Abnormal Returns
JANUARY 29, 2024
Private equity Dividend recaps are back on the table for private equity. (axios.com) When a company raises debt, and interest rates rise, trouble ensues. (adweek.com) The legal case for opening up private equity to the masses. (papers.ssrn.com) The private equity industry doesn't love academic research about its performance. (institutionalinvestor.com) Gambling Americans are going to the casino.
The Big Picture
JANUARY 29, 2024
Exciting news! In a few weeks, we are heading down to Naples, Florida, where we just launched a new office! Everybody knows what a fun city Miami is, but I am a big fan of the underappreciated gem that is the Gulf Coast of Florida. When the opportunity to partner with Adam Day, CFP in Naples came along, we jumped on it. Michael Batnick and are coming down with some of our colleagues on March 4th-6th.
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Abnormal Returns
JANUARY 29, 2024
Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." (wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. (kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning.
Nerd's Eye View
JANUARY 29, 2024
For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do more – and better – work for the same number of clients while earning higher fees for the higher-value services they provide.
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.
Calculated Risk
JANUARY 29, 2024
Altos reports that active single-family inventory was down 0.6% week-over-week. Inventory will likely decrease a little seasonally until the Spring (it could remain mostly flat for a few months like in 2019). Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of January 26th, inventory was at 503 thousand (7-day average), compared to 506 thousand the prior week.
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Alpha Architect
JANUARY 29, 2024
The paper aims to investigate whether experienced institutional portfolio managers (PMs) exhibit behavioral biases in their decision-making processes, specifically focusing on the selling decisions. The Smart Money Can Buy Stocks, but They Can’t Sell Them was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JANUARY 29, 2024
Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.
Calculated Risk
JANUARY 29, 2024
The BEA released the underlying details for the Q4 advance GDP report on Friday. The BEA reported that investment in non-residential structures increased at a 3.2% annual pace in Q4. Investment in petroleum and natural gas structures increased in Q4 compared to Q3 and was up 5% year-over-year. Click on graph for larger image. The first graph shows investment in offices, malls and lodging as a percent of GDP.
Wealth Management
JANUARY 29, 2024
Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.
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.
Calculated Risk
JANUARY 29, 2024
From Matthew Graham at Mortgage News Daily: Nice Calm Day For Rates, But Volatility Potential Increases From Here From here, the next thing that makes great sense is for rates to follow the guidance of the incoming economic data first and foremost. Comments from the Federal Reserve will be a supporting actor until the March Fed meeting. In other words, we have a Fed meeting coming up in 2 days and we DON'T expect there to be any major fireworks.
Wealth Management
JANUARY 29, 2024
Bernstein Private Wealth Management's initiative will include four senior executives, a dedicated service team and an focus on family governance research.
A Wealth of Common Sense
JANUARY 29, 2024
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product. On today’s show, we discuss: What the bond market has priced in looking at 2024 rate cuts Why bonds are priced for perfection The difficulty with forecasting, and understanding why 2023 ended so well Using bond spreads as an indicator Be.
Wealth Management
JANUARY 29, 2024
Hamilton Lane's Steve Brennan discusses the benefits of private markets and the evolution of the space.
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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.
Trade Brains
JANUARY 29, 2024
Suzlon Energy vs SJVN: Switching to renewable energy sources is an urgent necessity. With a growing population, income, and needs, electricity demand is increasing by the day. Climate change is wreaking havoc on the world, and shifting away from reliance on coal and oil and towards renewable sources appears to be a better way forward. Some companies look to leverage this opportunity.
Wealth Management
JANUARY 29, 2024
Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.
Cornerstone Financial Advisory
JANUARY 29, 2024
Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was back last week, pushing the Dow and the S&P 500 to new highs early in the week as markets resumed the late Q4 rally.
Wealth Management
JANUARY 29, 2024
Doubling the number of auditors requires an adjustment in approach.
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
JANUARY 29, 2024
Much discussion of economics since the publication of Thomas Piketty’s book has indeed been influenced by his data and analytic framework.
Wealth Management
JANUARY 29, 2024
And why that’s important for RPAs and wealth advisors.
Advisor Perspectives
JANUARY 29, 2024
There’s a price to pay for all the generative AI tools that professionals are using to make themselves more efficient. It’s not just a subscription fee to OpenAI, Microsoft Corp. or some other AI company — it’s their privacy too.
Wealth Management
JANUARY 29, 2024
Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.
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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.
Carson Wealth
JANUARY 29, 2024
In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. This was due to the overriding worry that better data meant the Federal Reserve would hike rates and weak data meant it might cut. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends.
Wealth Management
JANUARY 29, 2024
Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.
NAIFA Advisor Today
JANUARY 29, 2024
Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy.
Wealth Management
JANUARY 29, 2024
The Inverse Cramer Tracker ETF (SJIM), a fund that aimed to short stocks recommended by the bombastic TV personality, managed to attract just $2.4 million in assets since its launch in March 2023.
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!
XY Planning Network
JANUARY 29, 2024
Here at XYPN Books , we have a slightly modified version of Benjamin Franklin’s timeless declaration: “In this world, nothing can be said to be certain, except taxes and questions about 1099s.” So true! And since keeping clean books that can survive any audit threat is our specialty, we’ve collected the most common 1099 questions fee-only advisors have had for us.
Wealth Management
JANUARY 29, 2024
The upward trend in demand is great news for the field, but lack of supply is a concern.
Calculated Risk
JANUARY 29, 2024
From the Las Vegas Visitor Authority: December 2023 Las Vegas Visitor Statistics Closing out the year with roughly 3.4M visitors in December, Las Vegas ended 2023 with annual visitation of 40.8M visitors, +5.2% ahead of 2022. As the convention/group segment strengthened over 2022, annual est. convention attendance neared 6.0M in 2023, roughly 20% ahead of 2022's 5.0M tally. 2023 annual hotel occupancy reached 83.5%, +4.3 pts YoY, as Weekend occupancy reached 90.7% (+1.4 pts YoY) while Midweek oc
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