Calculated Risk
JUNE 6, 2023
Notes: This CoreLogic House Price Index report is for April. The recent Case-Shiller index release was for March. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Home Price Growth Continues Annual Single-Digit Slowdown in April CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for April 2023.
Wealth Management
JUNE 6, 2023
A drop in demand for industrial space amid massive new product deliveries portends a potential glut of new product. Coupled with higher interest rates and worries about a recession, it’s forcing investors to rethink their acquisition strategies.
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Nerd's Eye View
JUNE 6, 2023
Welcome back to the 336th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Adam Holt. Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.
Wealth Management
JUNE 6, 2023
Wealth and health are the major determining factors regarding retirement spending.
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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
Calculated Risk
JUNE 6, 2023
With the pandemic, there was a surge in 2nd home buying. I'm looking at data for some second home markets - and I'm tracking those markets to see if there is an impact from lending changes, rising mortgage rates or the easing of the pandemic. This graph is for South Lake Tahoe since 2004 through May 2023, and shows inventory (blue), and the year-over-year (YoY) change in the median price (12-month average).
Wealth Management
JUNE 6, 2023
More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 6, 2023
Historic levels of new multifamily construction might threaten the profits of large REITs with holdings in the Sunbelt, reported The Wall Street Journal. Delinquencies on CMBS loans backed by office buildings rose the most in five years this May, according to Trepp figures. These are among today’s must reads for real estate investors.
Calculated Risk
JUNE 6, 2023
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 8:30 AM, Trade Balance report for April from the Census Bureau. The consensus is the trade deficit to be $75.4 billion. The U.S. trade deficit was at $64.2 Billion in March.
Wealth Management
JUNE 6, 2023
Take off your financial advisor cap and put on your unlicensed therapist tweed.
The Reformed Broker
JUNE 6, 2023
Final Trades: Uber, Charles Schwab, Enphase & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
Wealth Management
JUNE 6, 2023
The deal with Altas Partners is expected to raise over $1 billion in common equity and bring the Mercer’s valuation to north of $3 billion.
Calculated Risk
JUNE 6, 2023
Today, in the Calculated Risk Real Estate Newsletter: Early Look at Local Housing Markets in May A brief excerpt: This is a look at a few early reporting local markets in May. I’m tracking about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
JUNE 6, 2023
More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.
Abnormal Returns
JUNE 6, 2023
Markets Managed futures have bounced back after a rough Q1. (rcmalternatives.com) Using asset class return forecasts is a bad way to invest. (klementoninvesting.substack.com) Are commodities a broken asset class? (monevator.com) Crypto With Binance, the SEC is only accelerating its crackdown on crypto. (slate.com) The SEC is focused on Coinbase's ($COIN) staking service.
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.
Wealth Management
JUNE 6, 2023
As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time.
The Reformed Broker
JUNE 6, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Apple Vision Pro – “Laugh all you want, everyone’s retirement is riding on this” ►MegaCap Tech – “Mega-cap tech has drawn comparisons to the internet stocks of the late 1990s.” The post Coinbase Is Basically Outlawed Now appeared first on The Reformed Brok
Wealth Management
JUNE 6, 2023
Tuesday, June 27, 2023 | 2:00 PM ET
The Big Picture
JUNE 6, 2023
The transcript from this week’s, Ramit Sethi on Living Richly , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say?
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.
Wealth Management
JUNE 6, 2023
Steve Sanduski discusses how advisors can accelerate the gerowth of their businesses.
The Irrelevant Investor
JUNE 6, 2023
Today’s Animal Spirits is brought to you by birddogs: Go to birddogs.com/spirits and enter promo code SPIRITS for a free Yeti-style tumbler with your order. On today’s show, we discuss: A visual breakdown of America’s stagnating number of births Construction employment hits new high in May The labor shortage myth Eggs are going on sale just months after prices hit records Token projects have to eat that sh*t.
Wealth Management
JUNE 6, 2023
Thursday, June 29, 2023 | 2:00 PM ET
Discipline Funds
JUNE 6, 2023
There has been a heated debate in recent months about the risk of recession. On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In a way both of these groups have been right. The economy has decelerated sharply in the last year, but we aren’t seeing data that is consistent with what the NBER would define as a “recession” So how concerned s
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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.
Wealth Management
JUNE 6, 2023
The SEC claims Coinbase, the largest US crypto platform, evaded regulations by letting users trade numerous crypto tokens that were actually unregistered securities.
Advisor Perspectives
JUNE 6, 2023
The S&P 500 real monthly averages of daily closes peaked in November of 2021 and 2022 was a bear market. Let's examine the past to broaden our understanding of the range of historical trends in market performance.
Wealth Management
JUNE 6, 2023
The SEC claims Coinbase, the largest US crypto platform, evaded regulations by letting users trade numerous crypto tokens that were actually unregistered securities.
Trade Brains
JUNE 6, 2023
Gujarat Fluorochemicals Vs Navin Fluorine: Many chemical companies gave multi-bagger returns recently making their investors richer and promoters multi-millionaire. As the rally has plateaued, does it make sense to buy a chemical stock? If yes, then which sub-sector. In this article, we’ll perform a comparative analysis of two companies in the fluorochemicals space: Gujarat Fluorochemicals vs Navin Fluorine International and see if they can be good bets for the coming quarters.
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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?
Clever Girl Finance
JUNE 6, 2023
What influential women do you have in your life? Whether it’s your mom, best friend, favorite female celebrity, or influencer, there’s no doubt that it’s important to have women in our lives that we can look up to and learn from. Find out what the habits of successful women are and how to make them part of your life! Table of contents 1.
Wealth Management
JUNE 6, 2023
Tuesday, June 27, 2023 | 2:00 PM ET
Advisor Perspectives
JUNE 6, 2023
Before firms can find out the best way forward, there’s a series of questions that need answers.
Wealth Management
JUNE 6, 2023
Thursday, June 29, 2023 | 2:00 PM ET
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