Abnormal Returns
MARCH 19, 2024
Behavior Another form of home bias at work. (klementoninvesting.substack.com) Is there an issue with self-reported happiness measures? (papers.ssrn.com) Factors A mechanism by which quality stocks outperform. (klementoninvesting.substack.com) On the benefits of combining fast and slow momentum models. (alphaarchitect.com) Harvesting premia requires sticky capital.
Nerd's Eye View
MARCH 19, 2024
Welcome back to the 377th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meredith Moore. Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households. What's unique about Meredith, though, is how she was able to keep her firm open, navigating through and ultimately growing to more than $1M of annual revenue, despite a diagnosis in 2
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
MARCH 19, 2024
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.
Advisor Perspectives
MARCH 19, 2024
Is there a point where support crosses a line and becomes a form of dependency for adult children while putting the financial security of the parent at risk?
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.
Wealth Management
MARCH 19, 2024
Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 19, 2024
The transition comes with other senior level changes, including Scott Curtis taking over as COO and Tash Elwyn succeeding him as head of the private client group.
Million Dollar Round Table (MDRT)
MARCH 19, 2024
By By Timothy Inklebarger The past few years have been a time of major transformation for many in the profession. MDRT members blazed new trails after trying a temporary fix that was so effective it became a permanent part of their practices and personal routines. Check out how they adapted and see what they’re doing to stay on top of their game. It takes two At the start of my career, too few of my prospects became clients, and I realized that was because I allowed them to take control of the p
Wealth Management
MARCH 19, 2024
Mubadala and an affiliate of Apollo have contributed more than $290 million to the fund, which has over $790 million in assets. It is structured as a business development company.
Clever Girl Finance
MARCH 19, 2024
Learning how to make a money vision board can be incredibly helpful for financial management. When it comes to goals, the adage rings true: “Out of sight, out of mind.” But if you take the time to create a vision board, you’ll constantly be reminded of your goals. Table of contents What is a vision board? Why is a money vision board a good idea?
Advertisement
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 19, 2024
In one case, an unnamed broker wrote checks payable to himself or accounts he owned from an elderly customer’s account. The amount totaled about $105,000.
A Wealth of Common Sense
MARCH 19, 2024
There are certain experts you can’t learn much from. You know these people. The naturals. They’re born with God-given talent. You can’t teach talent. Brad Pitt can’t teach you how to be charismatic and good-looking. He was born with those traits. I find it more helpful to learn from someone who acquired a skill they weren’t born with.
Wealth Management
MARCH 19, 2024
Apex and Advyzon announce a groundbreaking partnership at Advyzon's inaugural conference, promising unparalleled efficiency.
Advisor Perspectives
MARCH 19, 2024
Gas prices increased for a third straight week, jumping to their highest level in over four months. As of March 18th, the prices of regular and premium gas increased 8 cents and 7 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $82.16, up 5.4% from last week.
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 19, 2024
The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.
Advisor Perspectives
MARCH 19, 2024
In February, building permits were at a seasonally adjusted annual rate of 1.518 million, surpassing the forecasted rate of 1.500 million. This marks a 1.9% increase from January and a 2.4% rise compared to one year ago.
Wealth Management
MARCH 19, 2024
Learn how Advyzon's commitment to client education and product innovation wowed at their inaugural event.
Advisor Perspectives
MARCH 19, 2024
In February, housing starts rose to a seasonally adjusted annual rate of 1.521 million, surpassing the forecasted rate of 1.430 million. This marks a 10.7% increase from January and a 5.9% rise compared to one year ago.
Advertisement
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 19, 2024
Stearns Financial Group's Haleh Moddasser discusses the importance of understanding how women investors differ from men.
Calculated Risk
MARCH 19, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • During the day, The AIA's Architecture Billings Index for February (a leading indicator for commercial real estate). • At 2:00 PM, FOMC Meeting Announcement.
Wealth Management
MARCH 19, 2024
Based on their reputational value, successful firms can charge a premium for their capital.
Calculated Risk
MARCH 19, 2024
Today, in the Calculated Risk Real Estate Newsletter: California February Existing Home Sales increase 1.3% YoY, Prices up 9.7% YoY A brief excerpt: February’s sales pace jumped 12.8 percent higher from the revised 257,040 homes sold in January and rose 1.3 percent from a year ago, when a revised 286,290 homes were sold on an annualized basis. The statewide median price recorded a strong year-over-year gain in February, gaining 9.7 percent from $735,300 in February 2023 to $806,490 in February 2
Advertisement
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 19, 2024
Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA.
Advisor Perspectives
MARCH 19, 2024
An obscure investment product used to finance risky real estate projects is facing unprecedented stress as borrowers struggle to repay loans tied to commercial property ventures.
Wealth Management
MARCH 19, 2024
The deal values the combined entity, Binah Capital Group, at $208 million. It starts trading under the ticker BCG.
Carson Wealth
MARCH 19, 2024
Welcome to this week’s edition of Wisdom and Wealth! You can check out the podcast and YouTube video for this edition below! Thank you for reading, listening, and watching! In our recent episodes, I’ve focused on your spending and how planning for and projecting your spending over time can be a fruitful experience to measure. Often analyzing where your hard-earned wealth is going is helpful for no other reason than for the purpose of asking yourself “does this expenditure bring me clarity and jo
Advertisement
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 19, 2024
Former Schwab Executive, Kartik Srinivasan, discusses exciting new role and vision for Advyzon Institutional.
Advisor Perspectives
MARCH 19, 2024
The timing and pace of Federal Reserve interest rate cuts will consume economists and market commentators for months to come. But an emerging story in 2024 is that lenders and borrowers are jumping the gun well in advance of any policy easing.
Wealth Management
MARCH 19, 2024
Discover how data and analytics are transforming the conversations between advisors and their clients.
Expert insights. Personalized for you.
246 
Let's personalize your content