Calculated Risk
DECEMBER 4, 2024
Fed's Beige Book Economic activity rose slightly in most Districts. Three regions exhibited modest or moderate growth that offset flat or slightly declining activity in two others. Though growth in economic activity was generally small, expectations for growth rose moderately across most geographies and sectors. Business contacts expressed optimism that demand will rise in coming months.
The Big Picture
DECEMBER 4, 2024
At the Money: Deferring Capital Gains on Appreciated Equity. (December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions.
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Calculated Risk
DECEMBER 4, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 146,000 Jobs in November; Annual Pay was Up 4.8% Private sector employment increased by 146,000 jobs in November and annual pay was up 4.8 percent year-over-year, according to the November ADP® National Employment ReportTM produced by ADP Research in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Abnormal Returns
DECEMBER 4, 2024
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." (morningstar.com) Dan Haylett talks with Christine Benz, author of "How to Retire: 20 Lessons For a Happy, Successful, And Wealthy Retirement." (humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure.
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
DECEMBER 4, 2024
The recent SEIA acquisition brings Canon Price, founder of $300 million AUA RIA Beverly Investment Advisors, back to the firm where she started her career three decades ago.
NAIFA Advisor Today
DECEMBER 4, 2024
John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Validea
DECEMBER 4, 2024
The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Key criteria include companies demonstrating: A ten-year track record of steady earnings performance Sustained high returns on both equity and total capital Robust cash flow generation Fair price valuations For Dece
Wealth Management
DECEMBER 4, 2024
Ryan Wealth Management has offices in Yuba City, California and Spokane, Washington. Allworth says the move will boost its presence in both regions.
Advisor Perspectives
DECEMBER 4, 2024
Understanding how money impacts human behavior and psychology may help serve your clients effectively.
Wealth Management
DECEMBER 4, 2024
The deal will give private company shareholders access to Dynasty’s wealth management and advisory services.
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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.
Advisor Perspectives
DECEMBER 4, 2024
In this article, Beverly Flaxington gives advice on how to navigate organizing events for staff and clients.
Wealth Management
DECEMBER 4, 2024
The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm.
Advisor Perspectives
DECEMBER 4, 2024
By understanding annuities, debunking myths, and staying on top of tax implications, you can offer your clients the financial stability they crave. Regular reviews, proactive communication, and continuous education are the keys to success.
Wealth Management
DECEMBER 4, 2024
Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.
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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
DECEMBER 4, 2024
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
Wealth Management
DECEMBER 4, 2024
Allison Warner, CMO of Beacon Pointe Advisors, explores the evolving trends in referral marketing and organic growth for wealth management firms.
Tobias Financial
DECEMBER 4, 2024
As the holiday season approaches, it’s a wonderful opportunity to include children in conversations about money, especially around giving and generosity. For families with charitable inclinations, this can be a meaningful way to introduce children to financial values that emphasize empathy and social responsibility. Our Wealth Advisor, Yesenia Realejo, CFP® , gave us some insight on how she guides clients on the matter, stating “Around the holidays we usually encourage clients who are charitably
Wealth Management
DECEMBER 4, 2024
The new system will support Voya Financial Advisors with account opening, financial planning, and collaboration features.
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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.
SEI
DECEMBER 4, 2024
Industry leaders must champion bold, proactive strategies to protect their operations and assets from imminent threats.
Wealth Management
DECEMBER 4, 2024
The $11.5 trillion money manager’s recent acquisitions reflect investors’ boredom with stocks and bonds and a desire for alternative bets.
Leading Advisor
DECEMBER 4, 2024
As a financial advisor or life insurance agent, you’re driven to excel—whether it’s expanding your book of business, deepening client relationships, or achieving MDRT-level production.… The post Who Shapes Your Financial Mindset in a World of Change? appeared first on Leading Advisor - Simon Reilly.
Wealth Management
DECEMBER 4, 2024
Long Island community residents may lose homes and $130 million.
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
DECEMBER 4, 2024
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
YouSet Insurance
DECEMBER 4, 2024
Is replacement cost value (RCV) coverage worth it? How’s it different from actual cash value? Is one better than the other? Find out in this article.
Advisor Perspectives
DECEMBER 4, 2024
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
International College of Financial Planning
DECEMBER 4, 2024
On November 14th, as we honor Children’s Day in remembrance of Pandit Jawaharlal Nehru’s birthday, we consider how to prepare the next generation for a promising future. Typically, Children’s Day is celebrated with joy, learning, and the immense potential that each child holds. In today’s swiftly changing financial landscape, one of the best gifts we can offer our children is the insight and abilities needed to manage their finances well.
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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
DECEMBER 4, 2024
Next week’s European Central Bank meeting is more important than it might first appear.
Calculated Risk
DECEMBER 4, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.4% Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. In the September Case-Shiller house price index released last week, the seasonally adjusted National Index (SA), was reported as being 75% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
Advisor Perspectives
DECEMBER 4, 2024
The $1.8 trillion federal budget deficit in the fiscal year that ended in September was the third biggest ever in dollar terms, trailing only the pandemic deficits of the 2020 and 2021 fiscal years. As a share of gross domestic product, a better gauge for historical comparisons, it was, at 6.4%, the biggest ever outside of a large war or global crisis.
Nerd's Eye View
DECEMBER 4, 2024
In the competitive market for financial advice, advisory firms often seek to find ways to differentiate themselves from one another. For firms with high-net-worth clientele, one way to do this is to offer alternative investments, such as private equity, private debt, or hedge funds, which may offer clients the ability to invest in a more diverse range of assets.
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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