The Big Picture

DECEMBER 5, 2024

We lost one of the greats this week: Art Cashin passed away Sunday at the age of 83. CNBC’s Bob Pisani did a wonderful remembrance of Art: “In the intensely competitive and often vicious world of stock market commentary, Cashin was that rarest of creatures: a man respected by all, bulls and bears, liberals and conservatives alike.” It made me want to share a few of my favorite Art Cashin stories… I first met Art when I was a newbie strategist in the 2000s.

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Compliance Marketing Marketing Management 290

Abnormal Returns

DECEMBER 5, 2024

Strategy Diversification still matters. (novelinvestor.com) How to combat confirmation bias. (safalniveshak.com) Art Cashin Art Cashin was one of a kind. (ritholtz.com) A remembrance of Art Cashin. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024. (sherwood.news) Palantir ($PLTR) did not. (axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets.

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Retail Media Economy Sales 182

Carson Wealth

DECEMBER 5, 2024

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Keep in mind, giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact: 1 In 2023, Americans donated $557.16 billion, 67% of this giving was attributed to individuals.

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Taxes Nonprofit Accounting Assets 119

A Wealth of Common Sense

DECEMBER 5, 2024

We also touched on questions about managing your brokerage account, the best way to optimize asset location, RSUs vs. HELOCs when paying for a home renovation and jewelry as an asset class. Further Reading: 10 Money Revelations in my 40s 1And these peer rankings are net worth figures. This reader didn’t mention how much debt or home equity his family has, if any.

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Retirement Assets Accounting Management 123

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

DECEMBER 5, 2024

Memoirs dominate the best business books of 2024 for financial advisors.

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Financial Advisor 108

Wealth Management

DECEMBER 5, 2024

Brighton Jones’ Jon Jones details how the firm’s client-centric, holistic approach has propelled the firm's growth.

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Clients 100

Advisor Perspectives

DECEMBER 5, 2024

Valuation 67

Valuation 67

Wealth Management

DECEMBER 5, 2024

The pace of ETF launches dipped slightly in November, with just shy of 50 new funds entering the market.

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Marketing Marketing 99

Advisor Perspectives

DECEMBER 5, 2024

In the week ending November 30th, initial jobless claims were at a seasonally adjusted level of 224,000. This represents an increase of 9,000 from the previous week's figure and is worse than forecasts for 215,000.

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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

Wealth Management

DECEMBER 5, 2024

Serenus Wealth Advisors, a $1.2 billion RIA launched in July, has brought on Graham K. Mandl, a former Certuity exec, to anchor its New York office.

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Wealth Advisor 93

Advisor Perspectives

DECEMBER 5, 2024

Dan Suzuki analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs.

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Marketing Marketing 59

Wealth Management

DECEMBER 5, 2024

Longtime industry analyst Chris Shutler joins Orion as head of strategy from competitor Envestnet.

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Calculated Risk

DECEMBER 5, 2024

The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $73.8 billion in October , down $10.0 billion from $83.8 billion in September, revised. October exports were $265.7 billion, $4.3 billion less than September exports.

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Economics 59

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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

DECEMBER 5, 2024

The asset manager credited with launching the first mutual fund a century ago has remained a holdout in the ETF space until now.

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Assets Management 90

NAIFA Advisor Today

DECEMBER 5, 2024

NAIFA, the leading association of financial professionals in the United States, has revitalized its Find a Financial Service Professional search directory to provide consumers with easy access to the highly skilled, experienced professionals who subscribe to NAIFA’s Code of Ethics. The tool is located on lifehappens.org , the consumer-facing website of NAIFA’s Life Happens community.

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Ethics Financial Services 52

Wealth Management

DECEMBER 5, 2024

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Advisor Perspectives

DECEMBER 5, 2024

Emerging-market currencies held gains after Federal Reserve Chair Jerome Powell said policymakers could move cautiously as they lower interest rates. The South Korean won rebounded on Wednesday as President Yoon Suk Yeol rapidly reversed his martial law declaration.

Marketing 52

Marketing Marketing 52

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

DECEMBER 5, 2024

Wealth Management 76

Wealth Management Management 76

Advisor Perspectives

DECEMBER 5, 2024

Quite a few observers have described the dramatic fall of the Barnier government in France not just as a political crisis but also an economic and financial crisis.

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Government Economics 52

Wealth Management

DECEMBER 5, 2024

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Advisor Perspectives

DECEMBER 5, 2024

To sate his multibillion dollar rampant appetite for Bitcoin, Michael Saylor has tapped demand from retail investors transfixed by MicroStrategy Inc.’s more than 500% rally this year. He’s also benefited from hedge funds who care far less where the stock trades.

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Retail 52

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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.

Banking

Wealth Management

DECEMBER 5, 2024

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Advisor Perspectives

DECEMBER 5, 2024

A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.

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Financial Market Marketing Marketing 52

Calculated Risk

DECEMBER 5, 2024

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Advisor Perspectives

DECEMBER 5, 2024

We are all familiar with this SEC-required warning that “past performance does not predict future performance.

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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

SEI

DECEMBER 5, 2024

Banking 45

Banking Clients 45

Advisor Perspectives

DECEMBER 5, 2024

At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.

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Calculated Risk

DECEMBER 5, 2024

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