Abnormal Returns
APRIL 4, 2024
Books A Q&A with Elizabeth Kolbert author of "H Is for Hope: Climate Change from A to Z." (grist.org) An excerpt from Kathleen DuVal’s upcoming book, "Native Nations: A Millennium in North America." (theatlantic.com) Health Research into treatments for long Covid are ongoing. (nature.com) How ECPR works and how it could become standard procedure.
Nerd's Eye View
APRIL 4, 2024
In its most recent report on U.S. Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. And given the industry's ongoing evolution away from being primarily sales-based and towards a more robust profession driven by deeper service models and long-term client/advisor relationships, many in the industry are genuinely concerned that there simply aren't enough new advisors entering the profession to meet the public's nee
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The Big Picture
APRIL 4, 2024
At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. In this new interest rate regime, TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Full transcript below. ~~~ This week’s guest: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C.
Carson Wealth
APRIL 4, 2024
Your parents taught you everything you know about money. From opening your first checking account to taking out your first car loan, they were always there to guide you. But as your parents get older, they may begin turning to you for help with their finances. How do you begin to navigate this new reverse dynamic? It’s not always easy. There are both practical and emotional challenges to consider before you step in and take over your parents’ financial situation.
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
APRIL 4, 2024
According to J.D. Power’s annual survey on self-directed investors, Fidelity took the top marks for DIY investors seeking guidance, with Charles Schwab following closely behind.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 4, 2024
After accounting for additional risks and fees, the asset class delivers virtually no extra return to investors, according to a study released by the National Bureau of Economic Research.
Calculated Risk
APRIL 4, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For February, Realtor.com reported inventory was up 23.5% YoY, but still down almost 38% compared to March 2017 to 2019 levels. Now - on a weekly basis - inventory is up 25.0% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
APRIL 4, 2024
Delays stemming from a revamp of the federal financial aid application mean many students are making their higher education decisions without key information about the price.
Random Roger's Retirement Planning
APRIL 4, 2024
We have a lot of fun here with backtesting portfolios. The process can be informative but not definitive. If you are going to include backtesting in your investment process, it is important to understand the limitations beyond the boilerplate that past performance doesn't guarantee future results. There was news going around that Daffy.org was adding Bitcoin in 5% or 10% weightings to a couple of its portfolios , presumably to improve returns for otherwise "normal" looking portfolios.
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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
APRIL 4, 2024
AdvicePay's study found the reoccurring fee model remains popular, with 83% of all invoices sent through the service being for subscriptions.
The Irrelevant Investor
APRIL 4, 2024
Today’s Compound and Friends is brought to you by AdvisorShares: See here for more information on the AdvisorShares Dorsey Wright ETFs On today’s show, we discuss: The Q’s just slid into its 5th-longest streak above its 200-day moving average Calpers to invest more than $30B in private markets Why McKinsey is paying staff to leave Tiger Global VC fund closes 63% below target with $2.2B Fidelity adds.
Wealth Management
APRIL 4, 2024
The settlement with the self-directed trading firm comes several weeks after FINRA's first enforcement action targeting firms' use of social media influencers.
Calculated Risk
APRIL 4, 2024
The DOL reported : In the week ending March 30, the advance figure for seasonally adjusted initial claims was 221,000 , an increase of 9,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 210,000 to 212,000. The 4-week moving average was 214,250, an increase of 2,750 from the previous week's revised average.
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
APRIL 4, 2024
Lone Beacon's analysis of email subject lines from advisors found that short subject lines with clear value proposition messaging are best.
Calculated Risk
APRIL 4, 2024
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $68.9 billion in February , up $1.3 billion from $67.6 billion in January, revised. February exports were $263.0 billion, $5.8 billion more than January exports. February imports were $331.9 billion, $7.1 billion more than January imports. emphasis added Click on graph for larger image.
Wealth Management
APRIL 4, 2024
Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.
MainStreet Financial Planning
APRIL 4, 2024
If your child is a sophomore in high school right now, this year is super important for your college funding plan! To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year. The FAFSA uses the Prior-Prior Year income to determine eligibility.
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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
APRIL 4, 2024
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.
A Wealth of Common Sense
APRIL 4, 2024
Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age. Further Reading: The Siren Song of Market Timing The post The Difference Between Market Timing & Risk Management appeared first on A Wealth of Common Sense.
Wealth Management
APRIL 4, 2024
A judge recommended throwing out the case of elderly couple who sued JPMorgan over investments they allege never should have been allowed and ended up wiping out much of their savings.
Calculated Risk
APRIL 4, 2024
On Friday at 8:30 AM ET, the BLS will release the employment report for March. The consensus is for 200,000 jobs added, and for the unemployment rate to be unchanged at 3.9%. There were 275,000 jobs added in February, and the unemployment rate was at 3.9%. From Goldman Sachs economist Spencer Hill We estimate nonfarm payrolls rose by 240k in March —above consensus.
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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
APRIL 4, 2024
Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.
Advisor Perspectives
APRIL 4, 2024
The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash?
Wealth Management
APRIL 4, 2024
With a background in managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services.
Advisor Perspectives
APRIL 4, 2024
In the week ending March 30, initial jobless claims were at a seasonally adjusted level of 221,000, an increase of 9,000 from the previous week's revised figure. The latest reading is above the forecast of 213,000 jobless claims.
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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
APRIL 4, 2024
The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.
Advisor Perspectives
APRIL 4, 2024
The U.S. international trade in goods and services is published monthly by the Bureau of Economic Analysis with data going back to 1992 and details U.S. exports and imports of goods and services. In February, the trade deficit expanded by 1.9% to $68.90B. The latest reading was worse than the forecast of $66.90B.
Wealth Management
APRIL 4, 2024
Michelle McIntyre will step in to oversee national business development, and Michael Goldfader will manage the West Coast.
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