Abnormal Returns
AUGUST 30, 2024
The biz It's not your imagination. Podcasts are running more ads. (wsj.com) The Kelce brothers just signed a big deal for their podcast with Amazon's ($AMZN) Wondery. (variety.com) How Apple ($AAPL) has fumbled its lead in podcasting. (spyglass.org) Economy Cameron Passmore and Benjamin Felix talk with Kyla Scanlon, author of "In This Economy?: How Money & Markets Really Work.
Nerd's Eye View
AUGUST 30, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust services.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
AUGUST 30, 2024
According to the settlement letter, the brokerage regulator argued Raymond James didn’t properly check that personnel were filling out forms to ensure that written customer complaints were submitted to FINRA quarterly.
A Wealth of Common Sense
AUGUST 30, 2024
Finance definitions are tough to pin down because money is often in the eye of the beholder. The goalposts are always moving as you age and mature, and tastes change. Your perception of wealth can be impacted by: How you were raised. The wealth and material possessions of your peers. Your lifestyle. Your contentment with what you have. How your circumstances change over time.
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.
Wealth Management
AUGUST 30, 2024
Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 30, 2024
After a sluggish first six months of 2023, publicly-traded REIT total returns are up more than 10% in the third quarter and by double-digits year-to-date.
Advisor Perspectives
AUGUST 30, 2024
Personal income ( excluding transfer receipts ) rose 0.32% in July and is up 4.1% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.16% month-over-month and up 1.6% year-over-year.
Wealth Management
AUGUST 30, 2024
Advisors need to be diligent when it comes to their third-party technology and terms of service.
Validea
AUGUST 30, 2024
NVIDIA (NVDA) reported strong financial results this week for the second quarter of fiscal year 2025, ending July 28, 2024, although the stock sold off some due to the high expectations embedded in it. The company achieved record quarterly revenue of $30.0 billion, representing a 15% increase from the previous quarter and a remarkable 122% year-over-year growth.
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
AUGUST 30, 2024
Some technology people moves, Surge rolls out Fusion 1 suite, YCharts and Broadridge integrate.
Alpha Architect
AUGUST 30, 2024
Private debt funds are a rapidly growing segment of the private capital market. Isil Erel, Thomas Flanagan, and Michael Weisbach, authors of the April 2024 study “Risk-Adjusting the Returns to Private Debt Funds,” evaluated those risk-adjusted returns. Applying a cash-flow based method to form a replicating portfolio that mimicked their risk profiles, they reached the [.
Advisor Perspectives
AUGUST 30, 2024
Valid until the market close on September 30, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
SEI
AUGUST 30, 2024
SEC cyber regulations apply to a broad range of roles within public companies and the financial services industry specifically. These seven steps will help your organization build a strong cybersecurity structure.
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.
Advisor Perspectives
AUGUST 30, 2024
Consumer sentiment rose for the first time in five months, according to the final August report for the Michigan Consumer Sentiment Index. The index rose 1.5 points (2.3%) from July's final reading to 67.9. The latest reading was above the forecast of 67.8.
Random Roger's Retirement Planning
AUGUST 30, 2024
Let's start with a quote posted by Meb Faber attributed to Cliff Asness. No one is perfect, but I do think I've been pretty good at this for a long time. This is a skill, or maybe mindset is a better word, to cultivate and maintain. Here's a good article on catastrophe bonds from Bloomberg. The article seemed to focus on a rough spring for the category according to Fermat Capital Management, who is a big player in the space.
Prosperity Coaching
AUGUST 30, 2024
Financial Advisor Communication Skills: Around 3 in 4 employees view effective communication as crucial to the leadership skills they seek in a manager or CEO. However, only about 1 in 3 of those same employees consider their current leadership to communicate efficiently. Why is there a disconnect between these numbers? […] The post Financial Advisor Leadership: Why Communication Skills are Critical appeared first on The Prosperous Advisor Coaching Blog.
Advisor Perspectives
AUGUST 30, 2024
Consumer attitudes are measured by two monthly surveys: the University of Michigan’s Consumer Sentiment Index (MCSI) and the Conference Board’s Consumer Confidence Index (CCI). In August, the MCSI rose for the first time in 5 months, inching up to 67.94. Meanwhile, the CCI increased to 103.3, its highest level in 6 months.
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
Truemind Capital
AUGUST 30, 2024
Real Estate investment never leads to losses. I have heard this from many investors. Is it true? Generally, people look at losses with reference to their initial purchase price. If the investment is sold below the purchase price, it is a loss. If the investment is sold above the purchase price, it is a gain. So, when real estate prices go down, people tend to hold on to their investments and don’t sell them.
Advisor Perspectives
AUGUST 30, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Validea
AUGUST 30, 2024
The low volatility factor focuses on stocks exhibiting lower price fluctuations compared to the broader market. This approach is based on the observation that, contrary to traditional financial theory, low-volatility stocks have historically provided better risk-adjusted returns than high-volatility stocks over long periods. This phenomenon, known as the “low-volatility anomaly,” challenges the conventional wisdom that higher risk should be rewarded with higher returns.
Advisor Perspectives
AUGUST 30, 2024
The S&P 500 capped off the month of August just below its record high, finishing up 0.24% from last Friday. The index is currently 0.33% off its record close from July 16th, 2024 and is now up 19.09% year-to-date.
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.
Trade Brains
AUGUST 30, 2024
Have you ever wondered why some traders thrive in the forex market while others find their fortune in stocks? Understanding the differences between forex and stock trading is crucial for making informed investment decisions. This article will help you understand the key distinctions between these two markets and determine which option might be better suited to your trading style and goals.
Advisor Perspectives
AUGUST 30, 2024
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) edged up to 46.1 in August from 45.3 in July. The latest reading is better than the 45.0 forecast but keeps the index in contraction territory for a ninth straight month.
Leading Advisor
AUGUST 30, 2024
Brightrock Financial seeks an exceptional and experienced Executive Assistant to join our Team. We strive to be the best and provide a high level of… The post Executive Assistant – Brightrock Financial appeared first on Leading Advisor - Simon Reilly.
Advisor Perspectives
AUGUST 30, 2024
When you see that behavior at extreme valuations, it tends to be a sign of underlying skittishness and risk aversion. When valuations are setting record extremes because the news can’t get any better, even a slightly less optimistic outlook becomes a risk.
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!
Advisor Perspectives
AUGUST 30, 2024
With the release of July's report on personal incomes and outlays, we can now take a closer look at "real" disposable personal income per capita. At two decimal places, the nominal 0.21% month-over-month change in disposable income comes to 0.06% when we adjust for inflation. The year-over-year metrics are 3.09% nominal and 0.58% real.
Advisor Perspectives
AUGUST 30, 2024
The late Jack Bogle — father of the first index fund — famously loathed their exchange-traded offspring, warning that it only incentivize speculative trading among “fruitcakes, nut cases and lunatic fringe.” Fast forward to 2024, and critics warn a new generation of ETFs are designed to do exactly that.
Advisor Perspectives
AUGUST 30, 2024
Nvidia Corp., the world’s biggest chipmaker, has discussed joining a funding round for OpenAI that would value the artificial intelligence startup at more than $100 billion, according to people familiar with the matter.
Expert insights. Personalized for you.
274 
Let's personalize your content