Abnormal Returns
MARCH 19, 2024
Behavior Another form of home bias at work. (klementoninvesting.substack.com) Is there an issue with self-reported happiness measures? (papers.ssrn.com) Factors A mechanism by which quality stocks outperform. (klementoninvesting.substack.com) On the benefits of combining fast and slow momentum models. (alphaarchitect.com) Harvesting premia requires sticky capital.
Nerd's Eye View
MARCH 19, 2024
Welcome back to the 377th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meredith Moore. Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households. What's unique about Meredith, though, is how she was able to keep her firm open, navigating through and ultimately growing to more than $1M of annual revenue, despite a diagnosis in 2
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Abnormal Returns
MARCH 19, 2024
Markets Commodity prices have stopped going down. (entrylevel.topdowncharts.com) TIPS are one again outperforming. (allstarcharts.com) Strategy Why are U.S. stocks seemingly so expensive? (theirrelevantinvestor.com) Why do investors keep forecasting stuff that doesn't matter? (behaviouralinvestment.com) Finance The UBS deal for Credit Suisse has worked out pretty well, so far.
Calculated Risk
MARCH 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Up 35% Year-over-year in February; Multi-Family Starts Down Sharply A brief excerpt: Total housing starts in February were above expectations and starts in December and January were revised up. Last month, I noted that permits held up better than starts in January, and that housing starts were impacted by the severe weather in January.
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.
Wealth Management
MARCH 19, 2024
Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 19, 2024
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.
Million Dollar Round Table (MDRT)
MARCH 19, 2024
By By Timothy Inklebarger The past few years have been a time of major transformation for many in the profession. MDRT members blazed new trails after trying a temporary fix that was so effective it became a permanent part of their practices and personal routines. Check out how they adapted and see what they’re doing to stay on top of their game. It takes two At the start of my career, too few of my prospects became clients, and I realized that was because I allowed them to take control of the p
Wealth Management
MARCH 19, 2024
The transition comes with other senior level changes, including Scott Curtis taking over as COO and Tash Elwyn succeeding him as head of the private client group.
Clever Girl Finance
MARCH 19, 2024
Learning how to make a money vision board can be incredibly helpful for financial management. When it comes to goals, the adage rings true: “Out of sight, out of mind.” But if you take the time to create a vision board, you’ll constantly be reminded of your goals. Table of contents What is a vision board? Why is a money vision board a good idea?
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
MARCH 19, 2024
Mubadala and an affiliate of Apollo have contributed more than $290 million to the fund, which has over $790 million in assets. It is structured as a business development company.
The Irrelevant Investor
MARCH 19, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric by Gerber Life See here for YCharts’ 2024 advisor-client communication survey See here for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Sorry stock bulls, the ‘Wall of Cash’ isn’t all headed your way A chart market skeptics will find frustrating Inflation at the grocery store Re.
Wealth Management
MARCH 19, 2024
Apex and Advyzon announce a groundbreaking partnership at Advyzon's inaugural conference, promising unparalleled efficiency.
Indigo Marketing Agency
MARCH 19, 2024
In today’s digital world, email marketing for financial advisors is an extremely powerful tool. Using the right strategy, you’ll be able to attract new business, interact with current clients, and convert leads into customers. This guide provides you with step-by-step information and strategies to take your email marketing to the next level. 1. Select Your Email Provider First things first.
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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
MARCH 19, 2024
The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.
A Wealth of Common Sense
MARCH 19, 2024
There are certain experts you can’t learn much from. You know these people. The naturals. They’re born with God-given talent. You can’t teach talent. Brad Pitt can’t teach you how to be charismatic and good-looking. He was born with those traits. I find it more helpful to learn from someone who acquired a skill they weren’t born with.
Wealth Management
MARCH 19, 2024
Learn how Advyzon's commitment to client education and product innovation wowed at their inaugural event.
Clever Girl Finance
MARCH 19, 2024
No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan? Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequ
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
MARCH 19, 2024
In one case, an unnamed broker wrote checks payable to himself or accounts he owned from an elderly customer’s account. The amount totaled about $105,000.
Advisor Perspectives
MARCH 19, 2024
Gas prices increased for a third straight week, jumping to their highest level in over four months. As of March 18th, the prices of regular and premium gas increased 8 cents and 7 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $82.16, up 5.4% from last week.
Wealth Management
MARCH 19, 2024
Stearns Financial Group's Haleh Moddasser discusses the importance of understanding how women investors differ from men.
Advisor Perspectives
MARCH 19, 2024
In February, building permits were at a seasonally adjusted annual rate of 1.518 million, surpassing the forecasted rate of 1.500 million. This marks a 1.9% increase from January and a 2.4% rise compared to one year ago.
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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
MARCH 19, 2024
The deal values the combined entity, Binah Capital Group, at $208 million. It starts trading under the ticker BCG.
Advisor Perspectives
MARCH 19, 2024
In February, housing starts rose to a seasonally adjusted annual rate of 1.521 million, surpassing the forecasted rate of 1.430 million. This marks a 10.7% increase from January and a 5.9% rise compared to one year ago.
Wealth Management
MARCH 19, 2024
Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA.
Calculated Risk
MARCH 19, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • During the day, The AIA's Architecture Billings Index for February (a leading indicator for commercial real estate). • At 2:00 PM, FOMC Meeting Announcement.
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!
Wealth Management
MARCH 19, 2024
Based on their reputational value, successful firms can charge a premium for their capital.
Calculated Risk
MARCH 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: California February Existing Home Sales increase 1.3% YoY, Prices up 9.7% YoY A brief excerpt: February’s sales pace jumped 12.8 percent higher from the revised 257,040 homes sold in January and rose 1.3 percent from a year ago, when a revised 286,290 homes were sold on an annualized basis. The statewide median price recorded a strong year-over-year gain in February, gaining 9.7 percent from $735,300 in February 2023 to $806,490 in February 2
Wealth Management
MARCH 19, 2024
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