Abnormal Returns
APRIL 2, 2024
Markets The VIX and credit spreads are both near multi-year lows. (entrylevel.topdowncharts.com) Everybody loves gold. (barrons.com) Companies GE's ($GE) split into three companies is now complete. (axios.com) Tesla's ($TSLA) inventory numbers are on the rise. (finance.yahoo.com) Sports Silver Lake is taking Endeavor ($EDR) private. (variety.com) Liberty Media ($FWONK) is taking control of MotoGP.
Nerd's Eye View
APRIL 2, 2024
Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep fascination with technology and i
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Abnormal Returns
APRIL 2, 2024
Lists Cullen Roche's top ten pet peeves including 'Passive investing will destroy the world.' (disciplinefunds.com) 11 things that don't make sense to Cliff Asness including 'We believe even modest amounts of leverage is risky…but large concentrated bets like being 100% in equities are just peachy keen.' (aqr.com) Active management If passive investing is bad for market efficiency, why aren't active managers cleaning up?
A Wealth of Common Sense
APRIL 2, 2024
Millennials around my age group graduated into the teeth of the Great Financial Crisis. The labor market stunk and not just for a short while. The unemployment rate in America averaged nearly 7% from 2006 through the end of 2015: It was hard for young people to find work. And if you did find a job it probably wasn’t something you actually wanted to do.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Calculated Risk
APRIL 2, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.8 million on the last business day of February , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations were little changed at 5.8 million and 5.6 million, respectively. Within separations, quits (3.5 million) and layoffs and discharges (1.7 million) changed little. emphasis added The following graph shows job openings (black line), hires (da
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
APRIL 2, 2024
Wards Auto released their estimate of light vehicle sales for February: Affordability Front-and-Center in March U.S. Light-Vehicle Sales Gain (pay site). Combined market share of non-luxury small cars and small and midsize CUVs increased to 42.1% in March from same-month-2023’s 36.5%. Thanks to that boost, total deliveries in March increased year-over-year despite a decline in sales of all pickups, SUVs, vans, midsize cars and luxury-priced cars.
Wealth Management
APRIL 2, 2024
The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away.
The Irrelevant Investor
APRIL 2, 2024
Today’s Animal Spirits is brought to you by YCharts and KraneShares: See here for YCharts’ blog on improving client retention with proposals & reports See here and here for our discussion with KraneShares discussing China and KraneShares full China Internet ETF suite See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: The psychologist who turned the investing.
Wealth Management
APRIL 2, 2024
The "Father of Fiduciary" Don Trone shares why the fiduciary framework should no longer be the cornerstone of the financial services profession.
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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.
Million Dollar Round Table (MDRT)
APRIL 2, 2024
By Sherry Lee Ong When your client is signing their application form, quickly take a photo of them. Have it printed and attach it to their policy. Include this note: “Today, [today’s date], I have made an important decision to take care of the future of my spouse and kids. I trust that my agent, and their company, will fulfill their promise.” In this way, you set your policy contract apart from all other contracts, because it has a deeper visual reminder of what life insurance all about.
Wealth Management
APRIL 2, 2024
Vincita Investment Partners is the latest firm to join Sanctuary’s “partnered independence” model.
Random Roger's Retirement Planning
APRIL 2, 2024
Northwestern Mutual published a report about the state of retirement and of course all the numbers are grim. You can read about at Yahoo and Bloomberg. Their survey says that Americans believe they will need $1.46 million to retire, up about 50% from 2020, while the average retirement account balance is $88,000. Bloomberg had a generational breakdown of balances and for Gen-X the average was $108,000 and for Baby Boomers it was $120,000.
Wealth Management
APRIL 2, 2024
The acquisition expands iCapital’s data management and reporting capabilities.
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.
Calculated Risk
APRIL 2, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in February; Up 5.9% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 5.9% in February , down from up 6.2% YoY in January. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023.
Wealth Management
APRIL 2, 2024
Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.
Advisor Perspectives
APRIL 2, 2024
Based on the March S&P 500 average of daily closes, the Crestmont P/E of 37.2 is 148% above its arithmetic mean, 170% above its geometric mean, and is at the 99th percentile of this 14-plus-decade series.
Wealth Management
APRIL 2, 2024
Oil, gas and energy ETFs posted the best returns over the last three years.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Calculated Risk
APRIL 2, 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 8:15 AM, The ADP Employment Report for March. This report is for private payrolls only (no government). The consensus is for 155,000 payroll jobs added in March, up from 140,000 added in February. • At 10:00 AM, the ISM Services Index for March.
Wealth Management
APRIL 2, 2024
The influence of active management on Morningstar’s Style Box.
Trade Brains
APRIL 2, 2024
Bearish Homing Pigeon Pattern: Market participants rely on technical analysis to speculate and predict the short-term movement in the stock price. Technical analysis consists of multiple methods to analyze the market. Candlesticks pattern is one of the methods under technical analysis which is used to predict the movement in the stock prices. In this article on the Bearish Homing Pigeon Pattern, we will try to understand trading strategies with its formation, trends, and examples.
Validea
APRIL 2, 2024
Twin Momentum is a unique investing approach that combines two powerful momentum factors to identify stocks with strong potential for outperformance. Validea’s Twin Momentum strategy is based on the research paper “Twin Momentum” by Dashan Huang, Huacheng Zhang, Guofu Zhou, and Yingzi Zhu, which explores the effectiveness of combining price momentum and fundamental momentum in stock selection.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Wealth Management
APRIL 2, 2024
Bonds may help investors reduce their tax burden.
Indigo Marketing Agency
APRIL 2, 2024
Indigo Marketing Agency has announced the release of new tiers to their legacy Total Marketing Package tailored for financial advisors. The release offers a tiered pricing system that gives advisors added scalability and control over their communication and brand. Indigo Marketing Agency gives financial advisors additional tools to enhance their web presence, connect with more clients, and develop a solid lead generation pipeline.
Wealth Management
APRIL 2, 2024
Monday, April 29, 2024 | 1:00 PM Eastern Daylight Time
Indigo Marketing Agency
APRIL 2, 2024
Just like a Swiss Army knife preps you to be ready for anything, email marketing equips financial advisors with the means to nurture leads, educate clients, and build lasting relationships…all with the click of a button. Today, we can take advantage of email tools that make digital marketing for financial advisors 99% less work, making it a set-it-and-forget-it strategy you can kick-start once and profit from forever.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Wealth Management
APRIL 2, 2024
It almost always pays to be positive.
Advisor Perspectives
APRIL 2, 2024
Gas prices were little changed from last week. As of April 1st, the prices of regular gas fell 1 cent while the price of premium gas rose 1 cent from the previous week. The WTIC end-of-day spot price for crude oil closed at $83.71, up 2.1% from last week.
Steve Sanduski
APRIL 2, 2024
Guests: Dr. Vinay Nair , the Founder and CEO of TIFIN , a fintech platform that drives personalization for wealth using AI and investment intelligence. In a Nutshell: When someone tells you, “This time it’s different!” you usually have to steel yourself against a shady sales pitch. AI is proving to be an exception to that rule. The possibilities for practical AI business applications have already evolved far beyond ChatGPT-style bots and blog drafts.
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