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From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 3.9 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending July 26, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 3.9 percent on a seasonally adjusted basis from one week earlier.
For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety. This is especially the case with newly registered advisors or formerly state-registered advisors who recently became SEC-registered since they may be uncertain about how the examination process will work, what elements of the firm the SEC will dig into, or what information the advisor will need to provide to the examiners.
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
For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety. This is especially the case with newly registered advisors or formerly state-registered advisors who recently became SEC-registered since they may be uncertain about how the examination process will work, what elements of the firm the SEC will dig into, or what information the advisor will need to provide to the examiners.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 230 thousand initial claims, down from 235 thousand last week. • At 10:00 AM, ISM Manufacturing Index for July. The consensus is for the ISM to be at 49.0, up from 48.5 in June. • At 10:00 AM, Construction Spending for June.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 230 thousand initial claims, down from 235 thousand last week. • At 10:00 AM, ISM Manufacturing Index for July. The consensus is for the ISM to be at 49.0, up from 48.5 in June. • At 10:00 AM, Construction Spending for June.
From the NAR: Pending Home Sales Rose 4.8% in June Pending home sales in June ascended 4.8% , according to the National Association of REALTORS®. All four U.S. regions posted monthly gains in transactions. Year-over-year, the Northeast, Midwest and South registered declines, while the West increased. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – grew to 74.3 in June.
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased Slightly in June; Up 5.1% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.06% month-over-month on a seasonally adjusted (SA) basis in June. On a year-over-year basis, the National FMHPI was up 5.1% in June, down from up 5.7% YoY in May.
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
The $170 million Englert Financial was formerly with Avantax before Cetera purchased the firm, while the $250 million Rizza Financial Engines was previously affiliated with Osaic.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 122,000 Jobs in July; Annual Pay was Up 4.8% Private sector employment increased by 122,000 jobs in July and annual pay was up 4.8 percent year-over-year, according to the July ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Today’s Animal Spirits is brought to you by YCharts and CME Group: See here for the YCharts Advisor Pulse newsletter! See here for more information on CME Group’s valuable educational materials and trading tools and learn more about what adding futures can do for you. On today’s show, we discuss: The Lion in Winter via Michael Cembalest How to Increase the Odds of Owning the Few Stocks that Drive R.
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.
Open, honest and candid discussion about the courts halting the DOL fiduciary rule, the growing need for advice at work, the fallout of Chevron on the ESG rule and more.
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) retreated to 45.3 in July from 47.4 in June. This is the seventh monthly decline in the past eight months. The latest reading is better than the 44.8 forecast but keeps the index in contraction territory for an eighth straight month.
It’s back-to-school month for our household, and my 14-year-old is off to high school. Where has the time gone? As a financial planner, I often question if I am doing enough to equip my daughter with the financial life-skills she needs to become a strong, independent, and savvy woman. Financial education has always been a cornerstone of my career.
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.
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.
When dealing with millennials and often with more seasoned investors, it’s important to understand their barriers to acceptance of a boring approach to investing.
Nouriel Roubini is jumping into the ETF industry with what will be the Atlas America ETF. It looks like it will be a multi-asset strategy to generate stable returns with low volatility and low correlation with downside protection thrown in there too. Roubini is great at laying out the prevailing bear case but if the next cataclysmic event doesn't come for years, the odds are pretty good that his fund will languish.
Valid until the market close on August 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
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.
After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their large cap counterparts, investors may be wondering which Russell 2000 stocks look most attractive. Using Validea’s guru-inspired stock rating models, we’ve identified 5 top-rated small caps that are scoring well across multiple investing strategies.
Third party custodians provide a critical back-office function for RIAs – and beyond the important job of safeguarding client assets, they have more sway over operations than one might initially expect.
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that are combined into a single fundamental momentum measure.
Consumer attitudes are measured by two monthly surveys: the University of Michigan’s Consumer Sentiment Index (MCSI) and the Conference Board’s Consumer Confidence Index (CCI). In July, the MCSI fell to its lowest level in eight months to 66.4. Meanwhile, the CCI ticked up to 100.3.
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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