Abnormal Returns

AUGUST 17, 2023

Technology Why you shouldn't worry about AI 'stealing' your content. (drorpoleg.com) What you need to know about undersea internet cables. (cnet.com) LEDs are best thought of as a technology. (vox.com) Retail How 'reverse logistics' became a big business. (newyorker.com) The many ways Trader Joe's distinguishes itself from other retailers. (readtrung.com) Business How to get a business education from the Berkshire Hathaway ($BRK.A) oeuvre.

Medicine 190

Medicine Electronics Retail Education 190

The Reformed Broker

AUGUST 17, 2023

Final Trades: Apple, 3M & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Wealth Management

AUGUST 17, 2023

Norway’s sovereign wealth fund said it remains committed to commercial real estate investment, reported Bloomberg. Crain’s New York Business looked at a new bill under consideration in New York state that would make it easier to determine the owners behind LLCs. These are among the must reads from around the real estate investment world to end the week.

Investing 98

Investing Investments 98

Trade Brains

AUGUST 17, 2023

Fundamental Analysis of Elecon Engineering Company: The stock of Elecon Engineering Company has generated a whopping return of 1,000% in the last five years for its investors. With the CAPEX cycle underway and the government’s huge budget outlay and ‘Make in India’ initiative, the investors are still bullish on this industrial equipment manufacturer.

Engineering 98

Engineering Manufacturing Sales Investing 98

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

AUGUST 17, 2023

One fund close significantly increased overall fundraising volume, but there were also far more funds out in the market raising money than at the beginning of the year, according to a Preqin report.

Marketing 98

Marketing Marketing 98

Wealth Management

AUGUST 17, 2023

Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.

Investing 98

Investing Investments 98

Calculated Risk

AUGUST 17, 2023

The DOL reported : In the week ending August 12, the advance figure for seasonally adjusted initial claims was 239,000 , a decrease of 11,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 248,000 to 250,000. The 4-week moving average was 234,250, an increase of 2,750 from the previous week's revised average.

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Wealth Management

AUGUST 17, 2023

The company will administer an auto-IRA program for both Colorado and Maine. The intent is for up to 40% of private-sector employees in Maine to be able to access retirement features.

Retirement 98

Retirement Management 98

Advisor Perspectives

AUGUST 17, 2023

The Conference Board Leading Economic Index (LEI) fell for the 16th consecutive month in July as economic uncertainty continues to grow. The index dropped 0.4% from last month to 105.8, the index's lowest reading since June 2020. The latest reading was consistent with expectations.

Economics 94

Economics 94

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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

AUGUST 17, 2023

Eight companies — including Bitwise, Volatility Shares and ProShares — have in recent days filed applications for exchange-traded funds based on futures for the second-largest digital token.

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The Irrelevant Investor

AUGUST 17, 2023

The hardest part about investing isn’t predicting what’s going to happen; it’s predicting how investors will react. I mean, granted the first part of that sentence is extremely difficult, but the second part is completely impossible. This is one of my main credos with investing; even if you knew the news tomorrow, making money would be anything but a slam dunk.

Investing 82

Investing Investments 82

Wealth Management

AUGUST 17, 2023

Digital fraud is a growing threat to advisors, who are on their own when it comes to buying insurance coverage for the risk.

Insurance 98

Insurance Insurance Coverage 98

A Wealth of Common Sense

AUGUST 17, 2023

Blair duQuesnay joined me again this week to tackle questions on paying off your adjustable-rate mortgage, the CFA vs. the CFP, how to tell if your financial plan is on track and the use of reverse mortgages in retirement. Further Reading: Will Baby Boomers Crash the Stock Market? The post The $70 Trillion Wealth Transfer appeared first on A Wealth of Common Sense.

CFP 81

CFP Financial Planning Retirement Planning 81

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

AUGUST 17, 2023

New SEC rules offer an opportunity for advisors and their clients to reassess their strategies around liquid cash.

Marketing 98

Marketing Marketing Clients 98

Advisor Perspectives

AUGUST 17, 2023

How good are you at motivating your staff? Are they growing and learning? Are they consistently progressing?

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XY Planning Network

AUGUST 17, 2023

A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. As fee-only planners, you dedicate your lives to your client’s financial well-being. Your clients are—and should be—the heart of your practice. But what they don’t mention, or what often goes by the wayside, is the importance of knowing when to put your business health in the spotlight.

Fee Only 71

Fee Only Clients Financial Advisor Financial Planning 71

Advisor Perspectives

AUGUST 17, 2023

What if I told you that CPI is effectively at 2% now? Would the Fed's policy stance remain the same?

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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

AUGUST 17, 2023

As the cost of services has risen, the financial position of the affluent has weakened—and that makes the overall economy more fragile.

Economy 84

Economy 84

The Irrelevant Investor

AUGUST 17, 2023

Today’s Compound and Friends is brought to you by Kraneshares: See here to register for Kraneshares China Internet Triple Feature webinar covering KWEB, CWEB, and KLIP. On today’s show, we discuss: Getting 2023 spectacularly wrong Why Wall Street is gung-ho on the housing market Entire police department in Minnesota city resigns Index-tracking ETFs were all the rage, until now Performance after peak valu.

Marketing 69

Marketing Marketing 69

Random Roger's Retirement Planning

AUGUST 17, 2023

A couple of different articles that I think can weave together for a blog post. The first one was in Barron's, it was a quick read studying diversification. The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. There are countless opinions about how to diversify; a lot of stocks or not. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual fu

Numbers 64

Numbers Portfolio Math Portfolio Management 64

Wealth Management

AUGUST 17, 2023

These funds lost the most money over the last 30 days.

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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

XY Planning Network

AUGUST 17, 2023

A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. As fee-only planners, you dedicate your lives to your client’s financial well-being. Your clients are—and should be—the heart of your practice. But what they don’t mention, or what often goes by the wayside, is the importance of knowing when to put your business health in the spotlight.

Fee Only 52

Fee Only Clients Financial Advisor Financial Planning 52

Discipline Funds

AUGUST 17, 2023

Here’s my recent interview with Oliver Renick on TD Ameritrade TV. We discussed my concept of bond escape velocity. You can watch the entire interview at this link or below, but the summary is this: When interest rates get high enough bonds (and especially short duration bonds) achieve a certain level of escape velocity when their starting yield is higher than their duration and the interest rate risk is largely offset by the starting and average future yield.

Government 52

Government Marketing Marketing Media 52

Tobias Financial

AUGUST 17, 2023

We are honored to share that we were named one of the fastest-growing privately held companies on the 2023 Inc. 5000 List produced by Inc. magazine. This special designation is awarded to U.S. businesses, across various industries, based on overall revenue growth over three years. It’s a privilege to be ranked alongside such inspiring, innovative, and successful companies.

Financial Advisor 52

Financial Advisor Clients 52

Harness Wealth

AUGUST 17, 2023

Please note that the contents of this article are based on general knowledge and do not represent legal advice. Always consult with legal counsel when navigating complex employment and business matters. Leaving a top-tier accounting firm to start your own business is an exhilarating yet complex journey. Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retain

Taxes 52

Taxes Clients Ethics Accounting 52

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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

AUGUST 17, 2023

From STR: U.S. hotel results for week ending 12 August U.S. hotel performance declined from the previous week but showed mostly positive comparisons year over year, according to CoStar’s latest data through 12 August. 6-12 August 2023 (percentage change from comparable week in 2022): • Occupancy: 68.3% (flat) • Average daily rate (ADR): US$156.47 (+2.0%) • Revenue per available room (RevPAR): US$106.89 (+2.0%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy

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Advisor Perspectives

AUGUST 17, 2023

July's ZHVI came in at $348,126, up 0.61% from June and up 1.01% from July 2022. However after adjusting for inflation, the real figures are 0.12% month-over-month and -6.17% year-over-year. Nominal home values have increased for 5 straight months while "real" home values have only increased for 2 straight months.

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Conneqtor

AUGUST 17, 2023

I like to joke sometimes that a financial advisor hears more from their clients than the clients’ attorney, doctor, and therapist all together! The journey of a financial advisor is a dynamic blend of expertise, strategy, and interpersonal skills.

Financial Advisor 52

Financial Advisor Client Management Sales Planning 52