Abnormal Returns
MARCH 12, 2024
Private equity How has private equity performed outside the U.S.? (alphaarchitect.com) On the growing importance of private equity secondary transactions. (linkedin.com) Why do private equity firms allow co-investment? (papers.ssrn.com) Does venture debt still have a future? (papers.ssrn.com) Skewness Investors love to pay up for skewness. (alphaarchitect.com) People (poker players) love skewness.
Nerd's Eye View
MARCH 12, 2024
Welcome back to the 376th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Simonson. Eric is the Founder & CEO of Abundo Wealth, an Advice-Only RIA based in Minneapolis, Minnesota, that oversees $600M in assets under advisement for 420 client households. What's unique about Eric, though, is that Abundo has grown its base of 420 clients, and is on pace for well over $1M of revenue in 2024, despite having launched barely 4 years ago… with an "advice-
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A Wealth of Common Sense
MARCH 12, 2024
Market cycles operate on numerous time horizons. Short-term trends which are often impacted by momentum and emotions. Intermediate-term trends which are more impacted by some combination of flows, themes and fundamentals. And long-term trends which are impacted mainly by fundamentals. The hard part about investing is it’s difficult to know in real-time if you’re experiencing secular or cyclical markets.
Wealth Management
MARCH 12, 2024
Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.
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.
Calculated Risk
MARCH 12, 2024
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined and is now up 3.9% YoY (increased recently). Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through February 2024.
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Discipline Funds
MARCH 12, 2024
Tuesday’s CPI report came in a touch hotter than expected at 3.2% on the headline and 3.8% on the core. Analysts were looking for 3.1% and 3.7%. Bonds sold off on the news as investors started to project the likelihood of later rate cuts. Some analysts will say that this is the beginning of a big resurgence in inflation or a sign that disinflation isn’t entrenched, but the early 2024 stickiness in inflation is largely unsurprising and doesn’t change the broader trend here which
Wealth Management
MARCH 12, 2024
Northwestern’s Trenton Hazen will lead new division and develop retirement plan services as the $500M RIA builds out a family office framework.
Advisor Perspectives
MARCH 12, 2024
Artificial intelligence bulls are increasingly gravitating toward an ETF that amps up bets on Nvidia Corp. as trading volumes and inflows hit all-time highs.
Wealth Management
MARCH 12, 2024
While Geneos allows its advisors to use some Bitcoin ETFs, adding Eaglebrook provides additional options for clients who want to dip their toes into crypto assets.
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.
Million Dollar Round Table (MDRT)
MARCH 12, 2024
By Lois R. Weinblatt As a financial advisor, you know the crucial long-term difference between spending versus investing. But what about spending your time casting a wide net versus investing your time with the right niche of clients and products? It has a major impact on your future, so make sure you’re investing your time wisely by creating crystal-clear goals about where you’re headed in the future to help you make better decisions today — decisions like where and how you want to specialize.
Wealth Management
MARCH 12, 2024
LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight.
Calculated Risk
MARCH 12, 2024
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.4% in February. The 16% trimmed-mean Consumer Price Index increased 0.3%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Wealth Management
MARCH 12, 2024
Birmingham, Ala.-based Brian Pflaum decided to evaluate his options when he heard that his broker/dealer, Lincoln Financial Advisors, would sell to Osaic.
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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.
The Irrelevant Investor
MARCH 12, 2024
Today’s Animal Spirits is brought to you by Texas Capital Management: See here for more information on The Texas Small Cap Equity Index ETF RWM is coming to LA! Reach out to us at info@ritholtzwealth.com subject line “LA” to set up a time to meet! On today’s show, we discuss: Global Investment Returns Yearbook 2024 15 funds that have destroyed the most wealth over the past decade Cliff Asness: AI is.
Wealth Management
MARCH 12, 2024
Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.
Advisor Perspectives
MARCH 12, 2024
Research shows that client portal technology has a pronounced impact on advisor-client relationships.
Wealth Management
MARCH 12, 2024
Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.
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
Advisor Perspectives
MARCH 12, 2024
The Consumer Price Index for Urban Consumers (CPI-U) released for February puts the year-over-year inflation rate at 3.15%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 9th straight month. However, inflation remains above the 10-year moving average which is now at 2.77%.
Wealth Management
MARCH 12, 2024
The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.
The Irrelevant Investor
MARCH 12, 2024
I have a lot to say in this post, but I don’t want to bury the lede – Ritholtz Wealth Management is coming to Los Angeles on April 29th to meet with clients and prospective clients who want to learn about what it’s like to work with an RWM financial planner. We’ll also be meeting advisors who want to learn about what it’s like to join the firm.
Wealth Management
MARCH 12, 2024
The asset manager submitted plans for the Grayscale Bitcoin Mini Trust, which would be physically backed by the cryptocurrency and trade under the ticker ‘BTC.
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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.
Advisor Perspectives
MARCH 12, 2024
In this episode, we will be talking about how to use social listening to inform your content marketing strategy and for lead generation. We will cover what social listening is and why LinkedIn is a gold mine for your practice. You'll walk away with data insights, specific recommendations to engage with prospects and a social media tool kit you can apply today.
Wealth Management
MARCH 12, 2024
Adding unique exposures is the most efficient and prudent way to reduce left tail risk.
Advisor Perspectives
MARCH 12, 2024
Headline inflation heated up in February while core inflation cooled. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index rose to 3.2% year-over-year while core CPI dropped to 3.8%. Both readings came in higher than their respective forecasts.
Calculated Risk
MARCH 12, 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.
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!
Advisor Perspectives
MARCH 12, 2024
The headline number for the NFIB Small Business Optimism Index fell to 89.4 in February, as inflation continues to be a challenge for small business owners. The latest reading was worse than the forecast of 90.5 and marked the 26th straight month the index has been below the series average of 98.0.
Trade Brains
MARCH 12, 2024
Krystal Integrated Services IPO Review: Krystal Integrated Services is coming up with its IPO issue of Rs. 300.13 Cr which will open on 14th March 2024. The issue will close on 18th March and be listed on the exchange on 21st March 2024. This article will analyze the strengths and weaknesses of the Krystal Integrated Services Limited IPO Review 2024.
Advisor Perspectives
MARCH 12, 2024
January's U.S. Consumer Price Index report came in hotter than expected, leading to uncertainty in the markets regarding future interest rate cuts. Market expectations based on overnight index swaps have shifted, with projections now showing higher Federal Funds rates for 2024 and 2025. Despite volatility in both stock and bond markets, strong corporate earnings have helped stocks recover.
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