Wealth Management
JUNE 28, 2024
Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.
Abnormal Returns
JUNE 28, 2024
Business Matte Reustle talks with Joseph Shaposhnik about the business of Motorola Solutions ($MSI). (joincolossus.com) Barry Ritholtz talks with Peter Rawlison, CEO of Lucid Motors ($LCID). (ritholtz.com) Finance Ted Seides talks market narratives and more with Ben Hunt. (capitalallocators.com) Matt Zeigler talks with Epsilon Theory co-founder Rusty Guinn.
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Wealth Management
JUNE 28, 2024
The alternative investment manager was among the first to launch an interval fund in 2019, with a focus on private credit.
Calculated Risk
JUNE 28, 2024
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through May 2024. CPI Shelter was up 5.4% year-over-year in May, down from 5.5% in April, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 5.5% YoY in May , down from 5.6% in April, and down from the cycle peak of 8.3% in April 2023.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
JUNE 28, 2024
Family offices can be strong predictors of future trends because of their uniquely long-term outlook.
Calculated Risk
JUNE 28, 2024
The BEA released the Personal Income and Outlays report for May: Personal income income increased $114.1 billion (0.5 percent at a monthly rate) in May , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $94.0 billion (0.5 percent) and personal consumption expenditures (PCE) increased $47.8 billion (0.2 percent).
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Nerd's Eye View
JUNE 28, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of clients they serve all grew in 2023, reflecting the attractiveness of the RIA model to both advisors and clients alike and the ability for firms acro
Wealth Management
JUNE 28, 2024
Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.
The Big Picture
JUNE 28, 2024
This week, we speak with Eva Shang , co-founder, general partner, and chief executive officer of Legalist , an institutional alternative asset management firm. She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees. Before co-founding Legalist at 20, Eva studied economics at Harvard College.
Wealth Management
JUNE 28, 2024
The six new SMA strategies from Fidelity Investments will focus on fixed-income products and equity indices.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Calculated Risk
JUNE 28, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in May; Up 5.9% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 5.9% in May, down from up 6.4% YoY in April. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023. As of May, 15 states and D.C. were below their previous peaks, Seasonally Adjusted.
Wealth Management
JUNE 28, 2024
A rundown of some of the major trends within the ETF space during the first half of 2024,
Calculated Risk
JUNE 28, 2024
From BofA: Since our last weekly publication, 2Q GDP tracking is down from 1.8% q/q saar to 1.7% q/q saar and 1Q GDP came in at 1.4% in the third print. Here is a rundown of changes to our tracking estimate. [June 28th estimate] emphasis added From Goldman: We left our Q2 GDP tracking estimate unchanged on net at +1.9% (qoq ar) and lowered our Q2 domestic final sales forecast by 0.4pp to +1.6%.
Wealth Management
JUNE 28, 2024
She’s stepped down from 2050 Wealth Partners, the RIA she co-founded with financial planner Lazetta Braxton in 2020.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Wealth Management
JUNE 28, 2024
Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.
A Wealth of Common Sense
JUNE 28, 2024
I came across a bunch of charts in the past few weeks about Europe’s economic and market struggles. Let’s take a look. These charts that show how the biggest companies in the U.S. stock market are as big or bigger than some of the biggest economic powers in Europe always get me: The UK has something like 1,900 stocks on the London exchange.
Alpha Architect
JUNE 28, 2024
While both the S&P 500 and the Nikkei indices have recently hit all-time highs, the valuation and balance sheet data we have reviewed indicate that the downside risks in Japanese stocks appear to be far less than the risks in U.S. stocks. Evidence such as this helps explain why legendary investor Warren Buffett has been buying Japanese stocks. U.S.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Advisor Perspectives
JUNE 28, 2024
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Trade Brains
JUNE 28, 2024
Advisor Perspectives
JUNE 28, 2024
The US trucking market, which has been in recession for more than a year now, is poised to recover … at some unknowable point in the future.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
MainStreet Financial Planning
JUNE 28, 2024
When creating a college plan, it is a good idea to include grandparents early in the planning process. College is a big expense, so having a village can be helpful! Talking about money can feel uncomfortable. Grandparents may be reluctant to offer their support because maybe they are not sure of the best way to help or perhaps, they are not sure if their support is needed.
Wealthfront
JUNE 28, 2024
We built the Wealthfront Cash Account to be the ideal home for your short-term cash. That’s why the Cash Account comes with a high APY and up to of FDIC insurance through our partner banks, with absolutely no account fees. It’s no secret that earning a high APY on your cash is incredibly powerful. But […] The post How To Get the Most Out of Your Cash Account appeared first on Wealthfront Blog.
Advisor Perspectives
JUNE 28, 2024
The BEA's Personal Income and Outlays report revealed inflation rose at its slowest monthly in the past six months. Core PCE, the Fed's favored measure of inflation, was up 0.1% from April and was up 2.6% year-over-year. Both readings were consistent with their respective forecasts.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
JUNE 28, 2024
Consumer sentiment fell to a 7-month low in June according to the final report for the Michigan Consumer Sentiment Index. The index dropped 0.9 points (-1.3%) to 68.2 from May's final reading. The latest reading was below the forecast of 65.6.
Indigo Marketing Agency
JUNE 28, 2024
In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). We’re proud of the incredible people who partner with us to elevate their business with the ultimate end goal of bettering others’ lives through successful wealth management.
Advisor Perspectives
JUNE 28, 2024
Consumer attitudes are measured by two monthly surveys: the University of Michigan’s Consumer Sentiment Index (MCSI) and the Conference Board’s Consumer Confidence Index (CCI). In June, the MCSI fell to its lowest level in seven months to 68.2. Meanwhile, the CCI inched down to 100.4.
NAIFA Advisor Today
JUNE 28, 2024
The U.S. Supreme Court’s landmark decision in Connelly v. United States has fundamentally changed the landscape of buy-sell planning for many business owners. Join us for a webinar on Tuesday, July 16, 2024, from 12:00 pm to 1:00 pm eastern , to explore these changes and learn how to navigate the new complexities of buy-sell agreements effectively. This live event is free for members.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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