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Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High A brief excerpt: From Moodys Analytics Economists: Multifamily Continued to Defy the Supply Shock, Offices Vacancy Rate Broke Another Record, Retail Rents Drift Higher with Tight Supply, And Industrial Maintains Status Quo Amid record-level inventory growth, average vacancy rate edged up 10 bps in each of the last two quarters and finished 2024 at 6.1%, 40 bps
Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client port
Note: I covered apartments and offices in the newsletter: Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High From Moodys Analytics economists: Multifamily Continued to Defy the Supply Shock, Offices Vacancy Rate Broke Another Record, Retail Rents Drift Higher with Tight Supply, And Industrial Maintains Status Quo The retail vacancy rate remained stable at 10.3% in Q4 , putting a pause to a one-time decline in the previous quarter.
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
Advisers There is no shortage of movement among RIA C-suites. (riabiz.com) The case for delaying Social Security claiming. (thinkadvisor.com) A Q&A with Preston D. Cherry author of Wealth in the Key of Life. (thinkadvisor.com) How advisers can facilitate money discussions with clients before they get married. (thinkadvisor.com) Rising insurance costs are complicating the move for the wealthy to Florida and the like.
Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.
Advisors and managers will have to adopt a more nuanced view of risk as recognition of the frequency of equity underperformance becomes widespread. Stocks aren’t always the best in the long-run was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisors and managers will have to adopt a more nuanced view of risk as recognition of the frequency of equity underperformance becomes widespread. Stocks aren’t always the best in the long-run was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Cardinal Point Capital Management joined Focus in 2021, specializing in cross-border wealth management. Focus CEO Michael Nathanson said the firm would lead Focus consolidation and expansion efforts in Canada.
Tom Schmidt, CFBS CLTC LACP s story is one of resilience, adaptability, and unwavering dedication. From an unconventional start in the life insurance business to becoming a highly successful financial professional, Tom has navigated a career filled with challenges and triumphs. Over the decades, he has built enduring relationships with clients, many of whom have been with him for over 30 years.
When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about … Continued The post 10 Fundamentals That Guide Your Investing Decisions, Ep #232 appeared first on Financial Symmetry, Inc.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies must increase their dividend payments annually for a minimum of 25 consecutive years. This exclusive club currently has fewer than 70 members, representing diverse sectors from healthcare to manufacturing.
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including: Why all investment decisions should be grounded in evidence rather than narratives or speculation The challenge of market forecasting and why most predictions fail How market valuations have become increasingly bifurcated
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
For financial advisors with ambitions of taking their practice to the next level, self-awareness is fundamental to their success. Knowing your unique strengths enables you to maximize the value you deliver to clients while understandingyour weaknesses helps you address critical areas that may impact your effectiveness. Continuous self-assessment to develop a clear picture of your strengths and weaknesses is essential in a fast-evolving industry where personalized service and superior client expe
Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.
The Wall Street Journal had an article about the fear common to retirees about outliving their money. We've looked at this quite a few times. It can be difficult to switch from saving money to spending it. Knowing myself, I expect spending what we've accumulated will be difficult. The title of the WSJ article addresses outliving your money but doesn't spend very much time on a big part of the reason why this a concern which is needing needing to pay for some sort of very expensive assisted livin
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
The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. Whether youre working with clients on retirement strategies or simply staying current on new regulations, this table is an invaluable resource youll find yourself consulting all year
Today’s Talk Your Book is brought to you by The Cashmere Fund: See here for more information on accessing Venture Capital with the Cashmere Fund On today’s show, we discuss: Celebrity connections within Venture Capital Utilizing networks for private investments How Cashmere was able to bring this to retail investors The tech stack needed to pull off consumer VC Getting around rules and regulations for non-acc.
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Assessment S&P 500 In 2024, the S&P 500 was up 25%. If you combine 2023 and 2024, the S&P 500 was up 57%. Questions That Arise Should I sell or avoid buying stocks? JP Morgan conducted a study comparing the return profile for the S&P 500 when investing at all-time highs versus any random day.
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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.
Four of the eight indexes on our world watch list have posted gains through January 6, 2025. The U.S.'s S&P 500 is in the top spot with a year to date gain of 1.82%. Germany's DAXK is in second with a year to date gain of 0.96% while France's CAC 40 is in third with a year to date gain of 0.70%.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the December 2024 seasonally adjusted annual sales rate (SAAR) of 422 thousand. Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $17,077 for an annualized real return of 10.75%.
Altos reports that active single-family inventory was down 2.4% week-over-week. Inventory will continue to decline seasonally and probably bottom in late January or February. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024. The black line is for 2019.
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.
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