Abnormal Returns

JANUARY 1, 2024

Podcasts Michael Kitces talks with Rob Nelson who is the CEO and Founder of NorthRock Partners about offering clients a wider set of services. (kitces.com) Thomas Kopelman on the power of backdoor Roth IRA conversions. (podcasts.apple.com) Advisers The RIA keeps taking market (and mind) share. (thinkadvisor.com) A review of the RIA world in 2023. (riabiz.com) Can a fiduciary adviser safely use AI-generated advice?

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Retirement Taxes Clients Marketing 210

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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 held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – althoug

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Calculated Risk

JANUARY 1, 2024

Weekend: • Schedule for Week of December 31, 2023 Tuesday: • At 10:00 AM ET, Construction Spending for November. The consensus is for a 0.5% increase in construction spending. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are down slightly (fair value). Oil prices were down over the last week with WTI futures at $71.65 per barrel and Brent at $77.04 per barrel.

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Marketing Marketing 66

Financial Symmetry

JANUARY 1, 2024

For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase … Continued The post 2024 Contribution Limits appeared first on Financial Symmetry, Inc.

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Retirement Accounting Investing Investments 64

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

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. The markets witnessed the launch of more than 50 mainboard IPOs and some of the outperforming sectors include defense, realty, auto, PSEs, etc.

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Marketing Marketing Numbers Economy 59

Trade Brains

JANUARY 1, 2024

Fundamental Analysis Of Gateway Distriparks : We used to send messages via telegrams and posts, but these days we order online and have things delivered to our homes or sent to others as couriers. The use of technology, rising population, and rising income standards are all responsible for this significant improvement. In this Fundamental Analysis Of Gateway Distriparks, one of the major players in the logistics space, we look at its business, financials & more.

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Planning Transportation Accounting Pharmaceutical 59

Validea

JANUARY 1, 2024

2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns. And the economy also remained more resilient than many thought, with inflation falling more than expectations throughout the year. Now that 2023 has come to a close, we wanted to take a look back and share the biggest lessons we learned from the year.

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Investing Investments Economy Marketing 52

Don Connelly & Associates

JANUARY 1, 2024

With the stock market setting its sights on new highs, is it time for advisors to have another serious conversation about risk? With all that is going on across the globe—war in Ukraine and the Middle East, persistent inflation, rising interest rates, a looming recession, and a divided government likely headed to another fiscal cliff—the stock market appears to be climbing a wall of worry.

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Clients Financial Advisor Media Government 52

The Big Picture

JANUARY 1, 2024

Happy New Year! Kick it off right with our first day of the year reads: • Everything Wall Street Got Wrong in 2023 : Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. It didn’t play out as strategists expected. ( Bloomberg ) • Crypto Animal Spirits Are Back. What’s Ahead for 2024. Bitcoin backers are looking forward to an ETF and other catalysts that could lift prices in 2024. ( Barron’s ) see also Stocks Beat the Odds This Year.

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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.

Banking

Random Roger's Retirement Planning

JANUARY 1, 2024

Bloomberg had an unintentionally funny article that seemed to lament owning anything in 2023 other than an S&P 500 index fund. Normal 0 false false false EN-US X-NONE X-NONE The success of broad-market indexes masked a rough year for many varieties of tactical investments, particularly those premised on safety. Options-linked ETFs promising extra yield, which entered the year as trader darlings, racked up billions of dollars in inflows but delivered tepid results.

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Portfolio Portfolio Management Management Clients 40

Calculated Risk

JANUARY 1, 2024

Altos reports that active single-family inventory was down 2.9% week-over-week and finished 2023 up 4.4% year-over-year. Inventory will likely decrease seasonally until the Spring. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of December 29th, inventory was at 513 thousand (7-day average), compared to 529 thousand the prior week.

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