The Reformed Broker
MAY 16, 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: ►Einhorn, Burry, Buffett – David Einhorn and Michael Burry were buying regional banks in Q1. ►Positive Surprises – “This will upset a lot of gloom and doomers, but oh well” ►Wealth Transfer .
Wealth Management
MAY 16, 2023
While the private real estate markets have been slow to adapt pricing to reflect higher interest rates and a more uncertain economic climate, publicly-traded REITs offer both discounts and a historic record of outperforming during recessions. Some investors are cycling money from private vehicles and into REITs.
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The Big Picture
MAY 16, 2023
My Two-for-Tuesday morning train WFH reads: • Miami’s Love Affair With Crypto Is Souring as Bitcoin Faithful Flock to the City : On the eve of the annual bitcoin conference, the city and its mayor have mostly moved on from crypto. ( Wall Street Journal ) but see Crypto’s Most Influential Companies Often Follow Their Own Rules — Even After FTX’s Collapse : A review of practices at 60 of the sector’s most influential companies found many lack basic guardrails. ( Bloomberg ) • The audacious plan to
Wealth Management
MAY 16, 2023
Don’t listen to ‘gurus’ trying to panic investors into buying what they’re selling.
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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
Calculated Risk
MAY 16, 2023
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 50, up from 45 last month. Any number above 50 indicates that more builders view sales conditions as good than poor. From the NAHB: Lack of Existing Inventory Boosts Builder Confidence to Key Marker Limited existing inventory, which has put a renewed emphasis on new construction, resulted in a solid gain for builder confidence in May even as the industry continues to face several challenges, including
Wealth Management
MAY 16, 2023
Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.
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Wealth Management
MAY 16, 2023
Hear from Envestnet's Dani Fava about what wealthtech retirement plan advisors and providers can leverage to benefit consumers in their plans.
Calculated Risk
MAY 16, 2023
On a monthly basis, retail sales were up 0.4% from March to April (seasonally adjusted), and sales were up 1.6 percent from April 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for April 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $686.1 billion, up 0.4 percent from the previous month, and up 1.6 percent above April 2022.
Wealth Management
MAY 16, 2023
Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.
Abnormal Returns
MAY 16, 2023
Crypto 2022's crypto blowups happened really quickly as institutions rushed through the door. (chicagofed.org) Michael Lewis' book on SBF, “Going Infinite: The Rise and Fall of a New Tycoon” is coming in October. (nytimes.com) Companies Why is Apple ($AAPL) is pushing forward with its mixed reality headset? (washingtonpost.com) What exactly is IBM ($IBM) these days?
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
MAY 16, 2023
Sean explains how Envestnet is focused on coming explosion of small retirement plans.
Calculated Risk
MAY 16, 2023
From the Fed: Industrial Production and Capacity Utilization Industrial production rose 0.5 percent in April after moving sideways the previous two months. In April, manufacturing increased 1.0 percent, bolstered by a strong gain in the output of motor vehicles and parts; factory output excluding motor vehicles and parts moved up 0.4 percent. The index for mining rose 0.6 percent, while the index for utilities dropped 3.1 percent, as milder temperatures in April lowered demand for heating.
Wealth Management
MAY 16, 2023
So far, only one other company has asked the SEC to add ETFs to the share classes of its actively-managed mutual funds.
The Reformed Broker
MAY 16, 2023
Bullish call on GE Healthcare from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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
MAY 16, 2023
Office owners have started to unload distressed buildings at discounted prices, reported The Wall Street Journal. Commercial Observer looked at politicians who are trying to play a role in setting policies related to commercial real estate. These are among the must reads for real estate investors today.
Calculated Risk
MAY 16, 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. • At 8:30 AM, Housing Starts for April. The consensus is for 1.396 million SAAR, down from 1.420 million SAAR in March.
Wealth Management
MAY 16, 2023
Wells Fargo was accused of making misleading statements about its compliance with federal consent orders following the 2016 scandal involving the opening of unauthorized customer accounts.
Calculated Risk
MAY 16, 2023
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in April A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.33 million in April , down 2.5% from March’s preliminary pace and down 22.3% from last April’s seasonally adjust
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.
Wealth Management
MAY 16, 2023
The idea behind baby bonds is to establish trust funds for children when they’re born, allowing the money to grow over time and then be accessed in young adulthood for wealth-building purposes like education, buying a home, starting a small business or saving for retirement.
Abnormal Returns
MAY 16, 2023
Quant stuff How investment professionals can use ChatGPT. (blogs.cfainstitute.org) Be careful when using dual-axis charts. (flowingdata.com) Sign-up is still open or the 2023 Democratize Quant virtual conference is still open. (alphaarchitect.com) Startups Mutual funds seem to overvalue their stakes in private startups. (papers.ssrn.com) Early joiners have a big effect on startup outcomes.
Wealth Management
MAY 16, 2023
Office owners have started to unload distressed buildings at discounted prices, reported The Wall Street Journal. Commercial Observer looked at politicians who are trying to play a role in setting policies related to commercial real estate. These are among the must reads for real estate investors today.
A Wealth of Common Sense
MAY 16, 2023
The economic recovery following the Covid-induced recession in early-2020 has climbed the proverbial wall of worry. We’ve experienced the strongest labor market in a generation but the vibes have been off for a while now. Last summer the University of Michigan index of consumer sentiment hit its lowest level on record: That’s lower than it was during the 2008 financial crisis, lower than it was in the early-1.
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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.
Wealth Management
MAY 16, 2023
Envestnet CMO Mary Ellen Dugan explains why she is so passionate about building brands that drive business.
Advisor Perspectives
MAY 16, 2023
What is the number-one reported factor for a happy and fulfilling retirement?
Wealth Management
MAY 16, 2023
One of the year’s hottest haven trades could be about to unwind — and throw beleaguered regional banks a lifeline.
eMoney Advisor
MAY 16, 2023
To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. The amount of time people spend on social media platforms is only increasing. Research shows that the typical working age Internet user spends nearly two and a half hours per day using social media platforms. 1 Whether you are just getting started or are looking to enhance your current social media marketing strategy, the following four steps will help you dev
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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?
Wealth Management
MAY 16, 2023
Matt Brown, founder, CEO, and chairman at CAIS discusses how technology is changing the advisor game.
Advisor Perspectives
MAY 16, 2023
Long-term Treasury bonds are an excellent investment. But timing the purchase of bonds is difficult because three headwinds are keeping rates higher.
Wealth Management
MAY 16, 2023
“AI is very, very real and could be every bit as impactful as the internet,” Stephe Druckenmiller said.
Your Richest Life
MAY 16, 2023
After years of medical school, training and a lower salary, it can be jarring to finally get settled into a position (and a higher income.) As a new physician, you’ll have to adjust your mindset and your habits to manage your money effectively. Here are some tips for successful money management when you graduate from a resident or a fellow to a practicing physician: New Physician Financial Success: Avoid Lifestyle Creep For many new physicians, years of feeling deprived leads to splurging when t
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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.
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