Alternatives Fundraising from Retail Investors on Track to Reach $115B in 2024
Wealth Management
JULY 24, 2024
Robert A. Stanger & Co. raised its forecast for the year after strong inflows during the first half of 2024.
Wed.Jul 24, 2024
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New Home Sales Decrease to 617,000 Annual Rate in June; Median New Home Price is Down 9% from the Peak
Calculated Risk
JULY 24, 2024
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 617,000 Annual Rate in June Brief excerpt: The Census Bureau reports New Home Sales in June were at a seasonally adjusted annual rate (SAAR) of 617 thousand. The previous three months were revised up sharply, combined. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
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IRS Collects More than $1B in Past-Due Taxes from the Ultra-Wealthy
Wealth Management
JULY 24, 2024
The agency continues to ramp up its enforcement efforts.
At The Money: Behavior Beats Intelligence
The Big Picture
JULY 24, 2024
At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your returns than does any single data point. Full transcript below : ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.
Live Demo - Supercharge your Month End Close
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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
Focused on the Future: Liz Nesvold on Why M&A Is Not a Business Strategy
Wealth Management
JULY 24, 2024
Emigrant Partners' Liz Nesvold details the three areas firms need to focus on to ensure future success.
Wednesday links: untold moving pieces
Abnormal Returns
JULY 24, 2024
Strategy For investors, inflation is the enemy. (disciplinefunds.com) Three investment myths, debunked. (morningstar.com) Crypto A big opening day for spot Ethereum ETFs. (theblock.co) An option for those who still want to custody their own Bitcoin. (theblock.co) AI Charlie Warzel, "Whether you believe that AI executives are delusional or genuinely on the verge of constructing a superintelligence, you should be concerned about how much power they’ve amassed.
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More Trending
New Home Sales Decrease to 617,000 Annual Rate in June
Calculated Risk
JULY 24, 2024
The Census Bureau reports New Home Sales in June were at a seasonally adjusted annual rate (SAAR) of 617 thousand. The previous three months were revised up sharply, combined. Sales of new single-family houses in June 2024 were at a seasonally adjusted annual rate of 617,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
IRS Releases Final Regs on Required Minimum Distributions
Wealth Management
JULY 24, 2024
Certain 10-year designated and successor beneficiaries get no extension.
AIA: Architecture Billings Declined in June; Multi-family Billings Declined for 23rd Consecutive Month
Calculated Risk
JULY 24, 2024
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI June 2024: Business conditions remain soft at architecture firms Billings at firms decreased for the seventeenth consecutive month , with an AIA/Deltek Architecture Billings Index (ABI) score of 46.4 (any score below 50 means that billings declined).
401(k) Real Talk Episode 115: July 24, 2024
Wealth Management
JULY 24, 2024
Open, honest and candid discussion about Human Interest, advisor use of AI, more 401(k) plan haters and the top stories so far this year.
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
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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
MBA: Mortgage Applications Decreased in Weekly Survey
Calculated Risk
JULY 24, 2024
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending July 19, 2024. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.2 percent on a seasonally adjusted basis from one week earlier.
To Guarantee or Not Guarantee: That’s the Question
Wealth Management
JULY 24, 2024
How this decision affects insurance product suitability.
Thursday: GDP, Unemployment Claims, Durable Goods
Calculated Risk
JULY 24, 2024
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 238 thousand initial claims, down from 243 thousand last week. • Also at 8:30 AM, Gross Domestic Product, 2nd quarter (advance estimate), and annual update.
The Power of Teaming
Wealth Management
JULY 24, 2024
Discover unique benefits and dedicated support with Wells Fargo Advisors' teaming program.
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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.
Animal Spirits: Living the Dream
A Wealth of Common Sense
JULY 24, 2024
Today’s Animal Spirits is brought to you by Global X and Fabric: See here to learn more about Global X’s suite of ETFs Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: The Biggest Winners in the Stock Market Household Wealth Gains Are a Tailwind to Consumer Spending American Borrowers Are on Shakier Ground.
Unique Assets: An Often-Overlooked Strategy for Ultra-High-Net-Worth Clients
Wealth Management
JULY 24, 2024
Thursday, August 22, 2024 | 2:00 PM ET
“Caring” is Often a Cover for “Transactional”
Advisor Perspectives
JULY 24, 2024
Here’s how to conduct yourself as an advisor if you want to demonstrate that you care about your clients.
US Spot-Ether ETFs Exceed $100M Net Inflow in Debut
Wealth Management
JULY 24, 2024
Over $1 billion worth of shares traded across the nine spot Ethereum ETFs during their debut on Tuesday.
What Your Financial Statements Are Telling You—And How to Listen!
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.
Scott Hanson and Pat McClain on Secrets to 30 Years of Partnership and Growing Allworth Financial to $20 Billion in AUM
Steve Sanduski
JULY 24, 2024
Guests: Scott Hanson and Pat McClain , founding principals of Allworth Financial. In a Nutshell: There’s an old bit of sage business advice about getting a partner: Don’t! My guests today are an exception to the rule (err, joke). Over their 30-year partnership, Scott Hanson and Pat McClain built Allworth Financial from $10 million to $20 billion in AUM.
401(k) Real Talk Transcript for July 24, 2024
Wealth Management
JULY 24, 2024
Transcript of Episode 115 of 401(k) Real Talk.
Brea(d)th of Life: Market Leadership Shifts
Advisor Perspectives
JULY 24, 2024
While it's too early to declare small caps' recent outperformance as a meaningful trend shift, we continue to think high-quality companies and industries will likely perform well.
Don't Hedge Equities With Equities
Random Roger's Retirement Planning
JULY 24, 2024
A few days ago I bagged on a strategist from Vanguard for telling investors to stick with bonds in a 60/40 portfolio allocation. In that post we put together a 60/10/10/10/10 portfolio with just 10% to bonds and the other 10% sleeves into different alts that each represented uncorrelated return streams. I modeled the strategist's idea for mixing domestic and foreign equities and bonds and also incorporated his idea into our comparison portfolio.
How to Avoid Pitfalls In Automation: Keep Humans In the Loop
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.
The cyberthreat landscape of the 2024 Olympics
SEI
JULY 24, 2024
As the 2024 Paris Olympics draw near, in the digital arena, a different kind of competition unfolds—the race to secure the Games against cyberthreats.
Why “Behavioral Style” Matters in the Workplace
Advisor Perspectives
JULY 24, 2024
Whether the discussion is about training, coaching, or consulting on roles and responsibilities, the topic of behavioral style – that is, sameness and differences – often gets missed.
Risk is a range and not a point. Now assess it
Norman Marks
JULY 24, 2024
One of the errors that many make is thinking that the level of risk from an event (such as an earthquake, fire, supply chain disruption, interest rate change, currency fluctuation, etc.) is a single point. A single effect or consequence with a single likelihood. Nope.
US Spot-Ether ETFs Exceed $100 Million Net Inflow in Debut
Advisor Perspectives
JULY 24, 2024
US exchange-traded funds investing directly in Ether achieved overall net inflows of $107 million on their first day of trading in launches that will provide a window onto mainstream crypto demand outside of Bitcoin.
Book of Secrets on the Month-End Close
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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.
Personal finance links: the big picture
Abnormal Returns
JULY 24, 2024
Podcasts Peter Lazaroff talks with Darius Foroux, author of "The Stoic Path to Wealth: Ancient Wisdom for Enduring Prosperity." (peterlazaroff.com) Larry Wilmore talks with Scott Galloway author of "The Algebra of Wealth." (theringer.com) Noah Kagan talks with Bill Perkins author of "Die With Zero." (noahkagan.com) Dan Haylett talks about repurposing your life in retirement with Suzanne Campi.
Cryptocurrencies: Bitcoin and Ether Reach One Month High
Advisor Perspectives
JULY 24, 2024
Bitcoin's price reached their highest level in over a month this past week. BTC is currently up ~49% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 7/23/24.
Untangling The IRS’s New Finalized (And Proposed) Regulations: The 10-Year Rule, Trust Beneficiaries, Spousal Beneficiaries, Annuities, And More!
Nerd's Eye View
JULY 24, 2024
When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts. One of the biggest changes was to eliminate the prior "stretch" treatment of post-death distributions for most non-spouse beneficiaries, who are now subject to the so-called 10-Year Rule requiring beneficiaries to fully distribute inherited retirement accounts by the end of the 10th year following the original account owner's death.
Two-Year Treasuries See Record Investor Demand at Auction
Advisor Perspectives
JULY 24, 2024
Investors flocked to the US Treasury’s monthly sale of two-year notes in a powerful demonstration of faith in Federal Reserve interest-rate cuts beginning this year.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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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