Calculated Risk
JULY 2, 2024
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).
Wealth Management
JULY 2, 2024
Dangers abound when wealth enterprises celebrate founders over advisors.
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Calculated Risk
JULY 2, 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 8:15 AM, The ADP Employment Report for June. This report is for private payrolls only (no government). The consensus is for 170,000 payroll jobs added in June, up from 152,000 in May. • At 8:30 AM, The initial weekly unemployment claims report will be released.
Wealth Management
JULY 2, 2024
The U.S. has a major spending problem which neither political party seems willing to address.
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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
Abnormal Returns
JULY 2, 2024
Quant stuff Beware small sample sizes. (mrzepczynski.blogspot.com) Just how useful is historical financial markets data? (retirementresearcher.com) A round-up of recent white papers including 'Embracing Down Rounds: A Potential Path to Long-Term Equity Value.' (bpsandpieces.com) Corporate finance Are companies any good at timing share repurchases? (marketwatch.com) When a company shifts its financial targets - take note.
Wealth Management
JULY 2, 2024
The deal is the latest example of Focus Financial’s consolidation efforts and will bring Kovitz to more than $24 billion in client assets.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 2, 2024
The new location will be opened by the end of this year, and will house Good Life Founder and CEO Conor Delaney.
Calculated Risk
JULY 2, 2024
Notes: This CoreLogic House Price Index report is for May. The recent Case-Shiller index release was for April. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Annual US Home Price Growth Dips Below 5% in May as Prices Cool Across More Markets • U.S. single-family home prices (including distressed sales) increased by 4.9% year over year in May 2024 compared with May 2023.
Wealth Management
JULY 2, 2024
An extreme blow to market sentiment would be needed to derail the flow of cash into the soaring Big Tech names.
Calculated Risk
JULY 2, 2024
Wards Auto released their estimate of light vehicle sales for May: Cyberattack Puts Dent in June U.S. Light-Vehicle Sales (pay site). An initial estimate indicates the cyberattack cost the industry 50,000 unit-sales in June and knocked 600,000 off the month’s seasonally adjusted annual rate, which totaled 15.3 million. The disruptions caused quarterly sales to decline year-over-year for the first time since Q3-2022, as deliveries totaled 4.075 million units, down 0.4% from April-June 2023.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Wealth Management
JULY 2, 2024
Bill Capuzzi, CEO of Apex Fintech Solutions, invites you to unlock the power of AI by revolutionizing your advisory practice with the right technology stack.
Calculated Risk
JULY 2, 2024
From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.1 million on the last business day of May , the U.S. Bureau of Labor Statistics reported today. Over the month, both the number of hires and total separations were little changed at 5.8 million and 5.4 million, respectively. Within separations, quits (3.5 million) and layoffs and discharges (1.7 million) changed little. emphasis added The following graph shows job openings (black line), hires (da
Wealth Management
JULY 2, 2024
If hedge funds don’t acknowledge their capacity constraints, investors will eventually do it for them.
Nerd's Eye View
JULY 2, 2024
Welcome everyone! Welcome to the 392nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kristopher Heck. Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households. What's unique about Kristopher, though, is how his firm has scaled to more than a billion dollars of AUM while specializing in working with clients whose personal an
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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
JULY 2, 2024
Join George Tamer, Head of Advisory Sales at Apex Fintech Solutions, as he discusses how modern wealth management demands efficiency and digital sophistication.
A Wealth of Common Sense
JULY 2, 2024
Halfway through the year, the S&P 500 was up 15.3%, including dividends. Despite these impressive gains the bull market has been relatively boring this year. There have been just 14 trading days with gains of 1% or more. There has been just a single 2% up day in 2024. And there have only been 7 days of down 1% or worse. Small moves in both directions.
Wealth Management
JULY 2, 2024
Megan Hausmann, senior director of advisory success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of next-gen investors.
Million Dollar Round Table (MDRT)
JULY 2, 2024
By Bryce Sanders It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain a client or two plus several prospects. If you’d like to try it out, here are a few ideas to get you started and some places to speak that you — and other financial advisors — may not have thought of.
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
JULY 2, 2024
Olivia Eisinger, GM of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.
Advisor Perspectives
JULY 2, 2024
The years-long parade of freedom-seeking advisors out of the wirehouses continues unabated. Meanwhile, consolidation of RIA firms, driven by private equity’s hot money, has similar momentum. Are these trends on a collision course?
Truemind Capital
JULY 2, 2024
🔊 Play Audio The category of Equity MFs with the highest inflows in the last one year is NOT Small Cap Funds. The money flown into Sectoral/Thematic funds (INR 70,072 crores) topped the charts and is even higher than individual categories of large, mid & small cap put together! New Fund Offerings (NFOs) have contributed significantly to this trend.
Advisor Perspectives
JULY 2, 2024
How safe is your IRA? Not from economic ups and downs, but from your own vulnerability to scammers? While financial scams are often perceived as targeting senior citizens, younger generations are equally susceptible.
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.
Random Roger's Retirement Planning
JULY 2, 2024
In its latest post, Finomial may have poured cold water on factor investing. One way that factors are used is as sort of rearranging the S&P 500 to weight it differently or sampling a smaller chunk of the 500 that have some trait in common. The more common ones are momentum, quality, low volatility, even value and growth could be considered factors too.
Advisor Perspectives
JULY 2, 2024
Unlocking your practice's full potential involves strategic planning and a comprehensive understanding of these critical factors. Whether you’re planning an exit or aiming for growth, these insights will help you maximize your practice's value.
Your Richest Life
JULY 2, 2024
Your Richest Life is ten! When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. There have been plenty of lessons learned along the way, but at its core, the mission of Your Richest Life has remained the same: to help my clients confidently take charge of their financial f
Advisor Perspectives
JULY 2, 2024
In this article, I will explore the key considerations for investment advisors when selling a minority interest in their firms to maximize the likelihood of success. I discuss how to choose the right investor, provide a blueprint for the process.
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.
SEI
JULY 2, 2024
This edition of Forward will look at the current state of capital markets through the lens of the Olympic maxim.
Advisor Perspectives
JULY 2, 2024
Financial advisors can future-proof their businesses and maintain their relevance in an increasingly tech-driven world by combining human expertise with AI’s efficiency and analytical prowess.
Investment Writing
JULY 2, 2024
Did you ever learn that you shouldn’t “split infinitives”? You probably know that it means to insert an adverb or adverbial phrase between “to” and a verb. The proponents of “no split infinitives” don’t like Star Trek ’s mission “to boldly go where no one has gone before.” However, apparently, no such rule exists, according to many experts. Grammarly says, “It’s generally preferable to place an adverb as close as possible to the verb it is modifying.” Also, it says, “Sometime
Advisor Perspectives
JULY 2, 2024
In many situations, my clients will tell us they hear “crickets” when they ask for feedback. In large forums many people are simply uncomfortable bringing things up.
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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.
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