This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
From the Federal Reserve: The July 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices The July 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) addressed changes in the standards and terms on, and demand for, bank loans to businesses and households over the past three months, which generally correspond to the second quarter of 2024.
Altos reports that active single-family inventory was up 1.0% week-over-week. Inventory is now up 38.4% from the February seasonal bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of August 2nd, inventory was at 684 thousand (7-day average), compared to 677 thousand the prior week. This is the highest level of inventory since June 2020 ; however, inventory is still far below pre-pandemic levels.
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
Markets Bryce Elder, "The “long Japanese equities/short yen” trade worked until it didn’t." (ft.com) Market sentiment got way too bullish. (allstarcharts.com) Strategy There's always a (different) reason to sell. (theirrelevantinvestor.com) Investors need to plan for down markets. (awealthofcommonsense.com) If you sell stocks, you have to decide when to get back in.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the July 2024 seasonally adjusted annual sales rate (SAAR) of 485 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the July 2024 seasonally adjusted annual sales rate (SAAR) of 485 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
From Matthew Graham at Mortgage News Daily: Lowest Mortgage Rates in More Than a Year As of Friday, the average top tier 30yr fixed mortgage rate was merely at the lowest levels of 2024. A modest additional drop this morning brought that number to the lowest level since April 2023. In the big picture, rates have been moving consistently lower due to an ongoing bond market rally that began in May.
A new all-in-one tech stack includes components of Wealthscape, eMoney, and Advyzon, while an advisory bundle includes Wealthscape, eMoney and FMAX Essentials, a slimmed down version of FMAX.
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: Existing Home Inventory Surges in Florida and Texas Brief excerpt: The local data I track is indicating that Florida and Texas inventory is above normal, whereas inventory is still low in most of the country. • Nearly every major market (98%) is seeing more for-sale inventory than at this time last year, with the largest rises in Tampa (+98%), Orlando (+82%), North Port (+80%) and Palm Bay, Fla. (+79%) and Denver (+78%) • One in four ma
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Glenn Frank alleges that the leaders of his firm told him he would “be removed from his clients’ service teams” immediately if he didn’t take a subordinate role to younger advisors, according to the suit.
Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. (kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. (youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors. (capitalallocators.com) Frazer Rice talks with Brian C.
Houston, We Have Turbulence The S&P 500 fell 2.0% last week, declining for the third consecutive week, but unlike the past few weeks, this time the selling was across the board. Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. We still think a recession can be avoided, but risks have increased.
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
The global market was roiled over the weekend following Friday’s lackluster US jobs report and the biggest crash of Japanese equities in over a decade.
Welcome to the August 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Orion and Riskalyze have both announced that they are "unbundling" several key components of their previously all-in-one offerings, highlighting how, after more than a decade and hundreds of millions
Glenn Frank alleges that the leaders of his firm told him he would “be removed from his clients’ service teams” immediately if he didn’t take a subordinate role to younger advisors, according to the suit.
In today's digital age, marketing—especially digital marketing—is crucial to any business strategy. As marketing evolves, so do the regulations designed to prevent fraud and ensure fair practices. So, what does this mean for RIAs regarding their marketing efforts and staying compliant? Map your client's journey from prospect to happy customer with this easy-to-use Marketing Funnel Template.
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.
Thomas Drapala , RSSA, is Director of Strategic Partnerships, Registered Social Security Analysts, and a passionate advisor and educator with deep expertise in Social Security. He is also a keynote speaker at NAIFA's Apex , September 19-21, at the Arizona Biltmore.
What does a “private equity firm” do? You may not know or care. Yet one of these specialized companies might possibly own your favorite restaurant—or your hospital.
On today’s Talk Your Book, we are joined by Mike Simonsen, Founder and President of real estate analytics firm Altos Research (a firm acquired by HousingWire Media) See here and here to learn more about Mike’s research on residential housing On today’s show, we discuss: The beginnings of Mike’s real estate research business How housing data has affected the behavior of real estate market participa.
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.
Is this the beginning of the inevitable bear, where these then-most-valuable stocks could get clobbered? Here’s what history teaches us about the current concentrated market and the current correction.
Back-to-school for your family may mean you are trying to figure out how to pay for private school tuition for your K-12 student(s)! If you are thinking about tapping your 529 plans to help cover the cost, you may want to rethink that decision. Since 2018, the federal tax code allows 529 plans to be used for up to $10,000 per year to pay for qualified K-12 tuition.
With the Q2 GDP advance estimate and the July close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 195.0%, down from 197.4% the previous quarter.
As a result of the trading required to capture the premiums that drive factor strategies investors may face significant tax liabilities. The challenge for the portfolio manager is to incorporate tax-efficient trading practices at each rebalance to mitigate tax impacts and ultimately avoid sacrificing excess returns. That is certainly a tall order, but it is [.
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.
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the July 2024 close.
NAIFA invites members to consider putting their name forward as a nominee to serve on the Department of Labor’s ERISA Advisory Council or the Federal Reserve Board’s Insurance Policy Advisory Committee. Details for each are below. If selected, you will be tasked with leveraging your expertise to provide critical input on the important role financial advisors and insurance producers play in securing Americans’ futures.
Cryptocurrencies reeled from a bout of risk aversion in global markets on Monday, at one point sending Bitcoin down more than 16% and saddling second-ranked Ether with the steepest fall since 2021.
Shortly after the market opened on Monday I took this screen shot of the Vanguard S&P 500 ETF (VOO) along with a bunch of derivative income funds that one way or another base off the S&P 500. I should note that ISPY is in my ownership universe. The term 'downside protection' is often included in the marketing of these funds. Today was a great example of why that is a bad expectation to have, or I should say an unreliable expectation to have.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
329 
Let's personalize your content