The Big Picture
NOVEMBER 14, 2022
I wonder how far my view of the universe is from (objective) reality. My pal Dave Nadig suggests that we are all much further away from any sort of recognition of the true universe than we suspect. We chatted about this last week, and the more I thought about it, the further away from reality it turns out that we actually are. Best I can figure, we may all be at least six degrees 1 away from truly comprehending, well, anything: 1.
Wealth Management
NOVEMBER 14, 2022
The decrease in October moving intentions was the sixth straight and coincides with a rapid run-up in mortgage rates, according to the Federal Reserve Bank of New York survey data.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Mish Talk
NOVEMBER 14, 2022
Preparing for Proof or Reserves Casting Suspicion Suspicion of CryptoCom and GateIO. Broad Based Suspicions There broad suspicion on any other exchange linked with ArmaninoLLP Asset Swap Finger Point Back at Binance An Audit Flashback The exchanges say there is nothing abnormal in their swaps, just other exchange swaps. A Sanity Check on 17.5 Percent Interest Also consider an Increasing max APR sanity check for Oracle Lido report (emphasis mine).
Wealth Management
NOVEMBER 14, 2022
The Alec Baldwin/Rust tragedy highlights the power of the three 'R's of reputation rehabilitation.
Advertisement
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
NOVEMBER 14, 2022
These indicators are mostly for travel and entertainment. It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of November 13th. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red).
Wealth Management
NOVEMBER 14, 2022
The regulatory organization’s interest in firms’ communications on “crypto asset products and services” follows the collapse of FTX last week.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
NOVEMBER 14, 2022
The Federal Housing Finance Agency has cut down multifamily lending caps for Fannie Mae and Freddie Mac. Los Angeles Times look at how Redondo Beach, Calif., has tried to prevent the town’s growth. These are among today’s must reads from around the commercial real estate industry.
Nerd's Eye View
NOVEMBER 14, 2022
In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold. But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients,
Wealth Management
NOVEMBER 14, 2022
There’s no sign they will so far.
The Big Picture
NOVEMBER 14, 2022
My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. ( Bloomberg ). • Good News is Good News : Good News ( Irrelevant Investor ) but see also Move Over, Inflation: Here Comes the Earnings Crunch : Even as markets delight in the prospect of smaller rate increases from the Federal Reserve, earnings are becoming more of
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
NOVEMBER 14, 2022
Miami voters last week nixed a trio of proposed projects by Starwood, Related Cos. and Don Peebles, reports The Wall Street Journal. WeWork is launching a new offering aimed at finance and law firms, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.
Alpha Architect
NOVEMBER 14, 2022
Industry and factor momentum should be viewed as recent developments in the wider momentum story, although these aggregated measures of momentum lack any theoretical foundation. Is there a theoretical foundation behind industry and factor momentum was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 14, 2022
Make sure you can defend your TAMP selection in terms that benefit your clients. If you can’t, move now before an SEC examiner knocks on your door.
Calculated Risk
NOVEMBER 14, 2022
From Matthew Graham at Mortgage News Daily: Mortgage Rates Roughly Unchanged After Last Week's Huge Drop If you're just getting caught up, last Thursday was one for the record books--at least when it comes to the daily records that exist going back to 2009. No other day has seen as big of a drop in the average 30yr fixed mortgage rate (0.60%). The bonds that dictate mortgage rates lost quite a bit of ground today, but that didn't translate to any meaningful damage.
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
NOVEMBER 14, 2022
How will the defined contribution industry sell and service small and start up plans?
Calculated Risk
NOVEMBER 14, 2022
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in October A brief excerpt: This is the second look at local markets in October. I’m tracking about 35 local housing markets in the US. Some of the 35 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
NOVEMBER 14, 2022
Our panel of technology experts discuss the latest developments in integrated technology and optimal ways to streamline your front and back office.
Advisor Perspectives
NOVEMBER 14, 2022
A matter that can have large impacts on the marginal tax rates faced by individuals who obtain health insurance coverage through the ACA exchanges is the reduction of the tax credits (or subsidies) for health insurance coverage as incomes increase.
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
NOVEMBER 14, 2022
The Shanghai-based group has been informally fielding interest from potential buyers of Club Med. It could seek to value the business at around $1.5 billion in any transaction, according to the people.
Darrow Wealth Management
NOVEMBER 14, 2022
Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you do during a selloff is also crucial. Especially for equity investors, avoiding losses entirely is unrealistic. But individuals sometimes make decisions that cause preventable financial losses. Here are three ways to reduce the risk of incurring unnecessary, self-inflicted losses in a down market.
Wealth Management
NOVEMBER 14, 2022
The collapse of FTX will catalyze regulators to come into the space aggressively, but the crypto industry will be better off on the other side of it, argues Bitwise Chief Investment Officer Matt Hougan.
Advisor Perspectives
NOVEMBER 14, 2022
Toyota Motor Corp. is about to take the wraps off a revamped Prius, the latest iteration of a car that normalized the idea of owning an environmentally conscious vehicle more than two decades ago.
Advertisement
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.
XY Planning Network
NOVEMBER 14, 2022
3 MIN READ. “Knowledge is Power, Power provides Information; Information leads to Education, Education breeds Wisdom; Wisdom is Liberation. People are not liberated because of lack of knowledge.”? Israelmore Ayivor. I love learning and growing my brain, don’t you? I also love when I can immediately apply what I’ve learned, especially when I get the opportunity to do so in a professional setting.
A Wealth of Common Sense
NOVEMBER 14, 2022
Today’s Talk Your Book is brought to you by Innovator Capital Management. We had Co-Founder and CEO Bruce Bond back on the show to give us an update on buffered ETFs. On today’s show we discuss: How advisors are using the buffer ETFs in this market How the known outcome buffers work How volatility has affected the upside caps Fixed income v buffered ETFs Innovators new managed product Floors vs buffers How mar.
Advisor Perspectives
NOVEMBER 14, 2022
As a result of higher mortgage rates, an oversupply of housing and falling demand, the downturn in the housing market is only just getting started.
eMoney Advisor
NOVEMBER 14, 2022
Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt a planning-led approach are able to offer more complex plans to more people—and charge a premium for those plans. Shifting your focus to creating plans that demonstrate a holistic understanding of your client’s financial life, desired goals, and the trends that may influence them, as well as your experienced-based recommendations, will unloc
Advertisement
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?
Advisor Perspectives
NOVEMBER 14, 2022
Next month, Tesla Inc. plans to deliver the first of its electric Semi trucks—able to haul a full 40 ton-load some 500 miles on a single charge.
Good Financial Cents
NOVEMBER 14, 2022
Whether you’re a newbie or a seasoned investor, you’ve probably heard these words from a friend or family member who invests in the S&P 500: “Just buy an index fund.”. Consider the words of the billionaire investor Warren Buffet: “In my view, for most people, the best thing to do is own the S&P 500 index fund”. Warren took it one step further, once betting hedge fund manager Ted Seides $1 million that an index fund would outperform a portfolio of hedge funds over the next ten
Advisor Perspectives
NOVEMBER 14, 2022
While many investors think that IPOs are exciting, they are risky investments. Academic research shows overwhelmingly that the returns to investors are not commensurate with the risk.
Don Connelly & Associates
NOVEMBER 14, 2022
Any successful person would agree that making mistakes—and learning from them—is as vital to one’s growth and development as any training or life experience. That’s good because we’re human, and we all make mistakes. Even the brightest and most conscientious financial advisors make mistakes periodically. While mistakes that impact clients can be serious, they don’t have to be the end of the world or a career.
Advertisement
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.
Expert insights. Personalized for you.
317 
Let's personalize your content