The Reformed Broker
JULY 24, 2023
The downloads for this episode as an audio podcast are among the fastest we’ve ever seen, with over 30,000 listens in the first couple of days and counting. This will go over 45,000 by week’s end. The YouTube video is on pace to do a similar number. Combine the two and you’re talking about one of the biggest audiences in finance for a podcast episode.
Nerd's Eye View
JULY 24, 2023
As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. Sometimes, it can be tempting to rely solely on the advice of those with an ‘in-the-trenches’ perspective, as these individuals have actually lived out a similar experience and can appreciate some of the nuanced challenges that an industry outsider might not.
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Abnormal Returns
JULY 24, 2023
Podcasts Stephen Clapham talks with Beth Lilly about value investing and managing a family office. (behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior. (wiredplanning.com) Jonathan Hollow talks with Brian Portnoy about pursuing a meaningful life. (podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit.
The Big Picture
JULY 24, 2023
My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. stocks are overvalued, therefore, we should expect a major crash as these metrics return to their long-term historical averages. Whether you use Hussman’s measure, the Buffett indicator, or Shiller’s CAPE (cyclically-adjusted price-to-earnings) ratio, the logic is always the same.
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.
Wealth Management
JULY 24, 2023
Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 24, 2023
Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.
Financial Symmetry
JULY 24, 2023
The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to a perceived value we’ve grown accustomed to, based on prior experience. This “value”; … Continued The post Anchoring to an Arbitrary Dollar Amount, Ep #195 appeared first on Financial Symmetry, Inc.
Wealth Management
JULY 24, 2023
The mega-RIA will move "multiple-billions" of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
Calculated Risk
JULY 24, 2023
I stopped the weekly updates of high frequency indicators at the end of 2022. Here is a late July look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of July 23rd. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue), 2022 (Orange) and 2023 (Red).
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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.
Wealth Management
JULY 24, 2023
Public Storage has agreed to buy Simple Self Storage from Blackstone REIT for $2.2 billion. Nareit looked at the 28 largest actively managed real estate mutual funds and assessed their property sector allocations. These are among the must reads from around the real estate investment world to kick off the new week.
Advisor Perspectives
JULY 24, 2023
I sense a growing middle-of-the-road regulatory consensus on cryptocurrencies. It splits the difference between “crypto is a Ponzi scheme to defraud investors and enable criminals,” on the one hand, and “crypto solves ancient financial problems and will usher in an era of prosperity and freedom,” on the other.
Wealth Management
JULY 24, 2023
DeVoe & Company’s quarterly RIA Deal Book reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.
Integrity Financial Planning
JULY 24, 2023
Inflation has been a hot-button issue in finance and politics lately. You may have noticed changes in inflation yourself if you went to buy something and it was much more expensive than you expected. Eggs are a great example of this. [1] In 2022 the price of eggs went up by 59.9% due to an outbreak of avian influenza. Another factor was the pandemic, which caused disruptions to supply chains across the globe, causing inflation and increasing prices. [2] A few other reasons include shortages in l
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
JULY 24, 2023
Judi Galst of Henly & Partners talks about the increasing demand from Americans to invest in foreign passports to help diversify their mobility options.
Advisor Perspectives
JULY 24, 2023
As the recent regime changes between value and growth illustrate, momentum is unlikely to be successful in the long term.
Wealth Management
JULY 24, 2023
The fund, sponsored by MLG Capital, enables owners to contribute commercial real estate they directly own in exchange for ownership units.
A Wealth of Common Sense
JULY 24, 2023
On today’s show, we are joined by Matt Middleton, CEO and Co-Founder of Advisor Circle to discuss all things Future Proof 2023! Future Proof Information: Register here Speakers Agenda Accommodations On today’s show, we discuss: How Advisor Circle was started The conference experience during Covid What makes Future Proof special Differences between 2022 and 2023 What an advisor gets out of goin.
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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.
Wealth Management
JULY 24, 2023
What does it take to be considered part of the 1%? Nationally, households must make $652,657 to make the cut. These states require more.
Advisor Perspectives
JULY 24, 2023
Housing is by far the biggest expense for most American households. Any inflation analysis that ignores housing misses not only the elephant in the room, but the room itself.
Wealth Management
JULY 24, 2023
UBS agreed to pay $268.5 million for “unsafe and unsound counterparty credit-risk management practices” at Credit Suisse, which UBS acquired in June.
Advisor Perspectives
JULY 24, 2023
Investors willing and able to accept the illiquidity risk of CLOs should consider them as alternatives with attractive risk/reward characteristics.
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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!
Wealth Management
JULY 24, 2023
The most valuable gatherings focus on the future, which is what the Wealth@Work conference is all about.
Advisor Perspectives
JULY 24, 2023
Target-date funds, which make up over half of total 401(k) assets, are not following investment theory, exposing investors to excessive risk.
Wealth Management
JULY 24, 2023
September 12, 2023 at 2:00 PM ET | September 13, 2023 at 11:00 AM ET | September 13, 2023 at 2:00 PM ET
Don Connelly & Associates
JULY 24, 2023
The list of traits and characteristics financial advisors must have or develop to be successful is long. We’ve discussed many here, including excellent communication skills, outstanding work ethic, uncommon optimism, persistence, and resilience, a hunger for self-improvement, and a passion for helping people achieve their goals, to name a few. While all are essential, advisors with ambitions of becoming tops in their field must also have a zest for learning and staying abreast of the news, trend
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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.
Wealth Management
JULY 24, 2023
But please don’t hide dinosaur fossils away in your home. They belong in museums where everyone can enjoy them.
Trade Brains
JULY 24, 2023
Best Dividend Stocks Under Rs 1000 : Dividends have often been associated with only those companies that are established, consistent, and often of the large-cap category. In this article, we’re going to explore dividend stocks using a different filter – The Best Dividend stocks under Rs 1000. Picking stocks under this price point allows us to explore the best dividend options from different sectors and sizes within their industry.
Advisor Perspectives
JULY 24, 2023
Standpoint is an investment firm focused on providing all-weather investment solutions to U.S. financial advisors. An all-weather approach is an asset allocation methodology that diversifies across geographic regions, asset classes, and investment styles. The goal of this multi-layered diversification is to shield investors from the pitfalls of concentrated investing by relying on thoughtful preparation rather than unreliable predictions.
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