Abnormal Returns
OCTOBER 15, 2024
Strategy Diversification is more than just owning a lot of stocks. (fortunefinancialadvisors.com) What defines a group that makes high quality decisions? (behaviouralinvestment.com) Alternatives Charles Schwab ($SCHW) views alternatives as a (big) opportunity. (riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. (institutionalinvestor.com) Retail Walgreens ($WBA) is closing some 1,200 stores.
Nerd's Eye View
OCTOBER 15, 2024
Welcome everyone! Welcome to the 407th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. What's unique about Mark, though, is how he uses a liability-driven-investing approach to build retirement portfolios and manage sequence of return risk, with a particular focu
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Abnormal Returns
OCTOBER 15, 2024
Retail Just how profitable is to trade against retail order flow? (papers.ssrn.com) Zero commissions could obscure the true costs of trading. (papers.ssrn.com) Quant stuff How XTX Markets have generated huge profits using cutting edge quant models. (on.ft.com) A look at the companies behind the scenes setting odds at online sports books. (bloomberg.com) Jane Street interns make good coin.
A Wealth of Common Sense
OCTOBER 15, 2024
The Great Financial Crisis decimated the balance sheets of most Americans. How could it not? Housing prices were down by nearly 30%. The stock market crashed almost 60%. The unemployment rate hit double-digits. It was the worst economic period most of us have ever lived through. The collective net worth of American households reached roughly $66 trillion by the end of 2007.
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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
OCTOBER 15, 2024
Listen as Nona Rosa, Director of Practice Management at Avantax as she highlights the firm’s dedication to investing in talent through an innovative coaching program.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 15, 2024
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab with a combined $825 million in assets.
Trade Brains
OCTOBER 15, 2024
India’s commercial real estate sector is witnessing a remarkable upswing. According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. This figure eclipses the previous high of 60.6 million in 2019. Major metropolitan areas like Bengaluru, Mumbai, and Pune are spearheading this growth trend.
Wealth Management
OCTOBER 15, 2024
Britt joins the firm from Thomson Reuters. She will take over from outgoing CFO Jon Frojen and will be based at Osaic’s headquarters in Scottsdale, Ariz.
Calculated Risk
OCTOBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Changes in Various Interest Rates Since the FOMC Cut Its Target Fed Funds Rate by 50 Basis Points A brief excerpt: From housing economist Tom Lawler: Below is a table showing changes in various interest rates from the day before the FOMC’s 50 basis point cut in its Fed Funds rate target and last Friday.
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
Wealth Management
OCTOBER 15, 2024
Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.
Random Roger's Retirement Planning
OCTOBER 15, 2024
All right, let's get into this. Today the STKD Bitcoin & Gold ETF (BTGD) appears to have started trading. The fund's website says October 15 is the inception date but Yahoo Finance doesn't have it yet. It's from Quantify Funds but Newfound Research, ReSolve Asset Management and Return Stacked ETFs are all involved too. BTDG leverages up to own 100% Bitcoin and 100% gold in a similar fashion as the ReturnStacked suite of ETFs.
Wealth Management
OCTOBER 15, 2024
Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. BlackRock launches a new tech feature for real-time monitoring of private markets data. These are among this week’s investment must reads for wealth advisors.
Calculated Risk
OCTOBER 15, 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.
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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
Wealth Management
OCTOBER 15, 2024
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab in Orlando, Fla.
Calculated Risk
OCTOBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-October 2024 A brief excerpt: On Friday, in Part 1: Current State of the Housing Market; Overview for mid-October 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Wealth Management
OCTOBER 15, 2024
The acquisition of Sweet Financial is Carson’s second-largest deal to date.
Million Dollar Round Table (MDRT)
OCTOBER 15, 2024
By Corey Williams Systems and routines are important to me. They took me to MDRT’s Top of the Table and gave me more time for my family. Without systems, you hold yourself back from a more fulfilling life. Planning for the day You achieve goals on a step-by-step, day-by-day basis. So, it’s important to start the day off right. Each morning, I meditate, exercise and do affirmations and journaling.
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
OCTOBER 15, 2024
The firm will now offer advisory services and customizable model portfolios for alternative investments.
Trade Brains
OCTOBER 15, 2024
The retail landscape in India is rapidly evolving with quick commerce emerging as a disruptor. DMart, a major player in the brick-and-mortar retail space is facing the challenge of adapting to this new reality. This article is about DMart’s position in the market, its recent performance, and its potential to compete with quick commerce platforms.
Wealth Management
OCTOBER 15, 2024
In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.
NAIFA Advisor Today
OCTOBER 15, 2024
Steve Bergee LACP' s dedication to the financial services industry and NAIFA highlights the importance of advocacy, relationship-building, and the profound impact insurance professionals have on their clients' lives. Steve began his journey in the financial services industry as a customer service representative at a life insurance company. This experience opened his eyes to the importance of a strong advisor-client relationship, sparking his passion for the profession.
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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.
Wealth Management
OCTOBER 15, 2024
Shaker Investments' Brad Wheeler details how financil advisors can manage investment risk more effectively.
Your Richest Life
OCTOBER 15, 2024
Fall is here; have you reviewed your workplace benefits yet? For most American employees, open enrollment kicks off in October and November, and wraps up in January. This is your opportunity to assess your benefits and make any changes as you head into the new year. Here are five steps to review your benefits in 2025: Review Your Benefits: Reflect on the Past Year Many people re-enroll for the same benefits year after year, but that approach might mean you’re not receiving the best possible ben
Advisor Perspectives
OCTOBER 15, 2024
By bringing wealth advisors and attorneys together with medical professionals, clients can receive more comprehensive care. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors.
Investment Writing
OCTOBER 15, 2024
Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.
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
OCTOBER 15, 2024
Choosing to make your coffee or your lunch at home instead of hitting the café every day is not just about saving a few dollars—it’s about setting yourself up for long-term financial success.
Wealth Management
OCTOBER 15, 2024
Apollo's new semi-liquid secondaries products will include a tender offer fund open to U.S.
Advisor Perspectives
OCTOBER 15, 2024
If money makes the world go around, it hasn’t been doing a very good job lately. Beyond developed nations — in eastern Europe, Latin America and Africa — people and businesses are increasingly finding themselves cut off from global payments. An unintended consequence of necessary measures to enforce sanctions and thwart criminals, the trend is doing significant damage to trade and economic growth.
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