Tue.Aug 16, 2022

article thumbnail

#FA Success Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor, With Neel Shah

Nerd's Eye View

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

article thumbnail

Research links: keeping risk in check

Abnormal Returns

Credit Earnings calls provide information for credit analysts as well. (papers.ssrn.com) On the performance of private credit. (institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. (blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? (alphaarchitect.com) Why would anyone bet their money on this so-called 'anomaly'?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

#FA Success Ep 294: Developing COI Referrals With Attorneys From An Attorney-Turned-Advisor, With Neel Shah

Nerd's Eye View

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah. Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

article thumbnail

*New* White Paper – All Duration Investing

Pragmatic Capitalism

I’m excited to share a new research paper with you all. It’s the first one I’ve published in 6 years and it’s one of the few things I’ve written that [ … ].

Investing 140
article thumbnail

Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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.

article thumbnail

Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Goldman Sachs, Paramount, CrowdStrike & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

130
130

More Trending

article thumbnail

Ben’s 4 Common Sense Rules of Investing

A Wealth of Common Sense

As I’ve gotten older the part of pop culture where I’ve fallen behind the most is music. There aren’t many new artists I like so I mostly end up listening to older music. There could be a get-off-my-lawn nostalgia thing going on here but the data shows I’m not alone. Ted Gioia crunched the numbers and the results are astounding: Old songs now represent 70 percent of the U.S. music market, according.

Investing 106
article thumbnail

Crypto Nomads Move Back to Big Cities Like London, NYC in Bear Market

Wealth Management

Even as apartment rents rise, some nomads are returning to big cities for more stability. Many of them are growing older and finding that the lure of being a nomad is not always easy to reconcile with the demands of starting a family.

Marketing 104
article thumbnail

Why Does Your Firm Need a Business Vision Statement?

Elevating Your Business

Every business starts with a founder who has a vision—a mental image of hopes and dreams—for the company's success. If the vision is not written down and used, over time, it gets lost in daily routines, life’s emergencies, and 60-hour-plus work weeks. A Business Vision Statement (BVS) answers these questions: What are you building? Where. The post Why Does Your Firm Need a Business Vision Statement?

article thumbnail

Multifamily Investors Adjust to Tightening Capital Markets

Wealth Management

Exclusive WMRE research shows how rising interest rates and macroeconomic concerns are affecting multifamily investors' ability access to capital.

Marketing 104
article thumbnail

2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

article thumbnail

What can cost you clients

Million Dollar Round Table (MDRT)

By Gary DeMoss People love the word “smart.” We have smart water, smart cars and smart phones, for example. We also tell clients that we want to be smart with their money, and we do it in a very specific way. For example, this is our 30-second smart statement when a client asks about fees: “So, Jim, first of all, thanks for asking about our cost. It’s important to me that we’re smart with your money.

Clients 75
article thumbnail

America’s $7 Trillion Retirement Crisis Is Only Getting Worse

Wealth Management

Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.

article thumbnail

Book Review: Your Essential Guide to Sustainable Investing

Alpha Architect

I am grateful for this book because I am less confused about sustainable investing, and I am inspired to learn more about the topic. I commend Larry and Sam’s work for being technically accurate and complete, while accessible to a reader who isn’t an expert on the subject and is looking to learn more. Book Review: Your Essential Guide to Sustainable Investing was originally published at Alpha Architect.

article thumbnail

The Rise of the One-Day Workweek for Office Commuters

Wealth Management

A full 50 percent of office visits globally were just once a week in the second quarter, up from 44 percent in the first quarter, according to data from Basking.io, a workplace-occupancy analytics company. At the same time, fewer people made the commute four to five days a week, especially in large cities.

98
article thumbnail

Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

article thumbnail

Why Strong Leaders Embrace Empathy as a Core Value

Steve Sanduski

In a Nutshell: The word “empathy” makes many executives squirm. They dismiss it as the “touchy feely” stuff that weakens leaders and their organizations. But empathy expert Maria Ross has done the research. On this episode she explains why empathetic leaders have a big advantage when it comes to attracting and retaining top talent, as well as sticky customers who spread the word and drive growth.

Medical 59
article thumbnail

SEC Charges 18 In International Pump-and-Dump Scheme

Wealth Management

The accused hacked into more than 30 retail accounts at several U.S. brokerage firms to artificially pump up the price and trading volume of microcap stocks, according to the commission.

article thumbnail

Cycle Watch | August 2022: Recession tug-of-war

Nationwide Financial

A tug-of-war is playing out in the economy. On one side, there’s record-high inflation and the Federal Reserve’s commitment to contain it. On the other is the fear of a recession. What’s pulling at markets is an uncertain outlook after GDP fell for a second straight quarter this year. Yet other indicators like historic lows in unemployment contrast sharply with previous recessions.

Economy 59
article thumbnail

12 Must Reads for the CRE Industry Today (Aug. 17, 2022)

Wealth Management

Large investment firms are forming funds targeting power plants, telecom towers and data centers, reports The Wall Street Journal. An increasing number of homebuyers are pulling out of their contracts as they worry about rising mortgage rates, recession, according to CNBC. These are among today’s must reads from around the commercial real estate industry.

Numbers 97
article thumbnail

Transforming Lending: Understanding the Power of Digital Platforms

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.

article thumbnail

How To Invest Amidst Bad Inflation & Looming Recession

Validea

While it’s impossible to say what the market will do in the short term, individuals who have the resources to invest in stocks and bonds during the current market turmoil will be able to weather the storm with some advance planning, contends an article in The New York Times. Longer-term investors would do well to ignore the news, as even skillful financial analysis isn’t offering any real guidance in the current environment.

article thumbnail

America’s $7T Retirement Crisis Is Only Getting Worse

Wealth Management

Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer-sponsored plans.

article thumbnail

Fisher On Legendary Investors

Validea

During tumultuous times, it can be reassuring to listen to the advice from well-known and successful investors, says Ken Fisher in a recent video on the Fisher Investments YouTube channel , and he relates some of his favorite quotes from legendary investors both present and past. Sir John Templeton used to say that the “4 most dangerous words in the English language are ‘it’s different this time.

article thumbnail

How Firms Are Finding and Keeping Employees

Wealth Management

In a still-tight labor market, advisors are getting creative to retain and recruit staff.

article thumbnail

Quick Start Guide to a Crystal Clear Close

Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

article thumbnail

Lloyd Gilkes

SEI

Lloyd Gilkes. vlaskowski. Tue, 08/16/2022 - 13:49. Lloyd. Gilkes. Azure Engineer. Asset. Lloyd Gilkes SEI Sphere. Our team. Sphere. IT Professionals (ITS). IT professionals (US). Cloud architecture & operations. Cloud security. Automation. LGilkes@seic.com. [link].

article thumbnail

Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy

Wealth Management

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

article thumbnail

Kevin Kline

SEI

Kevin Kline. vlaskowski. Tue, 08/16/2022 - 13:37. Kevin. Kline. Director of Sales. Asset. Kevin Kline SEI Sphere. Our team. Sphere. IT Professionals (ITS). IT professionals (US). Business development. Relationship management. Strategic planning. kkline@seic.com. [link]. Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities.

article thumbnail

RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel

Wealth Management

The founder of MarketCounsel discusses competition in the RIA industry and the future of the independent channel.

97
article thumbnail

The Blueprint for a Customer-Centric Digital Lending Experience

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.

article thumbnail

Dana Landes

SEI

Dana Landes. vlaskowski. Tue, 08/16/2022 - 13:51. Dana. Landes. Marketing Campaign Strategist. Asset. Dana Landes SEI Sphere. Our team. Sphere. IT Professionals (ITS). IT professionals (US). Project management. Digital marketing. Lead generation. dlandes@seic.com. [link].

Assets 52
article thumbnail

The Stock Market's Rebound Has History on Its Side

Wealth Management

Since 1926, equities have recovered more than half of a 10% or larger decline 79 times and only once, in March 1930, did they reach a new low before setting a new all-time peak.

article thumbnail

Mark Norcini

SEI

Mark Norcini. vlaskowski. Tue, 08/16/2022 - 14:14. Mark. Norcini. Director of Technical Sales. Asset. Mark Norcini SEI Sphere. Our team. Sphere. IT Professionals (ITS). Sales. IT professionals (US). Financial industry. Cybersecurity. Risk management. mnorcini@seic.com. [link]. Mark is Director of Technical Sales for SEI Sphere, helping lead businesses through the processes of defining their IT needs and then utilizing their resources to help meet those needs.