Trade Brains

MARCH 26, 2024

Written by Praneeth Kadagi By utilising the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks, also get updated with stock market news , and make well-informed investments.

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Wealth Management

JANUARY 3, 2024

Disclosure of beneficial owner information under the CTA is limited to six categories of recipients.

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Alpha Architect

MARCH 10, 2023

<strong>Are Short Covering Trades Informative?</strong> If short sellers were inhibited from expressing their views on valuations, securities prices could become overvalued and excess capital would be allocated to those firms. <strong>Are </strong> was originally published at Alpha Architect.

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Valuation Financial Market Marketing Marketing 72

Alpha Architect

JULY 21, 2022

Short Sellers Are Informed Investors was originally published at Alpha Architect. The predictive power of shorts is stronger in countries with non-prohibitive short sale regulations and for stocks with relatively low liquidity, high shorting fees, and low price efficiency. Please read the Alpha Architect disclosures at your convenience.

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Sales Marketing Marketing 86

Norman Marks

MARCH 25, 2024

For 13th years, the Association of Certified Fraud Examiners (ACFE) has shared with us the results of their annual survey, with the latest being Occupational Fraud 2024: A Report to the Nations. I have been reading and commenting on their reports for years and you can find a few blog posts here using the Search […]

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Alpha Architect

APRIL 10, 2023

This article studies whether index investing has implications for the informational efficiency of stock prices. Index Investing and the Informational Efficiency of Stock Prices was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Alpha Architect

FEBRUARY 10, 2023

Given that valuations provide information on equity returns, it should not be surprising to learn that valuation spreads provide information on future factor premiums. <strong>Factor <strong>Factor Returns and the Information in Valuation Spreads</strong> was originally published at Alpha Architect.

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Don Connelly & Associates

SEPTEMBER 11, 2023

Living in the digital world, with its instantaneous access to information, has made us smarter and more empowered. In many ways, it has leveled the playing field for clients who now have access to much of the same information once only available to investment professionals.

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Don Connelly & Associates

SEPTEMBER 11, 2023

Living in the digital world, with its instantaneous access to information, has made us smarter and more empowered. In many ways, it has leveled the playing field for clients who now have access to much of the same information once only available to investment professionals.

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Advisor Perspectives

JUNE 12, 2023

Short sellers are informed investors who play a valuable role in keeping market prices efficient – short selling leads to faster price discovery. Fund families that invest systematically have found ways to incorporate the research findings to improve returns.

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Investing Investments Marketing Marketing 52

Validea

MAY 15, 2023

The study, co-authored by Siew Hong Teoh from UCLA, Lin Peng of Baruch College, Yakun Wang from the Chinese University of Hong Kong, and Jiawen Yan, a student at Cornell University, found that male faces that are perceived as trustworthy receive more information and have more accurate forecasts than those with faces not considered to be dominant.

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Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. The post Indigo Marketing Agency Featured in Bob Veres’s Inside Information appeared first on Indigo Marketing Agency.

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Marketing Marketing Financial Advisor Compliance 97

Norman Marks

APRIL 22, 2022

I have been involved in information security, either auditing it or being responsible for the function at a couple of financial institutions, for a very long time. To me, cyber is not separate from information security.

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Alpha Architect

APRIL 17, 2023

How factor exposure changes over time: a study of Information Decay was originally published at Alpha Architect. But different factors decay at different rates and this affects how they should be rebalanced. For example, momentum needs to be rebalanced more than value. This study digs into these questions.

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Investing Investments 67

Wealth Management

JULY 26, 2022

The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.

Wealth Management 104

Wealth Management Management Communication 104

Norman Marks

SEPTEMBER 14, 2023

A couple of new pieces provide some interesting insights into cyber risk and the effect of the new SEC cyber disclosure rules. Matt Kelly, formerly of Compliance Week and now the editor of Radical Compliance, shares the news with us each week. One topic he covered at the end of August was A Look at […]

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Compliance Government 45

Norman Marks

SEPTEMBER 6, 2022

Alexei Sidorenko has a great blog that we should all subscribe to, the Risk-Academy Blog. He describes it as “Controversial thoughts about modern day risk management in non-financial companies”. He recently wrote “What should an awesome risk report look like?”,

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Risk Management Management Government 58

Wealth Management

MARCH 21, 2023

It’s rare to find a firm that grows strongly and consistently without a strategic growth framework approach.

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Advisor Perspectives

DECEMBER 10, 2023

The Market Outlook Symposium is coming on December 14. The latest symposium from VettaFi will offer investors a deep and incisive look at how to position for 2024 and beyond. In today’s unusual market environment, this is a critical topic.

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Marketing Marketing 52

Advisor Perspectives

JANUARY 20, 2024

Mr. Valuation, will discuss the concept of value investing in the information technology sector. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a.

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Wealth Management

NOVEMBER 23, 2022

What are the best practices for trustees to avoid litigation?

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Wealth Management

DECEMBER 19, 2022

Kenneth Griffin claims the agency violated his right to privacy.

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Taxes 104

Norman Marks

APRIL 1, 2022

This requires directors to have sufficient information to assure themselves that they can make the best decisions possible at the time the […]. Today, I am hosting a Guest Post by Elliot Schreiber, PhD. I have a few comments at the end. Boards have responsibility for approving the strategy and risk appetite of the company.

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Compliance Government 60

Norman Marks

APRIL 8, 2022

I was recently interviewed for an article that appeared in BoardRoom Insider on Better Board Presentations. If each issue is as good as this excellent piece, you might want to consider subscribing. I want to thank Ralph Ward for providing me with a copy and permission to share it. The primary point in the issue […].

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Compliance Government 49

NAIFA Advisor Today

MAY 11, 2023

During Disability Insurance Awareness Month , InsuranceNewsNet features an article from NAIFA member Rick Cordaro, DIA, DIF, LUTCF®. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance.

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Insurance Economy Marketing Marketing 98

Advisor Perspectives

JUNE 23, 2023

In this article and video, we are going to cover Fidelity National Information Services.

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Abnormal Returns

JANUARY 2, 2024

bpsandpieces.com) Five ETF-related research papers from 2023 worth a look including 'Rise of Passive Investing - Effects on Price Level, Market Volatility, and Price Informativeness.' (alphaarchitect.com) A round-up of recent research papers including 'We’re Not So Different, High Yield Bonds and Leveraged Loans.' etf.com)

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Investing Investments Marketing Marketing 211

Abnormal Returns

NOVEMBER 14, 2023

researchaffiliates.com) Why two investors with the same information can come to different decisions. Quant stuff Just because someone says that use quantitative tools, doesn't mean they do. mrzepczynski.blogspot.com) Private equity Why you should be skeptical of private equity return claims.

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Management 228

Nerd's Eye View

NOVEMBER 29, 2023

Second, they facilitate clear and organized communication between the advisor and client to ensure that important information is effectively conveyed.

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Planning Financial Planning Communication Clients 219

Wealth Management

APRIL 4, 2024

Delays stemming from a revamp of the federal financial aid application mean many students are making their higher education decisions without key information about the price.

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Education 113

A Wealth of Common Sense

APRIL 10, 2024

Today’s Animal Spirits is brought to you by Pacer ETFs and Fabric by Gerber Life See here for more information on Pacer ETFs Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: S&P 500 trackers (..)

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Insurance Marketing Marketing 82

The Irrelevant Investor

APRIL 9, 2024

Today’s Animal Spirits is brought to you by Pacer ETFs and Fabric by Gerber Life See here for more information on Pacer ETFs Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: S&P 500 trackers hit a record (..)

Marketing 77

Marketing Marketing Insurance Economy 77

Carson Wealth

MARCH 26, 2024

The CTA requires certain businesses to report information about their “beneficial owners” to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Every business covered under the law must report the following information. For more information, refer to [link]. What Is Required Under the CTA?

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License Tax Planning CFP Taxes 129

Alpha Architect

MARCH 15, 2024

Breaking Bad Momentum Trends was originally published at Alpha Architect.

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Marketing Marketing Investing Investments 111

NAIFA Advisor Today

APRIL 22, 2024

Carroll Golden , Executive Director of NAIFA's Centers of Excellence and the Limited & Extended Care Planning Center (LECP), was recently interviewed by Bill Hortz to shed light on the often-overlooked realm of informal caregiving.

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Financial Planning Economics Planning Economy 52

The Irrelevant Investor

FEBRUARY 27, 2024

Today’s Animal Spirits is brought to you by Franklin Templeton and Fabric by Gerber Life See here for more information on Franklin Templeton’s new Bitcoin ETF See here for more information on Life Insurance with Fabric by Gerber Life On today’s show, we discuss: Michael’s experience with Eli Manning How Japans Nikkei 225 got its mojo back (..)

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Insurance Taxes 82