Abnormal Returns

FEBRUARY 13, 2024

Private equity What does the research say about private equity performance? (morningstar.com) Why it's so hard to compare public and private investments. (caia.org) Fund management How should we assess 'pedigree' when it comes to investment managers? (investmentecosystem.com) Why hedge funds are happy with higher short term interest rates. (bloomberg.com) Quant stuff Researchers are now unleashing ChatGPT on stock selection models.

Accounting 278

Accounting Management Assets Investing 278

Calculated Risk

FEBRUARY 13, 2024

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined and is now up 3.6% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through January 2024. Services were up 5.0% YoY as of January 2024, unchanged from 5.0% YoY in December.

Food 119

Food 119

Abnormal Returns

FEBRUARY 13, 2024

Markets Why the Magnificent Seven are outperforming: earnings. (apolloacademy.com) Markets work: the case of lithium. (marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. (ofdollarsanddata.com) Per KKR ($KKR), family offices are set to boost their exposure to alternatives. (institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't.

Financial Advising 221

Financial Advising Startup Retail Media 221

A Wealth of Common Sense

FEBRUARY 13, 2024

There are now six stocks in the S&P 500 with trillion-dollar valuations: Microsoft ($3.1 trillion) Apple ($2.9 trillion) Nvidia ($1.8 trillion) Amazon ($1.8 trillion) Google ($1.9 trillion) Facebook ($1.2 trillion) The numbers are getting so big it’s almost hard to comprehend. Bank of America noted in a research piece last week that Nvidia by itself is now worth more than the entire Chinese stock market.

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Marketing Marketing Valuation Banking 113

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.

Accounting

Wealth Management

FEBRUARY 13, 2024

The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. The inclusion of a stock in an ETF can improve its underlying pricing, according to research featured in UCLA Anderson Review. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Assets 111

Wealth Management

FEBRUARY 13, 2024

The Investment Adviser Association is worried the potential rules would duplicate protections that already exist, according to the organization’s general counsel.

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Investing Investments 114

Advisor Perspectives

FEBRUARY 13, 2024

Once again, as we have argued several times before, if the Fed, once after having achieved its 2% target and remained at the target for several years, decides that a different target may be more effective for conducting monetary policy, they may decide to change the target.

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Wealth Management

FEBRUARY 13, 2024

The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.

Banking 107

Banking Assets 107

Trade Brains

FEBRUARY 13, 2024

Piercing Line Candlestick Pattern are an important tool of technical analysis to learn the price movement of securities.Among different types of candlestick patterns present, here we shall discuss the meaning, formation and trading strategies of the multiple candlestick pattern Piercing Line. Pattern formation helps traders identify the trend of security with a view to entry and exit opportunities to build valuable trading strategies.

Risk Management 105

Risk Management Management Banking Marketing 105

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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.

Banking

Wealth Management

FEBRUARY 13, 2024

The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry.

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Wealth Management Management 114

Calculated Risk

FEBRUARY 13, 2024

From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent in January on a seasonally adjusted basis, after rising 0.2 percent in December, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.1 percent before seasonal adjustment. The index for shelter continued to rise in January, increasing 0.6 percent and contributing over two thirds of the monthly all items increase.

Food 98

Food Medical Insurance 98

Wealth Management

FEBRUARY 13, 2024

What might make FSC for Advisors more compelling is the news that Attune WealthData powered by BridgeFT is now available on the Salesforce AppExchange.

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107

Discipline Funds

FEBRUARY 13, 2024

The January CPI came in much hotter than expected. Does this mean the 2024 rate cuts are off the table? Does it mean inflation is about to flare up again? Let’s take a closer look at what’s happening here and where inflation (and interest rates) might be headed this year. Headline inflation came in at 3.1% while core CPI came in at 3.9%.

Marketing 91

Marketing Marketing 91

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

Million Dollar Round Table (MDRT)

FEBRUARY 13, 2024

By Grant W. Hicks, CIM Do top financial advisors have better technology, products or services than average advisors? Likely, they don’t. The key fundamental difference for successful financial advisors is offering emotionally compelling advice to their clients. How many advisors communicate is uninspiring, offering clients financial plans that look like instruction manuals or, worse, spreadsheets.

Communication 89

Communication Clients Financial Advisor Financial Planning 89

Wealth Management

FEBRUARY 13, 2024

Vistria Group's Daniel Bryant has a new take on the converge of wealth and retirement and benefits at work.

Retirement 107

Retirement 107

The Irrelevant Investor

FEBRUARY 13, 2024

Today’s Animal Spirits is brought to you by Spear Funds: See here for more information on the Spear Alpha ETF On today’s show, we discuss: Mcdonalds earnings Yes, that Big Mac meal may cost $18 – but there’s one good reason for it Credit Bidenomics for rising US wages Maybe we’re thinking of the P/E ratio all wrong NVDA is now worth as much as the whole Chinese stock market David Einhorn on p.

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Marketing Marketing 75

Wealth Management

FEBRUARY 13, 2024

Three experts provide answers to some common questions regarding SECURE Act 2.0.

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114

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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.

Banking

Advisor Perspectives

FEBRUARY 13, 2024

The Consumer Price Index for Urban Consumers (CPI-U) released for January puts the year-over-year inflation rate at 3.09%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 8th straight month. However, inflation remains above the 10-year moving average which is now at 2.76%.

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Wealth Management

FEBRUARY 13, 2024

The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies.

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Advisor Perspectives

FEBRUARY 13, 2024

Headline inflation cooled in January while core inflation was flat. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 3.1% year-over-year while core CPI remained at 3.9%. Both readings came in higher than their respective forecasts.

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Wealth Management

FEBRUARY 13, 2024

HNW clients need to start thinking about moving their assets.

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Assets Clients 114

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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!

Accounting

Advisor Perspectives

FEBRUARY 13, 2024

The headline number for the NFIB Small Business Optimism Index fell to 89.9 in January, as small business owners remained pessimistic about future business conditions. The latest reading was worse than the forecast of 92.3 and marked the 25th straight month the index has been below the series average of 98.0.

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Numbers 64

Wealth Management

FEBRUARY 13, 2024

Robb Baldwin of TradePMR cautions M&A as a growth tactic.

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101

Random Roger's Retirement Planning

FEBRUARY 13, 2024

The catalyst for this post was a write up from Cliff Asness titled Why Not 100% Equities? It's a good quick read that got me thinking about focusing on longer term portfolio outcomes versus short term portfolio gratification. As I thought about where to go with this I thought of the Cockroach Portfolio. Here is a link to one of my posts in Aug 20222 where I took a stab at trying build it using exchange traded products.

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Portfolio Taxes Management Investing 66

Trade Brains

FEBRUARY 13, 2024

RVNL You see, most of the railway stocks turned out to be multibaggers due to the government’s emphasis on the railway industry. India has the fourth largest railway network in the world, behind only the US, Russia, and China. Indian Railways operates 13,523 passenger trains running at an average speed of 50.6 kmph and 9,146 freight trains running at an average speed of 24 kmph daily on its network.

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Commission Government Budgeting Transportation 59

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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.

Communication

Calculated Risk

FEBRUARY 13, 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.

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Advisor Perspectives

FEBRUARY 13, 2024

Municipal bonds posted negative total returns as the market reassessed macro expectations. Seasonal supply-and-demand dynamics were supportive, albeit less so than in prior years.

Marketing 52

Marketing Marketing 52

Calculated Risk

FEBRUARY 13, 2024

The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.5% in January. The 16% trimmed-mean Consumer Price Index increased 0.5%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".

Food 58

Food Banking 58