Calculated Risk
JUNE 24, 2024
Altos reports that active single-family inventory was up 2.2% week-over-week. Inventory is now up 28.4% from the February seasonal bottom, and at the highest level since July 2020. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 21st, inventory was at 634 thousand (7-day average), compared to 621 thousand the prior week.
Wealth Management
JUNE 24, 2024
Six ways to help clients gain peace of mind regarding inflation.
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Abnormal Returns
JUNE 24, 2024
Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman. (youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. (etf.com) Daniel Crosby talks with Nuala Walsh, author of "TUNE IN: How to Make Smarter Decisions In a Noisy World." (standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for.
Wealth Management
JUNE 24, 2024
DC leaders at the 2024 RPA Retirement Income Roundtable discuss how and when adoption will come.
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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
Nerd's Eye View
JUNE 24, 2024
The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation.
Wealth Management
JUNE 24, 2024
The new company, Fisher Retirement Solutions, will be run by Ken Fisher’s son, Nathan Fisher.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 24, 2024
Gerald Bernard argues that he co-founded Wealth Enhancement Group and the firm reneged on paying him "finder's fees" for deals.
Calculated Risk
JUNE 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A brief excerpt: Although inventory is well below normal levels, so are sales. I think we need to keep an eye on months-of-supply. Historically nominal prices declined when months-of-supply approached 6 months - and that is unlikely this year - but we could see months-of-supply back to 2019 levels later this year.
Wealth Management
JUNE 24, 2024
Focus partner SCS has tapped Lane MacDonald, the former head of Fidelity’s family office, while Certuity appoints Scott Welch, Dynasty’s former CIO.
Abnormal Returns
JUNE 24, 2024
Markets Nvidia ($NVDA) is clearly a great company, but is it a great stock? (bloomberg.com) Europe's value stocks have driven a lot of the continent's underperformance. (albertbridgecapital.com) Prosus trades well below the value of its big stake in Tencent. (wsj.com) Finance Some former FTX customers now regret selling their bankruptcy claims at a big discount.
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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
JUNE 24, 2024
Qdeck's Jag Prakasam and Keebeck's Bruce Lee discuss AI in depth.
Calculated Risk
JUNE 24, 2024
From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.21% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance declined slightly to 0.21% as of May 31, 2024. According to MBA’s estimate, 105,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020.
Wealth Management
JUNE 24, 2024
These funds lost the most money over the last 30 days.
Advisor Perspectives
JUNE 24, 2024
Will the energy transition, from fossil fuel to other sources of energy, happen? It seems almost sacrilegious to suggest that it might not, or that the transition will be halting and incomplete.
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
JUNE 24, 2024
At the United Planners Connect 24 conference, a key focus was on change management and fostering advisor independence.
A Wealth of Common Sense
JUNE 24, 2024
Today’s Talk Your Book is brought to you by Harbor Capital: See here to learn more about Harbor Capital and here for further disclosures On today’s show, we discuss: Inspiration for growth managers Concentration within the Russell 1K and the S&P 500 How growth managers deal with high-performing markets What market concentration means for growth stocks How interest rates affect valuation What deflation me.
Wealth Management
JUNE 24, 2024
When faced with a health crisis, one advisor says the support of his business family helped save his life.
XY Planning Network
JUNE 24, 2024
Cybersecurity or Information Security—“infosec” for the “buzzier” crowd—has made the news in many areas over the last decade. Some large, highly targeted organizations with sophisticated security teams have fallen victim to a breach. Embarrassingly enough, in most cases, the initial breach was something basic, such as entering credentials into a phishing website or not having Multi-Factor Authentication (MFA) enabled on accounts.
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
JUNE 24, 2024
Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.
Advisor Perspectives
JUNE 24, 2024
New home construction slumped to the weakest level in four years in May, confirming a trend that’s been evolving for the past few months — residential construction is once again acting as a drag on economic growth in the US.
Wealth Management
JUNE 24, 2024
Cyber security, tools and resources, and general brain storming are just some of the key areas businness look to United Planners for guidance.
MainStreet Financial Planning
JUNE 24, 2024
If you plan to work past age 65 you will want to plan carefully around signing up for Medicare to avoid costly penalties. Here are some points to consider when deciding to sign up for Medicare at age 65 or delay until you have retired. Medicare Enrollment It’s important to sign up for Medicare coverage when you are first eligible unless you have other coverage similar in value to Medicare (like from an employer).
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
JUNE 24, 2024
Why recent trends have seen business owners shift to consolidation.
Alpha Architect
JUNE 24, 2024
Trading costs, discontinuous trading, missed trades, and other frictions, along with asset management fees can cause a shortfall between live and paper portfolios. The focus of this paper is to test an effective rebalancing method that prioritizes trades with the strongest signals to capture more of the factor premia while reducing turnover and trading costs.
Wealth Management
JUNE 24, 2024
How advisor Zach Daniels prioritizes client relationships in a people-first, advisor-second approach.
Advisor Perspectives
JUNE 24, 2024
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
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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.
Wealth Management
JUNE 24, 2024
David Walker, partner at Baird Wealth Strategy Group, took the leap and purchased an established practice with surprising results.
Advisor Perspectives
JUNE 24, 2024
Maximizing tax alpha for clients is not just a niche strategy but a vital component of comprehensive financial planning. It empowers advisors to capture their piece of the $600 billion opportunity and differentiate their practice, while providing unparalleled service and value to their clients.
Wealth Management
JUNE 24, 2024
United Planners prioritizes customer support with record-fast response times.
Advisor Perspectives
JUNE 24, 2024
A well-thought-out long-game thesis can stay intact for long periods with slight adjustments when needed. Like a long and straight drive in golf, when your macroeconomic thesis proves correct, a good portion of your investing job is done.
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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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