Abnormal Returns

APRIL 29, 2024

Podcasts Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com) Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." (rationalreminder.libsyn.com) The biz Goldman Sachs ($GS) is getting out of the robo-business by selling its Marcus Invest to Betterment.

Communication 255

Communication Wealth Management Management Assets 255

Nerd's Eye View

APRIL 29, 2024

Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g., helping them develop a retirement income plan), it often also addresses the client's goals for their wealth after their death.

Estate Planning 215

Estate Planning Clients Planning Financial Advisor 215

Abnormal Returns

APRIL 29, 2024

Markets Crude oil has greatly outperformed natural gas of late. (allstarcharts.com) The age of super-low interest rates is over. (wsj.com) Companies A look at the business of Apple ($AAPL) Airpods. (sherwood.news) Meta ($META) investors need to ask themselves if they trust Zuck? (stratechery.com) The Magnificient Seven has gobbled up hundreds of startups.

Financial Advising 144

Financial Advising Startup Communication Economy 144

Advisor Perspectives

APRIL 29, 2024

The article to which this “Concerned American” refers was about investing in low-cost diversified index funds and U.S. Treasury instruments, such as TIPS. It wasn’t about politics, nor was I even thinking of the election as I wrote the piece.

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Clients Investing Investments 117

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

APRIL 29, 2024

The brokerage regulator argued the firm’s automated process for approving options traders on its self-directed platform missed instances where clients submitted applications with conflicting information.

Clients 116

Clients 116

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 107

Estate Planning Planning 107

Investment Writing

APRIL 29, 2024

Can you spot what’s wrong in the image below? Please post your answer as a comment. This example has more than one mistake. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 29: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

Investing 105

Investing Investments 105

Advisor Perspectives

APRIL 29, 2024

Most clients have no idea what retirement failure means to them and how a given failure rate should influence their planning. My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. When saving for retirement it’s common for advisors to evaluate progress toward a savings goal and recommend course corrections to stay on track.

Retirement 105

Retirement Clients Planning Investing 105

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 103

Estate Planning Planning 103

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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

APRIL 29, 2024

Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” My guest today, Andrew Krei, will navigate through the complexities of this dynamic sector, highlighting its potential rewards for investors seeking alternative paths for capital growth.

Investing 99

Investing Investments Marketing Marketing 99

Wealth Management

APRIL 29, 2024

The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care.

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Carson Wealth

APRIL 29, 2024

Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). The S&P 500 has averaged only 1.7% over those six months and moved higher less than 65% of the time.

Marketing 97

Marketing Marketing Economy Government 97

Wealth Management

APRIL 29, 2024

When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

Retirement 115

Retirement Media 115

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

APRIL 29, 2024

Can AI models improve on the failures in predicting returns strictly from a practical point of view? In this paper, the possibilities are tested with a battery of AI models including linear regression, dimensional reduction methods, regression trees and neural networks. These machine learning models may be better equipped to address the multidimensional nature of stock returns when compared to traditional sorting and cross-sectional regressions used in factor research.

Investing 87

Investing Investments 87

Wealth Management

APRIL 29, 2024

Mike Shayestehfar will join RBC’s Century City office and represents the latest departure from J.P. Morgan Wealth Management, which acquired First Republic after it collapsed last year.

Wealth Management 89

Wealth Management Management 89

Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. Though we all have some money regrets, the important thing is that we acknowledge it and take steps to improve our finances!

Budgeting 83

Budgeting Planning Accounting Investing 83

Wealth Management

APRIL 29, 2024

Financial services still rely on content. Upgrade workflows with the Content Cloud for file management, collaboration, and security.

Financial Services 101

Financial Services Management 101

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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

The Irrelevant Investor

APRIL 29, 2024

Today’s Animal Spirits is brought to you by YCharts: See here for the YCharts report builder and proposal capabilities to save time and add value to client relationships! On today’s show, we discuss: 30 years of financial market returns Cathie Wood’s popular ARK funds are sinking fast Young Americans are getting left behind by rising home prices, higher stocks Vanguard: How America Saves Five things you ne.

Financial Market 79

Financial Market Clients Marketing Marketing 79

Wealth Management

APRIL 29, 2024

Advisor Ryan Rayburn decided to look for a new broker/dealer when Osaic announced its acquisition of Lincoln.

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A Wealth of Common Sense

APRIL 29, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors. On today’s show, we discuss: The pending BlackRock acquisition of SpiderRock The SpiderRock origin story Utilizing covered-call strategies in a bull market The most frequent us.

Portfolio 76

Portfolio Investing Investments Marketing 76

Wealth Management

APRIL 29, 2024

iShares' Karen Veraa shares insight on market complexities surrounding fixed-income ETFs.

Wealth Management 105

Wealth Management Management Investing Investments 105

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

XY Planning Network

APRIL 29, 2024

In celebration of our 10th Anniversary, we’re taking time throughout the year to reflect on all things made possible with XYPN—both in the past and future. Today we’re excited to recognize the impact XYPN LIVE’s AdviceTech (né FinTech) Competition has had in shaping the face of financial planning. In an ongoing effort to raise the financial planning bar, the competition has provided emerging FinTech companies with a platform to demo their innovative solutions focused on empowering financial advi

Financial Planning 73

Financial Planning Financial Advisor Clients Planning 73

Wealth Management

APRIL 29, 2024

The society shifts and changes accelerating record keeper and advisor consolidation in the 401(k) industry.

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Random Roger's Retirement Planning

APRIL 29, 2024

ProShares emailed out a short paper in support of the ProShares S&P 500 High Income ETF (ISPY). ISPY is a covered call fund and it's point of differentiation is that instead of selling monthly calls it sells daily calls. The idea is that by selling dailies, fund holders can capture more of the S&P 500's upside versus selling monthlies. The idea makes intuitive sense and so far it seems mostly correct.

Asset Allocation 71

Asset Allocation Portfolio Clients Retirement 71

Wealth Management

APRIL 29, 2024

Non-transparent actively managed ETFs have seen some inflows since they became available, but they trail far behind transparent vehicles.

Management 86

Management 86

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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

Calculated Risk

APRIL 29, 2024

During the early stages of the pandemic, energy expenditures as a percentage of PCE hit an all-time low of 3.3% of PCE. Then energy expenditures increased to 2018 levels by the end of 2021. With the invasion of Ukraine, energy expenditures as a percentage of PCE increased further in 2022. Here is an update through the March 2024 PCE report. This graph shows expenditures on energy goods and services as a percent of total personal consumption expenditures.

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Wealth Management

APRIL 29, 2024

Refiling may be necessary under certain circumstances.

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Advisor Perspectives

APRIL 29, 2024

The advisory profession is sitting on the precipice of major cyber-related regulation set to impact advisors of all sizes. But RIAs are not cybersecurity experts; many are not prepared for the requirements expected to be released by the SEC, and it could negatively impact their businesses. The cost of a cyber incident and reputational damage is further amplified given the deeply personal nature of an advisor-client relationship, which is rooted in trust.

Clients 64

Clients 64