Abnormal Returns
JANUARY 9, 2024
Markets The periodic table of commodity returns over the past decade. (visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. (entrylevel.topdowncharts.com) Alternatives Are private equity firms finally going to ramp up their exits via IPO? (ft.com) Venture capital volume is likely to stay muted in 2024. (institutionalinvestor.com) Carta is getting out of the secondary stock trading business.
Nerd's Eye View
JANUARY 9, 2024
Welcome back to the 367th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kimberly Enders. Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. What's unique about Kimberly, though, is that after building a practice jointly with her husband, in 2015, she had to reinvent herself after a divorce lef
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
JANUARY 9, 2024
ERP Does new data put the idea of equity superiority, over bonds, into doubt? (morningstar.com) The risks that come along with a 100% U.S. equity portfolio, not least of which are behavioral. (ofdollarsanddata.com) Research What factors are appropriate for defensive investors? (alphaarchitect.com) Crowded trades increase crash risks. (alphaarchitect.com) How the sensitivity to interest rates of factors, and sectors, vary in the U.S.
The Big Picture
JANUARY 9, 2024
The transcript from this week’s, MiB: Matt Levine on Money & Stuff , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:06 [ Barry Ritholtz ] This week on the podcast, I have an extra special guest.
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.
Advisor Perspectives
JANUARY 9, 2024
The world population is aging rapidly – 65 million people over the age of 65 will live in the U.S. by 2030. The disparity between the length of time a person lives (their lifespan) and how long they are in good health and can function well (their healthspan) is widening. As a result, a significant portion of aging adults are spending longer portions of their lives in poor health as they struggle to pay for caregiving assistance.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 9, 2024
The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement.
Trade Brains
JANUARY 9, 2024
Mazagon Dock Shipbuilders : In the dynamic world of defense stocks, the spotlight is on Mazagon Dock Shipbuilders (MDSL), a company that has seen remarkable growth amidst rising geopolitical tensions. With the Indian government’s push for self-reliance in defense through initiatives like ‘Make in India,’ the defense sector has witnessed increased market interest, with Mazagon Dock emerging as a standout performer.
Wealth Management
JANUARY 9, 2024
Observers tend to focus a lot on ETF launches, but Morningstar analyzed the more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
JANUARY 9, 2024
Alphabet Inc.’s self-driving unit Waymo announced on Monday that it plans to unleash its cars onto the freeway in Phoenix “soon.
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
JANUARY 9, 2024
The case will offer a rare glimpse into an often-opaque industry where middle men broker art transactions between ultra-wealthy buyers and sellers who don’t always know each other’s identities.
SEI
JANUARY 9, 2024
SEI and the Philadelphia Phillies invite local mural artists to create a work of art that celebrates Philadelphia.
Wealth Management
JANUARY 9, 2024
Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.
Good Financial Cents
JANUARY 9, 2024
Initially, when my wife introduced me to Stan.Store, I wasn’t impressed. It seemed illogical to pay $30 a month for software that just offered a basic sales page, especially without any integrated email service provider. This was a stark contrast to my experience with platforms like ConvertKit, where I’m currently paying over $600 a month.
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
JANUARY 9, 2024
BlackRock is among big money managers, including Wellington Management and T. Rowe Price Group Inc., that have recently cut jobs and redirected budgets.
Million Dollar Round Table (MDRT)
JANUARY 9, 2024
By Antonette Reyes From having a previous career as a managing partner in an advertising agency, Lester Angelo Reyes , a six-year MDRT from Quezon City, Philippines, says storytelling is his most helpful skill he took from his past career. “I do social media marketing and handle the headlines, copy, and photos and ensure my content is relevant to my audience by studying what will hook their attention, which can be by sharing stories about previous clients, describing a scenario they may encounte
Wealth Management
JANUARY 9, 2024
A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.
Clever Girl Finance
JANUARY 9, 2024
We all love cash value, so it seems like a no-brainer to have cash value life insurance. But how does cash value life insurance work, and is it a good idea? Get a better understanding of this type of life insurance and whether it’s the best choice for you or not. Table of contents What is cash value life insurance? How does cash value life insurance work?
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
JANUARY 9, 2024
Capital Management Group of New York, with $3.3 billion AUM, represents Hightower’s first ‘strategic investment’ of 2024.
Advisor Perspectives
JANUARY 9, 2024
If ESG funds are trying to take over the country, they aren’t doing it very well.
Wealth Management
JANUARY 9, 2024
Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.
Advisor Perspectives
JANUARY 9, 2024
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
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
JANUARY 9, 2024
Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year.
The Irrelevant Investor
JANUARY 9, 2024
Today’s Animal Spirits is brought to you by Future Proof: See here to register for Future Proof in September 2024! We are hiring! See here for opportunities On today’s show, we discuss: Might we, in fact, gotta hand it to Cathie Wood? Offices around America hit a new vacancy record US office buildings face $117B debt time bomb: Mortgages due this year threaten to sink US economy as thousands of workplaces remain.
Wealth Management
JANUARY 9, 2024
Invesco, Bitwise, Valkyrie and WisdomTree lowered fees in their spot Bitcoin ETF applications.
Advisor Perspectives
JANUARY 9, 2024
The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of December, the labor force participation rate is at 62.5%, down from the previous month.
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
JANUARY 9, 2024
Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.
Advisor Perspectives
JANUARY 9, 2024
The headline number for the NFIB Small Business Optimism Index rose to 91.9 in December, as small business owners remained pessimistic about future business conditions. The latest reading was better than the forecast of 90.7 but marked the 24th straight month the index has been below the series average of 98.0.
Calculated Risk
JANUARY 9, 2024
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). I'm adding some thoughts, and maybe some predictions for each question. 4) Participation Rate: In November 2023, the overall participation rate was at 62.8%, up year-over-year from 62.2% in November 20
Expert insights. Personalized for you.
217 
Let's personalize your content