Abnormal Returns

FEBRUARY 9, 2024

The biz Spotify's ($SPOT) podcasting business could turn a profit this year. (theverge.com) What are we to make of the rollback in platform-exclusive podcasts? (anildash.com) Business Patrick O'Shaughnessy talks pharma innovation with Alex Telford, who is the founder of Convoke. (joincolossus.com) Joe Weisenthal and Tracy Alloway talk with Tom McGee, CEO of the International Council of Shopping Centers, about how businesses choose where to locate.

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Banking Investing Investments Marketing 213

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors. In addition, related research suggests further opportunities for firms looking to acquire and retain talent, from providing a greater sense of autonomy to bu

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Financial Planner Fee Only CFP Commission 209

The Big Picture

FEBRUARY 9, 2024

Hey, I am heading up to Boston today for the annual MIT Sloan Investment Conference. Its’ always a fascinating time (I usually depart with some quality swag!). I will be on a panel discussing Macroeconomics with former Fed Economist Claudia Sahm. I am looking forward to meeting Karen Karniol-Tambour, Co-Chief Investment Officer at Bridgewater Associates.

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Calculated Risk

FEBRUARY 9, 2024

The BLS reported 353 thousand non-farm jobs were added in January. During the Winter months, I like to look at the weather impact on the report. The BLS reported 553 thousand people were employed in non-agriculture industries, with a job, but not at work due to bad weather. The average for January over the previous 10 years was 257 thousand (median 248 thousand), so more people than normal were impacted by bad weather.

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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

Meb Faber Research

FEBRUARY 9, 2024

Guest: Drew Dickson is the founder of Albert Bridge Capital and CIO of Alpha Europe funds. Recorded: 1/24/2024 | Run-Time: 1:03:53 Summary: We talk a lot about global investing on this show and wanted to talk about that with Drew given his focus on European markets. Between the end of 1979 and the end of 2009, […] The post Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs.

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Trade Brains

FEBRUARY 9, 2024

Vodafone Idea : Imagine the bustling streets of Chennai, Delhi, or Mumbai. A symphony of car horns and conversations blends with the ubiquitous beep of smartphones – a testament to India’s booming mobile revolution. In this landscape, Vodafone Idea (Vi) once reigned supreme, a towering telecom giant boasting millions of subscribers. But the past few years have been a rollercoaster ride for the company, with a narrative that shifted from dominance to decline, and now, unexpectedly, to a gli

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Marketing Marketing Government Assets 111

Wealth Management

FEBRUARY 9, 2024

Through mutual funds, ETFs, target date funds and direct stock ownership, 168 million Americans have exposure to publicly traded REITs.

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Trade Brains

FEBRUARY 9, 2024

Prestige Estates Projects : With a market cap of ₹ 53,659 Cr, Prestige Estates Projects holds a prominent note, with its innovation, and strategic expansion. Over the past three decades, Prestige has transformed from a regional builder into a national behemoth, leaving a mark on the urban landscape. After the announcement of the quarterly results of Prestige Estates Projects, the stock saw an increase of 11% in just two days.

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Retail Portfolio Sales Management 105

A Wealth of Common Sense

FEBRUARY 9, 2024

Think back to the economic set-up at the end in September 2022. The stock market was down 25% on the year. The latest inflation reading was still well over 8%. Interest rates had shot up. The Fed was raising rates aggressively. A recession was all but consensus. And why wouldn’t it be? That’s what the Fed was telling everybody! Jerome Powell gave a press conference at the time that echoed the dire sentiment in.

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Economics Marketing Marketing 106

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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.

Banking

Alpha Architect

FEBRUARY 9, 2024

Advisors and investors should be aware that fund families that invest systematically have found ways to incorporate the research findings on the limits to arbitrage and the evolving changes we have discussed to improve returns over those of a pure index replication strategy. It seems likely this will become increasingly important, as the markets have become less liquid, increasing the limits to arbitrage and allowing for more overpricing.

Investing 105

Investing Investments Marketing Marketing 105

Wealth Management

FEBRUARY 9, 2024

Both NewEdge RIAs announced deals this week, as did EP Wealth, Crewe Advisors and Sanctuary. Income Research + Management and Angeles Wealth named new executives.

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Management 107

Advisor Perspectives

FEBRUARY 9, 2024

Nvidia Corp.’s stock has rallied so much this year that it’s now threatening to overtake Amazon.com Inc. to become the fourth most valuable US company.

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Marketing Marketing 98

Wealth Management

FEBRUARY 9, 2024

Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.

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Wealth Management Marketing Marketing Management 106

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.

Financial Advice

Discipline Funds

FEBRUARY 9, 2024

Here are some things I think I am thinking about this weekend. 1) Portfolio Insurance. I did a segment on Fox Business with Charles Payne this week in which we discussed a tweet of mine from earlier this week. T-Bonds are deflation insurance. Gold and commodities are inflation insurance. Bitcoin is fiat currency insurance. I was very excited about this because this was the first time my daughters have ever been on national TV.

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Insurance Economy Portfolio Assets 89

Wealth Management

FEBRUARY 9, 2024

The settlements with Northwestern Mutual, Guggenheim and Oppenheimer & Co. mirror other allegations concerning retaining electronic communications.

Communication 109

Communication Electronics 109

Calculated Risk

FEBRUARY 9, 2024

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. In January, severe winter weather significantly disrupted railroad and rail customer operations in much of the country. Moreover, uncertainty remains in the economy, especially in sectors that are important to railroads, like manufacturing.

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Manufacturing Economy 71

Wealth Management

FEBRUARY 9, 2024

Also, business valuation tech provider Capitaliz hires a new executive and TIFIN acquires The Giving Place.

Valuation 106

Valuation 106

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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.

Banking

Advisor Perspectives

FEBRUARY 9, 2024

Matt Bush and Evan Serdensky share their updated outlook following the latest FOMC meeting and the January jobs report.

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Investing Investments Marketing Marketing 114

Wealth Management

FEBRUARY 9, 2024

The addition builds on the wirehouse's ultra-high-net-worth business.

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Calculated Risk

FEBRUARY 9, 2024

From BofA: Next week, we will start 1Q GDP tracking with the January advance retail sales print. [Feb 9th comment] emphasis added From Goldman: We boosted our Q1 GDP tracking estimate by 0.1pp to +2.9% (qoq ar) and we left our domestic final sales forecast unchanged at +3.2% (qoq ar). [Feb 7th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2024 is 3.4 percent on February 8, unchanged from February

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Retail Sales 61

Wealth Management

FEBRUARY 9, 2024

A tweak to perspective, process or presentation could pay dividends.

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Insurance Marketing Marketing 106

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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!

Accounting

Calculated Risk

FEBRUARY 9, 2024

The BLS updated the seasonal factors for CPI. Although the changes were small, CPI over the last 6 months increased 3.1% (annualized) compared to the previously announced 3.3%. CPI for December was revised down from a 0.30% month-over-month increase to 0.23% with the updated seasonal factors. Core CPI was essentially unchanged over the last 6 months.

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Advisor Perspectives

FEBRUARY 9, 2024

The yield on the 10-year note ended February 9, 2024 at 4.17%, the 2-year note ended at 4.48%, and the 30-year at 4.37%.

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Trade Brains

FEBRUARY 9, 2024

Best Debt Free Stocks Under Rs 100 A debt free company is always looked at with a positive outlook as there is less risk of bankruptcy and management looks confident. In this article, we will look into a few debt free stocks under Rs 100 and worth keeping a watch. Please keep reading to know about it. Best Debt Free Stocks Under Rs 100 #1: NBCC (India) Ltd.

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Pharmaceutical Manufacturing Engineering Government 59

Truemind Capital

FEBRUARY 9, 2024

Do you want to create wealth from compounding? Aim for 12-15% returns and not 25%! You must be thinking why not target 25% returns? Well, here is the story. There is a typical cycle for most of the investors in the market. The most convenient and traditional investment options are FDs and real estate. When any FD investor wants to create a mutual fund portfolio, they expect returns slightly better than FDs.So if the FD is giving 7-8% returns, the expectation is to generate 10-12% returns over a

Valuation 59

Valuation Portfolio Assets Investing 59

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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.

Communication

Advisor Perspectives

FEBRUARY 9, 2024

The S&P 500 reached another record high on Friday as the index closed above 5000 for the first time in history. The index is currently up 5.98% year to date and has set a new record closing high ten times so far this year.

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Wealth Management

FEBRUARY 9, 2024

A guide to sensible separation and a dignified divorce.

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Advisor Perspectives

FEBRUARY 9, 2024

With eight seconds left on the play clock, Harrison Butker of the Kansas City Chiefs kicked a chip shot field goal that put the nail in the coffin for the Philadelphia Eagles.

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