The Reformed Broker
OCTOBER 17, 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: ►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tighteni.
Abnormal Returns
OCTOBER 17, 2023
Trend following The case for medium-term trend signals. (mrzepczynski.blogspot.com) The problem with trend following systems: an abundance of parameters. (priceactionlab.com) Research On the corporate bond factor zoo. (papers.ssrn.com) There is still no good explanation for momentum. (alphaarchitect.com) Why post-earnings drift happens. (klementoninvesting.substack.com) Does private credit have a return smoothing problem?
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Nerd's Eye View
OCTOBER 17, 2023
Welcome back to the 355th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Arends. Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.
Abnormal Returns
OCTOBER 17, 2023
Markets How war affects the markets, largely through higher inflation. (ofdollarsanddata.com) Why TIPS now merit 'serious consideration.' (morningstar.com) Fund management An overview of the short term bond fund space. (morningstar.com) Do investors really understand the return profile of options-writing funds? (etf.com) Private credit Smoothed returns have generated a lot of interest in private credit funds.
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.
Wealth Management
OCTOBER 17, 2023
The superstar is on the cusp of becoming ultra-wealthy, which is an opportunity to think about how to honor the sensibilities and economic realities of her young fanbase on an ambitious scale.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 17, 2023
Charles Schwab execs say RIA asset attrition ahead of the Labor Day conversion was less than expected, even with a “substantial” number of RIAs actively booted in the TD Ameritrade merger.
NAIFA Advisor Today
OCTOBER 17, 2023
NAIFA's Chapter Excellence Award (CEA) was launched this year to recognize the success of those Chapters that have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating, and membership growth. Congratulations to this year's Chapter Excellence Award winners!
Wealth Management
OCTOBER 17, 2023
Choice Hotels International offered $9.8 billion in stock and debt assumption to buy out Wyndham Hotels & Resorts, reports CoStar News. Cohen & Steers looked at what the September selloff in publicly-traded REITs said about the market. These are among today’s must reads from around the commercial real estate industry.
Trade Brains
OCTOBER 17, 2023
Best Multibagger Stocks in the Last 10 Years : Multibagger stocks are those that have returned 100% or more in a specific time period. Meaning, if you invested Rs. 1 lakh into a Multibagger it would return 2 lakh or more within that specified time period. Best Multibagger Stocks in the Last 10 Years In this article about Best Multibagger Stocks in the Last 10 Years, we shall see the stock fundamentals, and their 10year returns Best Multibagger Stocks in the Last 10 Years #1 – The Fertiliz
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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.
Wealth Management
OCTOBER 17, 2023
When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve.
Trade Brains
OCTOBER 17, 2023
On Door Concepts IPO Review : On Door concepts is coming up with its Initial public offering. This is an SME (small and medium-sized enterprise) which is going to be listed on NSE SME. The IPO will be open for subscription on 23rd October 2023 and closes on 27th October 2023. This article about On Door Concepts IPO Review, including an in-depth analysis of the company’s financials and the strengths and weaknesses of On Door concepts.
Wealth Management
OCTOBER 17, 2023
“By selling United Capital and by selling PFM … it allows us to take the resources and the investment we might’ve geared toward growing that and add it to our investment in ultra-high-net-worth growth,” said Goldman CEO David Solomon.
A Wealth of Common Sense
OCTOBER 17, 2023
Like many retirees, Henry Flagler decided to spend his later years on the sunny beaches of Florida. However, Flagler wasn’t there to relax and drink Pina Coladas. No, the former oil tycoon was there to build up the coastlines, railroads, and cities before Florida was even a destination. Flagler was a partner of John Rockefeller’s at Standard Oil.
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.
Wealth Management
OCTOBER 17, 2023
Merrill added about 33,500 net new client relationships year-to-date, according to the firm's third quarter earnings. Wells Fargo also announced earnings this week, with mixed results for its wealth management business.
Million Dollar Round Table (MDRT)
OCTOBER 17, 2023
By Corey Williams I used to create my annual goals in January, but it always felt like it was the end of January before I was kicking into it. So, I pulled my annual goals back from doing them in January to December, but it still felt like I was lagging in the new year. Now, I plan my goals in October or November for the upcoming year. When I start earlier, I feel like I’m getting ahead of the game and getting a good run into things.
Wealth Management
OCTOBER 17, 2023
Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
Advisor Perspectives
OCTOBER 17, 2023
Industrial production rose for a third straight month in September, surpassing expectations yet again. On a monthly basis, industrial production rose 0.3%, outpacing the projected 0.1% growth. Additionally, compared to one year ago, industrial production showed an increase of 0.08%.
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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.
Wealth Management
OCTOBER 17, 2023
An erroneous report that BlackRock had won approval to launch a spot ETF rapidly sent the largest digital asset to $30,002 on Monday, the highest price since August.
Advisor Perspectives
OCTOBER 17, 2023
High mortgage rates continue to impact builder confidence as the National Association of Home Builders (NAHB) Housing Market Index (HMI) fell for a third consecutive month. The index dropped 4 points from last month to 44, the index's lowest level since January.
Wealth Management
OCTOBER 17, 2023
The new Fidelity Independence Hub offers information and tools for advisors thinking about striking out on their own.
Carson Wealth
OCTOBER 17, 2023
Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor. The post 2023 Highlights: Q4 Update appeared first on Carson Wealth.
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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!
Wealth Management
OCTOBER 17, 2023
Digital lead generation provider FinanceHQ is banking on its proprietary technology to stand out in a crowded field.
Advisor Perspectives
OCTOBER 17, 2023
Gas prices continued to drop this week as they fell to their lowest level since July. As of October 16, the price of regular and premium gas both fell by 11 cents from the previous week. The WTIC end-of-day spot price for crude oil closed at $86.66, up 0.3% from last week.
Wealth Management
OCTOBER 17, 2023
Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.
Advisor Perspectives
OCTOBER 17, 2023
The Census Bureau's Advance Retail Sales Report for September revealed a 0.7% increase in headline sales compared to August, marking the sixth consecutive month consumer spending has increased. The latest figure was much stronger than the anticipated 0.3% monthly growth. Core sales (ex Autos) also exceeded expectations by increasing 0.6% in September, higher than the forecasted 0.2% increase.
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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.
Wealth Management
OCTOBER 17, 2023
Zephyr Market Strategist Ryan Nauman reviews the current investment environment.
Trade Brains
OCTOBER 17, 2023
What is Morning Star Candlestick Pattern : Candlestick patterns are part of technical analysis used by traders to read the price movement of securities more accurately. Bullish and bearish candlestick patterns help traders spot trends and reversals with potential entry or exit opportunities in the price of a security. The morning star candlestick pattern is a bullish pattern used to identify the price reversal in a downtrend with a well-defined entry, stop loss and target with good risk manageme
Wealth Management
OCTOBER 17, 2023
Snowden Lane Partners: A calibrated blend of autonomy and support.
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