The Reformed Broker
SEPTEMBER 20, 2023
Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up. Founders Josh Brown and Matt Middleton of Ritholtz Wealth Management knew the industry was due for some change, so they boldly decided to lead the way.
Nerd's Eye View
SEPTEMBER 20, 2023
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the potential impact of sequence-of-return risk on an investor's portfolio, modeling those risks across h
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The Big Picture
SEPTEMBER 20, 2023
With 10 days left in the Third Quarter, it seems that lots of folks have been obsessing about the various GDP Now forecasts. The thinking is the data will impact how the FOMC will determine whether we get more rate increases or if it’s higher for longer , or even potentially reflecting a 2024 recession and Fed rate cuts. Now Casting was first developed by the Federal Reserve Bank of Atlanta to provide a real-time estimate of GDP growth for the current quarter.
Nerd's Eye View
SEPTEMBER 20, 2023
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the potential impact of sequence-of-return risk on an investor's portfolio, modeling those risks across h
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.
Wealth Management
SEPTEMBER 20, 2023
To an outsider, advisor Cary Carbonaro looked like a strong, successful woman. But behind closed doors, she faced physical, mental and verbal abuse on a daily basis in a toxic relationship.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 20, 2023
Rashawn Russell faces up to 30 years in prison after pleading guilty to his role in a scheme that defrauded nearly 30 investors out of approximately $1.5 million.
Calculated Risk
SEPTEMBER 20, 2023
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Sees Softening Business Conditions in August The AIA/Deltek Architecture Billings Index (ABI) eased modestly in August, with a score of 48.1 , marking the eleventh consecutive month of essentially flat billings at architecture firms.
Wealth Management
SEPTEMBER 20, 2023
The SEC fined CBRE $375,000 over language in its separation agreements that prevented potential whistleblowers from reporting, according to The Wall Street Journal. Global credit manager Marathon said it is among the bidders for Signature Bank’s $33 billion commercial real estate loan portfolio, reports Bloomberg. These are among the must reads from the real estate investment world.
Trade Brains
SEPTEMBER 20, 2023
Organic Recycling Systems IPO Review: Organic Recycling Systems Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 21, 2023, and close on September 26, 2023. This is an SME(Small and Medium-sized Enterprise) IPO and the company is going to be listed on the BSE SME platform. In this article, we will look at Organic Recycling Systems IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP.
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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.
WiserAdvisor
SEPTEMBER 20, 2023
In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. By implementing vesting schedules for employer-contributed funds, organizations aim to foster long-term commitment and reduce employee turnover. Against this backdrop, understanding your vested balance becomes crucial, as it directly influences your entitlement to these employer-contributed assets.
Wealth Management
SEPTEMBER 20, 2023
New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.
Random Roger's Retirement Planning
SEPTEMBER 20, 2023
Finomial took a look at the potential diversification benefits of convertible bonds, hat tip Abnormal Returns for the link. We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe.
Wealth Management
SEPTEMBER 20, 2023
DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.
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.
Meb Faber Research
SEPTEMBER 20, 2023
Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company.
Wealth Management
SEPTEMBER 20, 2023
Cannabis ETFs were among those posting the worst returns over the last three years.
Calculated Risk
SEPTEMBER 20, 2023
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Projections of the neutral Fed Funds rate increased again ! In June, the FOMC participants’ midpoint of the target level for the federal funds rate was at 5.625% at the end of 2023. The FOMC participants’ midpoint of the target range is now closer to 5.5% and declines to 5.125% in 2024.
Wealth Management
SEPTEMBER 20, 2023
The SEC voted on Wednesday to impose the most sweeping overhaul for fund-labeling regulations in more than two decades.
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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.
Calculated Risk
SEPTEMBER 20, 2023
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in August A brief excerpt: Note: The National Association of Realtors (NAR) is scheduled to release August existing home sales tomorrow, Thursday, September 21st, at 10:00 AM ET. The consensus is the NAR will report sales of 4.10 million SAAR, up from 4.07 million in July.
Wealth Management
SEPTEMBER 20, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Trade Brains
SEPTEMBER 20, 2023
Macro Cables and Conductors IPO Review: Macro Cables & Conductors is coming up with its Initial Public Offering. The IPO will be open for subscription on September 21, 2023, and closes on September 25, 2023. This is an SME (Small and Medium-sized Enterprise) IPO, and the company is going to be listed on the BSE SME platform. In this article, we will look at Macro Cables & Conductors IPO Review, analyze its strengths and weaknesses and see what unfolds.
Advisor Perspectives
SEPTEMBER 20, 2023
For the first time in September, Bitcoin's price pushed above $27,000. BTC is now up ~60% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 9/19.
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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!
Trade Brains
SEPTEMBER 20, 2023
Fundamental Analysis of Havells India : In an age where technology permeates every aspect of our lives, the role of electrical appliances cannot be overstated. We humans are intertwined with this form of energy & it becomes impossible to imagine life without electricity. Today we talk about a Company that manufactures the appliances that make our lives better, harnessing this energy.
Advisor Perspectives
SEPTEMBER 20, 2023
A return to the Great Moderation Era looks unlikely, which might lead to an increasingly volatile—and somewhat unfamiliar—inflationary, economic, and geopolitical landscape.
Trade Brains
SEPTEMBER 20, 2023
Just when the G20 summit in India was wrapping up with smiles all around, Canadian Prime Minister Justin Trudeau found himself stuck in New Delhi thanks to his aircraft. Talk about bad timing! And since that day, the vibes between India and Canada have taken a nosedive. So, where did it all begin? It started with the tragic killing of Hardeep Singh Nijjar in Canada.
Calculated Risk
SEPTEMBER 20, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 224 thousand initial claims, up from 220 thousand last week. • At 8:30 AM, the Philly Fed manufacturing survey for September. The consensus is for a reading of 0.0, up from -12.0. • At 10:00 AM, Existing Home Sales for August from the National Association of Realtors (NAR).
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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 20, 2023
Hi-Green Carbon IPO Review: Hi-Green Carbon is coming up with its Initial Public Offering. This IPO will be open for subscription on September 21, 2023, and closes on September 25, 2023. This is an SME (Small and Medium-sized Enterprise) IPO, and the company is going to be listed on the NSE SME Platform. In this article, we will look at the Hi-Green Carbon IPO Review, analyze its strengths and weaknesses and see what unfolds.
A Wealth of Common Sense
SEPTEMBER 20, 2023
Today’s Animal Spirits is brought to you by F/m Investments: See here and here for more information on F/m Investments and their Opportunistic Income ETF On today’s show, we discuss: The ‘new not normal’ World to Tokyo – message received Ray Dalio says he doesn’t want to hold bonds, cash ‘is good’ Amateurs pile into 24-hour options: ‘Its just gambling’ Zero.
Advisor Perspectives
SEPTEMBER 20, 2023
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
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