Wealth Management
SEPTEMBER 19, 2023
The Massachusetts Supreme Court ruling against the online trading app last month could create “more breathing room” for other states to follow through on their own fiduciary regulations.
Abnormal Returns
SEPTEMBER 19, 2023
Trend following Trend following ignore narratives. (mrzepczynski.blogspot.com) How trend following can help diversify a portfolio. (priceactionlab.com) ESG Green investing strategies should be lower risk. (alphaarchitect.com) ESG leaders have been outperforming the market. (bloomberg.com) Behavior How scarcity affects decision making. (sciencedaily.com) The marshmallow effect and investment performance.
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Wealth Management
SEPTEMBER 19, 2023
From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
Calculated Risk
SEPTEMBER 19, 2023
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. • During the day, The AIA's Architecture Billings Index for August (a leading indicator for commercial real estate). • At 2:00 PM, FOMC Meeting Announcement.
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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
Wealth Management
SEPTEMBER 19, 2023
Fielding Miller, Captrust’s CEO, will continue to lead the firm and will remain the largest individual shareholder.
Nerd's Eye View
SEPTEMBER 19, 2023
Welcome back to the 351st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jessica Polito. Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. What's unique about Jessica, though, is how she has built a practice helping financial advisors and their firms navigate the intricacies of buying, selling, or merging
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
SEPTEMBER 19, 2023
Notes: The expansion to the Panama Canal was completed in 2016 (As I noted several years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. 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.
Wealth Management
SEPTEMBER 19, 2023
Some 53% of CFPs would do more pro bono planning work if their firm encouraged it, yet only 28% report that their firms support it, according to a new survey from the Foundation for Financial Planning.
Calculated Risk
SEPTEMBER 19, 2023
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in August were at a seasonally adjusted annual rate of 1,283,000. This is 11.3 percent below the revised July estimate of 1,447,000 and is 14.8 percent below the August 2022 rate of 1,505,000. Single‐family housing starts in August were at a rate of 941,000; this is 4.3 percent below the revised July figure of 983,000.
Wealth Management
SEPTEMBER 19, 2023
Leaving Carson Group to spend more time with his family, Jamie Hopkins will remain a Carson partner and continue to lead the FinServ Foundation.
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.
Calculated Risk
SEPTEMBER 19, 2023
Today, in the CalculatedRisk Real Estate Newsletter: August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 14.8% in August compared to August 2022. And starts year-to-date are down 12.5% compared to last year.
Wealth Management
SEPTEMBER 19, 2023
The form that students and their parents use to apply for financial aid has been revamped for the 2024-25 school year.
The Reformed Broker
SEPTEMBER 19, 2023
Amazon doesn’t need the hype of AI for its stock to trade higher, says Ritholtz’s Josh Brown from CNBC Fed kicks off 2-day meeting: What investors should expect from CNBC Intel core processors expected to bring AI to PCs by December 14 from CNBC Final Trades: Uber, Cisco & more from CNBC
Wealth Management
SEPTEMBER 19, 2023
Boardroom Advisory will “work with athletes, executives, and brands to create opportunity through venture and private equity investing, sports ownership opportunities, business strategy and content creation.
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.
The Reformed Broker
SEPTEMBER 19, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Where’s the Recession? – Biggest mystery on Wall Street. ►Oil Prices – “Surging oil prices could sour soft landing hopes, but it won’t spark a crisis like the 1970s” ►Earnings, Bef.
Wealth Management
SEPTEMBER 19, 2023
Thursday, October 12, 2023 | 2:00 PM ET
The Big Picture
SEPTEMBER 19, 2023
The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest.
Wealth Management
SEPTEMBER 19, 2023
Explore one of the largest and most global family office reports, from Citi Private Bank.
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.
A Wealth of Common Sense
SEPTEMBER 19, 2023
There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation. And the hardest variable to quantify will always be psychology. No one can predict how people are going to feel in the future.
Trade Brains
SEPTEMBER 19, 2023
Top Cryptocurrency Exchanges : Cryptocurrency markets are constantly growing with an increase in investors and traders timely. Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. Here we shall see the importance of cryptocurrency and its top exchanges ranked by its traded volumes on a daily basis.
Million Dollar Round Table (MDRT)
SEPTEMBER 19, 2023
By Bryce Sanders Why don’t your friends and clients send referrals? The answer might be so ridiculous that it is not obvious. Simply, they may be unaware you are accepting new clients. There might be other reasons as well; however, making it clear you are adding new relationships is a good starting point. Why might people think you are closed to new business?
Advisor Perspectives
SEPTEMBER 19, 2023
Rising interest rates are giving sellers an opportunity to broaden their opportunity set.
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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.
Clever Girl Finance
SEPTEMBER 19, 2023
Spending money never gets old, does it? While it’s easy to spend more cash than you mean to, it’s equally difficult to learn how to stop spending money. But it gets easier when you know the benefits of spending less and have a game plan for the future! Table of contents Why do people over spend? How to stop spending money: 5 Key focus areas Expert tip: Focus on improving your habits 5 Tips to help you be mindful with spending money I’ve learned how to stop spending money, now w
Trade Brains
SEPTEMBER 19, 2023
Signatureglobal India IPO Review : Signatureglobal India is coming up with the IPO which is set to be listed on the NSE and BSE. The IPO will be open for subscription on 20th September 2023, closing on 22nd September 2023. In this article, we’ll dive into the strengths and weaknesses of Signatureglobal India IPO review and give you a comprehensive review of their IPO.
The Irrelevant Investor
SEPTEMBER 19, 2023
Today’s Animal Spirits is brought to you by F/m Investments: See here and here for more information on F/m Investments and their Opportunistic Income ETF On today’s show, we discuss: The ‘new not normal’ World to Tokyo – message received Ray Dalio says he doesn’t want to hold bonds, cash ‘is good’ Amateurs pile into 24-hour options: ‘Its just gambling’ Zero-day opt.
Clever Girl Finance
SEPTEMBER 19, 2023
Debt can make finances difficult and cause stress. That being said, it’s important to prioritize paying it off so you can focus on your other goals. The good news is that if you have the right mindset and you use these tips, you’ll understand how to pay off credit cards fast. Table of contents Why debt can hurt your finances How to pay off credit cards fast Expert tip: Pick a few ideas and get started What are the best 3 ways to pay off credit card debt fast?
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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?
Fortune Financial
SEPTEMBER 19, 2023
These days we see no shortage of investment articles about promising megatrends in electrification, artificial intelligence (“AI”), and GLP-1 weight loss treatments. While these exciting new developments garner a lot of attention, there are a number of other secular growth stories that, for investors, are equally worthy of attention. One such growth story is the fundamental shift in how consumers view their household pets.
Random Roger's Retirement Planning
SEPTEMBER 19, 2023
When I was working on yesterday's post I stumbled back into the Return Stacked 60/40 Absolute Return Index which is a portfolio funds blended together with a lot of embedded leverage in pursuit of capital efficiency. It's a very sophisticated portfolio. The high level objective as follows: Normal 0 false false false EN-US X-NONE X-NONE The Index is designed to preserve exposure to core stock and bond allocations, while bolstering expected risk-adjusted returns with non-correlated return streams
Discipline Funds
SEPTEMBER 19, 2023
We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). For those who aren’t familiar, this strategy is based on the asset-liability matching methodology model we constructed which quantifies a “duration” for all asset classes and strategies.
Trade Brains
SEPTEMBER 19, 2023
Just a few days back, at the annual conference of the Society of Indian Automobile Manufacturers (SIAM), Union Minister for Road Transport and Highways Nitin Gadkari made a comment urging the finance minister to impose a pollution tax on every engine that runs on diesel. But things took a wild twist! What began as a well-intentioned proposal got twisted into a rumour that the government is going to impose a 10% GST on diesel-powered vehicles.
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