Abnormal Returns
OCTOBER 11, 2024
Finance JP Morgan Chase ($JPM) says the consumer is in good shape. (sherwood.news) One company's loss is another's gain. (ft.com) Biotech IPOs keep happening. (biopharmadive.com) Fund management A closer look at the proposed SPDR SSGA Apollo IG Public & Private Credit ETF. (citywire.com) Blackrock ($BLK) now manages some $11.5 trillion. (s24.q4cdn.com) AI How Flexport is using AI.
Nerd's Eye View
OCTOBER 11, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – in particular, certain static ads that did not provide as much context into the messaging as a series of 15-second video ads – realistically rep
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
OCTOBER 11, 2024
Listening Google's NotebookLM is a game-changer. (wsj.com) How 'Smartless' became a big and growing business. (nytimes.com) Venture capital Patrick O'Shaughnessy talks with Kareem Zaki who is a General Partner at Thrive Capital. (joincolossus.com) Barry Ritholtz talks with Joe Lonsdale of 8VC. (bloomberg.com) Rick Buhrman and Paul Busser talk with Ravi Gupta who is a partner at Sequoia Capital.
The Big Picture
OCTOBER 11, 2024
Live from FutureProof in Huntington Beach, California, Barry Ritholtz speaks with Joe Lonsdale of 8VC. Previously, he co-founded Palantir Technologies , founded Adapar , a wealth management platform, and Opto , a private market investment platform. In this episode, Lonsdale discusses the importance of technology in various sectors, the need for innovation in defense, and the potential of AI to transform the services industry.
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.
Alpha Architect
OCTOBER 11, 2024
Because the Sahm rule focuses solely on the unemployment rate, caution is warranted before assuming it is signaling a recession. The Sahm Rule as a Recession Indicator was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
OCTOBER 11, 2024
Wholesale inflation was unchanged last month, compared to expectations of a 0.1% increase. The producer price index for final demand was flat month-over-month (s.a.). On an annual basis, headline PPI decelerated from 1.9% in August to 1.8% in September.
Calculated Risk
OCTOBER 11, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-October 2024 A brief excerpt: This 2-part overview for mid-October provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! And currently inventory is increasing year-over-year but is still well below pre-pandemic levels.
Wealth Management
OCTOBER 11, 2024
Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.
Trade Brains
OCTOBER 11, 2024
The Indian paint industry is rapidly growing, driven by rising urbanization and increased disposable incomes. Stiff competition among key players has made the market highly dynamic. Asian Paints, the industry leader, continues to dominate with its strong brand presence and extensive distribution network. Kansai Nerolac and Berger Paints also hold significant market shares, offering various decorative and industrial paints.
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
OCTOBER 11, 2024
AlTi’s CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.
A Wealth of Common Sense
OCTOBER 11, 2024
A study from Cambridge University trained monkeys to expect either 2 or 20 liquid treats for completing certain tasks. Think of these rewards as income earned for doing their job. Once those baseline expectations were set, the researchers would unexpectedly give them 4 (instead of 2) or 40 (instead of 20) reward units. The crazy thing is the magnitude of the increase in reward didn’t matter — the dopamine rele.
Wealth Management
OCTOBER 11, 2024
Our tech columnist discusses AI and compliance with the chief executive of one of the industry’s largest providers of communications compliance technology.
Advisor Perspectives
OCTOBER 11, 2024
Two senior Wall Street executives complained this week that over-regulation is discouraging initial public offerings. JPMorgan Chase & Co. CEO Jamie Dimon partly blamed the zeal of securities regulators for the drop in IPOs that began in March 2022, a sentiment echoed by Citadel Securities CEO Peng Zhao.
Advertisement
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
OCTOBER 11, 2024
Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance and more.
Advisor Perspectives
OCTOBER 11, 2024
Foreign investors have been buying more US corporate bonds, a trend that will likely continue as Federal Reserve monetary easing lowers the cost of hedging and investors hunt for yield.
Wealth Management
OCTOBER 11, 2024
Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an attempt to bring family office-style investing to the masses.
Truemind Capital
OCTOBER 11, 2024
If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” I asked, “Why do you think we should invest in these hot themes?” He said “I feel we are missing out” Classic – Fear of missing out I told him that his investment portfolio is already generating excellent returns close to thes
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
OCTOBER 11, 2024
Two leaders with different career paths, but a common theme: Joining principals who gave them the latitude to make an impact.
Calculated Risk
OCTOBER 11, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 34.0% YoY, but still down 23.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 30.5% YoY.
Wealth Management
OCTOBER 11, 2024
Technology enables better human interactions; it does not replace them, writes the head of Axos Clearing.
Carson Wealth
OCTOBER 11, 2024
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the factors behind the current market strength and provide insights into what lies ahead. Tune in as they analyze: The impact of GDP growth Profit gains The addition of 254,000 new jobs Ways investors can navigate today’s economic landscape And more!
Advertisement
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
OCTOBER 11, 2024
BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and 2023.
Advisor Perspectives
OCTOBER 11, 2024
Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.
Covisum
OCTOBER 11, 2024
On October 10, 2024, the Social Security Administration (SSA) declared a 2.5 percent increase in the monthly Social Security benefits. This Cost of Living Adjustment (COLA) is aimed at preserving the purchasing power of Social Security and Supplemental Security Income benefits against inflation.
Advisor Perspectives
OCTOBER 11, 2024
Investors in Hong Kong have bet a record amount on exchange-traded funds that profit when stocks decline, showing how quickly sentiment is shifting following a breakneck rally.
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!
Random Roger's Retirement Planning
OCTOBER 11, 2024
Eric Crittenden sat for the Algorithmic Advantage podcast , it was about an hour and twenty minutes and covered a lot of ground. Crittenden manages the Standpoint Multi-Asset Fund (BLNDX/REMIX) which I've owned personally and for clients pretty much since the fund listed. There were some great points made to share and explore. The first point is that I think he validated a point I've been making for many years about managed futures and the importance of T-bill yields to the funds in the space.
Wealthfront
OCTOBER 11, 2024
Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. What do I actually need to know about the yield curve? You’ve probably seen the […] The post Ask Wealthfront: What Do I Need To Know About the Yield Curve?
ModernAdvisor
OCTOBER 11, 2024
Market Update All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. Sources: *Sources: MSCI, FTSE, TMX, S&P The third quarter of 2024 was an uncharacteristically strong one, with most equity and fixed income markets producing strong returns. The third quarter is historically the weakest quarter of the year, with September being the […] The post Market Update – Q3 2024 appeared first on ModernAdvisor Blog.
Expert insights. Personalized for you.
276 
Let's personalize your content