Wealth Management

OCTOBER 17, 2024

Berta Aldrich will fill the newly created role, while David Robbins will become the director of enterprise RIA relationship management.

Marketing 286

Marketing Marketing Management 286

Abnormal Returns

OCTOBER 17, 2024

Autonomous driving Austin Vernon, "Humans being awful drivers leads to a massive increase in vehicle costs and weight, makes cars more dangerous to people outside of them, and imposes significant costs on infrastructure like roads." (austinvernon.site) What's it going to take to reach full autonomous driving? (stratechery.com) Defense Europe isn't prepared to defend itself absent the U.S.

Communication 278

Communication Budgeting 278

Wealth Management

OCTOBER 17, 2024

John Hardin will join the UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.

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Abnormal Returns

OCTOBER 17, 2024

Markets Global market correlations are higher than they used to be, but aren't 1.0. (morningstar.com) Investors are already noticing the drop in cash yields. (wsj.com) Asset management Asset managers are rushing to launch CLO ETFs. (wsj.com) India's asset management market is fiercely competitive. (institutionalinvestor.com) Finance Charles Schwab ($SCHW) is deleveraging.

Financial Advising 276

Financial Advising Communication Economy Assets 276

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Accounting

Wealth Management

OCTOBER 17, 2024

The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.

Assets 276

Assets Taxes Management 276

Calculated Risk

OCTOBER 17, 2024

The DOL reported : In the week ending October 12, the advance figure for seasonally adjusted initial claims was 241,000 , a decrease of 19,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 258,000 to 260,000. The 4-week moving average was 236,250, an increase of 4,750 from the previous week's revised average.

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Calculated Risk

OCTOBER 17, 2024

On a monthly basis, retail sales increased 0.4% from August to September (seasonally adjusted), and sales were up 1.7 percent from September 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for September 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $714.4 billion, an increase of 0.4 percent from the previous month , and up 1.7 percent from September 2023.

Retail 189

Retail Sales Food 189

Wealth Management

OCTOBER 17, 2024

Mindy Diamond and Jason Diamond provide strategies to help advisors help through the decision-making process in this industry update.

Financial Advisor 269

Financial Advisor 269

Calculated Risk

OCTOBER 17, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Housing Starts for September. The consensus is for 1.350 million SAAR, down from 1.356 million SAAR.

147

147

Wealth Management

OCTOBER 17, 2024

Have more productive estate plan meetings.

Estate Planning 269

Estate Planning Planning 269

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Calculated Risk

OCTOBER 17, 2024

Earlier from the Fed: Industrial Production and Capacity Utilization Industrial production (IP) decreased 0.3 percent in September after advancing 0.3 percent in August. A strike at a major producer of civilian aircraft held down total IP growth by an estimated 0.3 percent in September, and the effects of two hurricanes subtracted an estimated 0.3 percent.

Manufacturing 147

Manufacturing 147

Wealth Management

OCTOBER 17, 2024

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

Accounting 262

Accounting 262

Calculated Risk

OCTOBER 17, 2024

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in September A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to September 2019 for each local market (some 2019 data is not available). This is the third look at several early reporting local markets in September.

Marketing 147

Marketing Marketing Sales Numbers 147

Nerd's Eye View

OCTOBER 17, 2024

Launching an advisory firm can be a daunting endeavor, requiring advisors to take on significant financial and responsibility with no guarantees of success. Given these challenges, advisors may consider bringing on a business partner to share both the costs and the burden of decision-making. By pairing with a partner in the firm's early days, advisors can benefit from their business partner not just by having someone to split costs and risks with, but also to consult with as a sounding board and

Compliance 130

Compliance Communication Consulting Management 130

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

Sales

A Wealth of Common Sense

OCTOBER 17, 2024

Callie Cox joined me on the show again this week to discuss questions about investing in alternatives, the plight of the homebuyer, the current state of stock market valuations, and overcoming financial mistakes. Further Reading: What If You Invested at the Peak Right Before the 2008 Crisis? The post Sequence of Returns appeared first on A Wealth of Common Sense.

Valuation 120

Valuation Investing Investments Marketing 120

Advisor Perspectives

OCTOBER 17, 2024

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.

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111

Million Dollar Round Table (MDRT)

OCTOBER 17, 2024

By Matt Pais, MDRT Content Specialist It should surprise no one to hear that your health is important. Willpower, however, can be incredibly difficult — even when you’re trying to be disciplined about balanced eating. Bob Davies, a former coach of college football players and an Olympian, recommends being proactive to prevent yourself from a binge you’d regret: “I was taking a trip from Los Angeles airport to Newark in New Jersey.

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110

Random Roger's Retirement Planning

OCTOBER 17, 2024

A very long running theme to my writing going back almost to the beginning has been to avoid allocating too much to specific diversifiers. We've talked about this in relation to MLPs. gold and REITs going back 18 or 19 years and more recently we've talked about what a bad idea a 20 or 25% weighting to managed futures is. The behavior carried forward from REITs and the others to managed futures maybe a year or year and a half ago with a lot of content pointing to huge allocations to managed futur

Management 105

Management Distribution Taxes Accounting 105

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Accounting

Advisor Perspectives

OCTOBER 17, 2024

Industrial production was down 0.3% in September, coming in worse than the expected 0.1% decrease. Compared to one year ago, industrial production is down 0.64%.

102

102

Steve Sanduski

OCTOBER 17, 2024

Guest: Ramesh Srinivasan, a senior partner at McKinsey & Company and co-author of The Journey of Leadership: How CEOs Learn to Lead from the Inside Out. In a Nutshell: How well do you know yourself? The absolute best business leaders work hard to understand their emotions, motivations, and limitations so that they can identify their inner purpose and align it with the outcomes they want their teams to achieve.

Management 59

Management 59

Advisor Perspectives

OCTOBER 17, 2024

In the week ending October 12th, initial jobless claims were at a seasonally adjusted level of 241,000. This represents a decrease of 19,000 from the previous week's figure and is right in line with what economists were expecting.

97

97

Trade Brains

OCTOBER 17, 2024

The global uranium market is experiencing a significant shift. A growing supply deficit, coupled with increasing demand, is reshaping the industry’s landscape. This article explores the current state of the uranium sector and its future prospects. Supply Shortages Loom as Major Producers Cut Back Kazakhstan, the world’s largest uranium producer, recently announced a 17% cut in its planned production for 2025.

Planning 59

Planning Marketing Marketing Accounting 59

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Advisor Perspectives

OCTOBER 17, 2024

Nominal retail sales in September were up 0.43% month-over-month (MoM) and up 1.74% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.25% MoM and down 0.65% YoY.

Retail 97

Retail Sales 97

Validea

OCTOBER 17, 2024

The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been labeled as bubbles at various points. But are we really in a world of pervasive financial bubbles, or is the term being used too liberally?

Valuation 52

Valuation Media Investment Planning Marketing 52

Advisor Perspectives

OCTOBER 17, 2024

529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.

Planning 59

Planning Taxes Accounting 59

Wealthfront

OCTOBER 17, 2024

At Wealthfront, we want to help you build long-term wealth on your own terms. That’s why we’ve built a robust suite of accounts powered by automation, with the goal of keeping both your costs and taxes low. If you’re looking for guidance on which accounts are best suited to your needs and situation, we’re here […] The post Which Wealthfront Account Is Right for You?

Accounting 52

Accounting Taxes Planning 52

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Accounting

Advisor Perspectives

OCTOBER 17, 2024

The Census Bureau's Advance Retail Sales Report for September revealed headline sales were up 0.4% last month. The latest reading was higher than the expected 0.3% monthly growth in consumer spending.

Retail 52

Retail Sales 52

Validea

OCTOBER 17, 2024

In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are on many investors’ minds, including: Is value investing still effective in today’s market? How is the rise of passive investing impacting market efficiency? Should we be concerned about market concentration?

Investments 52

Investments Investing Portfolio Assets 52

Advisor Perspectives

OCTOBER 17, 2024

One of most dangerous habits of a speculative crowd is the tendency to use unconditional averages and unconditional probabilities regardless of how extreme market conditions have become. This is like stepping into a house with two rooms, one with the temperature at 0 degrees and one at 140 degrees, and expecting a temperature of 70 either way.

Marketing 52

Marketing Marketing 52

Trade Brains

OCTOBER 17, 2024

A leading automotive company in manufacturing vehicles has plunged over 11% during today’s trading. The drop followed after the release of Bajaj Auto’s second quarterly results for FY25. Stock Movement After announcing its quarterly results, Bajaj Auto Limited’s share has plunged by 11.64%. The stock opened at ₹11,000.05 and is currently trading at ₹10,265.20, with a high of ₹11,279.35 and a low of ₹10,184.90.

Manufacturing 52

Manufacturing Distribution Investment Advisor Consulting 52

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management