This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Before the CPI report was released, I wrote: Why Year-over-year Headline Inflation will Decline Sharply in May and June The key point was that energy and food prices soared in May and June 2022, and as those data points are removed from the year-over-year calculation, the YoY change will decline sharply. However, core inflation does not include food and energy, so we won't see as dramatic a decline in core CPI and core PCE.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 7.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 9, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 7.2 percent on a seasonally adjusted basis from one week earlier.
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
One common sales tactic for financial advisors is to offer prospective clients a free (or low-cost) financial plan to demonstrate the advisor’s expertise and to let the prospect ‘test drive’ the advisor’s services. However, creating these pre-commitment strategies and plans can take up a significant amount of an advisor’s time and there is no guarantee that the prospect will actually decide to become a client (in which case the advisor’s work would have genera
Podcasts Christine Benz and Jeff Ptak talk with Ramit Sethi about living a 'rich life' and his new Netflix how 'How to Get Rich.' (morningstar.com) Jesse Cramer on how to have better conversations with aging parents. (bestinterest.libsyn.com) Chad talks with Mike Piper author of "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.
Podcasts Christine Benz and Jeff Ptak talk with Ramit Sethi about living a 'rich life' and his new Netflix how 'How to Get Rich.' (morningstar.com) Jesse Cramer on how to have better conversations with aging parents. (bestinterest.libsyn.com) Chad talks with Mike Piper author of "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.
Strategy When it comes to investing, more activity doesn't guarantee better results. In fact, just the opposite is true. (awealthofcommonsense.com) Focus on the role bonds play in your portfolio. (sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. (thereformedbroker.com) Japan The Nikkei is up some 30% YTD.
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-June A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-June I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last few months, and a key question is off prices will soften again later 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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 266 thousand initial claims, up from 261 thousand last week. • Also at 8:30 AM, Retail sales for May is scheduled to be released. The consensus is for a no change in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for June.
Statement here. Hawkish pause with dot plot showing 50bp of additional hikes! Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. In March, the FOMC participants’ midpoint of the target level for the federal funds rate was somewhat above 5.125%. The FOMC participants’ midpoint of the target range is now at 5.625%.
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.
Several industry observers close to Cetera say the timeline is set and former Fidelity executive Mike Durbin, CEO of the holding company, will take control of the firm after an upcoming recapitalization with private equity owner Genstar.
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a modest pace. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated. The U.S. banking system is sound and resilient.
Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
The Consumer Price Index for Urban Consumers (CPI-U) released for May puts the year-over-year inflation rate at 405%. It is well above the 3.75% average since the end of the Second World War and above its 10-year moving average, now at 2.64%.
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.
Since mid-May, the $2.4 billion AUM firm has launched programs providing education and support to recently retired individuals, next-gen investors and student athletes.
By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Imagine a world where a single company has a market capitalization of $10 trillion. For reference, Apple, one of the world’s most valuable companies as today, has a market cap of $2.8 trillion. And yet, if we take a step back and look at the history of corporate growth and stock market expansion, a $10 trillion company may not be as farfetched as it seems.
There are many ways individuals become suddenly wealthy. Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning.
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.
Manchester United Ltd.’s stock MANU rallied another 2.3% Wednesday to put it on track for a nearly three-month high, buoyed by a report that Qatar’s Sheikh Jassim bin Hamad al-Thani is set to be announced as the preferred bidder. The report came Monday from Qatar’s Al-Watan newspaper. Sheikh Jassim has been battling British billionaire Sir Jim Ratcliffe for control of the club after the controlling Glazer family said they would consider selling.
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?
Ameritas Regional Vice President David Murphy decided to go into the insurance and financial services industry while in college. As a quarterback for Holy Cross football team in Worcester, MA, he became interested when the upperclassmen captain of the team went into the industry, but that’s not the only reason he wanted to be a financial services professional.
Tesla Inc.’s stock TSLA keeps rallying, as they rose 1.9% in premarket trading Wednesday toward a 14th-straight gain. The electric vehicle giant’s stock, which set a fresh record on Monday with its 12th-straight gain, has rocketed 41.5% over the past 13 trading sessions. Late Tuesday, Tesla raised starting prices in the U.S. for its Model Y EVs by $250, after the company had cut prices earlier this year to boost sales.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
333 
Let's personalize your content