Abnormal Returns

MARCH 11, 2024

Podcasts Zach Conway and Kelsey McKenna talk with Michael Batnick about Ritholtz Wealth's discuss leading with culture, effective hiring strategies, and building a strong foundation for your business. (youtube.com) Brendan Frazier on the benefit to shifting from “Advisor-Driven” to “Client-Inspired” advice. (wiredplanning.com) Jonathan Fields talks with Ashton Applewhite, author of "This Chair Rocks: A Manifesto Against Ageism.

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Wealth Management Clients Taxes Management 240

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. However, finding reliable sources of referrals can sometimes be challenging for advisors: Centers of Influence (COIs) like accountants and attorneys may not be as attuned to the advisor's services as the advisor's clie

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Clients Media Accounting Management 229

Abnormal Returns

MARCH 11, 2024

Markets It shouldn't be surprising that technology dominates the S&P 500. (ft.com) Are current money market mutual fund assets all that unusual? (morningstar.com) Crypto BlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM. (ft.com) Blackrock's ($BLK) turnaround on Bitcoin really is stunning. (wsj.com) Microstrategy ($MSTR) keeps buying more Bitcoin.

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Retail Media Banking Assets 220

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. However, finding reliable sources of referrals can sometimes be challenging for advisors: Centers of Influence (COIs) like accountants and attorneys may not be as attuned to the advisor's services as the advisor's clie

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Clients Media Accounting Management 222

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

Wealth Management

MARCH 11, 2024

Julietta Scruggs claims she has a weakened immune system yet was denied the ability to work remotely, then fired after contracting the virus and taking an extended leave.

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Wealth Management

MARCH 11, 2024

From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.

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Clients 101

Advisor Perspectives

MARCH 11, 2024

People like to compare price run-ups of tech stocks to what happened to Enron. The implication is that, since Enron failed, these companies will as well. But this argument does not work.

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Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. In the end, the S&P 500 closed marginally lower for the week after a late Friday afternoon sell-off. But stocks have been up 16 out of the last 19 weeks, rising more than 24% during that rally. In the history of the S&P 500, stocks have never risen that quickly with such consistent weekly gains.

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Marketing Marketing Economy Compliance 97

Wealth Management

MARCH 11, 2024

Victory Income Investors' Jim Jackson looks ahead despite the uncertainty over when the Federal Reserve will start cutting rates.

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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

Random Roger's Retirement Planning

MARCH 11, 2024

Bloomberg had a fun article looking at whether the boom in hedge fund trades and ETFs that short volatility one way or another might cause some sort of negative stock market event. There have been volatility events before. The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. The former was about selling index futures and the latter was about shorting the VIX.

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Numbers Insurance Marketing Marketing 95

Wealth Management

MARCH 11, 2024

Understanding generative artificial intelligence to maximize opportunities in estate planning and beyond.

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Estate Planning Planning 122

Advisor Perspectives

MARCH 11, 2024

In a new piece, GMO’s long-term investment strategist Jeremy Grantham reexamines the ‘great paradox’ of the U.S. market.

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Marketing Marketing Investing Investments 104

Wealth Management

MARCH 11, 2024

Phillip Knight, managing director and partner at Americana Partners, provides a glimpse into the $7 billion AUM RIA’s balanced portfolio.

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Portfolio Management 103

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

Advisor Perspectives

MARCH 11, 2024

Let's take a close look at February's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.6% of total employed workers are full-time (35+ hours) and 17.

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Numbers 124

Wealth Management

MARCH 11, 2024

Goldman’s Marcus and others raised the yield for savers as the Federal Reserve hiked interest rates. Now, the tax bills are coming due.

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Taxes Accounting 104

XY Planning Network

MARCH 11, 2024

As tax season approaches, you may find yourself scrambling for the best and safest way to exchange critical documents with your clients securely. With so many choices and words like “256-bit SSL encryption” and “ciphers” swirling around, paralysis from overanalysis can take hold, leaving your clients wondering just how to send you the information you need and you wondering why you have so many systems storing so many different client files.

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Clients Taxes Fee Only Financial Advisor 87

Darrow Wealth Management

MARCH 11, 2024

A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is your investment account, not a home. A securities-backed line of credit (SBLOC) allows investors to get cash by borrowing against their investable assets versus liquidating their portfolio. Although it may not be a good long-term strategy for most investors, it can be a compelling short-term solution while awaiting liquidity from selling your current house.

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Wealth Management Accounting Taxes Portfolio 82

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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

Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble Stocks had a rough start to the week, with the Dow, S&P 500, and Nasdaq each off more than one percent on Tuesday alone.

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Marketing Marketing Insurance Taxes 79

Wealth Management

MARCH 11, 2024

The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.

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Financial Advising Investing Investments 100

A Wealth of Common Sense

MARCH 11, 2024

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Chris Kuiper, Director of Research, and Matt Horne, Head of Business Development for Fidelity Digital Asset Management to discuss the new Bitcoin ETF and to give us an update on Bitcoin for 2024. On today’s show, we discuss: Bitcoin news priced into the market How exchange-traded products help Bitcoi.

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Assets Management Marketing Marketing 73

Wealth Management

MARCH 11, 2024

Opto reveals personnel changes, product enhancements, including CIO toolkit

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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

Advisor Perspectives

MARCH 11, 2024

Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

Accounting 64

Accounting 64

Wealth Management

MARCH 11, 2024

The online brokerage application is offering the service just to US investors at first with plans to expand globally in the future.

Investing 92

Investing Investments Planning 92

NAIFA Advisor Today

MARCH 11, 2024

Robert Miller , a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City. As a graduate of the NAIFA Leadership in Life Institute (LILI), Robert served as the Chair of the NAIFA Governance Committee and was a member of the organization’s Finance Committee.

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Financial Services Financial Advising Financial Advisor Insurance 64

Financial Symmetry

MARCH 11, 2024

While most of our listeners are in or on the cusp of retirement, many have loved ones who are earlier in their careers. Often we get questions on how our listeners and clients can help their younger family members make … Continued The post Tools for Making Better Financial Decisions, Ep #211 appeared first on Financial Symmetry, Inc.

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Retirement 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

Wealth Management

MARCH 11, 2024

These funds lost the most money over the last 30 days.

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Trade Brains

MARCH 11, 2024

Best Large Cap Stocks With High NPM : The Boston Consulting Group (BCG) in 1970 constructed a two-by-two matrix that classifies a business into four categories. The four categories were: Stars, Question Marks, Dogs, and a Cash Cow. For today’s study, we have picked up the last category, The Cash Cow. A Cash cow is an established business that has already captured a significant market share.

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Banking Financial Services Consulting Retail 59

Advisor Perspectives

MARCH 11, 2024

Six of the eight indexes on our world watch list have posted gains through March 11, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 16.01%. The U.S.'s S&P 500 finished in second with a YTD gain of 7.91% while France's CAC 40 finished in third with a YTD gain of 6.49%.

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Marketing Marketing 59