Wealth Management

SEPTEMBER 24, 2024

Gamified trading apps and niche ETFs have a cost that’s harder to spot but is little different from the damage inflicted on portfolios by high fees.

Retail 317

Retail Portfolio 317

Abnormal Returns

SEPTEMBER 24, 2024

Statistics Comparing the Sharpe and Sortino ratios. (caia.org) Correlations, 101. (clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. (alphaarchitect.com) What investors get wrong about high quality stocks. (caia.org) You don't need individual securities to get the benefits of tax loss harvesting. (advisorperspectives.com) A review of historical private equity performance.

Taxes 264

Taxes Economics Portfolio 264

Wealth Management

SEPTEMBER 24, 2024

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

Wealth Management 316

Wealth Management Management Clients 316

Abnormal Returns

SEPTEMBER 24, 2024

Strategy Investors have won the war on fees. Then there's risk. (wealthmanagement.com) The shorter the time horizon, the more that has to go right. (behaviouralinvestment.com) Why it's hard to be a real contrarian. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT). (etf.com) Is MicroStrategy ($MSTR) any good at timing Bitcoin purchases?

Investing 261

Investing Investments Financial Advising Retail 261

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

Wealth Management

SEPTEMBER 24, 2024

Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.

Estate Planning 306

Estate Planning Planning Taxes 306

Calculated Risk

SEPTEMBER 24, 2024

S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index All-Time Highs Continue in July 2024 The S&P CoreLogic Case-Shiller U.S.

Accounting 204

Accounting Marketing Marketing Assets 204

Calculated Risk

SEPTEMBER 24, 2024

Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.

Sales 162

Sales 162

Wealth Management

SEPTEMBER 24, 2024

According to SEC Enforcement Director Gurbir Grewal, Qatalyst Partners did not have to pay a monetary penalty because it self-reported the results of its investigation.

Communication 290

Communication 290

Calculated Risk

SEPTEMBER 24, 2024

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 5.0% year-over-year in July Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). July closing prices include some contracts signed in March, so there is a significant lag to this data.

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162

Wealth Management

SEPTEMBER 24, 2024

The technology provider serving over 1,000 firms globally also rolled out new dashboards and other product enhancements.

279

279

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Calculated Risk

SEPTEMBER 24, 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 10:00 AM: New Home Sales for August from the Census Bureau. The consensus is for 700 thousand SAAR, down from 739 thousand in July.

Sales 147

Sales 147

Wealth Management

SEPTEMBER 24, 2024

The RIA custodian partnered with fixed income tech startup Moment to power the new features.

Startup 278

Startup 278

A Wealth of Common Sense

SEPTEMBER 24, 2024

Gallup has a poll that asks Americans what income strata they belong in. The results are relatively stable over the past 20+ years: Most people say middle class while very few people think they are upper class. The Pew Research Center has a new tool that allows you to enter your income and see where it is you fit both nationally and locally. Their numbers show the Gallup poll is right on the money as far as middle-class.

Numbers 141

Numbers 141

Wealth Management

SEPTEMBER 24, 2024

ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters. These are among the investment must reads we found this week for wealth advisors.

Investments 277

Investments Investing Wealth Advisor 277

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

Advisor Perspectives

SEPTEMBER 24, 2024

MassMutual Head of Annuity Distribution Matt DiGangi recently sat down with VettaFi to discuss the increasing demand he is seeing for annuities, and how MassMutual has sought to meet client investor needs.

Clients 105

Clients Distribution Retirement 105

Wealth Management

SEPTEMBER 24, 2024

Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.

275

275

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2024

By Bryce Sanders If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick none, meaning there is no sale. To overcome this, simplify the process for clients. How it works Suppose a prospect came to you and said, “I sold my house, and I need income.

Clients 105

Clients Government Banking Sales 105

Wealth Management

SEPTEMBER 24, 2024

The advisory firm takes minority stakes in BFG Wealth and Canon Capital Wealth Management.

Wealth Management 275

Wealth Management Assets Management 275

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

A Wealth of Common Sense

SEPTEMBER 24, 2024

Today’s Talk Your Book is sponsored by Benefit Street Partners: On today’s show, we spoke with Richard Byrne, President of Benefit Street Partners to discuss private real estate debt investing. On today’s show, we discuss: An update on the commercial real estate crisis Price discovery of office buildings within commercial real estate How interest rates affect private debt deals What separates one asse.

Investing 99

Investing Investments 99

Wealth Management

SEPTEMBER 24, 2024

There’s still a level of uncertainty lingering in the industry, causing some investors to remain cautious about jumping in too early.

Marketing 272

Marketing Marketing 272

Advisor Perspectives

SEPTEMBER 24, 2024

The Conference Board's Consumer Confidence Index® fell in September after notching a six-month high in August. The index declined to 98.7 this month from August's upwardly revised 105.6. This month's reading was worse than expected, falling short of the 103.9 forecast.

98

98

Wealth Management

SEPTEMBER 24, 2024

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

Wealth Management 264

Wealth Management Management Clients 264

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Advisor Perspectives

SEPTEMBER 24, 2024

The ability of color to persuade has long been a focal point of research. In the late 1970s, researchers from the University of California at Berkeley conducted a study within the California prison system. Prison guards were asked to curl dumbbell weights. The subjects did as many repetitions as possible.

98

98

Wealth Management

SEPTEMBER 24, 2024

Elizabeth Hioe, a former McKinsey executive, replaces Martine Lellis, who was promoted to principal of M&A partner development in May.

264

264

Advisor Perspectives

SEPTEMBER 24, 2024

The truth is, relationship-building and trust-building are mutually exclusive, like two parallel planes that don’t intersect.

Sales 75

Sales 75

Wealth Management

SEPTEMBER 24, 2024

The deal adds 17 advisors to Kingswood’s RIA, as well as a turnkey asset management platform.

Assets 263

Assets Management 263

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

Sales

Advisor Perspectives

SEPTEMBER 24, 2024

After more than six months of indicating that it lacked conviction regarding the path of inflation, the Federal Reserve (Fed) seems to have gotten a conviction boost so large that it pushed it to lower the federal funds rate by 50 basis points at the September Federal Open Market Committee (FOMC) meeting.

Marketing 75

Marketing Marketing 75

MainStreet Financial Planning

SEPTEMBER 24, 2024

What is Spaving? I got home from my weekly grocery shopping trip and my daughter asks me in that “all knowing teenager” look “Mom, why did you buy 2 cantaloupes when it’s just us?” At the time, it seemed like a great deal; It was summer, and I know how much she loves this fruit. The store was having a sale, “buy one get a second one half off”, so I was happy to scoop up a second one to have for the week.

Budgeting 70

Budgeting Sales Clients Planning 70

Advisor Perspectives

SEPTEMBER 24, 2024

In today’s fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it’s essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.

Accounting 71

Accounting 71

Financial Symmetry

SEPTEMBER 24, 2024

Retirement, a phase many of us anticipate for a long time, comes with its own set of financial intricacies. Specifically, how do you effectively withdraw funds from your savings to ensure a comfortable, sustainable, and tax-efficient lifestyle? A well-crafted retirement … Continued The post How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225 appeared first on Financial Symmetry, Inc.

Retirement 67

Retirement Taxes 67

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Accounting