Abnormal Returns
SEPTEMBER 12, 2024
Books An excerpt from Tim Harford’s book, “The Undercover Economist Strikes Back.” (on.ft.com) A Q&A with Alison Fragle author of "Likeable Badass: How Women Get the Success They Deserve." (annieduke.substack.com) AI Why AI really could disrupt work. (danielmiessler.com) Just how transformational is AI in the big picture? (thezvi.substack.com) 11 predictions about AI including 'AI will create more disruption than profit.
Calculated Risk
SEPTEMBER 12, 2024
The Federal Reserve released the Q2 2024 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits rose to $163.8 trillion during the second quarter of 2024. The value of directly and indirectly held corporate equities increased $0.7 trillion and the value of real estate increased $1.8 trillion. Household debt increased 3.2 percent at an annual rate in the second quarter of 2024.
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Abnormal Returns
SEPTEMBER 12, 2024
Apple How the new AirPod Pros 2 could upend the hearing aid industry. (cnbc.com) Why it's smart for Apple ($AAPL) to add a Camera Control button to the new iPhones. (macworld.com) The iPhone camera is going to be an onramp for 'visual AI.' (om.co) The iPhone 16s are not 'AI phones.' (spyglass.org) Companies Kevin Plank has a tough job in his second go-round as Under Armour ($UA) CEO.
Calculated Risk
SEPTEMBER 12, 2024
Today, in the Real Estate Newsletter: The "Home ATM" Mostly Closed in Q2 Excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity - jokingly calling it the “Home ATM” - and this contributed to the subsequent housing bust, since so many homeowners had negative equity in their homes when house prices declined.
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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
SEPTEMBER 12, 2024
Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 12, 2024
Listen as Kevin Darlington General Manger, Broadridge, asks what advisor challenge is your firm trying to solve?, What do you hope to see happen in the wealth management space over the next ten years?, How will your firm continue to evolve to meet the future needs of advisor's?
A Wealth of Common Sense
SEPTEMBER 12, 2024
Our resident estate expert, Taylor Hollis, joined me on the show this week to discuss questions about CD rates, how trusts work, how to protect your finances from an illness in the family and paying off student loans with a 401k loan. Further Reading: How Individual Retirement Accounts Changed the Stock Market Forever 1Assets did fall and then stagnated coming out of the Great Financial Crisis but that was a period with.
Wealth Management
SEPTEMBER 12, 2024
Listen as Kevin Darlington General Manger, Broadridge, asks what advisor challenge is your firm trying to solve?, What do you hope to see happen in the wealth management space over the next ten years?, How will your firm continue to evolve to meet the future needs of advisor's?
Calculated Risk
SEPTEMBER 12, 2024
From CoreLogic: CoreLogic: US Homeowners See Equity Gains Continue to Climb, but at a Slower Pace in Q2 CoreLogic®. today released the Homeowner Equity Report (HER) for the second quarter of 2024. The report shows that U.S. homeowners with mortgages (which account for roughly 62% of all properties) saw home equity increase by 8.0% year over year, representing a collective gain of $1.3 trillion and an average increase of $25,000 per borrower since the second quarter of 2023, bringing the total
Speaker: 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
SEPTEMBER 12, 2024
Jason Diamond and Mindy Diamond discuss her new book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their business.
SEI
SEPTEMBER 12, 2024
Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth
Wealth Management
SEPTEMBER 12, 2024
The firm, co-founded by serial entrepreneur Judd Mackrill, seeks to fill RIA firms' need for business intelligence, data consolidation and integration.
MainStreet Financial Planning
SEPTEMBER 12, 2024
Interest rates are expected to drop soon, and this shift presents both opportunities and challenges for savers, investors, and anyone managing debt. As we face these changes, it’s crucial to be proactive in how you approach your financial strategy. From locking in high yields on savings accounts to refinancing loans and adjusting your investment portfolio, there are steps you can take today to maximize the benefits of lower rates.
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
SEPTEMBER 12, 2024
MarketCounsel founder Brian Hambruger explains why "hope is not a plan" and the pitfalls advisors and firms face in transition.
Calculated Risk
SEPTEMBER 12, 2024
The DOL reported : In the week ending September 7, the advance figure for seasonally adjusted initial claims was 230,000 , an increase of 2,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 227,000 to 228,000. The 4-week moving average was 230,750, an increase of 500 from the previous week's revised average.
Wealth Management
SEPTEMBER 12, 2024
Additionally, the firm agreed that Bitcoin, Bitcoin Cash and Ether would be the only crypto assets U.S. customers could trade on its platform.
Calculated Risk
SEPTEMBER 12, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: University of Michigan's Consumer sentiment index (Preliminary for September).
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Wealth Management
SEPTEMBER 12, 2024
Listen as Alexander Matos AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.
Calculated Risk
SEPTEMBER 12, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For August, Realtor.com reported inventory was up 5.8% YoY, but still down 26.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 33.4% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
SEPTEMBER 12, 2024
Listen as Sarah Mulcahy AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.
Trade Brains
SEPTEMBER 12, 2024
Recent political turmoil in Bangladesh, marked by violent protests over job quotas, has sent shockwaves through the South Asian textile industry. This upheaval not only poses security risks in India’s neighborhood but also creates significant implications for Indian companies, particularly those in the textile sector. The resulting “Bangladesh+1” strategy adopted by global brands opens new avenues for Indian textile exporters, potentially reshaping the regional industry landsca
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Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!
Wealth Management
SEPTEMBER 12, 2024
Listen as Cor Haekstra AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.
Advisor Perspectives
SEPTEMBER 12, 2024
Wholesale inflation increased more than expected last month. The producer price index for final demand increased 0.2% month-over-month (s.a.). On an annual basis, headline PPI decelerated from 2.1% in July to 1.7% in August.
Wealth Management
SEPTEMBER 12, 2024
Listen as Sarah Mulcahy AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.
Advisor Perspectives
SEPTEMBER 12, 2024
Institutional investors, which have traditionally made up private debt’s largest pool of money, are no longer a source of growth for the $1.7 trillion industry.
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!
Wealth Management
SEPTEMBER 12, 2024
Listen as Cor Haekstra AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.
Trade Brains
SEPTEMBER 12, 2024
Initial Public Offerings (IPOs) in India often draw immense interest from retail and institutional investors alike. With the opportunity to participate in the growth stories of some of the country’s largest companies, IPOs have become a key entry point for investors looking to maximize returns. Over the years, a few IPOs have made history by attracting massive numbers of applicants, reflecting the high confidence and expectations from both retail and institutional investors.
Wealth Management
SEPTEMBER 12, 2024
Listen as Dan Zitting AVP, Business Consulting, Kestra Financial , asks how will your firm continue to evolve to meet the future needs of advisors.
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