Nerd's Eye View

MAY 22, 2023

Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers). But when the COVID-19 pandemic arrived in 2020, many firms shut their offices and went fully remote, which forced them to either rapidly reconfigure their internship programs or – as was more commonly t

Financial Planning 203

Financial Planning Planning Financial Planner Certification 203

Abnormal Returns

MAY 22, 2023

Podcasts Daniel Crosby talks with Heather Fortner, CEO of SignatureFD. (standarddeviationspod.com) Greg Bartalos talks with Barry Ritholtz about how to create content worth the effort. (barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. (open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Alpha Architect

MAY 22, 2023

According to research by the authors, stocks and bonds have been submerged for about 75% of the time since 1980; and treasuries have been submerged 80% of the time. Submergences are therefore both commonplace and significant, which means that handling them is very important for investors and their investing strategies. Submergence: A Tool to Assess Drawdowns and Recoveries was originally published at Alpha Architect.

Investing 121

Investing Investments 121

Wealth Management

MAY 22, 2023

In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s Sallie Krawcheck.

Investing 120

Investing Investments Clients Marketing 120

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.

Accounting

Advisor Perspectives

MAY 22, 2023

Risk-averse investors seeking defensive systematic strategies to reduce left-tail risk should broaden their search beyond low volatility/low beta.

Portfolio 131

Portfolio 131

Advisor Perspectives

MAY 22, 2023

Social Security has always been born from political rather than financial necessity. The initial retirement age was not based on life expectancy but rather on the political and social realities of the time.

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Retirement 105

Wealth Management

MAY 22, 2023

In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.

Portfolio 103

Portfolio 103

Trade Brains

MAY 22, 2023

A Beginner’s guide on how to do fundamental analysis on stocks: Fundamental analysis of a stock is used to determine the financial and business health of a company. It is always recommended to perform a complete fundamental analysis of the stock before investing if you are planning for a long-term investment. If you’re involved in the market, you might also have about the term ‘Technical Analysis’ Well, technical analysis is a good approach to find the entry and exit time

Investing 98

Investing Investments Valuation Assets 98

MarketWatch

MAY 22, 2023

Shares of Tegna Inc. TGNA rose after hours on Monday after the TV-station operator announced a $300 million “accelerated” stock buyback and raised its quarterly dividend by 20% following the termination of a merger deal with the hedge fund Standard General struck last year. Tegna executives also said they were “actively reviewing the return of additional excess capital that accumulated during the pending merger,” which faced a Monday financing deadline and got hung up in the regulatory review pr

Marketing 98

Marketing Marketing 98

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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.

Banking

Darrow Wealth Management

MAY 22, 2023

Should you hold cash or invest in the market? Attractive yields on savings and cash-like investments can make it tempting to hold cash instead of investing extra money. On the heels of the worst year ever for bonds and the seventh worst year for stocks , the hesitation is understandable. But before proclaiming cash is king and parking your money in an FDIC insured bank account, consider your time frame and how you plan to use the money.

Investing 90

Investing Investments Wealth Management Accounting 90

Wealth Management

MAY 22, 2023

The convergence of wealth and retirement is affecting RPAs who want to provide greater advice to participants with DC plans.

Planning 102

Planning Management Retirement 102

A Wealth of Common Sense

MAY 22, 2023

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. On today’s show, we discuss: The GLASfunds origin story Issues advisors have investing in privates and alts The fund manager due diligence process How the GLASfund fee works for advisors Getting advisors comfortable with.

Investing 76

Investing Investments Management 76

Wealth Management

MAY 22, 2023

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

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Asset Allocation Assets Clients 103

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.

Financial Advice

XY Planning Network

MAY 22, 2023

From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. But the question is, how do you know when it’s time to actually make that leap and leave your job to pursue entrepreneurship, and how do you ensure a smooth transition along the way? Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to disc

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CFP Planning Management Fee Only 74

Wealth Management

MAY 22, 2023

After 24 years, the company’s founder informed the board he will retire from his leadership position by the end of 2023.

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Retirement 99

Getting Your Financial Ducks In A Row

MAY 22, 2023

Photo credit: dido We’ve covered a lot of ground on how you can access your IRA funds in this blog. Over time I have developed the following list of the ways to withdraw IRA funds without penalty. The penalty for early withdrawal of IRA funds is 10% of the withdrawal, unless one of the exceptions is met. This list is for Traditional IRAs only.

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Distribution Medical Accounting Taxes 100

Wealth Management

MAY 22, 2023

How advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios.

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Management Client Management Planning Accounting 94

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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.

Banking

MarketWatch

MAY 22, 2023

The Greek Athex Composite GR:GD surged nearly 7% in opening trade on Monday, following the landslide victory of the conservative party led by Prime Minister Kyriakos Mitsotakis. New Democracy was leading the left-leaning Syriza party by over 20 percentage points. The yield on the 10-year Greek government bond BX:TMBMKGR-10Yfell 6 basis points to 3.94%.

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Government Marketing Marketing 75

Advisor Perspectives

MAY 22, 2023

A member of Putnam's Fixed Income team since 2007, Onsel Gulbiten analyzes macroeconomic issues, including inflation, interest rates, and policy developments.

Economics 98

Economics 98

MarketWatch

MAY 22, 2023

Canopy Growth Corp. CGCCA:WEED said Monday it has filed a revised proxy statement with the U.S. Securities and Exchange Commission updating its strategy to accelerate entry to the U.S. cannabis industry through a U.S.-domiciled company called Canopy USA LLC. The company has modified the structure of its interest in that company in order to ensure continued compliance with Nasdaq listing rules, it said in a statement.

Compliance 75

Compliance Commission Marketing Marketing 75

Wealth Management

MAY 22, 2023

Managing the new game requires a more tactical approach.

Investing 103

Investing Investments Management 103

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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!

Accounting

MarketWatch

MAY 22, 2023

The semiconductor sector is taking a hit Monday, after China’s government told some technology-product makers not to use memory chips made by Micron Technology Inc. MU, citing security risks. China’s call comes after it had warned of consequences after the U.S., Europe and Japan reduced China’s access to advanced chipmaking and other technology that might be used in weapons.

Government 75

Government Marketing Marketing 75

Cornerstone Financial Advisory

MAY 22, 2023

Despite Stall, Debt Deal Optimism Cheers Markets Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. The Dow Jones Industrial Average edged 0.38% higher, while the Standard & Poor’s 500 gained 1.65%.

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Marketing Marketing Taxes Economics 59

MarketWatch

MAY 22, 2023

Pfizer PFE stock was up 4.2% on Monday after a study of its diabetes treatment danuglipron found that a high dose of the drug reduced body weight by more than nine pounds over 16 weeks. The research, circulated by the Journal of the American Medical Association, suggests that the drug may be as effective as the Novo Nordisk NVO weight-loss injection Ozempic.

Medical 75

Medical Marketing Marketing 75

Advisor Perspectives

MAY 22, 2023

No piece of technology is more crucial than the microchip. Its supply was central to the cause of the post-COVID-19 inflation, and the stability of the U.S.-China relationship hinges on its manufacture.

Manufacturing 59

Manufacturing 59

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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.

Communication

MarketWatch

MAY 22, 2023

Shares of Plug Power Inc. PLUG tacked on 0.5% in premarket trading Monday, after the company said it landed three deals in Europe for its green hydrogen-producing electrolyzers. The company said the deals with Ardagh Glass Limmared AB, Hydro Havrand and the APEX Group will be the first use of industrial-scale green hydrogen in glass manufacturing, aluminum recycling and steel manufacturing.

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Manufacturing Economy Planning Marketing 75

XY Planning Network

MAY 22, 2023

From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. But the question is, how do you know when it’s time to actually make that leap and leave your job to pursue entrepreneurship, and how do you ensure a smooth transition along the way? Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to disc

CFP 52

CFP Planning Management Fee Only 52

MarketWatch

MAY 22, 2023

Shares of Plug Power Inc. PLUG charged up 12.4% in afternoon trading Monday, after the company said it landed three deals in Europe for its green hydrogen-producing electrolyzers. The company said the deals with Ardagh Glass Limmared AB, Hydro Havrand and the APEX Group will be the first use of industrial-scale green hydrogen in glass manufacturing, aluminum recycling and steel manufacturing.

Manufacturing 75

Manufacturing Economy Planning Marketing 75