Calculated Risk

SEPTEMBER 10, 2024

From Dodge Data Analytics: Dodge Momentum Index Rises 3% in August The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 2.9% in August to 220.4 (2000=100) from the revised July reading of 214.2. Over the month, commercial planning expanded 1.9% and institutional planning improved 5.7%. “Owners and developers continued to prime the planning queue in August, ahead of next year’s anticipated stronger market conditions,” stated Sarah Martin, associate director of forecasti

Healthcare 300

Healthcare Planning Retail Economics 300

Wealth Management

SEPTEMBER 10, 2024

John Duane and Gregory Giantsos are launching BrookBridge Private Wealth under LPL’s high-net-worth-focused model, LPL Private Wealth Management.

Wealth Management 298

Wealth Management Management 298

Calculated Risk

SEPTEMBER 10, 2024

Notes: This CoreLogic House Price Index report is for July. The recent Case-Shiller index release was for June. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual US Home Price Growth Dips Below 5% as Summer Brings Notable Cooling to the Housing Market • U.S. home prices posted a 4.3% year-over-year gain in July, with no states posting double-digit gains. • Home prices showed no gains in July compared with the month before

Sales 290

Sales Marketing Marketing 290

Wealth Management

SEPTEMBER 10, 2024

The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.

Startup 290

Startup 290

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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

Accounting

Abnormal Returns

SEPTEMBER 10, 2024

Quant stuff AI is not just another technology. (blogs.cfainstitute.org) Using machine learning for portfolio optimization. (blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' (capitalspectator.com) Poker as a tool to learn trading. (wsj.com) Trend following Why trend following won't go away any time soon.

Marketing 267

Marketing Marketing Risk Management Portfolio 267

Wealth Management

SEPTEMBER 10, 2024

Wealth management executives discussed how their firms are responding to criticism of DEI initiatives during a recent WealthManagement.com think tank.

Wealth Management 284

Wealth Management Management 284

Wealth Management

SEPTEMBER 10, 2024

The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.

Assets 283

Assets 283

Calculated Risk

SEPTEMBER 10, 2024

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. • At 8:30 AM, The Consumer Price Index for August from the BLS. The consensus is for a 0.2% increase in CPI, and a 0.2% increase in core CPI.

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Wealth Management

SEPTEMBER 10, 2024

One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.

Retail 275

Retail Financial Advisor 275

Calculated Risk

SEPTEMBER 10, 2024

Today, in the Real Estate Newsletter: ICE Mortgage Monitor: House Price Growth Slows, 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.

Sales 182

Sales Marketing Marketing 182

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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

Clients

Wealth Management

SEPTEMBER 10, 2024

The wirehouse is accusing Corbin Hoffner of abruptly departing for Raymond James and soliciting the clients of a recently retired advisor just days after he took over the accounts.

Retirement 272

Retirement Accounting Clients 272

Nerd's Eye View

SEPTEMBER 10, 2024

Welcome everyone! Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demonstrate h

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Wealth Management

SEPTEMBER 10, 2024

Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart. These are among the investment must reads we found this week for wealth advisors.

Investments 264

Investments Investing Wealth Advisor Assets 264

A Wealth of Common Sense

SEPTEMBER 10, 2024

I’m not good at timing the markets. I’m not good at predicting turning points. I don’t know when certain asset classes, stocks, or strategies will over- or underperform. I do know nothing is more dependable in the markets than cycles. John Templeton famously said the four most dangerous words in investing are “this time is different.” The hard part about cycles is sometimes things really are.

Assets 129

Assets Investments Investing Marketing 129

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.

Management

Wealth Management

SEPTEMBER 10, 2024

The Global X U.S. Infrastructure Development ETF (PAVE) has overtaken Cathie Wood’s ARK Innovation ETF (ARKK) as the biggest thematic fund.

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Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. With life expectancy increasing and the future of social security uncertain, building a nest egg for your retirement years has become more crucial than ever.

Retirement 40

Retirement Risk Tolerance Investments Investing 40

Million Dollar Round Table (MDRT)

SEPTEMBER 10, 2024

By Michael Joseph Haggerty, CPCA, CFP Life insurance or critical illness insurance isn’t something people often want to think about, let alone seek out an insurance agent or financial advisor to purchase. What people dream about, though, is buying their own home, which frequently requires a mortgage. I discovered then if I first provided mortgages to clients and showed them my value, everything else would fall into place.

CFP 103

CFP Insurance Financial Advisor Clients 103

Advisor Perspectives

SEPTEMBER 10, 2024

How do you convey your value and convince qualified prospects that hiring you will be a worthwhile investment without breaching your compliance obligations as an advisor?

Compliance 98

Compliance Marketing Marketing Investments 98

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.

Numbers

Financial Symmetry

SEPTEMBER 10, 2024

Retirement planning is a delicate process, and you need to carefully consider your various income streams, including Social Security benefits. For those of us who plan to continue working during retirement while claiming Social Security, it’s important to understand how … Continued The post The Financial Benefits and Drawbacks of Working During Retirement, Ep #224 appeared first on Financial Symmetry, Inc.

Retirement 67

Retirement Retirement Planning Planning 67

Steve Sanduski

SEPTEMBER 10, 2024

In a Nutshell: Steve and Amy Koenig , a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there’s no drop in service. Sometimes there’s a personality mismatch. Sometimes goals aren’t aligned.

Clients 59

Clients Communication Financial Advisor Planning 59

Advisor Perspectives

SEPTEMBER 10, 2024

How do you convey your value and convince qualified prospects that hiring you will be a worthwhile investment without breaching your compliance obligations as an advisor?

Compliance 59

Compliance Investments Investing 59

SEI

SEPTEMBER 10, 2024

Industry Trend for Increased Access to Alternatives Presents Growth Opportunity

Investments 59

Investments Investing 59

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.

Accounting

Trade Brains

SEPTEMBER 10, 2024

People like to roam around to different places to experience nature, relieve stress, and enjoy themselves with their close ones. The tourism prospers the hospitality sector in many ways. The demand upsurge is due to improvements in income, and affordability and this has opened up people’s purses to spend on luxury stays to rest. Many Indian Hotel chains are looking up to this demand and are increasing the rooms to cater to the increasing demand.

License 52

License Portfolio Marketing Marketing 52

SEI

SEPTEMBER 10, 2024

Leveraging data is critical to making confident decisions that drive growth.

Investments 52

Investments Investing 52

Random Roger's Retirement Planning

SEPTEMBER 10, 2024

As we've looked at before, there is plenty of research to support going heavy into various forms of trend following. Meb Faber has talked about this quite a few times, the ReturnStacked ETFs exist because of this idea and here's another article that also talks about it by Optimal Momentum. The following was interesting, obviously citing Ray Dalio; This is obviously a drum we've been banging for years for the most part.

Portfolio 52

Portfolio Management Taxes Clients 52

Walkner Condon Financial Advisors

SEPTEMBER 10, 2024

Health Savings Accounts (HSA) were introduced in 2003 as a means to both reduce overall healthcare spending and encourage Americans to save for increasing healthcare expenses. Learn about the important variables to consider when opening an HSA with Walkner Condon Financial Advisors.

Accounting 52

Accounting Healthcare Financial Advisor 52

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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.

Accounting

Diamond Consultants

SEPTEMBER 10, 2024

The good, the bad, and the ugly details that advisors and next gen inheritors need to be aware of before signing on the dotted line. On paper, enhanced succession plans like Merrill’s recently announced CTP, are a no brainer for both retiring and inheriting advisors alike. Yet, the reality is more nuanced. Merrill is not alone in offering a retire-in-place program such as CTP.

Retirement 52

Retirement Recruitment Clients Compliance 52

Your Richest Life

SEPTEMBER 10, 2024

Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. But with so much conflicting advice everywhere you look, how are you supposed to know which strategies will work best for you? Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start.

Investments 52

Investments Investing Risk Tolerance Financial Planner 52

Validea

SEPTEMBER 10, 2024

Peter Lynch is renowned for his “buy what you know” philosophy and stellar track record managing Fidelity’s Magellan Fund. While Lynch looked for companies he understood, he also relied heavily on quantitative metrics to find attractive investments. Validea has created a model based on Lynch’s approach that scores stocks according to key criteria he emphasized.

Electronics 52

Electronics Retail Manufacturing Sales 52

Advisor Perspectives

SEPTEMBER 10, 2024

On the back of recent cooling in economic growth, an uptick in unemployment, and moderating inflation, the Federal Reserve (Fed) looks set to begin its rate-cutting cycle at its September meeting.

Economics 52

Economics 52

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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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