AdvicePay

SEPTEMBER 14, 2023

Selecting the right billing and payment solution for your firm is crucial. Seriously, this decision can make or break your efficiency, client satisfaction, and overall success. So, as you’re going through the process of evaluating different solutions, it’s absolutely paramount to make an informed decision and ask the right questions. You don’t want to risk any inefficiencies, a subpar client experience, or even getting kicked off the platform you’re currently using.

Financial Advisor 59

Financial Advisor Clients 59

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets.

Engineering 322

Engineering Management Portfolio Assets 322

Abnormal Returns

SEPTEMBER 10, 2023

Also on the site Public predictions are exhausting. (abnormalreturns.com) Top clicks this week How investors should re-think about their bond allocations. (awealthofcommonsense.com) What investors get wrong about the 'Yale Model.' (capitalallocators.com) How investors should think about their bond allocations. (blog.validea.com) How an inverted yield curve affects stock and bond market returns.

Wealth Management 287

Wealth Management Retirement Management Investing 287

Nerd's Eye View

SEPTEMBER 13, 2023

For many financial advisors, encouraging new prospects to "think it over" at the end of an initial meeting can seem like a gentle way to offer the prospect space to decide whether the relationship will be right for them, while at the same time, keeping the advisor from feeling that they may be coming across too aggressively by making an immediate sales pitch.

Financial Planning 244

Financial Planning Sales Planning Financial Advisor 244

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

The Reformed Broker

SEPTEMBER 15, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Rob Arnott, and Downtown Josh Brown discuss lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Marketing 177

Marketing Marketing Valuation Economy 177

Abnormal Returns

SEPTEMBER 14, 2023

Markets TIPS are on sale. (morningstar.com) The rise in real interest rates is stunning. (econbrowser.com) Daily options volume is soaring as traders go whole hog. (wsj.com) Strategy Bull markets have four distinct stages. (ritholtz.com) On the power of keeping an investing journal. (rationalwalk.com) What the life of Napoleon can teach us about investing.

Financial Advising 276

Financial Advising Advertising Economy Valuation 276

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals. Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current

Financial Planner 239

Financial Planner Retirement Retirement Planning Advertising 239

The Reformed Broker

SEPTEMBER 9, 2023

Hey everyone, preparations have been full speed ahead for this coming week’s Future Proof aka the World’s Largest Wealth Festival. We’re at 3,000 attendees, a big leap from last year’s inaugural event which clocked in at around 1700 and change. But we’re ready. Our footprint is physically about 50% larger than last year’s and we’re staffed up to accommodate the crowds.

161

161

The Big Picture

SEPTEMBER 15, 2023

My end-of-week morning train WFH reads: • Hip-hop stars and financial luminaries: Ritholtz Wealth Management redesigns the investment conference : Roughly 3,000 attendees are gathered to hear hip-hop legends Method Man and Redman, and financial headliners like Jeremy Siegel, Jeff Kleintop, Emily Roland, Cliff Asness, Jeff Gundlach and Jan van Eck. Plus there’s dancing, swimming, surfing, yoga, pizza and sushi and beer and wine sessions.

Wealth Management 258

Wealth Management Management Government Investing 258

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

Abnormal Returns

SEPTEMBER 12, 2023

Macro stuff It's hard building macro models given all the data revisions. (mrzepczynski.blogspot.com) Why revisions to price indices can be large. (libertystreeteconomics.newyorkfed.org) Fixed income A look at bond market returns during a yield curve inversion. (thinkadvisor.com) There are different ways to measure fixed income factors. (insights.finominal.com) Liquid alts How to replicate managed futures funds.

Management 276

Management Marketing Marketing 276

Nerd's Eye View

SEPTEMBER 11, 2023

When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing ongoing services (e.g., annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well.

Financial Planning 234

Financial Planning Planning Recruitment Clients 234

Alpha Architect

SEPTEMBER 12, 2023

Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

CFP 135

CFP Certification Investing Investments 135

The Big Picture

SEPTEMBER 12, 2023

The transcript from this week’s, MiB: Jon McAuliffe, the Voleon Group , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Jon McAuliffe appeared first on The Big Picture.

246

246

Advertisement

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

Abnormal Returns

SEPTEMBER 10, 2023

Markets How is corporate America maintaining high profit margins? (tker.co) The performance of the big tech stocks is a historical anomaly. (awealthofcommonsense.com) Apple Horace Dediu, "The iPhone customer is 7.4 times more valuable than the Android customer." (asymco.com) Apple ($AAPL) had to be dragged kicking and screaming to the USB-C for the iPhone.

Startup 275

Startup Financial Advising Taxes Economy 275

Nerd's Eye View

SEPTEMBER 12, 2023

Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count. What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporti

Financial Advisor 232

Financial Advisor Investing Investments Financial Advice 232

Alpha Architect

SEPTEMBER 11, 2023

Trend follower nerd alert: This study is important because it offers a comprehensive analysis of TS momentum strategies, its unifying framework that links performance to underlying variables, and its practical implications for investors seeking to enhance their understanding of momentum investing and improve their portfolio performance. Trend Following and Momentum Turning Points was originally published at Alpha Architect.

Portfolio 132

Portfolio Investing Investments 132

The Big Picture

SEPTEMBER 13, 2023

This year, we lost one of Wall Street’s brightest lights. Beginning in 1974, and over the next 50 years of investing, Laszlo Birinyi closely watched the markets. He was one of the market’s most insightful observers and served clients with great distinction. He was a Truth-teller, especially about how people allowed financial Media to affect their emotions, and was unusually frank about his fellow strategists and Wall Street salespeople.

Media 218

Media Clients Investing Investments 218

Advertisement

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Abnormal Returns

SEPTEMBER 15, 2023

Markets When network effects reverse, look out. (flyoverstocks.com) AI is rapidly working its way through the hype cycle. (youngmoney.co) Strategy The case for TIPS at today's levels. (morningstar.com) What is still relevant in Benjamin Graham's "The Intelligent Investor." (monevator.com) Diamonds are a lot less attractive when you can simply manufacture more.

Investing 263

Investing Investments Financial Advising Manufacturing 263

The Irrelevant Investor

SEPTEMBER 14, 2023

“I just have to say thank you. I’ve been in this business a long time. I’ve worked with a lot of people. You’re the first person who never lied to me.” I smiled as I felt the ball in the back of my throat swell up, fought back a tear, and gave my partner Jonathan Novy a hug. That experience took place at FutureProof, the best financial conference I’ve ever been to.

121

121

Wealth Management

SEPTEMBER 14, 2023

Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.

Assets 124

Assets 124

The Big Picture

SEPTEMBER 12, 2023

The 50 Most Valuable Companies in the World in 2023 The post Most Valuable Companies appeared first on The Big Picture.

Valuation 250

Valuation 250

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

Abnormal Returns

SEPTEMBER 14, 2023

Books An excerpt from "Writing for Busy Readers" by Todd Rogers and Jessica Lasky-Fink (behavioralscientist.org) An except from “Build the Life You Want: The Art and Science of Getting Happier” by Arthur C. Brooks and Oprah Winfrey. (wsj.com) A Q&A with Jennifer Breheny Wallace author of "Never Enough: When Achievement Culture Becomes Toxic - What We Can Do About It.

263

263

Advisor Perspectives

SEPTEMBER 15, 2023

The consensus is wrong, and the Fed has not engineered a “soft landing.” A recession is all but certain in the first half of next year, according to Jeffrey Gundlach.

Engineering 119

Engineering 119

Wealth Management

SEPTEMBER 9, 2023

Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.

Clients 122

Clients 122

The Big Picture

SEPTEMBER 14, 2023

I made it back home from California late last night after a long day of travel and an exhausting but absolutely exhilarating week. Following the breakout success of Future Proof 2022, this year’s event was even bigger and better — almost 3,000 attendees and nearly 200 sponsors. Everything about this year was next level — the audience, the sponsors, the bands, it was amazing!

Wealth Management 144

Wealth Management Risk Management Management Taxes 144

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Abnormal Returns

SEPTEMBER 15, 2023

The biz Patrick O'Shaughnessy talks with David Senra about his passion for founders and podcasts. (joincolossus.com) The Economist is adding a paid podcast tier. (axios.com) How to keep your voice is good shape. (washingtonpost.com) Economy Jim O'Shaughnessy talks with Dror Poleg about AI and the future of work. (infiniteloopspodcast.com) Cardiff Garcia talks with economist Angus Deaton author of the forthcoming book "Economics in America: An Immigrant Economist Explore the Land of Inequality.

Medicine 260

Medicine Economy Banking Economics 260

Calculated Risk

SEPTEMBER 15, 2023

From the Fed: Industrial Production and Capacity Utilization Industrial production increased 0.4 percent in August , and manufacturing output inched up 0.1 percent. The August reading for manufacturing was held back by a drop of 5 percent in the output of motor vehicles and parts; factory output elsewhere rose 0.6 percent. The index for mining moved up 1.4 percent, and the index for utilities climbed 0.9 percent.

Manufacturing 120

Manufacturing 120

Wealth Management

SEPTEMBER 14, 2023

Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.

Investment Advisor 124

Investment Advisor Sales Management Investing 124