The Big Picture
MARCH 15, 2024
We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like, see the above chart (via Blackrock ) showing the distribution of various age groups from 2075 to 2050. Note bars in Red are not in the workforce. The post U.S. population distribution, 1975-2050 appeared first on The Big Picture.
Abnormal Returns
MARCH 15, 2024
Crypto How spot Bitcoin ETFs are managed in real life. (davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. (theblock.co) Matt Reustle talks the FTX restructuring with Erin Broderick who is a restructuring and insolvency specialist at Eversheds Sutherland. (joincolossus.com) Crypto riches could fuel another bull market in used Rolexes.
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Alpha Architect
MARCH 15, 2024
In their two papers, Goulding, Harvey, and Mazzoleni showed that observed market corrections and rebounds carry predictive information about subsequent returns and showed how that information could be utilized to enhance the performance of trend-following strategies by dynamically blending slow and fast momentum strategies based on four-state cycle-conditional information.
Abnormal Returns
MARCH 15, 2024
Immigration Cardiff Garcia talks immigration with Andrew Selee who is the head of the Migration Policy Institute. (podcasts.apple.com) Stephen Dubner and guests on America's 'supremely messed-up immigration system.' (freakonomics.com) Innovation Cameron Passmore and Justin Carbonneau talk with Adam Alter, whose new book "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most.
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.
A Wealth of Common Sense
MARCH 15, 2024
There are two types of inflation rates that matter. Economists and market observers care about the government reported data — CPI, core PCE, ex-shelter, whatever your preferred method is. Everyday Americans only care about two price points — gas and grocery store prices. Why is this the case? These are the prices you experience on a regular basis.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 15, 2024
Advisors are increasingly relying on technology to become more efficient and streamline operations. Urs Bolt details what's driving this shift.
Advisor Perspectives
MARCH 15, 2024
The S&P 500 fell 0.7% on Friday which led to a weekly loss of 0.1%. The index has declined for two straight weeks for the first time since October. With that said, t he index is currently up 7.89% year to date and has set a new record closing high 17 times so far this year.
Wealth Management
MARCH 15, 2024
(Bloomberg) -- Cathie Wood is a lot of things to a lot of people in St. Petersburg, Florida. Her Ark Investment Management is the lead tenant on a state-of-the-art startup incubator.
Discipline Funds
MARCH 15, 2024
1) Why the high inflation reading is good news. I was on Schwab Network earlier this week discussing why , despite a few upside surprises, inflation is still in a downtrend. This sounds a bit counterintuitive, but the upside surprises are still primarily due to the shelter component of CPI which is bad news in the short-term and good news in the long-term.
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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.
Wealth Management
MARCH 15, 2024
FINRA argued Osaic Wealth (formerly Royal Alliance) and Securities America didn’t have proper cyber controls in place at branch offices, resulting in dozens of breaches over several years.
Advisor Perspectives
MARCH 15, 2024
Consumer sentiment moved little in March according to the preliminary report for the Michigan Consumer Sentiment Index. The index fell 0.4 points (0.5%) to 76.5 from the February final. The latest reading was below the forecast of 77.1.
Wealth Management
MARCH 15, 2024
Also, Brooke Juniper was named the new CEO Of TIFIN’s CIO platform Sage and FusionIQ has appointed John Phillips as a senior strategic advisor.
Advisor Perspectives
MARCH 15, 2024
Industrial production inched up 0.1% in February, better than the projected 0.0% growth. Compared to one year ago, industrial production is down 0.2%.
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.
Wealth Management
MARCH 15, 2024
Concurrent attracts three advisors, Carson Group announces two additions, Realta Wealth names new CFO and Savant Wealth add to board.
Advisor Perspectives
MARCH 15, 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 March 1st, the index was at 19.176, up 0.550 from the previous week, with 4 of the 6 components in expansion territory.
Wealth Management
MARCH 15, 2024
Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.
Calculated Risk
MARCH 15, 2024
From BofA: Since our update last week, 1Q GDP tracking is up one-tenth to 2.4% q/q saar ; 4Q tracking is up three-tenths to 3.6% q/q saar. [Mar 15th estimate] emphasis added From Goldman: We left our Q1 GDP tracking estimate unchanged after rounding at +2.2% (qoq ar) and our Q1 domestic final sales forecast also unchanged at +2.5% (qoq ar). [Mar 6th estimate] And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2
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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.
Wealth Management
MARCH 15, 2024
Martin M. Shenkman and Joy Matak discuss options a client can explore when considering whether to use a trust to fund their beneficiary’s purchase of a home.
Advisor Perspectives
MARCH 15, 2024
Japan is back, China is over. Only a few years ago, such an assertion would have been dismissed out of hand. The latter was on the road to economic dominance and the former languished, characterized by endless stimulus that produced little tangible benefit, and doomed by a shrinking population.
Wealth Management
MARCH 15, 2024
The Swiss bank has a better wealth management franchise outside the U.S., according to a JPMorgan analyst.
Advisor Perspectives
MARCH 15, 2024
Manufacturing activity continued to decline in New York State, according to the Empire State Manufacturing March survey. The diffusion index for General Business Conditions fell to -20.9 from -2.4 in February. This morning's reading was worse than the forecast of -7.0.
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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!
Wealth Management
MARCH 15, 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
Calculated Risk
MARCH 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). This is the third look at several local markets in February. I’m tracking about 40 local housing markets in the US.
Wealth Management
MARCH 15, 2024
Legal Editor Anna Sulkin Stern discusses this month's cover art.
NAIFA Advisor Today
MARCH 15, 2024
Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Her professional mission is to provide individuals with the necessary tools and resources to manage the risks of everyday life, recover from unexpected events, and achieve their aspirations.
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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.
Wealth Management
MARCH 15, 2024
Will the upcoming FOMC meeting tip off a trading frenzy?
NAIFA Advisor Today
MARCH 15, 2024
NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.
Wealth Management
MARCH 15, 2024
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