Abnormal Returns
APRIL 15, 2024
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.
Nerd's Eye View
APRIL 15, 2024
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!).
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Abnormal Returns
APRIL 15, 2024
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.
Alpha Architect
APRIL 15, 2024
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?
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
Calculated Risk
APRIL 15, 2024
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
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.
Calculated Risk
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
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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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.
Carson Wealth
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?
Darrow Wealth Management
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.
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.
Advisor Perspectives
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
F.L.Putnam Investment Management is adding talent and ancillary services through a growth strategy predicated primarily on opportunity and trust.
XY Planning Network
APRIL 15, 2024
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?
Wealth Management
APRIL 15, 2024
iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.
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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.
A Wealth of Common Sense
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
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.
Advisor Perspectives
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
Around four dozen new ETFs launched in March. The majority are equities-based with a handful based off bonds or other asset types.
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.
Advisor Perspectives
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
Goldman’s asset- and wealth-management business posted revenue of $3.79 billion, up 18% from a year earlier.
Sara Grillo
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
Does the 401(k) and workplace platform offer unique opportunities?
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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.
Tobias Financial
APRIL 15, 2024
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.
Wealth Management
APRIL 15, 2024
Wednesday, May 22, 2024 | 2:00 PM Eastern Daylight Time
Your Richest Life
APRIL 15, 2024
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
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