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 262

Wealth Management Financial Market Media Marketing 262

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.

Investing 207

Investing Investments Financial Advising Economy 207

The Big Picture

SEPTEMBER 15, 2023

My end-of-week morning train WFH reads: • Hip-hop stars and financial luminaries: Ritholtz Wealth Management redesigns the investment conference : Roughly 3,000 attendees are gathered to hear hip-hop legends Method Man and Redman, and financial headliners like Jeremy Siegel, Jeff Kleintop, Emily Roland, Cliff Asness, Jeff Gundlach and Jan van Eck. Plus there’s dancing, swimming, surfing, yoga, pizza and sushi and beer and wine sessions.

Wealth Management 261

Wealth Management Retirement Investing Investments 261

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 204

Medicine Economy Economics Banking 204

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Financial institutions continue to look to quantify the impact of new technologies. Meanwhile, business lending technologies have grown more popular in the industry. However, understanding the impact of said technologies means understanding how to increase your revenue while decreasing your costs. This is key for the growth of your organization. Biz2X created this eBook to analyze the ROI of business lending platforms and learn about the short-term and long-term benefits of said platforms.

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 183

Financial Planner Retirement Financial Advisor Retirement Planning 183

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

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 117

Manufacturing 117

Fintoo

SEPTEMBER 15, 2023

Highlights Issue Size –: 54,577,465 shares Issue Open/Close – Sept 15 /Sept 20, 2023 Price Band (Rs.) 135 – 142 Issue Size (Rs.) – 7,750 mn Face Value (Rs) 1 Lot Size (shares) 105 Yatra Online Limited (YOL) as of FY23 is one of India’s largest corporate travel services providers in terms of a number […] The post Yatra Online Limited IPO (Avoid) appeared first on Fintoo Blog.

Numbers 110

Numbers Financial Planning Investing Investments 110

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 111

Numbers 111

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

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 Marketing Marketing 105

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 122

Assets Management 122

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

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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Generative AI (Artificial Intelligence) is poised to revolutionize the world of business lending. By understanding the impact and possibilities of Generative AI in business lending, banks can stay ahead of the curve and make informed decisions. Generative AI has the potential to revolutionize how lenders make credit decisions, automate loan processes, and provide personalized customer experiences.

Banking

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 90

Numbers 90

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.

Investing 115

Investing Investments 115

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 89

Marketing Marketing 89

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 111

Distribution Numbers Marketing Marketing 111

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Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

Management

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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79

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 104

Charitable Planning Financial Advisor Clients Planning 104

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 74

Financial Planning Planning 74

Wealth Management

SEPTEMBER 15, 2023

With 24/7 tutors and lots of hand-holding, high-end consultants are taking the admissions race to the next level.

Consulting 116

Consulting 116

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Digital transformation is a key component in improving the customer experience in an ever-changing landscape. Digital transformation in account opening is the integration of streamlined processes to enhance the customer journey. This is a great way for banks to stay competitive, as they can offer an improved experience that leads to higher customer satisfaction.

Banking

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

Wealth Management

SEPTEMBER 15, 2023

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

Estate Planning 80

Estate Planning Planning 80

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.

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69

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 64

Clients Assets 64

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

Advisor Perspectives

SEPTEMBER 15, 2023

This morning we got the latest Empire State Manufacturing Survey. The diffusion index for General Business Conditions rose 20.9 points from last month to 1.9. This morning's reading was better than the forecast of -10.0 and pushes the index back into expansion territory.

Manufacturing 64

Manufacturing 64

Wealth Management

SEPTEMBER 15, 2023

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

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115

Advisor Perspectives

SEPTEMBER 15, 2023

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of September 1st, the index was at 6.820, up 5.940 from the previous week.

Economics 64

Economics Economy 64