Abnormal Returns

JANUARY 23, 2024

Research How to model private credit returns, per AQR. (institutionalinvestor.com) Another example showing the impact of screening out negative momentum stocks with lottery-like characteristics. (alphaarchitect.com) How to build a better low vol strategy. (blogs.cfainstitute.org) How smartphones have affected the transmission of investor sentiment. (papers.ssrn.com) Bloomberg has built an AI tool to summarize earnings calls.

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Assets Marketing Marketing 239

Nerd's Eye View

JANUARY 23, 2024

Welcome back to the 369th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michelle Ogden. Michelle is the founder of Ogden Wealth, an RIA based in Maitland, Florida, that oversees $50M in assets under management for almost 120 client households. What's unique about Michelle, though, is that after seeing the challenges that come with too-fast growth in her husband's business, she decided to be very slow and methodical in her own growth and limit her need to rely

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Abnormal Returns

JANUARY 23, 2024

All-time highs What you need to know about all-time highs. (carsongroup.com) What happens after the stock market reaches a new all-time high. (awealthofcommonsense.com) Finance Some signs that the IPO window is opening. (axios.com) The FMX Futures Exchange is going to take on the CME ($CME) in interest rate futures. (wsj.com) Companies What is Tesla ($TSLA) worth without Elon Musk?

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Financial Advising Media Numbers Management 144

Wealth Management

JANUARY 23, 2024

Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.

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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

Advisor Perspectives

JANUARY 23, 2024

The value of China’s stock market has never been this far behind that of the US, as the losses continue to pile up in a seemingly relentless equity rout.

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Marketing Marketing 97

A Wealth of Common Sense

JANUARY 23, 2024

Thomas Edison was once called, “the world’s greatest investor and the world’s worst businessman.” A magazine editor dubbed Edison “the most difficult husband in America.” No one has it all, I guess. Edison helped push forward the light bulb, phonograph and motion picture camera. By most accounts, he was also a complex person who put his work above everything else in his life.

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Accounting 89

Wealth Management

JANUARY 23, 2024

Molly Nelson is suing her former employer Avantax in Montana federal court, claiming the restrictive covenants she signed would make it impossible to work in the industry.

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Million Dollar Round Table (MDRT)

JANUARY 23, 2024

By Mike Beirne, Round the Table editor When you trained to be a financial advisor, you learned how to find and solicit prospects, discover their gaps of need and close the sale. But your regimen probably did not include even a lecture about field underwriting. “No one ever taught us about underwriting. It was all trial and error,” said Julian H. Good Jr., CLU, ChFC , a 40-year MDRT member and MDRT Past President from New Orleans, Louisiana, USA.

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Wealth Management

JANUARY 23, 2024

Anthony Stich departs Entrustody after a little more than a year with the digital custodian. He's currently exploring his options for a next move.

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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

The Irrelevant Investor

JANUARY 23, 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.

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Economy Marketing Marketing 69

Wealth Management

JANUARY 23, 2024

The New York-based ETF provider is liquidating 19 niche funds, part of a broader trend of increasing closures alongside record numbers of new launches.

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Numbers 111

Trade Brains

JANUARY 23, 2024

Servotech Power Systems : India is undergoing a rapid transformation in its electric vehicle (EV) charging infrastructure, propelled by the incentivization policies of FAME-II. This scheme actively supports the establishment of EV charging stations, with the government allocating Rs 800 crore to assist oil marketing companies in developing this crucial infrastructure.

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Wealth Management

JANUARY 23, 2024

Some private equity investment managers are choosing to roll over select assets into new funds, giving LPs the option to renew as well.

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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

Trade Brains

JANUARY 23, 2024

Money Flow Index : In the fast-paced world of financial markets, understanding and utilizing reliable indicators is key to making informed trading decisions. Among all technical tools available, the money flow index is a volume-based oscillator, that offers valuable insights into market trends and potential reversals. In this article, we shall explore the Money Flow Index indicator with its meaning, calculation, and trading strategies with examples.

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Accounting Financial Market Portfolio Marketing 59

Wealth Management

JANUARY 23, 2024

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

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Communication Clients Investing Investments 110

Advisor Perspectives

JANUARY 23, 2024

Fifth district manufacturing activity remained sluggish in January, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -15 this month from -11 in December, marking its 3rd consecutive negative reading. This month's reading was worse than the forecasted reading of -7.

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Manufacturing Banking 59

Wealth Management

JANUARY 23, 2024

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

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Assets 94

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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

Advisor Perspectives

JANUARY 23, 2024

It’s a seller’s market for infrastructure asset managers. Conventional and alternative investment firms are falling over themselves to expand in this lucrative area, and M&A is the easiest way for them to leapfrog the competition.

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Assets Management Investing Investments 59

Wealth Management

JANUARY 23, 2024

Balanced portfolio construction will likely prove fruitful in 2024.

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Portfolio 110

Advisor Perspectives

JANUARY 23, 2024

RIA merger and acquisition activity has slowed this year. Activity in Q4 accelerated but it may not be enough to eclipse the annual total of 264 in 2022. I’ll get into the details as well as what’s beneath the numbers with David DeVoe in this podcast. I have had the privilege of interviewing David every year around this time, and this is the fourth in that series.

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Numbers 59

Diamond Consultants

JANUARY 23, 2024

5 reasons why advisors are forgoing what was designed to be a no-brainer deal In recent years, the four wirehouses (and many regional and boutique firms, as well) have rolled out enhanced “retire-in-place” or “sunset” programs for their advisors, such as Merrill’s CTP, UBS’s ALFA, and Morgan Stanley’s FAP. The details vary, but the concept is simple: Advisors can monetize their life’s work without transitioning their book, and the firm gets to retain assets it might have otherwise lost to attrit

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Retirement Recruitment Clients Economics 59

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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

Advisor Perspectives

JANUARY 23, 2024

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.

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Retirement 59

Calculated Risk

JANUARY 23, 2024

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. • During the day: The AIA's Architecture Billings Index for December (a leading indicator for commercial real estate).

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Advisor Perspectives

JANUARY 23, 2024

Here are five takeaways for advisors that will make your website truly great.

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Calculated Risk

JANUARY 23, 2024

Yesterday, Chris Bruen, Senior Director of Research at NMHC and Kim Betancourt, CRE, Vice President, Multifamily Economics and Strategic Research at Fannie Mae presented the State of the Multi-Family Market (see video recording of presentation). Here are a couple of slides from the presentation by Betancourt: The first graph shows quarterly rents and the vacancy rate over time.

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Economics Marketing Marketing 55

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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

Advisor Perspectives

JANUARY 23, 2024

Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.

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Marketing Marketing 52

Investing Caffeine

JANUARY 23, 2024

Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. We will delve into a comprehensive market update. Register now!

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Marketing Marketing Asset Allocation Banking 52

Advisor Perspectives

JANUARY 23, 2024

Here is how to make lasting changes in your practice so you can reach your goals instead of wasting your time and burning out.

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