Abnormal Returns
JANUARY 8, 2024
Markets Six reasons to bullish. Six reasons to be bearish. (ritholtz.com) The 10 biggest FTSE 100 companies by market cap, over time. (ft.com) What you need to know about the spread on mortgage bonds. (housingbrief.com) Finance The spot Bitcoin ETF price war is already on. (axios.com) Property and casualty insurance providers are struggling to keep up with weather-related claims.
Nerd's Eye View
JANUARY 8, 2024
Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. These changes all have the potential to change the industry by shifting the current focus on selling financial products (including financial plans themselves) to providing a more in-depth and p
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Abnormal Returns
JANUARY 8, 2024
Podcasts Michael Kitces talks adviser well-being with Stevyn Guinnip who is the founder of Grow Wellthy, a health and wellness consulting firm. (kitces.com) Thomas Kopelman and Jacob Turner talks with Julia Gurner about the power of working with a coach. (podcasts.apple.com) Career Why it's so important to invest in the next generation of advisers. (riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.
Calculated Risk
JANUARY 8, 2024
Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate increased in Q4; Office Vacancy Rate in "Uncharted Territory" at Record High A brief excerpt: From Moody’s: The national office vacancy rate rose 40 bps to a record-breaking 19.6% , shattering the previous record of 19.3% set twice previously: once in 1986 driven by a five-year period of significant inventory expansion and the other in 1991 during the Savings and Loans Crisis.
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.
Wealth Management
JANUARY 8, 2024
When the end of a monetary tightening cycle is near, real estate investment trusts outperform. All signs indicate positive returns will continue in 2024, argues Edward F. Pierzak, senior vice president of research for the National Association of Real Estate Investment Trusts.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 8, 2024
Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.
Carson Wealth
JANUARY 8, 2024
2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. Some investors worry the decline during the normally bullish end-of-year/early-new-year period may be sending a negative signal. But we believe stocks simply needed a breather and don’t view it as a significant warning sign.
Wealth Management
JANUARY 8, 2024
What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.
Alpha Architect
JANUARY 8, 2024
Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: January 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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
JANUARY 8, 2024
The opening session of the Heckerling Conference focused on estate planning tips for "modest"estates, those between $2 and $20 million.
XY Planning Network
JANUARY 8, 2024
Looking forward to 2024 and beyond, our Executives sat down and captured their beliefs and memorialized goals for our advocacy efforts in a vision statement. All of us here at XYPN are on a mission to help others live their great lives and our advocacy efforts are a direct extension of that mission—for our members, their clients, and all fiduciary planners.
Wealth Management
JANUARY 8, 2024
Since taking over as CEO in 2019 following co-founder Jud Bergman’s death in 2019, the company Crager co-founded has weathered several storms.
Good Financial Cents
JANUARY 8, 2024
Systeme.io has emerged as a versatile tool in the digital marketing landscape, often met with initial skepticism due to its bold claim of being an all-encompassing, free platform. This skepticism is not uncommon; many assume that a free, all-in-one software solution might compromise on quality. However, as experienced firsthand, Systeme.io defies these expectations, offering robust functionality that genuinely surprises new users.
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
JANUARY 8, 2024
The race-to-the-bottom on fees is a feature of the highly competitive $8 trillion US ETF industry, where even a couple of basis points of difference can translate into millions of dollars worth of inflows.
Cornerstone Financial Advisory
JANUARY 8, 2024
Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough first week of the new year, with tech names leading the week’s decline. Several market observers called it the “reverse Goldilocks” effect, where the market decided investors were getting a little too excited over the prospec
Wealth Management
JANUARY 8, 2024
The 10-person Retirement Visions team left Securities America to harness technology, compliance and administrative support by Redhawk Wealth Ventures.
Advisor Perspectives
JANUARY 8, 2024
Multiple jobholders account for 5.4% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
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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
JANUARY 8, 2024
Board chairman James Fox will serve as Envestnet's interim CEO until a successor is found following Bill Crager's departure.
Advisor Perspectives
JANUARY 8, 2024
Only one of the eight indexes on our world watch list has posted gains through January 8, 2024. The U.S.'s S&P 500 finished in the top spot with a YTD gain of 0.44%. Tokyo's Nikkei 225 finished in second with a YTD loss of 0.26% while Germany's DAXK finished in third with a YTD loss of 0.32%.
Wealth Management
JANUARY 8, 2024
Dubbed BXPE, the fund will invest in private strategies including startups, fund stakes and the buyouts that Blackstone Chief Executive Officer Steve Schwarzman is known for.
Alpha Architect
JANUARY 8, 2024
We examine the research around the question of what the proper framework for building a defensive factor strategy is. Is a quantitative defensive factor strategy feasible? Yes. was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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
JANUARY 8, 2024
Record keepers are the biggest inhibitors to more extensive implentation of PEPs, or pooled employer plans.
Calculated Risk
JANUARY 8, 2024
From Manheim Consulting today: Wholesale Used-Vehicle Prices Decrease in December, End Year Down 7.0% Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 0.5% in December from November. The Manheim Used Vehicle Value Index (MUVVI) dropped to 204.0, down 7.0% from a year ago. Compared to December 2021, used-vehicle values are down nearly 21%.
Wealth Management
JANUARY 8, 2024
Is ESG investing sustainable? Speakers at Heckerling discuss ESG investing within the lens of estate planning.
Sara Grillo
JANUARY 8, 2024
While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform.
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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.
Wealth Management
JANUARY 8, 2024
Modern Portfolio Theory is out of date thanks to mainstream access to alternative investments.
Advisor Perspectives
JANUARY 8, 2024
The conventional wisdom is that lower interest rates stimulate economic activity, and higher rates dampen it. But new research casts doubt on this hypothesis.
Wealth Management
JANUARY 8, 2024
Firms such as Carlyle Group Inc. and KKR & Co. are among those building so-called evergreen funds.
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