Abnormal Returns
MARCH 4, 2024
Retirement JP Morgan Asset Management's 'Guide to Retirement.' (am.jpmorgan.com) How longevity literacy affect financial wellness in retirement. (papers.ssrn.com) Why getting charitable giving in retirement right is challenging. (fa-mag.com) Headcount RIAs need to do a better job of recruitment AND retention. (riabiz.com) The battle for adviser talent will only grow.
Nerd's Eye View
MARCH 4, 2024
Welcome to the March 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 that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for pa
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Abnormal Returns
MARCH 4, 2024
Markets Has passive investing really broken the stock market? (wsj.com) The U.S. is not a standout when it comes to index concentration. (ft.com) Every market correction doesn't turn into a bear market. (awealthofcommonsense.com) Finance Whatever you call it, clean energy investment is growing. (wsj.com) The U.S. Treasury market is set for some big changes.
The Big Picture
MARCH 4, 2024
The one and only Howard Marks… The post Making Complicated Ideas Simple appeared first on The Big Picture.
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.
Advisor Perspectives
MARCH 4, 2024
I have written this month’s Absolute Return Letter with a heavy heart. I don’t take any pleasure from other people’s misery.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Alpha Architect
MARCH 4, 2024
Along with the rapid growth in the utilization of robo-advisors, there has been similar growth in academic interest about robo-advisors. What is the current state and what are the main research streams in the literature? Robo-advisors: A well-researched topic was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MARCH 4, 2024
RFS Financial Securities President David Miller said the acquisition factored into the move, saying the firm wanted to take control of its own destiny.
Cornerstone Financial Advisory
MARCH 4, 2024
Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with a powerful advance.
Wealth Management
MARCH 4, 2024
This will likely become a much larger relationship for the clearing and custody firm as Arax continues to acquire and scale its wealth management business.
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.
Investment Writing
MARCH 4, 2024
On this blog—and in my writing workshops —I’ve written about things that affect reading ease. I’ve focused on the average number of syllables per word, words per sentence, and sentences per paragraph. However, Harold Evans’ Do I Make Myself Clear? Why Writing Well Matters , introduced me to a seven-factor list from Robert Gunning, creator of the fog index.
Wealth Management
MARCH 4, 2024
The research is available through Wealthscape, Fidelity’s platform for advisors, and covers private credit, private real assets and private equity funds.
Calculated Risk
MARCH 4, 2024
Altos reports that active single-family inventory was up 0.1% week-over-week. It is likely inventory bottomed in mid-February, as opposed to mid-April in 2023, and inventory is now up 0.9% from the 2024 February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 1st, inventory was at 498 thousand (7-day average), compared to 498 thousand the prior week.
Carson Wealth
MARCH 4, 2024
A Strong Start to the Year “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill The S&P 500 was up in both January and February for the first time since 2019. Historically, gains during the first two months of the year have suggested above-average strength for the rest of the year and over the next 12 months.
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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
MARCH 4, 2024
Powder's generative AI co-analyst is transforming the way advisors gather information and create personalized client proposals.
Calculated Risk
MARCH 4, 2024
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: "First-Time Homebuyers Make Up Record 47% of GSE Purchase Loans" Brief excerpt: Press Release: ICE Mortgage Monitor: First-Time Homebuyers Make Up Record 47% of GSE Purchase Loans, 39% of All 2023 GSE Securitizations in 2023 • Though originations hit a 30-year low in 2023 , ICE eMBS data shows first-time homebuyers (FTHB) made up the highest share of agency purchase security issuance in at least 10 years A large share of GSE purchase lo
Wealth Management
MARCH 4, 2024
Rather than worrying about having 'too many eggs in one basket,' focus on creating a basket that protects those valuable eggs.
Calculated Risk
MARCH 4, 2024
This morning, the BEA released their estimate of vehicle sales for February. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the February 2024 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
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
MARCH 4, 2024
Be real, be an educator, leave your ego at the door, avoid being overly sales-focused and be patient.
A Wealth of Common Sense
MARCH 4, 2024
Today’s Talk Your Book is brought to you by Opto Investments: See here for more information on Optos private market solutions for wealth managers On today’s show, we discuss: How Opto Investments was started Why private markets are not scalable for traditional RIAs How Opto is optimizing for private markets The extraordinary growth of private credit, and why that may be an issue Differences in target allocat.
Wealth Management
MARCH 4, 2024
Michael Batnick explores how investors can navigate the changing landscape of cash investments in 2024.
Calculated Risk
MARCH 4, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Not Much Higher Than Friday Mortgage rates were at the best levels in 2 weeks as of last Friday and today's offerings are only modestly higher. The two reports above all others are CPI (the Consumer Price Index) and the big jobs report. CPI caused a stir just before the sideways vibes set in and this Friday's jobs report is just as capable. [ 30 year fixed 7.09% ] emphasis added Tuesday: • At 10:00 AM: the ISM Services Index for February
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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.
Wealth Management
MARCH 4, 2024
The T3/Inside Information Survey helps drive Kwanti's roadmap.
Calculated Risk
MARCH 4, 2024
Today, in the Real Estate Newsletter: Lawler: Some Thoughts on Quantitative Easing and Quantitative Tightening Brief excerpt: Now let’s look at MBS. Below is a table showing Agency MBS outstanding Agency MBS held by the public, and Agency MBS held by the private sector. (Again, the Fed holdings are as of the last Wednesday in December). The Fed’s share of total Agency MBS outstanding hit a year-end high of 32% at the end of 2021 and was still above 27% at the end of last year.
Norman Marks
MARCH 4, 2024
Professor Mark Beasley has been a professor for 30 years and is a leader of the North Carolina State University’s Enterprise Risk Management Initiative.
Wealth Management
MARCH 4, 2024
How technology is helping advisors navigate the debt management landscape.
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 4, 2024
Based on the February S&P 500 average of daily closes, the Crestmont P/E of 36.2 is 141% above its arithmetic mean, 162% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.
Wealth Management
MARCH 4, 2024
After months with 50 or more new launches, ETF sponsors slowed the pace a bit in February.
Advisor Perspectives
MARCH 4, 2024
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 25.9 and the latest P/E10 ratio is 33.0.
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