Wealth Management
MAY 12, 2023
Also, TIFIN Wealth will offer free access to its platform to NAPFA-aligned advisors and Canadian firms Conquest Planning and Wealthsimple have announced a partnership.
Calculated Risk
MAY 12, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-April A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-April I reviewed home inventory and sales, and mortgage delinquencies. Other measures of house prices indicated year-over-year slowing or further declines in March.
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Wealth Management
MAY 12, 2023
Advisors on the Envestnet platform use allocation models, company executives say. Building ETFs that combine passive investments with active management for those models is the next logical step.
Nerd's Eye View
MAY 12, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service. The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an ad
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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
MAY 12, 2023
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
Calculated Risk
MAY 12, 2023
From STR: STR: U.S. hotel results for week ending 6 May U.S. hotel performance showed mixed results from the previous week but grew year over year, according to STR‘s latest data through 6 May. 30 April through 6 May 2023 (percentage change from comparable week in 2022): • Occupancy: 65.2% (+2.0%) • Average daily rate (ADR): US$157.62 (+6.4%) • Revenue per available room (RevPAR): US$102.74 (+8.4%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using t
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
MAY 12, 2023
The biz A sign of ad weakness for top-end podcasts. (semafor.com) Podcast advertising is growing quickly, just slower than expected. (hollywoodreporter.com) Venture capital Howard Lindzon talks with Jeff Richards of GGV Capital about positioning for the new venture landscape. (howardlindzon.com) LibertyRPF talks with Jim O'Shaugnessy about what he sees for O’Shaughnessy Ventures.
Wealth Management
MAY 12, 2023
Despite crypto-winter, crypto giving trends may recover.
The Big Picture
MAY 12, 2023
I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and technology, markets and politics, Hollywood, the economy, investing and so much more. “I’m Roben Farzad, my guest this week is esteemed polymath and Wall Street watcher Barry Ritholtz on bank failures and human nature remote work surprising relationship to productivity Twitter under Elon Musk and markets seeking new leadership and lots more do stay with us.
Wealth Management
MAY 12, 2023
This series discusses the new business models that have emerged to support independent financial advisors.
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.
The Reformed Broker
MAY 12, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dion Rabouin, and Downtown Josh Brown discuss inflation, the Fed, the labor market, Robinhood earnings, the advent of 24/7 trading, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!
Wealth Management
MAY 12, 2023
Phillip Galles, 57, was charged with a single count of wire fraud for allegedly stealing more than $2 million from victims whose money he falsely claimed he was investing in commodity futures.
Abnormal Returns
MAY 12, 2023
Markets Why aren't the markets more worked up about a potential government debt default? (fa-mag.com) How AI hype has affected the stock market, YTD. (ft.com) Strategy Big market bubbles can have a lasting effect on investors. (awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. (blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling?
Wealth Management
MAY 12, 2023
Envestnet's Dani Fava breaks down what embedded finance means and its benefits for advisors and end users.
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.
The Big Picture
MAY 12, 2023
My end-of-week morning train WFH reads: • The Home Buyer’s Quandary: Nobody’s Selling : Many are ready to move but don’t want to lose the low-rate mortgages they locked in a few years ago, crimping the supply of homes and keeping prices high ( Wall Street Journal ) • Inflation Is Predictably Bad. That’s Progress. Rapidly rising prices have become a “known known” that the central bank and investors can incorporate into their decisions.
Calculated Risk
MAY 12, 2023
From BofA: Overall, incoming data this week pushed down our 1Q US GDP tracking estimate from 1.0% q/q saar to 0.9% q/q saar. [May 12th estimate] emphasis added And from the Altanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2023 is 2.7 percent on May 8, unchanged from May 4 after rounding.
A Wealth of Common Sense
MAY 12, 2023
Financial success comes from some combination of hard work, discipline, patience and luck. That last piece is usually the biggest wild card. If you started investing in the early-1980s, you experienced 20 years’ worth of phenomenal returns from both stocks and bonds. If you started investing in the early-1960s, you experienced 20 years’ worth of rising rates and inflation which led to muted stock and bond retu.
Wealth Management
MAY 12, 2023
A new analysis says states and the federal government will be on the hook for a massive bill as more Americans age out of the workforce.
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
MAY 12, 2023
Depending on your financial situation, you may qualify for a subsidized loan or an unsubsidized loan. Here’s the breakdown of subsidized and unsubsidized loans, along with how to get each of them.
Wealth Management
MAY 12, 2023
Traders don’t believe that Congress is foolish enough to allow a default, and even if one were to occur, they are signaling it would be short-lived and less damaging than feared.
Alpha Architect
MAY 12, 2023
This article examines the research conducted by Dimensional to determine the efficacy of an industry or country approach to factor investing. Pursuing Factor Premiums at the Industry and Country Level was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
MarketWatch
MAY 12, 2023
General Motors Co. GM said it would recall nearly 1 million SUVs in the U.S. due to a defect that risked causing the front driver’s side air-bag inflator to burst when activated, Reuters reported on Friday. Dealers will replace the component in question, Reuters said. The move affects nearly 995,000 Buick Enclave, Chevrolet Traverse and GMC Acadia automobiles with model years between 2014 through 2017, Reuters said.
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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
MAY 12, 2023
The May preliminary report for the Michigan Consumer Sentiment Index came in at 57.7, down 5.8 (9.1%) from the April final. This morning's reading was well below the Investing.com forecast of 63.0. Since its beginning in 1978, consumer sentiment is 32.3% below its average reading (arithmetic mean) and 31.4% below its geometric mean.
NAIFA Advisor Today
MAY 12, 2023
What does it take to be a winner? Who would know better than Advisor Today 4 Under 40 winners? A recent article at InsuranceNewsNet.com appropriately titled "Tips for Financial Advisors: What It Takes to Be a Winner" features Kathleen Owings, LACP, 4 Under 40 class of 2018 , and Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, RF, class of 2017 , discussing some of the things they did to achieve career success.
Integrity Financial Planning
MAY 12, 2023
If you are aging and unsure about your options for in-home care as you get older, this article is for you. We’ll also cover the pros and cons of hiring help through an agency and doing it yourself. The most important thing to understand is the basics. If you are a home-bound individual or have a home-bound loved one, there are two types of care available: home care services and home health services. [1] Home health covers things such as: Physical therapy Occupational therapy Speech therapy Skill
Advisor Perspectives
MAY 12, 2023
We are presented with this decision in finance a lot. There is a small probability of something bad happening and a large probability that everything will be fine. What do you do to insure yourself against something bad happening? Because there is no such thing as a free lunch.
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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?
MarketWatch
MAY 12, 2023
Sarepta Therapeutics Inc. stock SRPT was halted premarket Friday, ahead of a meeting of a Food and Drug Administration advisory panel to discuss the company’s SRP-9001 gene therapy for the rare genetic disorder Duchenne muscular dystrophy, or DMD. DMD typically affects boys. Symptoms that appear in early childhood include frequent falls, difficulties getting up or running and learning disabilities, and patients have a life expectancy of about 27.
Advisor Perspectives
MAY 12, 2023
Over the next decade, the total return for U.S. or global equities will be nearly zero, according to Felix Zulauf.
MarketWatch
MAY 12, 2023
Tesla Inc. TSLA will recall 1.1 million cars sold or imported to China from January 2019 to April owing to a brake defect, the country’s State Administration for Market Regulation said in a statement on Friday. The Chinese regulator said the autos will need software updates from the electric-car maker, though it wasn’t clear if Tesla will need to refund drivers or would be offering any refunds.
Advisor Perspectives
MAY 12, 2023
I've updated this series to include the April release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $48,368, down 8.3% from 50 years ago. Hourly earnings are below their all-time high after adjusting for inflation.
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