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.
The Big Picture
OCTOBER 15, 2024
The transcript from this week’s, MiB: Joe Lonsdale of 8VC, Palantir, Adapar & Opto , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Riol on Bloomberg Radio 00:00:16 [Speaker Changed] This week on the podcast.
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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.
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
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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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.
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.
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.
Trade Brains
OCTOBER 15, 2024
In the world of Indian public sector undertakings (PSUs), achieving “Maharatna” status is similar to earning a prestigious badge of honor. Recently, Hindustan Aeronautics Limited (HAL) has achieved the prestigious Maharatna status, marking a significant milestone in its operations. This recognition enhances HAL’s operational and financial autonomy, allowing for strategic decision-making without government constraints.
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.
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.
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.
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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.
Advisor Perspectives
OCTOBER 15, 2024
By adopting best-in-class technologies, wealth management firms can position themselves as leaders in a competitive market, attracting more right-fit clients, and achieving sustainable growth.
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.
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.
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
Advisor Perspectives
OCTOBER 15, 2024
How you connect with your prospects and how you position yourself in their eyes is crucial to becoming their Trusted Authority.
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.
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.
Wealth Management
OCTOBER 15, 2024
Shaker Investments' Brad Wheeler details how financil advisors can manage investment risk more effectively.
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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.
Advisor Perspectives
OCTOBER 15, 2024
The stock and bond markets were not spooked in September. The S&P 500 had its best September in the last 11 years with a +2% performance.
Wealth Management
OCTOBER 15, 2024
Apollo's new semi-liquid secondaries products will include a tender offer fund open to U.S.
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.
Wealth Management
OCTOBER 15, 2024
The firm will now offer advisory services and customizable model portfolios for alternative investments.
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!
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.
NAIFA Advisor Today
OCTOBER 15, 2024
Rich Campbell 's long-standing career and commitment to helping families secure their financial future exemplify the values of NAIFA and the financial services profession. His passion for the industry and dedication to his clients continue to inspire those around him. Rich was recruited into the financial services industry over two decades ago. That opportunity opened the door to a rewarding career where he found his passion for helping others achieve financial security.
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