Abnormal Returns
JANUARY 29, 2024
Private equity Dividend recaps are back on the table for private equity. (axios.com) When a company raises debt, and interest rates rise, trouble ensues. (adweek.com) The legal case for opening up private equity to the masses. (papers.ssrn.com) The private equity industry doesn't love academic research about its performance. (institutionalinvestor.com) Gambling Americans are going to the casino.
Nerd's Eye View
JANUARY 29, 2024
For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do more – and better – work for the same number of clients while earning higher fees for the higher-value services they provide.
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Abnormal Returns
JANUARY 29, 2024
Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." (wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. (kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning.
Alpha Architect
JANUARY 29, 2024
The paper aims to investigate whether experienced institutional portfolio managers (PMs) exhibit behavioral biases in their decision-making processes, specifically focusing on the selling decisions. The Smart Money Can Buy Stocks, but They Can’t Sell Them was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Trade Brains
JANUARY 29, 2024
Suzlon Energy vs SJVN: Switching to renewable energy sources is an urgent necessity. With a growing population, income, and needs, electricity demand is increasing by the day. Climate change is wreaking havoc on the world, and shifting away from reliance on coal and oil and towards renewable sources appears to be a better way forward. Some companies look to leverage this opportunity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 29, 2024
From Matthew Graham at Mortgage News Daily: Nice Calm Day For Rates, But Volatility Potential Increases From Here From here, the next thing that makes great sense is for rates to follow the guidance of the incoming economic data first and foremost. Comments from the Federal Reserve will be a supporting actor until the March Fed meeting. In other words, we have a Fed meeting coming up in 2 days and we DON'T expect there to be any major fireworks.
Wealth Management
JANUARY 29, 2024
Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.
Advisor Perspectives
JANUARY 29, 2024
There’s a price to pay for all the generative AI tools that professionals are using to make themselves more efficient. It’s not just a subscription fee to OpenAI, Microsoft Corp. or some other AI company — it’s their privacy too.
Wealth Management
JANUARY 29, 2024
Bernstein Private Wealth Management's initiative will include four senior executives, a dedicated service team and an focus on family governance research.
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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.
Carson Wealth
JANUARY 29, 2024
In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. This was due to the overriding worry that better data meant the Federal Reserve would hike rates and weak data meant it might cut. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends.
Wealth Management
JANUARY 29, 2024
Kovitz Founder Mitch Kovitz will serve as vice chairman, while The Colony Group CEO Michael Nathanson takes over as president of Focus Financial Partners.
NAIFA Advisor Today
JANUARY 29, 2024
Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. As a financial advisor, he has over 25 years of experience in insurance, investments, estate preservation, and employee benefit plans. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy.
Wealth Management
JANUARY 29, 2024
The Inverse Cramer Tracker ETF (SJIM), a fund that aimed to short stocks recommended by the bombastic TV personality, managed to attract just $2.4 million in assets since its launch in March 2023.
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.
Advisor Perspectives
JANUARY 29, 2024
Much discussion of economics since the publication of Thomas Piketty’s book has indeed been influenced by his data and analytic framework.
Wealth Management
JANUARY 29, 2024
Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.
XY Planning Network
JANUARY 29, 2024
Here at XYPN Books , we have a slightly modified version of Benjamin Franklin’s timeless declaration: “In this world, nothing can be said to be certain, except taxes and questions about 1099s.” So true! And since keeping clean books that can survive any audit threat is our specialty, we’ve collected the most common 1099 questions fee-only advisors have had for us.
Wealth Management
JANUARY 29, 2024
Hamilton Lane's Steve Brennan discusses the benefits of private markets and the evolution of the space.
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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.
Cornerstone Financial Advisory
JANUARY 29, 2024
Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was back last week, pushing the Dow and the S&P 500 to new highs early in the week as markets resumed the late Q4 rally.
Wealth Management
JANUARY 29, 2024
Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.
Darrow Wealth Management
JANUARY 29, 2024
With so many misconceptions around trusts , it’s easy to understand the confusion about the benefits of a revocable living trust. A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect. During life, a living trust is essentially an extension of yourself (and a spouse if you decide on a joint trust ).
Wealth Management
JANUARY 29, 2024
What if your client wants to reclaim a gift to his alma mater because he does not like the ideological drift of the school?
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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!
Calculated Risk
JANUARY 29, 2024
From the Las Vegas Visitor Authority: December 2023 Las Vegas Visitor Statistics Closing out the year with roughly 3.4M visitors in December, Las Vegas ended 2023 with annual visitation of 40.8M visitors, +5.2% ahead of 2022. As the convention/group segment strengthened over 2022, annual est. convention attendance neared 6.0M in 2023, roughly 20% ahead of 2022's 5.0M tally. 2023 annual hotel occupancy reached 83.5%, +4.3 pts YoY, as Weekend occupancy reached 90.7% (+1.4 pts YoY) while Midweek oc
Wealth Management
JANUARY 29, 2024
Larry Swedroe: Falling valuations mean that future expected returns are higher.
A Wealth of Common Sense
JANUARY 29, 2024
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product. On today’s show, we discuss: What the bond market has priced in looking at 2024 rate cuts Why bonds are priced for perfection The difficulty with forecasting, and understanding why 2023 ended so well Using bond spreads as an indicator Be.
Wealth Management
JANUARY 29, 2024
The end of the low interest-rate era has coincided with both the public and corporate sectors pulling back on efforts to be virtuous.
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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
JANUARY 29, 2024
Five of the eight indexes on our world watch list have posted gains through January 29, 2024. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 7.66%. The U.S.'s S&P 500 finished in second with a YTD gain of 3.90% while France's CAC 40 finished in third with a YTD gain of 1.46%.
Wealth Management
JANUARY 29, 2024
The upward trend in demand is great news for the field, but lack of supply is a concern.
Financial Symmetry
JANUARY 29, 2024
One of the biggest financial disasters that people can experience in retirement is divorce. On this episode of Financial Symmetry, Grace Kvantas chats with licensed marriage and family therapist, Lesli Doares. Lesli shares warning signs to look out for, misconceptions … Continued The post The Challenges with Divorce in Retirement with Lesli Doares, Ep #208 appeared first on Financial Symmetry, Inc.
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