Abnormal Returns
APRIL 23, 2024
Geopolitics A look at how geopolitical events affect the stock market. (carsongroup.com) Why we fear doing nothing during a geopolitical crisis. (behaviouralinvestment.com) Strategy Investors need to understand history and be willing to look ahead. (morningstar.com) Why people make seemingly bad financial decisions. (ofdollarsanddata.com) Companies Meta ($META) never wants to be at the mercy of Apple ($AAPL).
A Wealth of Common Sense
APRIL 23, 2024
There was a recent poll about my home state of Michigan where they asked people for their thoughts on the state of the nation’s economy today. Just 35% of people described the economy as excellent (6%) or good (29%) while 65% described it as either not so good (28%) or poor (37%). But when asked how they would describe their own personal financial situation these days, a majority of people (61%) described their circ.
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Abnormal Returns
APRIL 23, 2024
Research A closer look at hedge fund industry performance. (alphaarchitect.com) How to suss out intangible-rich international companies. (sparklinecapital.com) Quality and low vol are not synonymous. (insights.finominal.com) For generative AI to work in investing it needs the right kind of data, and a lot of it. (acadian-asset.com) How green investors affect market equilibria.
Advisor Perspectives
APRIL 23, 2024
Fifth district manufacturing activity remained slow in April, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index rose to -7 this month from -11 in March, marking its 6th consecutive negative reading. This month's reading was consistent with the forecast.
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.
Wealth Management
APRIL 23, 2024
The rule, which takes effect in September, “protects the retirement investors from improper investment recommendations and harmful conflicts of interest,” according to Acting Labor Secretary Julie Su.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 23, 2024
Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.
Advisor Perspectives
APRIL 23, 2024
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony Pasquariello.
The Irrelevant Investor
APRIL 23, 2024
Today’s Animal Spirits is brought to you by Franklin Templeton: See here for more information on the Franklin High Yield Corporate ETF (FLHY) On today’s show, we discuss: Wall Street traders keep underestimating America’s economic strength Generation Z is unprecedentedly rich Where are growth, inflation and interest rates headed? We asked the economists Home renovations are booming thanks to high rates Bank.
Alpha Architect
APRIL 23, 2024
The implications of wishful thinking and subjective belief choice for endogenous disagreement among investors are substantial and can vary with economic conditions: How investors form beliefs and make decisions was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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
APRIL 23, 2024
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors.
Million Dollar Round Table (MDRT)
APRIL 23, 2024
By Kathryn Furtaw Keuneke, MDRT Content Development Director Clients don’t want to hear about products; they want to know what solutions they provide. That’s not new, but Shane E. Westhoelter, AEP, CLU , a 13-year MDRT member from Albuquerque, New Mexico, USA, has some new ways of demonstrating the value. To show clients the value of disability insurance, Westhoelter said during his ConneXion Zone presentation at the 2017 MDRT Annual Meeting, he puts them through a one-day exercise.
Wealth Management
APRIL 23, 2024
Mike Fanning joins Advisor360 as CEO after retiring after 17 years with MassMutual, the third-party technology provider’s largest customer.
Calculated Risk
APRIL 23, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 693,000 Annual Rate in March Brief excerpt: The Census Bureau reports New Home Sales in March were at a seasonally adjusted annual rate (SAAR) of 693 thousand. The previous three months were revised down combined. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
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
APRIL 23, 2024
The first fund launching within the suite is the Calamos S&P 500 Structured Alt Protection ETF, which aims to match the price return of the SPDR S&P 500 ETF Trust up to a cap of 9.65%.
Advisor Perspectives
APRIL 23, 2024
The March release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 693,000 units, its fastest pace in six months and higher than the 668,000 forecast. New home sales were up 8.8% month-over-month from a revised rate of 637,000 in February and are up 8.3% from one year ago.
Wealth Management
APRIL 23, 2024
Now’s the time to outsource the tasks taking time and attention away from your clients.
Calculated Risk
APRIL 23, 2024
Last week, in the CalculatedRisk Real Estate Newsletter on March existing home sales, NAR: Existing-Home Sales Decreased to 4.19 million SAAR in March; Median House Prices Increased 4.8% Year-over-Year , I noted that median prices were up year-over-year (median prices are distorted by the mix). Seasonally prices typically peak in June (closed sales are mostly for contracts signed in April and May).
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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
APRIL 23, 2024
The proposal by the Federal Trade Commission would ban most new non-compete agreements including those of senior executives.
Random Roger's Retirement Planning
APRIL 23, 2024
It's been a while since we bagged on risk parity but Bloomberg gave us a good prompt to revisit the strategy. Apparently a few state pensions and similar pools of capital have been pulling money from risk parity funds managed by the likes of Bridgewater, Man and others. The simplistic definition is that risk parity equal weights asset classes by their volatility.
Wealth Management
APRIL 23, 2024
Advisor Growth Strategies' Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.
Steve Sanduski
APRIL 23, 2024
Guests: Andy Schell, a highly experienced sailor and the co founder of 59º North Sailing , an ocean sailing adventure company. In a Nutshell: The most challenging environments often teach us the most important lessons about leadership. Whether you’re steering your company around a storm or navigating high interest rates with nervous clients, if you’re resilient enough to reach the other side you’ll be that much more prepared when the clouds roll in again.
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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
APRIL 23, 2024
The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.
Advisor Perspectives
APRIL 23, 2024
Large international index funds do not account for geopolitical risk. Corruption has costs, and in this age of conflict with rising tensions in the Middle East, Russia, Ukraine and elsewhere, investors are faced with a daunting landscape while US markets are near highs. Should investors ride the momentum or transition and rotate to sectors that represent greater value and higher forward expected returns?
Wealth Management
APRIL 23, 2024
The asset class continues to gain momentum, marking the sixth consecutive quarter of asset growth.
Calculated Risk
APRIL 23, 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. • At 8:30 AM, Durable Goods Orders for March from the Census Bureau. The consensus is for a 2.0% increase in durable goods orders. • During the day, The AIA's Architecture Billings Index for March (a leading indicator for commercial real estate).
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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.
Advisor Perspectives
APRIL 23, 2024
VettaFi’s Saleem Khan dives into their latest behavioral intelligence data, highlighting key investing trends among advisors. Strategas’ Chris Verrone explains their recently launched Macro Momentum ETF (SAMM) and offers perspective on the current macro environment.
Wealthfront
APRIL 23, 2024
Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. If I have a large sum of cash to invest, should I invest it all […] The post Ask Wealthfront: Should I Dollar Cost Average?
Validea
APRIL 23, 2024
On April 30 th , Validea’s Jack Forehand and Justin Carbonneau will co-host an all day livestream on YouTube along with Matt Zeigler and SpotGamma’s Brent Kochuba to raise money to help fight cancer. The livestream will run from 8AM to 8PM ET and will feature 24 half hour interviews with some amazing guests covering topics ranging from value investing to factor investing to macro and options.
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