The Reformed Broker
OCTOBER 24, 2023
Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.
Abnormal Returns
OCTOBER 24, 2023
Markets Money market funds are gorging on T-bills. (ft.com) The markets are not expecting further Fed rate hikes. (capitalspectator.com) Strategy A history of the pandemic era stock market boom (and bust). (morningstar.com) Is gold a good investment? Meh. (monevator.com) Crypto Blackrock ($BLK) is all ready to go with a spot Bitcoin ETF. (etf.com) Grayscale is teaming up with FTSE Russell on crypto indices.
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Nerd's Eye View
OCTOBER 24, 2023
Welcome everyone! Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez. Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. What's unique about Sarah-Catherine, though, is that despite the common industry belief that the only way to build and scale a firm is through AUM, she has
Abnormal Returns
OCTOBER 24, 2023
Corporate finance Why aren't corporate bankruptcies higher already? (mailchi.mp) CEOs who take responsibility for firm performance get better marks. (sciencedirect.com) How AI can be used to identify information in conference calls. (alphaarchitect.com) Companies with available, undrawn lines of credit outpeform. (ft.com) Global How will aging populations affect economic growth and stock returns?
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 Reformed Broker
OCTOBER 24, 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: ►Small Caps are F*cked – “But as with everything, there is more to the story…” ►Chevron Buys Hess – Second major domestic oil deal in a month after Exxon agreed to buy Pioneer.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Reformed Broker
OCTOBER 24, 2023
Final Trades: Wynn, McDonald’s & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
OCTOBER 24, 2023
The Federal Reserve’s recent sentiment report found that three-quarters of its survey respondents were concerned about the health of commercial real estate as a near-term risk. The Wall Street Journal looks at how big data has helped landlords charge higher rents even while incurring higher vacancies.
Calculated Risk
OCTOBER 24, 2023
A few excerpts from a research note by Goldman Sachs economist Ronnie Walker: Higher for Longer and the 2024 Housing Outlook Sustained higher mortgage rates will have their most pronounced impact in 2024 on housing turnover. As a result, we expect the fewest annual existing home sales since the early 1990s at 3.8mn. While vacancy rates remain at historic lows, we expect housing starts to decline by 4% to 1.34mn in 2024, reflecting sharply fewer multifamily starts.
Wealth Management
OCTOBER 24, 2023
The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
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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.
The Irrelevant Investor
OCTOBER 24, 2023
Today’s Animal Spirits is brought to you by YCharts and The College for Financial Planning: See here to learn more about how advisors use YCharts to save clients money on taxes See here to learn more about the Accredited Behavioral Financial Professional designation and here for a Master in Personal Financial Planning Email us at info@ritholtzwealth.com to set up an in-person meeting with us while in Charlotte!
Wealth Management
OCTOBER 24, 2023
Proposed changes to the Uniform Business Practices Rule conflict with Reg BI, will increase costs and decrease choice for investors and financial advisors, writes Cetera’s director of regulatory affairs.
Million Dollar Round Table (MDRT)
OCTOBER 24, 2023
By Nguyễn Thị Minh Nguyệt What started out as a marketing disaster for five-year MDRT member Nguyen Thi Thu Dung , of Ho Chi Minh, Vietnam, became an opportunity to educate the public about insurance and find new clients. It began when Nguyen posted a video supporting life insurance on her TikTok account. It received almost 800,000 views as well as a lot of negative comments about insurance.
Wealth Management
OCTOBER 24, 2023
The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
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.
A Wealth of Common Sense
OCTOBER 24, 2023
The housing market is broken. Affordability is as bad as it’s ever been. Mortgage rates are high. Prices are high. There is no supply on the market. It’s a mess. So who’s to blame? In a recent piece at Fortune I went through the suspects to figure out how we got here. * The housing market feels broken at the moment. Prices skyrocketed 50% nationally over the course of the pandemic.
Wealth Management
OCTOBER 24, 2023
Instead of embracing a fiduciary mentality, broker/dealers still vie to buy business through alluring advisor retention contracts.
Steve Sanduski
OCTOBER 24, 2023
Guest: Dr. Preston Cherry , AFC®, CFT-I , CFP®, Ph.D., the Founder and President of Concurrent Financial Planning , a comprehensive financial planning firm serving households and business owners across generations. Dr. Cherry is also Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin–Green Bay.
Wealth Management
OCTOBER 24, 2023
California rules the list of most future-ready cities in the United States, and Texas has a strong showing.
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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
OCTOBER 24, 2023
A major investing mistake that investors often make is avoidable. We all realize that investing mistakes are going to be made. And there are some investing mistakes that are simply unavoidable and there’s really not much you can do about them.
Wealth Management
OCTOBER 24, 2023
For years, BlackRock inaccurately described Aviron as a “diversified financial services” company, when it was a movie production outfit.
Advisor Perspectives
OCTOBER 24, 2023
With interest rates at near 20-year highs, guaranteed lifetime income locks in those rates for the rest of one’s life, creating better retirement outcomes.
Wealth Management
OCTOBER 24, 2023
But a new FINRA rule making it easier for state regulators to oppose expungements could solve some long-standing problems.
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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
OCTOBER 24, 2023
Fifth district manufacturing activity changed little in October, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index inched down from 5 in September to 3 in October, marking its 2nd consecutive positive reading. This month's reading was consistent with the forecast.
Wealth Management
OCTOBER 24, 2023
Savvy Advisors adds a former LPL advisor as the nascent, tech-focused firm reinvigorates recruiting efforts.
Advisor Perspectives
OCTOBER 24, 2023
Gas prices dropped for a fifth straight week, the longest streak since the end of 2022. As of October 23, the price of regular and premium gas fell by 4 and 6 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $85.49, down 1.4% from last week.
Wealth Management
OCTOBER 24, 2023
Discover the untapped potential of real estate investment advice in revolutionizing financial advisory practices.
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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.
Advisor Perspectives
OCTOBER 24, 2023
Investments in alternative energy have become unattractive due to higher interest rates, not changes in government policies, adoption or pricing of green technologies.
Wealth Management
OCTOBER 24, 2023
Today’s risk management tools are too basic and provide mixed results.
Trade Brains
OCTOBER 24, 2023
Shanthala FMCG Products IPO Review : Shanthala FMCG products is coming up with its Initial public offering. This is an SME (small and medium-sized enterprise) which is going to be listed on NSE SME. The IPO will be open for subscription on 27th October 2023 and closes on 31st October 2023. In this article about Shanthala FMCG Products IPO Review, we shall see about the company, financials, strengths and more.
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