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.
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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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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%.
Trade Brains
NOVEMBER 1, 2024
In today’s volatile market landscape, investors continuously seek companies demonstrating sustainable growth patterns. Moreover, these five Indian companies have exhibited exceptional financial stability and consistent earnings growth over the past five years. Furthermore, their remarkable performance stems from robust business models and strategic market positioning. 1.
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
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.
Trade Brains
NOVEMBER 1, 2024
Investing in defense stocks with a P/E ratio below the industry average offers promising opportunities. The Indian defense sector is crucial for national security, with a growing focus on self-reliance. Several companies, like Hindustan Aeronautics and Bharat Electronics, currently trade below the average P/E of 65.54, making them attractive for long-term investors. 1.
Wealth Management
NOVEMBER 1, 2024
Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth business, as Focus continues its consolidation strategy.
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.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
NOVEMBER 1, 2024
The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and MaxMyInterest.
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
Omaha-based Homan Wealth Advisors will join Colony's Buckingham Strategic Wealth business, as Focus continues its consolidation strategy.
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.
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!
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.
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
Jania Stout, who sold her firm to OneDigital in 2021, will lead Prime Capital Retirement and Prime Capital Wellness.
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.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Wealth Management
NOVEMBER 1, 2024
The asset manager has appointed a new global COO to support its wealth management alts business.
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 transaction doesn’t include B. Riley’s roughly 190 independent advisers or its 90 tax professionals.
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.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
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.
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.
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.
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