The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Age

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Assets Management Asset Allocation Risk Management 301

Abnormal Returns

SEPTEMBER 16, 2023

EVs Inadequate charging infrastructure is holding back EV adoption in the U.S. (npr.org) The U.S. is going to lag in lithium production for the foreseeable future. (msn.com) Energy What's preventing us from generating more geothermal power? (vox.com) Methane emissions from oil and gas wells are worse than reported. (bnnbloomberg.ca) Can solar power work without wind?

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Medicine Food Financial Advising Media 230

The Reformed Broker

SEPTEMBER 16, 2023

We had Rob Arnott on The Compound and Friends this week live at Future Proof! We discussed lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more! You can watch the new TCAF below or listen as a podcast. Podcast version: And if you haven’t subscribed yet, don’t wait.

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Indigo Marketing Agency

SEPTEMBER 16, 2023

In the ever-evolving landscape of financial advisory, staying ahead means continually innovating your content marketing. Among the plethora of platforms available, LinkedIn has emerged as a goldmine for financial advisors seeking to promote their services and engage with potential clients. The secret weapon? LinkedIn Documents. In this guide, we’ll show you how to harness the power of LinkedIn Documents and unveil eight game-changing tactics to connect with top-tier clients.

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning

The Irrelevant Investor

SEPTEMBER 16, 2023

Articles These dreams can’t die, even if thousands of dreamers do on the way. (By Packy McCormick) Throughout every new era of technology, investors have always been eager to back the so-called “picks and shovels” of the moment. (By Seth Rosenberg) You are what you read (By Tony Isola) There are two types of risk when investing (By Ben Carlson) If you can appreciate the past, live in the present, and plan for the fu.

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Trade Brains

SEPTEMBER 16, 2023

Madhusudan Masala IPO Review : Madhusudan masala is coming up with its Initial Public Offering. This is an SME (small and medium size enterprise) which is going to be listed on NSE SME. The Madhusudan Masala IPO Review will open for subscription 18th September 2023, and closes on 21st September 2023. This review will delve into the IPO’s strengths and weaknesses.

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Advisor Perspectives

SEPTEMBER 16, 2023

If held until the bond is redeemed (either by call or maturity), the annual yield earned for the life of a bond is known upfront at the time of purchase. Knowing the return on an investment upfront makes long-term financial planning a much easier task.

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Financial Planning Planning Investing Investments 59

NAIFA Advisor Today

SEPTEMBER 16, 2023

NAIFA has not been sitting idle as the Department of Labor made moves to propose a new fiduciary rule. In anticipation of the rulemaking, NAIFA helped the National Conference of Insurance Legislators (NCOIL) draft a resolution that opposes the DOL's new fiduciary rule as unnecessary and likely harmful to consumers. The resolution, which NCOIL adopted in July after NAIFA testified at the Conference's 2023 Summer Meeting, states: "NCOIL urges the DOL to refrain from further rulemaking that would r

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Insurance 52

Advisor Perspectives

SEPTEMBER 16, 2023

Municipals posted negative total returns amid rising interest rates. Issuance exceeded tempered expectations, while demand waned as performance struggled.

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Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Sales

Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. But have you ever thought of what is the logic behind this advice in the practical sense? Yes, it is all about the diversification of investments. In this blog on how to diversify your investment portfolio in India let us dig deeper into the topic of diversification to find out why it is done, what the merit

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Portfolio Investing Investments Assets 69

Advisor Perspectives

SEPTEMBER 16, 2023

A host of Wall Street funds have minted profits riding the recent crypto fever after Grayscale Investments LLC snagged a big win over America’s top financial watchdog in its bid to create a US Bitcoin ETF.

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Investing Investments 52

Calculated Risk

SEPTEMBER 16, 2023

The key reports this week are August Housing Starts and Existing Home sales. The FOMC meets this week and no change to policy is expected. -- Monday, September 18th -- 10:00 AM: The September NAHB homebuilder survey. The consensus is for a reading of 50, unchanged from 50 in August. Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, September 19th -- 8:30 AM: Housing Starts for August.

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Sales Manufacturing Economics Numbers 67

Advisor Perspectives

SEPTEMBER 16, 2023

Federal Reserve Chairman Jerome Powell and his colleagues are likely to shy away from signaling that they’re done raising interest rates when they meet next week.

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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

Accounting

The Big Picture

SEPTEMBER 16, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Sam Bankman-Fried’s Elite Parents Enabled His Crypto Empire : Joseph Bankman and Barbara Fried, both renowned Stanford scholars, opened doors for their son and provided a halo effect for his company. ( Businessweek ) • Bernard Arnault Built a Luxury Empire on ‘Desirability.

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Numbers Retirement Management Investing 157

Advisor Perspectives

SEPTEMBER 16, 2023

Last week the World Gold Council reported that central banks continued to add to their global gold reserves during the month of July. The World Gold Council also highlighted that China, Poland and Turkey were among the countries that were the largest buyers of gold during the month.

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Banking 52

Advisor Perspectives

SEPTEMBER 16, 2023

Some investment trends seem obvious — people are watching more streaming movies, consumers like shopping online, and more people are buying electric cars. So why don’t these ETFs always work?

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Investments Investing 52

Advisor Perspectives

SEPTEMBER 16, 2023

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

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Economy Economics Investing Investments 52

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

Advisor Perspectives

SEPTEMBER 16, 2023

Although US bond yields are well above their lows of the past decade, it’s always a good idea to think globally.

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