Wealth Management

SEPTEMBER 15, 2023

Orion Advisor Solutions, Intention.ly and Morningstar announced new AI-powered tools at the Future Proof conference.

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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 306

Manufacturing 306

Wealth Management

SEPTEMBER 15, 2023

The IAA is urging the SEC to change its "small business" definition to be based on employee headcount instead of assets under management.

Assets 306

Assets Management 306

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.

Investments 261

Investments Investing Financial Advising Manufacturing 261

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Clients

Wealth Management

SEPTEMBER 15, 2023

Tuesday, October 10, 2023 | 2:00 PM ET

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290

The Big Picture

SEPTEMBER 15, 2023

Join us for a thought-provoking live podcast event from IEX Exchange’s “Boxes and Lines” podcast hosted by Ronan Ryan and John Ramsay, as they take on the latest trends, innovations, and technologies shaping e-commerce and web3 This week’s edition: Me ! Barry Ritholtz On Poking Holes in the Financial Status Quo: The Myths of Inflation, and Having the Patience to Get Rich Slowly Here is their description: Barry Ritholtz, CIO of Ritholtz Wealth Management, and host of the popular Bloomberg p

Wealth Management 260

Wealth Management Media Financial Market Management 260

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 259

Medicine Banking Economy Economics 259

Wealth Management

SEPTEMBER 15, 2023

Despite touting the fast growth of ESG investing in June, the cuts at Morningstar's Sustainanalytics could amount to a loss of over 200 jobs.

Investments 289

Investments Investing 289

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 246

Financial Planner Retirement Retirement Planning Advertising 246

Wealth Management

SEPTEMBER 15, 2023

In a flash poll conducted by WealthManagement.com, a number of Avantax advisors—weary of yet another ownership change and leadership turmoil—said the acquisition by Cetera makes them more likely to consider changing firms; a smaller group expects improvements from the new owner's scale and stability.

Numbers 278

Numbers 278

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

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

Wealth Management

SEPTEMBER 15, 2023

Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.

Distribution 278

Distribution Numbers Marketing Marketing 278

Calculated Risk

SEPTEMBER 15, 2023

From BofA: Overall, the data flow since our last report pushed our 3Q US GDP tracking down two-tenths to 2.9% q/q saar and 2Q is down two-tenths as well to 2.3%. [Sept 15th estimate] emphasis added From Goldman: We boosted our Q3 GDP tracking estimate by one tenth to +3.2% (qoq ar) and our domestic final sales growth forecast by the same amount to +2.9%.

Government 147

Government Sales Investments Investing 147

Wealth Management

SEPTEMBER 15, 2023

Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning.

Charitable Planning 261

Charitable Planning Financial Advisor Clients Planning 261

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Calculated Risk

SEPTEMBER 15, 2023

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in August A brief excerpt: Note: The National Association of Realtors (NAR) is scheduled to release August existing home sales next week on Thursday, September 21st, at 10:00 AM ET. The consensus is the NAR will report sales of 4.10 million SAAR, up from 4.07 million in July.

Marketing 147

Marketing Marketing Sales 147

Wealth Management

SEPTEMBER 15, 2023

Andres Mazabel details Trust & Will's mission to make estate planning simple, affordable and accessible to everyone.

Estate Planning 200

Estate Planning Planning 200

A Wealth of Common Sense

SEPTEMBER 15, 2023

As someone who lives in the relatively inexpensive Midwest, I’ve always wondered how so many people could afford living in California. After visiting the Golden State a number of times over the past decade or I can see why people are willing to pay up. The weather is amazing. Great beaches. And the views are spectacular. Here’s a look from a rooftop bar this past week at Future Proof: As I was taking an Uber.

Numbers 122

Numbers 122

Wealth Management

SEPTEMBER 15, 2023

Firmwide new money “has been temporarily impacted by asset attrition from clients originating at Ameritrade,” according to Chief Financial Officer Peter Crawford.

Clients 162

Clients Assets 162

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

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 15, 2023

A new documentary pays homage to an author who brought wit, sympathy and understanding to a field that’s changed how we invest today.

Investments 147

Investments Investing 147

Alpha Architect

SEPTEMBER 15, 2023

The continued popularity of sustainable strategies could create sufficient cash flows to offset the risk premium in the lower-scoring stocks, at least until an equilibrium is reached. The Role of ESG in Equity Returns Across Private, Primary, and Secondary Markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Marketing 109

Marketing Marketing 109

Trade Brains

SEPTEMBER 15, 2023

Fundamental Analysis Of Ador Welding: The welding industry plays a vital role in building and upkeeping infrastructure, machinery, and vehicles, which are important for their safety and structural soundness. The professionals and technology in this industry are crucial for advancing society and promoting development. One such stock that plays a prominent role in the industry is Ador Welding, a stock held by the ace investor Ashish Kcholia.

Planning 105

Planning Manufacturing Compliance Commission 105

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Accounting

Alpha Architect

SEPTEMBER 15, 2023

This is going to be an incredible experience and I’m looking forward to hearing a ton of stories over our 28 miles. Sometime during the weekend please find me and introduce yourself. I’m looking forward to meeting everyone. March for the Fallen 2023: Detailed Logistics Outline and What to Expect was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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109

Discipline Funds

SEPTEMBER 15, 2023

Paul Krugman wrote an interesting comment on Twitter this week stating that inflation has been defeated. The chart he posted showed inflation minus food, energy, shelter and used cars. He was mercilessly mocked on the platform for posting data that removed most of the items we all need to live. The backlash was right, but Krugman is also making a relevant point – he just isn’t presenting it very well.

Food 98

Food 98

Ballast Advisors

SEPTEMBER 15, 2023

As the world of health insurance evolves, the Annual Enrollment Period can be overwhelming and confusing. For those nearing age 65, it’s essential to understand the paths in and around Medicare regarding your financial plan. As a full-service financial planning firm, Ballast Advisors works closely with seasoned professionals in many areas of personal financial planning , like health insurance.

Healthcare 97

Healthcare Medical Insurance Financial Planning 97

Integrity Financial Planning

SEPTEMBER 15, 2023

As a coffee aficionado, there’s a special kind of satisfaction that comes from crafting your own perfect cup of coffee. Whether it’s French press, pour-over, or Chemex, each method brings out unique flavors and nuances from your coffee beans. Here’s a step-by-step guide to help you become your own barista. French Press The French press, also known as a press pot, is a simple and classic brewing method.

Financial Planning 95

Financial Planning Planning 95

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

Sales

Advisor Perspectives

SEPTEMBER 15, 2023

Industrial production increased for a second straight month in August, surpassing expectations yet again. On a monthly basis, industrial production rose 0.4%, outpacing the projected 0.1% growth. Additionally, compared to one year ago, industrial production showed an increase of 0.25%.

Economics 69

Economics 69

Harness Wealth

SEPTEMBER 15, 2023

In the process of growing your accounting firm, building better client relationships is one of the most important elements of long-term success, and that starts with a robust client onboarding process. In this guide, we explore best practices for client onboarding for solo CPAs and small accounting firms, as well as how Harness Tax can help modernize and add efficiencies to the ever-evolving process.

Accounting 59

Accounting Clients Taxes Communication 59

Advisor Perspectives

SEPTEMBER 15, 2023

The September preliminary report for the Michigan Consumer Sentiment Index came in at 67.7, down 1.8 (-2.6%) from the August final. This morning's reading was below the forecast of 69.1. Since its beginning in 1978, consumer sentiment is 20.4% below its average reading (arithmetic mean) of 85.1 and 19.4% below its geometric mean of 84.0.

69

69

Trade Brains

SEPTEMBER 15, 2023

The government of China has banned the use of iPhones in sensitive departments to government-backed agencies and state companies, a day after central government employees were forbidden from bringing the devices to work, as per reports. Many Chinese employees of affected organisations have a separate phone for work. It has also been reported that there are several agencies that have started instructing employees not to bring Apple mobiles to work, and this ban is expected to be further extended.

Sales 59

Sales Planning Government Manufacturing 59

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Accounting