The Big Picture
SEPTEMBER 12, 2023
The transcript from this week’s, MiB: Jon McAuliffe, the Voleon Group , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Jon McAuliffe appeared first on The Big Picture.
Abnormal Returns
SEPTEMBER 12, 2023
Macro stuff It's hard building macro models given all the data revisions. (mrzepczynski.blogspot.com) Why revisions to price indices can be large. (libertystreeteconomics.newyorkfed.org) Fixed income A look at bond market returns during a yield curve inversion. (thinkadvisor.com) There are different ways to measure fixed income factors. (insights.finominal.com) Liquid alts How to replicate managed futures funds.
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Nerd's Eye View
SEPTEMBER 12, 2023
Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count. What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporti
The Big Picture
SEPTEMBER 12, 2023
The 50 Most Valuable Companies in the World in 2023 The post Most Valuable Companies appeared first on The Big Picture.
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.
Alpha Architect
SEPTEMBER 12, 2023
Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
SEPTEMBER 12, 2023
The headline number for the NFIB Small Business Optimism Index decreased to 91.3 in August, as small business owners continued to report inflation as their biggest problem. The latest reading was worse than the forecast of 91.6 and marked the 20th consecutive month the index has been below the series average of 98.
Wealth Management
SEPTEMBER 12, 2023
By combining the right strategies and embracing change, RIAs can adapt to the evolving market landscape and create a legacy that withstands the test of time.
Calculated Risk
SEPTEMBER 12, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in August A brief excerpt: This is the second look at local markets in August. I’m tracking a sample of about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
SEPTEMBER 12, 2023
Publicly-traded REITs are largely relying on unsecured debt at fixed rates, avoiding some of the rancor caused by rising interest rates.
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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.
Trade Brains
SEPTEMBER 12, 2023
Best Harmonic Patterns : Chart patterns are an important tool of technical analysis for traders to build strategies with a better understanding of price movements. Harmonic patterns are the type of chart patterns formed more precisely with price movements to identify the accurate entry, stop loss and targets in security. Here we shall discuss the meaning of Harmonic patterns and the 5 best harmonic patterns to trade with their formation and entry/exit opportunities.
Wealth Management
SEPTEMBER 12, 2023
A federal class-action lawsuit accuses Yardi Systems and 18 property management firms of rent-fixing across the country, reported Bisnow. A Citigroup survey found that its family office clients are increasingly looking for direct investments, including in the real estate sector, according to Bloomberg. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
SEPTEMBER 12, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Jump Higher Mortgage rates are noticeably higher to start the new week for most lenders although some lenders increased their costs nearly as much on Friday. Between the two business days (banks were closed on Monday), the average lender is up between 0.125% and 0.25% from Thursday afternoon. [ 30 year fixed 7.21% ] emphasis added Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage
Wealth Management
SEPTEMBER 12, 2023
With the “free money” well running dry, compliance is one area that heavily regulated firms should think long and hard about before cutting to conserve cash.
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.
A Wealth of Common Sense
SEPTEMBER 12, 2023
According to the National Association of Realtors, the median price of a house in the United States is worth $190,000 more than it was a decade ago. If you’ve owned a house for more than 3 years or so, you’re likely sitting on some nice gains. Those gains were not evenly distributed but across the various income levels, homeowners have made a good chunk of change: The pandemic-related housing gains are unlik.
Calculated Risk
SEPTEMBER 12, 2023
Tomorrow the BLS will release inflation data for July. The consensus is for a 0.6% increase in CPI, and a 0.2% increase in core CPI. The consensus is for CPI to be up 3.6% year-over-year (up from 3.3% in July) and core CPI to be up 4.3% YoY (down from 4.7% in July). Here is a preview from Goldman Sachs economists Manuel Abecasis and Spencer Hill: We expect a 0.24% increase in August core CPI (vs. 0.2% consensus), corresponding to a year-over-year rate of 4.30% (vs. 4.3% consensus).
Diamond Consultants
SEPTEMBER 12, 2023
How to think about transition deals when evaluating a firm or model: 5 key considerations. Why do advisors switch firms? Most industry experts could rattle off a laundry list of reasons: more freedom and control, the ability to serve clients better, access to a greater array of products and services, better work-life situation for the advisor and team…the list goes on.
Million Dollar Round Table (MDRT)
SEPTEMBER 12, 2023
By Louis Andrew Ang Gimenez As I look back on my journey of embarking on my second career as a financial advisor, it was daunting. I started from nothing, and I had a family who depended on me. I needed to quickly get on my feet. By learning how to use H.I.G.H. to continuously and consistently focus on my whys in growing the business, I was able to support my family and qualify for MDRT.
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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.
The Irrelevant Investor
SEPTEMBER 12, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts latest product enhancement webinar covering the proposal tool with RWM COO Nick Maggiulli and here for a month of free access with YCharts! On today’s show, we discuss: Apple tests limits for most expensive iPhones AI – The hot stocks of the decade? Tropical Bros Shirts: See here for Animal Spirits x Tropical Bros shirts and here for m.
Aleph
SEPTEMBER 12, 2023
Image Credit: Aleph Blog || Has the return on assets for public equities permanently risen? The return on bonds has risen for now. From the last piece: “At March 31st, 2023, the S&P 500 was priced to return 2.41%/year over the next ten years. Given the rally since then, that return has shrunk to 0.49%/year. Currently the 10-year Treasury yields 3.76%.
Wealth Management
SEPTEMBER 12, 2023
President Thomas Carroll will take over the role from Andy Berg on Jan. 1.
Conneqtor
SEPTEMBER 12, 2023
In the ever-evolving landscape of financial advice, where trust and competence are paramount, providing extraordinary service & engagement can be your key to success and a way to set yourself apart from competitors. Let’s start with the question: why does exceptional service and engagement matter in the world of financial advice?
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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!
Advisor Perspectives
SEPTEMBER 12, 2023
Understanding and managing your firm’s practice growth multiplier is your ticket to enduring success, higher profits, and a more rewarding practice.
Trade Brains
SEPTEMBER 12, 2023
What an exciting week it’s been! A historic day for India’s stock market! The last time people were this excited was when MRF, a famous tire company, crossed the Rs. 1 crore mark. On September 11, Nifty 50 reached a massive 20,000 points, rising almost 1% from the previous day. This journey to 20,000 has taken a long time. Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number.
Advisor Perspectives
SEPTEMBER 12, 2023
Our commentary on household income distribution focuses on average household incomes over the 50+ year history of this data series. The analysis offers some fascinating insights into U.S. household incomes, but misses the implications of age for income. In this update, we examine household income from a different perspective with a focus on age bracket.
Wealth Management
SEPTEMBER 12, 2023
Wednesday, September 27, 2023 | 4:15 PM ET
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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.
Advisor Perspectives
SEPTEMBER 12, 2023
Everyone — from moms and pops to corporate treasurers and the mega asset managers — is piling in, won over by a unique opportunity: To lock in a 5% yield, and protect themselves from uncertainty over the US economy.
FMG
SEPTEMBER 12, 2023
We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. How To Identify Your Ideal Client Avatar via Advisorpedia Niching down and identifying your ideal audience is key to the success of your business. Not only are you working with a group that best fits your business model, but you’re getting more for your marketing dollar.
Advisor Perspectives
SEPTEMBER 12, 2023
Why has there been a reluctance within the advisory profession to actively collect, much less leverage client experience feedback?
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