This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 9.6 million on the last business day of March , the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations were little changed at 6.1 million and 5.9 million, respectively. Within separations, quits (3.9 million) changed little, while layoffs and discharges (1.8 million) increased. emphasis added The following graph shows job openings (black line), hire
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: ►Uber Earnings – “Based on data from Bloomberg, 262 companies in the $spx have reported, sales growth in 1Q is 4% and earnings growth is -2.69%” ►Cap Weighted Rules – “It’s rare for t.
Real estate debt funds are targeting all types of strategies, but are becoming particularly active on construction financing, an area where the pullback from banks has been more severe.
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
Notes: This CoreLogic House Price Index report is for March. The recent Case-Shiller index release was for February. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: March US Annual Home Price Growth Dips to Lowest Rate in More Than a Decade CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for March 2023.
The company’s website, automation and text messaging platforms will now be connected in one unified system, with new pricing and a single compliance platform.
Today, in the Calculated Risk Real Estate Newsletter: Lawler: AMH Net Seller of Existing Single-Family Homes, “Investor” Home Purchases Plunged Brief excerpt: Housing economist Tom Lawler brings us some interesting data from Invitation Homes and also from several public builders: Invitation Homes Net Seller of SF Properties for Second Straight Quarter; Rent Growth Slows but Remains Elevated Invitation Homes, the largest publicly-traded holder of single-family properties, reported that it dispose
Today, in the Calculated Risk Real Estate Newsletter: Lawler: AMH Net Seller of Existing Single-Family Homes, “Investor” Home Purchases Plunged Brief excerpt: Housing economist Tom Lawler brings us some interesting data from Invitation Homes and also from several public builders: Invitation Homes Net Seller of SF Properties for Second Straight Quarter; Rent Growth Slows but Remains Elevated Invitation Homes, the largest publicly-traded holder of single-family properties, reported that it dispose
The Real Deal looks at what JPMorgan’s takeover of First Republic Bank means for the real estate industry. ULI predicts a slowdown until 2025. These are among today’s must reads from around the commercial real estate industry.
Welcome back to the 331st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue. What's unique about Jake, though, is how he’s been able to grow to over $550,000 of revenue in just 4 years since launching from scratch, and how he realized that becau
Wards Auto released their estimate of light vehicle sales for April: U.S. Light-Vehicle Sales Continue to Surprise on High Side (pay site). Wards Auto estimates sales of 15.91 million SAAR in April 2023 (Seasonally Adjusted Annual Rate), up 7.4% from the March sales rate, and up 11.4% from April 2022. Click on graph for larger image. This graph shows light vehicle sales since 2006 from the BEA (blue) and Wards Auto's estimate for April (red).
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Icahn Enterprises Hindenberg Research has Icahn Enterprises LP ($IEP) in their sights. (hindenburgresearch.com) Icahn Enterprises LP ($IEP) has a very cozy relationship with Jefferies. (ft.com) JP Morgan Chase The First Republic acquisition will put JP Morgan Chase ($JPM) in front of the tech industry. (theinformation.com) Jamie Dimon wants no part of the jumbo mortgage market.
Another advisor team—this time a San Diego-based group that managed $1 billion in client assets—has departed First Republic, as JPMorgan Chase takes over the troubled bank.
Today, in the Calculated Risk Real Estate Newsletter: A Policy Proposal to Increase the Utilization of the Current Housing Stock A brief excerpt: Here is a policy proposal that will likely help increase inventory in many areas (especially in high-cost areas) and would increase the utilization of the current housing stock. There is much more in the article.
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.
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 April. This report is for private payrolls only (no government). The consensus is for 135,000 payroll jobs added in April, down from 145,000 added in March. • At 10:00 AM, the Q1 2023 Housing Vacancies and Homeownership from the Censu
Tyler Rigsbee will spend two years in prison for faking a client’s identity to steal from their account and stealing from another to cover up the initial theft.
Quant stuff Sign up for free for the 2023 edition of the Democratize Quant conference. (alphaarchitect.com) The CFA Institute has created a separate Data Science for Investment Professionals Certificate. (institutionalinvestor.com) Research How to use ChatGPT to summarize financial disclosures. (papers.ssrn.com) Why intangibles matter - accounting conservatism distorts results.
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.
On Monday the S&P 500 closed at a little more than 4,100. That’s a level the index first hit in May 2021. A lot has changed in the intervening two years from a market perspective. This is a snapshot of how things looked back in May 2021: Fed funds rate: 0% (on the floor) 10 year treasury yield: 1.6% (generationally low) Inflation rate: 4.2% (uncomfortable but still felt transitory) Mortgage rates: 3.0% (ridicu.
As a financial professional, you have probably noted how different clients react to the presentation of their financial plans. Some may engage more when you’re just having a conversation. Or perhaps they like it when you show them charts and graphics while others like to have a physical interaction with the information you are presenting. The reasons could come down to each client’s individual learning style.
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.
Without short-term savings goals, it can be difficult to move the needle toward a brighter financial future. That said, short-term savings goals can help you to create a plan for your money and help you avoid procrastination. Let’s explore more about what these goals are, why you should set them, and how to reach them. Table of contents What are short-term savings goals?
CI’s borrowing, which mounted as it went on an acquisition spree of US registered investment advisory firms, has become a concern for analysts and investors.
Understanding Peter Lynch Categories of Stocks in the Stock Market: Peter Lynch is a renowned American investor, Ex-manager of the Magellan fund at Fidelity Investment, and author of the best-selling book “One Up on the Wall Street” He has famously known for his average 29.2% annual returns that he provided for his investors while managing the Magellan fund for the duration of 13 years.
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?
By Sandy Schussel One of the biggest misconceptions about financial advisors’ success is the idea that their services, planning and advice are what clients want most. They’re not. Clearly, your services, advice and recommendations are important. But there’s something more important. Understand what matters The most important factor in your success is something else, and it’s right under your nose.
Sprout Social Inc. SPT shares dropped in the extended session Tuesday after the social-media management software company’s forecast revenue for the current quarter fell short of Wall Street estimates. The company reported a first-quarter loss of $10.3 million, or 19 cents a share, compared with a loss of $9.8 million, or 18 cents a share, in the year-ago period.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content