Abnormal Returns
DECEMBER 14, 2023
Markets Some data matters more than others for the stock market. (theirrelevantinvestor.com) All the price trends are headed in the right direction. (capitalspectator.com) Global The FTSE 100 trades around 10x earnings. (economist.com) Why Japanese retail investors are notoriously equity-averse. (ft.com) Strategy Historically the stock market recovers to all-time highs, sometimes it just takes time.
Nerd's Eye View
DECEMBER 14, 2023
In the world of financial advisors, tradition often emphasizes technical numbers, structure, and a firm focus on solving financial problems. However, in practice, forging a human connection – such as sitting around a fire and having a conversation, digging into emotions, feelings, fears, and things that really matter – and tying it to a client's mindset surrounding their financial priorities and goals can be a powerful way to encourage individuals to explore and reassess their perspe
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Abnormal Returns
DECEMBER 14, 2023
Books A Q&A with Kelly and Zach Weinersmith co-authors of "A City on Mars: Can We Settle Space, Should We Settle Space, and Have We Really Thought This Through?" (insidehook.com) An excerpt from "The Greatest Capitalist Who Ever Lived: Tom Watson Jr. and the Epic Story of How IBM Created the Digital Age" by Ralph Watson McElvenny and Marc Wortman.
The Big Picture
DECEMBER 14, 2023
At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? Mutual funds or ETFs? On today’s edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Listen to find out which is right for you.
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.
Discipline Funds
DECEMBER 14, 2023
It’s been a doozy of a few months for the bond markets as 10 year interest rates surged from 4% during the Summer to over 5% in October and then round tripped all the way back. Two months ago when the rate was over 5% there was constant chatter of a resurgence in inflation and a lack of demand for new bond issuance. But in the last six weeks interest rates have plummeted on expectations of lower inflation and an easier Federal Reserve in 2024.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
DECEMBER 14, 2023
Top Indian Stocks held by BlackRock : BlackRock is a global Investment firm incorporated in The United States in 1999. The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. The Company is an Investment manager to Individuals, Educational and non-profit Organizations, Pension Funds, Insurance Companies, and governments.
NAIFA Advisor Today
DECEMBER 14, 2023
NAIFA 2023 President Bryon Holz , CLU, ChFC, LUTCF, CASL, LACP, and 2024 President Tom Cothron , LUTCF, FSCP, cut the ribbon on NAIFA's new national headquarters in Arlington, VA, in early December. Also participating in the ceremony were NAIFA Past Presidents Tom Michel , LACP, CLTC, and Larry Holzberg , LUTCF, LACP.
Wealth Management
DECEMBER 14, 2023
Steve Lockshin, founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow untethered, particularly in the independent space.
Dear Mr. Market
DECEMBER 14, 2023
Dear Mr. Market: Can you imagine how you would be feeling if you had acted upon the advice from all the doom and gloomers the past year? How some of these financial “gurus” and economic pundits still have an audience is fascinating!?! Want to know why they still have a platform and hold many people’s attention? Fear sells. That’s it.
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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
DECEMBER 14, 2023
Lincoln National Corp. is shedding its two broker/dealers and RIAs in a deal that adds about 1,450 advisors and $108 billion in assets to Osaic's network.
Calculated Risk
DECEMBER 14, 2023
On a monthly basis, retail sales were down 0.1% from October to November (seasonally adjusted), and sales were up 4.1 percent from November 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for November 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $705.7 billion, up 0.3 percent from the previous month , and up 4.1 percent above November 2022.
Wealth Management
DECEMBER 14, 2023
Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
Calculated Risk
DECEMBER 14, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending December 9, 2023 • Active inventory increased, with for-sale homes 4.0% above year ago levels. Active listings in the past week grew by 4.0% above the previous year, the 5th straight week of annual growth. However, active listings are still declining seasonally, with listings down 1.1% compared with the previous week and down 4.2% compared to the late se
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Wealth Management
DECEMBER 14, 2023
Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.
The Irrelevant Investor
DECEMBER 14, 2023
Today’s Compound and Friends is brought to you by Kraneshares: See here for more information on the KFA Mount Lucas Managed Futures Index Strategy ETF ($KMLM) On today’s show, we discuss: 75 facts from 2023 The tide turns for renters as asking rents post biggest decline in over 3 years You’re better off going all in on stocks than bonds, new research finds Only stocks for the long run?
Wealth Management
DECEMBER 14, 2023
New to the U.S. market, Capitaliz has rolled out a set of valuation tools for advisors working with business-owner clients.
Advisor Perspectives
DECEMBER 14, 2023
In the week ending December 9, initial jobless claims were at a seasonally adjusted level of 202,000, a decrease of 19,000 from the previous week's revised figure. The latest reading is lower than the forecast of 220,000.
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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
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
Advisor Perspectives
DECEMBER 14, 2023
Month-over-month nominal retail sales in November were up 0.3% and up 4.09% year-over-year. However, after adjusting for inflation, real retail sales were up 0.2% MoM and up 0.94% year-over-year.
Wealth Management
DECEMBER 14, 2023
The MAX S&P 500 4X Leveraged ETNs, which launched last week with the eye-catching XXXX ticker, promise to quadruple the daily returns of the benchmark index.
Advisor Perspectives
DECEMBER 14, 2023
The Census Bureau's Advance Retail Sales Report for November revealed a 0.3% increase in headline sales compared to October, highlighting a rebound to consumer spending after October's brief dip in sales. The latest figure was higher than the anticipated 0.1% monthly decline. Core sales (ex Autos) beat expectations by increasing 0.2% in November compared to the expected 0.1% decline.
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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
DECEMBER 14, 2023
Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
Trade Brains
DECEMBER 14, 2023
Suraj Estate Developers IPO Review: India’s real estate sector is booming due to an increasing population, urbanization, and business interest from around the world. This growth presents a promising investment opportunity. This investment opportunity has presented itself in the form of an IPO of Suraj Estate Developers Limited. The IPO will open for subscription on December 18, 2023 and close on December 20, 2023.
Wealth Management
DECEMBER 14, 2023
Envestnet paid about $590 million for Yodlee in 2015.
Calculated Risk
DECEMBER 14, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, The New York Fed Empire State manufacturing survey for December. The consensus is for a reading of 3.5, down from 9.1. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for November.
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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.
Million Dollar Round Table (MDRT)
DECEMBER 14, 2023
By Matt Pais, MDRT Content Specialist Have your staff members ever had a misunderstanding about who was responsible for what? Or have you tried to teach a new employee to do something, only to realize you didn’t know enough about the role of the person whose job they were taking over? You’re not alone, and many MDRT members have seen the need to simplify this process of communication and staffing.
Calculated Risk
DECEMBER 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: The Coming Fed Rate Cuts and the Impact on Mortgage Rates A brief excerpt: Following the FOMC meeting, Goldman Sachs economists wrote: The soft PPI report on Tuesday morning combined with downward revisions to prior months implies that core PCE inflation was only 0.07% month-on-month and—as Chair Powell noted in the press conference—only 3.1% year-on-year in November.
Advisor Perspectives
DECEMBER 14, 2023
Biodiversity is an emerging, and increasingly important, issue for managers to consider in investment management. To date, we have found that due to limited data, tools and knowledge, the integration of biodiversity factors in investment research remains limited. Within the investment community, calls are growing to measure the impact and dependencies on biodiversity in portfolios.
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