Wealth Management
FEBRUARY 6, 2024
Morningstar profiled the 15 funds that have destroyed the most wealth over the past 10 years. Investors who lost money on a deal are trying to shut down a real estate crowdfunding site. These are among the investment must reads we found this week for wealth advisors.
Abnormal Returns
FEBRUARY 6, 2024
Markets A look at Magnificent Seven valuations. (ft.com) Nvidia ($NVDA) has added some $500 billion market cap in just six weeks or so. (markets.businessinsider.com) Newsletter writers are bullish. (allstarcharts.com) Strategy A long term look at bond yields vs. stock yields. (morningstar.com) What kind of investor are you? (behaviouralinvestment.com) How to pick a proper investment benchmark.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
FEBRUARY 6, 2024
New Exec Ed Stober will work to develop relationships within the nascent family office / CPA structure.
Abnormal Returns
FEBRUARY 6, 2024
Quant Academic research can inform, but saying it 'proves' something stretches credulity. (morningstar.com) There are more problems in academic finance than just p-hacking. (mathinvestor.org) A round-up of recent research white papers including 'Long-Term Private Equity Performance: 2000 to 2023.' (bpsandpieces.com) Active management Institutional investors do a better job buying stocks than selling them.
Advertisement
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
FEBRUARY 6, 2024
Ryan Poterack shuttered his own RIA to join Private Advisor Group’s, as part of the firm’s growing cohort of fee-only advisors.
Calculated Risk
FEBRUARY 6, 2024
Today, in the Real Estate Newsletter: ICE (Black Knight) Mortgage Monitor: "Positive Signs in Housing, Mortgage Markets" Brief excerpt: There have been very few low credit score mortgage originations. During the housing bubble, many of the low credit score loans were made through the private-labeled securities market. • In the absence of any meaningful private-labeled securities market, the rise in FHA delinquencies is worth watching, as FHA and VA loans can be early indicators of broader mortga
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
FEBRUARY 6, 2024
From the NY Fed: Credit Card and Auto Loan Delinquencies Continue Rising; Notably Among Younger Borrowers The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows total household debt increased by $212 billion (1.2%) in the fourth quarter of 2023, to The report is based on data from the New York Fed’s nationally representative Consumer Credit Panel.
Wealth Management
FEBRUARY 6, 2024
The next three months will prove critical in figuring out which of the new funds will be made available to the company’s clients, says LPL's Rob Pettman.
Calculated Risk
FEBRUARY 6, 2024
Notes: This CoreLogic House Price Index report is for December. The recent Case-Shiller index release was for November. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Job Growth Continues to Drive Annual Home Price Gains in December, CoreLogic Reports • Annual U.S. home price growth was 5.5% in December 2023 , the highest rate of appreciation recorded since January 2023. • Year-over-year U.S. home prices have recorded annual gains since
Wealth Management
FEBRUARY 6, 2024
The saying “you get out what you put in” is true for data too.
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.
Calculated Risk
FEBRUARY 6, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Trade Balance report for December from the Census Bureau. The consensus is the trade deficit to be $62.3 billion. The U.S. trade deficit was at $63.2 billion in November.
Wealth Management
FEBRUARY 6, 2024
The “Investor Choice Act” would prohibit b/ds and advisors from mandating client arbitration. Additionally, PIABA and other investor advocates are pressuring the SEC to ban the practice.
Nerd's Eye View
FEBRUARY 6, 2024
Welcome everyone! Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households. What's unique about David, though, is that through his 8 years building Element Pointe and focusing exclusively on high and ultra-high-net-worth clients, he and his partner Ca
Wealth Management
FEBRUARY 6, 2024
The Equity Design Group team cited consolidation at Osaic as one of the reasons for jumping to LPL.
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.
The Big Picture
FEBRUARY 6, 2024
The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:10 [ Barry Ritholtz ] This week on the podcast, I have an extra special guest.
Wealth Management
FEBRUARY 6, 2024
Wealthspire Advisors’ Mike LaMena reveals the secret to building a national RIA with a single identity that empowers advisors to bring their “personal brand” and credibility to local communities and niche markets.
A Wealth of Common Sense
FEBRUARY 6, 2024
Vanity Fair ran a cover story last week about the new Apple Vision Pro: I suppose Tim Cook could have looked a little happier in this picture, but the aesthetics of the Vision Pro are not why you buy it. These things are going to look cringe for a while until we all get used to people wearing tech-laced ski goggles on their faces in public. What matters is the functionality once you’re inside this new world.
Wealth Management
FEBRUARY 6, 2024
The world’s second-largest asset manager added artificial intelligence to four so-called factor-based funds about a year ago just as the ChatGPT frenzy seized global markets.
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
FEBRUARY 6, 2024
As advisors are striving for that truly personal touch with their clients (and how much more personal can you get than eye-to-eye), there is increased interest in more in-person prospecting events. My guest today will discuss how he and his team have unlocked the power of seminars, giving advisors and firms opportunities to make a lasting impression and turn intrigued prospects into clients.
Wealth Management
FEBRUARY 6, 2024
Wednesday, March 13, 2024 | 2:00 PM ET
Advisor Perspectives
FEBRUARY 6, 2024
Here are seven uncommon marketing tactics that were hyper-successful for the firms that used them.
Wealth Management
FEBRUARY 6, 2024
This earnings season has produced results ranging from stellar to disappointing. That’s how diversification works.
Advertisement
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.
Alpha Architect
FEBRUARY 6, 2024
The following factor performance modules have been updated on our Index website. Global Factor Performance: February 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Investment Writing
FEBRUARY 6, 2024
“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” When I was active as a reporter, I never used the ® mark. In fact, I rarely included an interviewee’s CFP designation because space was tight. Upon doing research, I discovered that the rules for me as a reporter and blogger differ from the rules for you as a CFP certificant.
Million Dollar Round Table (MDRT)
FEBRUARY 6, 2024
By Mike Beirne, Round the Table editor To get on an underwriter’s good side, submit an application that gives them a full picture of the client. “If there is full disclosure on something, and a good field agent stated, ‘We saw this issue; we’ve addressed it; this is the answer,’ then that helps the underwriter get to their answer quicker and there’s less pushback,” said Curtis Keehr, director of life underwriting at Prudential Financial.
Advisor Perspectives
FEBRUARY 6, 2024
Here are some of my favorite digital tools that can help make running a growing financial advisory business easier.
Advertisement
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?
The Irrelevant Investor
FEBRUARY 6, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on the best-performing ETFs of 2023 See here to register for the Future Proof Retreat in March! On today’s show, we discuss: Big tech stocks find little room for error after monster run US winning world economic war America Powers On via Goldman Sachs Why Tim Cook is going all in on the Apple Vision Pro GDPNow real GDP estimate.
Advisor Perspectives
FEBRUARY 6, 2024
It’s up to advisors to deploy technology without losing sight of what clients want. Consider these examples.
Trade Brains
FEBRUARY 6, 2024
Entero Healthcare Solutions Limited IPO : coming up with its IPO issue of Rs. 1600 Cr which will open on 9th February 2024. The issue will close on 13th February and be listed on the exchange on 16th February 2024. In this article, we will look at the Entero Healthcare Solutions Limited IPO Review 2024 and analyze its strengths and weaknesses. Keep reading to find out!
Advisor Perspectives
FEBRUARY 6, 2024
Here are seven ways to be great at sales for those who don’t consider themselves “salesy.
Advertisement
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Expert insights. Personalized for you.
311 
Let's personalize your content