Wealth Management
AUGUST 8, 2023
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Abnormal Returns
AUGUST 8, 2023
Quant stuff James Picerno, "In short, there are no silver bullets for building a solid backtest." (capitalspectator.com) How ChatGPT can suss out information in company filings. (marginalrevolution.com) Quants have beliefs: in their systems not a narrative. (mrzepczynski.blogspot.com) C-suite How the stock ownership of medical device company CEOs affects recalls.
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Wealth Management
AUGUST 8, 2023
Banks are facing a tough market in trying to sell their commercial real estate loans, reports Bloomberg. The GOP and commercial real estate executives are teaming up against a Treasury Department proposal to impose new taxes on REITs, according to Commercial Observer. These are among the must reads from around the commercial real estate industry today.
Nerd's Eye View
AUGUST 8, 2023
Welcome back to the 345th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Lori Van Dusen. Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issue
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Wealth Management
AUGUST 8, 2023
Flat rent growth in recent months and a higher cost of capital have made even well-capitalized players more cautious.
Abnormal Returns
AUGUST 8, 2023
Strategy Don't make your investments based on who is in the White House. (retirementresearcher.com) When do dividend-focused strategies outperform? (morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. (asia.nikkei.com) Taiwan Semi ($TSM) is building a big chip factory in Germany. (retirementresearcher.com) Weight loss In a study, Novo Nordisk’s ($NVO) Wegovy not only helped people lose weight but also reduced their risk of cardiovascular
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
AUGUST 8, 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.
Wealth Management
AUGUST 8, 2023
And avoid uncomfortable conversations about bill discrepancies.
The Reformed Broker
AUGUST 8, 2023
Final Trades: CVS, Chubb, Morgan Stanley & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
AUGUST 8, 2023
In all, the CFTC announced penalties of $260 million, while the SEC said that firms had agreed to pay it $289 million.
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.
Calculated Risk
AUGUST 8, 2023
From the NY Fed: Total Household Debt Reaches $17.06 Trillion in Q2 2023; Credit Card Debt Exceeds $1 Trillion The Federal Reserve Bank of New York's Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows a slight uptick in total household debt in the second quarter of 2023, increasing by $16 billion (0.1%) to $17.06 trillion.
The Reformed Broker
AUGUST 8, 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: ►A Textbook Buyable Dip – “Developing as a Textbook Seasonal Correction” ►Higher Rates? NBD – “S&P 500 Companies Are Still Benefiting From the Era of Low Interest Rates” ►Reason.
Calculated Risk
AUGUST 8, 2023
From Dodge Data Analytics: Dodge Momentum Index Recedes 1% in July The Dodge Momentum Index (DMI), issued by Dodge Construction Network, declined 0.9% in July to 193.4 (2000=100) from the revised June reading of 195.1. Over the month, the commercial component of the DMI remained relatively flat, ticking down 0.2%, while the institutional component fell 1.9%.
Advisor Perspectives
AUGUST 8, 2023
Here is a tale of two families who were alike in many ways, including political and religious beliefs, income, and net worth. But they were drastically different in how they approached aging.
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.
Calculated Risk
AUGUST 8, 2023
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $65.5 billion in June , down $2.8 billion from $68.3 billion in May, revised. June exports were $247.5 billion, $0.3 billion less than May exports. June imports were $313.0 billion, $3.1 billion less than May imports. emphasis added Click on graph for larger image.
NAIFA Advisor Today
AUGUST 8, 2023
What is a Modern Elder? The Modern Elder Academy describes modern elders as people in midlife (45–65) or older who are as curious as they are wise.
Calculated Risk
AUGUST 8, 2023
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in July A brief excerpt: This is the first look at several early reporting local markets in July. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
A Wealth of Common Sense
AUGUST 8, 2023
In the grand scheme of things consumer debt is still a relatively new phenomenon. Back in the 1800s and early 1900s banks didn’t extend consumer loans widely because most people assumed consumer credit was too dangerous. The assumption was consumers needed protection from themselves. This is still true for some people but the economy never would have grown as much as it has if there wasn’t so much borrowing.
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.
Million Dollar Round Table (MDRT)
AUGUST 8, 2023
By Kate Zabriskie To prospects and clients, financial advisors seem to offer similar products. The difference is in client service. In this area, there may be much room for improvement as sometimes we unnecessarily complicate service and client interactions. When that happens, at best, those decisions make the client experience less enjoyable. At worst, unneeded complexity opens the door to complaints, bad reviews and competitors.
Advisor Perspectives
AUGUST 8, 2023
The most frequent question I’m asked when mentoring newer advisors is, “How do I demonstrate my value to prospects?
The Irrelevant Investor
AUGUST 8, 2023
Today’s Animal Spirits is brought to you by YCharts: Submit your email here to receive 20% off a YCharts subscription for new clients On today’s show, we discuss: Even when the stock market goes up it still goes down On the ‘course’ to a new normal Dalio says the $73t great wealth transfer isn’t just from boomers to millennials – it’s from the government to you and me Americans ow.
Fortune Financial
AUGUST 8, 2023
Healthcare Costs After Retirement — Securing Your Parents’ Future Retirement is a long-awaited phase of life where individuals can enjoy the fruits of their labor and enjoy well-deserved rest. However, one significant concern that often lingers in the minds of retirees and their families is healthcare costs. With medical expenses on the rise, planning for healthcare during retirement becomes crucial to ensure a secure future.
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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.
Advisor Perspectives
AUGUST 8, 2023
See how to tackle the obstacles advisors commonly cite to making the transition to fee-based with guidance, best practices, and insights to help you pave the way to a fee-based model.
Trade Brains
AUGUST 8, 2023
Double Top and Double Bottom Chart Patterns: Every trend no matter how significant it is eventually comes to an end. At the end of these trends lies a trading opportunity for reversal. In order to take advantage of these opportunities one has to be able to identify the reversals patterns in the price of the security. While there are various technical tools that can help one in identifying reversals in the market, chart patterns are a classic way to do so.
ModernAdvisor
AUGUST 8, 2023
Commentary Encouraging inflation data created a note of optimism that this interest rate tightening cycle is peaking. The narrative is how central banks can engineer a so-called Goldilocks scenario of cooling the economy without mis-stepping and becoming overly restrictive. Not too hot, not too cold. The concern is that inflation becomes ingrained and lasts longer than expected.
Advisor Perspectives
AUGUST 8, 2023
Advisors are increasingly turning to OCIOs to differentiate their firms, increase profitability and scale their businesses through gained efficiencies.
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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?
Zoe Financial
AUGUST 8, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 8, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down and so was Nasdaq. The sell-off in stocks and bonds came in the back of Fitch downgrading the U.S. government credit rating. We had mixed data for jobs and wages.
Advisor Perspectives
AUGUST 8, 2023
The headline number for the NFIB Small Business Survey increased to 91.9 in July. The latest reading was just above the forecast of 90.6. This marks the 19th consecutive month the index has been below the series average of 98. The index is at the 14th percentile in this series.
Tobias Financial
AUGUST 8, 2023
Our team at Tobias Financial Advisors is always looking for ways to improve our service. After recently launching our updated financial portal to provide an enhanced experience when viewing your account information, we are excited to announce that our Tobias Mobile application is also updated and ready to download! Through it, you will have access to your investment portfolio anytime, anywhere you go.
FMG
AUGUST 8, 2023
We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Creating Incredible Content Marketing Assets via Advisorpedia Every piece of content that you create can be used to drive leads to your business and convert prospects to clients. Key Insight Whether you are creating a blog, a video, an email, etc…whatever you are creating you can repurpose this into other content that can be used for years!
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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.
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