Mon.Apr 15, 2024

article thumbnail

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.

article thumbnail

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 171
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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?

article thumbnail

If It Aint Broke, Don’t Fix It: A Dangerous Mindset

Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

article thumbnail

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 119

More Trending

article thumbnail

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 108
article thumbnail

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.

article thumbnail

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 105
article thumbnail

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.

106
106
article thumbnail

4 Things Great Companies Do to Improve Cash Flow

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

article thumbnail

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.

article thumbnail

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.

article thumbnail

"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?

article thumbnail

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?

127
127
article thumbnail

Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

article thumbnail

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.

89
article thumbnail

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 112
article thumbnail

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.

article thumbnail

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.

article thumbnail

Benchmarking ROI with Forrester: Measuring the Success of Finance Transformation

Finance Transformation Myths Busted Over 75% of organizations struggle to define the right success metrics to benchmark the impact of their finance transformation investment. Whether you are just initiating your digital transformation journey or planning to pitch your next AI project to leadership, without the right metrics and a rigorous tracking process - all your efforts might go to waste!

article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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 109
article thumbnail

How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

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!

article thumbnail

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.

article thumbnail

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.

90
article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

article thumbnail

Is Financial Planning for All a Pipe Dream?

Wealth Management

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

article thumbnail

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