Wealth Management

AUGUST 26, 2024

And why it's so hard to create one.

Financial Advisor 299

Financial Advisor 299

Abnormal Returns

AUGUST 26, 2024

Strategy Why pessimism sells on Wall Street. (optimisticallie.com) You can't just lock in money market rates. (obliviousinvestor.com) Finance Building a better global market index. (ft.com) The big index fund managers have a problem on their hands. (humbledollar.com) Ukraine How Ukraine successfully invaded Kursk. (ig.ft.com) How Ukraine defeated Russia in the Black Sea.

Financial Advising 279

Financial Advising Media Economy Taxes 279

Wealth Management

AUGUST 26, 2024

The monthly advisor index improved slightly for both the market and the economy.

Economy 289

Economy Marketing Marketing 289

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. (youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. (kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry.

Taxes 263

Taxes Financial Advising Financial Advice Assets 263

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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

AUGUST 26, 2024

The generation first in line to benefit from the Great Wealth Transfer is surprisingly underserved.

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279

Nerd's Eye View

AUGUST 26, 2024

For most of its history, the financial advice industry has been very slow to change. Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place over decades and, in many cases, are still ongoing.

Communication 152

Communication Commission Financial Advice Planning 152

Advisor Perspectives

AUGUST 26, 2024

As tough as financial advisors claim to be, we still get nervous about “firing” clients, too. When we say “graduate,” that is our delicate way of handling an uncomfortable situation. It’s a cheap, but effective way to massage the misgivings that we have about terminating client relationships.

Clients 116

Clients Financial Advisor 116

Wealth Management

AUGUST 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Management 278

Management Portfolio Management Portfolio Clients 278

Alpha Architect

AUGUST 26, 2024

An AI analyst trained to digest corporate disclosures, industry trends, and macroeconomic indicators surpasses most analysts in stock return predictions. AI wins when information is transparent but voluminous. Humans provide significant incremental value in “Man + Machine,” which also substantially reduces extreme errors. From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses was originally published at Alpha Architect.

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Wealth Management

AUGUST 26, 2024

This year’s new ETFs rank among the most expensive of the decade.

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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

A Wealth of Common Sense

AUGUST 26, 2024

Today’s Talk Your Book is sponsored by Calamos Investments: On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss investing in the small-cap space. On today’s show, we discuss: Navigating profitable and unprofitable small-cap stocks Calamos’ favorite small-cap sectors Fighting macro headwinds within small caps Why this asset class has flown under the rad.

Portfolio Management 98

Portfolio Management Portfolio Assets Investing 98

Advisor Perspectives

AUGUST 26, 2024

Expectations heading into Nvidia Corp.’s Wednesday report are high, with analysts anticipating another strong consensus beat that could prompt the chipmaker to raise its profit guidance.

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Financial Symmetry

AUGUST 26, 2024

We all have visions of our ideal retirement. However, our financial plans can quickly veer off-course if we haven’t appropriately managed our risks. On this episode of Financial Symmetry, Greg Suggs from Greg Suggs Insurance joins me to discuss how … Continued The post Risks to Your Ideal Retirement, Ep #223 appeared first on Financial Symmetry, Inc.

Retirement 67

Retirement Financial Planning Insurance Planning 67

Advisor Perspectives

AUGUST 26, 2024

To make an organizational change effort stick, you have to start with the people, not with KPIs or quotas. If you want to move your firm to a client-centric model, you need to consider influencing factors such as your organizational structure and culture, the way employees feel about their work, and how management feels about shaking things up.

Clients 64

Clients Management 64

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

Random Roger's Retirement Planning

AUGUST 26, 2024

Seven months ago I wrote about the then brand new Defiance Treasury Alternative Yield Fund (TRES). It was a derivative income fund that bought short term treasuries and sold option combos on ETFs like iShares 20+ Year Treasury ETF (TLT). The fund closed in late July. TLTW owns TLT and sells covered calls against that ETF. In March, I guess treasuries got hit a little bit in March, TRES got destroyed and then continued to deteriorate from there.

Asset Allocation 52

Asset Allocation Assets Taxes Portfolio 52

Advisor Perspectives

AUGUST 26, 2024

Seven of our eight indexes on our world watch list have posted gains through August 26th, 2024. The U.S.'s S&P 500 finished in the top spot with a YTD gain of 18.43%. Tokyo's Nikkei 225 finished in second with a YTD gain of 13.88% while India's BSE SENSEX finished in third with a YTD gain of 13.64%.

Marketing 59

Marketing Marketing 59

Cornerstone Financial Advisory

AUGUST 26, 2024

Weekly Market Insights | August 26th, 2024 The Dow Jones Industrial Average picks up. Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The Dow Jones Industrial Average picked up 1.27 percent.

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

AUGUST 26, 2024

New orders for manufactured durable goods rose to $289.65B in July, the highest level since November. This represents a 9.9% increase from the previous month and better than the expected 4.0% growth. The series is up 1.3% year-over-year (YoY). If we exclude transportation, "core" durable goods were down 0.2% from the previous month and up 0.6% from one year ago.

Transportation 59

Transportation Manufacturing 59

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

Validea

AUGUST 26, 2024

Shareholder yield is a comprehensive measure of the value a company returns to its shareholders through various means. It combines three key components: dividend yield, share repurchases, and debt reduction. Dividend yield represents the cash payments made directly to shareholders, while share repurchases increase the ownership stake of existing shareholders by reducing the number of outstanding shares.

Distribution 52

Distribution Taxes Numbers Portfolio 52

Advisor Perspectives

AUGUST 26, 2024

Economic indicators are released every week to provide insight into a country’s overall economic health. They serve as essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.

Economics 52

Economics Financial Market Marketing Marketing 52

Trade Brains

AUGUST 26, 2024

ECOS (India) Mobility & Hospitality Company is coming up with its IPO offer for sale worth Rs. 601.20 crores, which will open on 28 th August 2024. The issue will close on 30 th August 2024 and be listed on the exchange on 4 th September 2024. In this article, we will look at ECOS India Mobility & Hospitality IPO Review and analyze its strengths and weaknesses.

Transportation 52

Transportation B2B B2C Assets 52

Advisor Perspectives

AUGUST 26, 2024

The market’s 8.5% decline during August sent shockwaves through the media and investors. The drop raised concerns about whether this was the start of a larger correction or a temporary pullback. However, a powerful reversal, driven by investor buying and corporate share repurchases, halted the decline, leading many to wonder if the worst is behind us.

Marketing 52

Marketing Marketing Media 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

Don Connelly & Associates

AUGUST 26, 2024

I met an Advisor at Merrill Lynch in Detroit who told me a very interesting story. Listen to the audio episode or read the transcript below, adapted from the video, to learn an important lesson about client service. The post The Elevator Repair Story appeared first on Don Connelly & Associates.

Clients 52

Clients Management 52

Advisor Perspectives

AUGUST 26, 2024

In his annual Jackson Hole speech, Fed Chair Powell assessed the post-pandemic U.S. economy and suggested rate cuts are coming soon.

Economy 52

Economy 52

Investment Writing

AUGUST 26, 2024

Can you spot what’s wrong in the image below? Please post your answer as a comment. I wonder if the author dictated their text. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for August 26: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

Investing 52

Investing Investments 52

Advisor Perspectives

AUGUST 26, 2024

The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for August. The latest general business activity index came in at -9.7, up from -17.5 last month. This marks the highest level for the index since January 2023 but is the 28th consecutive month the index has been in contraction territory.

Manufacturing 52

Manufacturing 52

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Accounting

Norman Marks

AUGUST 26, 2024

I want to share a couple of techniques I used when building the audit plan and then the audit scope, and for assessing the level of risk presented by a control failure. The first is like a reverse root cause analysis when there is a control failure. (See this earlier post.

Planning 49

Planning Compliance Government 49

Advisor Perspectives

AUGUST 26, 2024

I have listened to people bellyache about the Federal Reserve my entire adult life: Alan Greenspan lowered interest rates too much after the dot-com crash in 2000. Ben Bernanke printed too much money to bail out banks during the 2008 financial crisis.

Banking 52

Banking 52

Zoe Financial

AUGUST 26, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 26th, 2024 Watch Time: 3.2 minutes Welcome to this week’s Market Drama! Stock Market Updates: S&P 500 was up 1.4% for the week. Up 18% year-to-date, less than 1% away from all-time highs. Nasdaq was up 1.4% for the week. All stocks (small/large cap) signal a confirmation of the direction of monetary policy.

Marketing 40

Marketing Marketing Taxes Economics 40

Advisor Perspectives

AUGUST 26, 2024

Mark Zuckerberg may have a history of copying of others’ ideas, but when it comes to navigating the generative AI hype cycle, he’s the one forging a smarter path.

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52

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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