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 256

Wealth Management Media Financial Market Management 256

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 233

Investing Investments Financial Advising Manufacturing 233

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 255

Wealth Management Management Government Investing 255

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 214

Financial Planner Retirement Retirement Planning Advertising 214

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

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 203

Medicine Economy Economics Banking 203

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 113

Manufacturing 113

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.

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Numbers 107

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.

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Planning Manufacturing Compliance Commission 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

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.

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Assets Management 117

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.

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Numbers 100

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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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

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

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 107

Distribution Numbers Marketing Marketing 107

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 89

Food 89

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 111

Investing Investments 111

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 87

Marketing Marketing 87

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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

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.

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Charitable Planning Financial Advisor Clients Planning 100

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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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.

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Consulting 111

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

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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

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.

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69

Trade Brains

SEPTEMBER 15, 2023

Yatra Online IPO Review: Yatra Online Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 15, 2023, and close on September 20, 2023. In this article, we will look at Yatra Online IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP. Keep reading to find out! Yatra Online IPO Review – About The Company Yatra Online Limited, incorporated in 2005, offers domestic and international customers information, pricing, availability,

B2C 59

B2C B2B Engineering Distribution 59

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

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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

Wealth Management

SEPTEMBER 15, 2023

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

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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

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 60

Clients Assets 60