Charitable Planning with Retirement Assets
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
Mon.Mar 13, 2023
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Housing March 13th Weekly Update: Inventory Decreased 1.5% Week-over-week
Calculated Risk
MARCH 13, 2023
Altos reports that active single-family inventory was down 1.5% week-over-week. Usually inventory bottoms in early February, so the bottom this year will be late. Here are the same week inventory changes for the last five years: 2023: -6.2K 2022: +7.1K 2021: -7.5K 2020: -3.7K 2019: -0.4K Click on graph for larger image. This inventory graph is courtesy of Altos Research.
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Investors Bide Their Time Waiting for Distressed Apartment Deals
Wealth Management
MARCH 13, 2023
Some highly-leveraged investors who bought at the market peak are running out of time and may be forced to sell.
The Future Of Advisor Platforms: Reducing Overhead Costs With Services (Not Technology)
Nerd's Eye View
MARCH 13, 2023
For the past several decades, platforms for advisors have differentiated with the quality of their technology. The focus on ‘tech’ was a natural evolution for advisor platforms away from their roots – which was originally to differentiate by the quality of their proprietary product shelf, the primary means that brokerage firms and insurance companies attracted advisors to them in the 1960s, 70s, and 80s.
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
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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
Why do Collectors Donate Art to Private Museums?
Wealth Management
MARCH 13, 2023
It all comes down to a desire to retain control.
Tuesday: CPI
Calculated Risk
MARCH 13, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Down Big, But Lagging Other Indicators If you're just getting caught up or otherwise haven't heard, the biggest news in financial markets since last Friday has been the precipitous failure of Silicon Valley Bank. While not necessarily a household name, SVB was the 16th largest bank in terms of assets and the 2nd biggest bank failure in history behind Washington Mutual 15 years ago.
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Bank Failure #2 in 2023: Silicon Valley Bank
Calculated Risk
MARCH 13, 2023
Note: There were over 500 bank failures during and immediately following the GFC, and almost 300 in just 2009 and 2010. That was mostly due to default risk (poor performing MBS). I don't expect a large wave of failures now. From the FDIC: FDIC Establishes Signature Bridge Bank, N.A., as Successor to Signature Bank, New York, NY Signature Bank, New York, NY, was closed today by the New York State Department of Financial Services, which appointed the Federal Deposit Insurance Corporation (FDIC) as
SVB’s Wealth Unit Will Be Sold As Part of FDIC’s Auction
Wealth Management
MARCH 13, 2023
Advisors in SVB's $17 billion wealth management unit, which includes its 2021 acquisition of Boston Private, were told that the unit will be sold off separately from the bank in the wake of its collapse.
Monday links: a loss of trust
Abnormal Returns
MARCH 13, 2023
Strategy Chasing past returns often ends badly. (bilello.blog) Why you always seem to sell your stocks at the bottom. (dariusforoux.com) Finance The $250,000 FDIC cap has been effectively lifted. (bonddad.blogspot.com) We still don't know everything about the downfall of Silicon Valley Bank. (ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios.
Celebrity Estates: Julia Fox and Why Many Millennials Focus Less on Material Wealth
Wealth Management
MARCH 13, 2023
The younger generation's spending is increasingly defined by values, rather than conspicuous consumption.
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.
Clips From Today’s Halftime Report
The Reformed Broker
MARCH 13, 2023
Final Trades: Oracle, Abbvie & Gold from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
TDFs Grow While ESG Lags in DC Plans
Wealth Management
MARCH 13, 2023
Lessons learned from NEPC’s 17th annual DC survey.
The Bank Run of 2023
The Reformed Broker
MARCH 13, 2023
On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. Follow Samir on: Twitter Linkedin Substack Let us know if we can help you with your financial plan or portfolio: [link].
Firms Face Choppy Water Navigating SEC Compliance Dates
Wealth Management
MARCH 13, 2023
Commissioner Mark Uyeda argued that such dates all can’t “hit at the same time” during a discussion at the Investment Adviser Association Compliance Conference.
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.
Pandemic Economics, Housing and Monetary Policy: Part II
Calculated Risk
MARCH 13, 2023
Today, in the Calculated Risk Real Estate Newsletter: Pandemic Economics, Housing and Monetary Policy: Part 2 A brief excerpt: Special Note: This was mostly written prior to the failure of Silicon Valley Bank. Now it appears the Fed might pause in March. Goldman Sachs economists wrote last night: “we no longer expect the FOMC to deliver a rate hike at its next meeting on March 22 (vs. our previous expectation of a 25bp hike)”, although BofA economists wrote this morning “After the latest develop
Seven Must Reads for CRE Investors Today (March 14, 2023)
Wealth Management
MARCH 13, 2023
Three million U.S. households continue to rent their homes rather than own them in spite of having relatively high incomes, reports The Wall Street Journal. The Real Deal talked to REIT analyst Alex Goldfarb about the outlook for a commercial real estate downturn. These are among today’s must reads from around the commercial real estate industry.
Adviser links: holistic financial guidance
Abnormal Returns
MARCH 13, 2023
Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. (kitces.com) Peter Lazaroff talks SECURE Act 2.0 with Plancorp's Brian King. (peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. (standarddeviationspod.com) Retirement saving Too many people cash out their 401(k) accounts when they leave their employer.
Adjusted for Risk: AdvizorStack's Paul and Nico DeMaio on the Evolution of Financial Services
Wealth Management
MARCH 13, 2023
AdvizorStack's Paul and Nico DeMaio join the show in a very fun and energetic conversation.
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.
Should You Separate Your Rollovers From Your Contributory IRAs?
Getting Your Financial Ducks In A Row
MARCH 13, 2023
Photo credit: jb For the most part, it is recommended to merge all of your IRA money together into a single account, to simplify record-keeping, allocation, and paperwork in general. However, there may be circumstances where it could make very good sense to separate your contributory IRAs from 401(k) plan rollovers – and it pertains to creditor’s rights.
SVB’s Collapse Says a Lot About San Francisco and Seattle
Wealth Management
MARCH 13, 2023
If national growth needs to decelerate, conditions are likely to get worse for the Bay Area and Seattle.
Talk Your Book: The Carrying Cost of Crazy
A Wealth of Common Sense
MARCH 13, 2023
On today’s show, we spoke with Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama and knock-on effects in the economy. On today’s show, we discuss: Silicon Valley Bank drama Will the Fed break something else? What does SVB mean for interest rate hikes?
What Advisors Really Want From Their Tech
Wealth Management
MARCH 13, 2023
Wednesday, March 29, 2023 | 2:00 PM ET
Book of Secrets on the Month-End Close
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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.
Be the Superhero Your Clients Deserve
Advisor Perspectives
MARCH 13, 2023
Your clients need a hero – one who can help them navigate the uncertain world and keep them on track to living their best lives no matter what circumstances they face. That hero should be their financial advisor.
Signature Seized by Regulators as Pain Spreads From SVB’s Fall
Wealth Management
MARCH 13, 2023
Both Signature’s insured and uninsured customers will be able to access all their deposits under the same “systemic risk exception” that will give Silicon Valley Bank customers access to their cash starting Monday.
How to Get Clients to Spend More Money
Advisor Perspectives
MARCH 13, 2023
Here is some research on why our clients built a sizable portfolio while others had high income but little savings. I’ll address specifics on how to get savers to enjoy their money.
Leveraging Technology To Expand Your Firm’s Services Into Investment Management
Wealth Management
MARCH 13, 2023
Tuesday, March 28, 2023 | 2:00 PM ET
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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?
: Acadia’s rare-disease drug to cost $575,000 to $595,000
MarketWatch
MARCH 13, 2023
Acadia Pharmaceuticals Inc. ACAD said its newly approved treatment for Rett syndrome has an annual list price ranging from $575,000 to $595,000, according to a company spokesperson. The Food and Drug Administration on Friday approved Daybue, the first therapy to treat Rett syndrome, a rare disease that has been diagnosed in 4,500 adults and children in the U.S.
Ultra-Rich Investors Want Second Passports
Wealth Management
MARCH 13, 2023
Wealthy members in the elite network Tiger 21 are nervous about political instability, but they’re still putting money into riskier assets.
Meet Loyal NAIFA Member Chad Tredway
NAIFA Advisor Today
MARCH 13, 2023
NAIFA-OK Vice President of Advocacy Chad Tredway, LUTCF ® , FSCP ® , always knew he wanted to be in the financial services industry. He studied actuarial science in college but found his true calling working with customers directly, learning their stories, and helping them as they mapped out their financial futures. After several years as an agent, he was appointed as a district manager.
Banking’s Next Threat? It Might Be Commercial Real Estate
Wealth Management
MARCH 13, 2023
If the saga at Silicon Valley Bank hastens the arrival of the next recession, expect to see many more properties go into default sooner rather than later. This is bad news for lenders because they have ramped up their financing of real estate.
Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100
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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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