Tue.Feb 07, 2023

article thumbnail

The AI Bubble of 2023

The Reformed Broker

“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.

Investing 363
article thumbnail

Conquest Planning Secures $17.8M In Series A Funding

Wealth Management

Having brought its version of financial planning to Canada in late 2020, the firm is preparing to enter the U.S. and U.K. markets.

Planning 290
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Freddie Mac House Price Index Declines for 7th Consecutive Month in December

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Declines for 7th Consecutive Month in December A brief excerpt: Freddie Mac recently reported that its “National” Home Price Index (FMHPI) declined for the seventh consecutive month on a seasonally adjusted basis in December, putting the National FNHPI down 2.5% from its May 2022 peak, and down 5.0% Not Seasonally Adjusted (NSA) from the peak.

272
272
article thumbnail

Why Direct Indexing Needs a Different 'Brain'

Wealth Management

Creating custom portfolios for individual clients can be done with an institutional approach but there are other ways to do it.

Portfolio 279
article thumbnail

2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

article thumbnail

Clips From Today’s Halftime Report

The Reformed Broker

UBS says buy Berkshire Hathaway from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

246
246
article thumbnail

An Insider’s Guide to the Due Diligence Process

Wealth Management

Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration.

278
278

More Trending

article thumbnail

11 Must Reads for CRE Investors Today (Feb. 8, 2022)

Wealth Management

GlobeSt.com looks at where the multifamily sector might be showing distress. Leasing momentum is improving at trophy office buildings in Washington, D.C. These are among today’s must reads from around the commercial real estate industry.

278
278
article thumbnail

Wholesale Used Car Prices Increased in January, Down 12.8% Year-over-year

Calculated Risk

From Manheim Consulting today: Wholesale Used-Vehicle Prices Increase in January Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 2.5% in January compared to December. The Manheim Used Vehicle Value Index (MUVVI) rose to 224.8, down 12.8% from a year ago. January’s increase was driven in part by the seasonal adjustment.

article thumbnail

ESG Preferences of Institutional Investors and Alternative Asset Managers

Wealth Management

The absence of comparable data presents a major hurdle for examining firms’ ESG factors.

Assets 278
article thumbnail

Trade Deficit increased to $67.4 Billion in December

Calculated Risk

From the Department of Commerce reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $67.4 billion in December , up $6.4 billion from $61.0 billion in November, revised. December exports were $250.2 billion, $2.2 billion less than November exports. December imports were $317.6 billion, $4.2 billion more than November imports. emphasis added Click on graph for larger image.

Economics 200
article thumbnail

Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

article thumbnail

Steward Partners Adds Four Teams and $700M in 30 Days

Wealth Management

Steward's multi-custodial model is resonating with new teams in the Southeast region.

277
277
article thumbnail

I am Not a Dog Person Anymore

Pragmatic Capitalism

When I was 10 years old I read the classic “Where the Red Fern Grows” It’s a book about a young boy who adopts two dogs who eventually get into [ … ]

189
189
article thumbnail

The Impact of Recent Tax Changes on Forecasting

Wealth Management

Key highlights for RIAs and their clients.

Taxes 264
article thumbnail

Leading Index for Commercial Real Estate Decreases in January

Calculated Risk

From Dodge Data Analytics: Dodge Momentum Index Dips in January The Dodge Momentum Index (DMI), issued by Dodge Construction Network, fell 8.4% in January to 201.5 (2000=100) from the revised December reading of 220.0. In January, the commercial component of the DMI fell 10.0%, and the institutional component receded 4.7%. “The Dodge Momentum Index weakened in January, after 10 consecutive months of gains.

article thumbnail

What Your Financial Statements Are Telling You—And How to Listen!

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.

article thumbnail

SEC Charges Former Advisor For Fraudulently Using Client Assets As Collateral

Wealth Management

The commission claims Joshua Coleman raised more than $200 million in loans, opening multiple lines of credit and using clients’ funds without permission.

Clients 264
article thumbnail

Entertainment vs. Investing

A Wealth of Common Sense

One of my favorite things about financial media is the profiles of individual investors in the Wall Street Journal. I don’t know how they do it but somehow the Journal gets regular people to spill their guts about thoughts on the markets or how they’re positioning their portfolios. This week’s piece on the rise and fall of amateur investors didn’t disappoint.

Investing 142
article thumbnail

How C-PACE Financing Can Substitute for a High-Cost Mezzanine Loan

Wealth Management

The Commercial Property Assessed Clean Energy program loans offer fixed-rate long-term financing at reasonable rates for projects that meet water and energy use improvement requirements.

263
263
article thumbnail

Tuesday links: narrative generating machines

Abnormal Returns

Strategy How should investors guard against 'unknown unknowns'? (morningstar.com) Social media finance gurus gloss over a lot of the tough stuff. (thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. (theinformation.com) How the SEC's proposals would effectively eliminate payment for order flow. (wsj.com) AI The pieces are coming together for an AI bubble.

Startup 130
article thumbnail

How to Avoid Pitfalls In Automation: Keep Humans In the Loop

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.

article thumbnail

Hudson Bay Is Anchor Investor in Bed Bath & Beyond Share Sale

Wealth Management

Hudson Bay, a New York-based multi-strategy hedge fund, comprised the largest order among several institutional investors that helped Bed Bath & Beyond enter into the transaction Tuesday, said the people, who asked not to be named discussing private company information.

Sales 248
article thumbnail

Research links: hardwiring good behavior

Abnormal Returns

Quant stuff The problem with most factor investing research. (mathinvestor.org) Markets evolve after anomalies are identified. (priceactionlab.com) A review of January's best white papers including 'Should quantitative investors embrace machine learning techniques?' (bpsandpieces.com) Resources A unconventional guide to the best quant websites. (blog.quantinsti.com) The best free (and paid) stock research tools.

Retail 130
article thumbnail

Take Back Time in Your Day

Wealth Management

Turn outsourcing into a competitive advantage.

244
244
article thumbnail

#FA Success Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Nerd's Eye View

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Niedzinski. Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. What's unique about Jim, though, is how he and his partner have successfully built a 'small’ boutique firm that effectively competes with big wirehouses to attract and retain ultra-hi

Clients 130
article thumbnail

Book of Secrets on the Month-End Close

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.

article thumbnail

Digital Transformation Success Strategies for 2023

Wealth Management

A roadmap for realizing the full potential of technology investments.

Investing 242
article thumbnail

How financial professionals can make strong connections with Black consumers

Nationwide Financial

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. As professionals in the financial services industry, we know that financial wellness and resiliency play an integral role in the overall well-being of clients and their perception of security.

article thumbnail

The RIA Edge Study: Chapter 4 - Staffing at Wealth Management Firms

Wealth Management

How advisory firms and practices approach their staffing needs in many reflects their structure and ownership.

article thumbnail

Dow snaps 3-session skid Tuesday, stocks close sharply higher in wild session

MarketWatch

U.S. stocks closed sharply higher Tuesday in a wild day for traders after Federal Reserve Jerome Powell warned that the central bank may need to keep raising interest rates to keep inflation heading lower. The Dow Jones Industrial Average rose about 265 points, or 0.8%, ending near 34,156, after sinking as low as 33,634.10 earlier in the session. That ended three sessions in a row of declines, according to Dow Jones Market Data.

Banking 98
article thumbnail

Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

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?

article thumbnail

Do Investors Pay Less Attention to Women (Fund Managers)? YES

Alpha Architect

This article examines the research on gender bias and fund management. Specifically, we will focus on the gender-based attention bias. Do Investors Pay Less Attention to Women (Fund Managers)? YES was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

article thumbnail

Does Your Marketing Plan Need a Second Look? Upgrade Your Strategies and Reach Your Goals!

Indigo Marketing Agency

Do your marketing strategies need a second look? It’s always a good idea to get a second opinion! Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results.

article thumbnail

6 Features You Should Expect from Your Fintech Stack

Covisum

Retirement income planning is a niche market, and to provide strategic advice for your clients, you need a tech stack built with retirees in mind.

article thumbnail

6 Black Financial Planning Experts You Should Be Following

eMoney Advisor

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow.

article thumbnail

Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

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.