Abnormal Returns
AUGUST 27, 2024
Quant stuff Just how much financial analysis can AI already do? (sparklinecapital.com) A look at three different backtesting methodologies. (papers.ssrn.com) Index funds On the performance of stocks kicked out of major indices. (researchaffiliates.com) Why do index funds change benchmarks? (morningstar.com) Private equity A look at the dispersion in private fund returns.
A Wealth of Common Sense
AUGUST 27, 2024
The firehose of information we’re afforded these days is a double-edged sword. There is an abundance of news, analysis, charts and opinions but it can all be overwhelming if you don’t have an effective filter in place. When it comes to finance I have some filters to help understand which types of sources and people to safely ignore. These are the types of financial voices and data I immediately ignore: Pricing.
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Abnormal Returns
AUGUST 27, 2024
Commodities Farmers are facing a bumper crop for soybeans and corn. (wsj.com) Gasoline prices are at six-month lows. (advisorperspectives.com) Strategy You're not a billionaire. Stop trying to invest like one. (axios.com) What tennis can teach us about success in investing. (carsongroup.com) Companies Snowflake ($SNOW) issues employees A LOT of stock.
Nerd's Eye View
AUGUST 27, 2024
Welcome everyone! Welcome to the 400th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Tibergien. Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry. What's unique about Mark, though, is how, over the course of a 50-year career in financial services, he has seen firsthand the evolution of the financial advi
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.
Wealth Management
AUGUST 27, 2024
Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 27, 2024
The recent outperformance in low-volatility ETFs marks a reversal of factor performance trends.
Advisor Perspectives
AUGUST 27, 2024
The Conference Board's Consumer Confidence Index® hit a six-month high in August. The index rose to 103.3 this month from July's upwardly revised 101.9. This month's reading was better than expected, exceeding the 100.9 forecast.
Wealth Management
AUGUST 27, 2024
What can make or break a successful transition?
Advisor Perspectives
AUGUST 27, 2024
Fifth district manufacturing activity slowed in August, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -19 this month from -17 in July. This month's reading was worse than the forecast of -14 and is the lowest reading since May 2020.
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.
Wealth Management
AUGUST 27, 2024
Minneapolis-based advisor Denver Gilliand has left Hightower to start his own RIA, among other new launches this week.
Advisor Perspectives
AUGUST 27, 2024
When you master the art of trust-based selling, you’ll be able to create trust in a split-second and never feel afraid about losing a client again.
Wealth Management
AUGUST 27, 2024
Cash returns have nowhere to go but down.
Million Dollar Round Table (MDRT)
AUGUST 27, 2024
By Katrina Ann Church As a financial advisor, there was a time in my career when I realized I’d been giving so much of myself for so long that I felt depleted. Through MDRT’s Whole Person concept, though, I learned how to protect and energize myself so I could support others at work and at home. This also allowed me to create a more balanced life and the type of business I wanted with a more predictable income stream.
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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.
Wealth Management
AUGUST 27, 2024
Thursday, September 26, 2024 2:00 PM Eastern Daylight Time
oXYGen Financial
AUGUST 27, 2024
Wealth Management
AUGUST 27, 2024
Options strategies are increasingly being packaged into SMAs, reports FundFire. The outcome of the U.S. elections has cast some uncertainty on the future of private infrastructure funds. These are among the investment must reads we found this week for wealth advisors.
XY Planning Network
AUGUST 27, 2024
The newly-renamed AdviceTech Competition is headed to the 10th annual XYPN LIVE conference to put “ Tools for the Modern Advicer ” on center stage. Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.
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
AUGUST 27, 2024
A quick checklist that may help when dealing with mentally ill clients or beneficiaries.
Calculated Risk
AUGUST 27, 2024
CR Note: On vacation. I will return on Thursday, Sept 5th (If I don't get lost!) In December 2006, my friend Doris "Tanta" Dungey started writing for Calculated Risk. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger. Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices.
Wealth Management
AUGUST 27, 2024
Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more.
Advisor Perspectives
AUGUST 27, 2024
Home prices continued to trend upwards in June as the benchmark 20-city index rose for a sixteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.4% increase month-over-month (MoM) and a 6.4% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to 0.1% and the YoY was reduced to 0.9%.
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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.
Wealth Management
AUGUST 27, 2024
Eide Bailly’s RIA will become part of Sequoia, and the accounting firm will take a stake in Sequoia.
Advisor Perspectives
AUGUST 27, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) unexpectedly declined to 424.5 in June, just below the all-time high of 424.8 from the previous month. U.S. house prices were down 0.1% from the previous month and are up 5.1% from one year ago. After adjusting for inflation, the real index was up 0.1% month-over-month and up 3.3% year-over-year.
Steve Sanduski
AUGUST 27, 2024
Guest: Lisa Salvi , Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal advisory practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and grow their businesses.
Advisor Perspectives
AUGUST 27, 2024
It’s been the ultimate no-brainer for more than a year: Park your money in super-safe Treasury bills, earn yields of more than 5%, rinse and repeat. Or as billionaire bond investor Jeffrey Gundlach put it last October, “T-bill and chill.
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!
Tobias Financial
AUGUST 27, 2024
Significant changes are on the horizon with the upcoming sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. The anticipated sunset of some important provisions presents a great opportunity to start discussing steps we can take to prepare. To help you navigate these complex changes, our CEO, Marianela Collado , CPA/PFS, CFP®, CDS® has broken down the key points in three detailed videos.
Advisor Perspectives
AUGUST 27, 2024
The 19th Century American author Mark Twain once said: “Travel is fatal to prejudice, bigotry, and narrow-mindedness, and many of our people need it sorely on these accounts. Broad, wholesome, charitable views of men and things cannot be acquired by vegetating in one little corner of the earth all one’s lifetime.
NAIFA Advisor Today
AUGUST 27, 2024
Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice.
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