Abnormal Returns

FEBRUARY 28, 2024

Podcasts Peter Lazaroff with five reasons you need a financial plan that have nothing to do with money. (peterlazaroff.com) Justin Carbonneau and Jack Forehand talk with Justin Castelli about your mission in life. (youtube.com) How well do you know yourself? Barry Ritholtz talks with David Dunning. (ritholtz.com) Christine Benz and Amy Arnott talk with Marc Freedman who the co-CEO and founder of Encore.org about working later in life.

Retirement Planning 243

Retirement Planning Retirement Taxes Financial Planning 243

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. Rather, prospects often reach out to set an initial appointment only when they realize they have a specific pain point that they need an advicer's help with.

Planning 211

Planning Financial Advice Financial Planning Clients 211

Abnormal Returns

FEBRUARY 28, 2024

Markets Some of the most speculative sectors are perking up. (allstarcharts.com) Bitcoin hit its highest level since November 2021. (blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." (fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.

Valuation 233

Valuation Financial Advising Startup Media 233

Calculated Risk

FEBRUARY 28, 2024

"Higher rates in recent weeks have stalled activity", Mike Fratantoni, MBA’s SVP and Chief Economist. From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 23, 2024.

Marketing 128

Marketing Marketing 128

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

Wealth Management

FEBRUARY 28, 2024

Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.

117

117

Wealth Management

FEBRUARY 28, 2024

Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.

Retirement 107

Retirement Accounting Planning 107

Calculated Risk

FEBRUARY 28, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 195 thousand initial claims, down from 201 thousand last week. • Also at 8:30 AM, Personal Income and Outlays for January. The consensus is for a 0.5% increase in personal income, and for a 0.2% increase in personal spending.

Sales 102

Sales Manufacturing Management 102

Wealth Management

FEBRUARY 28, 2024

Both Jennifer Staben and Tim Dowden claim the contracts they signed during their time at Edelman discourage individuals from working elsewhere, while Edelman accused one of the advisors of a “flagrant” breach of their deal.

105

105

Trade Brains

FEBRUARY 28, 2024

Top AI stocks with High FII Holding s The 21st century has been a transformational era where humans have finally trained machines to learn, reason & make decisions. From self-driving cars to personalized recommendations, Artificial Intelligence is secretly training itself to be your best Personal Assistant. Well, it can be a lot more than that. It can solve complex problems, understand patterns, and speech, and even learn a language in a jiffy.

Engineering 100

Engineering Government B2B Clients 100

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.

Banking

Wealth Management

FEBRUARY 28, 2024

Advisory shops on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

Insurance 117

Insurance 117

Advisor Perspectives

FEBRUARY 28, 2024

Losing a parent is devastating. Losing both in a short time creates a unique set of emotional and practical challenges.

105

105

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 113

Valuation Assets Management 113

Advisor Perspectives

FEBRUARY 28, 2024

Emergencies happen both in and out of the office. Here are some strategies to protect yourself and your clients.

Planning 101

Planning Clients 101

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

Wealth Management

FEBRUARY 28, 2024

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

Clients 103

Clients Investing Investments 103

A Wealth of Common Sense

FEBRUARY 28, 2024

Today’s Animal Spirits is brought to you by Franklin Templeton and Fabric by Gerber Life See here for more information on Franklin Templeton’s new Bitcoin ETF See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Michael’s experience with Eli Manning How Japans Nikkei 225 got its mojo back T-bills without tax bills?

Insurance 74

Insurance Taxes 74

Wealth Management

FEBRUARY 28, 2024

Advisors can use options that are derivatives of the Bitcoin ETFs to manage crypto as they do other assets.

Clients 111

Clients Assets Management 111

NAIFA Advisor Today

FEBRUARY 28, 2024

NAIFA) is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

Financial Services 69

Financial Services Insurance Clients 69

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.

Banking

Wealth Management

FEBRUARY 28, 2024

The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Numbers 107

Numbers Retirement Accounting Investing 107

Calculated Risk

FEBRUARY 28, 2024

From the BEA: Gross Domestic Product, Fourth Quarter and Year 2023 (Second Estimate) Real gross domestic product (GDP) increased at an annual rate of 3.2 percent in the fourth quarter of 2023 , according to the "second" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 4.9 percent. The GDP estimate released today is based on more complete source data than were available for the "advance" estimate issued last month.

Government 66

Government Economics Investing Investments 66

Wealth Management

FEBRUARY 28, 2024

America boasts more than double the female billionaires than any other country.

117

117

Advisor Perspectives

FEBRUARY 28, 2024

Real gross domestic product increased at an annual rate of 3.2% in Q4 2023, according to the second estimate. The latest estimate is lower than the forecasted 3.3% growth and is a slowdown from the Q3 2023 GDP final estimate of 4.9%.

64

64

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!

Accounting

Wealth Management

FEBRUARY 28, 2024

You’ll need about 15% more than a year ago to join the richest tier of Americans, a report finds.

105

105

Advisor Perspectives

FEBRUARY 28, 2024

The second estimate for Q4 GDP came in at 3.21%, a deceleration from 4.86% for the Q3 final estimate. With a per-capita adjustment, the headline number is lower at 2.60%, a decrease from 4.24% for the Q3 headline number.

Numbers 59

Numbers 59

Trade Brains

FEBRUARY 28, 2024

Mrs. Bectors Food Specialities Ltd Mrs. Rajni Bector is the founder of Mrs. Bectors Food Specialities Ltd, an incredible tale of vision and success in business. Mrs. Bector started out in the 1970s in Ludhiana, Punjab, bringing homemade cakes, cookies, ice creams, puddings, and buns to neighbourhood get-togethers. Mrs. Bector’s success story is replete with noteworthy achievements.

Food 59

Food Commission Distribution Retail 59

Advisor Perspectives

FEBRUARY 28, 2024

Bitcoin's rally continued this past week as its price surged past $57,000 for the first time in over two years. BTC is currently up ~29% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 2/27/24.

Marketing 59

Marketing Marketing 59

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.

Communication

Wealth Management

FEBRUARY 28, 2024

Fiduciaries should expect questions about CBDCs.

Banking 106

Banking 106

Advisor Perspectives

FEBRUARY 28, 2024

Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q4 GDP second estimate, all four components made positive contributions.

59

59

Prosperity Coaching

FEBRUARY 28, 2024

Lifestyle Practice for Financial Advisors: 5 Essential Ingredients. Financial advisors in many business models are often motivated by maximizing investment returns as much as possible. It can be a fascinating process to find those unique financial vehicles that benefit clients most. The process can include many hours of research and […] The post Lifestyle Practice for Financial Advisors: 5 Essential Ingredients appeared first on The Prosperous Advisor Coaching Blog.

Financial Advisor 52

Financial Advisor Clients Investing Investments 52