoin fund.
Advisor Perspectives
AUGUST 20, 2024
The term “recession” made a big comeback in news stories and social media posts this month. Goldman Sachs Group Inc.’s Chief Economist Jan Hatzius was among those who formally bumped up his odds of a downturn to considerable media hoopla.
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