Nerd's Eye View

SEPTEMBER 11, 2023

When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing ongoing services (e.g., annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well.

Financial Planning 204

Financial Planning Planning Recruitment Clients 204

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. (rationalreminder.libsyn.com) Michael Kitces talks with Olivia Luper who is the Founder of Lexicon Advisor Marketing. (kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families.

Wealth Management 144

Wealth Management Estate Planning Financial Advice Financial Planning 144

The Big Picture

SEPTEMBER 11, 2023

Future Proof 2023 kicked off yesterday, and it was everything we were hoping it would be. After overnight drizzle, the weather cooperated, and the sun came out the first-day crowd was substantial. I’ll have more photos and stories of the entire event as the week progresses. Today is my MiB live with AQR’s Cliff Asness, as well as a slew of other great content.

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Wealth Management

SEPTEMBER 11, 2023

Advisors, reps and leaders from throughout the industry discussed diversity, equity and inclusion issues during a think tank held in conjunction with the 2023 WealthManagement.com Industry Awards.

Wealth Management 117

Wealth Management Management Clients 117

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.

Accounting

Alpha Architect

SEPTEMBER 11, 2023

Trend follower nerd alert: This study is important because it offers a comprehensive analysis of TS momentum strategies, its unifying framework that links performance to underlying variables, and its practical implications for investors seeking to enhance their understanding of momentum investing and improve their portfolio performance. Trend Following and Momentum Turning Points was originally published at Alpha Architect.

Portfolio 115

Portfolio Investing Investments 115

Calculated Risk

SEPTEMBER 11, 2023

From Dodge Data Analytics: Dodge Momentum Index Drops 6.5% in August The Dodge Momentum Index (DMI), issued by Dodge Construction Network, declined 6.5% in August to 178.0 (2000=100) from the revised July reading of 190.3. Over the month, the commercial component of the DMI fell 1.6%, while the institutional component fell 14.8%. “Overall activity remains above historical norms, but weaker market fundamentals continue to undermine planning growth,” said Sarah Martin, associate director of foreca

Healthcare 112

Healthcare Planning Education Economics 112

Wealth Management

SEPTEMBER 11, 2023

Banks are likely to remain conservative when it comes to lending on commercial real estate, according to Bisnow. Land & Buildings is once again seeking board changes at Ventas, reports The Wall Street Journal. These are among the must reads from around the real estate investment world to start the new week.

Banking 111

Banking Investing Investments 111

Trade Brains

SEPTEMBER 11, 2023

R R Kabel IPO Review: R R Kabel Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 13, 2023, and close on September 15, 2023. In this article, we will look at R R Kabel IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP. Keep reading to find out! R R Kabel IPO Review – About The Company Founded close to two decades ago, RR Kabel is one of the leading wires, cables and fast-moving electrical goods (FMEG) manufacturing com

Manufacturing 105

Manufacturing Distribution B2C Sales 105

Wealth Management

SEPTEMBER 11, 2023

If approved, the US spot Bitcoin ETF market has the potential to grow into a $100 billion juggernaut in time, according to Bloomberg Intelligence estimates.

Marketing 119

Marketing Marketing 119

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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

Trade Brains

SEPTEMBER 11, 2023

Recently, UPI made a record by crossing a whopping 10 billion transactions in a month. But that’s not all; the real game-changer is the first UPI ATM in India, which was launched at the Global Fintech Fest 2023 in Mumbai from September 5th to 7th. This UPI ATM allows customers to access cash without the need for a debit card, revolutionising the way we handle our money.

Banking 105

Banking Accounting Portfolio Investing 105

Wealth Management

SEPTEMBER 11, 2023

Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.

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Planning 117

Calculated Risk

SEPTEMBER 11, 2023

Today, in the Calculated Risk Real Estate Newsletter: Q2 Update: Delinquencies, Foreclosures and REO A brief excerpt: In 2021, I pointed out that with the end of the foreclosure moratoriums, combined with the expiration of a large number of forbearance plans, we would see an increase in REOs in late 2022 and into 2023. And there was a slight increase.

Distribution 98

Distribution Numbers Planning 98

Indigo Marketing Agency

SEPTEMBER 11, 2023

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy. Lisa breaks down the process as follows: “Once an article is written and proofed by the writing team, and approved by the advisor and account manager, they hand it off to me.

Financial Advisor 96

Financial Advisor Accounting Management Clients 96

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

Advisor Perspectives

SEPTEMBER 11, 2023

It’s an important time for Medicare beneficiaries to optimize their healthcare coverage and costs, and financial advisors are in the perfect position to guide clients through this crucial planning opportunity.

Healthcare 95

Healthcare Financial Advisor Clients Planning 95

Carson Wealth

SEPTEMBER 11, 2023

Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, August and September can be tricky. September, specifically, has been the worst month of the year looking back 10 years, 20 years, and since 1950. It has also been the worst performer during pre-election years.

Marketing 93

Marketing Marketing Government Economy 93

Wealth Management

SEPTEMBER 11, 2023

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera

Taxes 107

Taxes 107

XY Planning Network

SEPTEMBER 11, 2023

Whether you’ve just made the decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Team. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is invited to meet with our Member Experience Team from the first day

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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

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!) Expert tip: You can use more than one investing website!

Investing 84

Investing Investments Education Accounting 84

Wealth Management

SEPTEMBER 11, 2023

The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.

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Clever Girl Finance

SEPTEMBER 11, 2023

On your road to building financial wealth and developing your financial wellness, one of the most important things to remember is to diversify, diversify, diversify. Diversifying includes broadening your investment portfolio to include highly liquid investments. Table of contents What is the definition of liquidity? Highly liquid investments 101 Why are highly liquid investments important?

Investing 72

Investing Investments Accounting Assets 72

Wealth Management

SEPTEMBER 11, 2023

Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies.

Wealth Management 100

Wealth Management Banking Management Investing 100

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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!

Accounting

Financial Symmetry

SEPTEMBER 11, 2023

At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing their talents, and providing them with opportunities to excel. Financial … Continued The post Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle Become Partners at Financial Symmetry appeared first on Financial Symmetry, Inc.

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CFP Investing Investments 64

A Wealth of Common Sense

SEPTEMBER 11, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss the state of crypto going into the Fall of 2023. On today’s show, we discuss: The Value Exchange Webinar with Fidelity Digital Assets An update on cry.

Assets 64

Assets 64

Advisor Perspectives

SEPTEMBER 11, 2023

New research shows that stocks have historically been a poor hedge against inflation over anything but very long horizons.

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Wealth Management

SEPTEMBER 11, 2023

Virtual meetings require a different approach.

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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

Trade Brains

SEPTEMBER 11, 2023

SAMHI Hotels IPO Review: SAMHI Hotels Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 14, 2023, and close on September 18, 2023. In this article, we will look at SAMHI Hotels IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP. Keep reading to find out! SAMHI Hotels IPO Review – About The Company SAMHI Hotels Limited, Incorporated in 2010, is a branded hotel ownership and asset management platform in India with the 3rd

Assets 59

Assets Portfolio Management Engineering 59

Advisor Perspectives

SEPTEMBER 11, 2023

Six of the eight indexes on our world watch list posted gains through September 11, 2023. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 24.42%. The U.S.'s S&P 500 finished in second with a YTD gain of 17.35% while France's CAC 40 finished in third with a YTD gain of 9.88%.

Marketing 59

Marketing Marketing 59

Wealth Management

SEPTEMBER 11, 2023

The ninth annual awards were held on Sept. 7 at the Ziegfeld Theater in New York City, honoring 80 companies and executives in the wealth management space.

Wealth Management 60

Wealth Management Management 60