Abnormal Returns

OCTOBER 3, 2024

Markets Bonds, stocks AND gold are all having a good year. (carsongroup.com) Utilities are crushing it in 2024. (on.spdji.com) Market quilts, including global markets, updated through Q3. (novelinvestor.com) Crypto MicroStrategy ($MSTR) is not the only company that has Bitcoin on the balance sheet. (blockworks.co) The SEC is not done with Ripple. (theverge.com) Finance Election betting is another sign that gambling and trading are becoming indistinguishable.

Financial Advising 279

Financial Advising Retail Media Economy 279

A Wealth of Common Sense

OCTOBER 3, 2024

We emptied the inbox this week covering other questions about getting your CFA designation, the types of bonds you should own in retirement, how pensions fit into a retirement plan, how to spend more money, teaching your kids about money, becoming a landlord, using a HELOC as an emergency fund, how analysts rate stocks and adding international exposure to your portfolio.

Retirement 143

Retirement Retirement Planning Planning Portfolio 143

The Big Picture

OCTOBER 3, 2024

I used to spill a lot of ink about how terrible the Harvard Endowment was, especially their heavy overweight in Hedge Funds. I stopped not because they got any better, but simply due to the annual performance disaster was boring to keep writing about. Worse still, this was a self-inflicted wound, caused by irate alumni upset at how much the Harvard Management Company (aka The Endowment) was paying their outperforming staff: “Let’s start with Dr.

Medical 133

Medical Management Investments Investing 133

Nerd's Eye View

OCTOBER 3, 2024

"Building in public" is a common piece of advice for tackling new challenges – whether launching content, starting a business, or setting personal or professional goals – as public commitment fosters accountability and motivation, tapping into the human desire to avoid embarrassment. While this approach can be effective, it ultimately poses its own difficulties; for example, when stakes are public, advisors may feel pressured to endlessly perfect their offerings and over-commit their

Clients 130

Clients Accounting Planning Marketing 130

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.

Accounting

Wealth Management

OCTOBER 3, 2024

The deal, expected to close in the fourth quarter of 2024, will bring Kovitz’s assets to nearly $30 billion.

Assets 124

Assets 124

Wealth Management

OCTOBER 3, 2024

How financial advisors can thrive with the coming of AI Tools

Financial Advisor 119

Financial Advisor 119

Advisor Perspectives

OCTOBER 3, 2024

While a strike by East Coast port workers is strangling the flow of goods from Maine to Texas and grabbing headlines, news of machinists at Boeing Co. about to enter their fourth week of picketing near Seattle has receded a bit into the background.

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98

Wealth Management

OCTOBER 3, 2024

The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his mission was about “taking care of you, so you can take care of your clients,” is proving a shock.

Clients 118

Clients 118

Trade Brains

OCTOBER 3, 2024

India’s vibrant marketplaces are changing. Tradition and modernity are merging in the fast-changing retail world. As a result, the retail industry in India is flourishing. Brands from around the world and locally are vying for market share. E-commerce platforms are growing in the interim. In addition, shoppers are welcoming novel shopping encounters.

Valuation 98

Valuation Retail Food Marketing 98

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.

Accounting

Wealth Management

OCTOBER 3, 2024

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Wealth Management 115

Wealth Management Management 115

Carson Wealth

OCTOBER 3, 2024

Retirement is an exciting milestone—a time to leave behind the hustle and bustle of work and embrace a new chapter filled with more freedom and opportunities to enjoy life. But before you clock out for the last time, it’s essential to make sure you’re fully prepared for this significant life change. Planning well in advance ensures that your retirement years will be financially secure, fulfilling, and less stressful than your working years.

Retirement 96

Retirement Healthcare Retirement Planning Taxes 96

Wealth Management

OCTOBER 3, 2024

Investors should diversify internationally into a broader array of companies and consider high-quality business models with attractive dividend policies.

Marketing 111

Marketing Marketing 111

Million Dollar Round Table (MDRT)

OCTOBER 3, 2024

By Matt Pais, MDRT Content Specialist Let’s say 100 people call you at the same time. How many of them can you speak to at once? Obviously, only one. That’s why Donald P. Speakman, MSFS , a past MDRT member from Pittsburgh, Pennsylvania, recommends recording an extended voicemail message during high-volume call times to simultaneously address a large number of concerns.

Numbers 89

Numbers Communication Clients Marketing 89

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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.

Accounting

Wealth Management

OCTOBER 3, 2024

A year after cutting half its staff, Vise has added senior industry executives as advisors and is aggressively pursuing the RIA aggregator market to grow.

Marketing 111

Marketing Marketing 111

Calculated Risk

OCTOBER 3, 2024

The DOL reported : In the week ending September 28, the advance figure for seasonally adjusted initial claims was 225,000 , an increase of 6,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 218,000 to 219,000. The 4-week moving average was 224,250, a decrease of 750 from the previous week's revised average.

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75

Wealth Management

OCTOBER 3, 2024

The move allows Founder Tom Noble to retire and hand over the reins to the next generation.

Retirement 109

Retirement 109

Advisor Perspectives

OCTOBER 3, 2024

Nvidia Corp. insiders have cashed in on shares worth more than $1.8 billion so far this year — and more selling is on the horizon.

Sales 64

Sales 64

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

Numbers

Wealth Management

OCTOBER 3, 2024

Banks and private credit lenders have been in tense competition to provide financing for what’s been a thin pipeline of mergers and acquisitions.

Banking 108

Banking 108

Advisor Perspectives

OCTOBER 3, 2024

Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.

License 64

License 64

Wealth Management

OCTOBER 3, 2024

Listen as Joseph Kuo, Founder & CEO of Haven Tower emphasizes the importance of cultivating self-confidence and self-awareness in the wealth management industry.

Wealth Management 105

Wealth Management Management 105

Calculated Risk

OCTOBER 3, 2024

On Friday at 8:30 AM ET, the BLS will release the employment report for September. The consensus is for 145,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. There were 142,000 jobs added in August, and the unemployment rate was at 4.2%. From BofA: Although the labor market has been soft, low jobless claims suggest that the September employment report should be decent.

Manufacturing 59

Manufacturing Numbers Marketing Marketing 59

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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.

Planning

Wealth Management

OCTOBER 3, 2024

Listen as Ghislain Gouraige, Partner at NewEdge Capital Group as he shares how his firm’s commitment to innovation and staying ahead of industry trends empowers advisors to thrive.

Wealth Management 105

Wealth Management Management 105

Calculated Risk

OCTOBER 3, 2024

Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate Unchanged in Q3; Office Vacancy Rate at Record High A brief excerpt: From Moody’s Analytics Economists: Multifamily Performance Steadied, Office Stress Continued to Manifest, Retail Vacancy Declined, And Industrial Cooled Down National multifamily vacancy stayed flat at 5.8%, the highest level on record since 2011.

Retail 59

Retail 59

Wealth Management

OCTOBER 3, 2024

Listen as Teresa Hassara, Senior Vice President at Principal as she outlines the firm’s priorities for the future, including a strong focus on service excellence, discovering innovative solutions, and delivering top-tier technology to empower advisors.

Wealth Management 105

Wealth Management Management 105

SEI

OCTOBER 3, 2024

Expansion of Board Underscores Commitment to Institutional Markets

Marketing 59

Marketing Marketing 59

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!

Management

Wealth Management

OCTOBER 3, 2024

Thursday, October 03, 2024 | 4:15 PM ET

Wealth Management 104

Wealth Management Management Clients 104

Calculated Risk

OCTOBER 3, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, 8:30 AM: Employment Report for September. The consensus is for 145,000 jobs added, and for the unemployment rate to be unchanged at 4.2%.

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52

Wealth Management

OCTOBER 3, 2024

Wealth Management Industry Awards, Max Lane, CEO of Flourish discusses how his firm helps advisors move from holistic advice to holistic implementation.

Wealth Management 104

Wealth Management Management 104