Abnormal Returns

DECEMBER 4, 2023

Strategy Investing is hard. Really hard. (awealthofcommonsense.com) Be skeptical of anyone offering you better returns absent higher risk. (obliviousinvestor.com) Crypto Coinbase ($COIN) is benefiting from the rally in Bitcoin and issues with its competitors. (barrons.com) Binance's legal problems are not done - the SEC is still on the line. (wsj.com) Companies Alaska Air ($ALK) has offered to buy Hawaiian Airlines ($HA).

Financial Advising 211

Financial Advising Distribution Media Taxes 211

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Black Diamond has announced the launch of its own CRM system, targeting advisors at mid-size firms who have data complexity and workflow needs greater than what more basic CRM options can accommodat

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Financial Advisor Clients Planning Distribution 203

Abnormal Returns

DECEMBER 4, 2023

Podcasts Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. (standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. (podcasts.apple.com) The biz Software is eating financial advice. (theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen.

Wealth Management 191

Wealth Management Financial Advice Financial Advising Communication 191

Calculated Risk

DECEMBER 4, 2023

Today, in the Calculated Risk Real Estate Newsletter: IICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October" A brief excerpt: And on Florida inventory: Florida has experienced some of the largest inventory gains in recent months • In fact, six of the nine markets seeing the strongest inventory growth over the past three months – Palm Bay (+22pp), Lakeland (+21pp), Tampa (+19pp), Cape Coral (+18pp), North Port (+16pp) and Orlando (+14pp) – are located in th

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Sales Marketing Marketing 115

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

Trade Brains

DECEMBER 4, 2023

Fundamental Analysis of Gujarat Pipavav Port: Ports are crucial for global trade as they serve as busy crossroads where goods are exchanged, linking countries and boosting economies. These maritime gateways play a vital role in international business by facilitating the flow of products from around the world. One such company operating in this sector is Gujarat Pipavav Port.

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Planning Commission Economy Taxes 111

Integrity Financial Planning

DECEMBER 4, 2023

Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to boosting your retirement savings: Assess Your Financial Situation Honestly This isn’t as easy as it sounds.

Retirement 98

Retirement Retirement Planning Budgeting Financial Planning 98

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

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Retirement Retirement Planning Wealth Management Consulting 107

Carson Wealth

DECEMBER 4, 2023

The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared! The year-end rally continued last week, with stocks up five weeks in a row. Stocks soared in November for one of the best months ever, but history suggests more gains are likely.

Marketing 96

Marketing Marketing Economy Compliance 96

Wealth Management

DECEMBER 4, 2023

The research found that more than 60% of advisors have at least some exposure to alternative investments and most expect usage to grow.

Investing 114

Investing Investments 114

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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

DECEMBER 4, 2023

Use the holiday season to understand what's important to our clients and what they want to achieve with their money.

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Clients 118

Wealth Management

DECEMBER 4, 2023

Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.

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Portfolio Management Investing Investments Portfolio 110

A Wealth of Common Sense

DECEMBER 4, 2023

Today’s show is brought to you by Teucrium We had Sal Gilbertie, CEO of Teucrium on the show to get an update on global commodity markets in 2023. On today’s show, we discuss: Where the name Teucrium comes from An update on supply and demand dynamics in agricultural markets The golden grain cycle The cost of production and expected returns for commodities Teucriums long short agricultural fund How everyone g.

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Marketing Marketing 80

Wealth Management

DECEMBER 4, 2023

The IRS has been asking individuals to disclose if they've transacted in cryptocurrency since the 2019 tax year.

Taxes 110

Taxes 110

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

XY Planning Network

DECEMBER 4, 2023

XYPN Ops, formerly known as XYVA, has put in over 6,000 hours of work for our members by digging into 200+ different systems. You could say we’ve learned a thing or two about which systems are the most efficient and work together the best. We’ve compiled a list of six financial advisor tools that will get your firm up and running.

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Financial Advisor Management 76

Wealth Management

DECEMBER 4, 2023

The type of high-level S&P 500 performance seen in the decade prior to 2021, “is gone for a generation,” according to Stifel's Barry Bannister.

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Norman Marks

DECEMBER 4, 2023

I have been somewhat retired for a few years now. I have my speaking and training engagements, the occasional consulting project, some mentoring of individuals and organizations, and my writing. They keep me reasonably busy along with bridge and yoga.

Consulting 80

Consulting Retirement Government 80

Wealth Management

DECEMBER 4, 2023

Reverence is seeking to sell up to 20% of Osaic, the broker/dealer network that rebranded from Advisor Group earlier this year.

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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

Calculated Risk

DECEMBER 4, 2023

Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.

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Wealth Management

DECEMBER 4, 2023

Constellation Wealth Capital has purchased a minority stake in the alts-focused, technology-driven California RIA.

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Investing Investments 105

oXYGen Financial

DECEMBER 4, 2023

![CDATA[ 1. Introduction Embarking on a business venture is an exhilarating journey filled with challenges and opportunities. One crucial question that often arises is whether you need a business plan. In this article, we will explore the significance of a business plan and why it might be the key to unlocking your business's full potential. 2. The Foundation: What is a Business Plan?

Business Planning 76

Business Planning Planning 76

Wealth Management

DECEMBER 4, 2023

This year’s crop includes major books by two of the best business writers working today.

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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

DECEMBER 4, 2023

Based on the November S&P 500 average of daily closes, the Crestmont P/E of 33.0 is 121% above its arithmetic mean, 140% above its geometric mean, and is at the 98th percentile of this 14-plus-decade series.

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Wealth Management

DECEMBER 4, 2023

Paul Simons has founded his new RIA on the Dynasty Financial Partners platform.

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Alpha Architect

DECEMBER 4, 2023

The article discusses the importance of integrating psychology into the field of financial planning and highlights the need to understand and address the psychological aspects of financial decision-making and client relationships. Untangling Behavioral Finance and the Psychology of Financial Planning was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Financial Planning 75

Financial Planning Planning Clients Government 75

Wealth Management

DECEMBER 4, 2023

Authentic advisors will resonate and stand out as AI and social media grows.

Media 114

Media 114

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.

Communication

Gen Y Planning

DECEMBER 4, 2023

This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! Everyone rattles off ideas about different resolutions you can set, how to automate your way to your goals, or different “hacks” to help you double the size of your bank account and retire by 45. Sound familiar?

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Planning Accounting Banking Retirement 64

Wealth Management

DECEMBER 4, 2023

Personal investments will benefit from the AI holdings and Fed cuts, according to Bloomberg survey.

Marketing 98

Marketing Marketing Investing Investments 98

Advisor Perspectives

DECEMBER 4, 2023

The AQR Style Premia Alternative Fund (QSPIX) was introduced a decade ago to provide pure exposure to four market factors that had historically delivered excess returns. Let’s look at how it performed over that period.

Marketing 64

Marketing Marketing 64