Abnormal Returns

OCTOBER 10, 2023

AI AI investment models can't explain how they do what they do. (msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. (institutionalinvestor.com) How AI can be used to parse corporate risk disclosures. (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns. (morningstar.com) How to calculate the cost of borrowing through the options market.

Portfolio Management 245

Portfolio Management Startup Portfolio Management 245

Nerd's Eye View

OCTOBER 10, 2023

Welcome everyone! Welcome to the 354th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Grier Rubeling. Grier is the founder of Advisor Transition Services, a consulting firm based in Cary, North Carolina, that helps advisors switch from one broker-dealer or custodian platform to another, often when breaking away from a larger firm to start up their own.

Financial Advisor 169

Financial Advisor Clients Consulting Communication 169

The Reformed Broker

OCTOBER 10, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Have Treasury Bonds Bottomed? – The crash in long-dated Treasurys since the pandemic now ranks as one of the most destructive financial crashes ever.

Investing 152

Investing Investments Marketing Marketing 152

The Big Picture

OCTOBER 10, 2023

My Two-for-Tuesday morning train reads: • Why Are Interest Rates Spiking? The bond market continues to be even crazier than the stock market. We’ve witnessed a massive move in long-term bond yields these past couple of weeks and months. Yields on the 10, 20 and 30 year Treasury were all up in the neighborhood of 60 basis points over the past 16 trading sessions.

Medical 130

Medical Economy Portfolio Accounting 130

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

The Reformed Broker

OCTOBER 10, 2023

If you want to understand what’s happening in the US stock market these days, you need to understand what’s happening with the largest companies that make up such a heavy part of the index weighting. And to do that, you have to understand Big Tech. Which is where my friend Alex Kantrowitz comes in. He’s one of the foremost authorities on everything going on in the space.

Marketing 152

Marketing Marketing 152

The Reformed Broker

OCTOBER 10, 2023

This was a lot of fun, hope you get something interesting from it. Thanks so much to the Professor. The post Catch me on Scott Galloway’s show appeared first on The Reformed Broker.

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Calculated Risk

OCTOBER 10, 2023

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-October A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-October I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question I discussed in July is Will house prices decline further later this year?

Marketing 110

Marketing Marketing Sales 110

Steve Sanduski

OCTOBER 10, 2023

Guest: Saundra Davis, the Founder and Executive Director of Sage Financial Solutions , an organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. Saundra is a U.S. Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset-building for the working poor.

Financial Planning 105

Financial Planning Clients Consulting Education 105

Wealth Management

OCTOBER 10, 2023

One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.

Wealth Advisor 110

Wealth Advisor Wealth Management Management 110

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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

A Wealth of Common Sense

OCTOBER 10, 2023

The 10 year Treasury yield recently hit 4.8%, its highest level since the summer of 2007. That’s higher than the dividend yield on all but 53 stocks in the S&P 500. Just four stocks out of 30 in the Dow Jones Industrial Average yield more than the benchmark U.S. government bond.1 The dividend yield on the S&P 500 has been falling for years from a combination of rising valuations and the increased usage of sh.

Valuation 100

Valuation Government Marketing Marketing 100

Wealth Management

OCTOBER 10, 2023

SpirePoint Private Client has selected Goldman Sachs Advisor Services as their primary custodian, becoming the first GSAS transition on the tru platform.

Clients 111

Clients 111

Advisor Perspectives

OCTOBER 10, 2023

Today, one in three of the 65-69 cohort, nearly one in five of the 70-74 cohort, and nearly one in ten of the 75+ cohort are in the labor force.

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Wealth Management

OCTOBER 10, 2023

Molly Bennard discusses Connectus Wealth's business model, the importance of organic growth, future opportunities and more.

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112

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

Accounting for Good

OCTOBER 10, 2023

A message from the outgoing CEO. Kirsten Forrester leaves the business in excellent shape and in the hands of skillful and experienced professionals.

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The Irrelevant Investor

OCTOBER 10, 2023

Today’s Animal Spirits is brought to you by YCharts: See here to register for YCharts webinar discussing this quarter’s top 10 visuals for clients and prospects. On today’s show, we discuss: Are bond yields too high, or too low? The US economy’s secret weapon: Seniors with money to spend Investors are yanking cash from stock funds, fast Airlines are just banks now Millennials on better track for retire.

Marketing 86

Marketing Marketing Retirement Economy 86

Wealth Management

OCTOBER 10, 2023

Jonathan Vincent Glenn faces 25 years in prison after pleading guilty to federal securities fraud charges.

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Million Dollar Round Table (MDRT)

OCTOBER 10, 2023

By D. Kyle Atkins, CLU, CFP What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to achieve. The guys and the gals who are out there just for the largest amount of money, we may not be a great fit. Nevertheless, if our cultures work together, if they’re looking to sell off gradually into the sunset, well, that’s marvelous.

CFP 83

CFP Clients Management 83

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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

OCTOBER 10, 2023

During times of market uncertainty, a strong, clear message is vital to building and maintaining trust.

Marketing 110

Marketing Marketing 110

Advisor Perspectives

OCTOBER 10, 2023

By placing personalization at the forefront, advisors make the financial journey more than just a series of transactions – it becomes a curated experience tailored to each client.

Investing 81

Investing Investments Clients 81

Clever Girl Finance

OCTOBER 10, 2023

Pre-approved credit cards are one way that credit card companies attract new customers. These offers are typically sent by mail to potential cardholders who meet some minimum criteria for approval. If you’ve ever received one of these offers, you may be wondering how it impacts your credit score. Or perhaps you are wondering what to do next. But first off, what does pre-approved for a credit card actually mean?

Advertising 74

Advertising Numbers Financial Planning Banking 74

Advisor Perspectives

OCTOBER 10, 2023

Selling a business and managing sudden wealth calls for guidance from trusted advisors and a consistently mindful approach.

Management 97

Management 97

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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

Wealth Management

OCTOBER 10, 2023

Financial advisors say more clients than ever are making timing-related missteps when it comes to savings and investments.

Financial Advisor 91

Financial Advisor Clients Investing Investments 91

Advisor Perspectives

OCTOBER 10, 2023

The headline number for the NFIB Small Business Optimism Index fell to 90.8 in September, as small business owners continued to report inflation as their biggest problem. The latest reading was worse than the forecast of 91.4 and marked the 21st straight month the index has been below the series average of 98.1.

Numbers 69

Numbers 69

Wealth Management

OCTOBER 10, 2023

Build strong relationships through exceptional service.

Clients 107

Clients 107

Advisor Perspectives

OCTOBER 10, 2023

But to serve more people who need your services and insights, often before the urgency is critical, you must close this profound gulf between what your clients know and your prospects think.

Clients 64

Clients 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

Calculated Risk

OCTOBER 10, 2023

A few more employment graphs. Duration of Unemployment Click on graph for larger image. This graph shows the duration of unemployment as a percent of the civilian labor force. The graph shows the number of unemployed in four categories: less than 5 week, 6 to 14 weeks, 15 to 26 weeks, and 27 weeks or more. The short-term categories peaked at over 9% of the labor force at the onset of the pandemic.

Education 61

Education Manufacturing Numbers 61

Advisor Perspectives

OCTOBER 10, 2023

In the next year, we will see the introduction of the fully functioning, digital-human financial advisor.

Financial Advisor 119

Financial Advisor 119

Trade Brains

OCTOBER 10, 2023

Parabolic SAR Indicator : Technical analysis plays a major role in analysing the securities from both trader’s and investor’s perspectives. Among all technical indicators, the Parabolic SAR indicator has its own importance under the technical analysis of securities. Here, we shall discuss the Parabolic SAR indicator with its strategies, calculations, charts and applications.

Risk Management 59

Risk Management Management Banking Portfolio 59