Wealth Management
MAY 21, 2024
The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.
Calculated Risk
MAY 21, 2024
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 10:00 AM, Existing Home Sales for April from the National Association of Realtors (NAR). The consensus is for 4.18 million SAAR, down from 4.19 million.
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Wealth Management
MAY 21, 2024
The last half-decade was not good to these funds.
Calculated Risk
MAY 21, 2024
Today, in the Calculated Risk Real Estate Newsletter: Single Family Built-for-Rent Up 20% Year-over-year in Q1 A brief excerpt: Along with the monthly housing starts report for April released last week, the Census Bureau also released Housing Units Started by Purpose and Design through Q1 2024. The first graph shows the number of single family and multi-family units started with the intent to rent.
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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
Wealth Management
MAY 21, 2024
A new report from J.P. Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility.
Abnormal Returns
MAY 21, 2024
Debt How do private debt funds perform, post-fees and properly adjusted for risk? (papers.ssrn.com) Are 'fallen angels' still an opportunity? (morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. (alphaarchitect.com) Don't discount the impact of stock market memes. (papers.ssrn.com) Retail traders pay attention to analyst revisions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MAY 21, 2024
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).
Wealth Management
MAY 21, 2024
After 17 years with Merrill, Oklahoma City-based advisors Alain Verhille and James S. Wood are launching Auctus Legacy Private Wealth Management under LPL's employee model for high-net-worth-focused advisors.
A Wealth of Common Sense
MAY 21, 2024
Here’s a take from Dave Portnoy: A lot of people share these views. It’s the kind of thing that gets people riled up. The market is rigged! It’s one giant casino where the house always wins! That narrative tends to accompany stories like this: Investors who jumped into the latest online frenzy over shares of the struggling video game retailer lost $13.1 billion in just three days from the mania’s.
Wealth Management
MAY 21, 2024
What are the risks you need to discuss with your clients?
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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
Nerd's Eye View
MAY 21, 2024
Welcome everyone! Welcome to the 386th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dann Ryan. Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. What's unique about Dann, though, is how he has channeled the anxiety of having imposter syndrome, which still causes him to be nervous before every client meeting (despite having 17 yea
Wealth Management
MAY 21, 2024
Schultze Asset Management's George Schultze discusses distressed investing.
Advisor Perspectives
MAY 21, 2024
Losing a sale comes not from failing to educate your prospect on the complexities of their situation. It comes from failing to simplify their problem.
Wealth Management
MAY 21, 2024
A cornerstone in strategic planning to optimize clients’ financial legacies.
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.
Million Dollar Round Table (MDRT)
MAY 21, 2024
By Matt Pais, MDRT Content Specialist On a recent vacation, Angelia Z. Shay, CLU, ChFC , noticed her two travel mates doing something that was entirely contrary to the purpose of the trip: They were working. “We were supposed to have gone to have time away; the two other girls were constantly in their email and on their phone,” the 24-year MDRT member from Ashland, Virginia, said.
Wealth Management
MAY 21, 2024
The best of both worlds.
Trade Brains
MAY 21, 2024
Upside Tasuki Gap Candlestick Pattern: Traders rely on technical analysis to predict the future movement of the price in the stock to earn profits. The technical analysis comprises multiple methods from candlestick patterns and chart patterns to indicators. Candlestick patterns are derived from historical reactions of price and used to predict future movement.
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.
Advisor Perspectives
MAY 21, 2024
The goal that was so theoretical in my 20’s had become a reality in my 60’s. I had become financially independent by investing in real estate.
Wealth Management
MAY 21, 2024
How high-net-worth families can provide long-term legacy and governance solutions.
XY Planning Network
MAY 21, 2024
Advisors relying on the Internet Adviser Exemption to qualify for SEC registration should confirm they continue to meet the requirements under the amended exemption. Since its approval by the SEC in 2002, the Internet Adviser Exemption has gained increasing popularity and interest among advisers as a possible path to SEC registration, especially if the adviser may not otherwise qualify for federal registration.
Wealth Management
MAY 21, 2024
Trending Topics Regarding The SECURE 2.0 Act.
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.
Advisor Perspectives
MAY 21, 2024
To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday.
Wealth Management
MAY 21, 2024
Four ways to add strategic value.
Advisor Perspectives
MAY 21, 2024
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
Wealth Management
MAY 21, 2024
Consider the benefits and tradeoffs.
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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.
Advisor Perspectives
MAY 21, 2024
This series has been updated to include the April release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $50,264, down 7.8% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Wealth Management
MAY 21, 2024
Take care when a spouse is a beneficiary.
Advisor Perspectives
MAY 21, 2024
While the impact of current AI systems is already proving disruptive, an even more seismic shift may lie on the horizon: the possibility of artificial general intelligence (AGI) reaching or surpassing human-level intelligence.
Trade Brains
MAY 21, 2024
Awfis Space Solutions IPO Review: Awfis Space Solutions is coming up with its IPO issue of Rs. 598.53 Cr which will open on 22nd May 2024. The issue will close on 27th May and be listed on the exchange on 30th May 2024. This article will analyze the strengths and weaknesses of the Awfis Space Solutions IPO Review 2024. Keep reading to find out! Awfis Space Solutions IPO Review – Company overview Awfis Space Solutions is the largest flexible workspace solutions company in India.
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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?
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