Nerd's Eye View
NOVEMBER 18, 2024
In recent years, AI has become an increasingly common feature in advisor technology. The possibilities at the intersection of AI and financial advice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field. What might the field of financial advice even look like in 10 years?
The Big Picture
NOVEMBER 18, 2024
Well, that was a lot more fun than I expected! I submitted the final manuscript for my new book, How Not to Invest , last week. The final edit will involve some back-and-forth, but the writing is finished. I recall “ Bailout Nation ” as more of a slog, in part because so much of it happened in real-time. I constantly rewrote entire chapters as various companies blew up.
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Calculated Risk
NOVEMBER 18, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Didn't Move Much Over The Weekend The average top tier conventional 30yr fixed rate was just a hair over 7% on Friday afternoon and the same is true at the start of the new week. As for the risk of more serious volatility, the only sure bet is that the first two weeks of December are the most important 2 weeks left in 2024.
Abnormal Returns
NOVEMBER 18, 2024
Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. (standarddeviationspod.com) Brendan Frazier talks with Doug and Heather Boneparth about the keys to success for a couple. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life. (justincastelli.io) Taxes Some speculation on what is next for the TCJA.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Calculated Risk
NOVEMBER 18, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the third look at local markets in October. I’m tracking over 40 local housing markets in the US.
Wealth Management
NOVEMBER 18, 2024
In the 401(k) universe, there are lobbyists and associations for everyone but plan participants. Who's looking out for their best interest?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 18, 2024
Clarion Partners' Brent Jenkins details the overall health and investment opportunities within private real estate.
International College of Financial Planning
NOVEMBER 18, 2024
At 46, I found myself at a turning point. My education had been in engineering, and I spent over two decades working in technical IT roles. For most of my career, money was just a paycheck—a way to cover expenses and stay secure. I never thought much about how to make it grow or work for me. However, everything started to change when I moved into IT consultancy.
Wealth Management
NOVEMBER 18, 2024
Jon Frojen, who spent the last four years as Osaic's CFO, replaces John Gray, who recently moved into the chief accounting officer role at Beacon Pointe.
Cordant Wealth Partners
NOVEMBER 18, 2024
This article covers what a donor-advised fund is and why you should consider one. We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Wealth Management
NOVEMBER 18, 2024
The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.
Don Connelly & Associates
NOVEMBER 18, 2024
Despite the shortfalls of artificial intelligence (AI) in the financial advisory business in that it cannot replace advisors as relationship builders, there are several ways advisors can embrace AI to achieve higher efficiency and have more time for the human element of the business. We know that AI is rapidly transforming industries, and the financial services sector is no exception.
Wealth Management
NOVEMBER 18, 2024
In his new role as CEO at Direxion, Douglas Yones will be responsible for leading the company’s strategic vision and growth plans.
Validea
NOVEMBER 18, 2024
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. From Aswath Damodaran’s spicy thoughts on the Berkshire annual meeting (spoiler: he’s not a fan) to Cem Karsan’s mind-bending perspective on options being the “dog” rather than the “tail,” we’re breaking down six of the hottest takes from 2024.
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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
NOVEMBER 18, 2024
In a motion filed this week, Sanctuary claimed there was “no evidence” a FINRA sanction against a Sanctuary subsidiary had “any adverse economic effect” on EverNest’s business.
Random Roger's Retirement Planning
NOVEMBER 18, 2024
One of the pre-market emails that Bloomberg sends out included a passage on Monday morning noting that 96% of all ETFs are up in 2024 which is a very high percentage. Many ETFs are up a lot of course but " popular gauges tracking hedge-fund returns are scoring much smaller victories." The article goes on to say " higher-fee strategies have proved too complex for their own good " implying long short funds generally but without naming names which was disappointing.
Cornerstone Financial Advisory
NOVEMBER 18, 2024
Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent. The Dow Jones Industrial Average lost 1.24 percent.
XY Planning Network
NOVEMBER 18, 2024
No matter the size of your business or whether you have no current plans to hire that first team member, it’s never too early to begin or, in some cases, continue defining and evolving your company’s culture. Establishing an ownership mentality mindset is vital to include in your culture.
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.
Norman Marks
NOVEMBER 18, 2024
As a practitioner, you may feel you have the tools, techniques, and processes to identify, analyze, and assess risks. But are you analyzing them as a single point of effect/impact and its likelihood, or do you have the tools to identify and evaluate a range/distribution of possible impacts/consequences, each of which has its own likelihood?
Zoe Financial
NOVEMBER 18, 2024
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 18th, 2024 Watch Time: 3.7 minutes Welcome to this week’s Market Drama! Stock Market Updates The S&P 500 was down 2% for the week. Up 23% YTD. Nasdaq was down even more, down 3%. Up 24.4% YTD. Economic Updates: October Consumer Price Index (CPI) came in at 2.6%.
Advisor Perspectives
NOVEMBER 18, 2024
Our model, How America Spends, has been tracking the purchasing behavior of 135 million U.S. households since 2014. This model is not a black box – it is a data file representing the spending of 135 million households on goods and services since 2014.
SEI
NOVEMBER 18, 2024
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors
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.
Advisor Perspectives
NOVEMBER 18, 2024
The S&P 500 index has had a spectacular run from its October 2022 trough to its present all-time peak, which has some (me included) wondering when the bull market will end. I approach this question in three steps.
SEI
NOVEMBER 18, 2024
SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability
Advisor Perspectives
NOVEMBER 18, 2024
Seven of our eight indexes on our world watch list have posted gains through November 18, 2024. The U.S. S&P 500 finished first with a year-to-date gain of 24.26%. The Hong Kong's Hang Seng finished second with a year-to-date gain of 16.61%. The Tokyo's Nikkei 225 finished in third with a year-to-date gain of 14.21%.
Zoe Financial
NOVEMBER 18, 2024
Navigating Charitable Giving Updated November 18th, 2024 Reading Time: 4 minutes Written by: The Zoe Team A charitable giving strategy can help give to the organizations you care about and get the tax deductions for which you are entitled. Managing finances in the face of complex tax changes can sometimes feel like attending a one-year-old’s birthday party.
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.
Advisor Perspectives
NOVEMBER 18, 2024
Market prognosticators and the financial media will often point to a particular piece of anecdotal evidence as bullish or bearish. Quite often, the evidence is intuitively appealing as a contrarian indicator.
Zoe Financial
NOVEMBER 18, 2024
Navigating Charitable Giving Updated November 18th, 2024 Reading Time: 4 minutes Written by: The Zoe Team A charitable giving strategy can help give to the organizations you care about and get the tax deductions for which you are entitled. Managing finances in the face of complex tax changes can sometimes feel like attending a one-year-old’s birthday party.
Advisor Perspectives
NOVEMBER 18, 2024
Morgan Stanley strategist Michael Wilson, well known for his bearish views on US equities in recent years, has an outright bullish outlook for 2025.
Calculated Risk
NOVEMBER 18, 2024
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 46, up from 43 last month. Any number below 50 indicates that more builders view sales conditions as poor than good. From the NAHB: Builder Confidence Moves Higher as Election Uncertainty is Lifted Builder sentiment improved for the third straight month and builders expect market conditions will continue to improve with Republicans winning control of the White House and Congress.
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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.
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