This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from economist Danielle Hale: Weekly Housing Trends View — Data Week Ending June 24, 2023 • Active inventory growth stalled completely, with for-sale homes lagging behind year ago levels for the first time in 59 weeks. As mortgage rates surged in 2022, buyers saw costs soar, and a large number of shoppers reoriented their housing plans.
The DOL reported : In the week ending June 24, the advance figure for seasonally adjusted initial claims was 239,000 , a decrease of 26,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 264,000 to 265,000. The 4-week moving average was 257,500, an increase of 1,500 from the previous week's revised average.
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
From the NAR: Pending Home Sales Shrunk 2.7% in May Pending home sales shrunk 2.7% in May from the previous month , according to the National Association of REALTORS®. Three U.S. regions posted monthly losses, while sales in the Northeast surged. All four regions saw year-over-year declines in transactions. “Despite sluggish pending contract signings, the housing market is resilient with approximately three offers for each listing,” said NAR Chief Economist Lawrence Yun, “The lack of housing inv
From the BEA: Gross Domestic Product (Third Estimate), Corporate Profits (Revised Estimate), and GDP by Industry, First Quarter 2023 Real gross domestic product (GDP) increased at an annual rate of 2.0 percent in the first quarter of 2023 , according to the "third" estimate released by the Bureau of Economic Analysis. In the fourth quarter, real GDP increased 2.6 percent.
From the BEA: Gross Domestic Product (Third Estimate), Corporate Profits (Revised Estimate), and GDP by Industry, First Quarter 2023 Real gross domestic product (GDP) increased at an annual rate of 2.0 percent in the first quarter of 2023 , according to the "third" estimate released by the Bureau of Economic Analysis. In the fourth quarter, real GDP increased 2.6 percent.
Invitation Homes is reportedly near a deal to buy 2,000 single-family rental homes from Starwood Rentals. The Commercial Observer profiled economist Sam Chandan. These are among the must reads from around the real estate investment world heading into the weekend.
Companies Overstock.com is going all-in on the Bed Bath & Beyond name. (theinformation.com) Downtown retail has more than just a crime problem. (bloomberg.com) AI Why AI is worthy of the 'mega-trend' title. (institutionalinvestor.com) AI is going to have a mixed effect on Google ($GOOGL). (barrons.com) Where is the new wave of customer-focused AI companies?
For most financial advisory firm owners, ensuring that their business or practice is remunerative and that it can remain viable is often a key priority. And while there are many factors that help owners determine whether their firm is making enough money to profitably sustain itself, one common variable that can help them adjust their net revenue is the fee they charge to clients for financial planning services.
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.
From STR: STR: U.S. hotel results for week ending 24 June U.S. hotel performance remained mostly flat from the previous week, and year-over-year comparisons remained mixed, according to STR‘s latest data through 24 June. 18-24 June 2023 (percentage change from comparable week in 2022): • Occupancy: 71.4% (-1.0%) • Average daily rate (ADR): US$159.00 (+0.9%) • Revenue per available room (RevPAR): US$113.58 (-0.1%) emphasis added The following graph shows the seasonal pattern for the hotel occupan
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.
Commissioned by the U.S. House Committee on Appropriations, the study confirms views that mandatory arbitration agreements imposed by fiduciary-bound RIAs can unfairly limit clients' ability to seek legal remedies from wrongful actors.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays, May 2023. The consensus is for a 0.4% increase in personal income, and for a 0.2% increase in personal spending. And for the Core PCE price index to increase 0.4%. PCE prices are expected to be up 3.8% YoY, and core PCE prices up 4.7% YoY. • At 9:45 AM, Chicago Purchasing Managers Index for June. • At 10:00 AM, University of Michigan's Consumer sentiment index
Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.
My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. ( Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! ( Musings on Markets ) • For Trend-Setting Family Offices—and Those Following Their Lead—Timing Is Key : Investors are sensing a regime shift in the market but capturing it will take careful planning.
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.
Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.
Real gross domestic product increased at an annual rate of 2.0% in Q1 2023, according to the third estimate. This is slower than the Q4 2022 GDP third estimate of 2.6% growth but faster than the initial estimate of 1.1% growth and the second estimate of 1.3% growth.
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.
A reader asks: What’s the incentive here to buy AAA Corporate debt vs. just buying U.S. T-bills that are yielding slightly higher and are risk-free? Is this normal? I have good data from the Federal Reserve on AAA-rated corporate bond yields and 3-month T-bill yields going back to 1934. No, it is not normal for T-bills to yield more than corporate bonds: Out of the nearly 1,100 months in this data, T-bill yields we.
Fidelity Digital Assets has filed an application for a spot bitcoin exchange traded fund, after its previous filing was rejected by the U.S. Securities and Exchange Commission in 2022. Fidelity’s latest move follows similar filings by BlackRock, Invesco, Wisdom Tree, Valkyrie, and Bitwise. The SEC approved several bitcoin futures-based ETFs in the past, but has yet to greenlight anything that is backed by bitcoin itself.
Social Security can be a confusing topic and everyone’s social security strategy is specific to their circumstances, life expectancy, financial situation, etc. The decision you make about when to file will impact the rest of your life and can make a difference worth thousands of dollars over your lifetime. Here are a few helpful facts, tips, and resources that can help you better understand Social Security benefits.
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?
It’s pretty easy to have a great time in retirement. You’re not working. You can focus on family and friends and do what you want. But you might find that without a plan, you feel a little aimless. If you’re looking to get the most out of retirement, what should you do? What strategies should you be using? Have an active social life When you’re working, it can be easy to just put your head down and focus on the maintenance of everyday life.
The World Health Organization’s cancer research arm is poised to declare the artificial sweetener aspartame as “possibly carcinogenic to humans” as early as next month, Reuters reported, citing two sources with knowledge of the matter. Aspartame is used in products ranging from diet Coca-Cola to Mars’ Extra chewing gum and certain Snapple drinks. The move will be the first by the International Agency for Research on Cancer, or IARC, the news agency reported.
Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q1 GDP third estimate, three out of the four components made positive contributions and one component made negative contributions.
Shares of Mullen Automotive Inc. MULN slipped 0.2% toward another record low in premarket trading Thursday, even after the electric-vehicle maker announced its first revenue recorded with the sale of 22 EV cargo vans. The company said the sale to Randy Automotive Group generated $308,000 in revenue, which will be recorded in company’s fiscal third-quarter, which ends June 30.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content