Estate Planning in a Spooky 2024 Landscape
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
Wed.Oct 02, 2024
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Wednesday links: monetizable slop
Abnormal Returns
OCTOBER 2, 2024
Markets The U.S. is roughly 50% of global market cap. (apolloacademy.com) Are small cap stocks declining in quality? (advisorperspectives.com) Finding and exploiting an edge costs both time and money. (riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. (downtownjoshbrown.com) Eli Lilly Can Eli Lilly ($LLY) avoid the boom/bust cycle of other pharma companies?
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Commutation of QTIP Trust Results in Taxable Gift
Wealth Management
OCTOBER 2, 2024
All assets were distributed to the decedent’s husband.
FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
Calculated Risk
OCTOBER 2, 2024
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q2 2024 (just released).
Live Demo - Supercharge your Month End Close
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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
ETF Market Explodes with Over 100 Launches in September
Wealth Management
OCTOBER 2, 2024
Fixed-income strategies dominated, with over 60 new ETFs in that segment alone amid a torrent of new funds.
Personal finance links: enjoying your money
Abnormal Returns
OCTOBER 2, 2024
Podcasts Jill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. (youtube.com) Barry Ritholtz talks with Jeremy Schwartz about stocks for the long run. (ritholtz.com) Khe Hy talks about the pros and cons of cashing out in a company IPO with Rick Foerster. (youtube.com) Dan Haylett talks about the evolution of the 4% safe withdrawal rate with Bill Bengen.
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ADP: Private Employment Increased 143,000 in September
Calculated Risk
OCTOBER 2, 2024
From ADP: ADP National Employment Report: Private Sector Employment Increased by 143,000 Jobs in September; Annual Pay was Up 4.7% Private sector employment increased by 143,000 jobs in September and annual pay was up 4.7 percent year-over-year, according to the September ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Private Business Owners Reveal Their Top Challenges
Wealth Management
OCTOBER 2, 2024
Election season, economic instability and inflation, artificial intelligence and succession planning top the list.
Helping Nervous Clients Understand The (True) State Of The Social Security System And What It Means For Their Retirement
Nerd's Eye View
OCTOBER 2, 2024
Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives).
SEC Enforcement Director Gurbir Grewal to Leave Agency
Wealth Management
OCTOBER 2, 2024
Grewal’s last day will be Oct. 11. He joined the commission in 2021 and has overseen numerous notable cases, including the first actions related to Regulation Best Interest.
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
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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
Heavy Truck Sales Decreased in September
Calculated Risk
OCTOBER 2, 2024
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the September 2024 seasonally adjusted annual sales rate (SAAR) of 477 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Analysts Largely View LPL CEO’s Firing as ‘Isolated Incident’
Wealth Management
OCTOBER 2, 2024
Analysts don’t expect Dan Arnold’s termination to disrupt the day-to-day, and they have confidence in interim CEO Rich Steinmeier and the rest of the management team.
MBA: Mortgage Applications Decreased in Weekly Survey
Calculated Risk
OCTOBER 2, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending September 27, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.3 percent on a seasonally adjusted basis from one week earlier.
WEG Acquires $2.39B Hybrid RIA
Wealth Management
OCTOBER 2, 2024
The deal with FinTrust Capital Advisors adds $2.39 billion in AUM and expands Wealth Enhancement Group’s presence in the Southeast.
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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.
At the Money: Finding Overlooked Private Investments
The Big Picture
OCTOBER 2, 2024
At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. But is that also true for start-ups and venture-funded private companies? As it turns out, it depends on where you look… Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV.
Hightower Firm Altium Tops $6B with New Advisor Duo
Wealth Management
OCTOBER 2, 2024
Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast.
Thursday: Unemployment Claims, ISM Services
Calculated Risk
OCTOBER 2, 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 224 thousand initial claims, up from 218 thousand last week. • At 10:00 AM, the ISM Services Index for September.
Organic Growth in Wealth Management
Wealth Management
OCTOBER 2, 2024
How to build client relationships, the key to advisor success.
What Your Financial Statements Are Telling You—And How to Listen!
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.
At The Money: At the Money: Finding Overlooked Private Investments
The Big Picture
OCTOBER 2, 2024
At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, th
Aquilance Hires Chief Revenue Officer From Morningstar
Wealth Management
OCTOBER 2, 2024
The personal financial administration firm has been building out its C-Suite with an eye towards growth and bringing the technology down-market.
Speaking is Killing Your Webinars and Live Events
Advisor Perspectives
OCTOBER 2, 2024
By aligning your event format with the brain’s natural tendencies, you can create more engaging, effective, and enjoyable experiences for your audience.
When Boomers Might Need a Designated Planner
Wealth Management
OCTOBER 2, 2024
A potentially creative solution to a serious problem.
How to Avoid Pitfalls In Automation: Keep Humans In the Loop
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.
How Often Should Financial Advisors Post on Social Media?
Indigo Marketing Agency
OCTOBER 2, 2024
How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? While there’s no one-size-fits-all answer, the frequency and quality of your posts can make a significant difference in how effectively you engage with your audience.
The Stock Market Is Becoming a Dumping Ground
Wealth Management
OCTOBER 2, 2024
The quality of smaller listed companies has deteriorated as raising private capital becomes easier than ever.
How to Leverage Earned Media for More Referrals
Advisor Perspectives
OCTOBER 2, 2024
Earned media acts as a third-party stamp of approval for your firm, generating more referrals while boosting existing referrals.
Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities
Wealth Management
OCTOBER 2, 2024
What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it?
Book of Secrets on the Month-End Close
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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.
The Stock Market Is Becoming a Dumping Ground
Advisor Perspectives
OCTOBER 2, 2024
A lot of people are worried about the shrinking number of public companies in the US, but quality is an even bigger problem than quantity.
Animal Spirits: The Most Bullish Backdrop
A Wealth of Common Sense
OCTOBER 2, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for more information on which asset classes perform the best as inflation drops Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: List: Ways to donate and help flood victims in Western North Carolina after Hurricane Helene Zillow home listings to feature climate.
Is there a bubble in the solar and EV sectors
Trade Brains
OCTOBER 2, 2024
In the era of technological advancements across the globe, some sectors would benefit the most, such as electric vehicles and solar power. People need to mitigate the risks of Climate change and overcoming these sectors looks promising in the longer run. The companies are trying to grab the opportunities arising from these sectors which various governments push through policies.
5 Digital Marketing Tactics for Tax Advisors
Harness Wealth
OCTOBER 2, 2024
Table of Contents: Tip 1: Create and Optimize Your Website for Lead Generation Tip 2: Leverage Content Marketing to Build Authority Tip 3: Build a Social Media Presence Tip 4: Leverage Email Marketing to Nurture Leads Tip 5: Host Webinars or Virtual Workshops Additional Digital Marketing Tactics for Tax Advisors Building a thriving tax advisory business goes beyond providing excellent tax planning services.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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?
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