Abnormal Returns
MARCH 5, 2024
Markets Industrials are leading. (allstarcharts.com) Congratulations, goldbugs. (seeitmarket.com) Strategy Being right is more important than being first. (microcapclub.com) Being fearful is no way to invest. (dariusforoux.com) Why you should write more. (investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. (wsj.com) Microstrategy ($MSTR) is trading at a big premium to its Bitcoin holdings.
Nerd's Eye View
MARCH 5, 2024
Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. What's unique about Rob, though, is how he's systematized his meeting process, from his meeting prep down to a standardized agenda flow that allows him to dig into client-specific details while also main
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Abnormal Returns
MARCH 5, 2024
Crypto A little Bitcoin goes a long way in a portfolio perspective. (quantpedia.com) How to use factors to build a crypto portfolio. (sparklinecapital.com) Options How retail traders use options. (papers.ssrn.com) A video on the Black-Scholes options pricing model. (marginalrevolution.com) Alts How fundraising affects PE fund decision making. (papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals.
Wealth Management
MARCH 5, 2024
Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities. These are among the investment must reads we found this week for wealth advisors.
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.
A Wealth of Common Sense
MARCH 5, 2024
I was a late bloomer when it came to becoming interested in the markets. I wasn’t one of these wunderkinds reading Barron’s every weekend and picking stocks when I was young. I knew literally nothing about the financial markets until my senior year in college when I got an internship in sell-side research. When I got a real job in the industry after graduation I didn’t have any practical investment expe.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MARCH 5, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts’ new feature and get 20% off your initial YCharts subscription for new customers only! On today’s show, we discuss: How Bitcoin eats the equity market (via MicroStrategy) Is your 401k destroying capitalism? Auto insurance spike hampers the inflation fight The consumer is in good shape It’s me, hi, I’m the problem.
Wealth Management
MARCH 5, 2024
Mercer's acquisition of the $2.5 billion firm MDK Private Wealth Management will boost Mercer’s presence in the Pacific Northwest (particularly in Seattle).
Million Dollar Round Table (MDRT)
MARCH 5, 2024
By Marlon V.T. De Leon, LUTCF If we assume nothing has changed for financial advisors and their clients in the past few years, we’ll all be disappointed. The world of finance is evolving rapidly, and high-net-worth (HNW) clients are not looking for the best salespeople. They want something more. This change is influenced by clients’ unique experiences, including the disruptions caused by the last few years.
Wealth Management
MARCH 5, 2024
The bank’s Private Markets Transaction Desk will assist Morgan Stanley Wealth Management clients seeking to invest in the highly-fragmented and opaque market for private shares.
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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.
Advisor Perspectives
MARCH 5, 2024
Gas prices jumped to their highest level since November this past week. As of March 4th, the prices of regular and premium gas each increased 10 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $78.74, up 1.5% from last week.
Wealth Management
MARCH 5, 2024
Use of interval funds, BDCs, non-traded REITs and tender offer funds by the wealth channel has significantly increased in the past decade.
Calculated Risk
MARCH 5, 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 February. This report is for private payrolls only (no government). The consensus is for 150,000 payroll jobs added in February, up from 107,000 added in January. • At 10:00 AM, Job Openings and Labor Turnover Survey for January from
Wealth Management
MARCH 5, 2024
A New Hampshire team with $350 million in assets is joining Raymond James' employee advisor channel from Morgan Stanley.
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
MARCH 5, 2024
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.4% Below Peak Excerpt: It has been over 17 years since the bubble peak. In the December Case-Shiller house price index released last week, the seasonally adjusted National Index (SA), was reported as being 70% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 10% above the bubble peak (and historically there has been an upward slope to real house prices).
Wealth Management
MARCH 5, 2024
Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.
Advisor Perspectives
MARCH 5, 2024
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 29, it was 4.25%.
Wealth Management
MARCH 5, 2024
MAI and Beacon Pointe enter new regional markets, while Perigon completes deals in New York and Michigan.
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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.
Advisor Perspectives
MARCH 5, 2024
The Institute of Supply Management (ISM) has released its February services purchasing managers' index (PMI). The headline composite index is at 52.6, falling short of the 53.0 forecast. The latest reading marks the 14th straight month the index has been expansion territory.
Wealth Management
MARCH 5, 2024
But for now, the law remains in effect for everyone except the plaintiffs in this case.
Trade Brains
MARCH 5, 2024
Gravestone Doji Pattern : Candlestick patterns are the key technical tool for traders to understand price movements. The patterns formed on candlestick charts over a given time frame offer potential views on trend reversals, continuations, or indecision in the market. In this article, we will delve into the Gravestone Doji, exploring its meaning, characteristics, and strategies with the example of charts.
Wealth Management
MARCH 5, 2024
CoFi Advisors is hoping to grow through Integrated’s CPA partnerships.
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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!
Advisor Perspectives
MARCH 5, 2024
With the Q4 GDP second estimate and the February close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 165.7%, down from 167.3% the previous quarter.
Wealth Management
MARCH 5, 2024
Mark Casady’s venture capital firm, Vestigo Ventures, has invested in Foundation Source.
Advisor Perspectives
MARCH 5, 2024
The February U.S. services purchasing managers' index (PMI) conducted by S&P Global came in at 52.3, surpassing the 51.3 forecast. The latest reading keeps the index in expansion territory for the 13th straight month.
Wealth Management
MARCH 5, 2024
Dollar-cost averaging is an inferior investment strategy.
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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.
Advisor Perspectives
MARCH 5, 2024
Breaking away from wirehouses has never been easy. But the leap of faith to independence demands a lot more work for advisors than it did even a few years ago.
Fortune Financial
MARCH 5, 2024
Small business owners are always on the lookout for strategies to not just survive but thrive in Kansas City. One powerful tool that might not be on every entrepreneur’s radar — but definitely should be — is a 401k plan. Aside from just being a retirement savings option, a 401k for small business owners can be a game-changer that offers benefits extending well beyond your future financial security and that of your employees.
Harness Wealth
MARCH 5, 2024
At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. Today, we’re proud to enter a new era. We’re excited to announce that we have raised $17 million in an oversubscribed round from key new and existing investors, including Three Fish Capital , Jackson Square Ventures , and Northwestern Mutual Ventures.
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