Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Adam Holt. Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.

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Assets Financial Advisor Financial Planning Insurance 206

Abnormal Returns

JUNE 6, 2023

Correlations Stocks and bonds don't always move in opposite directions. (econofact.org) Although used interchangeably, hedging and diversification are two different things. (insights.finominal.com) Research Kai Wu, "While Quality seeks firms that are profitable today, Intangible Value seeks those investing in profitability tomorrow." (sparklinecapital.com) Is there a premium for 'sin stocks'?

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Valuation Investing Investments Marketing 164

The Reformed Broker

JUNE 6, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Apple Vision Pro – “Laugh all you want, everyone’s retirement is riding on this” ►MegaCap Tech – “Mega-cap tech has drawn comparisons to the internet stocks of the late 1990s.” The post Coinbase Is Basically Outlawed Now appeared first on The Reformed Brok

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Retirement Investing Investments Marketing 130

Abnormal Returns

JUNE 6, 2023

Markets Managed futures have bounced back after a rough Q1. (rcmalternatives.com) Using asset class return forecasts is a bad way to invest. (klementoninvesting.substack.com) Are commodities a broken asset class? (monevator.com) Crypto With Binance, the SEC is only accelerating its crackdown on crypto. (slate.com) The SEC is focused on Coinbase's ($COIN) staking service.

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Financial Advising Media Economy Assets 130

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

The Reformed Broker

JUNE 6, 2023

Final Trades: Uber, Charles Schwab, Enphase & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Wealth Management

JUNE 6, 2023

A drop in demand for industrial space amid massive new product deliveries portends a potential glut of new product. Coupled with higher interest rates and worries about a recession, it’s forcing investors to rethink their acquisition strategies.

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Advisor Perspectives

JUNE 6, 2023

The S&P 500 real monthly averages of daily closes peaked in November of 2021 and 2022 was a bear market. Let's examine the past to broaden our understanding of the range of historical trends in market performance.

Marketing 105

Marketing Marketing 105

Trade Brains

JUNE 6, 2023

Gujarat Fluorochemicals Vs Navin Fluorine: Many chemical companies gave multi-bagger returns recently making their investors richer and promoters multi-millionaire. As the rally has plateaued, does it make sense to buy a chemical stock? If yes, then which sub-sector. In this article, we’ll perform a comparative analysis of two companies in the fluorochemicals space: Gujarat Fluorochemicals vs Navin Fluorine International and see if they can be good bets for the coming quarters.

Planning 103

Planning Manufacturing Electronics Pharmaceutical 103

Wealth Management

JUNE 6, 2023

Historic levels of new multifamily construction might threaten the profits of large REITs with holdings in the Sunbelt, reported The Wall Street Journal. Delinquencies on CMBS loans backed by office buildings rose the most in five years this May, according to Trepp figures. These are among today’s must reads for real estate investors.

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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

Calculated Risk

JUNE 6, 2023

With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through May 2023, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).

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Marketing Marketing 95

Wealth Management

JUNE 6, 2023

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Wealth Management 111

Wealth Management Management 111

Discipline Funds

JUNE 6, 2023

There has been a heated debate in recent months about the risk of recession. On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In a way both of these groups have been right. The economy has decelerated sharply in the last year, but we aren’t seeing data that is consistent with what the NBER would define as a “recession” So how concerned s

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Economy Asset Allocation Valuation Communication 90

Wealth Management

JUNE 6, 2023

As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time.

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Planning 88

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

JUNE 6, 2023

Before firms can find out the best way forward, there’s a series of questions that need answers.

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Wealth Management Management 98

Wealth Management

JUNE 6, 2023

The deal with Altas Partners is expected to raise over $1 billion in common equity and bring the Mercer’s valuation to north of $3 billion.

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Valuation 98

Clever Girl Finance

JUNE 6, 2023

What influential women do you have in your life? Whether it’s your mom, best friend, favorite female celebrity, or influencer, there’s no doubt that it’s important to have women in our lives that we can look up to and learn from. Find out what the habits of successful women are and how to make them part of your life! Table of contents 1.

Planning 72

Planning Media Electronics Budgeting 72

Wealth Management

JUNE 6, 2023

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Wealth Management 97

Wealth Management Management 97

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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

MarketWatch

JUNE 6, 2023

The Securities and Exchange Commission charged digital-asset exchange Coinbase Global Inc. COIN with operating an unregistered national securities exchange, brokerage and clearing agency. The SEC also charged the company for offering its crypto staking service without registering with the agency. “We allege that Coinbase, despite being subject to the securities laws, commingled and unlawfully offered exchange, broker-dealer, and clearinghouse functions,” SEC Chairman Gary Gensler said in a state

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Commission Assets Marketing Marketing 76

Wealth Management

JUNE 6, 2023

Wealth and health are the major determining factors regarding retirement spending.

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Retirement 116

MarketWatch

JUNE 6, 2023

Shares of Boeing Co. BA dropped 2% in midday trading Tuesday after the aerospace and defense company said it found new problems with its 787 Dreamliner jets, according to reports. The defect, which is not a flight safety concern, is connected with a stabilizer fitting, and will lead the company to inspect planes in inventory before delivery. Boeing in April identified problem with another jet family, the 737 Max, related to fittings.

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Marketing Marketing 75

Wealth Management

JUNE 6, 2023

Take off your financial advisor cap and put on your unlicensed therapist tweed.

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Planning Financial Advisor 103

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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

MarketWatch

JUNE 6, 2023

Merck & Co. MRK on Tuesday filed a lawsuit against the federal government over the Medicare drug price negotiation program established last year as part of the Inflation Reduction Act. The program does not involve genuine negotiation but is “tantamount to extortion,” Merck alleged in the complaint, claiming that the “singular purpose of this scheme is for Medicare to obtain prescription drugs without paying fair market value.

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Government Marketing Marketing 75

Advisor Perspectives

JUNE 6, 2023

Fixed income indices have helped modernize fixed income markets by providing a method for standardization. Fixed income tradable indices go a step further by underlying tradable instruments like ETFs and swaps and thereby building a bridge to investor implementation and actionable insight. Learn how fixed income indices are playing a key role in the evolution of the credit ecosystem.

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Marketing Marketing 52

MarketWatch

JUNE 6, 2023

White House spokesman John Kirby said Tuesday that the Biden administration “cannot say conclusively what happened at this point” to the Kakhovka dam in Ukraine. “What we absolutely can say is that the damage to the Ukrainian people and to the region will be significant,” Kirby told reporters during a briefing. When asked if it’s more likely that Russian forces are responsible rather than Ukrainian forces, Kirby said U.S. officials haven’t made that determination.

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Marketing Marketing 75

Advisor Perspectives

JUNE 6, 2023

Many advisors are moving away from commission-based compensation and toward fee-based models. Beyond the increased transparency and reduced conflicts of interest, there are many reasons that both advisors and clients prefer fee-based models. Even so, advisors have many questions: Will my revenue go down? How are my clients going to react? How do I price my services?

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Commission Clients 52

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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

MarketWatch

JUNE 6, 2023

The U.S. Securities and Exchange Commission on Tuesday asked a judge to grant a temporary restraining order to freeze assets tied to Binance.US. The agency on Monday charged Binance Holdings Inc. and its founder Changpeng Zhao with 13 securities law violations. The suit alleged that Binance created U.S.-only trading arms, BAM Trading and BAM Management US Holdings Inc., to avoid having its main exchanges, which were outside the U.S., fall under U.S. regulatory scrutiny.

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Assets Commission Management Marketing 75

Calculated Risk

JUNE 6, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Trade Balance report for April from the Census Bureau. The consensus is the trade deficit to be $75.4 billion. The U.S. trade deficit was at $64.2 Billion in March.

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MarketWatch

JUNE 6, 2023

Ryman Hospitality Properties Inc. RHP is down 1.6% in premarket trades Tuesday after it agreed to pay $800 million for a resort in Texas from a Blackstone Inc. BX fund, and said it would issue 3.5 million shares of stock. Ryman and Blackstone Real Estate Income Trust agreed that Ryman would purchase the JW Marriott San Antonio Hill Country Resort & Spa in San Antonio, Texas, according to a statement issued late Monday.

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Marketing Marketing 75