Wealth Management

SEPTEMBER 13, 2023

The Wealthies 2023 rising stars include a TikTok influencer, multiple RIA CEOs, a digital marketing savant and more.

Marketing 317

Marketing Marketing 317

Calculated Risk

SEPTEMBER 13, 2023

The BLS reported on this morning: The Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) increased 3.4 percent over the last 12 months to an index level of 301.551 (1982-84=100). For the month, the index increased 0.6 percent prior to seasonal adjustment. CPI-W is the index that is used to calculate the Cost-Of-Living Adjustments (COLA).

278

278

Wealth Management

SEPTEMBER 13, 2023

These funds saw the most activity over the past 30 days.

311

311

Calculated Risk

SEPTEMBER 13, 2023

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-September A brief excerpt: Interestingly, new home inventory is close to a record percentage of total inventory. This graph uses Not Seasonally Adjusted (NSA) existing home inventory from the National Association of Realtors® (NAR) and new home inventory from the Census Bureau ( only completed and under construction inventory ).

Marketing 266

Marketing Marketing Sales Numbers 266

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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

Clients

Wealth Management

SEPTEMBER 13, 2023

It will use artificial intelligence to help identify tax discrepancies and trigger audits.

Taxes 298

Taxes 298

Nerd's Eye View

SEPTEMBER 13, 2023

For many financial advisors, encouraging new prospects to "think it over" at the end of an initial meeting can seem like a gentle way to offer the prospect space to decide whether the relationship will be right for them, while at the same time, keeping the advisor from feeling that they may be coming across too aggressively by making an immediate sales pitch.

Financial Planning 246

Financial Planning Sales Planning Financial Advisor 246

The Big Picture

SEPTEMBER 13, 2023

This year, we lost one of Wall Street’s brightest lights. Beginning in 1974, and over the next 50 years of investing, Laszlo Birinyi closely watched the markets. He was one of the market’s most insightful observers and served clients with great distinction. He was a Truth-teller, especially about how people allowed financial Media to affect their emotions, and was unusually frank about his fellow strategists and Wall Street salespeople.

Media 219

Media Clients Investing Investments 219

Wealth Management

SEPTEMBER 13, 2023

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

Wealth Accumulation 288

Wealth Accumulation Clients 288

Calculated Risk

SEPTEMBER 13, 2023

From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 0.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 8, 2023. This week’s results included an adjustment for the Labor Day holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 0.8 percent on a seasonally adjusted basis from one week earlier.

Marketing 211

Marketing Marketing 211

Wealth Management

SEPTEMBER 13, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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279

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.

Management

Calculated Risk

SEPTEMBER 13, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned earlier when services less rent of shelter was up 7.6% year-over-year. This has fallen sharply and is now up 3.1% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through July 2023.

Food 182

Food Accounting Economics 182

Wealth Management

SEPTEMBER 13, 2023

Thursday, October 05, 2023 | 2:00 PM ET

Communication 278

Communication Clients 278

Calculated Risk

SEPTEMBER 13, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 212 thousand initial claims, down from 216 thousand last week. • Also at 8:30 AM, Retail sales for August will be released. The consensus is for a 0.1% increase in retail sales. • Also at 8:30 AM, The Producer Price Index for August from the BLS.

Retail 147

Retail Sales 147

Wealth Management

SEPTEMBER 13, 2023

If approved, Franklin plans to use Coinbase Global Inc. as custodian for the fund’s Bitcoin holdings and Bank of New York Mellon for cash.

Banking 173

Banking Planning 173

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.

Numbers

Calculated Risk

SEPTEMBER 13, 2023

From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6 percent in August on a seasonally adjusted basis, after increasing 0.2 percent in July, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.7 percent before seasonal adjustment. The index for gasoline was the largest contributor to the monthly all items increas e, accounting for over half of the increase.

Food 147

Food Medical Insurance Accounting 147

Wealth Management

SEPTEMBER 13, 2023

Andy Sieg is joining Citigroup to run the firm's global wealth business this month.

Banking 162

Banking 162

Abnormal Returns

SEPTEMBER 13, 2023

Autos Ben Carlson and Michael Batnick talk with CarDealershipGuy about the state of the American car market. (theirrelevantinvestor.com) Peter Lazaroff talks with Jesse Cramer about the math behind car ownership. (peterlazaroff.com) Retirement How retirement can open you up to new possibilities. (humbledollar.com) Some tips on how to boost your spending in retirement.

Math 144

Math Retirement Retail Banking 144

Wealth Management

SEPTEMBER 13, 2023

A new report says higher costs are causing many to downsize visions of a comfortable life after their careers end.

Retirement Planning 162

Retirement Planning Retirement Planning 162

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.

Accounting

Discipline Funds

SEPTEMBER 13, 2023

Inflation bumped modestly higher in the August reading of CPI to a rate of change of 3.7%, up from 3.3%. 1 This is well off the high of 8.9% in June of 2022, but also well above the Fed’s 2% inflation target. Core inflation has been a bit stickier at 4.4%, but also well off the high of 6.6% from last September. Core CPI has been stickier in large part because services inflation hasn’t come down while headline CPI has dropped sharply in response to much lower goods inflation.

Economics 111

Economics Marketing Marketing 111

Trade Brains

SEPTEMBER 13, 2023

Mukesh Ambani Investment in Startups : Reliance Industries, the most valuable corporation in India based on market value, is being managed by Mukesh Ambani as chairman and managing director. He is the wealthiest person in Asia and the 13th richest person in the world as of August 2023, with an estimated net worth of $91.2 billion. Top 5 Startups that Mukesh Ambani has Invested in: Mukesh Ambani Investment in Startups #1 – Dunzo In January 2022, Reliance Industries invested INR 1490 crore i

Startup 105

Startup Investing Investments Retail 105

Advisor Perspectives

SEPTEMBER 13, 2023

Bitcoin's price inched down from last week, marking the fourth consecutive weekly decline. Nevertheless, BTC remains up ~55% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 9/12.

Marketing 104

Marketing Marketing 104

Validea

SEPTEMBER 13, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Netflix has a new documentary out on Centenarians ( Live to 100: Secrets of the Blue Zones ) – individuals who live to 100+ years old – and areas of the world with there are high density clusters of centenarians, called Blue Zones. The host of the film, Dan Buettner is author of the book “ The Blue Zones Secrets for Living Longer: Lessons From the Healthiest Places on Earth ”.

Investing 98

Investing Investments Financial Guidance Retirement Planning 98

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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.

Accounting

Advisor Perspectives

SEPTEMBER 13, 2023

Incorporating debt planning into your services helps your clients achieve a more comprehensive and sustainable financial future.

Debt Management 98

Debt Management Management Clients Planning 98

A Wealth of Common Sense

SEPTEMBER 13, 2023

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts latest product enhancement webinar covering the proposal tool with RWM COO Nick Maggiulli and here for a month of free access with YCharts! On today’s show, we discuss: Apple tests limits for most expensive iPhones AI – The hot stocks of the decade? Tropical Bros Shirts: See here for Animal Spirits x Tropical Bros shirts and he.

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98

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? bgregorio Wed, 09/13/2023 - 04:16 In August, superstar singer and entertainer Taylor Swift completed the first leg of her Eras tour in Los Angeles, performing 52 dates through 20 U.S. cities over the past few months. Despite causing Ticketmaster’s (owned by Live Nation Entertainment) website to crash last November due to overwhelming traffic, ticket revenue from Ms.

Economy 98

Economy Clients Economics Investing 98

Advisor Perspectives

SEPTEMBER 13, 2023

Normalizing economic activity and the slow but steadily growing lag effect will result in a recession.

Economics 85

Economics 85

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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?

Sales

Meb Faber Research

SEPTEMBER 13, 2023

Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW Guest: Kevin Carter is the Founder & Chief Investment Officer of EMQQ Global. While he principally considers himself an active “value” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for more than 20 years. Date Recorded: 8/30/2023 | […] The post Episode #499: Kevin Carter, EMQQ Global – India is Happening NOW appeared first on Meb Faber Research

Investments 75

Investments Investing Marketing Marketing 75

Advisor Perspectives

SEPTEMBER 13, 2023

This month, the Census Bureau released its annual report on household income data for 2022. Last year the median (middle) average household income fell by 2.3% to $74,580. Let's take a closer look at the quintile averages, which dates from 1967, along with the statistics for the top 5%.

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Random Roger's Retirement Planning

SEPTEMBER 13, 2023

A phrase that Tadas Viskanta attributed to Khe Hy. It means what you think it means, extra return for more effort and the fulcrum point at which the extra effort is not worth the extra return. I've quantified this point before with the following example of an active trader with a $1 million account. This person could make trading his account a full time job in pursuit of beating the market.

Portfolio 70

Portfolio Accounting Financial Planning Marketing 70

Advisor Perspectives

SEPTEMBER 13, 2023

The median US income in 2022 was $74,580, up from $22,420 in 1984 — a 233% rise over the 38-year time frame. However, if we adjust for inflation chained in 2022 dollars, the 1984 median is $56,780, and the increase drops to 31%.

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69

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Accounting