The Big Picture
OCTOBER 9, 2023
There is a thought-provoking discussion on short selling over at Russell Clark ; check it out (including audio) to get an overview of his perspective. I don’t really disagree with any of it but I do (did) see the world of short-selling from a different seat. Allow me to share a few thoughts about shorting as a trading strategy; I include specifics at the end.
Abnormal Returns
OCTOBER 9, 2023
Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. (humansvsretirement.com) Daniel Crosby talks financial wellness and therapy with Amanda Clayman. (standarddeviationspod.com) Brendan Frazier talks about why advisers should shift from "advice giver" to "thinking partner." (wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions.
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Nerd's Eye View
OCTOBER 9, 2023
When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Different strategies have different Client Acquisition Costs (CACs), in terms of both hard-dollar marketing expenses and the cost of the advisor's time spent on the strategy, and an efficient market strategy is one that can effectively attract new clients while minimizing the amount spent to acquire them.
Abnormal Returns
OCTOBER 9, 2023
Strategy The key to successful investing is patience. (blog.validea.com) Five common mistakes investors make. (blogs.cfainstitute.org) When aiming down the middle makes sense. (humbledollar.com) Finance Private credit is the new bank. (wsj.com) How the Intercontinental Exchange ($ICE) became a big player in the mortgage business. (wsj.com) CRE Even Texas's office buildings are seeing high vacancy rates.
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The Reformed Broker
OCTOBER 9, 2023
This summer we opened a physical office location in North Carolina. It’s staffed with three of our Certified Financial Planners in Charlotte who’ve been taking care of our clients in the area. To celebrate, I’m bringing twenty of my people down for a week of client meetings and to see our local friends and colleagues. We’ve kept some time on the schedule to meet with prospective clients too.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 9, 2023
This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
Carson Wealth
OCTOBER 9, 2023
Stocks had a solid late-week reversal higher, even as many worries and concerns piled up. From the U.S. House not having a speaker for the first time ever, to yields soaring, to deficits and spending, the list of worries was high. But there’s an old saying that the market tends to rally on a wall of worry. As we noted in early August, there was a little too much optimism as long-term bears turned bullish, opening the door for seasonal third-quarter weakness.
Wealth Management
OCTOBER 9, 2023
Here are the five most common self-limiting statements that advisors share—and ways to reframe your thinking.
Advisor Perspectives
OCTOBER 9, 2023
The reasons people choose to live in high-cost-of-living locations are clearly emotional.
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.
Wealth Management
OCTOBER 9, 2023
And why most RPAs are not equipped or, worse, even aware of them.
Calculated Risk
OCTOBER 9, 2023
Note: I covered apartments and offices in the newsletter: Moody's: "Apartment Market Softens, Office Evolution Continues, and Retail On Shaky Ground" From Moody’s Analytics economists Thomas Lasalvia, Lu Chen and Nick Luettke: Apartment Market Softens, Office Evolution Continues, and Retail On Shaky Ground Over the past decade, traditional retail forms have been challenged by e-commerce’s boom, whose share as a percentage of total retail sales has been constantly hovering above 15% since early 2
Wealth Management
OCTOBER 9, 2023
Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to a conference organizer, where events budgets are headed and why weekend events are a thing.
Cornerstone Financial Advisory
OCTOBER 9, 2023
Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for the five trading days.
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
Wealth Management
OCTOBER 9, 2023
Bruce F. Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by another group of Goldman Sachs PFM defectors.
The Irrelevant Investor
OCTOBER 9, 2023
The events over the weekend are horrifying. We here in the United States are blessed to live in a country that is insulated from having to worry about the unthinkable nightmare that happened over the weekend. We’re blessed to live in a country where our safety and that of our loved ones are not always in the back of our minds. I can’t make sense of what’s happening in Israel, but hopefully I can help put.
Wealth Management
OCTOBER 9, 2023
Los Angeles and Washington, D.C. area firms managing more than $1 billion in collective assets at Janney Montgomery Scott and Wells Fargo have joined Rockefeller’s wealth management arm.
Integrity Financial Planning
OCTOBER 9, 2023
When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation that is introduced.
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
OCTOBER 9, 2023
In public comment letters, Morningstar and others urge the SEC to consider revising Reg BI instead of crafting new regulations. However, investor protection advocates say the rule is needed to safeguard consumers.
Clever Girl Finance
OCTOBER 9, 2023
As a single mother, you aren’t just the sole caretaker for your children. You’re also the sole earner for your household. As a result, it can be hard to meet all your financial needs. The coronavirus pandemic has caused housing problems for many families, especially single mothers, so rent assistance for single moms is crucial. Table of contents Programs offering rent assistance for single moms Expert tip: Look into support from local and government organizations Other resources to l
Wealth Management
OCTOBER 9, 2023
A report by Vanguard says changes in the retirement industry will help younger workers afford more in retirement.
Clever Girl Finance
OCTOBER 9, 2023
Whether you’re working for yourself or have an irregular job schedule, budgeting on an irregular income can be tough. You still have to pay your bills, but you aren’t always sure how much money you’ll have. But creating a budget for this type of income is easy to learn! Table of contents Budgeting when you have an irregular income 1. Create your baseline budget 2.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Wealth Management
OCTOBER 9, 2023
The half-dozen companies in the 10-week Founders Arena WealthTech Accelerator cohort will have a chance to meet with industry leaders, network and attend sessions at this week's WealthTech Combine 2023 in Arlington, Texas.
XY Planning Network
OCTOBER 9, 2023
The votes came in during this year’s XYPN LIVE conference and the AdvisorTech Expo Best in Show winner was clear: Income Lab ’s new Retirement Stress Test. The Expo spotlights new and emerging FinTech companies that build innovative solutions empowering financial advisors to increase value for their clients through better advice and a better client experience, raising the financial planning bar.
Wealth Management
OCTOBER 9, 2023
Tuesday, October 31, 2023 | 2:00 PM ET
A Wealth of Common Sense
OCTOBER 9, 2023
Today’s Talk Your Book is brought to you by MUSQ: On today’s show, we spoke with David Schulhof, Founder and CEO of MUSQ to discuss investing in the growing music industry. On today’s show, we discuss: David’s music background prior to $MUSQ The thesis behind investing in music What the $MUSQ fund is comprised of How streaming is bringing money to the music business Why music is mispriced How the.
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 9, 2023
Debt and high rates are a key risk to navigate for small stocks.
Alpha Architect
OCTOBER 9, 2023
Forbearance is important and we argue that performance evaluation should be multifaceted, akin to a Bayesian decision-maker who conducts continued due diligence and updates beliefs about returns with process information. Institutional Investing and Manager Forbearance was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
OCTOBER 9, 2023
The witness list in Donald Trump’s New York fraud trial features a number of real estate heavyweights, reports The Real Deal. Overall leasing demand across commercial real estate turned negative in the most recent quarter, according to CoStar. These are among the must reads from the real estate investment world to start the new week.
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