Calculated Risk
MAY 21, 2025
Today, in the Real Estate Newsletter: In Q1 2025, 19% of Units Started Built-for-Rent were Single Family Brief excerpt: Along with the monthly housing starts report for April released last week, the Census Bureau also released Housing Units Started by Purpose and Design through Q1 2025. The first graph shows the number of single family and multi-family units started with the intent to rent.
Wealth Management
MAY 21, 2025
According to the Justice Department, Julie Anne Darrah would target elderly clients (some of whom were receiving end-of-life care), earn their trust and then steal their money.
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Calculated Risk
MAY 21, 2025
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI April 2025: Billings continue to decline at architecture firms The AIA/Deltek Architecture Billings Index (ABI) score declined to 43.2 for the month. Billings have declined for 28 of the last 31 months, since they first dipped back into negative territory following the post-pandemic boom.
Wealth Management
MAY 21, 2025
Minneapolis-based Thrivent aims to expand its advisor workforce by 600 in 2025, addressing industry trends of an aging workforce and demand for purpose-driven advice.
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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
The Big Picture
MAY 21, 2025
Few outsiders think new stores, no matter how well-conceived, will get Apple back on the hot-growth path… Maybe its time Steve Jobs stopped thinking quite so differently. BusinessWeek , May 21, 2001 24 years to the day — May 21, 2001 — a Businessweek1 commentary explained why the newfangled Apple Stores were destined to fail. This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” In the spirit of t
Wealth Management
MAY 21, 2025
A summary of a recent U.S. Tax Court case in which a taxpayer's charitable deduction was allowed despite an unqualified appraisal.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 21, 2025
Ryan Nauman is joined by Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management and the increasing importance of customizable model portfolios, transparency, proactive communication, and adaptability in modern wealth management practices.
Abnormal Returns
MAY 21, 2025
Podcasts Christine Benz talks with JL Collins about the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life." (morningstar.com) Dan Haylett talks with Fritz Gilbert about his 10 Commandments of Retirement. (podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S.
Wealth Management
MAY 21, 2025
There are real-world consequences to entering into a complex marriage without a prenup or financial plan.
Calculated Risk
MAY 21, 2025
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.1 percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending May 16, 2025. The Market Composite Index, a measure of mortgage loan application volume, decreased 5.1 percent on a seasonally adjusted basis from one week earlier.
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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
MAY 21, 2025
Former Abacus Wealth Partners Co-CEO Mary Beth Storjohann leaves to launch new RIA Allora Wealth, while Neela Hummel becomes sole CEO of the $3.3B firm.
Abnormal Returns
MAY 21, 2025
Markets High yield bonds have bounced back. (morningstar.com) Short interest is ticking higher. (ft.com) Companies Retailers have only so much margin to sacrifice to tariffs. (nytimes.com) Some additional tariff math. (axios.com) AI OpenAI is buying Jony Ive's AI startup. (theverge.com) Google ($GOOGL) has a big AI lever to pull - Chrome. (spyglass.org) What does CoreWeave ($CRWV) actually do?
Wealth Management
MAY 21, 2025
Summit Financial takes minority stakes in Parsons Broach Financial Services and Grandview Square Financial, adding to its Summit Growth Partners initiative.
Calculated Risk
MAY 21, 2025
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 initial claims of 232 thousand, up from 229 thousand last week. Also at 8:30 AM, Chicago Fed National Activity Index for April. This is a composite index of other data.
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
MAY 21, 2025
The firm wants the court to issue a temporary restraining order against former bank branch advisor Patrick Durham as FINRA arbitration progresses.
Advisor Perspectives
MAY 21, 2025
Debt collectors have been unpopular since ancient times, but they play a necessary role in the lending lifecycle. Their jobs are not easy: I recall one collector noting that there are few ways to communicate with defaulted borrowers.
Wealth Management
MAY 21, 2025
Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.
Alpha Architect
MAY 21, 2025
In the evolving landscape of financial technology, innovative methods are emerging to assess creditworthiness. One such approach involves analyzing borrowers' facial expressions during loan applications to predict delinquency risk. This study explores this novel intersection of psychology, machine learning, and finance. A Good Sketch is Better than a Long Speech was originally published at Alpha Architect.
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
MAY 21, 2025
Lido Advisors partners with HPS Investment Partners, joining Charlesbank Capital Partners to fuel expansion. Deal expected to close in Q3 2025.
Advisor Perspectives
MAY 21, 2025
US equities are likely to drive the global rally in the coming months on an improving corporate earnings outlook and a weaker dollar, according to cross-asset strategists at Morgan Stanley.
Wealth Management
MAY 21, 2025
Explore the New York LLC Transparency Act's requirements for beneficial ownership reporting and its potential revisions following federal CTA definition changes.
Advisor Perspectives
MAY 21, 2025
Nvidia Corp. chief Jensen Huang blasted the “failure” of US restrictions intended to help contain China’s technological ascent, calling on the White House to lower barriers to AI chip sales before American firms cede that market to up-and-coming rivals such as Huawei Technologies Co.
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
MAY 21, 2025
The 34-person team at Smith Anglin will become a Hightower firm, keeping its Dallas base and focus on advising clients in the airline industry.
Advisor Perspectives
MAY 21, 2025
This isn’t about selling — at all. It’s about problem-solving and helping — it’s about offering an opportunity to change someone’s life. Remember, they can always say “no.
Wealth Management
MAY 21, 2025
Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting.
Validea
MAY 21, 2025
When evaluating stocks, many investors are familiar with the price-to-earnings (P/E) ratio a classic valuation metric. But flip that ratio and you get the sometimes overlooked metric: earnings yield. In this article, well break down what earnings yield is, why it can be more useful than the P/E ratio in certain contexts, and how you can use it to find potentially undervalued stocks, whether it be using the tools on Validea or other research services.
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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
MAY 21, 2025
Mark Israel will lead technology for Focus Financials national network of advisors and partners, replacing retiring CTO David Fike.
Leading Advisor
MAY 21, 2025
The more I use AI in my workfrom ChatGPT to Otter to automation dashboardsthe more I realize something uncanny: These tools dont just speed us… The post Your Business Is a Mirror: What AIand AwarenessReveal About Your Leadership appeared first on Leading Advisor - Simon Reilly.
Wealth Management
MAY 21, 2025
Angeles Wealth Management adds Cameron Rogers, expanding its female leadership and expertise in serving high-net-worth clients and women investors.
Advisor Perspectives
MAY 21, 2025
Bitcoin options traders are setting their sights on much higher prices while the largest cryptocurrency flirts with its fairly recent all-time high.
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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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