Sat.Jan 21, 2023 - Fri.Jan 27, 2023

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Creating A (Just In Case) Game Plan For Clients Facing Layoffs

Nerd's Eye View

With the U.S. economy predicted by many experts to slow down in the near future, many people’s thoughts have turned to the prospect of a recession.

Planning 177
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ChatGPT is everything you wanted Bitcoin to be

The Reformed Broker

Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem.

Marketing 354
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Stop Worrying About All Those Tech Layoffs…

The Big Picture

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them.

Numbers 316
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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week What investment beliefs do you hold that a majority of investment pros would disagree with? mebfaber.com) Is this a new bull market? Hold on. theirrelevantinvestor.com) The stock market typically bottoms before earnings. tker.co) Nick Maggiulli, "Being rich is a feeling."

Insurance 249
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How Automation Can Streamline Your Month-End Close Process

Start the new year with powerful automation for your month-end close and reconciliation process. See how automation can change the trajectory of the close, buy back time, instill more confidence in the results, eliminate administrative headaches and be audit ready.

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Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months

Nerd's Eye View

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach.

More Trending

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How Do Active Managers Invest Their Own Money?

The Big Picture

Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two.

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Podcast links: the simulation of learning

Abnormal Returns

The biz The podcasting business has gone from gold rush to mature in a couple of years. niemanlab.org) Spotify ($SPOT) has yet to make the most of its podcast acquisitions.

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#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo

Nerd's Eye View

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer Climo.

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This Week on TRB

The Reformed Broker

Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975).

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Quick Guide to Digital Lending for Regional & Community Banks

Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!

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How to Avoid Financial Disasters

The Big Picture

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters.

Portfolio 261
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Saturday links: the nutrition divide

Abnormal Returns

EVs EVs made up 10% of global auto sales in 2022. wsj.com) Toyota ($TM) pioneered hybrids, so have they resisted EVs? slate.com) How Hertz ($HTZ) plans to help cities build charging networks. axios.com) Why electric trucks at U.S. ports would help reduce air pollution.

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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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For Blood and Money

The Reformed Broker

Welcome to the latest episode of The Compound & Friends.

Investing 246
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Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

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10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • SBF, Bored Ape Yacht Club, and the Spectacular Hangover : After the Art World’s NFT Gold Rush Auction houses and talent agencies thought the Web3 works were a fast track to billions. If it weren’t for a global crypto meltdown, they might have pulled it off.

Banking 261
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Personal finance links: one set of rules

Abnormal Returns

Podcasts Dan Harris talks with Morgan Housel author of "The Psychology of Money." tenpercent.com) David Senra on lessons learned from Charlie Munger and Warren Buffett.

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Kitces & Carl Ep 104: How Do You NOT Grow (And Finding The Constraints To Help Say No)

Nerd's Eye View

For many financial advisory firm owners, growth is often the primary goal in the early years of launching a business.

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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Qualcomm, Chevron, Carlyle Group & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker

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Top 7 Global Employment Challenges

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

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10 Wednesday AM Reads

The Big Picture

My mid-week morning train WFH reads: • NYSE Investigates Technical Issue That Caused Wild Market Open : At least 40 S&P 500 stocks were hit with trading halts. NYSE says it’s investigating issues with the opening auction.

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Wednesday links: coming up with an AI strategy

Abnormal Returns

Crypto Some crypto miners are sitting on valuable electricity contracts. ft.com) The crypto bottoming keeps gaining momentum. coindesk.com) Companies Josh Brown, "If you were the CEO or CFO of a Fortune 500 company, why wouldn’t you project caution right now?"

Startup 225
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Three Things I Think I Think – Bankrupt Ideologies

Pragmatic Capitalism

1) The Competition for Worst Ideology is Heating Up There’s a battle of bad ideologies going on around the debt ceiling debate. Unfortunately, this is a microcosm of what has [ …

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Clips From Today’s Closing Bell

The Reformed Broker

IBM beats on top line, profits in margin from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker

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5 Reasons Banks Need a Digital SBA Lending Program Now

A digital-first strategy for SBA loans is required for community banks that want to grow.

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10 Thursday AM Reads

The Big Picture

My morning train WFH reads: • ChatGPT is everything you wanted Bitcoin to be : ChatGPT was introduced a few months ago and has already spread like wildfire in a way that Bitcoin never has, despite the latter’s explosive rise into the public consciousness as a way to gamble and speculate.

Banking 245
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Thursday links: domain picking

Abnormal Returns

Markets A look at Vanguard's 10-year equity return forecasts. etf.com) Investment grade bonds are having a good start to the year. axios.com) Why luxury watch prices are coming down. ft.com) Strategy Jurien Timmer, “Just because the 60/40 didn’t work last year doesn’t mean it will never work again.”

Startup 220
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Animal Spirits: Is the Stock Market Getting Ahead of Itself?

The Irrelevant Investor

Startup 123
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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Live Nation, Chevron, Citigroup and more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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 speeding up the month-end close and better managing your remote teams.

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10 Weekend Reads

The Big Picture

The weekend is here!

Food 237
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Friday links: noticing anomalies

Abnormal Returns

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. portfoliocharts.com) Why so many investors get caught up in return chasing.

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Perfect is the Enemy of Good

A Wealth of Common Sense

One of the strange things about growing older is you begin to realize how much your place in life determines your taste in entertainment.

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