Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 209

Estate Planning Financial Planning Planning Wealth Management 209

Nerd's Eye View

OCTOBER 30, 2023

In addition, we've also updated our popular " Master Conference List " of all financial advisor conferences in 2024, both for advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

Financial Advisor 233

Financial Advisor Numbers Budgeting Financial Planning 233

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will job growth slow in 2024? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. million jobs in 2024.

Economy 116

Economy Manufacturing Economics Sales 116

The Irrelevant Investor

DECEMBER 30, 2023

The post 10 Predictions for 2024 appeared first on The Irrelevant Investor. Entertain and educate. Needless to say, but I have to say it anyway, nothing in this list is investment advice. I’m not doing anything with my portfolio based on t.

Education 128

Education Portfolio Investing Investments 128

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 210

Retirement Planning Compliance Startup Clients 210

Nerd's Eye View

DECEMBER 11, 2023

Which, thanks to the new rollouts in both California and Florida in 2024, will mean nearly half of all financial advisors who are IARs will need to fulfill the new IAR CE requirement in 2024… as once an advicer has half a dozen clients in any of the 17 states or the District of Columbia, they have to comply with the new IAR CE rules.

Financial Advisor 188

Financial Advisor Financial Advice Ethics Financial Planning 188

The Irrelevant Investor

JANUARY 2, 2024

Today’s Animal Spirits is brought to you by YCharts: See here for a webinar with our very own Nick Maggiulli on Transforming Data Into Dollars On today’s show, we discuss: 10 predictions for 2024 Where did Americans put their money this year? The post Animal Spirits: 2024 Predictions appeared first on The Irrelevant Investor.

Media 94

Media 94

Calculated Risk

OCTOBER 24, 2023

A few excerpts from a research note by Goldman Sachs economist Ronnie Walker: Higher for Longer and the 2024 Housing Outlook Sustained higher mortgage rates will have their most pronounced impact in 2024 on housing turnover. in 2024, as supply remains tight but high rates weigh on affordability.

Sales 104

Sales 104

Wealth Management

MARCH 4, 2024

Michael Batnick explores how investors can navigate the changing landscape of cash investments in 2024.

Investing 108

Investing Investments 108

Nerd's Eye View

APRIL 3, 2024

Looking forward, equity analysts predict earnings growth in 2024 of 11.5%, which stands in stark contrast to the Philly Fed's Survey of Professional Forecasters expectations of total GDP growth of 'just' 3.8%. Given that corporate profits have historically tracked GDP growth, this inconsistency creates an interesting enigma.

Economics 179

Economics Marketing Marketing Valuation 179

Advisor Perspectives

MARCH 22, 2024

The yield on the 10-year note ended March 22, 2024 at 4.22%, the 2-year note ended at 4.59%, and the 30-year at 4.39%.

108

108

Calculated Risk

APRIL 10, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2024 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels. year-over-year in March.

Marketing 108

Marketing Marketing Numbers 108

Wealthfront

JANUARY 25, 2024

In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor.

Planning 122

Planning Investing Investments Marketing 122

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 170

Insurance Numbers Clients Business Planning 170

Calculated Risk

MARCH 14, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-March 2024 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-March 2024 I reviewed home inventory, housing starts and sales.

Marketing 120

Marketing Marketing Sales 120

Calculated Risk

APRIL 12, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-April 2024 A brief excerpt: On Wednesday, in Part 1: Current State of the Housing Market; Overview for mid-April 2024 I reviewed home inventory, housing starts and sales.

Marketing 97

Marketing Marketing Sales 97

Calculated Risk

OCTOBER 16, 2023

Today, in the Calculated Risk Real Estate Newsletter: Preliminary 2024 Housing Forecasts A brief excerpt: Towards the end of each year, I collect some housing forecasts for the following year - and also provide my own outlook. 2) Everyone expects multi-family starts to be down sharply in 2024. There is much more in the article.

103

103

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 15, 2024 2.

Marketing 83

Marketing Marketing Taxes Economics 83

ModernAdvisor

APRIL 12, 2024

Results from the Bank of Canada’s Q4 Business Outlook Survey released in January showed that high interest rates continue to soften consumer demand, but firms […] The post Market Update – Q1 2024 appeared first on ModernAdvisor Blog.

Marketing 52

Marketing Marketing Banking Investing 52

Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. The Wall Street Journal, April 12, 2024 2.

Marketing 52

Marketing Marketing Taxes Economics 52

Wealth Management

MARCH 22, 2024

In 2024, client expectations have evolved with the rise of instant gratification fueled by technology.

Clients 109

Clients 109

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Keep reading to find out! Investment Rs.

Government 105

Government Transportation Planning Investing 105

Advisor Perspectives

APRIL 15, 2024

1 eNewsletter for financial advisors by the Erdos & Morgan “FAMOUS” Study (2019-2023), has announced its Venerated Voices™ awards for commentaries published in Q1 2024. Advisor Perspectives, a leading publisher also ranked as the No.

Financial Advisor 52

Financial Advisor 52

Alpha Architect

MARCH 1, 2024

DIY Trend-Following Allocations: March 2024 was originally published at Alpha Architect. Full exposure to international equities. Partial exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 88

Asset Allocation Assets 88

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. What will the participation rate be in December 2024? There are probably a few more people that will return to the workforce in 2024, pushing up the participation rate. Question #7 for 2024: How much will wages increase in 2024?

Economics 70

Economics Sales Investing Investments 70

Advisor Perspectives

APRIL 11, 2024

Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.

Marketing 52

Marketing Marketing 52

Calculated Risk

JANUARY 7, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Most FOMC participants expect around three 25 bp rate cuts in 2024. What will the Fed Funds rate be in December 2024? My guess is there will be around 5 rate cuts in 2024, and the first cut is likely in March.

Economics 73

Economics Sales Numbers Investing 73

Advisor Perspectives

FEBRUARY 5, 2024

But the trends that will emerge in 2024 and will shape the future, which advisory firms can prepare for now so that the strong, gusty winds of change will howl at their backs instead of in their faces. I'm going to predict the future. Not the coming year. Not the markets.

Marketing 116

Marketing Marketing 116

Advisor Perspectives

APRIL 9, 2024

Seven of the eight indexes on our world watch list have posted gains through April 8, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 17.58%. s S&P 500 finished in second with a YTD gain of 9.69% while Germany's DAXK finished in third with a YTD gain of 8.87%.

Marketing 59

Marketing Marketing 59

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 80

Marketing Marketing Economics Taxes 80

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

Marketing 74

Marketing Marketing Insurance Taxes 74

Alpha Architect

APRIL 9, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: April 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. range in Q4 2024. What will the unemployment rate be in December 2024? Here are the Ten Economic Questions for 2024 and a few predictions: • Question #4 for 2024: What will the participation rate be in December 2024?

Economics 67

Economics Sales Investing Investments 67

Financial Symmetry

JANUARY 1, 2024

For 2024, there are several material contribution limit increases across retirement accounts. Also, pay raises often present an easy opportunity to increase … Continued The post 2024 Contribution Limits appeared first on Financial Symmetry, Inc.

Retirement 64

Retirement Accounting Investing Investments 64

Calculated Risk

JANUARY 8, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. range in Q4 2024. Will the core inflation rate decrease further in 2024, and what will the YoY core inflation rate be in December 2024? by Q4 2024. Question #7 for 2024: How much will wages increase in 2024?

Economics 70

Economics Food Sales Investing 70

A Wealth of Common Sense

DECEMBER 28, 2023

Here are 10 questions I’m contemplating heading into 2024: 1. I have more questions than answers because predicting the future is hard. What’s something people are generally certain about that will be proven wrong?

Marketing 86

Marketing Marketing 86

Alpha Architect

FEBRUARY 6, 2024

Global Factor Performance: February 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 79

Asset Allocation Assets Investing Investments 79