Wealth Management

MAY 23, 2023

The new tool uses Advyzon as its foundation and Lumiant will support the behavioral finance aspect.

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321

Calculated Risk

MAY 23, 2023

The Census Bureau reports New Home Sales in April were at a seasonally adjusted annual rate (SAAR) of 683 thousand. The previous three months were revised down, combined. Sales of new single‐family houses in April 2023 were at a seasonally adjusted annual rate of 683,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.

Sales 319

Sales 319

Wealth Management

MAY 23, 2023

The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.

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305

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meg Bartelt. Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. What's unique about Meg, though, is how, over the span of 7 years since launching her firm, she has evolved the business by repeatedly adapting her niche focus, iterating

Clients 246

Clients Financial Advisor Financial Planner Financial Planning 246

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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

MAY 23, 2023

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

Management 298

Management 298

Abnormal Returns

MAY 23, 2023

Markets What price does Apple ($AAPL) need to hit to get to $5 trillion in market cap? (allstarcharts.com) 30-year mortgage rates are pushing 7% again. (mortgagenewsdaily.com) Good luck trying to predict the future shape of the yield curve. (mailchi.mp) Crypto Prosecutors are pouring through a ton of evidence in the SBF case. (nytimes.com) Coinbase ($COIN) is not sitting back in its fight with the SEC.

Financial Advising 246

Financial Advising Media Banking Economy 246

Calculated Risk

MAY 23, 2023

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 683,000 Annual Rate in April Brief excerpt: The next graph shows new home sales for 2022 and 2023 by month (Seasonally Adjusted Annual Rate). Sales in April 2023 were up 11.8% from April 2022. As expected, new home sales were up year-over-year. As previously discussed, the Census Bureau overestimates sales, and underestimates inventory when cancellation rates are rising, see: New Home Sales and Cancellations: Net vs Gross Sa

Sales 240

Sales Numbers 240

Wealth Management

MAY 23, 2023

Flows, launches and mutual fund conversions have fueled growth of actively-managed ETFs, and one driver could be investors hunting for non-correlated investments.

Management 278

Management Investing Investments 278

The Reformed Broker

MAY 23, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Corporate Bonds – “One of Vanguard’s Biggest Credit ETFs Bleeds Record $5.5 Billion” ►52-Week Highs – “the NASDAQ-100 made a new 52-wk high after going at least 6 months without one.

Investing 177

Investing Investments Marketing Marketing 177

Wealth Management

MAY 23, 2023

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

Wealth Management 277

Wealth Management Engineering Management Marketing 277

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

Abnormal Returns

MAY 23, 2023

Gold Gold is not portfolio insurance. (alphaarchitect.com) What is Bitcoin worth? (morningstar.com) Trading WFH traders show a lower likelihood of misconduct. (papers.ssrn.com) What can we learn from the meme stock phenomenon? (papers.ssrn.com) Hedge funds An overview of the benefits of a multi-strategy corporate arbitrage strategy. (aqr.com) How should investors rate hedge fund performance?

Asset Allocation 144

Asset Allocation Insurance Economics Assets 144

Wealth Management

MAY 23, 2023

Despite the initial drama, issues were resolved quickly and without court involvement.

264

264

Advisor Perspectives

MAY 23, 2023

We must understand our clients’ purposes and how they fit together in their lives. We need to take the initiative when rebalancing is in order.

Clients 142

Clients Portfolio 142

Wealth Management

MAY 23, 2023

A lot of pressure to move quickly on potential acquisitions has subsided amid higher interest rates and more concerns about property values holding up.

Investing 264

Investing Investments 264

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

The Reformed Broker

MAY 23, 2023

Call of the Day: HSBC upgrades Chevron to buy from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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141

Wealth Management

MAY 23, 2023

But as with any game of chance, the house usually wins.

Retail 246

Retail 246

Calculated Risk

MAY 23, 2023

From Matthew Graham at MortgageNewsDaily: Mortgage Rates Move Back Above 7% Today's headline is the most dramatic part of today's story on mortgage rates. The average top tier 30yr fixed rate has been mostly operating in a 6-7% range since September 2022. There were several weeks in the low to mid 7s in Oct/Nov and a few days in early March. Rates were already quite close to 7% yesterday and today merely provided a gentle nudge.

Marketing 130

Marketing Marketing 130

Wealth Management

MAY 23, 2023

RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.

Financial Planning 245

Financial Planning Portfolio Assets Planning 245

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

Calculated Risk

MAY 23, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • During the day: The AIA's Architecture Billings Index for April (a leading indicator for commercial real estate).

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Wealth Management

MAY 23, 2023

Today's retirement challenge: accumulation, decumulation and protection.

Taxes 225

Taxes Planning Retirement 225

The Irrelevant Investor

MAY 23, 2023

Today’s Animal Spirits is brought to you by YCharts: See here to register for YCharts webinar discussing the scenarios tool with a big emphasis on how it helps streamline the financial planning process for advisors with RWM COO Nick Maggiulli on May 24th at 12:30pm Eastern On today’s show, we discuss: Carl Icahn admits mistake with bearish bet that cost $9B Steve Cohen is ‘pretty bullish’ on markets than.

Financial Planning 114

Financial Planning Planning Marketing Marketing 114

Wealth Management

MAY 23, 2023

As the indexing trend of recent years shows, replacing smart humans with stupid computers has more downside than upside for markets.

Marketing 216

Marketing Marketing 216

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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

Advisor Perspectives

MAY 23, 2023

Diversification is a cornerstone of thoughtful, long-term focused investing. Incorporating assets and asset classes that don’t always move in tandem – that is, their returns aren’t strongly correlated – can help temper stock and bond market risk.

Investments 106

Investments Investing Assets Marketing 106

Wealth Management

MAY 23, 2023

Access your free CE course catalog.

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162

Trade Brains

MAY 23, 2023

Fundamental Analysis of Laxmi Organic Industries: After listing at a premium of 20% in March 2021, the stock of Laxmi Organic Industries rallied further by 200% in another 7 months. However, the stock has corrected 50% since then. Does this fall make it an attractive company? What can the investors of the company expect in the coming quarters? We’ll try to answer these and many other questions in our fundamental analysis of Laxmi Organic Industries Ltd.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Wealth Management

MAY 23, 2023

Wednesday, June 28, 2023 | 2:00 PM ET

Clients 130

Clients Planning 130

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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?

Sales

Discipline Funds

MAY 23, 2023

It’s only May, but if I had to pick a chart of the year it would be housing stocks. In fact, housing as a whole has been remarkably resilient this year. If you’d told me that there would be a bank panic and 7% mortgage rates in May I would have predicted that the housing market was cratering. And sure, it hasn’t exactly been a raging bull market.

Economy 105

Economy Banking Sales Marketing 105

Wealth Management

MAY 23, 2023

Despite others shelving their SPACs, flyExclusive is moving forward with theirs, valued at $900 million.

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130

Clever Girl Finance

MAY 23, 2023

When I first moved into my first apartment, I had a lot of reality checks. Some I was semi-aware of (why is furniture SO expensive anyway?) and others I wasn't, such as grocery shopping. And so based on my experience, I've gathered 25 of the cheapest meals from around the web, so you can not only dine in style, but you can slash that grocery budget too.

Budgeting 104

Budgeting Food Sales Planning 104

Wealth Management

MAY 23, 2023

BlueRock Capital Market CEO Jeff Schwaber drops a wealth of insight on the real estate market and private credit.

Marketing 130

Marketing Marketing 130

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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.

Accounting