Abnormal Returns
SEPTEMBER 7, 2023
Strategy It's hard to overstate the impact of the big tech stocks on the U.S. stock market of late. (theirrelevantinvestor.com) Big tech stocks have their own valuation experience. (wisdomtree.com) Big Tech has messed with factor investors. (advisorperspectives.com) Finance Blackstone ($BX) was early on the AI trend. (institutionalinvestor.com) Should you buy what Softbank is selling, i.e.
Nerd's Eye View
SEPTEMBER 7, 2023
A recent McKinsey report surveying growth in the wealth management industry predicted that the struggles of small RIA firms would increase as larger firms continue to grow and overshadow the industry. again. Although the messaging that smaller RIAs must scale to survive has been offered many times before over the past few decades, many smaller lifestyle firms and solo RIA practices have thrived in their preference to stay small.
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Abnormal Returns
SEPTEMBER 7, 2023
Books A Q&A with Alicia Kennedy author of "No Meat Required: The Cultural History & Culinary Future of Plant-Based Eating." (hazlitt.net) A Q&A with Todd Rogers, co-author of "Writing for Busy Readers: Communicate More Effectively in the Real World." (annieduke.substack.com) An excerpt from "The Cult of Creativity: A Surprisingly Recent History" by Samuel W.
The Reformed Broker
SEPTEMBER 7, 2023
Final Trades: Oracle, Zoom, Berkshire Hathaway & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
The Big Picture
SEPTEMBER 7, 2023
If ever a week was ripe for delaying your return to the office, it was this one. Hurricane Idalia cleared out the weather up and down the coast, bringing two weeks of clear blue skies and decent surfing (and dangerous rip tides). Then, a heat wave hit the East Coast, raising temperatures to the 90s in New York City. You could have continued your Endless Summer , working remotely in the AM, sneaking out for a few hours of mid-day beach fun, then returning home post-surf to respond to emails and o
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
SEPTEMBER 7, 2023
Technology moves the world forward. For the past decade, it’s done the same thing for the stock market. A lot of time was spent debating if the Fed drove these stocks higher with low interest rates. Another theory is that investors are just chasing returns. And yet another is that index funds are making the big stocks even bigger. Bits and pieces of these theories may be true, but the simplest and best explanation a.
Wealth Management
SEPTEMBER 7, 2023
WeWork’s stated plan to renegotiate its leases with landlords may run into issues, reports CoStar. Bisnow looked at how extreme heat is creating delays with construction. These are among the must reads from around the real estate investment world to end the week.
Calculated Risk
SEPTEMBER 7, 2023
The DOL reported : In the week ending September 2, the advance figure for seasonally adjusted initial claims was 216,000 , a decrease of 13,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 228,000 to 229,000. The 4-week moving average was 229,250, a decrease of 8,500 from the previous week's revised average.
Wealth Management
SEPTEMBER 7, 2023
Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.
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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
SEPTEMBER 7, 2023
Olectra Greentech vs JBM Auto: The electric vehicle segment is fast growing in India with multiple organizations from educational institutions to state transport corporations spending heavily on making their fleet electric. Unlike the passenger EV market, which is dominated by the likes of Tata Motors and Ola Electric, the electric buses segment is granular.
Wealth Management
SEPTEMBER 7, 2023
In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether they are in an employee or independent model?
Calculated Risk
SEPTEMBER 7, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Sabrina Speianu and Danielle Hale: Weekly Housing Trends View — Data Week Ending Sep 2, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 5.2%. This past week marked the 11th consecutive decline in the number of homes actively for sale compared to the prior year, however the gap narrowed slightly compared to the previous week’s -5.9% figure.
Fintoo
SEPTEMBER 7, 2023
Highlights Issue Size – 15,224,923 shares Issue Open/Close – Sept 08 /Sept 12, 2023 Price Band (Rs.) 200 – 211 Issue Size- 3,212 mn Face Value (Rs) 10 Lot Size (shares) 70 EMS Ltd. incorporated in 2010 is in the business of (i) Sewerage solution providers (ii) Water Supply Systems (iii) Water and Waste Treatment […] The post EMS LIMITED IPO (Subscribe) appeared first on Fintoo Blog.
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
SEPTEMBER 7, 2023
The ARK 21Shares Ethereum ETF would be the first of its kind and, if offered, would mark the first US exchange-traded fund that’s physically backed by the second-largest cryptocurrency after Bitcoin.
Calculated Risk
SEPTEMBER 7, 2023
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in August A brief excerpt: This is the first look at several early reporting local markets in August. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
SEPTEMBER 7, 2023
A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.
MainStreet Financial Planning
SEPTEMBER 7, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for clients, $10 for guests Register Here! Creating Your Solo Aging Plan Hosted by: Jennifer Bush , CFP® Solo agers are adults who are facing a future of aging alone.
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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
SEPTEMBER 7, 2023
Advisors are on the move this week, as no fewer than three teams announced they're switching platforms
Carson Wealth
SEPTEMBER 7, 2023
By Matt Lewis, CLTC ® Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, cover as wide a variety of situations, and come at such a range of costs. With so many different types of life insurance, finding the most suitable policy takes careful consideration. We can help you find the best possible solution.
Wealth Management
SEPTEMBER 7, 2023
In the wake of its acquisition of SVB Private, Michael Wilson will now lead the combined wealth management division.
Million Dollar Round Table (MDRT)
SEPTEMBER 7, 2023
By Matt Pais, MDRT Content Specialist For his best clients, 14-year MDRT member Mark Neufeld, CFP , of Vancouver, British Columbia, Canada, offers to serve as a “sounding board” for their friends and family. Sometimes clients have people in their lives who have questions about the financial world. “I will be happy to invest an hour of my time, bring them into the office, sit down with them and see if I can help them.
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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
SEPTEMBER 7, 2023
Tips for improving networking skills include watching body language and being authentic.
Advisor Perspectives
SEPTEMBER 7, 2023
Multiple jobholders account for 4.8% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Wealth Management
SEPTEMBER 7, 2023
Twenty points to help ensure your clients' legacies stay on track.
Advisor Perspectives
SEPTEMBER 7, 2023
Let's take a close look at August's employment report numbers on Full and Part-Time Employment. The latest data shows that 83.2% of total employed workers are full-time (35+ hours) and 16.
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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.
Clever Girl Finance
SEPTEMBER 7, 2023
In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. And when you have a family, creating a family budget becomes even more important. Table of contents What is a family budget?
Alpha Architect
SEPTEMBER 7, 2023
The following factor performance modules have been updated on our Index website.[ref]free access for financial professionals[/ref] Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: September 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Darrow Wealth Management
SEPTEMBER 7, 2023
Is exercising stock options right before a company goes public a good idea? Employees with pre-IPO incentive or non-qualified stock options often wonder if they should exercise before the company goes public (perhaps during a final open window) or wait until after the IPO. Assuming you have the cash on hand to fund it (more on that later), it can be a difficult question to answer as we’ll only know in hindsight (after seeing how the stock performs) whether exercising before the IPO was a g
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