The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. How can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
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Wealth Management
JANUARY 24, 2024
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
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.
Calculated Risk
JANUARY 24, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI December 2023: Architecture firm billings remain soft to end the year Nearly one third of firms report an uptick in significantly delayed projects over the past six months Business conditions at architecture firms remained soft to close out 2023, with an AIA/Deltek Architecture Billings Index (ABI) score of 45.4 for December (any score below 50 indicates declining billings).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
JANUARY 24, 2024
Today’s Animal Spirits is brought to you by YCharts: See here to get 20% off your initial YCharts subscription for new customers. See here to register for the Future Proof Retreat in March! On today’s show, we discuss: The $8.8T cash pile that has stock market bulls salivating Americans are suddenly a lot more upbeat about the economy The US seems to be dodging a recession.
Wealth Management
JANUARY 24, 2024
WPCG and HGGC have partnered up again, this time in Dallas, to support an inorganic growth strategy at a well-positioned RIA.
Meb Faber Research
JANUARY 24, 2024
Guest: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Recorded: 1/17/2024 | Run-Time: 49:41 Summary: Jared’s back on the podcast to talk about his book titled, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal […] The post Episode #518: Jared Dillian on the Keys to Live a Stress-Free Financial Life appeared first on Meb Faber Research -
Wealth Management
JANUARY 24, 2024
Two of our editorial advisory board members on the Modern Practice Committee, to share their views on this important interaction.
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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.
Calculated Risk
JANUARY 24, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 19, 2024. The results include an adjustment to account for the MLK holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 3.7 percent on a seasonally adjusted basis from one week earlier.
Advisor Perspectives
JANUARY 24, 2024
Bitcoin's price fell below $40,000 this week and is now down ~10% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 1/23/24.
Wealth Management
JANUARY 24, 2024
Cetera has done more than 12 such transactions in the past year.
Advisor Perspectives
JANUARY 24, 2024
Financial advisors new to a niche can position themselves as experts in their chosen area before fully recognizing themselves as such by using these six strategies.
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.
Wealth Management
JANUARY 24, 2024
Best practices to avoid estate tax inclusion and unforeseen liabilities
Calculated Risk
JANUARY 24, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Gross Domestic Product, 4th quarter and Year 2023 (Advance estimate). The consensus is that real GDP increased 1.8% annualized in Q4. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 200 thousand initial claims, up from 187 thousand last week. • Also at 8:30 AM, Durable Goods Orders for December.
Wealth Management
JANUARY 24, 2024
Creating competition while managing expectations and risks.
Trade Brains
JANUARY 24, 2024
Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). Starting as a stockbroker, ARWL has grown into a versatile force, helping wealthy individuals and families achieve financial freedom. ARWL stock gave a stellar return of 233% in just one year.
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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.
Wealth Management
JANUARY 24, 2024
It’s time to get educated before it’s too late.
Trade Brains
JANUARY 24, 2024
Best Small Cap IT Stocks: Artificial Intelligence, Machine Learning & Cloud Platforms. These three words are used aggressively by one key sector. A sector that has been supporting the entire world with its intangible infrastructure. If you haven’t guessed it already? then we are talking about the Information Technology sector. Today, let’s look up some of these undiscovered gems, that might have great monetary value to add to the market.
Advisor Perspectives
JANUARY 24, 2024
Financial advisors are gearing up for a successful year and preparing for client reviews. We offer four actionable ideas and practices to help advisors address some key concerns many investors are having about the year ahead.
Calculated Risk
JANUARY 24, 2024
From WardsAuto: January U.S. Light-Vehicle Sales Lukewarm; Unusually Strong Increase to Inventory Expected (pay content). Brief excerpt: There is upside to January’s sales outlook, which could help alleviate excesses, but rising inventory for some vehicles, including electric vehicles, fullsize pickups and SUVs, plus some individual models in other segments, is leading to some Q1 production slowdowns.
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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!
Wealth Management
JANUARY 24, 2024
As with any relationship, the key lies in the level of communication between the owner and the newly hired professional manager.
Calculated Risk
JANUARY 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in December A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in December. I’ve added a comparison of active listings, new listings, and closings to the same month in 2019 (for markets with available data).
Advisor Perspectives
JANUARY 24, 2024
The Fed may have set the inflation fire, but the same Fed under Paul Volcker also helped extinguish it. I will examine the change in mindset at the Fed in the mid- to late 1970s.
FMG
JANUARY 24, 2024
According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. So why are so few financial advisors marketing to millennials ? The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt.
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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.
Indigo Marketing Agency
JANUARY 24, 2024
In case you haven’t noticed, the finance world is changing fast! To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. So, here are the top influencers to watch this year. 1. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
NAIFA Advisor Today
JANUARY 24, 2024
Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals. As a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP), Delvin offers investment advisory services for retirement, education, and small business planning.
Indigo Marketing Agency
JANUARY 24, 2024
In case you haven’t noticed, the finance world is changing fast! To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. So, here are the top influencers to watch this year. 1. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
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