Abnormal Returns

FEBRUARY 28, 2024

Podcasts Peter Lazaroff with five reasons you need a financial plan that have nothing to do with money. (peterlazaroff.com) Justin Carbonneau and Jack Forehand talk with Justin Castelli about your mission in life. (youtube.com) How well do you know yourself? Barry Ritholtz talks with David Dunning. (ritholtz.com) Christine Benz and Amy Arnott talk with Marc Freedman who the co-CEO and founder of Encore.org about working later in life.

Retirement Planning 287

Retirement Planning Retirement Financial Planning Taxes 287

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. Rather, prospects often reach out to set an initial appointment only when they realize they have a specific pain point that they need an advicer's help with.

Planning 240

Planning Financial Advice Financial Planning Clients 240

Abnormal Returns

FEBRUARY 28, 2024

Markets Some of the most speculative sectors are perking up. (allstarcharts.com) Bitcoin hit its highest level since November 2021. (blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." (fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

Valuation 276

Valuation Financial Advising Startup Media 276

Calculated Risk

FEBRUARY 28, 2024

"Higher rates in recent weeks have stalled activity", Mike Fratantoni, MBA’s SVP and Chief Economist. From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 23, 2024.

Marketing 132

Marketing Marketing 132

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

FEBRUARY 28, 2024

Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.

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Wealth Management

FEBRUARY 28, 2024

Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.

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Retirement Accounting Planning 111

Calculated Risk

FEBRUARY 28, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 195 thousand initial claims, down from 201 thousand last week. • Also at 8:30 AM, Personal Income and Outlays for January. The consensus is for a 0.5% increase in personal income, and for a 0.2% increase in personal spending.

Sales 108

Sales Manufacturing Management 108

Wealth Management

FEBRUARY 28, 2024

Both Jennifer Staben and Tim Dowden claim the contracts they signed during their time at Edelman discourage individuals from working elsewhere, while Edelman accused one of the advisors of a “flagrant” breach of their deal.

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Trade Brains

FEBRUARY 28, 2024

Top AI stocks with High FII Holding s The 21st century has been a transformational era where humans have finally trained machines to learn, reason & make decisions. From self-driving cars to personalized recommendations, Artificial Intelligence is secretly training itself to be your best Personal Assistant. Well, it can be a lot more than that. It can solve complex problems, understand patterns, and speech, and even learn a language in a jiffy.

Engineering 100

Engineering Government B2B Clients 100

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

FEBRUARY 28, 2024

Advisory shops on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

Insurance 122

Insurance 122

A Wealth of Common Sense

FEBRUARY 28, 2024

Today’s Animal Spirits is brought to you by Franklin Templeton and Fabric by Gerber Life See here for more information on Franklin Templeton’s new Bitcoin ETF See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Michael’s experience with Eli Manning How Japans Nikkei 225 got its mojo back T-bills without tax bills?

Insurance 86

Insurance Taxes 86

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 120

Valuation Assets Management 120

Advisor Perspectives

FEBRUARY 28, 2024

Losing a parent is devastating. Losing both in a short time creates a unique set of emotional and practical challenges.

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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

FEBRUARY 28, 2024

The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Numbers 111

Numbers Retirement Accounting Investing 111

Advisor Perspectives

FEBRUARY 28, 2024

Emergencies happen both in and out of the office. Here are some strategies to protect yourself and your clients.

Planning 101

Planning Clients 101

Wealth Management

FEBRUARY 28, 2024

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

Clients 111

Clients Investing Investments 111

Calculated Risk

FEBRUARY 28, 2024

From the BEA: Gross Domestic Product, Fourth Quarter and Year 2023 (Second Estimate) Real gross domestic product (GDP) increased at an annual rate of 3.2 percent in the fourth quarter of 2023 , according to the "second" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 4.9 percent. The GDP estimate released today is based on more complete source data than were available for the "advance" estimate issued last month.

Government 73

Government Economics Investing Investments 73

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

FEBRUARY 28, 2024

Advisors can use options that are derivatives of the Bitcoin ETFs to manage crypto as they do other assets.

Clients 117

Clients Assets Management 117

NAIFA Advisor Today

FEBRUARY 28, 2024

NAIFA) is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

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Financial Services Insurance Clients 69

Wealth Management

FEBRUARY 28, 2024

America boasts more than double the female billionaires than any other country.

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Advisor Perspectives

FEBRUARY 28, 2024

Real gross domestic product increased at an annual rate of 3.2% in Q4 2023, according to the second estimate. The latest estimate is lower than the forecasted 3.3% growth and is a slowdown from the Q3 2023 GDP final estimate of 4.9%.

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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.

Planning

Wealth Management

FEBRUARY 28, 2024

You’ll need about 15% more than a year ago to join the richest tier of Americans, a report finds.

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Advisor Perspectives

FEBRUARY 28, 2024

The second estimate for Q4 GDP came in at 3.21%, a deceleration from 4.86% for the Q3 final estimate. With a per-capita adjustment, the headline number is lower at 2.60%, a decrease from 4.24% for the Q3 headline number.

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Numbers 59

Trade Brains

FEBRUARY 28, 2024

Mrs. Bectors Food Specialities Ltd Mrs. Rajni Bector is the founder of Mrs. Bectors Food Specialities Ltd, an incredible tale of vision and success in business. Mrs. Bector started out in the 1970s in Ludhiana, Punjab, bringing homemade cakes, cookies, ice creams, puddings, and buns to neighbourhood get-togethers. Mrs. Bector’s success story is replete with noteworthy achievements.

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Food Commission Distribution Retail 59

Advisor Perspectives

FEBRUARY 28, 2024

Bitcoin's rally continued this past week as its price surged past $57,000 for the first time in over two years. BTC is currently up ~29% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 2/27/24.

Marketing 59

Marketing Marketing 59

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

FEBRUARY 28, 2024

Fiduciaries should expect questions about CBDCs.

Banking 110

Banking 110

Advisor Perspectives

FEBRUARY 28, 2024

Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q4 GDP second estimate, all four components made positive contributions.

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Prosperity Coaching

FEBRUARY 28, 2024

Lifestyle Practice for Financial Advisors: 5 Essential Ingredients. Financial advisors in many business models are often motivated by maximizing investment returns as much as possible. It can be a fascinating process to find those unique financial vehicles that benefit clients most. The process can include many hours of research and […] The post Lifestyle Practice for Financial Advisors: 5 Essential Ingredients appeared first on The Prosperous Advisor Coaching Blog.

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Financial Advisor Clients Investing Investments 52