Wealth Management
AUGUST 28, 2024
After more than 20 years in the wealthtech business, Orion's president of advisor technology says he's taking a break from the industry. He’ll stay on as an advisor to Orion’s CEO for the rest of this year.
Abnormal Returns
AUGUST 28, 2024
Podcasts Peter Lazaroff on why you don't have to pick stocks to be successful. (peterlazaroff.com) Barry Ritholtz talks with Prof. Aswath Damodaran about the lifecycle of companies. (ritholtz.com) Khe Hy talks with Rachel Feintzeig about the ins and outs of taking a sabbatical. (youtube.com) Retirement How to plan for retirement. (humbledollar.com) The case against downsizing in retirement.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
AUGUST 28, 2024
The days of equating ESG with the blacklisting of commodities are over, it seems.
Abnormal Returns
AUGUST 28, 2024
Markets The Fed's balance sheet continues to shrink. (sherwood.news) Money is flowing into the iShares 20+ Year Treasury Bond ETF ($TLT). (ft.com) The rise of Nvidia ($NVDA) is simply unprecedented. (sherwood.news) Companies Is any media companies actually investable? (hollywoodreporter.com) Will Japanese customers abide a takeover of 7-Eleven? (washingtonpost.com) Lego is still crushing it.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management
AUGUST 28, 2024
Municipal borrowers have issued nearly $320 billion of long-term debt so far this year, a 37% increase from the same period a year ago.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
Wealth Management
AUGUST 28, 2024
Wells Fargo is also named in a separate lawsuit filed this week. In it, a former client services associate alleges she was subject to continued mistreatment from a superior without action from the bank.
The Big Picture
AUGUST 28, 2024
Why Fees Really Matter with Eric Balchunas , Bloomberg Intelligence (Nov 8, 2023) Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence.
Wealth Management
AUGUST 28, 2024
Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services.
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
A Wealth of Common Sense
AUGUST 28, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Federal Reserve Jackson Hole meeting Nvidia Is Up 2,000% Since 2019. These WSJ Readers Invested Early. Nvidia Rally Mints Millionaires Too Busy to Bask in New Wealth Crypto Bros Aren’t Flipping Watches.
Wealth Management
AUGUST 28, 2024
Two investors filed suits this week against the brokerage, claiming the Raymond James Bank Deposit Program benefitted the company at the expense of customers.
Trade Brains
AUGUST 28, 2024
It’s essential for traders to comprehend price movements using candlestick patterns, a crucial technical tool. Candlestick charts display patterns over a specific time period, providing insights into market trends such as reversals, continuations, or indecision. This article aims to examine the Bearish Mat Hold candlestick pattern, discussing its significance, features, and psychology, illustrated with chart examples.
Wealth Management
AUGUST 28, 2024
The Investment Adviser Association argues the rule was “adopted largely as proposed” and is “too prescriptive.
Advertisement
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.
Advisor Perspectives
AUGUST 28, 2024
By incorporating these practical suggestions into your meetings, you can effectively leverage the power of likability and high-quality evidence to build trust and increase your assets under management.
Wealth Management
AUGUST 28, 2024
Thursday, October 17, 2024 | 4:00 PM ET
Advisor Perspectives
AUGUST 28, 2024
Berkshire Hathaway Inc. became the first US company outside of the tech sector to surpass $1 trillion in market value.
SEI
AUGUST 28, 2024
Exchange-traded, Interval, and Tender-Offer Funds Present Growth Opportunities for Investment Managers
Advertisement
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?
Wealthfront
AUGUST 28, 2024
Is September the worst month for the US stock market? Depending on who you ask, maybe. This belief is so common that it has a name: the “September effect.” In this post, we’ll look at nearly a century of US stock market data to investigate whether there’s any truth to the idea that September is […] The post Is September the Worst Month for the Stock Market?
Random Roger's Retirement Planning
AUGUST 28, 2024
Some new, or just new to me, funds to take quick, introductory looks at and a theory. Earlier this month, Simplify launched the Gamma Emerging Market Bond ETF (GAEM). Despite the fund name and so many other Simplify funds using derivatives, GAEM appears to simply be a bond fund although it is quite a bit more exotic than most other emerging market bond funds, focusing on Latin America.
Advisor Perspectives
AUGUST 28, 2024
Bitcoin's price rose above $64,000 but has drifted back down to $59,000 this past week. BTC is currently up ~35% year to date. Here are the latest charts on three of the largest cryptocurrencies by market share through 8/27/24.
FMG
AUGUST 28, 2024
Leveraging video marketing can change the game for financial advisors. Studies show 79% of consumers would rather watch a video about a product than read about it (Animoto). Camera shy? You’re not alone! When we hosted a Video 101 Webinar , many of our attendees agreed that camera shyness was the first hurdle keeping them from maximizing their marketing.
Advertisement
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
AUGUST 28, 2024
The latest retail sales report seems to have given Wall Street something to cheer about. Headlines touting resilience in consumer spending increased hopes of a “soft landing” boosting the stock market.
NAIFA Advisor Today
AUGUST 28, 2024
Marie Gilmore O'Keefe’s career path has been anything but conventional. Her entry into the financial services sector came through a winding route that began in the world of food service and hospitality. The pivot from hospitality to financial services came when her mother-in-law’s financial advisor inquired about people looking for job opportunities, she suggested that Marie’s husband might be a fit.
Advisor Perspectives
AUGUST 28, 2024
The Big Tech boom is causing headaches for all-powerful index providers on Wall Street, who can send billions of benchmark-tracking dollars on the move with just a stroke of the pen.
Validea
AUGUST 28, 2024
The NASDAQ 100 has dominated all the other major indexes for a long time now. Due to its strong run, and the fact that jt is dominated by growth companies, many investors think that there is no value in the index. But our quantitative models would beg to differ. They are currently seeing value in some names within the index, including some big name stocks many look at as overvalued.
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
AUGUST 28, 2024
Watch the video above to get specific recommendations for how to think about a website revamp as a financial advisor, and when to redirect your attention to other initiatives.
Truemind Capital
AUGUST 28, 2024
Yes, why not? But Alas! I can not set up a BLUETOOTH connection between ‘My mind & the AI tool’. Else, I would have let both of them connect directly to ideate, brainstorm, structure, and proof-read the content. Would have been so much time-saving! Even the official LinkedIn website page says…” Don’t ask the tool to come up with ideas for you or help you brainstorm “ And also, “ Provide specific and detailed information on what you want to write about ” Which means the core time-
Advisor Perspectives
AUGUST 28, 2024
As we enter a profoundly uncertain investing environment, we find this quote from one of the most influential photographers of the 20 th century to be incredibly apt in describing the opportunities in markets today.
YouSet Insurance
AUGUST 28, 2024
In insurance, accidental damage refers to unintentional damage you do to your home, condo, or rental unit.
Advertisement
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.
Expert insights. Personalized for you.
311 
Let's personalize your content