The Reformed Broker
NOVEMBER 11, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
The Big Picture
NOVEMBER 11, 2023
This week, we speak with Linda Gibson , who is CEO of PGIM ‘s Quantitative Solutions , a pioneer in quant investing managing $119 billion in assets. Gibson holds a bachelor’s degree in mathematics from Bates College and a law degree from Boston College and is a graduate of the Advanced Management Program at Harvard Business School. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.
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Trade Brains
NOVEMBER 11, 2023
Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc. is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. The Vanguard Group has customers all throughout the world. As of April 2023, the company held around $7.7 trillion in global assets under management.
Advisor Perspectives
NOVEMBER 11, 2023
Global investing is easily accessible through the financial markets. Many investors prefer to stick to companies and industries they are familiar with.
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.
The Irrelevant Investor
NOVEMBER 11, 2023
Articles Underspending seems to be part of their identities. (By Christine Benz) Take your ambition and multiply it by 100 (By Packy McCormick) Once it hit a large enough market value, it was inevitable that Netflix would entice new entrants to its market. (By Marc Rubinstein, paid) Banks and fund companies across the board are vacuuming up money now that money market funds are yielding north of 5% (By Ben Carlson) Does y.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
SEI
NOVEMBER 11, 2023
Military Friendly recognized SEI for the seventh consecutive year.
Advisor Perspectives
NOVEMBER 11, 2023
The bond market giveth and the bond market taketh away. The S&P 500 Index closed in the red Thursday, blowing its widely-hyped chance at a nine-day winning streak, which would have been its best run since 2004.
Calculated Risk
NOVEMBER 11, 2023
At the Calculated Risk Real Estate Newsletter this week: • 2nd Look at Local Housing Markets in October • Part 1: Current State of the Housing Market; Overview for mid-November • Inventory will Tell the Tale • 1st Look at Local Housing Markets in October • ICE (Black Knight) Mortgage Monitor: "It’s fair to expect prices to weaken later in 2023 This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.
Advisor Perspectives
NOVEMBER 11, 2023
Individual investors who had been behind the stock market rally this year pulled more money from US equities in October than they have in any month over the past two years.
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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.
Ballast Advisors
NOVEMBER 11, 2023
Tel: 651-200-3102 BXiong@ballastadvisors.com 2550 University Ave W. STE 314-N Saint Paul, MN 55114 ballastadvisors.com Bi Xiong Client Services Manager Bi Xiong obtained her Bachelor of Arts in Nutrition Dietetics from the College of Saint Benedict/Saint John’s University and later earned a Master of Science in Human Nutritional Sciences from the University of Wisconsin-Stout.
Advisor Perspectives
NOVEMBER 11, 2023
Nvidia bulls are starting to throw around an adjective rarely used for a stock that’s more than tripled in less than a year: cheap.
Ballast Advisors
NOVEMBER 11, 2023
Tel: 651-200-3102 ekammueller@ballastadvisors.com 2550 University Ave W. STE 314-N Saint Paul, MN 55114 ballastadvisors.com Erin Kammueller Client Services Coordinator Erin, a recent graduate of the College of St. Benedict in St. Joseph, MN, joins the team at Ballast Advisors with a fresh perspective and a rich academic background. She holds a Bachelor of Arts degree in English & Hispanic Studies, with a minor in Latino/Latin American Studies.
Indigo Marketing Agency
NOVEMBER 11, 2023
Here at Indigo Marketing Agency, we’re on a mission to help financial advisors grow their business with custom marketing. We are passionate about helping advisors spend more time doing what they do best—providing excellent customer service to their clients without being weighed down by DIY marketing or strategies that just don’t work. Watch the quick video below where we describe our three-part process: Build a solid marketing foundation.
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.
Ballast Advisors
NOVEMBER 11, 2023
Tel: (941) 621-4015 223 Taylor Street, Suite 1210 Punta Gorda, FL 33950 tbartlett@ballastadvisors.com ballastadvisors.com Tessah Bartlett Client Service Manager Tessah has a genuine passion for building relationships with clients at Ballast Advisors in our Punta Gorda Office. Outside of work, Sarah enjoys spending time with her fur babies, exploring new places and foods and spending time with her four nephews. “Not all who wander are lost.
Advisor Perspectives
NOVEMBER 11, 2023
Exploring federal budget data is a journey through endless rabbit holes, some of which are eerily close to Alice in Wonderland insanity. Countless variables interact in unexpected ways. Seemingly small changes can cascade into billions of dollars within a few years.
Abnormal Returns
NOVEMBER 11, 2023
EVs EVs are going from niche to mainstream. (nytimes.com) Buc-ee's has plans to add EV chargers. (arstechnica.com) How EV batteries can be integrated into the grid. (bloomberg.com) Electric school buses could be an important part of the grid. (nytimes.com) Electric trucks make most sense for shorter routes. (thecooldown.com) When the best way to put out an EV fire is to just let it burn.
Advisor Perspectives
NOVEMBER 11, 2023
Topics discussed included the future of investment management and generational differences among investors as well as trends and technologies transforming the industry, including artificial intelligence (AI) and digital assets.
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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.
The Big Picture
NOVEMBER 11, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The fight over return-to-office is getting dirty. Return-to-office mandates indicate a failure of imagination on the part of management and a refusal to do the work necessary to create a positive company culture. ( Business Insider ) • The Business of Extracting Knowledge from Academic Publications : TL;DR: I worked on biomedical literature search, discovery and recommende
Advisor Perspectives
NOVEMBER 11, 2023
We’ve always intended for the unique collaboration between AllianceBernstein (AB) and Columbia University to serve the broader asset-management industry. Asset owners and managers alike are eager to explore the complex issues of climate change and its potential effect on investments and investment decision-making.
Calculated Risk
NOVEMBER 11, 2023
The key economic reports this week are October CPI, Retail Sales, and Housing Starts. For manufacturing, October industrial production, and the November New York, Philly and Kansas City Fed surveys, will be released this week. -- Monday, November 13th -- No major economic releases scheduled. -- Tuesday, November 14th -- 6:00 AM: NFIB Small Business Optimism Index for October. 8:30 AM: The Consumer Price Index for October from the BLS.
Advisor Perspectives
NOVEMBER 11, 2023
One of the most frequently mentioned criticisms of Bitcoin mining is that it’s energy-intensive. Making that matter worse is that the industry is a massive consumer of fossil fuels, arguably inviting that criticism.
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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!
Advisor Perspectives
NOVEMBER 11, 2023
Rising interest rates and inflation have kept emerging markets (EM) bulls from charging. But an improving macroeconomic environment could potentially be underway after the Federal Reserve’s recent rate pause.
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