The Big Picture

OCTOBER 28, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Kanye and Adidas: Money, Misconduct and the Price of Appeasement : A year ago, after producing hundreds of shoe styles and billions of dollars together, Adidas broke with Kanye West as he made antisemitic and other offensive public comments.

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Wealth Management Banking Financial Services Management 279

The Reformed Broker

OCTOBER 28, 2023

ALERT: Michael, Barry, Ben and about twenty of our most highly skilled advisor / client service superstars are coming to North Carolina from November 6th through 8th to meet with clients and celebrate our new branch office in downtown Charlotte. I’ll be there too, of course. If you’d like to chat with us about your financial plan and portfolio in-person and you’re within driving distance of CLT, hit us u.

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Financial Planning Clients Portfolio Planning 169

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst.

Management 148

Management Investments Investing Portfolio 148

Abnormal Returns

OCTOBER 28, 2023

EVs Solid-state batteries would upend the EV calculus. (on.ft.com) States are looking to pay for roads as EVs drag down gasoline taxes. (wsj.com) How the war on the 'war on cars' became a rallying cry. (oversharing.substack.com) Transport E-bikes are more than just a souped-up bike. (theatlantic.com) Why airlines are banking on sustainable aviation fuel to decarbonize.

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Food License Financial Advising Transportation 130

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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.

Accounting

Advisor Perspectives

OCTOBER 28, 2023

Amazon.com Inc. Chief Executive Officer Andy Jassy gave investors much of what they wanted this earnings season: robust sales and profit growth along with a hint that the cloud division earnings machine is regaining momentum.

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Sales 98

Trade Brains

OCTOBER 28, 2023

How To Use Keltner Channels Indicator : To be able to analyse the price movements of securities, one should gain knowledge of technical analysis tools to be profitable and manage the risks involved. One of the popular technical indicators to analyse the charts is the Keltner Channels Indicator. It is used to analyse the trends and price reversals of security by market participants to have a better view of price movements.

Banking 59

Banking Management Marketing Marketing 59

Calculated Risk

OCTOBER 28, 2023

At the Calculated Risk Real Estate Newsletter this week: • New Home Sales increase to 759,000 Annual Rate in September • Total Housing Completions Will Likely Increase Slightly in 2023; The Mix will Change • Final Look at Local Housing Markets in September • Fannie and Freddie: Single-Family Mortgage Delinquency Rate Mostly Unchanged in September This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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Sales Marketing Marketing 69

Advisor Perspectives

OCTOBER 28, 2023

The ideal rebalancing range varies by investor and depends on an investor’s risk tolerance and market views, among other factors. In a prolonged equity bull market, wider rebalancing ranges will result in higher returns, but also increase a portfolio’s risk.

Portfolio 59

Portfolio Risk Tolerance Marketing Marketing 59

Advisor Perspectives

OCTOBER 28, 2023

Momentum has turned in tech stocks and investors awakening from dreams of artificial-intelligence nirvana are back to a less grandiose concern: When will the selling stop?

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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.

Assets

Advisor Perspectives

OCTOBER 28, 2023

The world is becoming an increasingly diverse place, especially the societies that we live in and we invest in. It’s not just about social equity that companies need to focus on diversity, equity, and inclusion; it’s really about business fundamentals.

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Investments Investing 52

Advisor Perspectives

OCTOBER 28, 2023

Despite progress on bringing down inflation from mid-2022 highs, data from online job postings suggests that wage pressures may be reaccelerating. Beneath the surface, growing divergence in wage gains across occupation categories may be adding a layer of complexity to the outlook for labor markets.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

OCTOBER 28, 2023

Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself. It’s also one fueled by speculation that the SEC will soon approve ETFs with spot bitcoin exposure.

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Marketing Marketing 40

Advisor Perspectives

OCTOBER 28, 2023

Rising yields have undoubtedly done a number on bond prices, but they open up bearish opportunities in certain inverse leverage exchange traded funds (ETFs).

Numbers 40

Numbers 40

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

Management

Advisor Perspectives

OCTOBER 28, 2023

The ancient Greeks had a word κάθαρσις, which in English we now spell as “catharsis,” although it’s pronounced basically the same. It originally referred to purifying religious ceremonies, medical treatments, and so on.

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Medical 40