Mon.Apr 15, 2024

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Adviser links: making the right decisions

Abnormal Returns

Podcasts Daniel Crosby talks about the unique needs of women and money with Lindsey Lewis. (standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. (morningstar.com) The biz Why Dynasty Financial stands since putting plans for an IPO on ice.

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Repurposing Your Content To Enhance Growth: How 1 Piece Of Content Can Cover 6 Different Marketing Tactics

Nerd's Eye View

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 163
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Monday links: paying what you owe

Abnormal Returns

Strategy Even the best investors make big mistakes. (mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. (bestinterest.blog) Big winners require patience. (awealthofcommonsense.com) Finance The CBOE's ($CBOE) defense of 0DTE options as risk management tool. (ft.com) Goldman Sachs ($GS) traders had a good Q1 2024.

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Is Sector Neutrality in Factor Investing a Mistake?

Alpha Architect

The justification for neutralizing sectors in factor strategies is a work in progress. To date, academic researchers haven't had an empirical model to mimic the impact of removing sector "effects" on the measurement and performance of factor strategies. The authors develop and test a two-component model to address the question of, "Is Sector Neutrality in Factor Investing a Mistake?

Investing 118
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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

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

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Retail Sales Increased 0.7% in March

Calculated Risk

On a monthly basis, retail sales were up 0.7% from February to March (seasonally adjusted), and sales were up 4.0 percent from March 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for March 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $709.6 billion, up 0.7 percent from the previous month , and up 4.0 percent above March 2023.

Retail 114

More Trending

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3rd Look at Local Housing Markets in March

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in March A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to March 2019 for each local market (some 2019 data is not available). This is the third look at several early reporting local markets in March.

Marketing 104
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Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?

Wealth Management

Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?

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Tuesday: Housing Starts, Industrial Production

Calculated Risk

From Matthew Graham at Mortgage News Daily: After Months of Relative Calm, Rates are Starting to Look Panicked Again In 2023, there were multiple examples of mortgage rates moving up by roughly half a percent in a relatively short amount of time (1-3 weeks). Since the big shift in November, we've only seen one similar example and it was more of a technicality (a sharp drop in rates followed by a correction in early Feb), until today.

Economics 103
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Colorado Securities Head Moves to Halt 'Imposter' Firms

Wealth Management

The state securities agency is trying to shut down two entities falsely claiming to be wealth management firms operating out of the same building as the agency itself.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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Market Commentary: Markets React to Inflation

Carson Wealth

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We want to stress that this isn’t something to fear. It’s all part of the process, even in healthy bull markets.

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TD Ameritrade Integration Boosts Schwab’s Q1 Advisory Net Flows

Wealth Management

Schwab’s in-house advisors saw a record $4.4 billion in net flows this quarter, which President Rick Wurster attributed partly to enrollment by TD Ameritrade households.

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The Growing Appeal of Semi-Retirement

Darrow Wealth Management

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42.

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Avantax Snags $450M Team From Stratos

Wealth Management

GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.

Assets 108
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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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The Quotations of Chairman Ray

Advisor Perspectives

Rob Copeland’s marvelously readable and well-researched book, The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend , details a detachment from reality borne on the absolute power deployed by Dalio at Bridgewater.

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F.L.Putnam Grows on Trust

Wealth Management

F.L.Putnam Investment Management is adding talent and ancillary services through a growth strategy predicated primarily on opportunity and trust.

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Talk Your Book: Diversifying Away From the Magnificent 7

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by Direxion On today’s show, we spoke with Ed Egilinsky, Managing Director, Head of Alternatives, and Head of Sales and Distribution at Direxion to discuss diversifying away from the Magnificent 7. For more information, see here or email info@direxion.com On today’s show, we discuss: Flows into bullish and bearish funds Magnificent 7 concentration risk Nasdaq 10.

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Wealth Management Invest: Trends and Innovations in Alternative Investments

Wealth Management

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

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Transforming Lending: Understanding the Power of Digital Platforms

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.

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"How I Did It" Series with XYPN Member Chandler Fugate-Laus

XY Planning Network

We're excited to share another member story from our "How I Did It" series. Deciding to take the leap to start your own financial planning firm can be very scary. And actually "leaping" can feel overwhelming. There are so many decisions and responsibilities. How am I going to make this work? What business model should I use? How do I manage compliance?

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A Roundup of March's ETF Launches: Part 2

Wealth Management

Around four dozen new ETFs launched in March. The majority are equities-based with a handful based off bonds or other asset types.

Assets 103
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Mean Reversion and Managing Market Jitters

Advisor Perspectives

With an understanding of reversion to the mean, it is possible to contextualize market volatility for investors in a way that helps them view it more constructively.

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Goldman’s Wall Street Machine Revs Up Driving Surprise Profit Surge

Wealth Management

Goldman’s asset- and wealth-management business posted revenue of $3.79 billion, up 18% from a year earlier.

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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

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Modern Retirement Planning Insights from Ancient Greece

Advisor Perspectives

With the interest-rate peak being the highest in 15 years, now is the opportunity to lock in near-peak lifetime income payments while avoiding future stock market losses.

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KKR Co-CEOs Following Berkshire Model With Private Equity Bets

Wealth Management

KKR is betting on gains in private equity as some of its peers move away from buyouts on the belief that the business is at scale and the biggest returns are in the past.

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Life after the AUM fee model: converting to hourly

Sara Grillo

Yes, there is life after AUM fees! In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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Is Financial Planning for All a Pipe Dream?

Wealth Management

Does the 401(k) and workplace platform offer unique opportunities?

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The Blueprint for a Customer-Centric Digital Lending Experience

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.

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Tobias Financial Advisors Welcomes Three New Shareholders

Tobias Financial

Tobias Financial Advisors is pleased to announce that Yesenia Realejo , CFP®, Catalina Franco-Cicero , MS, CFP®, CTS , and Edgar Collado , CEPA®, have become new shareholders and co-owners of the firm. Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company. Wealth Advisors Yesenia Realejo, CFP® and Catalina Franco-Cicero, MS, CFP®, CTS have continuously exceeded our and our client’s expectations.

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Searching for Yield in a Cautiously Optimistic 2024

Wealth Management

Wednesday, May 22, 2024 | 2:00 PM Eastern Daylight Time

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Retirement Planning: What Will Work Best for You?

Your Richest Life

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Let’s demystify the lingo and break down some of the most common retirement plans, so you can determine the best retirement plan for you: Common Retirement Accounts Whether you work for a large company, a small business, or yourself, there are retirement savings accounts t