Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. However, some firms may unintentionally limit the applicant pool by using a promotion and selection process that doesn't focus on the most important traits or that introduces biases, which can lead to missing out on candidates who might otherwise have been well-suited for the position.

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Abnormal Returns

DECEMBER 16, 2024

Podcasts Josh Brown talks practical adviser marketing with Samantha Russell of FMG Suite. (youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. (standarddeviationspod.com) Thomas Kopelman and Jacob Turner talks charitable giving strategies with Blake McKibbin. (podcasts.apple.com) Hiring Adviser hiring is not a just-in-time exercise.

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Wealth Management Financial Advising Retirement Planning CFP 130

Wealth Management

DECEMBER 16, 2024

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Management 75

Advisor Perspectives

DECEMBER 16, 2024

Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year.

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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 16, 2024

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Wealth Management

DECEMBER 16, 2024

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XY Planning Network

DECEMBER 16, 2024

Walking through a financial planning conferences doors, you might expect to find a room full of strangers dressed to the nines. But thats not what you get at XYPN LIVE. XYPN LIVE events are casual by designthink t-shirts and shortsso you can come as you are and find real connections.

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Wealth Management

DECEMBER 16, 2024

Estate Planning 69

Estate Planning Planning 69

Diamond Consultants

DECEMBER 16, 2024

Multigenerational teams have several options for monetizing and transitioning the book from one generation to the next. So, how do they decide whats best? By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. But there is another wrinkle to this dilemma thats often overlooked.

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Wealth Management Recruitment Retirement Valuation 52

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 16, 2024

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Retirement Planning Retirement Planning 68

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poors 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow Jones Industrial Average dropped 1.82 percent.

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Marketing Marketing Taxes Economics 52

Wealth Management

DECEMBER 16, 2024

Retirement 68

Retirement Planning 68

Sara Grillo

DECEMBER 16, 2024

Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. Lets talk about fixing the 401k coverage gap, people! What if the local baker had a 401k plan? The neighborhood laundry?

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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.

Accounting

Wealth Management

DECEMBER 16, 2024

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Advisor Perspectives

DECEMBER 16, 2024

The blog touches on how the "Magnificent Seven" tech giants—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—achieved a remarkable 21% earnings growth in Q3 2024, propelling the S&P 500 to a 5.9% overall increase.

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Midstream Marketing

DECEMBER 16, 2024

Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results. Explore effective lead-generation strategies and conversion techniques to expand your client base.

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Financial Advising Marketing Marketing Media 52

Carson Wealth

DECEMBER 16, 2024

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. In the process the Dow was lower all five days (and seven in a row total), yet the Nasdaq hit 20,000 for the first time ever on Wednesday. But before you get too worked up, it was just last week we discussed how the Dow had just hit 45,000 for the first time ever, the eighth 1,000-point milestone this year alone.

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Marketing Marketing Insurance Food 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

Alpha Architect

DECEMBER 16, 2024

This study addresses a critical gap in financial forecasting by improving the accuracy of long-term expected return (E(R)) predictions. By evaluating various frameworks and proxies out-of-sample, free from biases like look-ahead bias, it provides more reliable methods for investors to make informed decisions about asset allocations. Estimating Long-Term Expected Returns was originally published at Alpha Architect.

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Asset Allocation Assets 52

Wealth Management

DECEMBER 16, 2024

Legal Editor Anna Sulkin Stern discusses this month's cover art.

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Advisor Perspectives

DECEMBER 16, 2024

In his 2025 investment outlook, Portfolio Manager John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing.

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Wealth Management

DECEMBER 16, 2024

They make compliance with IRC Sections 1014(f) and 6035 less onerous.

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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

Advisor Perspectives

DECEMBER 16, 2024

The clouds hanging over Boeing’s operations finally appear to be clearing.

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Wealth Management

DECEMBER 16, 2024

Tax policies and legislation the new administration may support.

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Advisor Perspectives

DECEMBER 16, 2024

There is widespread agreement in markets and among economists that the Federal Reserve will cut interest rates at its policy meeting on Wednesday.

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Wealth Management

DECEMBER 16, 2024

A practical framework for all involved.

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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

Advisor Perspectives

DECEMBER 16, 2024

Bitcoin rose to a record high on President-elect Donald Trump’s support for digital assets and optimism about the upcoming inclusion of MicroStrategy Inc., an accumulator of the token, in a key US stock gauge.

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Wealth Management

DECEMBER 16, 2024

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Advisor Perspectives

DECEMBER 16, 2024

From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.

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