Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 217

Financial Advisor Clients Planning Distribution 217

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 232

Communication Portfolio Management Clients Tax Planning 232

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 234

Startup Financial Advisor Clients Financial Planning 234

Wealth Management

FEBRUARY 28, 2024

The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Numbers 102

Numbers Retirement Accounting Investing 102

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 221

Compliance Valuation Financial Advisor Clients 221

Calculated Risk

JUNE 8, 2023

From CoreLogic: CoreLogic: US Home Borrowers See First Annual Home Equity Losses Since 2012 in Q1 2023, but Overall Mortgage Performance Remains Strong CoreLogic®. today released the Homeowner Equity Report (HER) for the first quarter of 2023. In the first quarter of 2023, U.S. The report shows that U.S. The average U.S.

Numbers 145

Numbers Distribution Accounting 145

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 218

Financial Advisor Financial Planner Insurance Clients 218

James Hendries

AUGUST 10, 2022

The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). An HSA is a tax-advantaged account that’s paired with an HDHP. Contributions to your HSA, and any interest or earnings, grow tax.

Accounting 52

Accounting Numbers Taxes Tax Planning 52

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 195

Taxes Retirement Planning Advertising Retirement 195

Calculated Risk

SEPTEMBER 8, 2023

today released the Homeowner Equity Report (HER) for the second quarter of 2023. As of the second quarter of 2023, the quarterly and annual changes in negative equity were: Click on graph for larger image. emphasis added The above graph is from CoreLogic and compares Q2 2023 to Q1 2023 equity distribution by LTV. .

Numbers 125

Numbers Distribution Accounting Marketing 125

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 194

Risk Tolerance Retirement Retirement Planning License 194

Calculated Risk

SEPTEMBER 19, 2023

Today, in the CalculatedRisk Real Estate Newsletter: August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction Excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were down 14.8% in August compared to August 2022.

Numbers 61

Numbers 61

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 234

Estate Planning Media Clients Wealth Management 234

Calculated Risk

OCTOBER 31, 2023

The Census Bureau released the Residential Vacancies and Homeownership report for Q3 2023 today. This survey might show the trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the third quarter 2023 were 6.6 percent) and higher than the rate in the second quarter 2023 (6.3 in Q3, from 65.9%

Numbers 118

Numbers Media 118

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 209

Compliance Financial Planning Planning Financial Advisor 209

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 203

Estate Planning Financial Planning Wealth Management Clients 203

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. This is leading to a number of new regulations, such as the stress testing requirements for banks.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 211

B2B Financial Advice Clients Planning 211

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 213

Estate Planning Wealth Management Financial Advisor Planning 213

Calculated Risk

JANUARY 30, 2024

The Census Bureau released the Residential Vacancies and Homeownership report for Q4 2023 today. This survey might show the trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the fourth quarter 2023 were 6.6 percent) and virtually the same as the rate in the third quarter 2023 (6.6

Numbers 77

Numbers Media Sales 77

Abnormal Returns

FEBRUARY 26, 2024

2023 numbers. newsletter.rationalwalk.com) Some notes from Warren Buffett’s 2023 letter to shareholders. axios.com) A growing number of unicorns haven't raised capital in over three years. (obliviousinvestor.com) Berkshire Hathaway A closer look at Berkshire Hathway's ($BRK.A)

Financial Advising 237

Financial Advising Startup Numbers Media 237

Wealth Management

OCTOBER 31, 2023

Real estate fundraising fell by 71% between the second and third quarters of 2023, according to numbers provided by research firm Preqin. Yahoo Finance looks at how much of a problem non-performing real estate loans are causing for regional banks. These are among today’s must reads from around the commercial real estate industry.

Numbers 109

Numbers Banking 109

Nerd's Eye View

JANUARY 2, 2023

Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 203

Insurance Engineering Financial Advisor Clients 203

Calculated Risk

JANUARY 11, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. What will the participation rate be in December 2023? We know population growth has been weak over the last several years, and that the baby boom generation is now retiring in large numbers. by 2031 due to demographics.

Economics 112

Economics Sales Retirement Numbers 112

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. When you reach age 65, you can withdraw money from your HSA for any purpose; such a withdrawal would be subject to income tax if not used for qualified medical expenses, but not the 20 percent penalty. What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Calculated Risk

OCTOBER 22, 2022

million SAAR in September • September Housing Starts: Record Number of Housing Units Under Construction • Monthly Mortgage Payments Up Record Year-over-year • 3rd Look at Local Housing Markets in September, California Sales off 30% YoY • Lawler: Early Read on Existing Home Sales in September; CAR Predicts Home Prices to Decline 8.8%

Numbers 77

Numbers Sales Marketing Marketing 77

Calculated Risk

MAY 3, 2023

The Census Bureau released the Residential Vacancies and Homeownership report for Q1 2023. This survey might show the trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the first quarter 2023 were 6.4 The Census Bureau is scheduled to released 2020 decennial Census homeownership data on May 25th, 2023.

Numbers 121

Numbers Media 121

Calculated Risk

AUGUST 2, 2023

The Census Bureau released the Residential Vacancies and Homeownership report for Q2 2023 today. This survey might show the trend, but I wouldn't rely on the absolute numbers. National vacancy rates in the second quarter 2023 were 6.3 percent) and not statistically different than the rate in the first quarter 2023 (6.4

Numbers 97

Numbers Media 97

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. Last week’s riddle: What 3 numbers can you add together and get the same result as when you multiply them? The Wall Street Journal, November 3, 2023.

Marketing 98

Marketing Marketing Taxes Investment Advisor 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 cents per mile.

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

AUGUST 7, 2023

Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, August 4, 2023 2. The Wall Street Journal, August 4, 2023 3.

Marketing 88

Marketing Marketing Medicine Taxes 88

Abnormal Returns

JANUARY 14, 2024

police killed more people in 2023 than they have in a decade. theguardian.com) The homicide rate fell sharply in 2023. washingtonpost.com) The number of American centenarians is set to quadruple. awealthofcommonsense.com) Where Q4 2023 GDP is tracking. wsj.com) Why Blackrock ($BLK) is buying infrastructure manager GIP.

Financial Advising 264

Financial Advising Engineering Food Economics 264

Calculated Risk

JANUARY 8, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. A majority of FOMC participants expect three or even four 25 bp rate hikes in 2023. What will the Fed Funds rate be in December 2023? We continue to expect no rate cuts in 2023." However, employment changes still lag policy.

Economy 94

Economy Economics Numbers Sales 94

Calculated Risk

AUGUST 19, 2023

CoreLogic: US Home Investor Share Remained High in Early Summer 2023 This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market. You can subscribe at [link] Most content is available for free (and no Ads), but please subscribe!

Numbers 52

Numbers Sales Marketing Marketing 52

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. on.spdji.com) Some of the best charts of 2023. marginalrevolution.com) ETFs ETFs largely escaped having to issue capital gains in 2023. twitter.com) The tide went out in 2023 exposed all manner of poor prior decisions.

Financial Advising 242

Financial Advising Medical Economy Economics 242

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 27, 2023 2. CNBC, October 26, 2023 5.

Marketing 96

Marketing Marketing Economics Taxes 96

Abnormal Returns

DECEMBER 8, 2023

(talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. theatlantic.com) The best books of 2023 including "The Kingdom, the Power, and the Glory American Evangelicals in an Age of Extremism" by Tim Alberta.

Financial Advising 255

Financial Advising Media Economy Economics 255