The Big Picture
APRIL 9, 2024
Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coincident Indicators out for both January and February 2024.1 As the charts above show, the economy on a state-by-state basis has markedly improved from Q4 2023’s softening.
Abnormal Returns
APRIL 9, 2024
Markets Investors are coming to terms with higher short-term interest rates. (nytimes.com) All the narrative rolling around the markets including 'Sticky inflation.' (ft.com) Crypto A spot Bitcoin ETF has provided crypto skeptics cover to get into the business. (barrons.com) The rise in Bitcoin has caused some long term holders to sell. (coindesk.com) Finance Financial institutions are increasingly relying on the public cloud operators.
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Nerd's Eye View
APRIL 9, 2024
Welcome everyone! Welcome to the 380th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Leonard. Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households. What's unique about Andrew, though, is how his firm has been able to triple its AUM in the past 4 years while offering a high-touch client experience by adopting the a
Abnormal Returns
APRIL 9, 2024
Private equity What happens when you 'de-smooth' private equity returns? (institutionalinvestor.com) Why do private equity fees vary so widely? (alphaarchitect.com) Work Getting an internship at a top multi-strategy hedge fund is a good, but tough to get, gig. (pionline.com) Women in the C-suite lost ground in 2023. (washingtonpost.com) On the life of a university endowment CIO.
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.
The Irrelevant Investor
APRIL 9, 2024
The most important thing that determines how successful you are in life cannot be quantified. Success is a loaded word that means different things to everyone. At its core, success is happiness. Hard stop. If you’re rich and miserable, you’re not successful. There’s a hierarchy of happiness. At the foundational level is health. Without that, you have nothing.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 9, 2024
Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.
A Wealth of Common Sense
APRIL 9, 2024
Finance people spend a lot of time worrying. About the next recession. The next bear market. The next Black Swan event. The level of interest rates and inflation and valuations and the Fed and basically everything else. This makes sense. The bad stuff hurts more than the good stuff feels good so risk management rules the day. I’m a finance guy so I worry about plenty of these things too.
Wealth Management
APRIL 9, 2024
The brokerage regulator settled two cases related to the SEC’s rule this week; one securities attorney believes FINRA has now established itself as the “primary regulator” of the rule.
Calculated Risk
APRIL 9, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for March from the BLS. The consensus is for 0.4% increase in CPI (up 3.5% YoY) and a 0.3% increase in core CPI (up 3.7% YoY).
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.
Wealth Management
APRIL 9, 2024
Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.
Random Roger's Retirement Planning
APRIL 9, 2024
Bob Elliott who runs the Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) wrote a blog post that could be summed up as diversifying your diversifiers but anchoring your alts bucket around managed futures will get the best result. He referred to the non-managed futures alts at "diversified alpha" but never specified what strategies to include with managed futures.
Wealth Management
APRIL 9, 2024
Foster's firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.
NAIFA Advisor Today
APRIL 9, 2024
NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry. Since 1984, NAIFA’s LUTCF has prepared more than 70,000 insurance and financial professionals to excel in the industry and is often the first designation successful agents and advisors earn.
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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
APRIL 9, 2024
Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.
Advisor Perspectives
APRIL 9, 2024
Having a comprehensive retirement income plan that is regularly updated, accommodates changes in spending needs, inflation, market fluctuations and taxes is crucial for peace of mind in retirement.
Wealth Management
APRIL 9, 2024
Heald Financial Advisors and Claricity Wealth became Stratos Private Wealth in its first expansion since the division launched last spring.
Million Dollar Round Table (MDRT)
APRIL 9, 2024
By Bryce Sanders Zoom events are fine, but people still want to engage in person, including at seminars. As much as people want to step away from Zoom and go to in-person events, though, seminars not done well could yield disappointing results and be an inefficient use of your marketing and prospecting time as a financial advisor. To make the most of seminars, avoid these three mistakes and mindsets: Invitations alone aren’t enough.
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
APRIL 9, 2024
The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.
Advisor Perspectives
APRIL 9, 2024
Let's take a close look at March's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.3% of total employed workers are full-time (35+ hours) and 17.
Wealth Management
APRIL 9, 2024
The IMF raised red flags about the growing private credit market. Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must reads we found this week for wealth advisors.
The Irrelevant Investor
APRIL 9, 2024
Today’s Animal Spirits is brought to you by Pacer ETFs and Fabric by Gerber Life See here for more information on Pacer ETFs Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: S&P 500 trackers hit a record 27% of 2023 equity ETF flows What’s wrong with the economy.
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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
APRIL 9, 2024
A group of former Merrill Lynch advisors have launched Fairvoy Private Wealth in Birmingham, Ala.
Advisor Perspectives
APRIL 9, 2024
I offer a collection of observations and beliefs based on my 48 years of experience in the financial services business, which includes stints as either president or CEO of five different TAMPs and a consulting firm.
Wealth Management
APRIL 9, 2024
The Somnio Wealth team in Louisville, Ky., joins LPL after 14 years with Ameriprise.
Calculated Risk
APRIL 9, 2024
Today, in the Calculated Risk Real Estate Newsletter: An Update on the House Price Battle Royale: Low Inventory vs Affordability A brief excerpt: Almost a year ago I wrote: House Price Battle Royale: Low Inventory vs Affordability. Here is an update as the battle continues! I’ve been wrestling with the impact on house prices of the rapid increase in mortgage rates and monthly payments over the last two years.
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
APRIL 9, 2024
Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Calculated Risk
APRIL 9, 2024
Note: I covered apartments and offices in the newsletter: Moody's: Apartment Vacancy Rate Unchanged in Q1; Office Vacancy Rate at Record High From Moody’s Analytics economists: Apartment and Retail in Holding Pattern, Office Evolution and Stress Continued, And Industrial Fundamentals Leveled Off Q1 2024 data revealed trends similar to those observed in 2023, with retail vacancy rate remaining stable at 10.3%.
Advisor Perspectives
APRIL 9, 2024
In this article, I outline five common mistakes RIAs make when addressing complaints and outline best practices for crafting an effective game plan to handle them.
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