The Big Picture

JULY 13, 2023

My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge. ( Businessweek ) • Inflation Cools Sharply in June, Good News for Consumers and the Fed : The Consumer Price Index climbed far more slowly in June, a relief for shoppers and a hopeful — though inconclusive — sign that America might pull off a “soft landing.” ( New York Times ) see also Inflation drops to lowest le

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Portfolio Management Food Economy Accounting 246

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built. For many who are new to the financial planning profession and who have no experience working with clients, participating in client meetings can trigger feelings of anxiety, especially for those who share the common fear of public

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Clients Financial Planning Financial Planner Communication 202

Abnormal Returns

JULY 13, 2023

Books An excerpt from “Random Acts of Medicine: The Hidden Forces That Sway Doctors, Impact Patients, and Shape Our Health” by Anupam B. Jena and Christopher Worsham. (wsj.com) An excerpt from “Nobody’s Fool: Why We Get Taken In and What We Can Do About It” by Daniel Simons and Christopher Chabris. (wsj.com) Global China may have reached its demographic peak, but that does not mean its influence is waning.

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Medicine Numbers Marketing Marketing 193

The Reformed Broker

JULY 13, 2023

Ray Romano on possible actors’ strike: Contracts need be updated to protect writers and actors from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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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

Wealth Management

JULY 13, 2023

While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.

Marketing 98

Marketing Marketing 98

Advisor Perspectives

JULY 13, 2023

The Consumer Price Index for Urban Consumers (CPI-U) released for June puts the year-over-year inflation rate at 2.97%. The latest reading puts inflation below the 3.75% average since the end of the Second World War for the first time since March 2021. However, inflation remains above the 10-year moving average which is now at 2.65%.

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Wealth Management

JULY 13, 2023

Banks are granting mortgage borrowers extensions and modifications and offering investors perks to purchase defaulted loans, among other measures, to limit distress in the commercial property market, reported U.S. News & World Report. Sequoia Capital’s wealth management arm is looking to invest in real estate credit, according to Bloomberg. These are among today’s must reads from around the commercial real estate industry.

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Wealth Management Banking Management Investing 98

James Hendries

JULY 13, 2023

Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, they are often giving more significant amounts to only a select few organizations.

Distribution 98

Distribution Taxes Assets Accounting 98

Calculated Risk

JULY 13, 2023

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-July I reviewed home inventory and sales. Here is some data from the recently released FHFA’s National Mortgage Database showing the distribution of interest rates on closed-end, fixed-rate 1-4 family mortgages outstanding at the end of each quarter since Q1 2013 through Q1 2023.

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Marketing Marketing Distribution Sales 95

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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

Advisor Perspectives

JULY 13, 2023

Millions of young Americans will face the end of the student loan payment moratorium this summer. Why is this happening now, after a three-year break from payments?

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Wealth Management

JULY 13, 2023

We expect to see more M&A activity from larger institutions that have remained on the sidelines so far. Existing RIAs will need to consider the implications.

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Trade Brains

JULY 13, 2023

Netweb Technologies IPO Review: Netweb Technologies Limited is coming up with its Initial Public Offering. The IPO will open for subscription on 17 July 2023 and close on 19 July 2023. In this article, we will look at the Netweb Technologies IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out! Netweb Technologies IPO – About The Company Netweb Technologies is one of India’s leading Indian-origin, owned and controlled OEMs in the space of high-end computing solut

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Electronics Government Sales Education 89

Wealth Management

JULY 13, 2023

Advisors Jerry Kanter and Scott Mason are leaving Securian after more than 30 years with the broker/dealer, in the wake of its planned acquisition by Cetera.

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Planning 98

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

A Wealth of Common Sense

JULY 13, 2023

A reader asks: I am a 34-year-old with a high risk tolerance. All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc. I’m not looking to get the highest return possible per se (although that would be nice), rather, I am.

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Risk Tolerance Investing Investments Portfolio 76

Wealth Management

JULY 13, 2023

Allianz's guilty plea in the case was unusual. Most companies resolve government investigations by paying money and pledging corrective actions without admitting any wrongdoing.

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Government 92

The Irrelevant Investor

JULY 13, 2023

Today’s Compound and Friends is brought to you by Horizon Kinetics’ Medical ETF: See here for more information on Horizon Kinetics’ medical ETF. On today’s show, we discuss: Eye on the market (June) The Story That Won’t Die — A Third Party Challenge in 2024 Listen here: Charts: Tweets: Sell signal in Food, Bev, Tobacco, $PBJ (missing tobacco names), not exactly what.

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Medical Food Marketing Marketing 74

Wealth Management

JULY 13, 2023

When working for Coastal Equities, Luke Johnson pushed clients to invest in illiquid alts, including a number of GPB Holdings private placements.

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Clients Numbers Investing Investments 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

FMG

JULY 13, 2023

When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices. What’s great about them is that they allow you to really tailor your landing page, as they have: One Headline One Unique Selling Proposition One Call-To-Action When there is a targeted mes

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Financial Advisor Retirement Financial Consultant Wealth Management 52

Wealth Management

JULY 13, 2023

Executives from Armada ETF Advisors discuss the challenges and opportunities ahead for a new real estate ETF.

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Management Investing Investments 98

Validea

JULY 13, 2023

This week’s Screen of the Week is the John Neff Value model, based on the book “Neff on Investing” Each week, we’ll showcase Validea’s Guru Stock Screener, a tool that applies the wisdom of these investment legends and other fundamental strategies to assist in new investment idea generation. Discover how to uncover potential winning stocks by leveraging investment styles that range from value, growth, quality and beyond.

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Financial Services Management Investing Investments 52

Wealth Management

JULY 13, 2023

Learn specific examples of the various services offered by some of the industry’s leading independent firms.

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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

Trade Brains

JULY 13, 2023

Best Micro Cap Stocks in India: In a raging bull market, risk-taking investors are on the lookout for small cap and micro cap stocks in the hope of multi-bagger returns. It is believed that small companies can grow at a faster rate than their larger counterparts. Thus, a fast-growing, fundamentally strong stock with a huge market to tap into can bring impressive returns to investors.

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Pharmaceutical Manufacturing Transportation Distribution 52

Wealth Management

JULY 13, 2023

Personalization and a digital client experience are, or at least should be, a major focus for firms and advisors looking to gain a competitive edge now and well into the future.

Clients 52

Clients 52

James Hendries

JULY 13, 2023

Family Enterprise USA (FEUSA), a non-profit organization dedicated to promoting and supporting family-owned businesses in America, has recently conducted a comprehensive survey among family businesses in the country. The Family Business Survey 2023 highlights the most pressing concerns of these enterprises, with high personal tax levels emerging as a top worry for America’s largest private employers.

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Taxes Economy Planning Investing 52

Calculated Risk

JULY 13, 2023

From STR: STR: U.S. hotel results for week ending 8 July Due to constricted business travel during the Fourth of July, U.S. hotel performance fell from the previous week and showed weaker year-over-year comparisons, according to STR‘s latest data through 8 July. 2-8 July 2023 (percentage change from comparable week in 2022): • Occupancy: 61.8% (-2.3%) • Average daily rate (ADR): US$155.81 (+1.2%) • Revenue per available room (RevPAR): US$96.36 (-1.2%) emphasis added The following graph shows the

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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

Validea

JULY 13, 2023

This week’s Screen of the Week is the John Neff Value model, based on the book “Neff on Investing” Each week, we’ll showcase Validea’s Guru Stock Screener, a tool that applies the wisdom of these investment legends and other fundamental strategies to assist in new investment idea generation. Discover how to uncover potential winning stocks by leveraging investment styles that range from value, growth, quality and beyond.

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Financial Services Management Investing Investments 52

Sara Grillo

JULY 13, 2023

Pull up your LinkedIn page for a minute. Do you see the entry for your current company? What about your past ones? Look at the logo, specifically. If it is grayed out, that means you have not set up your company page – and you should. The company page is a LinkedIn url that displays … Vid 98: Your LinkedIn company page Read More » To access this post, you must purchase Membership Prime Portal.

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Leading Advisor

JULY 13, 2023

Since 2020, everything has been changing everywhere all at once, contributing to psychological debt without understanding a Regressive vs. Regenerative Mindset and a Fixed vs.… The post Webinar – Financial Advisor Future – Regenerative Approaches To Uncertain Markets & Times appeared first on Leading Advisor - Simon Reilly.

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