Wealth Management
AUGUST 20, 2024
The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.
Abnormal Returns
AUGUST 20, 2024
Insiders Corporate insiders are playing games with how they are reporting their stock sales. (bloomberg.com) How corporate insiders get away with insider trading while following the rules. (papers.ssrn.com) Corporate finance How inclusion in a benchmark can affect subsequent corporate investment. (papers.ssrn.com) Nobody wants to talk about diversity on conference calls any more.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
AUGUST 20, 2024
Advisors Gary Perl and Katie Janda collectively manage more than $360 million in client assets and join Raymond James’ employee channel.
Advisor Perspectives
AUGUST 20, 2024
US job growth in the year through March was likely far less robust than initially estimated, which risks fueling concerns that the Federal Reserve is falling further behind the curve to lower interest rates.
Advertisement
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
Wealth Management
AUGUST 20, 2024
Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.
A Wealth of Common Sense
AUGUST 20, 2024
There’s plenty of investment advice out there based on what one must do to be successful. You don’t see many people who take the opposite approach and talk about what you shouldn’t do. There are many ways to succeed as an investor but only a few avenues to failure. Here are some surefire ways to make poor investment decisions: 1. Pretend you’re smarter than the market.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
AUGUST 20, 2024
Welcome everyone! Welcome to the 399th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kelli Kiemle. Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 billion in assets under management for 750 client households. What's unique about Kelli, though, is how she leads efforts at Halbert Hargrove to maintain the firm's 4 core values and build a strong culture, even and especi
Wealth Management
AUGUST 20, 2024
Technology and the growth of wealth management firms.
The Big Picture
AUGUST 20, 2024
The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX insert transcript here XXXXX ~~~ The post Transcript: Mike Greene, Simplify Asset Management appeared first on The Big Picture.
Wealth Management
AUGUST 20, 2024
The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.
Advertisement
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
Yardley Wealth Management
AUGUST 20, 2024
The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors. Fluctuations in stock prices, interest rates, and economic indicators can trigger fear and uncertainty, leading many to abandon their financial plans in favor of reactive decision-making.
Wealth Management
AUGUST 20, 2024
The state of investor sentiment report.
Advisor Perspectives
AUGUST 20, 2024
Oil, copper, soybeans and a handful of others monopolized the attention — but of all commodities, the humble lump of iron ore benefited the most from the Chinese economic boom of the last 25 years.
Wealth Management
AUGUST 20, 2024
With the election season heating up, Morningstar looked at how the potential outcomes could affect investors. Vanguard published its most recent investment and economic outlook, which lays out its bull case for bonds. These are among the investment must reads we found this week for wealth advisors.
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.
Million Dollar Round Table (MDRT)
AUGUST 20, 2024
By Mike Beirne, Round the Table editor Looking for ways to improve your skills and knowledge? Here are four books recommended by MDRT members to provide insight and guidance. Mesa Para Una by Caro Saracho (Spanish-to-English translation: Table for One by Sharmila Bhushan) reflects on the humorous journey of a woman who chooses to be single and fulfilled in the modern world.
Wealth Management
AUGUST 20, 2024
London-based ETC Group's products include a physically backed Bitcoin fund.
Advisor Perspectives
AUGUST 20, 2024
Gas prices fell to their lowest level in 23 weeks this past week. As of August 19th, the price of regular and premium gas decreased 3 cents and 2 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $73.66, down 8.0% from last week.
Wealth Management
AUGUST 20, 2024
TradePMR poaches four technology hires in an effort to deepen integrations and improve the user experience and better compete with the big custodians.
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.
Advisor Perspectives
AUGUST 20, 2024
Given the inevitable ups and downs of the financial world, the joy of missing out on the frenzy might be a strong component of long-term financial and emotional wellbeing.
Wealth Management
AUGUST 20, 2024
Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges.
Advisor Perspectives
AUGUST 20, 2024
Here’s the truth: your prospect doesn’t need a friend and isn’t looking for one. They need someone to be honest and to tell them the truth, as painful as it might be, about the seriousness of their situation.
Wealth Management
AUGUST 20, 2024
The challenge from sports betting should be met with better, more innovative financial solutions for retail investors.
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.
SEI
AUGUST 20, 2024
It’s time to take a closer look at how Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) help put you in control.
Wealth Management
AUGUST 20, 2024
The central bank sets interest rates, but the federal government decides what kind of bonds to sell to the public.
Advisor Perspectives
AUGUST 20, 2024
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Wealth Management
AUGUST 20, 2024
The precious metal’s 21% year-to-date surge has made it one of the best performing major commodities in 2024.
Advertisement
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.
Random Roger's Retirement Planning
AUGUST 20, 2024
A reader asked about the 15/15/15 portfolio we studied on Monday. He wanted to know how it did in The Great Hiccup of August, 2024. It was too soon to know from Portfoliovisualizer I said but remembered that the backtesting tool at Arch Indexes can do this. As a reminder, this is the portfolio; 15% Northrup Grumman client holding 15% iShares US Technology ETF client holding 15% SPDR Consumer Discretionary ETF client holding 10% Stone Ridge Hi Yield Reinsurance this is a cat bond fund 10% AQR Man
Leading Advisor
AUGUST 20, 2024
Are you ready to partner with an FCOO (Fractional Chief Operating Officer) who will listen to you, work with you to create a plan, and… The post Are You Ready To Partner With A FCOO? appeared first on Leading Advisor - Simon Reilly.
Advisor Perspectives
AUGUST 20, 2024
More than any of the megacap technology stocks, Amazon.com Inc.’s big spending ways are coming at the expense of profits, and its shares are being punished as a result.
Validea
AUGUST 20, 2024
Free cash flow yield can be an underutilized metric for value investors. Ratios like the PE ratio and price/book can be more popular among investors, but both have significant drawbacks, especially in a world driven by companies with high intangible assets. Free cash flow yield can help address these problems and was able to more accurately value many of the big tech companies when the other metrics painted a less accurate picture.
Advertisement
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?
Expert insights. Personalized for you.
306 
Let's personalize your content