Wealth Management
MAY 17, 2024
The introduction of bitcoin ETFs is fueling increased advisor engagement with digital assets, according to a Digital Assets Council of Financial Professionals survey.
Abnormal Returns
MAY 17, 2024
Markets Utility stocks are having a moment. (barrons.com) Bonds seem to have bottomed. (allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. (theirrelevantinvestor.com) There are two approaches to investing. (mrzepczynski.blogspot.com) It's easy to forget the pain of volatility. (wggtb.substack.com) Venture capital Figma shareholders are getting an opportunity to sell stock, post-Adobe deal.
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Wealth Management
MAY 17, 2024
The Internal Revenue Service seeks to prevent abusive tax schemes.
Abnormal Returns
MAY 17, 2024
Business Logan Bartlett talks with Sam Altman, CEO of OpenAI. (podcasts.apple.com) Sam Dogen talks with Emily Luk, Co-Founder and CEO of Plenty. (sites.libsyn.com) Private credit Matt Reustle talks the evolution of private credit with Armen Panossian is the co-CEO of Oaktree. (joincolossus.com) Cameron Passmore and Benjamin Felix talk about whether private credit is all that special.
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
MAY 17, 2024
The power of representation and how my journey led me to financial services.
Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (rather than sharing third-party content), spoke to the firm's or advisor's principles (with posts responding to current news topics lagging), an
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
MAY 17, 2024
This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. She also leads the firm’s environmental, social and governance research. She has been a ranked analyst in the Institutional Investor survey for the last eleven years. Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco.
Wealth Management
MAY 17, 2024
TD Bank is suing Raymond James and two former employees, claiming they broke non-solicitation vows when they left TD, attracting $22 million in assets.
Calculated Risk
MAY 17, 2024
From STR: U.S. hotel results for week ending 11 May The U.S. hotel industry reported higher performance from the previous week and positive comparisons year over year, according to CoStar’s latest data through 11 May. 5-11 May 2024 (percentage change from comparable week in 2023): • Occupancy: 66.1% (+2.1%) • Average daily rate (ADR): US$162.14 (+4.4%) • Revenue per available room (RevPAR): US$107.24 (+6.6%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy ra
A Wealth of Common Sense
MAY 17, 2024
These are the trailing total returns for the U.S. stock market1 over various time frames: Year to date: +11% One year: +30% Five years: +94% Ten years: +223% Fifteen years: +679% Not bad considering we’ve had two bear markets in the past four years. If you put $10,000 into the U.S. stock market five years ago, your money has essentially doubled: Now look at the returns by year: 2019: +31% 2020: +21% 2021: +26% 2022.
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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.
Calculated Risk
MAY 17, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in April & 3rd Look at Local Housing Markets A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.23 million in April , up 1.0% from March’s preliminary pace and up 0.2%
Trade Brains
MAY 17, 2024
In today’s world, we’re constantly surrounded by a symphony of technology. From the quiet hum of our laptops to the dazzling display of our smartphones, these marvels rely on a hidden partnership between batteries and electronic solutions. Batteries and electronics are the unsung heroes of our modern world. Their seamless partnership is so deeply embedded in our daily lives that we often take them for granted.
Calculated Risk
MAY 17, 2024
From BofA: 2Q US GDP tracking is down a tenth from our official forecast of 2.0% q/q saar to 1.9% q/q saar [May 17th estimate] emphasis added From Goldman: We raised our Q2 GDP tracking estimate by 0.2pp to +3.2% (qoq ar) and our domestic final sales estimate by 0.1pp to +2.5%, but we lowered our past-quarter GDP tracking estimate for Q1 by 0.1pp to +1.2% (vs. +1.6% originally reported).
Alpha Architect
MAY 17, 2024
The finding that the recommendations from SA articles resulted in statistically significant risk-adjusted alphas (returns unexplained by conventional academic models using factors such as the market, size, value, momentum, profitability, and quality for equity portfolios) is surprising given that the empirical evidence shows how difficult it is for institutional investors such as mutual funds to show outperformance beyond the randomly expected (as can be seen in the annual SPIVA Scorecards) beca
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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
MAY 17, 2024
The Conference Board Leading Economic Index (LEI) decreased in April to its lowest level since April 2020. The index fell 0.6% from last month to 101.8. Overall, the LEI continues to signal softer economic conditions lay ahead for the U.S. economy.
Random Roger's Retirement Planning
MAY 17, 2024
The title of this post was a comment left on a retirement article at Yahoo that generally pointed to our collective desire to retire in our early 60's not matching up with our collective financial reality. If you read a lot about personal finance then this has been ingrained. Average retirement account balances are in the very low six figures even for people who are getting close to what is thought of as "normal" retirement age.
Advisor Perspectives
MAY 17, 2024
The yield on the 10-year note ended May 17, 2024 at 4.42%, the 2-year note ended at 4.83%, and the 30-year at 4.56%.
Darrow Wealth Management
MAY 17, 2024
If parents have the means to pay for all college costs, should they? The answer will be different for every family. There are plenty of reasons for parents to pay for the full cost of college (assuming they have the ability to do so). But there can also be valuable lessons when college students have a little skin in the game. Having your kids contribute in some way to the cost of their education can provide valuable financial lessons and prepare them for the real world.
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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.
Advisor Perspectives
MAY 17, 2024
The S&P 500 posted its fourth consecutive weekly gain after notching a new all-time high this week. The index is currently up 11.82% year to date and has recorded a new all-time high 23 times this year.
Trade Brains
MAY 17, 2024
Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. Hailing from South India, the group holds leadership position across Auto Components, Abrasives, Ceramics, power Systems and other major industries. Today we will look at an important Financial Institution from the prestigious house of Murugappa Group.
Advisor Perspectives
MAY 17, 2024
Huge news from the markets today: The Dow Jones Industrial Average hit 40,000 points for the first time. The number is splashed across financial news sources the world over (including Bloomberg), even though the index closed back below the threshold by the end of trading.
Darrow Wealth Management
MAY 17, 2024
If parents have the means to pay for all college costs, should they? The answer will be different for every family. There are plenty of reasons for parents to pay for the full cost of college (assuming they have the ability to do so). But there can also be valuable lessons when college students have a little skin in the game. Having your kids contribute in some way to the cost of their education can provide valuable financial lessons and prepare them for the real world.
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
MAY 17, 2024
In our latest research insight, RBA's Senior Research Analyst, Matthew Poterba, explains the numerous positive developments that help explain China's strong year-to-date outperformance.
Truemind Capital
MAY 17, 2024
How much experience does it take to truly master the art of investing? 3 years? Not a chance. In the last 3 years, markets have been riding high without even a 10% correction. It’s been more like a joyride than a test of skill. How about 5 years ? We saw a market decline due to Covid in 2020 that threw us all in a loop. Shouldn’t it count?
Advisor Perspectives
MAY 17, 2024
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of May 3rd, the index was at 20.263, up 1.737 from the previous week, with 5 of the 6 components in expansion territory.
Advisor Perspectives
MAY 17, 2024
BlackRock Inc.’s Rick Rieder has some advice that bucks conventional wisdom: The best way for the Federal Reserve to temper inflation will be to lower rates, not hold them higher.
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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
MAY 17, 2024
ETFs are getting financial advisors more comfortable with putting their money in digital assets. This article, from an investor in early-stage Blockchain ventures, provides advice on why advisors need to invest in bitcoin with the big picture in mind in order to maximize returns and diversification for clients.
Advisor Perspectives
MAY 17, 2024
Gold’s record-setting rally may have captured the headlines this year, but it’s silver that’s running harder and faster as the less glamorous metal benefits from robust financial and industrial demand.
Advisor Perspectives
MAY 17, 2024
This week’s meme-stock pop is a sign that US equity markets are frothy and potentially peaking, according to the latest Bloomberg Markets Live Pulse survey.
Advisor Perspectives
MAY 17, 2024
Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI in the short term. These include healthcare and consumer companies, which also have more attractive valuations.
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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