$109 Trillion Global Stock Market
The Big Picture
OCTOBER 4, 2023
Source: Visual Capitalist Batnick also takes a swing at this: What’s the Stock Market Worth? The post $109 Trillion Global Stock Market appeared first on The Big Picture.
Wed.Oct 04, 2023
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Personal finance links: a bad plan
Abnormal Returns
OCTOBER 4, 2023
Podcasts Sam Dogen talks fear with Farnoosh Torabi author of "A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life." (sites.libsyn.com) Dan Haylett talks with Hal Hershfield author of "Your Future Self: How to Make Tomorrow Better Today." (humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools.
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Trending Sources
10 Wednesday AM Reads
The Big Picture
OCTOBER 4, 2023
My mid-week morning train reads: • The insider: how Michael Lewis got a backstage pass for the fall of Sam Bankman-Fried : As author of The Big Short and Moneyball, Michael Lewis is perhaps the most celebrated journalist of his generation. Now he delivers an astonishing portrait of the fallen crypto billionaire. But did he get too close? ( The Guardian ) but see In Michael Lewis, Sam Bankman-Fried found his last and most willing victim.
Wednesday links: post-peak TV
Abnormal Returns
OCTOBER 4, 2023
Markets The stock market is coming to terms with higher interest rates (for longer). (awealthofcommonsense.com) Japan's stock market has some catalysts working in its favor. (wsj.com) Why Treasury securities are different. (ft.com) ETFs State Street Global ($STT) is expanding the number of ETFs that engage in securities lending. (etf.com) The number of fixed income ETFs is on the rise.
Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age
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.
MBA: Mortgage Applications Decreased in Weekly Survey; Purchase Apps Lowest Since 1995
Calculated Risk
OCTOBER 4, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 6.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 29, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 6.0 percent on a seasonally adjusted basis from one week earlier.
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The Long Game: Why Patience and Perspective Matter in Investing
Validea
OCTOBER 4, 2023
By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It’s the ability to endure difficult circumstances, persevere in the face of adversity, or wait calmly for the achievement of a goal. Patience pays off when investing.
Daniel Crosby: Relationships Are Priceless, Finding True Connection Difficult
Wealth Management
OCTOBER 4, 2023
Orion Advisor Solutions’ chief behavioral officer explains why advisors should employ “human-first” thinking in their practices at annual Nitrogen conference.
Secular Market Trends: A Perspective on Bull and Bear Markets
Advisor Perspectives
OCTOBER 4, 2023
The S&P 500 real monthly averages of daily closes peaked in November of 2021 and 2022 was a bear market. Let's examine the past to broaden our understanding of the range of historical trends in market performance.
Snappy Kraken Unveils Nitrogen Lead Generation Campaign
Wealth Management
OCTOBER 4, 2023
The new marketing campaign uses Nitrogen’s “Risk Numbers” to help advisors drive traffic to its “Risk Assessment Questionnaire” and capture leads.
2024 Lending Outlook: Innovations and Evolutions in the Financial Sector
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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.
Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis
Trade Brains
OCTOBER 4, 2023
Top Stocks Held by Quant Small-Cap Fund : Quant Mutual Fund-Quant Small Cap mutual fund product is the Quant Small Cap Fund Direct Plan-Growth. This fund was established on January 1, 2013. As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. Quant mutual fund Quant small cap fund publicly owns 29 stocks with a net worth of over Rs. 3,601.0 Cr, according to corporate shareholdings declared f
Focused on the Future: Luis Rosa on Leading with Planning, Authenticity and Specialty
Wealth Management
OCTOBER 4, 2023
Luis Rosa, founder of Build a Better Financial Future discusses the importance of authenticity in your approach and your business model.
Happiness Allies: Unmasking the Powerhouse Behind AdvicePay’s Customer Support Team
AdvicePay
OCTOBER 4, 2023
A Customer-Centric Culture In the ever-evolving landscape of the wealth management industry, one factor that remains constant is the paramount importance of customer support. At the heart of this mission lies the superheroes of AdvicePay’s success – our exceptional Customer Support Team, aka Happiness Allies. At AdvicePay, our team has made customer satisfaction our North Star.
Charitable Giving Has Bounced Back
Wealth Management
OCTOBER 4, 2023
The average amount donated by affluent individuals to charity in 2022 was up 19% from pre-pandemic levels, according to a recent Bank of America study.
Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth
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.
How to Follow Up with a Ghost
Advisor Perspectives
OCTOBER 4, 2023
The most challenging assignments I receive start with the advisor asking: “I had a great meeting with a prospect. Now I’m being ghosted. What should I do?
Latest Sanctuary Hire Caps 16 Months of Executive Changes and Flatlined Assets
Wealth Management
OCTOBER 4, 2023
After a year and a half of high-level upheaval and no reported asset growth, Sanctuary has brought in a 30-year Morgan Stanley vet to lead East Coast expansion.
Five Charts Showing How 5% US Yield Would Cause Turmoil in Markets
Advisor Perspectives
OCTOBER 4, 2023
As global financial markets reel under the possibility of 5% benchmark Treasury yields, the question on investors’ minds: how much worse could it get?
RIA Mid-Week Roundup: Marrella Private Wealth Launches as Independent RIA
Wealth Management
OCTOBER 4, 2023
A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.
Transforming Lending: Understanding the Power of Digital Platforms
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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.
Lessons From LTCM: The Risk of Rising Rates
Advisor Perspectives
OCTOBER 4, 2023
This article summarizes two interest rate-related crises, Long Term Capital Management (LTCM) and the lesser-known financial crisis of 1966.
Serial Entrepreneur Joe Lonsdale on Breaking Into the RIA Market
Wealth Management
OCTOBER 4, 2023
The founder of Palantir, Addepar and Opto Investments discusses working with the government, his new alts investment platform and the complexities of RIAs.
Heavy Truck Sales Solid in September, Up 5% YoY
Calculated Risk
OCTOBER 4, 2023
The BEA released their estimate of vehicle sales for September today. This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the September 2023 seasonally adjusted annual sales rate (SAAR). Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
A Fireside Chat With Joe Lonsdale
Wealth Management
OCTOBER 4, 2023
The serial entrepreneur discussed a range of topics Tuesday with Nitrogen CEO Aaron Klein during Nitrogen's annual conference.
Your New & Improved Month-End Close Process Is Not So Far Out of Reach!
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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!
Top Stocks Held By President Of India – President’s Portfolio Analysis!
Trade Brains
OCTOBER 4, 2023
Top Stocks Held By President Of India : State-owned or corporations with majority ownership held by the government are called public sector undertakings or PSUs. PSUs are of three types SLPEs – State Level Public Enterprises CPSEs – Central Public Sector Enterprises PSBs – Public Sector Banks. The government holds these companies with the intent of nation-building and advancement of the economy rather than having profits as the primary objective like corporations held by private citizens or othe
Planning for Vulnerable Adults
Wealth Management
OCTOBER 4, 2023
Help clients protect clients themselves before the onset of challenges or the occurrence of abuse.
Animal Spirits: Yolo Spenders
A Wealth of Common Sense
OCTOBER 4, 2023
Today’s Animal Spirits is brought to you by Nuveen and Kaplan Schweser: See here for more information on investing with Nuveen See here to save 10% on Schweser CFA exam prep materials On today’s show, we discuss: The worlds priciest stock market Why a US recession is still likely – and coming soon Only richest 20% of Americans still have excess pandemic savings Americans are still spending like th.
Nitrogen CEO Aaron Klein Looks To The Future
Wealth Management
OCTOBER 4, 2023
"If you’re completely adverse to change, you may want to retire real soon.
The Blueprint for a Customer-Centric Digital Lending Experience
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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.
ADP: Private Employment Increased 89,000 in September
Calculated Risk
OCTOBER 4, 2023
From ADP: ADP National Employment Report: Private Sector Employment Increased by 89,000 Jobs in September; Annual Pay was Up 5.9% Private sector employment increased by 89,000 jobs in September and annual pay was up 5.9 percent year-over-year, according to the September ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Expanding Horizons: Driving Convergence of Wealth Management and Retirement Planning
Wealth Management
OCTOBER 4, 2023
Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management.
Crypto Prices Start October with a Surge
Advisor Perspectives
OCTOBER 4, 2023
Bitcoin hit its highest level since mid-August to kick off October and is now up ~65% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 10/3.
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