Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. (capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. (mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight. (behaviouralinvestment.com) International diversification is no panacea, but what's the alternative? (morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS).

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Assets Financial Advising Wealth Management Engineering 262

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news of an emerging wave of price increases from long-term AdvisorTech vendors like Orion and InvestCloud, which the companies are positioning as a necessary response to the impact of inflation on their underlyi

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. (youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. (morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business.

Wealth Management 259

Wealth Management Math Retirement Retirement Planning 259

Calculated Risk

APRIL 1, 2024

Altos reports that active single-family inventory was up 0.9% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 4.7% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 29th, inventory was at 517 thousand (7-day average), compared to 513 thousand the prior week.

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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

APRIL 1, 2024

Transitioning away from a structured schedule with inherent social networks after 40+ years is traumatic.

Retirement 127

Retirement 127

Alpha Architect

APRIL 1, 2024

While there is literature that describes the "domain" of artificial intelligence, there are very few, if any that analyze the valuation and pricing of AI stocks. The authors attempt to fill the void with a two part methodology. Valuing Artificial Intelligence (AI) Stocks was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Valuation 124

Wealth Management

APRIL 1, 2024

AlTi Global does 1st deal after taking on growth-minded investment partners Constellation Wealth Capital and Allianz.

Investing 119

Investing Investments 119

Advisor Perspectives

APRIL 1, 2024

Implementing the TIPS ladder is clunky, so I challenged the fund industry to simplify and improve with a TIPS ladder Fund. Stone Ridge Asset Management has done just that with its new LifeX Inflation Protected mutual funds.

Assets 116

Assets Management 116

Wealth Management

APRIL 1, 2024

Ahluwalia, an executive at Hightower's private equity investor Thomas H. Lee Partners, will serve as president, while Bob Oros continues in his role as chairman and CEO of the company.

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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

NAIFA Advisor Today

APRIL 1, 2024

April is National Financial Literacy Month, an annual observation NAIFA wholeheartedly agrees with. But why is financial literacy important and what are we doing about it?

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Wealth Management

APRIL 1, 2024

Thursday, April 18, 2024 | 4:30 PM ET

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Advisor Perspectives

APRIL 1, 2024

Personal income ( excluding transfer receipts ) rose 0.2% in February and is up 5.0% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was down 0.1% month-over-month and 2.4% year-over-year.

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Wealth Management

APRIL 1, 2024

Indianapolis-based Mindset Wealth Management is the latest to join the $12.5 billion service platform.

Wealth Management 116

Wealth Management Management 116

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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

Advisor Perspectives

APRIL 1, 2024

When it comes to the private real estate sector, the mention of the U.S. commercial office sector scares many investors away. While the office sector may give some investors pause, it's also prudent to look at the bigger picture.

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Wealth Management

APRIL 1, 2024

Michael Woocher left AllianceBernstein’s private wealth unit after nine years to become chief advisory officer for HB.

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A Wealth of Common Sense

APRIL 1, 2024

Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema back on the show to give us an update on investing in structured notes. On today’s show, we discuss: Investing in structured notes based on single stocks The difference between hard and soft protection, and why hard protection is cheap right now Why banks offer structured not.

Banking 108

Banking Investing Investments 108

Wealth Management

APRIL 1, 2024

AlTi Global does 1st deal after taking on growth-minded investment partners Constellation Wealth Capital and Allianz.

Investing 116

Investing Investments 116

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

XY Planning Network

APRIL 1, 2024

We're excited to share another member story from our "How I Did It" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance?

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Compliance Financial Planning Planning Management 97

Wealth Management

APRIL 1, 2024

Reno Tahoe Wealth Management made the move to support its long-term growth goals.

Wealth Management 115

Wealth Management Management 115

Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. On the heels of more than 25% in total return for 2023, the S&P 500 returned more than 10% in the first quarter. The logical question is: How much is too much? Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start.

Marketing 97

Marketing Marketing Economy Economics 97

Wealth Management

APRIL 1, 2024

The acquisition of Wilbanks Smith and Thomas in Norfolk, Va., brings Clearstead to $20 billion under management.

Management 115

Management 115

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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

Calculated Risk

APRIL 1, 2024

Today, in the Real Estate Newsletter: ICE Mortgage Monitor: The Impact of "Golden-Handcuffs" on Mortgage Payments Brief excerpt: Press Release: ICE Mortgage Monitor: Trading Up to a 25% More Expensive Home Would More Than Double the Average Mortgage Holder’s Payment • From 2000 to 2022, upgrading to a 25% more expensive home would have required the average homeowner to increase their principal and interest payment by roughly 40%, or about $400 per month • Today, that same trade-up buyer’s paymen

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Marketing Marketing 86

Wealth Management

APRIL 1, 2024

The pitfalls for the unwary are myriad and often costly.

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Advisor Perspectives

APRIL 1, 2024

Bond traders priced in less monetary policy easing by the Federal Reserve this year — and briefly set the odds of a first move in June to less than 50% — after a gauge of US manufacturing activity showed expansion for the first time since 2022.

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Manufacturing 81

Wealth Management

APRIL 1, 2024

Inattentive use of these products risks exposing clients to losses and missed returns.

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Clients 114

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

Calculated Risk

APRIL 1, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Sharply Higher to Start The Month March ended with a streak of some of the flattest day-over-day changes in mortgage rates on record. It was all but certain that the new week/month would bring a change to that sideways trend, but the reality [w]as immediate and abrupt. [ 30 year fixed 7.05% ] emphasis added Tuesday: • At 8:00 AM ET, Corelogic House Price index for February. • At 10:00 AM, Job Openings and Labor Turnover Survey for Februa

Sales 75

Sales 75

Advisor Perspectives

APRIL 1, 2024

The March S&P Global US Manufacturing PMI™ inched down to 51.9 from 52.2 in February, signaling further expansion in the sector although less pronounced. The latest reading was lower than the forecasted reading of 52.5.

Manufacturing 69

Manufacturing 69

Trade Brains

APRIL 1, 2024

As the curtains draw on the financial year 2023/24, the stock market indices have exceeded expectations, with the Sensex and Nifty boasting robust gains. The Sensex surged by 28.6%, while the Nifty experienced a notable climb of 24.8%, outstripping the performance of many other major indices. Notably, the Nifty mid and smallcap indices emerged as the frontrunners in terms of gains.

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Banking Marketing Marketing 64