Abnormal Returns
FEBRUARY 27, 2024
Markets Communications and health care are leading the U.S. market in 2024. (capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. (biopharmadive.com) Strategy What happens when you invest right before a bear market? (awealthofcommonsense.com) The case for, but mostly against, dividend-focused ETFs. (ofdollarsanddata.com) Why it's so easy to get sucked into trading too much.
The Big Picture
FEBRUARY 27, 2024
Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Andrew Slimmon, Morgan Stanley Investment Management appeared first on The Big Picture.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
FEBRUARY 27, 2024
Research What factors matter for bond returns? (klementoninvesting.substack.com) How to combine top-down and bottom-up aggregate earnings estimates. (papers.ssrn.com) Private equity returns are but a guess until all capital is returned. (wealthmanagement.com) Why biotech stocks are like lottery tickets. (alphaarchitect.com) How to trade Bitcoin without trading Bitcoin.
Nerd's Eye View
FEBRUARY 27, 2024
Welcome back to the 374th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dianne Nolin. Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households. What's unique about Dianne, though, is how she has been able to both expand the marketing of her firm, and its profitability, by taking the divorce financial planning work that has been a l
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
FEBRUARY 27, 2024
Despite 5% short-term interest rates and stickier inflation than some people would like and the Fed potentially pushing back interest rate cuts for a few months and the new True Detective seasons being a massive disappointment…the S&P 500 continues to take out new all-time highs. By my count there have already been a baker’s dozen in 2024 alone.1 Here are the new highs by year since 2015: 2015: 10 2016: 1.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 27, 2024
Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found this week for wealth advisors.
Calculated Risk
FEBRUARY 27, 2024
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.5% year-over-year in December; FHFA: House Prices Up 6.5% Q4 over Q4 Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for December ("December" is a 3-month average of October, November and December closing prices). December closing prices include some contracts signed in August, so there is a significant lag to this data.
Wealth Management
FEBRUARY 27, 2024
Among other developments, ABL Tech will provide the firm’s wealth advisors with mortality data that can help them identify wealth transfers within their client base.
Advisor Perspectives
FEBRUARY 27, 2024
The Federal Housing Finance Agency (FHFA) house price index (HPI) continued to increase in December, coming in at 417.9. U.S. house prices increased by 0.1% from the previous month and by 6.6% from one year ago. After adjusting for inflation, the real index was flat month-over-month and up 4.6% year-over-year.
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
FEBRUARY 27, 2024
Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found this week for wealth advisors.
Advisor Perspectives
FEBRUARY 27, 2024
Evaluating your tech stack and contract pricing must be on your agenda as your wealth management firm starts the new year.
Wealth Management
FEBRUARY 27, 2024
The nascent RIA attracts three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.
The Irrelevant Investor
FEBRUARY 27, 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?
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
FEBRUARY 27, 2024
Nesvold will work closely with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.
Discipline Funds
FEBRUARY 27, 2024
Don’t worry. This isn’t a post about how the 60/40 portfolio is “dead” We talked about how that was nonsense last year and a 60/40 portfolio was up 20% last year right when everyone was declaring it dead. Instead, we’re going to talk about a new framework for thinking about any diversified multi-asset portfolio and where it does and does not make sense.
Wealth Management
FEBRUARY 27, 2024
Rossby Financial’s combination of customizable pricing and open architecture technology are drawing job applicants and advisors alike to the nascent firm.
Million Dollar Round Table (MDRT)
FEBRUARY 27, 2024
By Matt Pais, MDRT Content Specialist Are you nervous about what a coach might see when exploring what you and your business do well and less well? That’s an effective way of knowing they can help, said Daniel O’Connell, MBA , a 17-year MDRT member from Dallas, Texas. “A good coach is going to get you out of your comfort zone,” he said. “If you have anxiety about someone looking at your practice, that’s probably a good thing, because that means there’s tremendous area of opportunity for growth t
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
FEBRUARY 27, 2024
The Anderson McKelvey Group is based outside of Orlando and focuses on individuals, families, and corporate executives in the aerospace and defense industries.
Random Roger's Retirement Planning
FEBRUARY 27, 2024
A few quick hits today. There was news reported in multiple places from Fidelity's survey showing the number of 401k millionaires grew last year by 11.5%. Part of the headline in the link I am including refers to these people as poster children for staying the course. Staying the course hopefully starts at a younger age but whenever it starts, the discipline to put in a meaningful percentage every year and let the market do its thing for you makes the path to a workable, financial outcome much e
Wealth Management
FEBRUARY 27, 2024
Charles A. Redd provides an in-depth analysis of a recent Chief Counsel Advice relating to gift tax consequences.
Advisor Perspectives
FEBRUARY 27, 2024
Home prices continued to trend upwards in December, albeit at a slower pace, as the benchmark 20-city index rose for an eleventh consecutive month. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.2% increase month-over-month (MoM) and a 6.2% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was reduced to -0.2%.
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
FEBRUARY 27, 2024
Zephyr PSN Product Manager Nick Williams discuss the growth of SMAs, PSN and PSN Top Guns.
Trade Brains
FEBRUARY 27, 2024
Dark Cloud Cover Candlestick Pattern: There are different types of candlestick patterns to analyse the price movement of securities. Here, we shall discuss a type of multiple candlestick pattern, the Dark Cloud Cover Candlestick pattern. Also, we shall look into its formation, trading strategies and also the entry and exit points in this pattern What is a Dark Cloud Cover Candlestick Pattern?
Wealth Management
FEBRUARY 27, 2024
Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.
Advisor Perspectives
FEBRUARY 27, 2024
Academic work shows that openness, rule of law, and legal protections are associated with investor inflows to global stock markets. Based on such considerations, non-U.S. stocks don't look very good.
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
FEBRUARY 27, 2024
Martin M. Shenkman and Joy Matak offer practical steps to comply with the new reporting regime.
Advisor Perspectives
FEBRUARY 27, 2024
The Conference Board's Consumer Confidence Index® retreated in February after falling 4.2 points. The index fell to 106.7 from January's downwardly revised 110.9. This month's reading was lower than expected, falling short of the 114.8 forecast.
Wealth Management
FEBRUARY 27, 2024
Practitioners need to modify their procedures to accommodate new requirements.
Expert insights. Personalized for you.
239 
Let's personalize your content