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.
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.
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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.
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.
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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 4, 2024
The deal will give private company shareholders access to Dynasty’s wealth management and advisory services.
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).
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.
Advisor Perspectives
DECEMBER 4, 2024
In this article, Beverly Flaxington gives advice on how to navigate organizing events for staff and clients.
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.
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.
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.
Wealth Management
DECEMBER 4, 2024
This time, it’s a different kind of conversation.
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.
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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.
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.
Calculated Risk
DECEMBER 4, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 29, 2024. This week’s results include an adjustment for the Thanksgiving holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 2.8 percent on a seasonally adjusted basis from one week earlier
Wealth Management
DECEMBER 4, 2024
The acquisitions of Atlas Financial and Newport Advisory add $878 million in assets to the firm.
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
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
Wealth Management
DECEMBER 4, 2024
Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.
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”).
Wealth Management
DECEMBER 4, 2024
Long Island community residents may lose homes and $130 million.
Advisor Perspectives
DECEMBER 4, 2024
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
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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.
Wealth Management
DECEMBER 4, 2024
The new system will support Voya Financial Advisors with account opening, financial planning, and collaboration features.
Diamond Consultants
DECEMBER 4, 2024
Digging a well before you’re thirsty is wise guidance for every advisor. Here are 4 ways to set yourself up for success despite what might lie ahead. Have you ever examined your current firm with the proverbial magnifying glass? That is, really assess it the same way you might if you were starting your career from square one. Even those advisors who are completely confident that they will never make a move would be wise to think about their current firm through a critical lens—and be open-minded
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
SEI
DECEMBER 4, 2024
Industry leaders must champion bold, proactive strategies to protect their operations and assets from imminent threats.
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!
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.
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.
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