Calculated Risk
NOVEMBER 12, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for October from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.3% increase in core CPI.
Abnormal Returns
NOVEMBER 12, 2024
Corporate finance Why companies are staying private longer. (marginalrevolution.com) A review of "The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed" by Baruch Lev and Feng Gu. (blogs.cfainstitute.org) Private equity Quants are turning their attention to model private equity returns. (bloomberg.com) The problem with IRR for private equity funds.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
NOVEMBER 12, 2024
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the second look at local markets in October. I’m tracking over 40 local housing markets in the US.
NAIFA Advisor Today
NOVEMBER 12, 2024
A recent study supported by the American Council of Life Insurers (ACLI), and conducted by economists Mark Warshawsky and Gaobo Pang, reveals that retirees could see better financial outcomes by incorporating annuities into their retirement income strategy, rather than relying solely on the traditional “4% rule.” This research underscores the importance of a diversified approach to retirement, especially in light of market fluctuations, inflation, and the uncertainty around life expectancy.
Advertisement
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
A Wealth of Common Sense
NOVEMBER 12, 2024
The S&P 500 is up 27% in 2024. We’re quickly closing in on a 30% gain for the calendar year. How rare is that feat? It happens more often than you would think. Here’s a look at every calendar year return on the S&P 500 going back to 1928: The 30% gains are highlighted. By my count, there were 18 years in which the stock market finished with a gain of 30% or more.
Nerd's Eye View
NOVEMBER 12, 2024
Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
NAIFA Advisor Today
NOVEMBER 12, 2024
NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory consider
Wealth Management
NOVEMBER 12, 2024
It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs. Looser credit conditions could flip the script and make private equity returns more competitive with private credit. These are among the investment must reads we found this week for wealth advisors.
Validea
NOVEMBER 12, 2024
Shareholder yield is a financial metric that captures the total return a company provides to its shareholders, expressed as a percentage of its market value. It combines three key elements: Dividend Yield : The return shareholders receive through dividend payments. Buyback Yield : The benefit shareholders receive from the company buying back its own shares, which can increase the value of remaining shares by reducing the total number of shares outstanding.
Wealth Management
NOVEMBER 12, 2024
The President and CEO of the American College for Financial Services on why we need a frank conversation and detailed solutions for financial advisor retention.
Advertisement
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Validea
NOVEMBER 12, 2024
Dividend Aristocrats are an elite group of S&P 500 companies that have increased their dividend payments consistently for at least 25 consecutive years. These companies represent the gold standard for dividend reliability and corporate stability, making them attractive to income-focused investors seeking steady returns and lower volatility. The Technology Sector Exception While traditional Dividend Aristocrats must show 25+ years of dividend increases, the technology sector follows modified
Wealth Management
NOVEMBER 12, 2024
The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, industry veteran, Brian McLaughlin reflects on the game-changing impact of AI and behavioral finance, and why innovation continues to drive the financial services industry forward.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Midstream Marketing
NOVEMBER 12, 2024
[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. By keeping them in your car, you can seamlessly share your contact information with potential clients or partners that you meet at networking events.
Wealth Management
NOVEMBER 12, 2024
The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.
Yardley Wealth Management
NOVEMBER 12, 2024
The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being. Although we can’t foresee every twist and turn life may bring, establishing a solid financial plan is one of the most effective ways to protect and nurture a legacy for the ne
Wealth Management
NOVEMBER 12, 2024
Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Your Richest Life
NOVEMBER 12, 2024
The holidays may be joyful, but if you’re not careful with your spending, they can also leave you with a sense of dread and regret. In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. But holiday spending is still a struggle for most people, with seven in 10 people reporting that they usually go over budget on their holiday expenses.
Wealth Management
NOVEMBER 12, 2024
The deal for City Fiduciary Group is Allworth’s seventh this year and will boost the RIA’s presence in the region.
Steve Sanduski
NOVEMBER 12, 2024
Guest: Carley Dillon , Chief Experience Officer at Brighton Jones. In a nutshell: Organic growth doesn’t just “happen.” It takes “intention and attention” to set goals, create action plans and playbooks, and get to work! Brighton Jones is a great example of a firm that is very clear on their mission and how they go about delivering on it.
Wealth Management
NOVEMBER 12, 2024
Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
NOVEMBER 12, 2024
In a week with a U.S. presidential election and market volatility, the Federal Reserve cut its policy rate 25 basis points (bps) as expected. Amid this noise and the generally positive messages from recent macro data, Fed Chair Jerome Powell emphasized that downside economic risks had decreased, but the policy rate remains above neutral, suggesting that gradual cuts are still likely to come over time.
Wealth Management
NOVEMBER 12, 2024
Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.
Talon Wealth
NOVEMBER 12, 2024
Did you know Social Security income can be taxable? Even though retirees have contributed throughout their careers, a portion of those benefits could still be taxed, depending on your total income. Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable.
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, Trade PMR unveiled cutting-edge tools that are transforming how advisors enhance client relationships and streamline their operations.
Advertisement
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Advisor Perspectives
NOVEMBER 12, 2024
Despite being the generations with the most knowledge, experience and potential resources, many are still unsure about their financial future.
Wealth Management
NOVEMBER 12, 2024
Top financial innovators at Nitrogen's 2024 Fearless Investing Summit highlight how student loan refinancing creates low-risk, high-return opportunities.
Advisor Perspectives
NOVEMBER 12, 2024
While baby boomers can be slower to embrace technology, younger investors tend to seek out and prefer tech-focused services and providers. This preference for technology is something advisors should lean into to connect with younger generations of investors.
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
Advertisement
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Expert insights. Personalized for you.
259 
Let's personalize your content