Wealth Management

APRIL 18, 2023

During Autism Awareness Month, a financial advisor and father of two kids with autism sheds light on how to help those in the "invisible" population.

Financial Advisor 312

Financial Advisor Clients Planning 312

Calculated Risk

APRIL 18, 2023

Today, in the CalculatedRisk Real Estate Newsletter: March Housing Starts: Most Multi-family Under Construction Since 1973 Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 716 thousand single family units (red) under construction (SA). This was down in March compared to February, and 112 thousand below the recent peak in April and May 2022.

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Wealth Management

APRIL 18, 2023

Current inflation levels are much closer to past peaks than the official series would suggest.

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Calculated Risk

APRIL 18, 2023

From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately‐owned housing starts in March were at a seasonally adjusted annual rate of 1,420,000. This is 0.8 percent below the revised February estimate of 1,432,000 and is 17.2 percent below the March 2022 rate of 1,716,000. Single‐family housing starts in March were at a rate of 861,000; this is 2.7 percent above the revised February figure of 838,000.

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Clients

Wealth Management

APRIL 18, 2023

A new survey finds 27% of people aged 59 and older have no money set aside for their later years.

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Retirement 303

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. What's unique about Charesse though, is how she has founded a consulting firm that doesn’t just try to teach financial advisors how to systematize and automate, and instead actually works as an outsourced provider to build and impl

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Consulting Financial Advisor Education Accounting 246

Abnormal Returns

APRIL 18, 2023

Quant stuff The difference between the Spearman and Pearson coefficients. (mrzepczynski.blogspot.com) Traders often come up with a strategy and then try to justify it. (priceactionlab.com) Factors Factors aren't forever. How exposure decay over time. (alphaarchitect.com) The case for factor timing. (institutionalinvestor.com) Equity risk premium More evidence that the vast majority of stock market returns come from a handful of stocks.

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Portfolio Investing Investments Marketing 246

Wealth Management

APRIL 18, 2023

Julie Littlechild's practice management consultancy's recently launched "Engagement Engine" wants to drag the client survey into the digital age.

Clients 264

Clients Engineering Consulting Management 264

Abnormal Returns

APRIL 18, 2023

Strategy Four questions you should ask yourself before making an investment. (behaviouralinvestment.com) Due diligence hasn't changed. (theinformation.com) AI What's holding AI in getting deployed in finance? (ft.com) AI is computationally intensive. (theinformation.com) Intel ($INTC) has stopped making Bitcoin mining chips. (coindesk.com) Apple Apple ($AAPL) devices just have better resale values.

Financial Advising 241

Financial Advising Taxes Media Economy 241

Wealth Management

APRIL 18, 2023

The robo advisor failed to tell some clients its tax-loss harvesting service only checked accounts on alternating days and not daily, as some materials claimed, according to the commission.

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Taxes Commission Accounting Clients 264

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

The Reformed Broker

APRIL 18, 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: ►Goldman/Netflix Earnings – Stocks edge higher. ►Too Bearish – Has bearish equity positioning gone too far? ►Small Business Stress – “Only 1 in 4 small businesses think they could stay open for.

Investing 236

Investing Investments Marketing Marketing 236

Wealth Management

APRIL 18, 2023

More than a quarter of advisors, including a third of wirehouse advisors, believe cryptocurrencies will collapse on a more spectacular scale in 2023 than the FTX-led plunge in 2022, according to a new survey.

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The Reformed Broker

APRIL 18, 2023

The ‘Investment Committee’ weigh in on the traditional 60/40 portfolio from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Portfolio Investing Investments 222

Wealth Management

APRIL 18, 2023

Two bills put forward last week by U.S. Rep. Andy Barr would tie the SEC registration threshold to CPI and amend venture capital rules.

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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 Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Assets Investing Investments Valuation 163

Wealth Management

APRIL 18, 2023

SVB advisors have until April 23 before the firm leaves the protocol, but that assumes the advisor looking to leave has already done some due diligence, says one RIA attorney.

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Calculated Risk

APRIL 18, 2023

For fun, here is a graph of economist Arthur Okun's misery index (popularized by President Reagan). Okun added inflation and the unemployment rate together as a measure of "misery". Click on graph for larger image. Currently YoY inflation is at 5.0%, and the unemployment rate is at 3.5% for a "misery index" value of 8.5. This is down from 9.6 in February, and below the median of 9.6 over the last 50 years.

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Wealth Management

APRIL 18, 2023

Thursday, May 11, 2023 | 4:00 PM ET

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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

APRIL 18, 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 March (a leading indicator for commercial real estate). • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts.

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Banking Economics 147

Wealth Management

APRIL 18, 2023

FiComm founder and CEO Megan Carpenter details what firms that have seen the most growth are doing correctly, and what they're doing differently.

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A Wealth of Common Sense

APRIL 18, 2023

Whenever there is an extreme move in the economy or markets most people want a simple explanation. We want a single variable to explain what just happened. Interest rates rose because of X. We went into a recession because of Y. Stocks crashed because of Z. But when it comes to something as complicated as the economy or markets, it’s never just one variable.

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Economy Marketing Marketing 145

Wealth Management

APRIL 18, 2023

Direct indexing is just one component of Vestmark's VAST, a kind of personalized unified managed account, which allows for tax optimization and transition services across the entire portfolio.

Taxes 147

Taxes Accounting Portfolio Management 147

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Accounting

Advisor Perspectives

APRIL 18, 2023

FINRA has released new data for margin debt, now available through March. The latest debt level is at 645.43 billion, up 3.4% month-over-month (MoM) and down 19.3% year-over-year (YoY). However after adjusting for inflation, debt level is up 3.0% MoM and down 23.1% YoY.

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Wealth Management

APRIL 18, 2023

Year to date, 62 exchange-traded funds have been liquidated or delisted, more than double the number seen in that same span last year.

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Numbers Marketing Marketing 130

The Irrelevant Investor

APRIL 18, 2023

Today’s Animal Spirits is brought to you by PacerETFs: See here for more information on the Pacer Cash Cow ETF Series On today’s show, we discuss: Fed pause wouldn’t necessarily refresh the Stock Market What do Americans want in a European Vacation? Fewer Americans Want to beat the Stock Market? Avoid the cost of ‘being human’ The myth of the broke Millennial AI clones teen girls voice in $.

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Marketing Marketing 100

Wealth Management

APRIL 18, 2023

Strategists from BlackRock Investment Institute favor public and private investments as well as tactical holdings of bonds.

Portfolio 130

Portfolio Investing Investments 130

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Sales

Million Dollar Round Table (MDRT)

APRIL 18, 2023

By John C. Moshides, CLU, ChFC There were three critical decisions I made throughout my career that helped me grow. They took me to MDRT, then Court of the Table and, ultimately, Top of the Table. (Read about qualifying for MDRT.) Those decisions were attending the MDRT Annual Meeting, joining a study group and hiring a coach. Attending the MDRT Annual Meeting Coming to this meeting is both a game changer and a life changer.

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Integrity Financial Planning

APRIL 18, 2023

If you are headed toward retirement soon, or you have just retired, you may find yourself wondering, “Is my nest egg enough?” It’s a common question and one that causes a lot of people a lot of reasonable anxiety. Because retirement finances are much more about prediction than they are about facts and assurances, it can be hard to feel confident that you will have enough to carry you through your entire retirement.

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Retirement Medical Budgeting Financial Planning 98

Steve Sanduski

APRIL 18, 2023

Guest: Amit Dogra , President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to manage and grow their business effectively. In a Nutshell: In 2022, I crunched the numbers from Charles Schwab’s 2022 RIA Benchmarking Study and spotted an alarming trend: net organic revenue growth is almost non-existent in our industry.

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Clients Management Numbers Investing 96

Advisor Perspectives

APRIL 18, 2023

If you're not creating valuable blog content, regularly posting it on your website and sharing it through social media, you are missing attention from countless potential clients.

Media 95

Media Clients 95

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Accounting