Abnormal Returns
APRIL 17, 2024
Podcasts Roger Whitney talks retirement challenges with Christine Benz. (youtube.com) Sam Parr talks with 'Ryan' and 'Jeff' about the reality of retiring early. (podcasts.apple.com) Peter Lazaroff talks with Taylor Schulte and Benjamin Brandt about the new Retirement Podcast Network. (peterlazaroff.com) Justin Castelli talks curiosity and more with Tom Morgan.
Nerd's Eye View
APRIL 17, 2024
After advisors do all of the work of bringing on a new client (Marketing! Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into "maintenance mode". And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annual meeting – they may actually be feeling quite disengaged with the financial planning services being provided.
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Calculated Risk
APRIL 17, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending April 12, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 3.3 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
APRIL 17, 2024
Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
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.
Calculated Risk
APRIL 17, 2024
Fed's Beige Book Overall economic activity expanded slightly , on balance, since late February. Ten out of twelve Districts experienced either slight or modest economic growth—up from eight in the previous report, while the other two reported no changes in activity. Consumer spending barely increased overall, but reports were quite mixed across Districts and spending categories.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
APRIL 17, 2024
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in March; California Home Sales Down 4.4% YoY in March A brief excerpt: The NAR is scheduled to release March existing home sales tomorrow, Thursday, April 18th at 10:00AM ET. The consensus is for 4.20 million SAAR, down from 4.38 million in February. Housing economist Tom Lawler expects the NAR to report sales of 4.23 million SAAR for March.
Wealth Management
APRIL 17, 2024
Taimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year.
Trade Brains
APRIL 17, 2024
Three white soldiers candlestick pattern: In the field of stock market analysis, technical analysts utilize chart and candlestick patterns to assess stock prices and project future trends. Each pattern holds valuable information that provides insight into the market’s direction. Through analyzing and interpreting these patterns, analysts can make informed predictions regarding the future movements of stocks, thus enabling investors to make well-informed investment decisions.
Wealth Management
APRIL 17, 2024
David Horton, the Martin Luther King, Jr. professor of law at the University of California, Davis, School of Law in Davis, Calif. and Reid Kress Weisbord, distinguished professor of law at Rutgers Law School in Newark, N.J. and the Judge Norma L. Shapiro Scholar.
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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.
Calculated Risk
APRIL 17, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 217 thousand initial claims, up from 211 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for April. The consensus is for a reading of 0.0, down from 3.2. • At 10:00 AM, Existing Home Sales for March from the National Association of Realtors (NAR).
Wealth Management
APRIL 17, 2024
Open, honest and candid discussion about the DOL rule, Pontera's new retirement plan leadership, the resurgence of senior workers and more.
Alpha Architect
APRIL 17, 2024
The CFA designation has for long been recognized as the gold standard for investment analysts. But like anything that is worth pursuing, obtaining the charter is no easy task. How to Crush the CFA Exams On Your First Attempt: Part I was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
APRIL 17, 2024
While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use.
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.
A Wealth of Common Sense
APRIL 17, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts’ quarterly economic update slide deck! See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: Will the growth of indexing lead to its downfall? Fund industry’s asset mix offers encouraging sign CPI Data – motor vehicle insurance Why car insurance rates are so high Th.
Wealth Management
APRIL 17, 2024
Verdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and more.
Advisor Perspectives
APRIL 17, 2024
While immigration has positively impacted economic growth and disinflation, this story has a dark side.
Wealth Management
APRIL 17, 2024
Indirect transfers weren’t gifts because they were made in the ordinary course of business.
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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.
Calculated Risk
APRIL 17, 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).
Wealth Management
APRIL 17, 2024
Roger Colinvaux, professor, The Catholic University of America Columbus School of Law in Washington, D.C.
Carson Wealth
APRIL 17, 2024
Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. The following advisors were recognized on this year’s list: #12 Jason Juhl, RICP ® , AIF ® , Partner & Wealth Advisor, Carson Wealth in West Des Moines, Iowa #26 Michael David , AIF ®
Wealth Management
APRIL 17, 2024
Lawrence M. Friedman, professor of law, Stanford Law School, Stanford, Calif.
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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!
SEI
APRIL 17, 2024
Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.
Wealth Management
APRIL 17, 2024
Danaya C. Wright, professor of law, University of Florida Law in Gainesville, Fla.
Wealthfront
APRIL 17, 2024
It can be tempting to adjust your investing strategy based on the news, including news about interest rates—and there’s been plenty of that lately, as many people speculate about if and when the Federal Reserve will cut the target range for the federal funds rate. In a previous blog post, we wrote about how investing […] The post Should Interest Rate Changes Affect Your Decision To Invest?
Wealth Management
APRIL 17, 2024
The most common pitfalls and how to avoid them.
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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.
Validea
APRIL 17, 2024
Finding companies with sustainable competitive advantages, or “wide moats” can be key for compounding returns over time. Just like the moats that surrounded medieval castles to protect them from invaders, an economic moat protects a company’s profits and market share from competitors. Legendary investor Warren Buffett has built his immense fortune by focusing on wide moat companies.
Advisor Perspectives
APRIL 17, 2024
Last July, the House Financial Services Committee approved two major pieces of legislation aimed at creating a regulatory framework for the cryptocurrency industry, the Financial Innovation and Technology for the 21st Century Act and the Clarity for Payment Stablecoins Act.
SEI
APRIL 17, 2024
Chief Investment Officer Jim Smigiel provides an overview of the global financial markets during the first quarter and our perspective on them.
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