Wealth Management
JANUARY 25, 2024
Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products. As the industry has evolved, though, the value offered by financial advisors, especially for High-Net-Worth (HNW) clients, has come to involve a far more comprehensive range of services in addition to traditional inv
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Calculated Risk
JANUARY 26, 2024
From the U.S. Courts: Bankruptcy Filings Rise 16.8 Percent Total bankruptcy filings rose 16.8 percent, with significant increases in both business and non-business bankruptcies, in the twelve-month period ending Dec. 31, 2023. This accelerates a continuing rebound in filings after more than a decade of sharply dropping totals. According to statistics released by the Administrative Office of the U.S.
Abnormal Returns
JANUARY 21, 2024
Top clicks this week On the importance of time when it comes to compounding. (humbledollar.com) How to use AI to do fundamental company analysis. (howardlindzon.com) How to use a negative checklist. (novelinvestor.com) Where are real interest rates going to settle? (mrzepczynski.blogspot.com) You can only control your own behavior. (creativeplanning.com) There's no magic in personal finance, but there are some surprising hacks.
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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
Wealth Management
JANUARY 23, 2024
Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.
Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
JANUARY 23, 2024
Research How to model private credit returns, per AQR. (institutionalinvestor.com) Another example showing the impact of screening out negative momentum stocks with lottery-like characteristics. (alphaarchitect.com) How to build a better low vol strategy. (blogs.cfainstitute.org) How smartphones have affected the transmission of investor sentiment. (papers.ssrn.com) Bloomberg has built an AI tool to summarize earnings calls.
Wealth Management
JANUARY 25, 2024
Will Armenta co-founded the "alts-for-advisors" platform with Joe Lonsdale, and advises Lonsdale's $6 billion venture capital fund. He'll be a managing director at Duran's Rise Growth Partners.
Nerd's Eye View
JANUARY 26, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. The survey also suggests that a firm's tech stack can affect its ability to attract and retain clients, with 93% of advisors who said they work with state-of-the-art technology reporting that they have added new c
Calculated Risk
JANUARY 26, 2024
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through December 2023. CPI Shelter was up 6.2% year-over-year in December, down from 6.5% in November, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 6.4% YoY in December , down from 6.7% in November, and down from the cycle peak of 8.3% in April 2023.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Abnormal Returns
JANUARY 22, 2024
Markets Putting the past bear market into historical perspective. (awealthofcommonsense.com) Bitcoin How supply and demand drives Bitcoin. (theirrelevantinvestor.com) FTX sold a bunch of the Grayscale Bitcoin Trust ($GBTC). (coindesk.com) Is Bitcoin mining a good business? (herbgreenberg.substack.com) Finance In credit cards there's Visa ($V), Mastercard ($MA), and everyone else.
Wealth Management
JANUARY 24, 2024
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
Nerd's Eye View
JANUARY 24, 2024
As more Americans are living well into their 80s and even into their 90s, the spectrum of risks that an aging population faces is only getting wider. The need to address longevity risk has become increasingly important, allowing financial advisors to add even more value for their clients by ensuring that their financial needs are met throughout retirement.
Calculated Risk
JANUARY 25, 2024
The Census Bureau reports New Home Sales in December were at a seasonally adjusted annual rate (SAAR) of 664 thousand. The previous three months were revised up, combined. Sales of new single‐family houses in December 2023 were at a seasonally adjusted annual rate of 664,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
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.
The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. How can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
Wealth Management
JANUARY 23, 2024
Some private equity investment managers are choosing to roll over select assets into new funds, giving LPs the option to renew as well.
Nerd's Eye View
JANUARY 25, 2024
Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many. It's no wonder, then, that the profession attracts individuals who are highly service-minded and enjoy helping others.
Calculated Risk
JANUARY 24, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI December 2023: Architecture firm billings remain soft to end the year Nearly one third of firms report an uptick in significantly delayed projects over the past six months Business conditions at architecture firms remained soft to close out 2023, with an AIA/Deltek Architecture Billings Index (ABI) score of 45.4 for December (any score below 50 indicates declining billings).
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.
Abnormal Returns
JANUARY 21, 2024
Equities The S&P 500 is at a new all-time high. (tker.co) Lessons learned from the two-year bear market. (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China. (humbledollar.com) It's easy to forget, but diversification still matters. (disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way.
Wealth Management
JANUARY 22, 2024
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.
The Big Picture
JANUARY 26, 2024
This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. Before joining Betterment, Kirshbaum Levy was chief operating officer of Viacom Media Networks, where she oversaw global strategy, finance and operations. Previously, Levy served as COO at Nickelodeon, where she spearheaded Nickelodeon’s entry into new segments, including consumer products, resorts, Broadway and them
Calculated Risk
JANUARY 26, 2024
The BEA released the Personal Income and Outlays report for December: Personal income increased $60.0 billion (0.3 percent at a monthly rate) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $51.8 billion (0.3 percent) and personal consumption expenditures (PCE) increased $133.9 billion (0.7 percent).
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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.
Abnormal Returns
JANUARY 26, 2024
Markets Bob Seawright, "If you keep making the same wrong call over and over, you don’t get any credit for it when it eventually turns up." (betterletter.substack.com) Dividends are less volatile than stocks themselves. (awealthofcommonsense.com) How to think about the growth in money market fund assets. (spilledcoffee.substack.com) Crypto How the structure of the Bitcoin market has changed with the introduction of the spot ETFs.
Wealth Management
JANUARY 26, 2024
Many of the trends identified by Datos Insights could help wealth management firms navigate challenges throughout 2024.
The Big Picture
JANUARY 20, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Downfall of Diddy Inc. : After months in court, Sean Combs withdrew his racially charged lawsuit against Diageo. A look inside that battle reveals the failed attempt of a fading hip-hop mogul—who’s been buffeted by charges of sexual assault—to salvage a crumbling business empire. ( Businessweek ) • America’s New Business Boom : Americans Have Been Forming New
Calculated Risk
JANUARY 25, 2024
The DOL reported : In the week ending January 20, the advance figure for seasonally adjusted initial claims was 214,000 , an increase of 25,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 187,000 to 189,000. The 4-week moving average was 202,250, a decrease of 1,500 from the previous week's revised average.
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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?
Abnormal Returns
JANUARY 22, 2024
Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. (kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. (open.spotify.com) Daniel Crosby talks with Richard Shotton who is the founder of Astroten, a consultancy that applies behavioral science to marketing.
Wealth Management
JANUARY 26, 2024
Why Stratos Wealth slowed down to drive growth for the future.
A Wealth of Common Sense
JANUARY 26, 2024
As millennials reach middle age (hand up), prepare yourself for a wave of 1990s nostalgia. Remember MTV? Remember life before smartphones and social media? Remember rap groups? Remember life before everyone was forced to care about politics? Remember Saved by the Bell? Remember going to Blockbuster on a Friday night to pick out a movie? Finance people also have an affinity for the 1990s economy.
Calculated Risk
JANUARY 25, 2024
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending January 20, 2024 • Active inventory increased, with for-sale homes 8.6% above year ago levels. Active listings in the past week grew by 8.6% above the previous year, the 11th straight week of annual growth with no sign yet of a slowdown as growth in inventory increased from the previous week’s 7.9% rate.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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