Wealth Management
SEPTEMBER 27, 2023
Family offices are relying more on salary increases and incentive compensation to compete for talent, according to a new survey by Morgan Stanley’s Single Family Office Advisory group.
Calculated Risk
SEPTEMBER 27, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 22, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 1.3 percent on a seasonally adjusted basis from one week earlier.
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Wealth Management
SEPTEMBER 27, 2023
Oil, gas and energy ETFs posted the best returns over the last three years.
The Big Picture
SEPTEMBER 27, 2023
Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist The post Where’s Everyone Going? appeared first on The Big Picture.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
SEPTEMBER 27, 2023
If found guilty, they may be liable for up to $1 billion in back taxes and fines.
Abnormal Returns
SEPTEMBER 27, 2023
Podcasts Joe Weisenthal and Tracy Alloway talk with Morgan Housel about how to think about money. (podcasts.apple.com) Christine Benz and Jeff Ptak talk with Michael Santoli about the state of the stock market and economy. (morningstar.com) Home ownership House ownership isn't for everyone. (awealthofcommonsense.com) Why you should keep track of the tax basis of your house.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
SEPTEMBER 27, 2023
When it comes to advising clients on student loan issues, many financial advisors might first think about recent graduates seeking advice regarding the most effective way to pay down their balances. However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education.
Wealth Management
SEPTEMBER 27, 2023
Patrick “Pat” Ricketts and Mindy Helfrich of Vintage Financial Group have more than four decades of total industry experience and have worked together for more than 10 years.
Calculated Risk
SEPTEMBER 27, 2023
Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.
Wealth Management
SEPTEMBER 27, 2023
The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned Wealthspire Advisors RIA.
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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
Calculated Risk
SEPTEMBER 27, 2023
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 206 thousand initial claims, up from 201 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 2nd Quarter 2023 (Third Estimate), and Corporate Profits (Revised) The consensus is that real GDP increased 2.2% annualized in Q2, up from the second estimate of 2.1%.
Wealth Management
SEPTEMBER 27, 2023
The bottom line isn’t to predict what will be audited, but to understand that these days, anything could be audited.
The Reformed Broker
SEPTEMBER 27, 2023
Stocks stage late-day comeback amid September slump from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Wealth Management
SEPTEMBER 27, 2023
A helpful and powerful tool for charitably inclined clients with complex assets.
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 Big Picture
SEPTEMBER 27, 2023
My mid-week morning train reads: • 24 Things I Believe About Investing : Simple beats complex, timing matters less than your holding period, and a good strategy you can stick with is vastly superior to a great one you can’t. ( A Wealth of Common Sense ) • Even a Booming Economy Can’t Save Atlanta’s Office Market : Sunbelt city offers warning to others hoping to fill up office towers. ( Wall Street Journal ) • Private Equity’s Slow Carnage Unleashes a Wave of Zombies : A historic shakeup is thre
Wealth Management
SEPTEMBER 27, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Calculated Risk
SEPTEMBER 27, 2023
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 3.4% Below Peak; Price-to-rent index is 7.4% below recent peak Excerpt: It has been over 17 years since the bubble peak. In the June Case-Shiller house price index released yesterday, the seasonally adjusted National Index (SA), was reported as being 66% above the bubble peak in 2006.
Wealth Management
SEPTEMBER 27, 2023
One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey.
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.
Trade Brains
SEPTEMBER 27, 2023
Indian Railways is on a continuous growth path and ranks as the world’s 4th biggest railway network, along with this, the Vandhe Bharat Express is a game-changer for Indian Railways as it aims to modernise Indian Railways by improving connectivity, security, sanitation and speed. But it doesn’t stop there! These trains are not just fuel efficient but also help reduce carbon emissions, making them eco-friendly and promoting sustainable transportation.
Advisor Perspectives
SEPTEMBER 27, 2023
A financial crisis, following the 5.50% hike in Fed funds and similar increases in all bond yields, is virtually inevitable.
The Irrelevant Investor
SEPTEMBER 27, 2023
September has a long history of disappointing investors. Going back to 1928, it has by far delivered the worst monthly return for investors. And true to form, it’s done so again, with the S&P 500 down nearly 6% on the month. As you can see from the chart below, seasonal weakness tends to occur in the back half of the month, and wouldn’t you know it, that’s what happened this time around.
Advisor Perspectives
SEPTEMBER 27, 2023
Too many industry “experts” make value out to be much more elusive and complicated than it is.
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.
Random Roger's Retirement Planning
SEPTEMBER 27, 2023
We've actually talked about this concept quite a few times but that name is new to me. The initial focus of this post is pointed more to advisors but there is utility here to individual investors too. Line item risk refers to when a person (client) focuses in on the one or two things in the portfolio that are doing poorly. It's human nature but depending on the holding in question, this sort of focus can be very unproductive and is a good chance for the advisor to increase clients' understanding
Advisor Perspectives
SEPTEMBER 27, 2023
It doesn’t seem that difficult. Why don’t more of us follow this advice?
Meb Faber Research
SEPTEMBER 27, 2023
Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & Global Diversification Guest: John Davi is the CEO and CIO of Astoria Portfolio Advisors, which provides ETF managed portfolios and sub-advisory services. Date Recorded: 9/14/2023 | Run-Time: 55:34 Summary: In today’s episode, John walks through his macro plus quant approach to the markets.
Advisor Perspectives
SEPTEMBER 27, 2023
China’s goal of self-reliance will certainly rely on innovation. Right now, the second-largest economy sits firmly atop the list of the World Intellectual Property Organization (WIPO) when it comes to innovation on a global scale.
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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.
Trade Brains
SEPTEMBER 27, 2023
Large Cap Stock With High FII Holdings : Large-cap stocks are Companies with a sizeable reputation and a massive investor base. These Companies have been in the markets for decades together. They would have survived any economic adversity affecting their business, managing to stay profitable. While Some, in spite of being loss-makers can still be market leaders in their industry.
Advisor Perspectives
SEPTEMBER 27, 2023
Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.
oXYGen Financial
SEPTEMBER 27, 2023
Advisor Perspectives
SEPTEMBER 27, 2023
New orders for manufactured durable goods unexpectedly rose in August, coming in at $284.75B. This is a 0.2% increase from the previous month and is better than the expected 0.5% decline. The series is up 3.5% year-over-year (YoY). If we exclude transportation, "core" durable goods were up 0.4% from the previous month and up 1.1% from one year ago.
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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?
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