Retail Investors Won on Fees But Are Losing on Risk
Wealth Management
SEPTEMBER 24, 2024
Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.
Tue.Sep 24, 2024
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Research links: making things riskier
Abnormal Returns
SEPTEMBER 24, 2024
Statistics Comparing the Sharpe and Sortino ratios. (caia.org) Correlations, 101. (clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. (alphaarchitect.com) What investors get wrong about high quality stocks. (caia.org) You don't need individual securities to get the benefits of tax loss harvesting. (advisorperspectives.com) A review of historical private equity performance.
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Good Estate Planning Never Goes Out of Style
Wealth Management
SEPTEMBER 24, 2024
Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.
Tuesday links: investment long shots
Abnormal Returns
SEPTEMBER 24, 2024
Strategy Investors have won the war on fees. Then there's risk. (wealthmanagement.com) The shorter the time horizon, the more that has to go right. (behaviouralinvestment.com) Why it's hard to be a real contrarian. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT). (etf.com) Is MicroStrategy ($MSTR) any good at timing Bitcoin purchases?
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
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
Stifel, Invesco Among 11 Firms Paying $88M To Settle SEC Off-Channel Communications Violations
Wealth Management
SEPTEMBER 24, 2024
According to SEC Enforcement Director Gurbir Grewal, Qatalyst Partners did not have to pay a monetary penalty because it self-reported the results of its investigation.
Case-Shiller: National House Price Index Up 5.0% year-over-year in July
Calculated Risk
SEPTEMBER 24, 2024
S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index All-Time Highs Continue in July 2024 The S&P CoreLogic Case-Shiller U.S.
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A few comments on the Seasonal Pattern for House Prices
Calculated Risk
SEPTEMBER 24, 2024
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Altruist Adds Digital Fixed Income Trading to Platform
Wealth Management
SEPTEMBER 24, 2024
The RIA custodian partnered with fixed income tech startup Moment to power the new features.
Case-Shiller: National House Price Index Up 5.0% year-over-year in July; Over last 3 months, FHFA Index has increased at a 0.7% Annual Rate
Calculated Risk
SEPTEMBER 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.0% year-over-year in July Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). July closing prices include some contracts signed in March, so there is a significant lag to this data.
12 Investment Must Reads for This Week (Sept. 24, 2024)
Wealth Management
SEPTEMBER 24, 2024
ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters. These are among the investment must reads we found this week for wealth advisors.
Book of Secrets on the Month-End Close
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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.
Wednesday: New Home Sales
Calculated Risk
SEPTEMBER 24, 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 10:00 AM: New Home Sales for August from the Census Bureau. The consensus is for 700 thousand SAAR, down from 739 thousand in July.
Mercer Hires New Chief People Officer
Wealth Management
SEPTEMBER 24, 2024
Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.
The Middle Class: Feelings vs. Finances
A Wealth of Common Sense
SEPTEMBER 24, 2024
Gallup has a poll that asks Americans what income strata they belong in. The results are relatively stable over the past 20+ years: Most people say middle class while very few people think they are upper class. The Pew Research Center has a new tool that allows you to enter your income and see where it is you fit both nationally and locally. Their numbers show the Gallup poll is right on the money as far as middle-class.
Mercer Advisors Hires New Chief People Officer
Wealth Management
SEPTEMBER 24, 2024
Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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?
Demand Is High for Annuities as Client Needs for Guaranteed Retirement Income Grow
Advisor Perspectives
SEPTEMBER 24, 2024
MassMutual Head of Annuity Distribution Matt DiGangi recently sat down with VettaFi to discuss the increasing demand he is seeing for annuities, and how MassMutual has sought to meet client investor needs.
Summit Financial Stakes 2 RIAs With $470M in Assets
Wealth Management
SEPTEMBER 24, 2024
The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management.
Overcome client decision paralysis: Make complex financial topics simple
Million Dollar Round Table (MDRT)
SEPTEMBER 24, 2024
By Bryce Sanders If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick none, meaning there is no sale. To overcome this, simplify the process for clients. How it works Suppose a prospect came to you and said, “I sold my house, and I need income.
Kingswood Acquires $1B Eudaimonia Group
Wealth Management
SEPTEMBER 24, 2024
The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform.
Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100
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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.
Talk Your Book: Opportunities in Commercial Real Estate
A Wealth of Common Sense
SEPTEMBER 24, 2024
Today’s Talk Your Book is sponsored by Benefit Street Partners: On today’s show, we spoke with Richard Byrne, President of Benefit Street Partners to discuss private real estate debt investing. On today’s show, we discuss: An update on the commercial real estate crisis Price discovery of office buildings within commercial real estate How interest rates affect private debt deals What separates one asse.
Revolut Takes On Robinhood, EToro With Own Retail Wealth App
Wealth Management
SEPTEMBER 24, 2024
Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.
Consumer Confidence Falls in September
Advisor Perspectives
SEPTEMBER 24, 2024
The Conference Board's Consumer Confidence Index® fell in September after notching a six-month high in August. The index declined to 98.7 this month from August's upwardly revised 105.6. This month's reading was worse than expected, falling short of the 103.9 forecast.
The Commercial-Property Market Is Coming Back to Life
Wealth Management
SEPTEMBER 24, 2024
There’s still a level of uncertainty lingering in the industry, causing some investors to remain cautious about jumping in too early.
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
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.
These Six Influential Colors Can Make or Break Your Business
Advisor Perspectives
SEPTEMBER 24, 2024
The ability of color to persuade has long been a focal point of research. In the late 1970s, researchers from the University of California at Berkeley conducted a study within the California prison system. Prison guards were asked to curl dumbbell weights. The subjects did as many repetitions as possible.
Avoiding ‘Spaving’ and Stay On Track with Your Financial Goals
MainStreet Financial Planning
SEPTEMBER 24, 2024
What is Spaving? I got home from my weekly grocery shopping trip and my daughter asks me in that “all knowing teenager” look “Mom, why did you buy 2 cantaloupes when it’s just us?” At the time, it seemed like a great deal; It was summer, and I know how much she loves this fruit. The store was having a sale, “buy one get a second one half off”, so I was happy to scoop up a second one to have for the week.
Stop Building Relationships to Make the Sale
Advisor Perspectives
SEPTEMBER 24, 2024
The truth is, relationship-building and trust-building are mutually exclusive, like two parallel planes that don’t intersect.
How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225
Financial Symmetry
SEPTEMBER 24, 2024
Retirement, a phase many of us anticipate for a long time, comes with its own set of financial intricacies. Specifically, how do you effectively withdraw funds from your savings to ensure a comfortable, sustainable, and tax-efficient lifestyle? A well-crafted retirement … Continued The post How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225 appeared first on Financial Symmetry, Inc.
Fall In Love With the Month-End Close
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
The Federal Reserve Agreed With Markets but Tried to Change the Narrative
Advisor Perspectives
SEPTEMBER 24, 2024
After more than six months of indicating that it lacked conviction regarding the path of inflation, the Federal Reserve (Fed) seems to have gotten a conviction boost so large that it pushed it to lower the federal funds rate by 50 basis points at the September Federal Open Market Committee (FOMC) meeting.
Building an Authentic Brand Around His Personal Passion of Being an “Everyday Explorer” with Josh Self
Steve Sanduski
SEPTEMBER 24, 2024
Guest: Josh Self , CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted to attract other like-minded outdoor enthusiasts so his website and podcast are 100% geared toward that specific demographic.
Secure Your Digital Life by Using Multiple Email Accounts
Advisor Perspectives
SEPTEMBER 24, 2024
In today’s fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it’s essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.
Trinity Financial Partners Hits Growth Milestone with SEI
SEI
SEPTEMBER 24, 2024
Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth
The Future Of Finance: How To Manage Spend The Right Way
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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