Abnormal Returns
NOVEMBER 13, 2023
Crypto The crypto industry is at a crossroads, post-FTX. (on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. (theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else. (theinformation.com) What rate of return do successful VCs need to get from their investments?
Nerd's Eye View
NOVEMBER 13, 2023
Traditionally, financial planning meetings have been held face-to-face in an advisor's office, and over the years, a body of research has emerged showing that how the advisor's office is laid out can have a significant impact on how clients perceive the advisor, their mood during the meeting, and even their resulting financial planning decisions. However, over the last decade (and particularly since the beginning of the COVID-19 pandemic), many advisors have increasingly been holding virtual cli
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Abnormal Returns
NOVEMBER 13, 2023
Podcasts Jack Forehand and Justin Carbonneau talks with Doug and Heather Boneparth about having better money conversations. (youtube.com) Justin L. Mack talks with Jennifer and Lisa Dazols, founders of Modern Family Finance, about working with LGBTQ+ clients. (financial-planning.com) Smoke Show The pilot episode of 'The Smoke Show' is this week focusing on fintech founders and their startups.
The Big Picture
NOVEMBER 13, 2023
As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the Belfers, a successful American family of immigrants, and some of the woes that befell them. (Don’t worry, they are fine). You can find the full slide deck here. The post Navigating Financial Disasters (video) appeared first on The Big Picture.
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
NOVEMBER 13, 2023
Research on tax-efficient retirement distribution strategies aims to sequence withdrawals from taxable, tax-deferred, and tax-exempt accounts to maximize after-tax spending. That can be either in terms of meeting an after-tax spending goal for as long as possible or preserving the most after-tax legacy after meeting spending needs over a specified timeframe.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 13, 2023
Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.
XY Planning Network
NOVEMBER 13, 2023
Move over, Millennials; there’s a new class in town. Generation Z (Gen Z) is the latest age group phasing into the workforce. Those who work in financial planning know: it’s never too early to start. Every generation is shaped by the actions of their predecessors and the distinctive events and trends they collectively experience as they join the ranks of adulthood.
Wealth Management
NOVEMBER 13, 2023
The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.
Calculated Risk
NOVEMBER 13, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-November A brief excerpt: Last week, in Part 1: Current State of the Housing Market; Overview for mid-November I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question I discussed in July is Will house prices decline further later this year?
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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.
Wealth Management
NOVEMBER 13, 2023
CBRE President and CEO Robert Sulentic said office real estate values could fall another 10% before reaching their nadir. The Wall Street Journal looked at the rise in distress among mezzanine loans. These are among the must reads from the real estate investment world to kick off the new week.
Carson Wealth
NOVEMBER 13, 2023
After the best week of the year for stocks two weeks ago, it was nice to see some follow-through last week. We think the stage is set for a strong end-of-year rally and the late-October lows won’t be violated. November and December are historically two of the strongest months. And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close.
Wealth Management
NOVEMBER 13, 2023
The news comes as Avantax faces three lawsuits and "multiple" demand letters from stockholders asking the company for additional financial disclosures.
Alpha Architect
NOVEMBER 13, 2023
If inflation surges, how long on average, will it take to subside to a reasonable target rate of 2%? Is Inflation Ever Going to Go Down? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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
NOVEMBER 13, 2023
Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures.
Advisor Perspectives
NOVEMBER 13, 2023
Here are tips for handling prospect objections and how every advisor can improve client meetings.
Wealth Management
NOVEMBER 13, 2023
Franklin Tsung, CEO at Future Advice, discusses the future for RIAs seeking to compete with both "platform" RIAs and traditional wirehouse advisors.
Advisor Perspectives
NOVEMBER 13, 2023
Private equity (PE) has become a staple of institutional portfolios, but its performance has often been disappointing. New research shows that the levels of specialization and portfolio diversification should be important considerations when selecting a manager to implement a PE strategy.
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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.
Wealth Management
NOVEMBER 13, 2023
The 7th breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million as a VP at Merrill Lynch.
A Wealth of Common Sense
NOVEMBER 13, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to give us an update on digital assets in 2023. On today’s show, we discuss: Fundamental reasons for Bitcoin’s positive performance in 2023 Q3 2023 Fidelity Digital Assets Signals Report Bitcoin first revisited Illiquid Bitcoin supply.
Wealth Management
NOVEMBER 13, 2023
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens.
Random Roger's Retirement Planning
NOVEMBER 13, 2023
A couple of interesting retirement planning items from my reading today. First are two articles about people's reluctance to start to spend down their retirement savings from Kitces and Morningstar , it is a difficult psychological pivot to go from accumulating to decumulating. Many years ago I recognized that I would have difficulty when the time came and as I write this today, having no idea when we will start draw from our savings, I know it will still be difficult for me to do.
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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!
Wealth Management
NOVEMBER 13, 2023
Band-aid solutions will no longer work to bring family offices into a more digital world.
Sara Grillo
NOVEMBER 13, 2023
Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be? Well, not if you make mistakes. Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. We’ll discuss: Why is Medicare even important to talk about?
Wealth Management
NOVEMBER 13, 2023
Wealth Management Invest will cover how advisors are creating personalized portfolios at scale.
Advisor Perspectives
NOVEMBER 13, 2023
Five of the eight indexes on our world watch list posted gains through November 13, 2023. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 24.87%. The U.S.'s S&P 500 finished in second with a YTD gain of 15.36% while France's CAC 40 finished in third with a YTD gain of 6.86%.
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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.
Wealth Management
NOVEMBER 13, 2023
Convergence and the growth of new plans are beyond what RPAs can handle.
Advisor Perspectives
NOVEMBER 13, 2023
Where is the line between selling a financial product and providing investment advice? That question is at the heart of a debate over a new proposal that aims to protect Americans’ retirement savings.
Wealth Management
NOVEMBER 13, 2023
Bloomberg’s holding data for the ETF currently shows a short position of 5,280 contracts of the Nasdaq 100 14,600 calls expiring Nov. 17, and no futures contracts.
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