Calculated Risk

OCTOBER 11, 2024

From BofA: Since our last weekly publication, our 3Q GDP tracking estimate is unchanged at 2.6% q/q saar. [Oct 11th estimate] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +3.2% (quarter-over-quarter annualized) and our Q3 domestic final sales forecast unchanged at +2.8%. [Oct 8th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2024 is 3.2 percent on October 9, unch

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Sales Investing Investments 288

Wealth Management

OCTOBER 11, 2024

AlTi’s CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path for the business.

Marketing 278

Marketing Marketing 278

Calculated Risk

OCTOBER 11, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-October 2024 A brief excerpt: This 2-part overview for mid-October provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! And currently inventory is increasing year-over-year but is still well below pre-pandemic levels.

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Marketing Marketing 278

Wealth Management

OCTOBER 11, 2024

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.

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Planning 278

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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

Accounting

Abnormal Returns

OCTOBER 11, 2024

Finance JP Morgan Chase ($JPM) says the consumer is in good shape. (sherwood.news) One company's loss is another's gain. (ft.com) Biotech IPOs keep happening. (biopharmadive.com) Fund management A closer look at the proposed SPDR SSGA Apollo IG Public & Private Credit ETF. (citywire.com) Blackrock ($BLK) now manages some $11.5 trillion. (s24.q4cdn.com) AI How Flexport is using AI.

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Math Financial Advising Media Economy 278

Wealth Management

OCTOBER 11, 2024

Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance and more.

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Compliance Financial Advisor 278

Wealth Management

OCTOBER 11, 2024

Technology enables better human interactions; it does not replace them, writes the head of Axos Clearing.

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Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – in particular, certain static ads that did not provide as much context into the messaging as a series of 15-second video ads – realistically rep

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Wealth Management

OCTOBER 11, 2024

BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and 2023.

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Marketing Marketing 277

The Big Picture

OCTOBER 11, 2024

Live from FutureProof in Huntington Beach, California, Barry Ritholtz speaks with Joe Lonsdale of 8VC. Previously, he co-founded Palantir Technologies , founded Adapar , a wealth management platform, and Opto , a private market investment platform. In this episode, Lonsdale discusses the importance of technology in various sectors, the need for innovation in defense, and the potential of AI to transform the services industry.

Wealth Management 173

Wealth Management Government Management Investments 173

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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

Clients

Wealth Management

OCTOBER 11, 2024

Two leaders with different career paths, but a common theme: Joining principals who gave them the latitude to make an impact.

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Calculated Risk

OCTOBER 11, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For September, Realtor.com reported inventory was up 34.0% YoY, but still down 23.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 30.5% YoY.

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Sales Numbers Marketing Marketing 147

Wealth Management

OCTOBER 11, 2024

Our tech columnist discusses AI and compliance with the chief executive of one of the industry’s largest providers of communications compliance technology.

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Compliance Communication 264

Alpha Architect

OCTOBER 11, 2024

Because the Sahm rule focuses solely on the unemployment rate, caution is warranted before assuming it is signaling a recession. The Sahm Rule as a Recession Indicator was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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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.

Management

Wealth Management

OCTOBER 11, 2024

Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an attempt to bring family office-style investing to the masses.

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Investments Investing 254

Advisor Perspectives

OCTOBER 11, 2024

Wholesale inflation was unchanged last month, compared to expectations of a 0.1% increase. The producer price index for final demand was flat month-over-month (s.a.). On an annual basis, headline PPI decelerated from 1.9% in August to 1.8% in September.

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Trade Brains

OCTOBER 11, 2024

The Indian paint industry is rapidly growing, driven by rising urbanization and increased disposable incomes. Stiff competition among key players has made the market highly dynamic. Asian Paints, the industry leader, continues to dominate with its strong brand presence and extensive distribution network. Kansai Nerolac and Berger Paints also hold significant market shares, offering various decorative and industrial paints.

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Distribution Consulting Accounting Commission 98

A Wealth of Common Sense

OCTOBER 11, 2024

A study from Cambridge University trained monkeys to expect either 2 or 20 liquid treats for completing certain tasks. Think of these rewards as income earned for doing their job. Once those baseline expectations were set, the researchers would unexpectedly give them 4 (instead of 2) or 40 (instead of 20) reward units. The crazy thing is the magnitude of the increase in reward didn’t matter — the dopamine rele.

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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.

Numbers

Truemind Capital

OCTOBER 11, 2024

If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” I asked, “Why do you think we should invest in these hot themes?” He said “I feel we are missing out” Classic – Fear of missing out I told him that his investment portfolio is already generating excellent returns close to thes

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Investments Investing Valuation Portfolio 59

Advisor Perspectives

OCTOBER 11, 2024

Two senior Wall Street executives complained this week that over-regulation is discouraging initial public offerings. JPMorgan Chase & Co. CEO Jamie Dimon partly blamed the zeal of securities regulators for the drop in IPOs that began in March 2022, a sentiment echoed by Citadel Securities CEO Peng Zhao.

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Carson Wealth

OCTOBER 11, 2024

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the factors behind the current market strength and provide insights into what lies ahead. Tune in as they analyze: The impact of GDP growth Profit gains The addition of 254,000 new jobs Ways investors can navigate today’s economic landscape And more!

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Economics Marketing Marketing Investing 59

Advisor Perspectives

OCTOBER 11, 2024

Foreign investors have been buying more US corporate bonds, a trend that will likely continue as Federal Reserve monetary easing lowers the cost of hedging and investors hunt for yield.

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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.

Accounting

Covisum

OCTOBER 11, 2024

On October 10, 2024, the Social Security Administration (SSA) declared a 2.5 percent increase in the monthly Social Security benefits. This Cost of Living Adjustment (COLA) is aimed at preserving the purchasing power of Social Security and Supplemental Security Income benefits against inflation.

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Random Roger's Retirement Planning

OCTOBER 11, 2024

Eric Crittenden sat for the Algorithmic Advantage podcast , it was about an hour and twenty minutes and covered a lot of ground. Crittenden manages the Standpoint Multi-Asset Fund (BLNDX/REMIX) which I've owned personally and for clients pretty much since the fund listed. There were some great points made to share and explore. The first point is that I think he validated a point I've been making for many years about managed futures and the importance of T-bill yields to the funds in the space.

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Wealthfront

OCTOBER 11, 2024

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. What do I actually need to know about the yield curve? You’ve probably seen the […] The post Ask Wealthfront: What Do I Need To Know About the Yield Curve?

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Media Investing Investments 52

ModernAdvisor

OCTOBER 11, 2024

Market Update All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. Sources: *Sources: MSCI, FTSE, TMX, S&P The third quarter of 2024 was an uncharacteristically strong one, with most equity and fixed income markets producing strong returns. The third quarter is historically the weakest quarter of the year, with September being the […] The post Market Update – Q3 2024 appeared first on ModernAdvisor Blog.

Marketing 52

Marketing Marketing Investing Investments 52

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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.

Accounting

Advisor Perspectives

OCTOBER 11, 2024

The S&P 500 finished the week ending October 11 with another record-breaking rally, up 0.97% from last Friday. The index just notched a new all-time closing high and is now up 22.61% year-to-date.

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Validea

OCTOBER 11, 2024

Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing” This strategy aims to identify undervalued stocks by focusing on companies with strong financial positions and consistent earnings. The approach uses strict criteria to select stocks, emphasizing safety and value over growth potential.

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Valuation Assets Sales Portfolio 52

Advisor Perspectives

OCTOBER 11, 2024

Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.

Taxes 52

Taxes Planning 52

MainStreet Financial Planning

OCTOBER 11, 2024

It’s that time of year again—Open Enrollment season! This is your opportunity to review and update your benefit elections, which can include health insurance and other employer-provided options. Here are four key categories to review during your open enrollment this year: 1. Healthcare Open enrollment is an excellent time to reassess your healthcare needs for the upcoming year.

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Healthcare Insurance Accounting Taxes 52

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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?

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