Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek. This is particularly true when referrals come from Centers of Influence (COIs) – professionals who are trusted by their circles to influence id

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Assets Media Financial Advisor Professional Services 231

Abnormal Returns

MARCH 18, 2024

IPOs Apple ($AAPL) and Google ($GOOGL) are exploring putting Google's AI on the iPhone. (spyglass.org) A closer look at Reddit's risks. (wired.com) Housing Austin's housing market is cooling off. (wsj.com) How home buying is going to change with a new commission regime. (thebasispoint.com) Economy National homebuilder confidence ticked up in March. (insights.finominal.com) Disruption of the Suez Canal is real.

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Financial Advising Commission Food Economy 218

The Irrelevant Investor

MARCH 18, 2024

Stocks in the United States are more expensive than they used to be. Like, a lot more. You used to be able to buy a blue-chip company for fifteen times earnings. There was a time, a normal non-recessionary time, when you could buy the S&P 500 for fifteen times earnings. Prior to the dotcom bubble, there was only one instance when U.S. stocks traded at 25x times inflation-adjusted earnings over the previous decade.

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Wealth Management

MARCH 18, 2024

The commission accused Global Predictions and Delphia of “AI washing,” making misleading claims about how they each used artificial intelligence in managing investments.

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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

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after the Labor Department report showed the Consumer Price Index rose 3.2% in February compared with a year earlier.

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Marketing Marketing Taxes Economics 90

Advisor Perspectives

MARCH 18, 2024

Gold prices have done well around Fed easing cycles. In addition, inflation concerns and high interest rates make the year-ahead gold return forecast attractive.

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Wealth Management

MARCH 18, 2024

Chicago-based firm M1 Finance will pay $850,000 to settle charges it didn't supervise paid social media influencers' posts.

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Media 122

XY Planning Network

MARCH 18, 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?

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Compliance Financial Planning Planning Management 77

Wealth Management

MARCH 18, 2024

The tactic can help investors with concentrated positions, but historically, it has only been available to HNW investors.

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Startup 115

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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

Advisor Perspectives

MARCH 18, 2024

While investing strategies should be consistent, changes in markets and the economy make some advice more relevant than it was in the past. Here are the top 10 things I’m telling clients.

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Clients Economy Investing Investments 72

Wealth Management

MARCH 18, 2024

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

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Estate Planning Planning Clients 122

Advisor Perspectives

MARCH 18, 2024

It is essential to have open and honest pre-wedding conversations about both partners’ personal finances and attitudes about money.

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Wealth Management

MARCH 18, 2024

A slightly unorthodox approach for collaborative advisors when working with baby boomers.

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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

Alpha Architect

MARCH 18, 2024

Our analysis highlights the importance of short campaigns for understanding the economic impact of activist hedge funds. Short Campaigns by Hedge Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Economics Government 75

Wealth Management

MARCH 18, 2024

The lack of a widely recognized professional accreditation in the cryptocurrency industry has left a vacuum that a variety of organizations are trying to fill.

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Advisor Perspectives

MARCH 18, 2024

A lack of existing inventory coupled with strong buyer demand and falling mortgage rates have led to increased builder confidence for a fourth straight month. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose to 51 this month, its highest level in 8 months. The latest reading came in above the forecast of 48.

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Marketing Marketing 69

Calculated Risk

MARCH 18, 2024

Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).

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Retail 68

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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

A Wealth of Common Sense

MARCH 18, 2024

Today’s Talk Your Book is presented by Invesco QQQ: On today’s show, we are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss everything Nasdaq 100. On today’s show, we discuss: The creation of the Nasdaq 100 How the QQQ ticker came about Why certain companies list with the Nasdaq and end up in the Nasdaq 100 How investor.

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Financial Symmetry

MARCH 18, 2024

In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct … Continued The post A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax? appeared first on Financial Symmetry, Inc.

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Taxes Estate Planning Planning 64

Wealth Management

MARCH 18, 2024

Collectors and high-net-worth clients must comply with new requirements.

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Marketing Marketing Clients 102

Calculated Risk

MARCH 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: "The Lock-In Effect of Rising Mortgage Rates" A brief excerpt: Here is new working paper from Federal Housing Finance Agency (FHFA) staff Ross M. Batzer Jonah R. Coste William M. Doerner Michael J. Seiler quantifying the impact of the “lock-in effect”: The Lock-In Effect of Rising Mortgage Rates And here is their conclusion: This paper finds that for every percentage point that market mortgage rates exceed the origination interest rate, the p

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Sales Marketing Marketing 61

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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

Wealth Management

MARCH 18, 2024

Tips for fiduciaries selling items in a decedent’s estate.

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Wealthfront

MARCH 18, 2024

This month, The Little Book of Robo Investing by Qian Liu and Elizabeth MacBride (two founding members of the Wealthfront team) was released by Wiley, with a foreword by Wealthfront co-founder Andy Rachleff. In this Q&A, the authors talk about the biggest misconceptions investors struggle with, bear markets, and a lesson learned from a forgotten […] The post A Q&A With Authors Elizabeth MacBride & Qian Liu appeared first on Wealthfront Blog.

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Investing Investments Marketing Marketing 59

Wealth Management

MARCH 18, 2024

The most pressing tax law developments of the past month.

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Taxes 103

Advisor Perspectives

MARCH 18, 2024

Seven of the eight indexes on our world watch list have posted gains through March 18, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 18.76%. The U.S.'s S&P 500 finished in second with a YTD gain of 8.57% while France's CAC 40 finished in third with a YTD gain of 8.20%.

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Marketing Marketing 59

Advertisement

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 18, 2024

Balancing transfer tax and income tax considerations for artists.

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Taxes 98

Steve Sanduski

MARCH 18, 2024

Guests: Chloé A. Moore, CFP® , Co-Founder and Board Member at BLX Internship. Tracy Hutton, CPA , Senior Talent Manager at Mariner Wealth Advisors. In a Nutshell: An injection of young, ambitious, diverse talent can give your firm a real shot of vitality and set your firm up for sustained success in the future. Many firms use internship programs to build an intentional talent pipeline that creates opportunities for young financial pros, as well as opportunities for our industry to improve how w

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Wealth Advisor CFP Financial Services Management 59

Calculated Risk

MARCH 18, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Inch to March Highs Rates marched higher to the highest levels in March today, but most lenders are only microscopically worse off than Friday afternoon. In the slightly bigger picture rates have moved up roughly a quarter of a percent in just over a week and that's a relatively quick move. We already know the Fed will not be cutting rates.

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