Nerd's Eye View

NOVEMBER 11, 2024

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.

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Marketing Marketing Communication Engineering 246

Abnormal Returns

NOVEMBER 11, 2024

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?

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Wealth Management Estate Planning Tax Planning Financial Advisor 163

Wealth Management

NOVEMBER 11, 2024

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.

Planning 116

Planning Investing Investments 116

Darrow Wealth Management

NOVEMBER 11, 2024

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.

Taxes 84

Taxes Distribution Retirement Retirement Planning 84

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.

Accounting

Wealth Management

NOVEMBER 11, 2024

LPL Financial acquired a $410 million Hollywood firm from Osaic, while the latter firm attracted a $180m wealth manager out of Buffalo.

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Wealth Management Management 105

Wealth Management

NOVEMBER 11, 2024

It’s easier to get into college than conventional wisdom would suggest.

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Advisor Perspectives

NOVEMBER 11, 2024

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.

Economics 97

Economics Economy 97

Wealth Management

NOVEMBER 11, 2024

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

Retirement 104

Retirement Management 104

Don Connelly & Associates

NOVEMBER 11, 2024

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.

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Financial Advising Portfolio Management Financial Advisor Financial Planning 52

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 11, 2024

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

Retirement 104

Retirement Management 104

Calculated Risk

NOVEMBER 11, 2024

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.

Banking 59

Banking 59

Wealth Management

NOVEMBER 11, 2024

Agents need to get clients’ advisors involved. Here’s how.

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Insurance Clients 103

Validea

NOVEMBER 11, 2024

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

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Banking Portfolio Investing Investments 52

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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

Zoe Financial

NOVEMBER 11, 2024

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.

Marketing 52

Marketing Marketing Taxes Financial Advisor 52

Sara Grillo

NOVEMBER 11, 2024

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.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Walkner Condon Financial Advisors

NOVEMBER 11, 2024

Understand the rules and strategies for Required Minimum Distributions (RMDs) for your retirement accounts to help you avoid unexpected taxes and penalties.

Distribution 52

Distribution Taxes Retirement Accounting 52

Advisor Perspectives

NOVEMBER 11, 2024

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.

Marketing 52

Marketing Marketing 52

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

Discipline Funds

NOVEMBER 11, 2024

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

Asset Allocation 52

Asset Allocation Portfolio Financial Planning Government 52

Advisor Perspectives

NOVEMBER 11, 2024

In the midst of grieving your loved one’s loss and making funeral arrangements, you may also be responsible for finalizing their estate, which could include inheriting real estate.

Estate Planning 52

Estate Planning Planning 52

NAIFA Advisor Today

NOVEMBER 11, 2024

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.

Financial Services 52

Financial Services Insurance Government 52

Advisor Perspectives

NOVEMBER 11, 2024

I went to bed “early” on election night, around 10:30 pm. We are in the five months of the year where Puerto Rico is one hour ahead of Eastern time, and nothing I was seeing made me think it would be an early night. And by that I meant 3 or 4 am.

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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

Norman Marks

NOVEMBER 11, 2024

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.

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Management Compliance Government 45

Advisor Perspectives

NOVEMBER 11, 2024

Accumulating inconsistencies in the prevailing paradigm then trigger a crisis, leading to the emergence of new theories and ideas, resulting in a paradigm shift where the old framework is rapidly replaced by a new one.

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oXYGen Financial

NOVEMBER 11, 2024

![CDATA[ Embarking on the journey to homeownership is a significant milestone that requires meticulous financial preparation. In recent years, the landscape for first-time homebuyers has become increasingly challenging. According to the National Association of Realtors' 2024 Profile of Home Buyers and Sellers, the share of first-time buyers has declined to 24%, the lowest since 1981.

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Advisor Perspectives

NOVEMBER 11, 2024

In this article, we outline the key benefits of profits interests for RIAs and provide a roadmap for how RIAs can grant profits interests to their employees.

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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

oXYGen Financial

NOVEMBER 11, 2024

![CDATA[ In today's financial landscape, making informed loan choices is necessary for maintaining economic stability. As of the second quarter of 2024, U.S. household debt reached $17.80 trillion, with mortgage balances alone accounting for $12.52 trillion. Photo by Jakub Żerdzicki on Unsplash Personal loans have also.

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Accounting Economics 40

Advisor Perspectives

NOVEMBER 11, 2024

Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long Island, New York, and I am proud of his service.

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oXYGen Financial

NOVEMBER 11, 2024

![CDATA[ In 2024, global travel and tourism spending experienced a significant resurgence, growing by approximately 21.5% compared to the previous year. Domestic travelers contributed $4.86 trillion, while international spending reached $1.59 trillion, reflecting a recovery from the pandemic's impact. Despite this growth, many travelers are adopting.

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Budgeting 40