Calculated Risk

SEPTEMBER 30, 2024

Altos reports that active single-family inventory was up 0.8% week-over-week. Inventory is now up 48.0% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 27th, inventory was at 731 thousand (7-day average), compared to 725 thousand the prior week. This is the highest level of inventory since May 2020.

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Wealth Management

SEPTEMBER 30, 2024

The changing rate environment should create a more attractive exit environment for existing private equity investments, as well as fuel new acquisitions.

Investments 312

Investments Investing 312

Abnormal Returns

SEPTEMBER 30, 2024

Markets The China stock market rally is very broad. (sherwood.news) China's stock market is on board with economic stimulus. (axios.com) The China stock market rally has gotten U.S. ETF investor attention. (sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. (optimisticallie.com) 42% of the Russell 2000 companies have negative earnings.

Financial Advising 264

Financial Advising Financial Advice Economy Media 264

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 289

Wealth Management Asset Allocation Management Retail 289

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. However, while business owners can be compelling clients, they can also be difficult to find and prospect in the first place.

Financial Advisor 243

Financial Advisor Clients Financial Planning Tax Planning 243

Wealth Management

SEPTEMBER 30, 2024

The Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF looks to give investors 85% exposure to the tech index, with the remainder used as collateral to buy dividends in the futures market in a bid to eke out six times what the Nasdaq 100 would pay out.

Marketing 285

Marketing Marketing 285

Wealth Management

SEPTEMBER 30, 2024

The fund, called the SPDR SSGA Apollo IG Public & Private Credit ETF, still needs to win regulatory approval from the SEC.

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Calculated Risk

SEPTEMBER 30, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Moderately Higher to Begin The Week Mortgage rates have generally been moving higher since the Fed cut rates 2 weeks ago. While today's weakness can't be reduced to a single factor, the primary motivation was a speech from Fed Chair Powell in which he reminded the market that the Fed was not in a hurry to cut rates.

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Sales Manufacturing Marketing Marketing 147

Wealth Management

SEPTEMBER 30, 2024

Private bankers and retirement planners will increasingly use AI to invest and even communicate, but the human element will always be crucial.

Financial Advisor 279

Financial Advisor Communication Retirement Investments 279

Calculated Risk

SEPTEMBER 30, 2024

Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.11% month-over-month on a seasonally adjusted (SA) basis in August. On a year-over-year basis, the National FMHPI was up 3.7% in August, down from up 4.5% YoY in July.

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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 30, 2024

CEO Peter Mallouk will keep his majority stake and continue to lead the firm. TPG will join General Atlantic, which made its own minority investment in the firm in 2020.

Planning 278

Planning Investments Investing 278

Calculated Risk

SEPTEMBER 30, 2024

Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in August and a Look Ahead to September Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in August.

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Sales Marketing Marketing 147

Wealth Management

SEPTEMBER 30, 2024

Watch the wholesalers for early warning signs of the next record keeper to exit the 401(k) business.

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Abnormal Returns

SEPTEMBER 30, 2024

Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. (kitces.com) Dan Haylett talks with George Kinder author of "The Three Domains of Freedom." (humansvsretirement.com) Bogumil Baranowski talks with Dan Solin, author of "Ask: How to Relate to Anyone." (talkingbillions.co) Private equity Peter Mallouk on the downsides of PE deals.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

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

Wealth Management

SEPTEMBER 30, 2024

Top performers include state-sponsored offerings from BlackRock Advisors, T. Rowe Price, Hartford Funds and Putnam.

Planning 278

Planning 278

XY Planning Network

SEPTEMBER 30, 2024

As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. One of those hats might be bookkeeping. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping.

Compliance 109

Compliance Financial Planning Planning Numbers 109

Wealth Management

SEPTEMBER 30, 2024

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Management 278

Management 278

Advisor Perspectives

SEPTEMBER 30, 2024

Sand. Salt. Iron. Copper. Oil. Lithium. These, not petabytes or algorithms or innovative ideas, are the building blocks of human life as we know it. At least that’s what Ed Conway, author of Material World, tells us.

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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

Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 277

Wealth Management Management Sales Assets 277

Carson Wealth

SEPTEMBER 30, 2024

The Bull Market Continues Stocks had a rough start to September, but the bull market continued and it is looking like the S&P 500 will be higher this year in the usually weak month of September. (The S&P 500 was up 1.7% on a total return basis as of Friday, September 27, with one trading day left in the month.) Assuming September holds up, stocks would be up eight of the first nine months of the year (with only the usually bullish month of April in the red) and up 10 of 11 months going b

Marketing 96

Marketing Marketing Manufacturing Economics 96

Wealth Management

SEPTEMBER 30, 2024

A team of 14 professionals has launched Matauro, which will use Fidelity for custody and Purshe Kaplan Sterling Investments for brokerage business.

Investments 277

Investments Investing 277

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

A few days ago I hit the 20 year anniversary of when I first started blogging. I found blogger when I heard about the Mozilla browser, I downloaded it and Blogger was prepopulated in the bookmarks. I wrote a couple of posts that weren't work related, pretty much ran out of things to talk about, so I started writing about markets and investing. That original blog was called Random Roger's Big Picture.

Numbers 81

Numbers Taxes Investments Investing 81

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

Wealth Management

SEPTEMBER 30, 2024

A potential alternative to alternatives for the right investors.

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Advisor Perspectives

SEPTEMBER 30, 2024

The current approach to investment management has no sound basis and doesn’t work. There is a better way.

Management 75

Management Assets Investments Investing 75

Wealth Management

SEPTEMBER 30, 2024

The commission alleged two advisors defrauded clients by allocating unprofitable trades into their accounts, netting millions in "illicit" profits for themselves.

Commission 272

Commission Accounting Clients 272

Financial Symmetry

SEPTEMBER 30, 2024

When we see advertisements or receive emails and texts about being able to get “free” money with no strings attached, we typically see it as spam, too good to be true, or a way for our data to be collected. … Continued The post Unclaimed Property: Free Money You Didn’t Even Know About appeared first on Financial Symmetry, Inc.

Advertising 67

Advertising 67

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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

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

Norman Marks

SEPTEMBER 30, 2024

This post is (again) going to upset some people. My hope is that even if you disagree with me, it will make you think. Let’s start with a provocative statement: The only risk that matters (much) is one that will have a notable effect on achieving enterprise objectives.

Compliance 59

Compliance Government 59

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Management Asset Allocation Portfolio 264

A Wealth of Common Sense

SEPTEMBER 30, 2024

Today’s Talk Your Book is presented by Fidelity Digital Assets: See here and here for more information on Fidelity’s latest research on digital assets On today’s show, we discuss: The most popular use cases for crypto How stablecoins are being used today Narratives on why ETH could go up What ETH is being used for How advisors are utilizing digital assets What’s behind decreasing volatility in c.

Assets 53

Assets 53

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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?

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