Abnormal Returns

FEBRUARY 16, 2024

The biz Podcasting now makes up some 50% of Slate's revenues. (semafor.com) Why audio companies are still laying off workers. (axios.com) Don't forget that modern podcasts are businesses, big businesses. (youtube.com) Economy Justin Carbonneau and Jack Forehand talk all things inflation with Cullen Roche. (youtube.com) Sean Illing talks with Brad Delong, author of "Slouching Towards Utopia: An Economic History of the Twentieth Century" about the end of the globalization wave.

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Startup Economy Economics Banking 220

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor. Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposi

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Financial Planner Fee Only Compliance CFP 213

Abnormal Returns

FEBRUARY 16, 2024

Funds Why Bill Ackman's European-listed hedge fund trades at a big discount. (netinterest.co) Van Eck has settled charges that it failed to disclose it was paying Barstool Sports CEO Dave Portnoy to help launch and promote its VanEck Social Sentiment ETF. (fa-mag.com) AI The OpenAI drama was not the peak in the AI frenzy. (theinformation.com) WhatSuper Micro Computer ($SMCI) investors are betting on.

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Financial Advising Media Sales Investing 167

The Big Picture

FEBRUARY 16, 2024

 This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. He was executive vice president of the Markets Group at the New York Fed, where he also managed the System Open Market Account.

Wealth Management 152

Wealth Management Banking Portfolio Management Management 152

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.

Accounting

Alpha Architect

FEBRUARY 16, 2024

While analysts underwrite high growth for companies that have grown quickly and slow growth for companies that have grown slowly in the past, a large body of evidence demonstrates that reversion to the mean of both positive and negative abnormal earnings growth is the norm. On the Persistence of Growth and Value Stocks was originally published at Alpha Architect.

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Assets Investing Investments 119

Wealth Management

FEBRUARY 16, 2024

TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.

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Investing Investments 110

NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being. Glenn has also dedicated a significant part of his practice to advising clients on the financial aspects of divorce.

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License Wealth Management Investment Advisor Consulting 105

Wealth Management

FEBRUARY 16, 2024

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory firm in Florida’s Ponte Vedra Beach.

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Investing Investments 114

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features. Plus, I like the fact that it’s difficult to get the money out of these ac.

Portfolio Management 104

Portfolio Management Retirement Planning Portfolio Management 104

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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.

Banking

Wealth Management

FEBRUARY 16, 2024

The package for 62-year-old David Solomon includes a $2 million base salary and $29 million in variable compensation, with $20.3 million of that in the form of restricted stock units.

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Calculated Risk

FEBRUARY 16, 2024

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending February 10, 2024 • Active inventory increased, with for-sale homes 13.9% above year ago levels. For a 14th consecutive week, active listings registered above prior year level, which means that today’s home shoppers have more homes to choose from that aren’t already in the process of being sold.

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Sales Marketing Marketing 103

The Irrelevant Investor

FEBRUARY 16, 2024

I am not a crypto native. I was not an early adopter. I don’t share the same views with many of the people who think that Bitcoin will replace the dollar and all of that jazz. I have, however, been bullish on crypto assets for the past few years. My view was rooted in the very simple belief that demand wiould outstrip supply. It’s never been more complicated than that for me.

Assets 100

Assets 100

Calculated Risk

FEBRUARY 16, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Due to changes at the CDC, weekly cases are no longer updated. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Hospitalizations have more than tripled from a low of 5,150 in June 2023, however, they have declined sharply from around 30,000 early this year.

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Numbers 102

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.

Financial Advice

Wealth Management

FEBRUARY 16, 2024

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

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NAIFA Advisor Today

FEBRUARY 16, 2024

Congratulations to Mike Washburn, FSS, CLF, LUTCF , loyal member since 1987 of Cordova, TN on being inducted into American National 's Multiple Line Hall of Fame. This honor recognizes a career of success in performance excellence, support of American National and its values, and a spirit of giving back to the industry, communities, and peers. In addition to receiving the most prestigious recognition that can be bestowed upon a member of the American National field team, he was also recognized a

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Insurance 97

Wealth Management

FEBRUARY 16, 2024

The move comes as individual investors hold about 50% of global assets under management—a figure that’s expected to rise to almost 70% by 2023,

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Assets Management 105

Advisor Perspectives

FEBRUARY 16, 2024

Wholesale inflation cooled last month but still came in slightly higher than expected. The producer price index for final demand increased 0.3% month-over-month (s.a.). On an annual basis, headline PPI decelerated from 1.0% in December to 0.9% in January.

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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.

Banking

Wealth Management

FEBRUARY 16, 2024

Amplify is redefining the future of wealth management with strategic operational improvements and cutting-edge tech advancements for 2024.

Wealth Management 103

Wealth Management Management 103

MainStreet Financial Planning

FEBRUARY 16, 2024

As I celebrate my birthday this month, I’ve chosen to forego the usual fanfare and instead take a moment to contemplate the year ahead. This year, my focus is on intertwining health with wealth and financial success, recognizing the profound connection between the two. Body: Nurturing Physical Vitality In my latest podcast episode , we delved into this topic, exploring various facets of holistic health and the tools I employ to stay on track.

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Accounting Financial Planning Planning Banking 74

Wealth Management

FEBRUARY 16, 2024

Greykasell Wealth Strategies' David Eisenhauer and his team managed $450 million for around 150 clients with Northwestern.

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Clients Management 106

Advisor Perspectives

FEBRUARY 16, 2024

The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of February 2nd, the index was at 14.239, down 0.933 from the previous week, with 4 of the 6 components in expansion territory.

Economics 69

Economics Economy 69

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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!

Accounting

Wealth Management

FEBRUARY 16, 2024

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

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Advisor Perspectives

FEBRUARY 16, 2024

In January, housing starts fell to a seasonally adjusted annual rate of 1.331 million, falling short of the forecasted 1.450 million. This marks a 14.8% decrease from December and a 0.7% decline compared to one year ago.

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Wealth Management

FEBRUARY 16, 2024

The SEC claims Van Eck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF.

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Media 105

Advisor Perspectives

FEBRUARY 16, 2024

In January, building permits were at a seasonally adjusted annual rate of 1.470 million, falling short of the forecasted 1.509 million. This marks a 1.5% decrease from December and a 8.6% rise compared to one year ago.

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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.

Communication

Wealth Management

FEBRUARY 16, 2024

The SEC claims Van Eck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF.

Media 102

Media 102

Advisor Perspectives

FEBRUARY 16, 2024

Consumer sentiment was essentially unchanged in February according to the preliminary report for the Michigan Consumer Sentiment Index. The index inched up 0.6 points (0.8%) to 79.6 from the January final. The latest reading was below the forecast of 80.0.

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Wealth Management

FEBRUARY 16, 2024

Cryptocurrency ETFs were among those posting the best returns over the last year.

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