Abnormal Returns

NOVEMBER 7, 2024

Books A Q&A with Jon Grinspan’s book author of "The Age of Acrimony: How Americans Fought To Fix Their Democracy, 1865-1915." (politico.com) Five insights from Keith Payne's "Good Reasonable People: The Psychology Behind America’s Dangerous Divide." (nextbigideaclub.com) Longreads On the parallels between China today and Gilded Age America. (construction-physics.com) Why this year's Nobel Prizes in Economics are controversial.

Economics 159

Economics 159

A Wealth of Common Sense

NOVEMBER 7, 2024

Bill Artzerounian joined me on this show this week to talk about the election’s impact on your taxes, the downsides of early retirement, tax planning for retirement and when to fill up your Roth buckets for retirement savings. Further Reading: Some Things I Don’t Believe About Investing The post Presidential Terms, Recessions & Bear Markets appeared first on A Wealth of Common Sense.

Tax Planning 124

Tax Planning Marketing Marketing Retirement 124

Wealth Management

NOVEMBER 7, 2024

Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.

Assets 111

Assets Management Investing Investments 111

Calculated Risk

NOVEMBER 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in October compared to September. The Manheim Used Vehicle Value Index (MUVVI) fell to 202.8, a decline of 3.2% from a year ago. The seasonal adjustment to the index reduced the change for the month, as non-seasonally adjusted values declined at a higher rate.

Consulting 108

Consulting Sales 108

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.

Accounting

Wealth Management

NOVEMBER 7, 2024

The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue.

Financial Services 111

Financial Services 111

Wealth Management

NOVEMBER 7, 2024

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Wealth Management 119

Wealth Management Financial Advisor Planning Management 119

Darrow Wealth Management

NOVEMBER 7, 2024

Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and their stock options. Financially, what an IPO means for current and former employees mostly depends on when you were hired. For early-stage employees and founders with stock, going public can potentially be life-changing.

Taxes 83

Taxes Wealth Management Wealth Advisor Tax Planning 83

Wealth Management

NOVEMBER 7, 2024

A mentorship program provides opportunities for employees to build strong relationships, learn from each other, and grow in their personal development.

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105

Advisor Perspectives

NOVEMBER 7, 2024

One of the memorable moments of Nvidia Corp.’s most recent conference for developers came toward the end of the chip giant’s semi-annual event.

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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.

Accounting

Wealth Management

NOVEMBER 7, 2024

Private markets are where the public markets were 30 years ago when investment choices were abundant and information sporadic.

Marketing 116

Marketing Marketing Investing Investments 116

Norman Marks

NOVEMBER 7, 2024

Michael Rasmussen and I friends both in real life and on Facebook (which is not always the case). I met him through OCEG (which I recommend as they have some excellent resources) where we were two of the first three OCEG Fellows. (The other one was Brian Barnier. I recommend following both of them.

Compliance 58

Compliance Government 58

Wealth Management

NOVEMBER 7, 2024

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with closely-held business owners.

Recruitment 103

Recruitment 103

Calculated Risk

NOVEMBER 7, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: University of Michigan's Consumer sentiment index (Preliminary for November).

Economics 57

Economics 57

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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.

Accounting

Wealth Management

NOVEMBER 7, 2024

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

Wealth Advisor 105

Wealth Advisor Banking 105

Calculated Risk

NOVEMBER 7, 2024

Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a solid pace. Since earlier in the year, labor market conditions have generally eased, and the unemployment rate has moved up but remains low. Inflation has made progress toward the Committee's 2 percent objective but remains somewhat elevated.

Economics 57

Economics Accounting Marketing Marketing 57

Wealth Management

NOVEMBER 7, 2024

The decision underscores a previous ruling partially favoring former Morgan Stanley advisors who fought with the wirehouse in arbitrations.

Planning 104

Planning 104

Calculated Risk

NOVEMBER 7, 2024

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in October.

Sales 57

Sales Marketing Marketing Numbers 57

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

Numbers

Wealth Management

NOVEMBER 7, 2024

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

Management 105

Management 105

Calculated Risk

NOVEMBER 7, 2024

The DOL reported : In the week ending November 2, the advance figure for seasonally adjusted initial claims was 221,000 , an increase of 3,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 216,000 to 218,000. The 4-week moving average was 227,250, a decrease of 9,750 from the previous week's revised average.

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57

Wealth Management

NOVEMBER 7, 2024

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

Taxes 105

Taxes Investing Investments 105

Random Roger's Retirement Planning

NOVEMBER 7, 2024

As markets and pundits are now sorting out what the election results mean for markets, Bloomberg had an interesting segment early in the day that the results could be good for event driven investing which includes mergers and more relevant to my interests, merger arbitrage. We'll see how that pans out but one interesting idea put out in that conversation what that Qualcom (QCOM) might try to buy Intel (INTC).

Media 52

Media Taxes Investing Investments 52

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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.

Planning

Wealth Management

NOVEMBER 7, 2024

A three-step process that delivers enough value without being over-the-top.

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119

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances.

Planning 52

Planning Estate Planning Taxes Assets 52

Wealth Management

NOVEMBER 7, 2024

When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

Accounting 98

Accounting Management Clients 98

Advisor Perspectives

NOVEMBER 7, 2024

In the week ending November 2nd, initial jobless claims were at a seasonally adjusted level of 221,000. This represents an increase of 3,000 from the previous week's figure and is slightly better than forecasts for 223,000.

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52

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!

Management

Wealth Management

NOVEMBER 7, 2024

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

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NAIFA Advisor Today

NOVEMBER 7, 2024

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field

Ethics 52

Ethics Financial Services Education Clients 52

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Understand how SEO and SEM work together. They help attract the right leads and improve your search engine rankings. Find out what SEO means. This includes content marketing, keyword research, and tips to enhance your website for search engines.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52