Abnormal Returns
OCTOBER 28, 2024
Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. (podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning." (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.
Calculated Risk
OCTOBER 28, 2024
The October employment report will be released on Friday. The consensus is for 120,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. Analysts are trying to estimate the distortion from Hurrican Milton. In September 2005, the initial BLS report showed a loss of 35 thousand jobs due to the impact of Hurricanes Katrina and Rita (Katrina hit in late August, and Rita during the reference period in September).
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Abnormal Returns
OCTOBER 28, 2024
Trading All-day equity trading takes another step. (cnbc.com) But don't expect a ton of liquidity. (sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. (theblock.co) HFT firms want speed, at any cost. (on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. (on.ft.com) Vanguard is closing its legacy mutual fund platform.
Calculated Risk
OCTOBER 28, 2024
Today, in the Calculated Risk Real Estate Newsletter: A Proposal to Address the Housing Crisis Brief excerpt: Economist Adam Ozimek and John Lettieri (CEO, Economic Innovation Group) have a new proposal to address the housing crisis in the United States: How the next president can solve America’s housing crisis U.S. housing costs are out of control.
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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
Nerd's Eye View
OCTOBER 28, 2024
Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e., continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors.
Calculated Risk
OCTOBER 28, 2024
From Matthew Graham at Mortgage News Daily: Mortgage Rates Back to 7% It's no mystery that mortgage rates have had a terrible October. As of last Friday, the average lender's top tier 30yr fixed rates were up to 6.90--an increase of more than 0.625% this month. Today's 0.10% increase brings the rate index up to 7.0% exactly which is the highest we've seen since July 10th.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 28, 2024
Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.
Calculated Risk
OCTOBER 28, 2024
Altos reports that active single-family inventory was down 0.2% week-over-week. Inventory is now up 49.4% from the February seasonal bottom. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024. The black line is for 2019. Inventory was up 31.2% compared to the same week in 2023 (last week it was up 33.4%), and down 20.2% compared to the same week in 2019 (last week it was down 21.0%).
Wealth Management
OCTOBER 28, 2024
Teucrium ETFs CEO Sal Gilbertie discusses why grains, especially corn, should be an investment portfolio holding like gold.
A Wealth of Common Sense
OCTOBER 28, 2024
When Ted Benna discovered a change in the tax code that would allow employees and employers to make tax-deferred retirement contributions in the late-1970s, it would change the retirement industry in immeasurable ways. The automatic investing revolution has surely impacted the stock market with the advent of regular automatic contributions, rebalancing and a one-stop shop for broad diversification (targetdate funds).
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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
OCTOBER 28, 2024
The value of education is increasingly scrutinized.
Validea
OCTOBER 28, 2024
In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies – Asset allocation insights from the Talmud – A different per
Wealth Management
OCTOBER 28, 2024
Citigold plans to hire 150 advisors over the next two years to fill out bank branches in six affluent markets.
Cornerstone Financial Advisory
OCTOBER 28, 2024
Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones Industrial Average dropped 2.68 percent.
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.
Wealth Management
OCTOBER 28, 2024
A series of market-moving events are coming in rapid succession, including next week's presidential election and the Fed's first meeting since it lowered interest rates in September.
Indigo Marketing Agency
OCTOBER 28, 2024
Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. While so much interaction is online these days, sending a personal video message is one of the most meaningful ways to engage your clients—and Indigo Marketing Agency can help you do just that.
Wealth Management
OCTOBER 28, 2024
The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.
Prosperity Coaching
OCTOBER 28, 2024
Financial Advisor Leadership: Time management is one of the most crucial skills you can develop. You are guiding the rest of your team, and they will only be able to meet various goals when the proper allocation of time and resources is achieved. As a professional financial advisor career coach, […] The post Financial Advisor Leadership: Time Management – How to Be Productive appeared first on The Prosperous Advisor Coaching Blog.
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.
Wealth Management
OCTOBER 28, 2024
See how advisors are combining active and passive strategies for optimal portfolio results.
Random Roger's Retirement Planning
OCTOBER 28, 2024
On Monday afternoon I sat in on a webinar put on by RCM Alternatives with Jon Robinson from Blueprint Investment Partners and Jerry Parker who is a pioneer in trend following with managed futures. The two partner on the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). Parker also partners with Cambria on the Cambria Chesapeake Pure Trend ETF (MFUT).
Wealth Management
OCTOBER 28, 2024
In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.
Trade Brains
OCTOBER 28, 2024
India’s largest state-owned PSU mining corporation and chief coal producer experienced a sharp 6% decline in its stock price. The mining giant’s shares dropped significantly after releasing its second-quarter results for FY25, missing market expectations. Stock Movements Coal India ltd has a market capitalisation of Rs. 2,73,000 Crores. Its shares were trading at Rs. 442.40 on 28th october 2024, and it was down 6 percent by the during the day.
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.
Wealth Management
OCTOBER 28, 2024
What are the repercussions of constantly lowering fees.
Trade Brains
OCTOBER 28, 2024
In a significant shift in digital currency policy, India moves closer to implementing a comprehensive ban on private cryptocurrencies. Meanwhile, the government actively promotes its Central Bank Digital Currency (CBDC). Government’s Stance and Regulatory Framework The Indian government has initiated fresh discussions about banning private cryptocurrencies, citing financial stability concerns.
Wealth Management
OCTOBER 28, 2024
Veteran advisor Larry Parkin has come out of retirement to lead Homrich Berg’s Florida operations.
Darrow Wealth Management
OCTOBER 28, 2024
Selling your business for cash? Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. As you weigh what to do with money from the sale of a business, consider these key points.
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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.
Wealth Management
OCTOBER 28, 2024
After surveying thousands of collectors this summer, a new report from Art Basel and UBS articulates the demographic shift that’s (slowly) rocking the market.
Advisor Perspectives
OCTOBER 28, 2024
Although Americans say they don’t like paying the current level of prices for goods and services that resulted from the worst bout of inflation in 40 years, they can take comfort from the fact that those prices, while admittedly not coming down in most cases, are actually becoming more affordable.
Wealth Management
OCTOBER 28, 2024
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
Trade Brains
OCTOBER 28, 2024
The price-to-earnings (P/E) ratio is a financial metric that compares a company’s current share price to its earnings per share (EPS). It helps investors assess whether a stock is overvalued or undervalued relative to its earnings, offering insights into the company’s growth potential and market sentiment. A good P/E ratio typically ranges from 15 to 50, depending on the industry.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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