Wealth Management
OCTOBER 15, 2024
Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. BlackRock launches a new tech feature for real-time monitoring of private markets data. These are among this week’s investment must reads for wealth advisors.
Abnormal Returns
OCTOBER 15, 2024
Strategy Diversification is more than just owning a lot of stocks. (fortunefinancialadvisors.com) What defines a group that makes high quality decisions? (behaviouralinvestment.com) Alternatives Charles Schwab ($SCHW) views alternatives as a (big) opportunity. (riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. (institutionalinvestor.com) Retail Walgreens ($WBA) is closing some 1,200 stores.
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Wealth Management
OCTOBER 15, 2024
Apollo's new semi-liquid secondaries products will include a tender offer fund open to U.S.
Abnormal Returns
OCTOBER 15, 2024
Retail Just how profitable is to trade against retail order flow? (papers.ssrn.com) Zero commissions could obscure the true costs of trading. (papers.ssrn.com) Quant stuff How XTX Markets have generated huge profits using cutting edge quant models. (on.ft.com) A look at the companies behind the scenes setting odds at online sports books. (bloomberg.com) Jane Street interns make good coin.
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Wealth Management
OCTOBER 15, 2024
The firm will now offer advisory services and customizable model portfolios for alternative investments.
Calculated Risk
OCTOBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Changes in Various Interest Rates Since the FOMC Cut Its Target Fed Funds Rate by 50 Basis Points A brief excerpt: From housing economist Tom Lawler: Below is a table showing changes in various interest rates from the day before the FOMC’s 50 basis point cut in its Fed Funds rate target and last Friday.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
OCTOBER 15, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
Wealth Management
OCTOBER 15, 2024
The acquisition of Sweet Financial is Carson’s second-largest deal to date.
Calculated Risk
OCTOBER 15, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-October 2024 A brief excerpt: On Friday, in Part 1: Current State of the Housing Market; Overview for mid-October 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Wealth Management
OCTOBER 15, 2024
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab with a combined $825 million in assets.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
A Wealth of Common Sense
OCTOBER 15, 2024
The Great Financial Crisis decimated the balance sheets of most Americans. How could it not? Housing prices were down by nearly 30%. The stock market crashed almost 60%. The unemployment rate hit double-digits. It was the worst economic period most of us have ever lived through. The collective net worth of American households reached roughly $66 trillion by the end of 2007.
Wealth Management
OCTOBER 15, 2024
Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.
Nerd's Eye View
OCTOBER 15, 2024
Welcome everyone! Welcome to the 407th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. What's unique about Mark, though, is how he uses a liability-driven-investing approach to build retirement portfolios and manage sequence of return risk, with a particular focu
Wealth Management
OCTOBER 15, 2024
In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Million Dollar Round Table (MDRT)
OCTOBER 15, 2024
By Corey Williams Systems and routines are important to me. They took me to MDRT’s Top of the Table and gave me more time for my family. Without systems, you hold yourself back from a more fulfilling life. Planning for the day You achieve goals on a step-by-step, day-by-day basis. So, it’s important to start the day off right. Each morning, I meditate, exercise and do affirmations and journaling.
Wealth Management
OCTOBER 15, 2024
Shaker Investments' Brad Wheeler details how financil advisors can manage investment risk more effectively.
Investment Writing
OCTOBER 15, 2024
Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.
Wealth Management
OCTOBER 15, 2024
Thursday, November 14, 2024 | 2:00 PM ET
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Trade Brains
OCTOBER 15, 2024
In the world of Indian public sector undertakings (PSUs), achieving “Maharatna” status is similar to earning a prestigious badge of honor. Recently, Hindustan Aeronautics Limited (HAL) has achieved the prestigious Maharatna status, marking a significant milestone in its operations. This recognition enhances HAL’s operational and financial autonomy, allowing for strategic decision-making without government constraints.
Wealth Management
OCTOBER 15, 2024
A multi-trillion dollar untapped opportunity.
Trade Brains
OCTOBER 15, 2024
India’s commercial real estate sector is witnessing a remarkable upswing. According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. This figure eclipses the previous high of 60.6 million in 2019. Major metropolitan areas like Bengaluru, Mumbai, and Pune are spearheading this growth trend.
Wealth Management
OCTOBER 15, 2024
Listen as Nona Rosa, Director of Practice Management at Avantax as she highlights the firm’s dedication to investing in talent through an innovative coaching program.
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Advisor Perspectives
OCTOBER 15, 2024
How you connect with your prospects and how you position yourself in their eyes is crucial to becoming their Trusted Authority.
Wealth Management
OCTOBER 15, 2024
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab in Orlando, Fla.
Random Roger's Retirement Planning
OCTOBER 15, 2024
All right, let's get into this. Today the STKD Bitcoin & Gold ETF (BTGD) appears to have started trading. The fund's website says October 15 is the inception date but Yahoo Finance doesn't have it yet. It's from Quantify Funds but Newfound Research, ReSolve Asset Management and Return Stacked ETFs are all involved too. BTDG leverages up to own 100% Bitcoin and 100% gold in a similar fashion as the ReturnStacked suite of ETFs.
Advisor Perspectives
OCTOBER 15, 2024
By adopting best-in-class technologies, wealth management firms can position themselves as leaders in a competitive market, attracting more right-fit clients, and achieving sustainable growth.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Alpha Architect
OCTOBER 15, 2024
AI-powered growth concentrates among larger firms and is associated with higher industry concentration. Our results highlight that new technologies like AI can contribute to growth and superstar firms through product innovation. Artificial intelligence, firm growth, and product innovation was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
OCTOBER 15, 2024
The stock and bond markets were not spooked in September. The S&P 500 had its best September in the last 11 years with a +2% performance.
NAIFA Advisor Today
OCTOBER 15, 2024
Rich Campbell 's long-standing career and commitment to helping families secure their financial future exemplify the values of NAIFA and the financial services profession. His passion for the industry and dedication to his clients continue to inspire those around him. Rich was recruited into the financial services industry over two decades ago. That opportunity opened the door to a rewarding career where he found his passion for helping others achieve financial security.
Advisor Perspectives
OCTOBER 15, 2024
By bringing wealth advisors and attorneys together with medical professionals, clients can receive more comprehensive care. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors.
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