Nerd's Eye View
JULY 31, 2023
Many financial advisors who launch solo advisory firms do so with the intention of adding more employees once the firm becomes big enough to support them. And while conceptually it makes sense that the firm will be ready to hire its first employee at some point, in practice, there often isn't a lot of clarity about the right time to actually make an initial hire.
Abnormal Returns
JULY 31, 2023
Markets Every major asset class is up YTD. (capitalspectator.com) The equity risk premium keeps shrinking. (wsj.com) Strategy One year returns are all over the place. Thirty years, not so much. (awealthofcommonsense.com) Don't let news dictate your investing strategy. (dariusforoux.com) Successful investing is ultimately a creative act. (herbgreenberg.substack.com) Finance CME Bitcoin futures volume is growing.
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Wealth Management
JULY 31, 2023
A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Andrea Mac, founder of Prequal, a revenue consultancy for salespeople and female company founders based in suburban Chicago.
Abnormal Returns
JULY 31, 2023
Podcasts Jason Wenk and Dasarte Yarnway spoke with Justin Castelli of RLS Wealth about finding freedom, independence and growth. (altruist.com) Daniel Crosby talks with Neil Bage who is the co-founder of Shaping Wealth about adviser self-care. (standarddeviationspod.com) Meb Faber talks with JD Gardner who is the CIO & Founder of Aptus Capital Advisors.
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.
Advisor Perspectives
JULY 31, 2023
With the Federal Reserve nearing the end of its most disruptive monetary-tightening campaign in a generation, a softening US dollar is poised to boost profit growth for nearly half of the companies in the S&P 500 Index over the next year.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 31, 2023
From the Federal Reserve: The July 2023 Senior Loan Officer Opinion Survey on Bank Lending Practices The July 2023 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the past three months, which generally correspond to the second quarter of 2023.
Integrity Financial Planning
JULY 31, 2023
The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding of what retirement might look like for you. Defined-Benefit Let’s start with a defined-benefit plan. These types of plans commonly come in the form of pension plans. [1] A pension plan guarantees a certain level of retirement benefit based on your salary and how many years you worked for the comp
Advisor Perspectives
JULY 31, 2023
Valid until the market close on August 31, 2023 The S&P 500 closed July with a monthly gain of 3.11%, after a gain of 6.47% in June. At this point, after close on the last day of the month, one of five Ivy portfolio ETFs — iShares 7-10 Year Treasury Bond ETF (IEF) — is signaling "cash", same as last month's final "cash" signal.
Wealth Management
JULY 31, 2023
According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.
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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.
Trade Brains
JULY 31, 2023
Best Debt Free Large Cap Stocks: Many investors prefer investing in large cap stocks because of their steady returns and a long history of profits. The volatility is low making them suitable for risk-averse investors. Furthermore, some investors go a step ahead and pick debt free large cap stocks to protect their downside. In this article, we’ll present you such best debt free large cap stocks which you can add to your watchlists.
Wealth Management
JULY 31, 2023
It may be the first year in nearly a decade that the RIA market doesn’t break records, but industry trackers expect it will remain heated as private equity, new players and synergistic opportunities abound.
Advisor Perspectives
JULY 31, 2023
Starting valuations are the most reliable predictor of equity returns. But they are far from reliable, and investors must use those forecasts cautiously.
Wealth Management
JULY 31, 2023
According to the commission, Clarice Saw liquidated the securities of her 87-year old client without his knowledge when he was hospitalized.
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.
Alpha Architect
JULY 31, 2023
The article aims to examine the role of social media in venture capital financing, its impact on disparities faced by underrepresented groups, and the mechanisms through which social media usage can facilitate venture capital funding. Social Media and Inequality in Venture Capital Funding was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JULY 31, 2023
A recent gift tax case involving the founders of Firehouse Subs illustrates both the benefits and risks involved with this technique.
The Irrelevant Investor
JULY 31, 2023
A year ago, the consensus view was that a recession was imminent. However, the situation has taken a complete turn, and now most of the evidence suggests that the economy is thriving. Despite the Fed’s efforts to slow it down, the economy keeps on rolling. The Citi Economic Surprise Index is currently at its highest level in three years, while companies are reporting strong earnings.
Wealth Management
JULY 31, 2023
The bid-ask gap in the commercial real estate market has created a massive falloff in transaction volume in 2023.
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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.
A Wealth of Common Sense
JULY 31, 2023
Today’s Talk Your Book is brought to you by Innovator Capital Management We had Co-Founder and CEO Bruce Bond back on the show to discuss their newest innovation in the ETF space! On today’s show, we discuss: Equity Defined Protection ETF product page Equity Defined Protection Investor Guide When Cash Isn’t King Research and Investment Strategy Center The SEC and approving this 100% protec.
Wealth Management
JULY 31, 2023
How whole life insurance can help retirees prepare for market downturns.
Random Roger's Retirement Planning
JULY 31, 2023
First up is another article stating that Gen-X is doomed for retirement. Another article I saw today (sorry no link) said that something like 1/3 of Gen-Xers have less than $10,000 saved for retirement. The article I linked to for this post has various sentiment stats about how few think they will have enough to retire and how many expect to work after they "retire.
Wealth Management
JULY 31, 2023
Consider taking advantage of current higher exclusions of gifting.
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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!
Don Connelly & Associates
JULY 31, 2023
Advisors who are in the dark about how their clients view their relationship or feel about the level of service they receive risk losing them to advisors who care about what they think. It's not that you don't care; it's that your clients won't know that you do if you don't periodically ask them for their feedback. Without direct and honest feedback from your clients, you won't know what's working and what's not.
Wealth Management
JULY 31, 2023
Proactively address risks that could affect the success of your practice.
International College of Financial Planning
JULY 31, 2023
Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success. Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions.
Wealth Management
JULY 31, 2023
And why the DC industry tends to tend to undervalue them.
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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.
International College of Financial Planning
JULY 31, 2023
Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA. Many self-employed individuals delay retirement planning due lack of knowledge or not understanding the criticality, leading to dependency on their children during their golden years.
Validea
JULY 31, 2023
In this episode, Ben Tuscai helps us work through many of the issues that young investors deal with navigating early in their careers. He has a unique perspective to offer given that he has recently dealt with the many similar challenges in his own life. We discuss planning for having children, the basics of insurance, general rules for emergency funds, why investing early is so important, emergency fund rules of thumb and a lot more.
Advisor Perspectives
JULY 31, 2023
Running a successful business means staying on top of day-to-day operations and of the evolving environment in which your business needs to operate as you grow. In our latest guide, we share seven risk factors every advisor should consider, with actionable tips to help you evaluate your firm’s potential liability.
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