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To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest.
Podcasts Brendan Frazier talks with Meghaan Lurtz about building a screening process to identify perfect prospects. (podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. (standarddeviationspod.com) The biz Fidelity is crushing it. (riabiz.com) What is the target market for MAGA-centric Strive Wealth Management?
Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.
Updated for 2024 – 2025. Investors often ask: should I be making nondeductible IRA contributions? In the vast majority of cases the answer is no. Why non-deductible? Because many taxpayers earn too much to make pre-tax IRA contributions as they have a 401(k) at work. Although any investor with earned income can make a non-deductible contribution to an IRA (up to $7,000 in 2024-2025 if under age 50) and still take advantage of tax-deferred growth, it still may not be advisable.
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
Tuesday: • At 6:00 AM ET, NFIB Small Business Optimism Index for October. • At 2:00 PM, Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for October.
Financial advisors are bracing for the "next big thing" as artificial intelligence (AI) is playing an increasingly prominent role. The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions. Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions.
In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests. We cover: “All Duration Investing” Cullen’s framework for matching investments to specific time horizons The Fed as Chuck Norris Why the threat of Fed action can be more powerful than the action itself QE vs Fiscal Stimulus Understanding why QE wasn’t inflationary, but COVID stimulus was International Diversification Making the case for lookin
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.
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 11th, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates The S&P 500 was up 4.7% for the week, up 25% for the year. Nasdaq was up 5.7% for the week, up 28.5% for the year. What Drove The Market? The biggest driver of stock market performance was the conclusion of the presidential election.
In this first episode of “Does my Marketing STINK?”, we’ll interview Chase Dapello of Westlake Private Wealth Management and answer the question of whether or not his marketing stinks. If you’d like to be a guest on “Does my marketing STINK” and have you or your company’s marketing analyzed for free, send me a note below.
I was really humbled to be featured on the Excess Returns podcast in one of their big lessons episodes. In this episode they discuss the 8 big lessons they’ve learned from me over the years. This included: 2:44 Defined Duration Investing – my new asset allocation process by which I focus on quantifying the time horizons over which to use certain instruments and help match them to a financial plan. 12:06 Understanding QE vs Fiscal Stimulus – One of the biggest lessons I learned
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Join us on Tuesday, December 3, 2024, at 3 pm Eastern as NAIFA’s Government Relations team unpacks the results of the 2024 general election and its implications for insurance agents and the broader financial services industry. With a new administration, shifts in the Senate and House, and changes across 11 gubernatorial offices and 85 state legislative chambers, this webinar will provide valuable insights on the challenges and opportunities that lie ahead.
In addition to better appreciating why gold is surging, our analysis will help you recognize that market narratives explaining asset price movements can be wrong, no matter how reasonable they may seem at first blush.
Understand the rules and strategies for Required Minimum Distributions (RMDs) for your retirement accounts to help you avoid unexpected taxes and penalties.
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of November 1, the index was at 36.256, down 1.435 from the previous week, with 5 of the 6 components in expansion territory.
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.
I am sure we have all seen situations when people on a team don’t get along. Maybe they compete with each other, vying for the boss’s favor, and in the process failing to work together. Maybe they simply don’t like each other and would like the other person to fail, or at least look bad.
Mike Wirth became the king of Big Oil on Oct. 7, 2020. That was the day the chief executive officer of Chevron Corp. elbowed out archival Exxon Mobil Corp. to become America’s largest oil corporation by market value. It was the zenith of a honeymoon between Wall Street and Wirth.
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