Wealth Management
APRIL 23, 2024
The rule, which takes effect in September, “protects the retirement investors from improper investment recommendations and harmful conflicts of interest,” according to Acting Labor Secretary Julie Su.
Abnormal Returns
APRIL 23, 2024
Geopolitics A look at how geopolitical events affect the stock market. (carsongroup.com) Why we fear doing nothing during a geopolitical crisis. (behaviouralinvestment.com) Strategy Investors need to understand history and be willing to look ahead. (morningstar.com) Why people make seemingly bad financial decisions. (ofdollarsanddata.com) Companies Meta ($META) never wants to be at the mercy of Apple ($AAPL).
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Wealth Management
APRIL 23, 2024
Now’s the time to outsource the tasks taking time and attention away from your clients.
Calculated Risk
APRIL 23, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 693,000 Annual Rate in March Brief excerpt: The Census Bureau reports New Home Sales in March were at a seasonally adjusted annual rate (SAAR) of 693 thousand. The previous three months were revised down combined. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
APRIL 23, 2024
Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.
Calculated Risk
APRIL 23, 2024
Last week, in the CalculatedRisk Real Estate Newsletter on March existing home sales, NAR: Existing-Home Sales Decreased to 4.19 million SAAR in March; Median House Prices Increased 4.8% Year-over-Year , I noted that median prices were up year-over-year (median prices are distorted by the mix). Seasonally prices typically peak in June (closed sales are mostly for contracts signed in April and May).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
APRIL 23, 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, Durable Goods Orders for March from the Census Bureau. The consensus is for a 2.0% increase in durable goods orders. • During the day, The AIA's Architecture Billings Index for March (a leading indicator for commercial real estate).
Wealth Management
APRIL 23, 2024
The asset class continues to gain momentum, marking the sixth consecutive quarter of asset growth.
Abnormal Returns
APRIL 23, 2024
Research A closer look at hedge fund industry performance. (alphaarchitect.com) How to suss out intangible-rich international companies. (sparklinecapital.com) Quality and low vol are not synonymous. (insights.finominal.com) For generative AI to work in investing it needs the right kind of data, and a lot of it. (acadian-asset.com) How green investors affect market equilibria.
Wealth Management
APRIL 23, 2024
The proposal by the Federal Trade Commission would ban most new non-compete agreements including those of senior executives.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
A Wealth of Common Sense
APRIL 23, 2024
There was a recent poll about my home state of Michigan where they asked people for their thoughts on the state of the nation’s economy today. Just 35% of people described the economy as excellent (6%) or good (29%) while 65% described it as either not so good (28%) or poor (37%). But when asked how they would describe their own personal financial situation these days, a majority of people (61%) described their circ.
Wealth Management
APRIL 23, 2024
Thursday, May 16, 2024 | 2:00 PM Eastern Daylight Time
Nerd's Eye View
APRIL 23, 2024
Welcome everyone! Welcome to the 382nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tyson Ray. Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. What's unique about Tyson, though, is how he has developed a planning process he calls their "Total Relationship" approach, which puts an emphasis on determining a c
Wealth Management
APRIL 23, 2024
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Advisor Perspectives
APRIL 23, 2024
If you’re struggling to get prospects to say “yes,” you may be too focused on what you can get from the meeting, not your prospect's needs.
Wealth Management
APRIL 23, 2024
Advisor Growth Strategies' Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.
Alpha Architect
APRIL 23, 2024
The implications of wishful thinking and subjective belief choice for endogenous disagreement among investors are substantial and can vary with economic conditions: How investors form beliefs and make decisions was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
APRIL 23, 2024
The first fund launching within the suite is the Calamos S&P 500 Structured Alt Protection ETF, which aims to match the price return of the SPDR S&P 500 ETF Trust up to a cap of 9.65%.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Advisor Perspectives
APRIL 23, 2024
Fifth district manufacturing activity remained slow in April, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index rose to -7 this month from -11 in March, marking its 6th consecutive negative reading. This month's reading was consistent with the forecast.
Wealth Management
APRIL 23, 2024
The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.
Million Dollar Round Table (MDRT)
APRIL 23, 2024
By Kathryn Furtaw Keuneke, MDRT Content Development Director Clients don’t want to hear about products; they want to know what solutions they provide. That’s not new, but Shane E. Westhoelter, AEP, CLU , a 13-year MDRT member from Albuquerque, New Mexico, USA, has some new ways of demonstrating the value. To show clients the value of disability insurance, Westhoelter said during his ConneXion Zone presentation at the 2017 MDRT Annual Meeting, he puts them through a one-day exercise.
Advisor Perspectives
APRIL 23, 2024
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony Pasquariello.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Random Roger's Retirement Planning
APRIL 23, 2024
It's been a while since we bagged on risk parity but Bloomberg gave us a good prompt to revisit the strategy. Apparently a few state pensions and similar pools of capital have been pulling money from risk parity funds managed by the likes of Bridgewater, Man and others. The simplistic definition is that risk parity equal weights asset classes by their volatility.
The Irrelevant Investor
APRIL 23, 2024
Today’s Animal Spirits is brought to you by Franklin Templeton: See here for more information on the Franklin High Yield Corporate ETF (FLHY) On today’s show, we discuss: Wall Street traders keep underestimating America’s economic strength Generation Z is unprecedentedly rich Where are growth, inflation and interest rates headed? We asked the economists Home renovations are booming thanks to high rates Bank.
Advisor Perspectives
APRIL 23, 2024
The March release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 693,000 units, its fastest pace in six months and higher than the 668,000 forecast. New home sales were up 8.8% month-over-month from a revised rate of 637,000 in February and are up 8.3% from one year ago.
Trade Brains
APRIL 23, 2024
Bearish Marubozu Candlestick Pattern: traders and speculators rely on technical analysis to analyze and predict the future movement of the price in the market. Candlestick patterns are a part of technical analysis preferred by traders to understand and predict the future price movement in securities. Here in this article, we shall discuss the Bearish Marubozu Candlestick Pattern with its meaning, formation, and how to set up a trade with the pattern formation.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Steve Sanduski
APRIL 23, 2024
Guests: Andy Schell, a highly experienced sailor and the co founder of 59º North Sailing , an ocean sailing adventure company. In a Nutshell: The most challenging environments often teach us the most important lessons about leadership. Whether you’re steering your company around a storm or navigating high interest rates with nervous clients, if you’re resilient enough to reach the other side you’ll be that much more prepared when the clouds roll in again.
Advisor Perspectives
APRIL 23, 2024
Rising interest rates and the fear of giving back stock market gains are pushing pension fund managers to move capital from stocks to bonds.
Wealthfront
APRIL 23, 2024
Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. If I have a large sum of cash to invest, should I invest it all […] The post Ask Wealthfront: Should I Dollar Cost Average?
Advisor Perspectives
APRIL 23, 2024
Large international index funds do not account for geopolitical risk. Corruption has costs, and in this age of conflict with rising tensions in the Middle East, Russia, Ukraine and elsewhere, investors are faced with a daunting landscape while US markets are near highs. Should investors ride the momentum or transition and rotate to sectors that represent greater value and higher forward expected returns?
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.
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