Nerd's Eye View

DECEMBER 11, 2024

"How much can I spend in retirement?" is perhaps the most fundamental question a client brings to their advisor. Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

The Big Picture

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? We discuss how to obtain “Fitness Alpha.” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute.

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Food Portfolio Management Marketing 147

Abnormal Returns

DECEMBER 11, 2024

Markets Bull markets don't typically last just a couple of years. (carsongroup.com) How to game the strategist annual price target game. (awealthofcommonsense.com) Bitcoin Who's left to buy Bitcoin? (howardlindzon.com) Nothing about a strategic Bitcoin reserve makes sense. (disciplinefunds.com) Microsoft ($MSFT) isn't adding Bitcoin to its balance sheet.

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Startup Retail Media Economy 162

Wealth Management

DECEMBER 11, 2024

The deal will help SEI provide tax optimization unified managed household capabilities across the SEI Wealth Platform.

Taxes 274

Taxes Management 274

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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

Abnormal Returns

DECEMBER 11, 2024

Podcasts Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. (ritholtz.com) Jack Forehand and Matt Zeigler talk lessons learned from Ben Carlson. (podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.

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Retirement Financial Advice Taxes Financial Planning 147

Wealth Management

DECEMBER 11, 2024

Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantors current objectives.

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Wealth Management

DECEMBER 11, 2024

The firms new report finds there is unmet demand among financial advisors for ETFs with alternative investment strategies.

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Financial Advisor Investing Investments 261

Calculated Risk

DECEMBER 11, 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, up from 213 thousand last week. Also at 8:30 AM, The Producer Price Index for November from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.2% increase in core PPI.

Accounting 147

Accounting 147

Wealth Management

DECEMBER 11, 2024

Lally, who announced the news from The MarketCounsel Summit stage, will be responsible for helping RIA clients meaningfully engage with the firms products and services.

Clients 248

Clients 248

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. How do you ensure your messaging cuts through the noise and drives prospects to take action with your firm?

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Financial Advisor Communication Media Clients 52

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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

Wealth Management

DECEMBER 11, 2024

FINNY, the AI-powered lead generation and prospecting platform will use the $4.2 million in funding to build new capabilities and scale the product.

Startup 245

Startup 245

Steve Sanduski

DECEMBER 11, 2024

01 What Triggers the Need to Transition Clients to a New Advisor? Transitioning clients between advisors within a financial firm can be a challenging and emotionally charged process. Whether you’re a senior advisor looking to move into a CEO role, managing the burnout that comes from decades of client reviews, or preparing for retirement, having a well-defined system in place ensures that clients remain well-served and your firm operates efficiently.

Financial Advisor 52

Financial Advisor Clients Communication Planning 52

Wealth Management

DECEMBER 11, 2024

Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one transformations, emphasizing the importance of gradual integration and alignment with a firms culture.

Management 240

Management 240

SEI

DECEMBER 11, 2024

New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities

Taxes 105

Taxes 105

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

Validea

DECEMBER 11, 2024

Here is the latest update for December from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation. Despite the market’s run in December, the median stock’s valuation remained fairly steady Using the current year PE Ratio, stocks look more expensive.

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Valuation Marketing Marketing Sales 52

Carson Wealth

DECEMBER 11, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds).

Taxes 52

Taxes Wealth Advisor CFP Portfolio 52

Random Roger's Retirement Planning

DECEMBER 11, 2024

The ReturnStacked guys aren't the only ones talking about portable alpha lately. This paper from Aspect Capital has some interesting thoughts. First, was a bit of a history lesson covering the failure of the portable alpha strategy during the Financial Crisis. The big idea in simple terms is to add something that offers the potential to outperform the basic building blocks of stocks and bonds and do so via leverage.

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Portfolio Management Math Taxes 52

Carson Wealth

DECEMBER 11, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of keeping a binder of your personal information. The post Importance of a Binder appeared first on Carson Wealth.

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Wealth Advisor CFP 52

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

Leading Advisor

DECEMBER 11, 2024

As the year draws to a close, its natural to reflect on whats been accomplished and set the stage for whats to come. Now is… The post Chart Your Success for the New Year: Lets Talk Strategy appeared first on Leading Advisor - Simon Reilly.

Financial Advisor 52

Financial Advisor 52

Carson Wealth

DECEMBER 11, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up. The post Estate Planning appeared first on Carson Wealth.

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Estate Planning Planning Wealth Advisor CFP 52

A Wealth of Common Sense

DECEMBER 11, 2024

Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for 20% off your initial YCharts Professional subscription (new customers only) Go to meetfabric.com/spiritsfor more information on life insurance from Fabric by Gerber Life Get a random Animal Spirits chart here On today’s show, we discuss: Memo From the Chief Economist: Lament of a Bear Beware CAPE Crusaders: Limitations of Shiller.

Insurance 57

Insurance 57