The Big Picture
AUGUST 14, 2023
Previously : Nobody Knows Nuthin’ (May 5, 2016) Can Anyone Catch Nokia? (October 26, 2022) Why the Apple Store Will Fail (May 20, 2021) “No matter how you cut it, you’ve got to own Cisco” -2000 (May 15, 2023) Nobody Knows Anything, 2023 First Half Edition (June 30, 2023) Nobody Knows Anything (Collection) The post Nobody Knows Anything, Calvin & Hobbes edition appeared first on The Big Picture.
Abnormal Returns
AUGUST 14, 2023
Podcasts Michael Kitces talks with Lori Van Dusen, who is the CEO of LVW Advisors, about working with UHNW families. (kitces.com) Brendan Frazier talks about how to send a great prospect follow-up e-mail. (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth. (humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management.
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Nerd's Eye View
AUGUST 14, 2023
When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. And while they might have an ideal target client in mind, it can be tempting to bring on any client who can pay the advisor’s fee so that the advisor can simply ‘keep the lights on’ But as the firm grows, these initial clients might not generate as much revenue as the firm’s newer clients, perhaps because they were grandfathered into a lower annual fee schedu
Abnormal Returns
AUGUST 14, 2023
Strategy Energy stocks have stopped going down. (allstarcharts.com) Don't fall in love with a stock. (financialducksinarow.com) Crypto How much Bitcoin would spot ETFs hold? (bloomberg.com) Coindesk has laid off editorial staff. (theblock.co) Finance The private credit business is booming. (axios.com) Small banks are less exposed to commercial real estate loans than commonly thought.
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.
Nerd's Eye View
AUGUST 14, 2023
When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. And while they might have an ideal target client in mind, it can be tempting to bring on any client who can pay the advisor’s fee so that the advisor can simply ‘keep the lights on’ But as the firm grows, these initial clients might not generate as much revenue as the firm’s newer clients, perhaps because they were grandfathered into a lower annual fee schedu
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 14, 2023
The Department of Justice and the Securities and Exchange Commission are both looking into Nightingale Properties after it allegedly diverted $40 million of equity from investors, reports Bisnow. CBRE issued a new report finding that pain in the office market is uneven. These are among the must reads from around the real estate investment to start the new week.
NAIFA Advisor Today
AUGUST 14, 2023
Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.
Wealth Management
AUGUST 14, 2023
The adopted amendments released last week will cut down on alleged abuses in the expungement process, according to a former president of the Public Investors Advocate Bar Association.
Advisor Perspectives
AUGUST 14, 2023
When adjusting for more realistic assumptions and considering the fact that the insurance company can change return caps and that inflation is both an unknown and deep risk, an FIA, along with most annuities, is not on the efficient frontier in either accumulation or decumulation phases.
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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.
Calculated Risk
AUGUST 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in July A brief excerpt: This is the second look at local markets in July. I’m tracking a sample of about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Trade Brains
AUGUST 14, 2023
Fundamental Analysis Of Aarti Industries : Specialty chemicals have become essential in various industries ranging from pharmaceuticals, electronics, agriculture, and automotive. The specialty chemical market has witnessed a significant growth over the years, owing to its wide range of applications and India’s unique position to benefit from MNCs adopting the ‘China+1’ post-pandemic.
David Nelson
AUGUST 14, 2023
By David Nelson, CFA Outside of death and taxes, there are few absolutes in life. For investors the world can be just as narrow. Fear and greed are the only things we can count on. Yes we have thousands of data points to judge companies and the health of the economy. At any given moment, some subset of that data drives security prices. However, it’s fear and greed that are the driving force in our decision tree.
Wealth Management
AUGUST 14, 2023
The US Securities and Exchange Commission needs to come to a conclusion on the Bitwise Bitcoin ETP Trust by Sept. 1, and decisions for applications from BlackRock, VanEck, WisdomTree and Invesco are due just a day later.
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.
Calculated Risk
AUGUST 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-August A brief excerpt: On Friday, in Part 1: Current State of the Housing Market; Overview for mid-August I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question is Will house prices decline further later this year?
Wealth Management
AUGUST 14, 2023
Schwab’s attrition amounts to about 4% of Ameritrade revenue prior to the deal, or around 1% of combined total client assets as of the end of last year.
Alpha Architect
AUGUST 14, 2023
This article provides insights into the behavior of depositors and the role of large banks during a banking crisis, offering valuable implications for policymakers, regulators, and researchers in the field of banking and finance. Flight to Safety in the Regional Bank Crisis of 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
AUGUST 14, 2023
With the convergence of wealth, retirement and benefits at work, the DC market is currently under massive pressure.
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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.
Advisor Perspectives
AUGUST 14, 2023
IUL is a popular investment, thanks to aggressive marketing. Before your clients succumb to high-pressure sales tactics, here’s a cautionary tale based on another lifetime purchase decision – buying an engagement ring.
The Irrelevant Investor
AUGUST 14, 2023
Investors have a tendency to take things too far when the way things were always done comes into question. The idea of remote work being a thing for the average white-collar professional was never a thing. Until it was. One of the biggest impacts of Covid, and there are a lot to choose from, is this realization that going into the office five days a week is not necessary for a lot of workers.
Darrow Wealth Management
AUGUST 14, 2023
Who doesn’t love the sound of an early retirement? For many busy executives and business owners, slowing down and enjoying your financial success early in life becomes a primary goal. But before focusing solely on whether you can retire early financially , also consider what you plan to do after retiring early. Spoiler alert: the knee-jerk responses of travel, golf, and nothing eventually run their course, sometimes quickly.
A Wealth of Common Sense
AUGUST 14, 2023
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. On today’s show, we discuss: F/m’s quant-active large-cap fund Screening out investable companies Understanding the growth vs value dynamic The relationship between valuation and earnings growth What tur.
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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!
XY Planning Network
AUGUST 14, 2023
If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone. Financial insecurity can be frightening but the good news is many XYPN members before you have walked a similar path and are more than happy to share the tips and tricks they learned along the way.
Random Roger's Retirement Planning
AUGUST 14, 2023
Earlier this summer I would see a commercial during baseball games for some car buying app and the tag line was AND YOU MAKE THE DEAL YOURSELF! It's a legitimately funny commercial. There's a series of them and they're all pretty funny. I thought about that commercial this morning reading the daily email from ETF.com that talked about hedging equity exposure with a couple of ETFs that overlay covered call strategies and the Invesco S&P 500 Downside Hedged ETF (PHDG).
Wealth Management
AUGUST 14, 2023
DWS Group is designing bespoke opportunities for its private wealth channel.
Advisor Perspectives
AUGUST 14, 2023
Bankers are warning that tougher capital rules being proposed by the Federal Reserve and other US regulators will push more risks out of well-regulated lenders and into markets.
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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.
Don Connelly & Associates
AUGUST 14, 2023
We spend a lot of time and space here harping on the importance of client communications because, more than anything else you do in this business, it can make or break you. We’ve discussed that 72% of clients who fire their financial advisors do so due to poor communication. We’ve pointed out studies that show clients value solid communications the most in an advisory relationship, yet many feel they’re not receiving it.
XY Planning Network
AUGUST 14, 2023
If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone. Financial insecurity can be frightening but the good news is many XYPN members before you have walked a similar path and are more than happy to share the tips and tricks they learned along the way.
Advisor Perspectives
AUGUST 14, 2023
Don’t miss out on the ETF boom. Position yourself for success in this evolving market with our ETF Impact Report 2023. It can help you: Explore New Horizons: Uncover emerging ETF trends and opportunities across the US market. Learn from ETF Experts: Unlock successful ETF strategies through compelling cases studies. Capitalize on Growth: Identify key drivers fueling the ETF boom to harness their potential.
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