IRS Warns of Rampant Fraud Scams and Identity Theft
Wealth Management
AUGUST 30, 2023
The agency urges maintaining robust security measures to protect clients.
Wealth Management
AUGUST 30, 2023
The agency urges maintaining robust security measures to protect clients.
Calculated Risk
AUGUST 30, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending August 25, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 2.3 percent on a seasonally adjusted basis from one week earlier.
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Wealth Management
AUGUST 30, 2023
They’re always a good idea, whether required or not.
Calculated Risk
AUGUST 30, 2023
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 3.9% Below Peak; Price-to-rent index is 7.6% below recent peak Excerpt: It has been over 17 years since the bubble peak. In the June Case-Shiller house price index released yesterday, the seasonally adjusted National Index (SA), was reported as being 65% above the bubble peak in 2006.
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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 30, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Abnormal Returns
AUGUST 30, 2023
Podcasts Peter Lazaroff talks with Tyler Olsen about strategically paying down student debt. (peterlazaroff.com) Captain FI talks financial independence with Jonathan Clements. (captainfi.com) Frazer Rice talks longevity and aging with Phil Pearlman of the Pearl Institute. (open.spotify.com) Morgan Housel on the difference between intelligence and smarts.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
AUGUST 30, 2023
Strategy Why the low interest rate era has come to an end. (ft.com) Generating alpha is more than just stock selection. (flyoverstocks.com) Who is to blame for the behavior gap? (ritholtz.com) ETFs 2023 is on track for a record number of ETF closures. (wsj.com) The SEC's logic in the Grayscale case was flawed. (ft.com) Economy The labor market is not all that tight.
Wealth Management
AUGUST 30, 2023
But was it worth the cost of getting a the private letter ruling?
Nerd's Eye View
AUGUST 30, 2023
Non-compete agreements (where a company prohibits an employee from working for competitors, at least for a certain period of time) are often used to help companies protect their investment in the employee (e.g., the time and money spent training the employee) as well as preventing the employee from taking the company's best practices to a new job at a competitor.
Calculated Risk
AUGUST 30, 2023
From the Las Vegas Visitor Authority: July 2023 Las Vegas Visitor Statistics With the highest July Occupancy since before the pandemic, Las Vegas visitation surpassed 3.5M visitors, approximately 1% ahead of last July. Overall hotel occupancy reached 85.2% for the month (+1.8 pts YoY) as Weekend occupancy reaching 92.6% (+1.5 pts YoY), and Midweek occupancy reached 82.2%, surpassing last July by 3.1 pts.
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
AUGUST 30, 2023
A smattering of companies set to test the market for stock listings is igniting hopes across Wall Street
Calculated Risk
AUGUST 30, 2023
From the BEA: Gross Domestic Product, Second Quarter 2023 (Second Estimate) and Corporate Profits (Preliminary) Real gross domestic product (GDP) increased at an annual rate of 2.1 percent in the second quarter of 2023 , according to the "second" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP increased 2.0 percent.
Wealth Management
AUGUST 30, 2023
A pair of recent legal setbacks have Wall Street’s top cop on the defensive.
Calculated Risk
AUGUST 30, 2023
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 235 thousand initial claims, up from 230 thousand last week. • At 8:30 AM, Personal Income and Outlays, July 2023. The consensus is for a 0.3% increase in personal income, and for a 0.7% increase in personal spending.
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.
The Reformed Broker
AUGUST 30, 2023
Final Trades: Alphabet, Transocean & more from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
Calculated Risk
AUGUST 30, 2023
From the NAR: Pending Home Sales Elevated 0.9% in July, Marking Second Consecutive Monthly Increase Pending home sales increased 0.9% in July – rising for the second consecutive month – according to the National Association of REALTORS®. The Northeast and Midwest posted monthly losses, while sales in the South and West grew. All four U.S. regions saw year-over-year declines in transactions.
Trade Brains
AUGUST 30, 2023
Williams Fractal Indicator : The price movement of the security help traders to identify opportunities in future directions with the help of technical analysis tools. Trending markets are best suited to take long or short position for better profits. Among all the indicators, one of the technical indicators to use in trending markets is the Williams Fractal indicator.
Calculated Risk
AUGUST 30, 2023
From ADP: ADP National Employment Report: Private Sector Employment Increased by 177,000 Jobs in August; Annual Pay was Up 5.9% Private sector employment increased by 177,000 jobs in August and annual pay was up 5.9 percent year-over-year, according to the August ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
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.
Clever Girl Finance
AUGUST 30, 2023
A laundromat is an interesting business idea that has been around for decades. Since laundry seems to be a ubiquitous chore in most households, it could be a worthwhile opportunity to build a business around it. If you want to give this tried and true business strategy a spin, keep reading to find out how to buy a laundromat. Table of contents How to buy a laundromat Expert tip: Remember passive income takes time Is buying a laundromat a good idea?
Advisor Perspectives
AUGUST 30, 2023
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
Meb Faber Research
AUGUST 30, 2023
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation. Recorded: 8/17/2023 | Run-Time: 44:23 Summary: In today’s episode, she starts by lessons learned […] The post Episode #497: Ulrike Hoffmann-Burchardi, Tudor
Advisor Perspectives
AUGUST 30, 2023
The New York Times, Wall Street Journal, New York Magazine and The Economist have all piled on, questioning Solomon’s performance in his day job as chief executive officer of Goldman Sachs Group Inc.
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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.
NAIFA Advisor Today
AUGUST 30, 2023
NAIFA is saddened to learn that member William John Kalmer of Wauwatosa, WI, passed away August 22, 2023. After graduating from Marquette University and serving as a medic in both the Army and Air Force, Kalmer began his 51-year career in the insurance and financial service industry. He was a highly successful agent for Connecticut Mutual, MassMutual, and Partners Financial.
Advisor Perspectives
AUGUST 30, 2023
The second estimate for Q2 GDP came in at 2.1%, an increase from 2.0% for the Q1 third estimate. With a per-capita adjustment, the headline number is lower at 1.60%, a slight increase from 1.56% for the Q1 headline number.
Clever Girl Finance
AUGUST 30, 2023
If you’re one of the households relying on credit cards to get through the end of the month, it might seem like you’re in an endless cycle of debt. Fortunately, even if you can’t pay off your credit cards immediately, you still have options, including learning how to negotiate credit card debt. Table of contents What happens when you don’t make your credit card debt payments?
Advisor Perspectives
AUGUST 30, 2023
Real gross domestic product increased at an annual rate of 2.1% in Q2 2023, according to the second estimate. The latest estimate is slower than the expected 2.4% growth but is a faster pace than the Q1 2023 GDP final estimate of 2.0%.
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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?
Validea
AUGUST 30, 2023
Investors love dividends. The idea of having money deposited into your account on a regular basis can be a very attractive one. As a result, dividend-based investment strategies have become very popular. But the reality of dividend-based strategies is often very different than what the marketing behind them would lead you to believe. In this episode, we examine the reality of dividend focused investing strategies and look at whether investors might be able to accomplish their goals more successf
Advisor Perspectives
AUGUST 30, 2023
The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. The latest index unexpectedly edged higher to 77.6, representing a 0.9% increase from last month. This is the second straight month pending home sales have increased and is higher than the expected -0.6% decline. Pending home sales are down 14.0% compared to one year ago.
Norman Marks
AUGUST 30, 2023
As the CAE of multiple internal audit departments[1] that were considered world class by members of the board[2], top executives[3], consultants[4], and team members, I would deliberately not comply with the IIA’s Global Internal Audit Standards (as drafted).
Advisor Perspectives
AUGUST 30, 2023
Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q2 GDP second estimate, three out of the four components made positive contributions and one component made negative contributions.
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