Calculated Risk
JUNE 20, 2024
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For April, Realtor.com reported inventory was up 35.2% YoY, but still down almost 34% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 36.0% YoY. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
JUNE 20, 2024
Account migrations from Morningstar's TAMP to AssetMark will occur over the next six months as the deal is finalized.
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Calculated Risk
JUNE 20, 2024
Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Down Slightly Year-over-year in May; Multi-Family Starts Down 50% A brief excerpt: Total housing starts in May were below expectations, however, starts in March and April were revised up slightly, combined. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).
Wealth Management
JUNE 20, 2024
Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.
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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
Abnormal Returns
JUNE 20, 2024
Markets What's different about the Magnificent Seven stocks. (awealthofcommonsense.com) Don't look now but Taiwan Semi ($TSM) is nearly a $1 trillion company. (bnnbloomberg.ca) The case for swapping large caps for small caps. (blogs.cfainstitute.org) Strategy There's no such thing as certainty. (tonyisola.com) Lessons from Robert Hagstrom’s 1994 book "The Warren Buffett Way.
Wealth Management
JUNE 20, 2024
Open, honest and candid discussion about forfeiture lawsuits, hybrid TDFs with annuities, new hires at Cetera and Allianz Life and more.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 20, 2024
Mark Evans, president and CEO of Conquest Planning, discusses how his firm works to provide advice to all clients, not just the high net worth.
The Big Picture
JUNE 20, 2024
Making good progress on the book, about 60-70% finished (I feel good about it). I wanted to pop out of hiding to share a few charts/tables that should raise your confidence levels that — despite media coverage to the contrary — we are not on the verge of collapse. I want to direct your attention to the latest missive from Savita Subramanian, who runs the Equity and Quant Strategy group at BAML.
Wealth Management
JUNE 20, 2024
LPL Financial's Jared Fingeret discusses the firm's acquisition strategy
Calculated Risk
JUNE 20, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM ET, Existing Home Sales for May from the National Association of Realtors (NAR). The consensus is for 4.10 million SAAR, down from 4.14 million.
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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
Wealth Management
JUNE 20, 2024
The number of registered firms hit an all-time high of 15,396, according to an annual snapshot co-created by the Investment Adviser Association and COMPLY.
A Wealth of Common Sense
JUNE 20, 2024
A reader asks: You guys have recently quoted Slock in two podcast episodes that Private Equity Companies, those with over 100 million dollars in revenue make up 87 percent of that category versus only 13 percent of publicly traded company fall into the 100 million in revenue category, and that number is only increasing. With that said, is this ONE of the reasons stock prices seem to continuously increase.
Wealth Management
JUNE 20, 2024
Transcript of Episode 110 of 401(k) Real Talk.
Advisor Perspectives
JUNE 20, 2024
New home construction in the US slumped in May to the slowest pace in four years, as higher-for-longer interest rates sap the housing industry’s momentum from earlier this year.
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.
Wealth Management
JUNE 20, 2024
Mark Evans, president and CEO of Conquest Planning, discusses how his firm works to provide advice to all clients, not just the high net worth.
Norman Marks
JUNE 20, 2024
Stefan Hunziker recently wrote an excellent piece on LinkedIn. He wrote: As clear as mud: Do risk managers or decision-makers manage risk? I congratulated him for his post, but I want to go into his question in more detail here. Let’s consider the ISO 31000:2018 diagram of a risk management process.
Wealth Management
JUNE 20, 2024
The federal government estimates the mandatory repatriation tax would bring in $340 billion over 10 years.
Advisor Perspectives
JUNE 20, 2024
Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
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.
Wealth Management
JUNE 20, 2024
CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.
Million Dollar Round Table (MDRT)
JUNE 20, 2024
By Matt Pais, MDRT Content Specialist Think of yourself at your best and worst around the office: Are you behaving like a responsible adult or a needy 4-year-old child? In her 2013 Annual Meeting presentation “I can handle it,” psychologist Rachael Alexander, MD, said that all people operate on various points of a spectrum between the logical part of the brain and the emotional part, and when faced with change and stress, we often skew farther toward the emotional side and away from
Advisor Perspectives
JUNE 20, 2024
Builder confidence fell further in June as mortgage rates above 7% and elevated construction financing continue to slow down the market. The National Association of Home Builders (NAHB) Housing Market Index (HMI) dropped to 43 this month, its lowest level of the year. The latest reading came was below the forecast of 45.
Indigo Marketing Agency
JUNE 20, 2024
When it comes to marketing, every financial advisor has different audiences and different budgets but the same goal: bring in more qualified leads. After working with hundreds of advisors, it became clear that the best way to serve you was by breaking our service into three new tiers so you can find what works best for you. Between our Nurture, Stand Out, and Growth tiers, you’ll be able to pick and choose which plans of attack are most attractive to you, and even custom-select specific services
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.
Advisor Perspectives
JUNE 20, 2024
In the week ending June 15th, initial jobless claims were at a seasonally adjusted level of 238,000, a decrease of 5,000 from the previous week's figure. The latest reading is higher than the forecast of 235,000 jobless claims.
Indigo Marketing Agency
JUNE 20, 2024
There are more than a few reasons to look forward to 2021. Here at Indigo Marketing, we feel that too. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Let’s start with what the most current trends are today. What The Statistics Say Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States.
Advisor Perspectives
JUNE 20, 2024
In May, building permits fell to their lowest level since June 2020. In the latest report by the Census Bureau, building permits were at a seasonally adjusted annual rate of 1.386 million, falling short of the forecasted rate of 1.450 million. This marks a 3.8% decrease from April and a 9.5% decline compared to one year ago.
Fortune Financial
JUNE 20, 2024
This was a fun collaboration with my Preferred Shares co-host, Doug Ott, of Andvari & Associates. We take a deep dive into the factors driving continued movement of both businesses and populations to the South, a region which has benefited from above average economic growth since the end of World War II: Please download the entire research paper here.
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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.
Advisor Perspectives
JUNE 20, 2024
In May, housing starts dropped to their lowest level since June 2020. In the latest report by the Census Bureau, housing starts fell to a seasonally adjusted annual rate of 1.277 million, falling short of the forecasted rate of 1.370 million. This marks a 5.5% decrease from April and a 19.3% decline compared to one year ago.
Random Roger's Retirement Planning
JUNE 20, 2024
Jason Buck from Mutiny Funds and creator of the Cockroach Portfolio gave a web presentation about Cockroach via RCM Alternatives. We've looked at the Cockroach Portfolio several times before. Its original was influence by the Permanent Portfolio created by Harry Browne which allocates 25% each to stocks, long bonds, gold and cash. The big idea is that no matter what is going on in the world, at least one of the four will be going up.
Advisor Perspectives
JUNE 20, 2024
In May, nominal home values increased for a 14th straight months while "real" home values were flat. Last month's ZHVI came in at $360.681, up 0.4% from the previous month and up 4.3% from one year ago. However, after adjusting for inflation, the real figures are 0.0% month-over-month and -1.3% year-over-year.
Abnormal Returns
JUNE 20, 2024
Books An excerpt from Phil Elwood’s upcoming book, "All The Worst Humans: How I Made News for Dictators, Tycoons, and Politicians." (semafor.com) A Q&A with Ramin Setoodeh author of "Apprentice in Wonderland: How Donald Trump and Mark Burnett Took America Through the Looking Glass." (nymag.com) An excerpt from “Second Act: What Late Bloomers Can Tell You About Success and Reinventing Your Life” by Henry Oliver.
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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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