Abnormal Returns
SEPTEMBER 3, 2024
Research Why diversifying widely matters. (papers.ssrn.com) Costs are forever. Alpha is fleeting. (blogs.cfainstitute.org) A look at the historical performance of private debt funds. (alphaarchitect.com) How to replicate managed futures trend following returns. (investresolve.com) Do happy employees make for better stock returns? (ft.com) A round-up of recent research including 'Private Credit's Next Act.
The Big Picture
SEPTEMBER 3, 2024
The transcript from this week’s, MiB: Heather Brilliant, Diamond Hill , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.
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Abnormal Returns
SEPTEMBER 3, 2024
Markets How major asset classes performed in August 2024. (entrylevel.topdowncharts.com) REITs have stopped going down. (entrylevel.topdowncharts.com) Strategy Analysts focus on these market numbers, you don't have to. (optimisticallie.com) Stock market investors do best when focusing on the long run. (awealthofcommonsense.com) Everybody's investment journey is different.
Nerd's Eye View
SEPTEMBER 3, 2024
Welcome everyone! Welcome to the 401st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.
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.
Wealth Management
SEPTEMBER 3, 2024
Over half of the 40 new exchange traded funds listed in the U.S. were active ETFs, and eight new buffer funds came onto the market.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 3, 2024
YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
SEPTEMBER 3, 2024
You did everything by the book. Your prospect talked and you listened. But listening alone is not enough to build trust.
Wealth Management
SEPTEMBER 3, 2024
The ‘scapegoating’ of the yen carry trade ignores a bigger, deeper trend, according to Arif Hussain.
Million Dollar Round Table (MDRT)
SEPTEMBER 3, 2024
By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. If we redefine prospects by redefining our network, we can grow the number of prospects exponentially. Connect on social media Start by asking for your prospects’ social media information and connect with them there.
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
SEPTEMBER 3, 2024
Mesirow continues to grow its wealth management headcount with the addition of Price Wealth Management. The firm will expand further in the Southeast via lift-ins and acquisitions.
Advisor Perspectives
SEPTEMBER 3, 2024
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the August 2024 close.
Wealth Management
SEPTEMBER 3, 2024
Benchmark Wealth Management will join the large RIA, which continues to focus on inorganic growth after expanding its M&A executive team earlier this year.
Alpha Architect
SEPTEMBER 3, 2024
This paper provides new evidence on the efficacy of prioritizing transactions so as to focus portfolio turnover on the trades that offer the strongest signals and hence the highest potential performance impact. Can smart rebalancing improve factor portfolios? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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
SEPTEMBER 3, 2024
Fiduciary Trust International's Erick Rawling reveals what's driving the popularity in alts and what asset classes he finds most attractive now.
Advisor Perspectives
SEPTEMBER 3, 2024
The Institute for Supply Management (ISM) manufacturing purchasing managers index (PMI) inched up to 47.2 in August but remains in contraction territory for a fifth straight month. The index has now contracted for 21 of the past 22 months. The latest reading was worse than the forecast of 47.5.
Wealth Management
SEPTEMBER 3, 2024
The convergence of wealth, retirement and benefits is not a fad.
Advisor Perspectives
SEPTEMBER 3, 2024
Here is a summary of the four market valuation indicators we update on a monthly basis.
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
SEPTEMBER 3, 2024
Investors added $75 billion to U.S. exchange-traded funds last month, five times more than the same period in 2023.
Advisor Perspectives
SEPTEMBER 3, 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 August 23rd, the index was at 24.827, down 1.545 from the previous week, with 4 of the 6 components in expansion territory.
Wealth Management
SEPTEMBER 3, 2024
There's a culture shift unfolding in the $10 trillion U.S. ETF market with leveraged single-stock funds and other risky vehicles.
Financial Symmetry
SEPTEMBER 3, 2024
We are thrilled to announce that Molly Kaminski and Ella Brotherton have successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. This accomplishment showcases their dedication to excellence and commitment to continuous learning … Continued The post Celebrating the Drive to Keep Learning: Molly Kaminski and Ella Brotherton Achieve Their FPQP® Credentials appeared first on Financial Symmetry, Inc.
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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.
SEI
SEPTEMBER 3, 2024
In financial services technology, stability is vital for growth. Read how SEI serves wealth and asset management clients through trust, consistency and innovation.
Advisor Perspectives
SEPTEMBER 3, 2024
In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing your financial future.
Cornerstone Financial Advisory
SEPTEMBER 3, 2024
Weekly Market Insights | September 3rd, 2024 Pressure on the Nasdaq and S&P 500 There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent. The Nasdaq Composite lagged, falling 0.92 percent.
Alpha Architect
SEPTEMBER 3, 2024
Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. (Note: free registration required) Request a free account here if you want to access the site directly. If you are an advisor and want help implementing our models, please get in touch with Ryan Kirlin. Our Advisor portal is available here. [.
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!
Harness Wealth
SEPTEMBER 3, 2024
FOR IMMEDIATE RELEASE NEW YORK, NY — September 3, 2024: Harness , a New York-based fintech startup that seeks to make bespoke tax & financial advice accessible to more households, is excited to announce the appointment of Will Bressman to its Board of Directors. Will Bressman brings a wealth of industry experience and a passion for driving innovation in the financial services sector.
Advisor Perspectives
SEPTEMBER 3, 2024
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of August 31, it was 3.91%.
Validea
SEPTEMBER 3, 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing. Below are the key criteria and principles that define this strategy: Key Criteria Earnings Predictability and Stability : Companies should have a consistent earnings history over the past d
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