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: Indy Chakrabarti, Chief Marketing Officer at HighRadius
4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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
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.
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
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.
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.
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
Fiduciary Trust International's Erick Rawling reveals what's driving the popularity in alts and what asset classes he finds most attractive now.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
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
The ‘scapegoating’ of the yen carry trade ignores a bigger, deeper trend, according to Arif Hussain.
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.
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.
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
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.
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. [.
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%.
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!
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
Advisor Perspectives
SEPTEMBER 3, 2024
With the Q2 GDP second estimate and the August close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 194.9%, down from 197.4% the previous quarter.
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
The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
SEPTEMBER 3, 2024
The convergence of wealth, retirement and benefits is not a fad.
Advisor Perspectives
SEPTEMBER 3, 2024
Apple Inc.’s upcoming iPhone release has sent its stock price soaring because of promised artificial-intelligence features. Those gains appear vulnerable, at least in the short term, if history is any guide.
Norman Marks
SEPTEMBER 3, 2024
63 people answered my latest poll (for which I thank them). It asked two questions. The first was how their budget was prepared for approval by the audit committee of the board.
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