Abnormal Returns
JANUARY 17, 2024
Crypto Vanguard's decision to ban the purchase of Bitcoin ETFs should not be all that surprising. (riabiz.com) How Bitcoin ETFs are akin to gold ETFs a couple decades ago. (peterlazaroff.com) Is the spot Bitcoin ETF the beginning of something? (caia.org) Drizly Uber ($UBER) is shutting down Drizly. (techcrunch.com) The demise of Drizly is not the end of booze delivery.
The Big Picture
JANUARY 17, 2024
At The Money: Meir Statman on What Investors Really Want , (January 17, 2024) What do investors really want? Long-term capital appreciation and income are the obvious answers. But, it turns out, they actually want a lot more than that. I speak with Professor Meir Statman of Santa Clara University — he is an award-winning expert on investor behavior and financial decision-making.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
JANUARY 17, 2024
Podcasts Barry Ritholtz talks investor incompetence with Prof. David Dunning. (ritholtz.com) Peter Lazaroff talks with Brad Stulberg, author of "Masters of Change." (peterlazaroff.com) Robin Powell talks retirement planning with Justin King author of "The Retirement Café Handbook: Nine Accelerators for a Successful Retirement." (evidenceinvestor.com) Frazer Rice talks with Jenny Rozelle about the roles and responsibilities in trust and estate documents.
Nerd's Eye View
JANUARY 17, 2024
In late 2022, OpenAI launched ChatGPT, an Artificial Intelligence (AI) driven, natural-language processing tool that offered the public the ability to conduct seemingly human conversations with a chatbot and generate a seemingly endless array of sophisticated content, including essays, emails, computer code, meal plans, fictional stories, and song lyrics, to name just a few.
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.
Advisor Perspectives
JANUARY 17, 2024
I asked our authors and guest contributors the following question: Given the availability of spot bitcoin ETFs, would you recommend them (or any other cryptocurrency allocation) to your clients?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 17, 2024
Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity.
NAIFA Advisor Today
JANUARY 17, 2024
NAIFA CEO Kevin Mayeux , CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine. Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers.
Advisor Perspectives
JANUARY 17, 2024
The Census Bureau's Advance Retail Sales Report for December revealed a 0.6% rise in headline sales compared to November, highlighting a second straight month of increased consumer spending. The latest figure was higher than the anticipated 0.4% monthly growth. Core sales (ex Autos) also beat expectations by increasing 0.4% in December compared to the expected 0.2% growth.
Trade Brains
JANUARY 17, 2024
Cipla Vs Sun Pharmaceutical : Pharma companies bear enormous responsibility for producing medicines and monetizing the time and effort spent on research and development for years by using patent protection. In this article, we will compare Cipla Vs Sun Pharmaceutical, both of which are involved in the pharmaceutical industry. we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai.
Advertisement
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.
Wealth Management
JANUARY 17, 2024
A year of resilience and transformation as Tina Powell, former business owner, faces unexpected challenges in her 'year of health.
Calculated Risk
JANUARY 17, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 10.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending January 12, 2024. Last week’s results included an adjustment to account for the New Year’s holiday.
Wealth Management
JANUARY 17, 2024
The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.
Trade Brains
JANUARY 17, 2024
Tata Consumer Products : Tata Consumer Products Ltd. made an announcement recently to acquire Capital Foods and Organic India for a total cumulative amount of ₹7,000 crore. To fund its acquisition, it announced a ₹3,500 crore rights issue after seeking board approval. According to the comments made by Suni D’Souza to ET, MD and CEO, the acquisition enables the company to move beyond commodities into fast-growing, high-margin, value-added food segments.
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.
Advisor Perspectives
JANUARY 17, 2024
Month-over-month nominal retail sales in December were up 0.6% and up 5.59% year-over-year. However, after adjusting for inflation, real retail sales were up 0.3% MoM and up 2.21% year-over-year.
Wealth Management
JANUARY 17, 2024
Amidst the sea of hype over how spot Bitcoin ETF rollouts will unlock a fresh wave of advised money, it is a challenge to find advisors showing them love.
Alpha Architect
JANUARY 17, 2024
This paper aims to analyze financial literacy in the United States, utilizing the most recent data from the National Financial Capability Study (NFCS) collected in 2021 by the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation. The paper focuses on the importance of financial literacy, particularly in the context of the economic conditions in the US, such as the COVID-19 pandemic, inflation, and changes in the financial system.
Wealth Management
JANUARY 17, 2024
Featured in Pt. 1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.
Advertisement
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.
MainStreet Financial Planning
JANUARY 17, 2024
All families with students who will be starting or continuing college in the 2024-2025 school year should complete the new FAFSA. It is designed to be shorter, more straightforward and unlock more aid for most students. Think of the FAFSA as the pathway to be considered for all financial aid programs including scholarships, work-study, loans, and grants (merit and financial).
Wealth Management
JANUARY 17, 2024
Lido is the third firm to partner with Karl Heckenberg’s new RIA investment company since December—and second revealed this week.
A Wealth of Common Sense
JANUARY 17, 2024
Today’s Animal Spirits is brought to you by Nasdaq ETFs and Fabric by Gerber Life: See here for more information on Nasdaqs ETF listing solutions See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Return expectations US Equities: The S&P 500 index is misunderstood It won’t be a recession – it will just feel like one 34.7% of busines.
Wealth Management
JANUARY 17, 2024
Heckerling panel discusses value of policies for income and estate tax purposes.
Advertisement
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!
Calculated Risk
JANUARY 17, 2024
Fed's Beige Book A majority of the twelve Federal Reserve Districts reported little or no change in economic activity since the prior Beige Book period. Of the four Districts that differed, three reported modest growth and one reported a moderate decline. Consumers delivered some seasonal relief over the holidays by meeting expectations in most Districts and by exceeding expectations in three Districts, including in New York, which noted strong holiday spending on apparel, toys, and sporting goo
Wealth Management
JANUARY 17, 2024
Captrust completed nine deals last year; four of them were in the Lone Star State.
Wealthfront
JANUARY 17, 2024
Tax season is here and it’s time to start thinking about your 2023 tax return. Working on your taxes might seem intimidating, but it doesn’t have to be. Here are eight ways you can get ready for Tax Day, whether you’re working with an accountant or using tax preparation software like TurboTax. 1. Mark your […] The post 8 Ways to Get Ready to File Your 2023 Tax Return appeared first on Wealthfront Blog.
Wealth Management
JANUARY 17, 2024
It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.
Advertisement
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
JANUARY 17, 2024
Falling mortgage rates led to increased builder confidence as the National Association of Home Builders (NAHB) Housing Market Index (HMI) rose for a second straight month to its highest level since September. The index is at 44, up 7 points from December and above the forecast of 39.
Calculated Risk
JANUARY 17, 2024
From the Fed: Industrial Production and Capacity Utilization Industrial production moved up 0.1 percent in December and declined 3.1 percent at an annual rate in the fourth quarter. Manufacturing output edged up 0.1 percent in December after increasing 0.2 percent in November. The index for utilities declined 1.0 percent in December, while the index for mining rose 0.9 percent.
Advisor Perspectives
JANUARY 17, 2024
Industrial production rose 0.1% in December, more than the projected 0.0% flat growth. Compared to one year ago, industrial production has increased 0.98%.
Expert insights. Personalized for you.
237 
Let's personalize your content