Abnormal Returns
FEBRUARY 26, 2024
Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. (open.spotify.com) Michael Kitces talks with Ben Hockema. who is the Founder of Illuminate Wealth Management about how to fund your RIA. (kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. (standarddeviationspod.com) Diana Britton talks with Michael Kitces about adviser well-being.
Nerd's Eye View
FEBRUARY 26, 2024
In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward.
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Abnormal Returns
FEBRUARY 26, 2024
International The Magnificent Seven is all anybody can talk about in the U.S. What is Europe's alternative? (morningstar.com) Buffett's bet on Japanese trading companies is paying off. (wsj.com) Japan's stock market as a technology play. (mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.
The Irrelevant Investor
FEBRUARY 26, 2024
Today was one of the best days of my life. I got to meet and interview my favorite athlete of all time, Eli Manning. Surreal is putting it mildly. I’ve never felt more of an emotional connection to an athlete than Eli, and I never really thought about why until this weekend when I was writing an introduction for him. I am a lifelong die-hard Giants and Knicks fan.
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.
Wealth Management
FEBRUARY 26, 2024
As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 26, 2024
The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.
Investment Writing
FEBRUARY 26, 2024
Can you spot what’s wrong in the image below? Please post your answer as a comment. One item stands out as wrong beyond any question, even without knowing the context of this table. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for February 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
Wealth Management
FEBRUARY 26, 2024
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
Advisor Perspectives
FEBRUARY 26, 2024
In the first installment of this series, I pledged to unveil a retirement strategy with such merit that it warrants widespread adoption by the investment advisor community. Let's delve into the compelling case for this approach.
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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.
Wealth Management
FEBRUARY 26, 2024
The RIA entered a non-prosecution agreement with the Justice Department’s Antitrust Division last year over charges it conspired with American Century Investments not to hire each other's employees.
Carson Wealth
FEBRUARY 26, 2024
Earnings May Have Delayed Late-February Weakness The S&P 500 climbed a solid 1.7% during the holiday-shortened week, with the lift coming almost entirely from Thursday’s strong gains following NVIDIA’s earnings release. Despite the S&P Technology Select Sector Index gaining more than 3% on Thursday, losses over the rest of the week had it lagging the S&P 500.
Wealth Management
FEBRUARY 26, 2024
From disruptive technologies to exclusive interviews with industry trailblazers, explore the forefront of FinTech in this digital experience.
Cornerstone Financial Advisory
FEBRUARY 26, 2024
Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key comp
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.
Wealth Management
FEBRUARY 26, 2024
Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.
Advisor Perspectives
FEBRUARY 26, 2024
Hedge funds piled into tech stocks in the weeks before Nvidia Corp. earnings. Now, they’re cashing out and selling at the fastest pace in seven months.
Wealth Management
FEBRUARY 26, 2024
The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.
Alpha Architect
FEBRUARY 26, 2024
The paper aims to contribute to the literature by providing insights into the current state of financial literacy in Italy, its implications for financial well-being and resilience, and the demographic disparities therein. Financial Literacy and Financial Resilience: Evidence from Italy was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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.
Wealth Management
FEBRUARY 26, 2024
Investors are never completely sure what they’ve made until a fund has fully repaid all capital.
Advisor Perspectives
FEBRUARY 26, 2024
What caused the system’s funded status to deteriorate from 100% to 79.3% over the past 40 years? And more importantly, what actions will Congress take to reform the system?
Wealth Management
FEBRUARY 26, 2024
These funds saw the most activity over the past 30 days.
Advisor Perspectives
FEBRUARY 26, 2024
The January release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 661,000 units, falling short of the 680,000 forecast. New home sales were up 1.5% month-over-month from a revised rate of 651,000 in December and up 1.9% from one year ago.
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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!
Wealth Management
FEBRUARY 26, 2024
Still thinking of buying term and investing the difference?
Advisor Perspectives
FEBRUARY 26, 2024
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for February. The latest general business activity index came in at -11.3, up from -27.4 from last month. This marks the 22nd consecutive month the index has been in contraction territory.
A Wealth of Common Sense
FEBRUARY 26, 2024
Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. On today’s show, we discuss: The yield environment prior to 2022 How asset allocation works within a multi-asset portfolio How the yield curve and inflation affect income generating portfol.
Calculated Risk
FEBRUARY 26, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Starting The Week Closer to Recent Highs Mortgage rates moved moderately higher to begin the new week, but they remained just under the highest recent levels seen last Thursday. Many lenders were closer to 'unchanged' at the outset but were then forced to issue mid-day increases in response to weakness in the bond market.
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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.
Wealth Management
FEBRUARY 26, 2024
Resulting in more RPA turnover and due diligence.
Trade Brains
FEBRUARY 26, 2024
Best Debt Free Stock under Rs 1000 Investors are always looking for stocks that have the potential to be multi-baggers in the future. Companies that manage debt wisely can help themselves out of economic downturns. Companies with no debt are more likely to have better financials than peers with debt due to interest payments and cash flow concerns. In this article, we will look at some debt-free stocks that are priced under Rs. 1,000.
Advisor Perspectives
FEBRUARY 26, 2024
Six of the eight indexes on our world watch list have posted gains through February 26, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 17.24%. The U.S.'s S&P 500 finished in second with a YTD gain of 6.89% while France's CAC 40 finished in third with a YTD gain of 5.30%.
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