Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot
Wealth Management
SEPTEMBER 11, 2023
The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.
Wealth Management
SEPTEMBER 11, 2023
The announcements came Monday as Future Proof kicks off in Huntington Beach, Calif.
Calculated Risk
SEPTEMBER 11, 2023
From Dodge Data Analytics: Dodge Momentum Index Drops 6.5% in August The Dodge Momentum Index (DMI), issued by Dodge Construction Network, declined 6.5% in August to 178.0 (2000=100) from the revised July reading of 190.3. Over the month, the commercial component of the DMI fell 1.6%, while the institutional component fell 14.8%. “Overall activity remains above historical norms, but weaker market fundamentals continue to undermine planning growth,” said Sarah Martin, associate director of foreca
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Wealth Management
SEPTEMBER 11, 2023
If approved, the US spot Bitcoin ETF market has the potential to grow into a $100 billion juggernaut in time, according to Bloomberg Intelligence estimates.
Nerd's Eye View
SEPTEMBER 11, 2023
When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing ongoing services (e.g., annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well.
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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
SEPTEMBER 11, 2023
Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.
Calculated Risk
SEPTEMBER 11, 2023
Today, in the Calculated Risk Real Estate Newsletter: Q2 Update: Delinquencies, Foreclosures and REO A brief excerpt: In 2021, I pointed out that with the end of the foreclosure moratoriums, combined with the expiration of a large number of forbearance plans, we would see an increase in REOs in late 2022 and into 2023. And there was a slight increase.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
SEPTEMBER 11, 2023
Altos reports that active single-family inventory was up 0.1% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 8th, inventory was at 509.2 thousand (7-day average), compared to 508.8 thousand the prior week. Year-to-date, inventory is up 3.7%. And inventory is up 25.6% from the seasonal bottom 21 weeks ago.
Wealth Management
SEPTEMBER 11, 2023
Duran, who built and sold United Capital to Goldman Sachs, has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national, scaled platforms.
Calculated Risk
SEPTEMBER 11, 2023
From Matthew Graham at Mortgage News Daily: Will CPI Matter Again? At times over the past 2 years, the Consumer Price Index (CPI) has been the most important economic report on any given month and has had a bigger impact on bonds than the mighty jobs report. If this week's numbers are far enough from forecasts, there's no reason to doubt CPI's market moving power--especially with the uptick in energy costs and the Fed on deck next week. [ 30 year fixed 7.30% ] emphasis added Tuesday: • At 6:00 A
Wealth Management
SEPTEMBER 11, 2023
Banks are likely to remain conservative when it comes to lending on commercial real estate, according to Bisnow. Land & Buildings is once again seeking board changes at Ventas, reports The Wall Street Journal. These are among the must reads from around the real estate investment world to start the new week.
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.
The Big Picture
SEPTEMBER 11, 2023
Future Proof 2023 kicked off yesterday, and it was everything we were hoping it would be. After overnight drizzle, the weather cooperated, and the sun came out the first-day crowd was substantial. I’ll have more photos and stories of the entire event as the week progresses. Today is my MiB live with AQR’s Cliff Asness, as well as a slew of other great content.
Wealth Management
SEPTEMBER 11, 2023
Virtual meetings require a different approach.
Abnormal Returns
SEPTEMBER 11, 2023
Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. (rationalreminder.libsyn.com) Michael Kitces talks with Olivia Luper who is the Founder of Lexicon Advisor Marketing. (kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families.
Wealth Management
SEPTEMBER 11, 2023
Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera
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.
Alpha Architect
SEPTEMBER 11, 2023
Trend follower nerd alert: This study is important because it offers a comprehensive analysis of TS momentum strategies, its unifying framework that links performance to underlying variables, and its practical implications for investors seeking to enhance their understanding of momentum investing and improve their portfolio performance. Trend Following and Momentum Turning Points was originally published at Alpha Architect.
Wealth Management
SEPTEMBER 11, 2023
Fidelis Capital has hired Christopher Gunster from Bank of America Corp. as head of fixed-income strategies.
Trade Brains
SEPTEMBER 11, 2023
R R Kabel IPO Review: R R Kabel Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 13, 2023, and close on September 15, 2023. In this article, we will look at R R Kabel IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP. Keep reading to find out! R R Kabel IPO Review – About The Company Founded close to two decades ago, RR Kabel is one of the leading wires, cables and fast-moving electrical goods (FMEG) manufacturing com
Wealth Management
SEPTEMBER 11, 2023
Are your custodians eyeing your clients? ‘The margins are there,’ said one RIA CEO.
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.
Clever Girl Finance
SEPTEMBER 11, 2023
Like many, you might shudder at the word budget, or perhaps it sounds too boring or challenging to figure out. But the 50-30-20 rule and the 50 30 20 budget template prove it doesn’t have to be difficult. If you’re looking to simplify your budgeting process or are new to budgeting, then this might be the perfect match! Table of contents What is the 50-30-20 budget?
Wealth Management
SEPTEMBER 11, 2023
The ninth annual awards were held on Sept. 7 at the Ziegfeld Theater in New York City, honoring 80 companies and executives in the wealth management space.
Trade Brains
SEPTEMBER 11, 2023
Recently, UPI made a record by crossing a whopping 10 billion transactions in a month. But that’s not all; the real game-changer is the first UPI ATM in India, which was launched at the Global Fintech Fest 2023 in Mumbai from September 5th to 7th. This UPI ATM allows customers to access cash without the need for a debit card, revolutionising the way we handle our money.
XY Planning Network
SEPTEMBER 11, 2023
Whether you’ve just made the decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership? Enter your Member Experience Team. We at XYPN understand how important it is to have someone in your corner, so rest easy knowing that each and every member is invited to meet with our Member Experience Team from the first day
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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.
Clever Girl Finance
SEPTEMBER 11, 2023
When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!) Expert tip: You can use more than one investing website!
Integrity Financial Planning
SEPTEMBER 11, 2023
Everyone wants to give back in one way or another. After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture.
Clever Girl Finance
SEPTEMBER 11, 2023
On your road to building financial wealth and developing your financial wellness, one of the most important things to remember is to diversify, diversify, diversify. Diversifying includes broadening your investment portfolio to include highly liquid investments. Table of contents What is the definition of liquidity? Highly liquid investments 101 Why are highly liquid investments important?
A Wealth of Common Sense
SEPTEMBER 11, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets to discuss the state of crypto going into the Fall of 2023. On today’s show, we discuss: The Value Exchange Webinar with Fidelity Digital Assets An update on cry.
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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?
Indigo Marketing Agency
SEPTEMBER 11, 2023
As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy. Lisa breaks down the process as follows: “Once an article is written and proofed by the writing team, and approved by the advisor and account manager, they hand it off to me.
Advisor Perspectives
SEPTEMBER 11, 2023
It’s an important time for Medicare beneficiaries to optimize their healthcare coverage and costs, and financial advisors are in the perfect position to guide clients through this crucial planning opportunity.
Carson Wealth
SEPTEMBER 11, 2023
Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, August and September can be tricky. September, specifically, has been the worst month of the year looking back 10 years, 20 years, and since 1950. It has also been the worst performer during pre-election years.
Advisor Perspectives
SEPTEMBER 11, 2023
New research shows that stocks have historically been a poor hedge against inflation over anything but very long horizons.
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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.
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