Abnormal Returns
SEPTEMBER 26, 2023
Alternatives Private market access funds are all the rage. (morningstar.com) Alternative assets are not all that alternative. (integratinginvestor.com) Will music royalties turn out to be a worthy investment? (wired.com) Asset allocation How various asset classes performed during a recession. (morningstar.com) Achieving these three portfolio goals simultaneously is tough.
Nerd's Eye View
SEPTEMBER 26, 2023
Welcome back to the 352nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Bridget Venus Grimes. Bridget is the President of WealthChoice, a virtual independent RIA that oversees nearly $80 million in assets under management for 68 client families, and Co-Founder of Equita Financial Network, an advisor platform that helps advisors plug in and share resources.
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Abnormal Returns
SEPTEMBER 26, 2023
Portfolio management Fund investors prefer managers who stick to their knitting. (papers.ssrn.com) Why portfolio managers invest more research into short positions. (papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same. (insights.finominal.com) Research shows high equity market returns post-high VIX levels.
The Reformed Broker
SEPTEMBER 26, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: â–ºThe ‘flation – 75% probability of a shutdown. â–ºRisks to the Economy – “A year of surprisingly strong growth is about to be tested by a strike, the possibility of a government shutdown, student loans.
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.
A Wealth of Common Sense
SEPTEMBER 26, 2023
Jeremy Grantham was on The Compound and Friends with Michael and Josh last week talking bubbles. [link] says real estate is a global bubble and prices should fall 30% or so. I partially agree and partially disagree with Grantham here. I continue to believe the U.S. housing market is not in a bubble. Is the housing market broken in many way.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
SEPTEMBER 26, 2023
The Federal Housing Finance Agency (FHFA) house price index (HPI) continued its climb in July, coming in at 409.5. U.S. house prices increased by 0.8% from the previous month and by 4.6% from one year ago. After adjusting for inflation, the real index is up 0.8% month-over-month and up 3.4% year-over-year.
Wealth Management
SEPTEMBER 26, 2023
LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices, while capturing a larger share of the independent advisory market.
Trade Brains
SEPTEMBER 26, 2023
Top Indian Stocks Held By Morgan Stanley : With more than 29 years of experience in India, Morgan Stanley offers both domestic and foreign clients a range of services. The Company employs over 10,000 Indians across its locations and operates a leading institutional securities platform in India that provides a full range of investment banking, capital markets, equities, fixed income, commodities, and derivative products, as well as research.
Wealth Management
SEPTEMBER 26, 2023
Beaman enters the next chapter of her career, which includes a place on Commonwealth’s advisory board and a new executive coaching and consulting business.
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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.
Advisor Perspectives
SEPTEMBER 26, 2023
The Conference Board's Consumer Confidence Index® declined again in September, marking two consecutive months of decline. The index dropped to 103.0 from August's upwardly revised reading of 108.7. This month's reading was worse than expected, falling below the 105.5 forecast.
Wealth Management
SEPTEMBER 26, 2023
The total value of global real estate—residential, commercial and agricultural—reached $379.7 trillion in 2022, according to Savills. Bloomberg reported on billionaires betting on the U.S. multifamily sector. These are among the midweek must reads from the real estate investment world.
Calculated Risk
SEPTEMBER 26, 2023
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales decrease to 675,000 Annual Rate in August Brief excerpt: The Census Bureau reports New Home Sales in August were at a seasonally adjusted annual rate (SAAR) of 675 thousand. The previous three months were revised up, combined. The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate).
The Irrelevant Investor
SEPTEMBER 26, 2023
559 days ago, the fed began a rate hiking cycle that would be unlike anything the modern investor had ever seen. The stock market saw this coming. When they finally decided they needed to fight inflation, micro-cap stocks were in a 19% drawdown. The Nasdaq-100 had fallen 16% from its peak. The indices would fall further still as investors digested what higher rates would mean for the economy and the companies that underl.
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.
SEI
SEPTEMBER 26, 2023
Diversity, equity & inclusion (DEI) are important to many businesses but approaches to DEI can vary. Learn how SEI created a thoughtful approach with vision and commitment.
Wealth Management
SEPTEMBER 26, 2023
Traditional sales can be time-consuming, with negotiations and contingencies that might cause the closing process to take months.
Clever Girl Finance
SEPTEMBER 26, 2023
It’s totally normal to want things you can’t afford, but it can damage your finances if you give into temptation too often. This is because it makes you start living above your means. Whilst it’s hard to admit that you don’t have the funds for a massive house or a brand new car, it’s essential if you want to start living below your means. Table of contents Why is it important to live below your means How living above your means impacts your finances Signs you’re living above your means How to st
Wealth Management
SEPTEMBER 26, 2023
Life events or job changes can be a great client touchpoint around the need for review of client health insurance.
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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 Irrelevant Investor
SEPTEMBER 26, 2023
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts latest KPI function, and here for 20% off your initial subscription for new subscribers! On today’s show, we discuss: Are we heading for a recession? Rising rates make big companies even richer S&P US Scorecard You might be paying too much for that index fund Dead NFTs: The evolving landscape of the NFT market House poor is back: .
Wealth Management
SEPTEMBER 26, 2023
The TAMP also did not disclose conflicts related to custodial support payments; AssetMark will pay $18 million to settle the charges.
Random Roger's Retirement Planning
SEPTEMBER 26, 2023
A couple of follow ups. First on Monday's post about using return stacking to slightly increase the retirement withdrawal rate, I forgot about the WisdomTree Core Efficient Plus Fund (NTSX) which is leveraged up such that 67% in that fund equals 100% into a 60/40 portfolio like the Vanguard Balanced Income Fund (VBAIX). That leaves the remaining 33% to maybe leverage up to buy more stock (not what I would do) or add diversifying strategies that could lead to a similar return as full 60/40 but wi
Wealth Management
SEPTEMBER 26, 2023
Advisors’ true value lies in empathy and coaching clients to live in alignment with their priorities.
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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
SEPTEMBER 26, 2023
Here are the 10 best books I read from September 2022 through August 2023.
Wealth Management
SEPTEMBER 26, 2023
New Jersey's pilot program will begin in 2024, followed by a phased rollout that kicks off later in the year.
Million Dollar Round Table (MDRT)
SEPTEMBER 26, 2023
By Matt Pais, MDRT Content Specialist In a situation where a client’s family member allegedly takes advantage of them, advisors might not necessarily be able to take action. Gregory B. Gagne, ChFC When a client’s son allegedly took advantage of him, MDRT President Gregory B. Gagne, ChFC , a 24-year MDRT member from Exeter, New Hampshire, couldn’t speak up because the client, who had transferred power of attorney from his other son, told Gagne his advisor could no longer speak to the son who lost
Wealth Management
SEPTEMBER 26, 2023
Former iShares managing director Josh Warren to replace long-tenured Pete D’Arrigo as finance chief of the publicly traded TAMP.
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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.
Trade Brains
SEPTEMBER 26, 2023
Remember those days in 2016 when Ambani launched the Jio SIM? He made the internet and calls free for almost 6 months in the beginning. Back then, most of us thought, “We’ll just switch back after the freebie period.” But guess what? Many of us are still using the same Jio SIM today, even if we keep one more in the second slot, just in case.
Wealth Management
SEPTEMBER 26, 2023
Data is not a byproduct of an RIA’s work. It is an asset to be cultivated and protected.
Advisor Perspectives
SEPTEMBER 26, 2023
The August release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 675,000 units, below the forecast of 700,000. New home sales were down 8.7% month-over-month from a revised rate of 739,000 in July but up 5.8% from one year ago. The median home price is now at $430,300, down $6,300 from July on a nominal basis.
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