Calculated Risk
APRIL 10, 2023
Altos reports that active single-family inventory was up 0.2% week-over-week. Maybe inventory has finally bottomed seasonally. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 7th, inventory was at 411 thousand (7-day average), compared to 410 thousand the prior week. Year-to-date, inventory is down 16.3%.
The Reformed Broker
APRIL 10, 2023
A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips. Register here to secure your spot Michael Kitces is known as every financial advisor’s favorite financial advisor, with Kitces.com serving nearly 3,000 members and his Nerd’s Eye View blog reaching more than 200,000 unique visitors monthly.
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Wealth Management
APRIL 10, 2023
Real estate ETFs are down more than 25% from their peaks. Is now the time to buy or is there more pain ahead for the sector?
The Big Picture
APRIL 10, 2023
Nonfarm payrolls came out Friday, and once again they impressed with their underlying strength: 236,000 new workers were added in March, with February NFP revised upward to 326,000, as the unemployment rate fell to 3.5%. But there remains nearly two job opening for each unemployed worker, and despite rising wages, lots of decent positions remain unfilled.
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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
APRIL 10, 2023
Understanding how adults learn can lead to more successful outcomes.
Calculated Risk
APRIL 10, 2023
From Dodge Data Analytics: Dodge Momentum Index Drops in March The Dodge Momentum Index (DMI), issued by Dodge Construction Network, slipped 8.6% in March to 183.7 (2000=100) from the revised February reading of 201.0. In March, the commercial component of the DMI fell 6.6%, and the institutional component decreased 12.9%. “We are predicting the Dodge Momentum Index to work its way back to historical norms throughout 2023, concurrent with weaker economic conditions,” stated Sarah Martin, associa
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
APRIL 10, 2023
Podcasts Justin L. Mack talks with Zach Conway, who is CEO of Seeds Investor. (financial-planning.com) Frazer Rice talks family offices with Edward Marshall, Head of the Global Family Office at Dentons, the international law firm. (podcasts.apple.com) Direct indexing Savvy Wealth has launched a direct indexing tool. (wealthmanagement.com) Charles Schwab ($SCHW) has a lower minimum for its DIY direct indexing tool.
Wealth Management
APRIL 10, 2023
The natural order is being tested in the wealth management industry, and it will be some time before we see who the real winners and losers are.
Nerd's Eye View
APRIL 10, 2023
The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-pres
Wealth Management
APRIL 10, 2023
Foreign investors are pausing activity and refocusing on less traditional real estate sectors amid economic uncertainty, reports Commercial Observer. Mortgage Professional America asks whether real estate remains a good investment choice in an inflationary environment. These are among today’s must reads from around the commercial real estate industry.
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
APRIL 10, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Have Quickly Erased Last Week's Drop There was no new data behind today's move. Truly, it was as simple as the mortgage market getting caught up with the bond market (bonds ultimately dictate rate momentum). The next big flashpoint will be Wednesday morning's Consumer Price Index (CPI)--the most important monthly inflation report, and oftentimes more important than the jobs report.
Wealth Management
APRIL 10, 2023
Despite some clamor about the state of real estate financing, mortgage REIT balance sheets remain in good shape.
Abnormal Returns
APRIL 10, 2023
Housing The housing market is locked up. (theirrelevantinvestor.com) Why there is no index fund for the housing market. (awealthofcommonsense.com) Higher mortgage rates are making it more challenging for divorcing couples. (wsj.com) Apple Apple ($AAPL) Mac sales took it on the chin in Q1. (arstechnica.com) Why Apple ($AAPL) needs a standalone password app.
Wealth Management
APRIL 10, 2023
The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.
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.
Calculated Risk
APRIL 10, 2023
Today, in the Calculated Risk Real Estate Newsletter: A Few Comments on Commercial Real Estate A brief excerpt: The focus of this newsletter is residential real estate, although I follow several commercial real estate (CRE) sectors on my blog. There have been numerous warnings recently about a potential CRE lending crisis and I’d like to add a few comments.
Wealth Management
APRIL 10, 2023
Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent company, will assume Heckenberg’s responsibilities on an interim basis.
Alpha Architect
APRIL 10, 2023
This article studies whether index investing has implications for the informational efficiency of stock prices. Index Investing and the Informational Efficiency of Stock Prices was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
APRIL 10, 2023
Dave Hagen, Chief Commercial Officer at BridgeFT, explains the challenges advisors face in using data analytics to their advantage
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.
The Irrelevant Investor
APRIL 10, 2023
A new construction a couple of blocks away from me has been listed on Zillow for 213 days. The house is beautiful. The only thing wrong with it is when it was listed. This home would have sold for asking or above if it had been built twelve months earlier. The mortgage market has had a heck of a transformation over the past year. From 2014 through 2021, the average 30-year mortgage was 3.8%.
Wealth Management
APRIL 10, 2023
Robert Kirk, founder and CEO of InterGen, charts how pattern detection is helping personalize wealth management services.
A Wealth of Common Sense
APRIL 10, 2023
Today’s Talk Your Book is brought to you by Innovator ETFs: On today’s show, we had Co-Founder and CEO Bruce Bond back on the show to give us an intro to Innovator’s latest fixed-income focused ETFs. On today’s show, we discuss: Differences between the barrier ETFs and the buffer ETFs The range of fixed-income barriers The fixed-income risk-reward tradeoff How fixed-income volatility affects incom.
Wealth Management
APRIL 10, 2023
New efforts to build trust and greater transparency are underway.
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NAIFA Advisor Today
APRIL 10, 2023
Rith Nou always knew she wanted to make a career helping people. A Cambodian refugee, Nou learned English from volunteers who came to her school to read to her, and she used that knowledge to help her family and community communicate and navigate the American financial system.
Wealth Management
APRIL 10, 2023
CMBS issuance fell to a 10-year low in the first quarter, reports The Real Deal. The Green Street Commercial Property Price Index was down 15% year-over-year in March. These are among today’s must reads from around the commercial real estate industry.
Trade Brains
APRIL 10, 2023
Best Drone Stocks in India: When your food is stuck in traffic, you might wonder how good it would have been if your food was directly delivered through drones to your home via airways. Well, you’ll be excited to know that there are companies in India that are working on these technologies. Whether it’s for lifting goods, defence, or food delivery, there are companies in India that are working on drone technologies.
Wealth Management
APRIL 10, 2023
Growth at what cost?
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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?
MarketWatch
APRIL 10, 2023
Tupperware Brands Corp. stock tumbled 38% in premarket trade Monday, after the maker of food storage products issued a going-concern warning late Friday, saying it has hired financial advisers to help navigate its near-term challenges. The company had said in March when reporting fourth-quarter numbers that it had identified weakness in internal control over financial reporting and that it expected to restate prior financials.
Wealth Management
APRIL 10, 2023
CEO Tom Manning insisted on equity for F.L.Putnam employees before accepting the job and went on to grow the firm’s AUM by 200% in just seven years.
MarketWatch
APRIL 10, 2023
Oil ticked slightly lower early Monday as investors returned from a three-day Easter weekend. Crude surged in holiday-shortened trading last week after the Organization of the Petroleum Exporting Countries and its allies announced an unexpected round of production cuts. West Texas Intermediate crude for May delivery slipped 6 cents to $80.68 a barrel on the New York Mercantile Exchange.
Wealth Management
APRIL 10, 2023
The departure was announced alongside Nuveen’s settlement of a years-long legal battle with Preston Hollow Community Capital.
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