Wealth Management
AUGUST 28, 2024
After more than 20 years in the wealthtech business, Orion's president of advisor technology says he's taking a break from the industry. He’ll stay on as an advisor to Orion’s CEO for the rest of this year.
Abnormal Returns
AUGUST 28, 2024
Podcasts Peter Lazaroff on why you don't have to pick stocks to be successful. (peterlazaroff.com) Barry Ritholtz talks with Prof. Aswath Damodaran about the lifecycle of companies. (ritholtz.com) Khe Hy talks with Rachel Feintzeig about the ins and outs of taking a sabbatical. (youtube.com) Retirement How to plan for retirement. (humbledollar.com) The case against downsizing in retirement.
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Wealth Management
AUGUST 28, 2024
The days of equating ESG with the blacklisting of commodities are over, it seems.
Abnormal Returns
AUGUST 28, 2024
Markets The Fed's balance sheet continues to shrink. (sherwood.news) Money is flowing into the iShares 20+ Year Treasury Bond ETF ($TLT). (ft.com) The rise of Nvidia ($NVDA) is simply unprecedented. (sherwood.news) Companies Is any media companies actually investable? (hollywoodreporter.com) Will Japanese customers abide a takeover of 7-Eleven? (washingtonpost.com) Lego is still crushing it.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
AUGUST 28, 2024
Municipal borrowers have issued nearly $320 billion of long-term debt so far this year, a 37% increase from the same period a year ago.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
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Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t
Wealth Management
AUGUST 28, 2024
Wells Fargo is also named in a separate lawsuit filed this week. In it, a former client services associate alleges she was subject to continued mistreatment from a superior without action from the bank.
The Big Picture
AUGUST 28, 2024
Why Fees Really Matter with Eric Balchunas , Bloomberg Intelligence (Nov 8, 2023) Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence.
Wealth Management
AUGUST 28, 2024
Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Nationwide Financial
AUGUST 28, 2024
Amid the market volatility that dominated headlines in the financial press, many investors may have missed some good news for the ongoing bull market for stocks—the continued strength and resilience of company earnings. With some of the volatility calming down more recently, it’s a good time to review several key themes that emerged during the Q2 earnings season.
Wealth Management
AUGUST 28, 2024
Two investors filed suits this week against the brokerage, claiming the Raymond James Bank Deposit Program benefitted the company at the expense of customers.
A Wealth of Common Sense
AUGUST 28, 2024
Today’s Animal Spirits is brought to you by YCharts: See here for 20% off your initial YCharts professional subscription On today’s show, we discuss: Federal Reserve Jackson Hole meeting Nvidia Is Up 2,000% Since 2019. These WSJ Readers Invested Early. Nvidia Rally Mints Millionaires Too Busy to Bask in New Wealth Crypto Bros Aren’t Flipping Watches.
Wealth Management
AUGUST 28, 2024
The Investment Adviser Association argues the rule was “adopted largely as proposed” and is “too prescriptive.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Trade Brains
AUGUST 28, 2024
It’s essential for traders to comprehend price movements using candlestick patterns, a crucial technical tool. Candlestick charts display patterns over a specific time period, providing insights into market trends such as reversals, continuations, or indecision. This article aims to examine the Bearish Mat Hold candlestick pattern, discussing its significance, features, and psychology, illustrated with chart examples.
Wealth Management
AUGUST 28, 2024
Thursday, October 17, 2024 | 4:00 PM ET
Advisor Perspectives
AUGUST 28, 2024
By incorporating these practical suggestions into your meetings, you can effectively leverage the power of likability and high-quality evidence to build trust and increase your assets under management.
SEI
AUGUST 28, 2024
Exchange-traded, Interval, and Tender-Offer Funds Present Growth Opportunities for Investment Managers
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Advisor Perspectives
AUGUST 28, 2024
Berkshire Hathaway Inc. became the first US company outside of the tech sector to surpass $1 trillion in market value.
Wealthfront
AUGUST 28, 2024
Is September the worst month for the US stock market? Depending on who you ask, maybe. This belief is so common that it has a name: the “September effect.” In this post, we’ll look at nearly a century of US stock market data to investigate whether there’s any truth to the idea that September is […] The post Is September the Worst Month for the Stock Market?
Random Roger's Retirement Planning
AUGUST 28, 2024
Some new, or just new to me, funds to take quick, introductory looks at and a theory. Earlier this month, Simplify launched the Gamma Emerging Market Bond ETF (GAEM). Despite the fund name and so many other Simplify funds using derivatives, GAEM appears to simply be a bond fund although it is quite a bit more exotic than most other emerging market bond funds, focusing on Latin America.
Advisor Perspectives
AUGUST 28, 2024
Bitcoin's price rose above $64,000 but has drifted back down to $59,000 this past week. BTC is currently up ~35% year to date. Here are the latest charts on three of the largest cryptocurrencies by market share through 8/27/24.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
FMG
AUGUST 28, 2024
Leveraging video marketing can change the game for financial advisors. Studies show 79% of consumers would rather watch a video about a product than read about it (Animoto). Camera shy? You’re not alone! When we hosted a Video 101 Webinar , many of our attendees agreed that camera shyness was the first hurdle keeping them from maximizing their marketing.
Advisor Perspectives
AUGUST 28, 2024
The latest retail sales report seems to have given Wall Street something to cheer about. Headlines touting resilience in consumer spending increased hopes of a “soft landing” boosting the stock market.
NAIFA Advisor Today
AUGUST 28, 2024
Marie Gilmore O'Keefe’s career path has been anything but conventional. Her entry into the financial services sector came through a winding route that began in the world of food service and hospitality. The pivot from hospitality to financial services came when her mother-in-law’s financial advisor inquired about people looking for job opportunities, she suggested that Marie’s husband might be a fit.
Advisor Perspectives
AUGUST 28, 2024
The Big Tech boom is causing headaches for all-powerful index providers on Wall Street, who can send billions of benchmark-tracking dollars on the move with just a stroke of the pen.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Validea
AUGUST 28, 2024
The NASDAQ 100 has dominated all the other major indexes for a long time now. Due to its strong run, and the fact that jt is dominated by growth companies, many investors think that there is no value in the index. But our quantitative models would beg to differ. They are currently seeing value in some names within the index, including some big name stocks many look at as overvalued.
Advisor Perspectives
AUGUST 28, 2024
Watch the video above to get specific recommendations for how to think about a website revamp as a financial advisor, and when to redirect your attention to other initiatives.
Truemind Capital
AUGUST 28, 2024
Yes, why not? But Alas! I can not set up a BLUETOOTH connection between ‘My mind & the AI tool’. Else, I would have let both of them connect directly to ideate, brainstorm, structure, and proof-read the content. Would have been so much time-saving! Even the official LinkedIn website page says…” Don’t ask the tool to come up with ideas for you or help you brainstorm “ And also, “ Provide specific and detailed information on what you want to write about ” Which means the core time-
Advisor Perspectives
AUGUST 28, 2024
As we enter a profoundly uncertain investing environment, we find this quote from one of the most influential photographers of the 20 th century to be incredibly apt in describing the opportunities in markets today.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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