Abnormal Returns
DECEMBER 19, 2023
Factors Timing returns factors is tempting, but difficult in practice. (alphaarchitect.com) The high quality anomaly shows up across asset classes. (advisorperspectives.com) A history of quant investing and the state of the factor zoo. (on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. (tdmgrowthpartners.com) Profit margins are high, debt refinancings are coming.
Nerd's Eye View
DECEMBER 19, 2023
Welcome everyone! Welcome to the 364th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ted Jenkin. Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. What's unique about Ted, though, is how his journey to facilitate financial advisor mergers and acquisitions started from selling his own $2.2-billion AUM advisory firm that he spent more
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Irrelevant Investor
DECEMBER 19, 2023
During the Fed’s press conference last week, Steve Liesman asked Powell about the Fed potentially cutting interest rates next year. This was his response: We are seeing, you know, strong growth that appears to be moderating, We’re seeing a labor market that is coming back into balance by so many measures, and we’re seeing inflation making real progress.
A Wealth of Common Sense
DECEMBER 19, 2023
The Nasdaq 100 is up more than 50% this year. The tech-heavy index is on pace for its first half-century performance since 2009. The Magnificent 7 stocks are a big reason for this year’s massive gains but it also helps that the Nasdaq crashed last year, falling more than 32%. In fact, if you look at the total returns since the start of 2022, it’s only slightly positive: It’s also true that large gains.
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.
Wealth Management
DECEMBER 19, 2023
A new JPMorgan report recommends a 25% position in alternative investments. Propmodo looks at progress in Opportunity Zone investments over the past six years. These are among today’s must reads from around the commercial real estate industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
DECEMBER 19, 2023
Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.
The Irrelevant Investor
DECEMBER 19, 2023
Today’s Animal Spirits is brought to you by AllianceBernstein and The College for Financial Planning: See here for more information on the AllianceBernstein Conservative Buffer ETF See here to learn more about the Accredited Behavioral Financial Professional designation and here for a Master in Personal Financial Planning On today’s show, we discuss: This season’s hottest pricing trend: Falling prices The pur.
Wealth Management
DECEMBER 19, 2023
This approach allows an advisor to focus on what matters most to each client, adding more value to their services and growing client relationships.
Million Dollar Round Table (MDRT)
DECEMBER 19, 2023
By Antoinette Tuscano Reaching your goals, understanding your purpose as a financial advisor and amping up referral rates are covered in the most-viewed videos of 2023 on MDRT’s YouTube channel. These ideas came from MDRT Annual Meetings that spanned decades — from 1986 to 2022 — and from MDRT members worldwide. But no matter the decade, what remains the same is the spirit of generosity in which top financial advisors share some of their best ideas with their peers.
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
DECEMBER 19, 2023
Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations
Random Roger's Retirement Planning
DECEMBER 19, 2023
A new fund popped up thanks to a blog post from Nomadic Samuel. He does interesting deep dive interviews with various ETF execs and investors/adivsors (including me!) with the latest being the Simplify US Equity PLUS QIS ETF (SPQ). QIS in the name stands for quantitative investment strategies and QIS is also the symbol for another fund from Simplify.
Wealth Management
DECEMBER 19, 2023
Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.
Calculated Risk
DECEMBER 19, 2023
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in November A brief excerpt: The National Association of Realtors (NAR) is scheduled to release November existing home sales tomorrow, Wednesday, December 20, 2023, at 10:00 AM ET. The consensus is for 3.78 million SAAR. Housing economist Tom Lawler expects the NAR to report sales of 3.87 million SAAR.
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
DECEMBER 19, 2023
With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.
Trade Brains
DECEMBER 19, 2023
PLI Scheme : The government rolls out various schemes aimed at developing the key sectors in the economy by encouraging companies to participate. These schemes help boost domestic manufacturing, cut down import bills, and reduce imports. The scheme that provides financial incentives to companies that develop new products and technologies is known as the Production Linked Incentive (PLI) scheme.
Wealth Management
DECEMBER 19, 2023
One of the most influential figures in the financial services industry, Ric Edelman discusses the upcoming release of Bitcoin spot ETFs.
Advisor Perspectives
DECEMBER 19, 2023
Finding a cost-effective way to reward key people is challenging. Let’s look at two alternative executive benefit compensation strategies – an executive bonus and non-qualified deferred compensation.
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.
Wealth Management
DECEMBER 19, 2023
Nearly $6 trillion is sitting in money-market funds held by investors who sought refuge from falling bond prices and this year’s turmoil at US banks.
Trade Brains
DECEMBER 19, 2023
Innova Captab IPO Review: After the outbreak of the pandemic, there has been an increased focus on pharmaceutical companies due to the surge in worldwide health issues. One such company in the industry that is coming out with its Initial Public Offering is Innova Captab Limited. The IPO will open for subscription on December 21, 2023 and close on December 26, 2023.
Wealth Management
DECEMBER 19, 2023
Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.
Calculated Risk
DECEMBER 19, 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 10:00 AM, Existing Home Sales for November from the National Association of Realtors (NAR). The consensus is for 3.78 million SAAR, down from 3.79 million.
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!
Wealth Management
DECEMBER 19, 2023
Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.
Steve Sanduski
DECEMBER 19, 2023
Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It’s been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly — not just in how advisors use AI, but in how they’re improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need.
Wealth Management
DECEMBER 19, 2023
Well-run companies serving consumers or other businesses must balance high tech and high touch.
Steve Sanduski
DECEMBER 19, 2023
Guest: Rian Hill, a sales rep for Left Bank Wine + Spirits in Wisconsin. In a Nutshell: Taylor Swift is Time Magazine’s 2023 Person of the Year , in no small part, because people are craving experiences right now. But the old quarterly chicken dinner with a not-so-soft sell on the side isn’t going to pack a party room with clients and prospects.
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.
Wealth Management
DECEMBER 19, 2023
Older baby boomers have accumulated more than $14 trillion in additional net worth since the end 2019.
Tobias Financial
DECEMBER 19, 2023
In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance. Recognizing the need for clarity, The Institute for the Fiduciary Standard recently unveiled its latest Fiduciary Campaign. This campaign aims to bridge the gap in consumer knowledge by shedding light on the often-overlooked legal and business distinctions between BDs and in
Wealth Management
DECEMBER 19, 2023
More than 50 new ETFs launched in November.
Expert insights. Personalized for you.
247 
Let's personalize your content