Abnormal Returns
NOVEMBER 13, 2023
Crypto The crypto industry is at a crossroads, post-FTX. (on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. (theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else. (theinformation.com) What rate of return do successful VCs need to get from their investments?
Nerd's Eye View
NOVEMBER 13, 2023
Traditionally, financial planning meetings have been held face-to-face in an advisor's office, and over the years, a body of research has emerged showing that how the advisor's office is laid out can have a significant impact on how clients perceive the advisor, their mood during the meeting, and even their resulting financial planning decisions. However, over the last decade (and particularly since the beginning of the COVID-19 pandemic), many advisors have increasingly been holding virtual cli
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Abnormal Returns
NOVEMBER 13, 2023
Podcasts Jack Forehand and Justin Carbonneau talks with Doug and Heather Boneparth about having better money conversations. (youtube.com) Justin L. Mack talks with Jennifer and Lisa Dazols, founders of Modern Family Finance, about working with LGBTQ+ clients. (financial-planning.com) Smoke Show The pilot episode of 'The Smoke Show' is this week focusing on fintech founders and their startups.
The Big Picture
NOVEMBER 13, 2023
As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the Belfers, a successful American family of immigrants, and some of the woes that befell them. (Don’t worry, they are fine). You can find the full slide deck here. The post Navigating Financial Disasters (video) appeared first on The Big Picture.
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Advisor Perspectives
NOVEMBER 13, 2023
Research on tax-efficient retirement distribution strategies aims to sequence withdrawals from taxable, tax-deferred, and tax-exempt accounts to maximize after-tax spending. That can be either in terms of meeting an after-tax spending goal for as long as possible or preserving the most after-tax legacy after meeting spending needs over a specified timeframe.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 13, 2023
Convergence and the growth of new plans are beyond what RPAs can handle.
Advisor Perspectives
NOVEMBER 13, 2023
Here are tips for handling prospect objections and how every advisor can improve client meetings.
Wealth Management
NOVEMBER 13, 2023
Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.
XY Planning Network
NOVEMBER 13, 2023
Move over, Millennials; there’s a new class in town. Generation Z (Gen Z) is the latest age group phasing into the workforce. Those who work in financial planning know: it’s never too early to start. Every generation is shaped by the actions of their predecessors and the distinctive events and trends they collectively experience as they join the ranks of adulthood.
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.
Wealth Management
NOVEMBER 13, 2023
Band-aid solutions will no longer work to bring family offices into a more digital world.
Calculated Risk
NOVEMBER 13, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-November A brief excerpt: Last week, in Part 1: Current State of the Housing Market; Overview for mid-November I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question I discussed in July is Will house prices decline further later this year?
Wealth Management
NOVEMBER 13, 2023
The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.
Cornerstone Financial Advisory
NOVEMBER 13, 2023
Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index jumped 2.37% higher for the week.
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
Wealth Management
NOVEMBER 13, 2023
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens.
Alpha Architect
NOVEMBER 13, 2023
If inflation surges, how long on average, will it take to subside to a reasonable target rate of 2%? Is Inflation Ever Going to Go Down? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 13, 2023
Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures.
Carson Wealth
NOVEMBER 13, 2023
After the best week of the year for stocks two weeks ago, it was nice to see some follow-through last week. We think the stage is set for a strong end-of-year rally and the late-October lows won’t be violated. November and December are historically two of the strongest months. And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close.
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.
Wealth Management
NOVEMBER 13, 2023
CBRE President and CEO Robert Sulentic said office real estate values could fall another 10% before reaching their nadir. The Wall Street Journal looked at the rise in distress among mezzanine loans. These are among the must reads from the real estate investment world to kick off the new week.
A Wealth of Common Sense
NOVEMBER 13, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to give us an update on digital assets in 2023. On today’s show, we discuss: Fundamental reasons for Bitcoin’s positive performance in 2023 Q3 2023 Fidelity Digital Assets Signals Report Bitcoin first revisited Illiquid Bitcoin supply.
Wealth Management
NOVEMBER 13, 2023
The news comes as Avantax faces three lawsuits and "multiple" demand letters from stockholders asking the company for additional financial disclosures.
Random Roger's Retirement Planning
NOVEMBER 13, 2023
A couple of interesting retirement planning items from my reading today. First are two articles about people's reluctance to start to spend down their retirement savings from Kitces and Morningstar , it is a difficult psychological pivot to go from accumulating to decumulating. Many years ago I recognized that I would have difficulty when the time came and as I write this today, having no idea when we will start draw from our savings, I know it will still be difficult for me to do.
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.
Wealth Management
NOVEMBER 13, 2023
Wealth Management Invest will cover how advisors are creating personalized portfolios at scale.
Advisor Perspectives
NOVEMBER 13, 2023
Private equity (PE) has become a staple of institutional portfolios, but its performance has often been disappointing. New research shows that the levels of specialization and portfolio diversification should be important considerations when selecting a manager to implement a PE strategy.
Wealth Management
NOVEMBER 13, 2023
The 7th breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million as a VP at Merrill Lynch.
Calculated Risk
NOVEMBER 13, 2023
Altos reports that active single-family inventory was up slightly week-over-week. This is the latest in the year that inventory was still increasing in this series! Inventory will start decreasing seasonally soon (for Thanksgiving and Christmas). Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of November 10th, inventory was at 567 thousand (7-day average), compared to 567 thousand the prior week.
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
NOVEMBER 13, 2023
Franklin Tsung, CEO at Future Advice, discusses the future for RIAs seeking to compete with both "platform" RIAs and traditional wirehouse advisors.
Trade Brains
NOVEMBER 13, 2023
Fundamental Analysis of Gensol Engineering : India is currently undergoing a massive energy revolution, actively taking measures to slow down its dependency on energy generated from non-renewables. At the same time, technological innovations are making electric vehicles a reality, giving rise to further demand for electricity. This becomes the perfect environment for the Company that we are going to talk about today.
Wealth Management
NOVEMBER 13, 2023
David Grau Jr., MBA at Succession Resource Group, discusses Advisor Succession.
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