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.
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
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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.
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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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.
Trade Brains
OCTOBER 17, 2024
Palm oil, the world’s most widely consumed vegetable oil, is facing a complex web of challenges and changes. This article explores the current state of the industry, its major players, and the factors shaping its future. Global Production and Market Dynamics Palm oil is a crucial commodity in the global market. Indonesia and Malaysia are the top producers, dominating the industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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.
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.
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
Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and 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
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.
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.
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.
Wealth Management
OCTOBER 17, 2024
The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.
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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be
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.
Wealth Management
OCTOBER 17, 2024
The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.
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.
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.
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
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.
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.
Wealth Management
OCTOBER 17, 2024
Have more productive estate plan meetings.
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.
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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.
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.
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.
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.
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?
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!
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?
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?
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.
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