Calculated Risk
OCTOBER 28, 2022
The BEA released the Personal Income and Outlays report for June: Personal income increased $78.9 billion (0.4 percent) in September , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI) increased $71.3 billion (0.4 percent) and personal consumption expenditures (PCE) increased $113.0 billion (0.6 percent).
Wealth Management
OCTOBER 28, 2022
Cohen & Company's Camille Clemons discusses the best practices for entering the ETF industry.
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Calculated Risk
OCTOBER 28, 2022
From the National Multifamily Housing Council (NMHC): Apartment Market Softens, Sales Put on Hold Amidst Rising Rates and Economic Uncertainty Rising interest rates caused by the Federal Reserve’s ongoing efforts to combat inflation continue to impact the multifamily business. However, it is worth noting that the overall apartment market has begun to revert to pre-pandemic trends as rent growth is decreasing.
The Big Picture
OCTOBER 28, 2022
is Mr. Market daring Jerome Powell to keep raising rates? That’s one way to read into today’s surging market — Nasdaq up 2.9%, the Dow tacking on over 800 points (2.6%), and the S&P 500 added 2.5%. Despite the carnage in big-cap tech stocks like Facebook, Amazon and Google, the Nasdaq is up 2% for the past week. The S&P500 has gained nearly 4% for the week, and is up almost 7% for the past 30 days.
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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
Calculated Risk
OCTOBER 28, 2022
From the NAR: Pending Home Sales Waned 10.2% in September Pending home sales trailed off for the fourth consecutive month in September, according to the National Association of REALTORS®. All four major regions recorded month-over-month and year-over-year declines in transactions. The Pending Home Sales Index (PHSI), a forward-looking indicator of home sales based on contract signings, slumped 10.2% to 79.5 in September.
Wealth Management
OCTOBER 28, 2022
The big fines levied against the big banks is just the beginning. For RIAs to steer clear of the SEC, they need to do more than just prohibiting the usage of certain apps.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 28, 2022
Three key factors that help open doors.
The Big Picture
OCTOBER 28, 2022
My end-of-week morning train WFH reads: • For Diving FAANG Stocks, It’s the End of an Era : The five FAANG stocks are on track for their worst simultaneous losses ever, a far cry from their late-2021 highs. The stocks—Facebook parent Meta Platforms, Apple, Amazon, Netflix and Google parent Alphabet—have posted double-digit declines this year for the first time.
Wealth Management
OCTOBER 28, 2022
This week alone brought news of an Orion, Redtail and Snappy Kraken mashup; a FMG and Catchlight partnership; and Envestnet's continued expansion plans.
Nerd's Eye View
OCTOBER 28, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers. While the rule is currently in the public comment stage, given the growing popularity of outsourcing certain tasks to free up time for other planning a
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
OCTOBER 28, 2022
Meta, Amazon and other beleaguered companies are an outsized part of many of the most popular funds.
A Wealth of Common Sense
OCTOBER 28, 2022
There are very few hard and fast rules when it comes to the markets. Nothing works all the time. The greatest investors in the world can go through multi-year periods of underperformance. The dumbest investors in the world can go through multi-year periods of outperformance. These things happen because humans control the financial markets and humans can be erratic at times.
Wealth Management
OCTOBER 28, 2022
While securities volatility lead to slightly lower total assets and soaring cash balances, LPL's earnings report showed strong quarterly recruiting, pulling in $13B in new money and adding 173 advisors.
The Irrelevant Investor
OCTOBER 28, 2022
Paul Samuelson once said, “The stock market has predicted nine of the last five recessions.” Said differently, a downturn in the market doesn’t always precede a downturn in the economy. Yes, the stock market is forward-looking, but sometimes it sees things that aren’t there. At its low, the S&P 500 was 25% below its high.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Wealth Management
OCTOBER 28, 2022
In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.
Abnormal Returns
OCTOBER 28, 2022
Bonds The bond market is setting all sorts of historical records this year. (ft.com) Why TIPS failed just when investor needed them the most. (morningstar.com) Twitter Elon Musk tried to wriggle out of it, but he is now the proud owner of Twitter. (axios.com) Twitter's time as a public company was a relative disappointment for shareholders. (finance.yahoo.com) Apple Apple ($AAPL) is working hard to rid itself of excess cash.
Wealth Management
OCTOBER 28, 2022
This week alone brought news of a Orion, Redtail and Snappy Kraken mashup; an FMG and Catchlight partnership; and Envestnet's continued expansion plans.
Calculated Risk
OCTOBER 28, 2022
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Selected Operating Results, Large Home Builders Excerpt: Below are some selected operating results from some large home builders for last quarter. Note that the sales cancellations number are derived from reported sales cancellations rates and may be off by a bit due to rounding. Deliveries and Average Sales Price.
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.
Abnormal Returns
OCTOBER 28, 2022
The biz How an idea becomes a podcast: the case of the new 'Work Appropriate' pod. (annehelen.substack.com) Is listening to audiobooks really reading? (wired.com) How to write a podcast script. (casted.us) Business Jim O'Shaughnessy talks with Jeremiah Lowin of Prefect.io about making original mistakes. (infiniteloopspodcast.com) Frazer Rice talks the business of online dating with Irina Manta of the 'Strangers on the Internet' podcast.
Calculated Risk
OCTOBER 28, 2022
From CoStar: STR: Tampa Stands Out Among US Markets in Weekly Hotel Performance U.S. hotel performance decreased slightly from the previous week but showed improved comparisons with 2019, according to STR‘s latest data through Oct. 22. Oct. 16-22, 2022 (percentage change from comparable week in 2019*): • Occupancy: 69.9% (-0.5%) • Average daily rate (ADR): $157.43 (+16.7%) • Revenue per available room (RevPAR): $110.11 (+16.1%) Among the Top 25 Markets, Tampa reported the largest increases over
The Reformed Broker
OCTOBER 28, 2022
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Mary Childs, Matt Levine, and Downtown Josh Brown discuss Matt’s epic cover-to-cover Bloomberg piece on crypto, Elon’s first moves as Twitter owner, Facebook’s collapse, the future of Credit Suisse, the best finance books, and more! You can listen to the whole thing below, or find it wherever you like to listen to yo.
The Irrelevant Investor
OCTOBER 28, 2022
Change is the only constant variable in the market. Startups mature. Incumbents become complacent. Markets get saturated. And so turnover at the top is inevitable. It’s only a matter of time before the king loses his crown. Tech still dominates the top ten list and probably will for some time, but some cracks are starting to appear in their armor.
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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.
Alpha Architect
OCTOBER 28, 2022
This article discusses the academic research about the Momentum Gap and the role that its predictive potential may have in reducing momentum crashes, hence possibly improving performance. Mind the Momentum Gap to Improve Performance was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Websites
OCTOBER 28, 2022
Nowadays, people are more interested in content that is helpful and informative as opposed to content that is sales-driven.
FMG
OCTOBER 28, 2022
Video is one of the most powerful formats for creating effective marketing content for financial service professionals. The saying goes that a picture is worth a thousand words. Well, a Forrester study found that 1.8 million words describe 1 minute of video. That’s a lot of words! . This marketing power explains why using video on landing pages increases conversions by 86%. .
Norman Marks
OCTOBER 28, 2022
How agile is your organization? Is it able to react at speed to changes in business conditions, recognizing new or changed risks and seizing new or changed opportunities? Does it have timely and sufficient information about what is changing? Is the management team able to understand what is happening or, better, what is likely about […].
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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?
Steven J. Wilson
OCTOBER 28, 2022
There are several business models that business-to-business (B2B) organizations can adopt. The most common include product/service provision, subscription, and commission. Each of these models has its own advantages and disadvantages. Product/service provision is the simplest business model for B2B organizations. In this model, businesses provide products or services to other businesses.
Mullooly Asset Management
OCTOBER 28, 2022
In this week’s podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy. Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not the market is “valued” appropriately in comparison to past drawdowns. […] In this week’s podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy.
Steven J. Wilson
OCTOBER 28, 2022
The objective of digital marketing for B2B is usually to close more deals in less time by building relationships and trust with potential customers and providing them with the information they need to make a purchasing decision. Now that digital marketing is a more accepted part of the B2B sales and marketing process, it’s time. Read more. The post Digital Marketing For B2B: 10 Tips Close More Deals In Less Time appeared first on Steven J.
Tobias Financial
OCTOBER 28, 2022
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a speaker on CNBC Your Money 2022 on Tuesday, November 1 st at 12:00 PM ET. The program features financial professionals who explore ways to maximize finances while navigating challenges such as inflation, building a financial safety net, and investing for a brighter future. .
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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