The Big Picture
NOVEMBER 1, 2024
This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT. Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Annie has been named to Forbes’ Midas List as well as Fortune’s Top 20 Private Equity Power Players and Modern Healthcare’s 100 Most Influential People.
Abnormal Returns
NOVEMBER 1, 2024
Listening Podcasts keep growing in popularity. (sherwood.news) Podcasts are a delivery device for misinformation. (washingtonpost.com) How 'The Rest is History' podcast came to be so popular. (wsj.com) What is the future of true crime podcasting? (niemanlab.org) 25 lessons from 150 million podcast downloads, including 'Find your reps.' (ryanholiday.net) How video can help podcast discovery.
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Nerd's Eye View
NOVEMBER 1, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP Board eliminate rules and standards that duplicate, conflict with, and/or impose in addition to existing SEC and/or FINRA rules and standards.
A Wealth of Common Sense
NOVEMBER 1, 2024
Paul Tudor Jones made some waves last week on a CNBC interview: He’s worried government spending and deficit levels are going to lead to a crisis: “The question is after this election will we have a Minsky moment here in the United States and U.S. debt markets?” Jones said, referring to shorthand for a dramatic decline in asset prices. “Will we have a Minsky moment where all of a sudden there̵.
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
NOVEMBER 1, 2024
The authors of the research discussed developed a machine learning model that can accurately predict trading volume for individual stocks. They then demonstrated how this model can be used to construct a portfolio that outperforms a traditional market-cap weighted portfolio. Using Trading Volume to Optimize Portfolio Construction and Implementation was originally published at Alpha Architect.
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Wealth Management
NOVEMBER 1, 2024
In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.
Calculated Risk
NOVEMBER 1, 2024
The headline jobs number in the October employment report was below expectations, and August and September payrolls were revised down by 112,000 combined. The participation rate and the employment population ratio declined, and the unemployment rate was unchanged at 4.1%. Earlier: October Employment Report: 12 thousand Jobs, 4.1% Unemployment Rate Seasonal Retail Hiring Typically, retail companies start hiring for the holiday season in October, and really increase hiring in November.
Advisor Perspectives
NOVEMBER 1, 2024
The latest employment report showed 12,000 jobs were added in October, virtually unchanged, and well below forecasts of the expected addition of 106,000 new jobs. Meanwhile, the unemployment rate held steady at 4.1%.
Wealth Management
NOVEMBER 1, 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
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.
Discipline Funds
NOVEMBER 1, 2024
If you missed the early weekend reading then please see here. But if you really want to ruin your weekend then please keep reading this special labor market edition of weekend reading. How about that labor report? The October employment report came in at just 12K. It was a very messy report given the impact of the prior month’s hurricane and the big Boeing strike.
Wealth Management
NOVEMBER 1, 2024
Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth business, as Focus continues its consolidation strategy.
Calculated Risk
NOVEMBER 1, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.5% Below 2022 Peak Excerpt: It has been over 18 years since the bubble peak. In the August Case-Shiller house price index on Tuesday, the seasonally adjusted National Index (SA), was reported as being 75% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 11% above the bubble peak (and historically there has been an upward slope to real house prices).
Wealth Management
NOVEMBER 1, 2024
The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and MaxMyInterest.
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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
NOVEMBER 1, 2024
As of October 31, 2024, the 10-year note was 376 basis points above its historic closing low of 0.52% reached on August 4, 2020.
Wealth Management
NOVEMBER 1, 2024
Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth business, as Focus continues its consolidation strategy.
Advisor Perspectives
NOVEMBER 1, 2024
Apple Inc., heading into its most critical sales period of the year, sparked fresh concerns about revenue growth and lingering weakness in an intensely competitive China market.
Wealth Management
NOVEMBER 1, 2024
Cinda Collins alleged her former employer discriminated against her by terminating her after 30+ years because she was nearing retirement.
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
Random Roger's Retirement Planning
NOVEMBER 1, 2024
ReturnStacked ETFs added some very interesting info to the pages for its ETFs. They are now providing transparency on risk weighting of the markets that they invest in as well as whether they are long or short for managed futures and carry. Here's today's screen shot for Stocks and Managed Futures (RSST). And for Stocks and Futures Yield (RSSY) aka carry.
Wealth Management
NOVEMBER 1, 2024
Jania Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness.
Advisor Perspectives
NOVEMBER 1, 2024
There is a general belief that there are four big indicators that the NBER Business Cycle Dating Committee weighs heavily in their cycle identification process. This commentary focuses on one of those indicators, nonfarm employment. October saw a 12,000 increase in total nonfarm payrolls and the unemployment remained at 4.1%.
Wealth Management
NOVEMBER 1, 2024
The asset manager has appointed a new global COO to support its wealth management alts business.
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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.
Advisor Perspectives
NOVEMBER 1, 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.
Wealth Management
NOVEMBER 1, 2024
The transaction doesn’t include B. Riley’s roughly 190 independent advisers or its 90 tax professionals.
Advisor Perspectives
NOVEMBER 1, 2024
A middle-aged man who works in emergency services in the US had been battling depression and suicidal thoughts for 17 years, unable to sleep most nights and leaving his wife and teen daughter walking on eggshells because of his irritability, before he opted for a shot in the dark.
Alpha Architect
NOVEMBER 1, 2024
Full exposure to domestic equities. Full exposure to international equities. Full exposure to REITs. No exposure to commodities. Full exposure to intermediate-term bonds. DIY Trend-Following Allocations: November 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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
NOVEMBER 1, 2024
Investors who’ve been hedging against a deeper selloff in US Treasuries are preparing for volatility as Friday’s hurricane- and strike-tinged US employment report offers final clues ahead of next week’s Federal Reserve policy decision.
Carson Wealth
NOVEMBER 1, 2024
This week on Take 5, in the spirit of Halloween, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss market fears in a lighthearted way. They mention potential economic concerns like elevated mortgage rates, energy prices, and the recent strong growth potentially influencing the Fed’s policy.
Advisor Perspectives
NOVEMBER 1, 2024
Three months ago, Wall Street punished the world’s largest technology firms for spending enormous amounts to develop artificial intelligence, only to deliver results that failed to justify the costs.
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