Wealth Management

SEPTEMBER 4, 2024

Once only a direct-to-consumer play, Boldin is working with independent RIAs and enterprise customers.

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299

Calculated Risk

SEPTEMBER 4, 2024

Wards Auto released their estimate of light vehicle sales for August: August U.S. Light-Vehicle Sales Rise 4%, Ending Two Straight Declines (pay site). Growth was solid in August despite the period’s results equaling a 7-month-low SAAR. However, after rising 3.4% year-over-year in the first five months of 2024, demand over the three months since then has been nearly flat.

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Sales 287

Wealth Management

SEPTEMBER 4, 2024

Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.

Portfolio 298

Portfolio Risk Management Taxes Management 298

Abnormal Returns

SEPTEMBER 4, 2024

Podcasts Barry Ritholtz talks with Eric Balchunas about the importance of falling fund fees. (ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." (bogleheads.podbean.com) Christine Benz and Amy Arnott talk financial fraud with Kathy Stokes, director of Fraud Prevention Programs with AARP.

Estate Planning 264

Estate Planning Retirement Tax Planning Planning 264

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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

Accounting

Wealth Management

SEPTEMBER 4, 2024

New technology allows advisors to create more personalized and efficient bond portfolios.

Portfolio 296

Portfolio 296

Calculated Risk

SEPTEMBER 4, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • 8:15 AM: The ADP Employment Report for August. This report is for private payrolls only (no government). • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 238 thousand initial claims, up from 233 thousand last week.

Government 189

Government 189

The Big Picture

SEPTEMBER 4, 2024

The Best Way to Buy a House Right Now with Jonathan Miller , Miller Samuel (Sept 4, 2024) Buying a house in today’s climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what’s a potential home buyer to do? Jonathan Miller, President of Miller Samuel, discusses the best approaches for purchasing a home today.

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Sales Numbers Marketing Marketing 147

Wealth Management

SEPTEMBER 4, 2024

Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.

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A Wealth of Common Sense

SEPTEMBER 4, 2024

Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Americans Are Really, Really Bullish on Stocks Once-In-Lifetime Wall Street Rally Raises Soft-Landing Stakes Ex-Peloton CEO John Foley gets real about company crash — and his unexpected venture into home decor Economist Eugene Fama: ‘Efficient mark.

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109

Wealth Management

SEPTEMBER 4, 2024

Warren Buffett's three children get control of what to do with the money

Estate Planning 278

Estate Planning Clients Planning 278

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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

Clients

Advisor Perspectives

SEPTEMBER 4, 2024

The latest job openings and labor turnover summary (JOLTS) report showed that job openings slid in July, reflecting cooling hiring. Vacancies decreased to 7.673 million in July from June's downwardly revised level of 7.910 million. The latest reading was below the expected 8.090 million vacancies.

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98

Wealth Management

SEPTEMBER 4, 2024

LPL is acquiring the Bedminster, N.J-based firm The Investment Group, with about $9 billion in managed assets supporting approximately 240 advisors.

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Investing Investments Assets Management 276

Advisor Perspectives

SEPTEMBER 4, 2024

The sharp selloff that wiped a record $279 billion off Nvidia Corp.’s market value on Tuesday has traders scouring charts for clues as to where the pain might end.

Marketing 97

Marketing Marketing 97

Wealth Management

SEPTEMBER 4, 2024

Amendments refresh outdated terminology, references, responsible parties and procedures.

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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.

Management

Advisor Perspectives

SEPTEMBER 4, 2024

There are two radically different visions of our AI future, and they depend on the cost of energy.

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64

Wealth Management

SEPTEMBER 4, 2024

Action on pending bills will likely be postponed until after the election.

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Taxes 256

Advisor Perspectives

SEPTEMBER 4, 2024

Bitcoin's price hovered around $59,000 but has edged lower to $57,000 this past week. BTC is currently up ~30% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 9/3/24.

Marketing 59

Marketing Marketing 59

YouSet Insurance

SEPTEMBER 4, 2024

While one-way insurance covers damage you cause to others in a car accident, two-way insurance also covers damage to your own car.

Insurance 52

Insurance 52

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.

Numbers

Advisor Perspectives

SEPTEMBER 4, 2024

Using infographics to illustrate your firm’s financial planning process is a great way to show the value you provide. Whether in your marketing materials, initial consultations, or new client onboarding, these visuals can help set the stage for a successful and growing relationship.

Financial Planning 52

Financial Planning Planning Consulting Clients 52

Steve Sanduski

SEPTEMBER 4, 2024

Guest: Heather Robertson Fortner , Chief Executive Officer and Chair of the Board of SignatureFD , an integrated and comprehensive wealth management firm with offices in Atlanta, Georgia and Charlotte, North Carolina. The firm was recently named to the Inc. 5000 and has grown from $250 million to more than $8 billion in assets under management during Heather’s tenure with the firm.

Manufacturing 52

Manufacturing Clients Planning Wealth Management 52

Advisor Perspectives

SEPTEMBER 4, 2024

A record number of blue-chip firms swarmed the US corporate bond market on Tuesday, taking advantage of cheaper borrowing costs as they look to issue debt ahead of the US presidential election.

Marketing 52

Marketing Marketing Numbers 52

Trade Brains

SEPTEMBER 4, 2024

Shree Tirupati Balajee Company is coming up with its IPO fresh issue of Rs. 122.43 crores and offer for sale worth Rs. 47.23 crores, totalling Rs. 169.65 crores. which will open on 5 th September 2024. The issue will close on 9 th September 2024 and be listed on the exchange on 12 th September 2024. In this article, we will look at the Shree Tirupati Balajee IPO Review and analyze its strengths and weaknesses.

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Manufacturing Food Certification Sales 52

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.

Accounting

Advisor Perspectives

SEPTEMBER 4, 2024

Bond traders are bracing for wilder market swings in the US than in Europe, as signs the world’s largest economy is faltering fuel bets on a jumbo interest-rate cut from the Federal Reserve.

Economy 52

Economy Marketing Marketing 52

Validea

SEPTEMBER 4, 2024

David Einhorn is a prominent hedge fund manager and the founder of Greenlight Capital. Known for his value-oriented investment approach and activist investing, Einhorn rose to fame in the financial world for his prescient short positions, including his famous short of Lehman Brothers before its collapse in 2008. Einhorn employs a long-short strategy, taking both long positions in undervalued stocks and short positions in overvalued ones.

Healthcare 52

Healthcare Sales Valuation Investing 52

Advisor Perspectives

SEPTEMBER 4, 2024

Equity bulls looking for signs of relief after Tuesday’s stock rout may get a hand from a familiar friend: corporate America.

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52

Validea

SEPTEMBER 4, 2024

The energy sector remains a vital part of the global economy, despite ongoing challenges and the increasing focus on renewable energy. Recent fluctuations in commodity prices, driven by geopolitical events and supply-demand imbalances, have contributed to heightened volatility for energy stocks. Additionally, governments worldwide are pushing forward with policies that favor clean energy, which has added pressure on traditional fossil fuel companies to adapt or face reduced long-term growth pros

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Government Economy Economics Marketing 52

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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.

Accounting

Advisor Perspectives

SEPTEMBER 4, 2024

Successful advisors are persuasive. They understand persuasion is critical to converting prospects into clients and keeping them as clients.

Clients 52

Clients 52

Accounting for Good

SEPTEMBER 4, 2024

The ACNC conducts audits to ensure that organisations comply with the ACNC Act and adhere to their responsibilities under Australian law.

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52

Advisor Perspectives

SEPTEMBER 4, 2024

In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing your financial future.

Investing 52

Investing Investments Risk Management Management 52

Random Roger's Retirement Planning

SEPTEMBER 4, 2024

Two articles with entirely different viewpoints on when and how to retire. The first one from the WSJ is about people taking intermediate length, six to 12 months I'd guess, sabbaticals every so often without prioritizing the potential consequences for retirement planning. A reader left the link to this article and then of course later on Wednesday, I saw it shared elsewhere a half dozen times.

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Retirement Retirement Planning Financial Advisor Planning 45

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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?

Sales