Wealth Management
JULY 18, 2023
While fundraising levels have declined a bit from previous years, consistent returns, tax credits and lower risk continue to attract equity from a variety of investor types.
Calculated Risk
JULY 18, 2023
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 56, up from 55 last month. Any number above 50 indicates that more builders view sales conditions as good than poor. From the NAHB: Builder Confidence Edges Higher Despite Rising Rate Concerns Low existing inventory that is keeping demand solid for new homes helped to push builder confidence up in July even as the industry continues to grapple with rising mortgage rates, elevated construction costs an
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
JULY 18, 2023
The volume of commercial real estate loan distress rose in 70% of the country’s largest metropolitan areas in June. The Wall Street Journal looks at how a record-breaking land sale in Miami came apart. These are among today’s must reads from around the commercial real estate industry.
Nerd's Eye View
JULY 18, 2023
Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nancy Hetrick. Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.
Advertisement
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
JULY 18, 2023
The second quarter earnings report was the first since Lindsay Hans and Eric Schimpf took over as co-presidents of the division. They succeeded Andy Sieg, who departed for Citigroup in May.
Calculated Risk
JULY 18, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, Housing Starts for June. The consensus is for 1.450 million SAAR, down from 1.631 million SAAR in May. • During the day: The AIA's Architecture Billings Index for June (a leading indicator for commercial real estate).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 18, 2023
Today, in the Calculated Risk Real Estate Newsletter: NMHC: "Apartment Market Continues to Loosen" A brief excerpt: Apartment market conditions continued to weaken in the National Multifamily Housing Council’s (NMHC’s) Quarterly Survey of Apartment Market Conditions for July 2023, as the Market Tightness (26), Sales Volume (40), Equity Financing (22) and Debt Financing (18) indexes all came in well below the breakeven level (50). • The Market Tightness Index came in at 26 this quarter – below th
Wealth Management
JULY 18, 2023
As Jerry Maguire wrote, deeper relationships with fewer clients is the future.
The Reformed Broker
JULY 18, 2023
Final Trades: Quest Diagnostics, Keysight & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
JULY 18, 2023
LPL is currently searching for a new CMO, with Heather Carter planning to depart after the firm’s annual advisor conference next month.
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.
Calculated Risk
JULY 18, 2023
On a monthly basis, retail sales were up 0.2% from May to June (seasonally adjusted), and sales were up 1.5 percent from June 2022. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for June 2023, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $689.5 billion, up 0.2 percent from the previous month , and up 1.5 percent above June 2022.
Wealth Management
JULY 18, 2023
Do credit spreads provide information on the economy and equity markets?
Calculated Risk
JULY 18, 2023
From the Fed: Industrial Production and Capacity Utilization Industrial production declined 0.5 percent in June for a second consecutive month but advanced 0.7 percent at an annual rate for the second quarter as a whole. Manufacturing output moved down 0.3 percent in June but rose 1.5 percent in the second quarter. In June, the indexes for mining and utilities fell 0.2 percent and 2.6 percent, respectively.
Wealth Management
JULY 18, 2023
The Innovator Equity Defined Protection ETF, which began trading under the ticker TJUL, offers investors complete downside protection.
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
JULY 18, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings Season – Morgan Stanley, Bank of America, Charles Schwab, JB Hunt. ►Goldilocks – A new goldilocks period for equities ►Credit Crunch – Is this the start of it?
Wealth Management
JULY 18, 2023
Capital constraint is everyone’s problem.
Discipline Funds
JULY 18, 2023
If you looked at a chart of the yield curve (YC) in the USA you’d be absolutely convinced that this indicator is a recession predictor. After all, it has a nearly flawless track record predicting recessions in the USA. But if you looked outside the USA the data is much more mixed. This 2010 NBER paper found that the yield curve i s not as predictive as you might think if you only looked at US data.
Wealth Management
JULY 18, 2023
Thursday, August 17, 2023 | 2:00 PM ET
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.
Million Dollar Round Table (MDRT)
JULY 18, 2023
By Mike Beirne, MDRT Round the Table editor Taking part in a longstanding tradition and recharging professionally, MDRT members gathered from around the world in Nashville, Tennessee, USA, for the 2023 Annual Meeting, which was held from June 25 to 28, to share best practices and tips. Here are a few of those ideas excerpted from Round the Table. Sell the appointment It’s very important that I do not sell or give a presentation to my client’s friend during the introduction meeting with the clien
Wealth Management
JULY 18, 2023
Strong arguments exist for and against a spot Bitcoin ETF.
A Wealth of Common Sense
JULY 18, 2023
There are many definitions of wealth. Some people equate wealth to your income level. Others assume having a lot of stuff must mean you’re wealthy. Still others believe there is a specific number followed by a few zeroes and some commas that define wealth. Your financial situation is some combination of math and emotions so a rich life means different things to different people.
Wealth Management
JULY 18, 2023
A huge range of talent — from chefs to nannies to accountants — are being hired by the wealthy and managed by their family offices.
Advertisement
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.
Advisor Perspectives
JULY 18, 2023
Falling airfare prices in the U.S. don’t appear to have any effect on airlines’ revenue, according to Goldman Sachs. In fact, Delta just reported record revenue and profits in the June quarter.
Wealth Management
JULY 18, 2023
In the fast-evolving wealth management industry, professionals and investors eagerly await the hottest trends to shape their strategies over the next 12 months. Hear what trends the experts at Wealth Management 2023 will be keeping an eye on over the coming months.
The Irrelevant Investor
JULY 18, 2023
Today’s Animal Spirits is brought to you by Argent Capital: See more information here for Argent Capitals Mid Cap Strategy On today’s show, we discuss: The stock market’s up big this year — but not because of earnings growth Investors Are Bailing on Cathie Wood’s Popular ARK Fund Pay Raises Are Finally Beating Inflation After Two Years of Falling Behind Europeans Are Becoming Poorer. ‘Yes, We’re.
Validea
JULY 18, 2023
As earnings reports roll in over the next few weeks, the $10 trillion global stock market will face a crucial test, according to an article in Bloomberg. S&P 500 companies are forecasting a profit loss of 9% for the second quarter, and the drop may be as big as 12% in Europe. What will happen next is up for debate. Some strategists are skeptical that companies will be able to rebound in the second half of the year, and market watchers will be paying careful attention to following: The AI Eff
Advertisement
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?
Trade Brains
JULY 18, 2023
Best Volatility Indicators : Markets move very quickly, and to gain the advantage of fast-moving markets, volatility trading is a great way to potentially capture the uncertainty or any big events in the market. Volatility trading with technical analysis helps traders to gain the opportunity of trend breakouts and entry/exit signals to manage the risk in placed positions.
Validea
JULY 18, 2023
As earnings reports roll in over the next few weeks, the $10 trillion global stock market will face a crucial test, according to an article in Bloomberg. S&P 500 companies are forecasting a profit loss of 9% for the second quarter, and the drop may be as big as 12% in Europe. What will happen next is up for debate. Some strategists are skeptical that companies will be able to rebound in the second half of the year, and market watchers will be paying careful attention to following: The AI Eff
Advisor Perspectives
JULY 18, 2023
Ironically, many advisors allow their prospects to avoid being decisive.
SEI
JULY 18, 2023
Committed to employee growth, skill development, and engagement. Read how our internal mobility program is creating opportunity from within.
Advertisement
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.
Expert insights. Personalized for you.
246 
Let's personalize your content