Abnormal Returns
JULY 15, 2022
The biz How Athletic Greens rode podcasting to sales success. (nytimes.com) Spotify ($SPOT) is buying Heardle. (hollywoodreporter.com) Business Tyler Cowen talks with Matthew Ball author of "The Metaverse: And How it Will Revolutionize Everything." (conversationswithtyler.com) Tim Ferriss talks with Duolingo CEO and co-founder Luis von Ahn. (tim.blog) Patrick O'Shaughnessy talks with Ben Clymer about the business of Rolex.
The Reformed Broker
JULY 15, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Alex Kantrowitz, and Downtown Josh Brown discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
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Your Richest Life
JULY 15, 2022
Eight years ago this month, I took a leap of faith and started Your Richest Life. It’s been an exciting and challenging journey, and I’m so grateful for all I’ve learned along the way. The past year has been yet another difficult one, with steep inflation , high interest rates and market volatility. But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way.
A Wealth of Common Sense
JULY 15, 2022
I don’t believe there is one singular way to invest your money. If there was everyone would invest that way. Every strategy and philosophy has its pros and cons. The good strategy you can stick with is far superior to the great strategy you can’t stick with so a lot of this comes down to who you are as an investor. There are a number of factors that determine the type of investor you are.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
BlueMind
JULY 15, 2022
Category: Compliance. The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
ModernAdvisor
JULY 15, 2022
June was a difficult month for equity and fixed income investors alike. June 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. June was a difficult month for equity and fixed income investors alike.
Nationwide Financial
JULY 15, 2022
The COVID-19 pandemic didn’t have an impact only on people’s physical health; it also created a mental health crisis. Many people experienced anxiety and depression as they had to deal with not only the potential threat to their lives, but also lockdowns, the resulting social isolation and all the other direct and indirect consequences of a global pandemic.
NAIFA Advisor Today
JULY 15, 2022
NAIFA Invites Women and Hispanic Agents and Advisors to Two New Programs in August. The National Association of Insurance and Financial Advisors (NAIFA) has announced the addition of two programs that will run on Tuesday, August 16 th pre-conference to its upcoming Apex event being held in Phoenix, Arizona. The sessions focus on raising awareness for state, interstate, and federal advocacy and stress the importance of financial advisors to get involved, starting with voting, in the political pro
Validea
JULY 15, 2022
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact of hedging on the market. We discuss this issue in depth and look at how dealer positioning can have a much greater impact on markets than many believe. We also look at what that impact means for long-term investors.
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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.
Meb Faber Research
JULY 15, 2022
Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6) Author: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. Summary: Each year, our team carefully sorts through tons of research from some of the […].
Trade Brains
JULY 15, 2022
A Study on top companies in Indian Auto Ancillary Industry: The Auto Ancilliary Industry includes companies that provide supporting equipment to the primary products of a vehicle company. This support may be in the form of Tyres, Batteries, Brakes, Suspension, etc. Such industries enable vehicle companies to focus on their core competencies while they are able to produce quality parts they specialize in.
Random Roger's Retirement Planning
JULY 15, 2022
WisdomTree Head of US Research Bradley Krom wrote a short paper about the firm's US Efficient Frontier Core Fund (NTSX), aka the 90/60 ETF, that we've looked at a couple of times over the last month. As a quick reminder, a 67% allocation to 90/60 generally equates to a 100% allocation to a 60/40 portfolio like you might get from Vanguard Balanced Index Fund (VBAIX).
Trade Brains
JULY 15, 2022
List of top Companies with Zero Promoter Holding in India: A high holding on promoters is generally considered a good symbol as it shows the confidence of the founders in their own company. You might be aware of companies like WIPRO , where Ajim Premji Group holds a 73% stake in the company or Avenue Supermart where RK Damani and other promoters hold a 74.99% stake in the company.
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.
Nerd's Eye View
JULY 15, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that investors this year have filed 37 arbitration cases with FINRA related to alleged violations of Regulation Best Interest (Reg BI). These come on the heels of the SEC’s first enforcement action related to Reg BI, suggesting that industry participants might soon get more clarity on the regulation’s requirements and the consequences for not adher
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