Wealth Management
JUNE 14, 2024
Women are inextricably linked to trillions of dollars of wealth transfer already in motion. It's important that their unique skills and financial insights are respected—not disregarded.
Nerd's Eye View
JUNE 14, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from sharing expertise and back-office support.
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Wealth Management
JUNE 14, 2024
By embracing a data-driven approach and leveraging intent data, financial advisors can significantly enhance their client engagement efforts.
Abnormal Returns
JUNE 14, 2024
Strategy How popularity can drive a fund's returns, for aw a while at least. (wsj.com) Index investing never goes out of style. (humbledollar.com) On the legacy of Danny Kahneman. (albertbridgecapital.com) Finance The biggest hedge funds are looking to offload capital to other managers. (wsj.com) Increased competition is already putting private credit at risk (economist.com) Another VC, Lightspeed Venture Partners, is registering as an RIA.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
JUNE 14, 2024
Bitcoin retreated after setting a record of $73,798 in March and rallies back toward the peak have repeatedly fizzled.
Calculated Risk
JUNE 14, 2024
From STR: U.S. hotel results for week ending 8 June The U.S. hotel industry reported higher performance results from the previous week but mixed comparisons year over year, according to CoStar’s latest data through 8 June. 2-8 June 2024 (percentage change from comparable week in 2023): • Occupancy: 69.1% (-0.1%) • Average daily rate (ADR): US$160.90 (+1.8%) • Revenue per available room (RevPAR): US$111.26 (+1.7%) emphasis added The following graph shows the seasonal pattern for the hotel occupan
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Calculated Risk
JUNE 14, 2024
From BofA: Since last week,1Q GDP tracking is down from 1.6% q/q saar to 1.5% q/q saar and 2Q GDP tracking is up two-tenths to 1.8%. [June 14th estimate] emphasis added From Goldman: Our 2024Q2 GDP growth tracking estimate is now down to 2.1% (vs. the Atlanta Fed at 3.1%) and our 2024 Q4/Q4 GDP growth forecast is now down to 2% but still above consensus.
Wealth Management
JUNE 14, 2024
Roughly 100 clients of Fidelity Investments are rolling out expanded benefits to help employees struggling to pay down debts and save for retirement.
Calculated Risk
JUNE 14, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in May A brief excerpt: The National Association of Realtors (NAR) is scheduled to release May Existing Home Sales on Friday June 21st at 10 AM ET. The early consensus is for 4.10 million SAAR, down from 4.14 million in April, and down from 4.23 million in May 2023.
Wealth Management
JUNE 14, 2024
U.S. marriage benefits regulate virtually every aspect of how clients manage taxes, finances, inheritance, housing and healthcare.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Alpha Architect
JUNE 14, 2024
Volatility laundering causes the risk-adjusted returns and the diversification benefits of private equity to be significantly overstated. However, the problem of volatility laundering is not a problem for all private investments, specifically not for high-quality, floating rate, private credit. Private Equity May Not Be the Diversifier We Think (Due to Volatility Laundering), But Private Credit Could Be was originally published at Alpha Architect.
Wealth Management
JUNE 14, 2024
The SEC approved an initial round of applications last month from several exchanges to trade the products.
A Wealth of Common Sense
JUNE 14, 2024
There’s a lot that took place during the early days of the pandemic that still blows my mind. Schools were shut down. No sports. No one really left their house. And tens of millions of people started working from home in the biggest labor market experiment in history. Employers and employees were given no warning. There were no focus groups, training sessions or prep time.
Wealth Management
JUNE 14, 2024
The IQ MacKay Securitized Income ETF launched on May 31. The actively managed fund has assets of $86 million.
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.
Advisor Perspectives
JUNE 14, 2024
Consumer sentiment fell to a 7-month low in June according to the preliminary report for the Michigan Consumer Sentiment Index. The index dropped 3.5 points (-5.1%) to 65.6 from May's final reading. The latest reading was below the forecast of 72.1.
Random Roger's Retirement Planning
JUNE 14, 2024
Randy Forsyth got on the capital efficiency/risk barbelling bandwagon in this week's column. Obviously I got a big kick out of that. Michael Hartnett from BofA apparently said something to the effect of 70% in T-bills "clipping" more than 5% and 30% in YOLO like the artificial intelligence theme. One of the comments, always read the comments, mentioned that this is what Nassim Taleb talked about doing ages ago.
NAIFA Advisor Today
JUNE 14, 2024
Carson Porter is an experienced financial advisor providing specialized life insurance, annuities, and financial services across the United States. His journey from owning auto repair shops to excelling in the financial industry is marked by a passion for education, innovation, and business development. Carson founded a mastermind group dedicated to empowering insurance agents and advisors through unbiased education, collaboration, and accountability.
Advisor Perspectives
JUNE 14, 2024
The updated projection shows the likelihood of one rate cut by the end of 2024.
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.
Your Richest Life
JUNE 14, 2024
On average, physicians are the highest paid professionals in the U.S. But even the best paid physicians need to plan carefully for their retirement, and make sure they’re truly putting away enough to be comfortable in their golden years. Here are some ways to assess your own savings, and retire without financial strain: How much should you save? Despite the higher earning potential, physicians can – and do – run into challenges that prevent them from saving enough for retirement.
Advisor Perspectives
JUNE 14, 2024
The yield on the 10-year note ended June 14, 2024 at 4.20%, the 2-year note ended at 4.67%, and the 30-year at 4.34%.
oXYGen Financial
JUNE 14, 2024
Advisor Perspectives
JUNE 14, 2024
The S&P 500 rose for a second straight week, finishing up 1.58% from last Friday. The index is currently up 14.52% year to date and has recorded a new all-time high 29 times this year.
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.
oXYGen Financial
JUNE 14, 2024
Advisor Perspectives
JUNE 14, 2024
This is turning out to be a “landmark year” for the crypto industry, Binance Holdings Ltd. Chief Executive Officer Richard Teng said, thanks to growing regulatory clarity, more mainstream adoption and the launch of exchange-traded funds tied to Bitcoin.
oXYGen Financial
JUNE 14, 2024
Advisor Perspectives
JUNE 14, 2024
A historically strong start to the year for the US stock market should continue into the second half of 2024, according to JPMorgan Chase & Co.’s asset management division.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Abnormal Returns
JUNE 14, 2024
Listening If you have an e-book checked and you are don with it, please return it early. (axios.com) Cyberattacks can also prevent library patrons from their audiobooks. (kuow.org) Business Patrick O'Shaughnessy talks with Frank Blake, the former chairman of Home Depot ($HD). (joincolossus.com) Logan Bartlett talks with Oliver Pomel, CEO of Datadog ($DDOG).
Advisor Perspectives
JUNE 14, 2024
Leverage the power of AI to help optimize your business and complete the picture for your clients. Download our paper, Unleashing AI Powered Growth, for an overview of the opportunities you could be taking advantage of, as well as the top AI tools available to help you transform your business.
Trade Brains
JUNE 14, 2024
Yes Bank: Imagine a nation without a secure and efficient banking system. Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. They act as intermediaries, collecting savings from individuals and businesses, then channelling those funds into productive investments.
Advisor Perspectives
JUNE 14, 2024
The Federal Reserve’s move to signal fewer interest-rate cuts this year deepens its divergence from peers who have already begun to ease.
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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?
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