The Big Picture
MARCH 28, 2023
Just back from California and Arizona, and still digging out. In the meanwhile, check out Nick today : The post All You Need to Know to Build Generational Wealth appeared first on The Big Picture.
The Reformed Broker
MARCH 28, 2023
Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU) from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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The Big Picture
MARCH 28, 2023
My Two-for-Tuesday morning train WFH reads: • The Fed’s anti-inflation work is almost done, with an assist from the banking crisis. the economic turmoil created by the collapse of three banks this month and the impairment of a fourth gave it a bit of breathing room in its increasingly unpopular campaign to subdue inflation with a series of sharp interest rate hikes. ( Los Angeles Times ) • Schwab’s $7 Trillion Empire Built on Low Rates Is Showing Cracks : Company faces pressure from bond losses
The Reformed Broker
MARCH 28, 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: ►Lending Shock – Shocks to bank lending standards do not fade away quickly. They persist and cause recessions. ►Are Banks Screwed? – “Since peaking almost exactly one year ago, deposits at all domestic.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Nerd's Eye View
MARCH 28, 2023
Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
MARCH 28, 2023
The last new all-time high for the S&P 500 was on January 3, 2022. That means it’s been almost 450 days since we’ve experienced new highs in the stock market. That feels like a long time. But based on the history of bear markets, it’s really not all that long. It might be a while until we hit new highs again if we use history as a guide.
Abnormal Returns
MARCH 28, 2023
Markets Investor psychology hasn't changed much in the past 112 years. (behaviouralinvestment.com) How to avoid investment complexity. (morningstar.com) Asset location, 101. (obliviousinvestor.com) Companies Alibaba ($BABA) is splitting into six companies. (cnn.com) Google ($GOOGL) is deprecating some Fitbit social features. (arstechnica.com) Disney ($DIS) has eliminated its metaverse division.
Wealth Management
MARCH 28, 2023
Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.
The Irrelevant Investor
MARCH 28, 2023
Today’s Animal Spirits is brought to you by New York Life: See here for more information on New York Lifes indexIQ ETFs On today’s show, we discuss: Welcome to the superprime banking crisis Here’s what retirement with less than $1M looks like in America The age of AI has begun Attention is all you need (Packy on AI) Housing market update: Demand for mortgages ticks up as rates drop amid banking turmoil .
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Wealth Management
MARCH 28, 2023
Full-service hotels in vacation destinations are attracting equity from high-net-worth investors who are joining deals as limited partners.
Calculated Risk
MARCH 28, 2023
S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P: S&P Corelogic Case-Shiller Index Declining Trend Continued in January The S&P CoreLogic Case-Shiller U.S.
Wealth Management
MARCH 28, 2023
As its multi-custodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.
Calculated Risk
MARCH 28, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index "Declining Trend Continued" to 3.8% year-over-year increase in January Excerpt: Both the Case-Shiller House Price Index (HPI) and the Federal Housing Finance Agency (FHFA) HPI for January were released today. Here is a graph of the month-over-month (MoM) change in the Case-Shiller National Index Seasonally Adjusted (SA).
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Wealth Management
MARCH 28, 2023
Current troubles in the commercial real estate market should not be compared to the Great Financial Crisis, an analyst told CNBC. Fundraising dropped for non-traded REITs in February, reports The DI Wire. These are among today’s must reads from around the commercial real estate industry.
Advisor Perspectives
MARCH 28, 2023
The Federal Housing Finance Agency (FHFA) has released its U.S. house price index (HPI) for January. U.S. house prices increased by 0.2% from the previous month. Year-over-year the index is up 5.3% on a non-seasonally adjusted nominal basis. After adjusting for inflation and seasonality, the real index is down 0.2% in January and down 0.3% year-over-year (seasonally adjusted).
Wealth Management
MARCH 28, 2023
While the new generation of retail investors are tech-savvy, they are, nonetheless, uninformed amateurs who act more like gamblers in casinos than investors in capital markets.
Calculated Risk
MARCH 28, 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 10:00 AM, Pending Home Sales Index for February. The consensus is for a 3.0% decrease in the index.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Wealth Management
MARCH 28, 2023
Among the 10 cities that are seeing the highest net inflow of house hunters, half are in the Sunshine State, according a report from real estate brokerage Redfin. New York was the top out-of-state origin for buyers in three of those Florida cities: Miami, Tampa and Orlando.
Integrity Financial Planning
MARCH 28, 2023
Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government directly stepping in to help with the economic downturn.
Wealth Management
MARCH 28, 2023
RPAs need the right people and technology in place to get “the underserved” to and through retirement.
Million Dollar Round Table (MDRT)
MARCH 28, 2023
By Jake Lim Wei Lun, AEPP When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people I called would quickly cut me off and end the call before I could finish the script. To overcome this challenge, I made my script more dynamic with the password idea.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Advisor Perspectives
MARCH 28, 2023
With this morning's release of the January S&P Case-Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20-city index saw a 0.4% decrease month-over-month (MoM), higher than the Investing.com forecast of -0.5%, and a 2.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -1.1% and the YoY was reduced to -4.8%.
Clever Girl Finance
MARCH 28, 2023
There’s never been a better time to learn financial literacy basics. With the cost of living and household debts rising, it’s critical to understand how finances work so you’re in control of your cash. Unfortunately, though, financial literacy is lacking in the US. For example, only 57% of adult Americans are financially literate and able to manage their money.
Wealth Management
MARCH 28, 2023
Attendees at the T3 conference detail what they truly want from their tech stack.
Advisor Perspectives
MARCH 28, 2023
The 2023 T3/Inside Information Software Survey is now available. It’s the best guide to the 300+ fintech solutions in the marketplace, and a good buyer’s guide for advisory firms that are looking for additions or enhancements to their tech stack.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Wealth Management
MARCH 28, 2023
A look at how financial advisors should go about incorporating hedging in their asset allocations.
Advisor Perspectives
MARCH 28, 2023
A study, reported in the Harvard Business Review, claimed that likability was not important to the sales process.
MarketWatch
MARCH 28, 2023
AMC Entertainment Holdings Inc.’s AMC stock jumped 15.6% Tuesday after the Intersect reported that Amazon.com Inc. AMZN is weighing an acquisition of the movie theater chain and meme stock darling. Citing multiple sources close to the discussions, the Intersect reports that Amazon is exploring a possible acquisition, although there is no certainty that the retail giant will make an offer.
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