Nerd's Eye View

MAY 22, 2024

Non-compete clauses are common features of employment agreements around the business world and are often used to dissuade companies from 'poaching' another's employees, and/or to prevent employees (at least for a certain time period) from taking the knowledge gained from working at one company to a competitor. Which can allow companies to protect the 'investments ' they have made in their employees and maintain continuity amongst their staff.

Financial Advice 219

Financial Advice Commission Clients Financial Advisor 219

Abnormal Returns

MAY 22, 2024

Podcasts Thomas Kopelman and Jacob Turner talk with Abby Davisson about making big life decisions. (podcasts.apple.com) Barry Ritholtz talks with Jan van Eck about sectors going in and out of style. (ritholtz.com) Steve Chen talks with Robert Brokamp about retirement planning and purpose. (newretirement.com) Retirement Don't let too risky a portfolio ruin your retirement.

Retirement Planning 215

Retirement Planning Retirement Portfolio Planning 215

Advisor Perspectives

MAY 22, 2024

Existing home sales fell for a second straight month in April. According to the data from the National Association of Realtors (NAR), existing home sales were down 1.9% from March, reaching a seasonally adjusted annual rate of 4.14 million units. This figure came in lower than the expected 4.21 million. Existing home sales are down 1.9% compared to one year ago.

Sales 111

Sales 111

Wealth Management

MAY 22, 2024

Open, honest and candid discussion about Congress' attempts to foil the DOL fiduciary rule, a Cerulli report on managed accounts, Pontera adding Stifel and more.

Accounting 106

Accounting Management 106

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

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

Calculated Risk

MAY 22, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 17, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 1.9 percent on a seasonally adjusted basis from one week earlier.

Government 93

Government Sales Marketing Marketing 93

Calculated Risk

MAY 22, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2024: Pace of billings decline at architecture firms slows slightly While the AIA/Deltek Architecture Billings Index (ABI) score for the month rose from 43.6 in March to 48.3 in April , it indicates that billings continued to decline at the majority of firms (a score below 50 indicates declining billings).

Clients 86

Clients Economics Investing Investments 86

Wealth Management

MAY 22, 2024

Ranging from whiskey to venture capital funds, the Alto Marketplace focuses on “true alternative assets” with long-term holds.

Investing 115

Investing Investments Assets 115

AdvicePay

MAY 22, 2024

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report.

Financial Planning 82

Financial Planning Compliance Planning Management 82

Wealth Management

MAY 22, 2024

As RIAs continue to consolidate, the industry will soon see a $1 trillion AUM firm emerge, Clark predicted at Schwab’s Institutional Investor Day.

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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.

Banking

Advisor Perspectives

MAY 22, 2024

There are two words financial advisors don’t say enough. “I’m sorry.

Clients 116

Clients Financial Advisor 116

Wealth Management

MAY 22, 2024

Tom Walrond, senior vice president and division director, will replace Tash Elwyn as president of Raymond James & Associates, among other senior leadership changes.

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A Wealth of Common Sense

MAY 22, 2024

Today’s Animal Spirits is brought to you by Franklin Templeton and the CME Group: See here to learn more about the Franklin International Core Dividend Tilt Index ETF (DIVI) See here for more information and education on futures and options across all major asset classes On today’s show, we discuss: Public markets are a small part of the economy Investors are striking gold all over ‘Dumb money&#821.

Education 79

Education Economy Assets Marketing 79

Wealth Management

MAY 22, 2024

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

Recruitment 103

Recruitment Sales 103

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.

Financial Advice

Calculated Risk

MAY 22, 2024

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.14 million SAAR in April Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 1.9% year-over-year compared to March 2023. This was the thirty-second consecutive month with sales down year-over-year.

Sales 67

Sales 67

Wealth Management

MAY 22, 2024

Nearly a third of them are still providing financial support to adult-age children and extended family members.

Retirement 113

Retirement 113

Calculated Risk

MAY 22, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 220 thousand initial claims, down from 222 thousand last week. • Also at 8:30 AM, Chicago Fed National Activity Index for April. This is a composite index of other data. • At 10:00 AM, New Home Sales for April from the Census Bureau.

Sales 62

Sales Manufacturing 62

Wealth Management

MAY 22, 2024

Aidan Walsh is the latest hire at the firm staked by Constellation Wealth Capital.

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111

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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.

Banking

Advisor Perspectives

MAY 22, 2024

Bitcoin and Ether both surged this week with BTC up 14% and ETH up over 30% from one week ago. Here's the latest charts on three of the largest cryptocurrencies by market share through 5/21/24.

Marketing 59

Marketing Marketing 59

Wealth Management

MAY 22, 2024

Wealthy individuals with a red flag on their tax returns are more at risk.

Taxes 115

Taxes 115

Trade Brains

MAY 22, 2024

From Barter to Bank. Barter systems might have worked in ancient times, but imagine trying to trade a chicken for a haircut today! Banks have revolutionized the way we handle money. They provide a secure and efficient infrastructure for transactions, eliminating the need for cumbersome bartering and making our financial lives significantly easier. ICICI Bank, a leading player in the Indian financial landscape, goes beyond traditional banking to empower individuals on their financial journey.

Banking 59

Banking Government Retail Electronics 59

Wealth Management

MAY 22, 2024

A new report finds families underestimate risks and potential threats.

Clients 111

Clients 111

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

Tobias Financial

MAY 22, 2024

Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns. Tap into Chad’s wealth of experience and analytical acumen, as he provides valuable perspectives to help you navigate the markets with confidence.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Wealth Management

MAY 22, 2024

A comprehensive guide to family conflict and asset distribution.

Distribution 100

Distribution Assets 100

NAIFA Advisor Today

MAY 22, 2024

Arlington, VA – The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by Carroll Golden , Executive Director of NAIFA's Centers of Excellence. This revolutionary stencil is integrated into the Asset-Map software platform , enhancing the toolkit available to financial advisors.

Assets 52

Assets Financial Planning Financial Advisor Planning 52

Advisor Perspectives

MAY 22, 2024

More than one in 10 Americans with federal student loans have been approved for some measure of debt relief under President Joe Biden, the White House said, as it announced a new round of forgiveness.

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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.

Communication

Calculated Risk

MAY 22, 2024

From the Fed: Minutes of the Federal Open Market Committee, April 30–May 1, 2024. Excerpt: Participants observed that while inflation had eased over the past year, in recent months there had been a lack of further progress toward the Committee's 2 percent objective. The recent monthly data had showed significant increases in components of both goods and services price inflation.

Transportation 48

Transportation Food Marketing Marketing 48

Advisor Perspectives

MAY 22, 2024

A surprisingly strong earnings season for big tech reaches its grand finale Wednesday afternoon when Nvidia Corp., the artificial intelligence chipmaking giant, reports its results and gives a much anticipated outlook that could set the tone for the second half of the year.

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Wealth Management

MAY 22, 2024

Transcript of Episode 107 of 401(k) Real Talk.

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