The Reformed Broker

DECEMBER 8, 2022

Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward. It’s always a lot of fun and registration is free. This takes place tomorrow (Friday) December 9th at 12 noon ET (11am CT). This is a presentation for wealth management and asset management professionals, you can reg.

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Wealth Management Assets Management 338

Calculated Risk

DECEMBER 8, 2022

The DOL reported : In the week ending December 3, the advance figure for seasonally adjusted initial claims was 230,000 , an increase of 4,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 225,000 to 226,000. The 4-week moving average was 230,000, an increase of 1,000 from the previous week's revised average.

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Mish Talk

DECEMBER 8, 2022

Reserve balances, reverse repos, and interest rate paid to banks from St. Louis Fed, chart by Mish. Chart Notes Data reflects end of month numbers. The latest reserve balance is from the New York Fed. The rest of the numbers are via a St. Louis Fed download. Note the stairstep pattern on interest paid on reserves. The interest rate rises every time the Fed hike rates.

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Banking Numbers Economics 300

Wealth Management

DECEMBER 8, 2022

Those who embrace the tech landscape now will have a greater claim to success as the financial industry slowly realizes the opportunities digital marketing provides.

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Marketing Marketing 299

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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

The Big Picture

DECEMBER 8, 2022

One of the reasons people in the investment community respect Howard Marks so much is he says what he believes and lets the chips fall where they may. His observations are always insightful, and over the years have becomeopular, but what really set him apart were his big contrarian observations, such as the Amazon dot Bomb in 1999. I did not get to his recent What Really Matters?

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Investing Investments 280

Wealth Management

DECEMBER 8, 2022

Malls and military bases make for successful synergy in the experience of mall operator PREIT, reports Chain Store Age. The Real Deal looks at common conspiracy theories in the commercial real estate industry. These are among today’s must reads from around the commercial real estate industry.

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Wealth Management

DECEMBER 8, 2022

Firms are still investing in co-living units. But the sector has gone through a transformation in the past few years.

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Investing Investments 278

Calculated Risk

DECEMBER 8, 2022

Today, in the Calculated Risk Real Estate Newsletter: 2023 Housing Forecasts A brief excerpt: Towards the end of each year, I collect some housing forecasts for the following year. For comparison, new home sales in 2022 will probably be around 640 thousand, down from 771 thousand in 2021. Total housing starts will be around 1.55 million in 2022, down slightly from 1.60 million in 2021.

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Sales 246

Wealth Management

DECEMBER 8, 2022

Steps to create a personal newsletter that people will actually enjoy.

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Calculated Risk

DECEMBER 8, 2022

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Dec 3, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory growth held steady with for-sale homes up 53% above one year ago.

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Sales Marketing Marketing 246

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

Wealth Management

DECEMBER 8, 2022

Advisors at Cetera can access Carefull, Wealthbox CRM is integrated with Catchlight, Redtail upgrades Imaging and TIFIN rolls out AMP.

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Abnormal Returns

DECEMBER 8, 2022

Markets U.S. gasoline prices are below where they were a year ago. (nytimes.com) Checking in on the state of the muni bond market. (morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' (blog.validea.com) The questions for alternative assets: how much do you need to own to move the needle? (institutionalinvestor.com) Companies Companies really don't want you to call them.

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Financial Advising Media Assets Economy 245

Wealth Management

DECEMBER 8, 2022

Mukund Ravipaty, chief information security officer of Commonwealth Financial Network, outlines the five steps advisors should take to safeguard themselves from growing cybersecurity threats.

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Calculated Risk

DECEMBER 8, 2022

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. T otal U.S. rail carloads in November were down 0.9% from last year , but the weekly average for the month (232,547) was slightly higher than the weekly average so far in 2022 (231,961). In November, eight of the 20 carload categories we track had gains.

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Retail 243

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

Wealth Management

DECEMBER 8, 2022

After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes three of his daughters. Larry discusses the value of family, legacy, business ownership, autonomy, and more.

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Mish Talk

DECEMBER 8, 2022

National Rent Report Please consider the latest National Rent Report by Apartment List. Our national index fell by 1 percent over the course of November, marking the third straight month-over-month decline, and the largest single month dip in the history of our index, going back to 2017. The timing of the recent cooldown in the rental market is consistent with the typical seasonal trend, but its magnitude has been notably sharper than what we’ve seen in the past, suggesting that the recent swing

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Numbers Marketing Marketing Economics 223

Wealth Management

DECEMBER 8, 2022

As more advisors move to RIA affiliations, the firms are beginning to replicate their broker/dealer counterparts in terms of legal restrictions on advisors, according to Hamburger Law Chief Litigation Officer Sharron Ash.

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Calculated Risk

DECEMBER 8, 2022

From CoStar: STR: US Hotel Occupancy Starts December Lower Than Pre-Pandemic Week U.S. hotel performance came in higher than the previous week but showed weakened comparisons to 2019, according to STR‘s latest data through Dec. 3. Nov. 27 through Dec. 3, 2022 (percentage change from comparable week in 2019*): • Occupancy: 55.4% (-7.7%) • Average daily rate (ADR): $141.71 (+10.2%) • Revenue per available room (RevPAR): $78.50 (+1.7%) *Due to the pandemic impact, STR is measuring recovery against

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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

Wealth Management

DECEMBER 8, 2022

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

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Calculated Risk

DECEMBER 8, 2022

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, The Producer Price Index for November from the BLS. The consensus is for a 0.3% increase in PPI, and a 0.2% increase in core PPI. • At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary for December). • At 12:00 PM, Q3 Flow of Funds Accounts of the United States from the Federal Reserve.

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Accounting 130

Wealth Management

DECEMBER 8, 2022

Firms have brought 422 new ETFs to the market so far this year, on track to surpass last year's record number for debuts.

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Marketing Marketing Numbers 162

A Wealth of Common Sense

DECEMBER 8, 2022

A reader asks: People are saying that the bond market is screaming recession. Has the bond market ever been wrong? Any notable examples and why was it wrong? The bond market is known for being much smarter than the stock market but we don’t have to go back very far to find a time when it was wrong. The bond market certainly DID NOT see the pandemic-induced inflation coming.

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Economy Marketing Marketing 123

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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

Wealth Management

DECEMBER 8, 2022

Facebook’s parent company signed a 25-year lease on Fibonacci Square, a 375,000-sq.-ft. (34,800-square-meter) office in Dublin, in 2018. Meta has instructed its agent, Cushman & Wakefield Plc, to sublet newly developed blocks to other occupiers, according to a person familiar with the matter.

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Carson Wealth

DECEMBER 8, 2022

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner. Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, but in the years going forward. Here’s how: Identify Financial Goals.

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Estate Planning Budgeting Financial Advisor Risk Tolerance 98

Mullooly Asset Management

DECEMBER 8, 2022

As the year wraps up, it’s a best practice to review your finances. One of the main reasons we see folks getting into financial trouble is because they refuse to take stock of where they stand. In a year like 2022, where the stock market has slumped and inflation has increased everyone’s monthly expenses, it […].

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Marketing Marketing 98

Accounting for Good

DECEMBER 8, 2022

The post The 2022 year in review for NFP accounting at AFG first appeared on ACCOUNTING FOR GOOD.

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Accounting 98

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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

Million Dollar Round Table (MDRT)

DECEMBER 8, 2022

By Matt Pais, MDRT Content Specialist Each month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. These were the most popular episodes in 2022. Enjoy, and thanks for listening!

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Management 97

Advisor Perspectives

DECEMBER 8, 2022

Let's take a closer look at this week's employment report numbers on Full and Part-Time Employment.

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Numbers 61

Wealthfront

DECEMBER 8, 2022

At Wealthfront, we’re on a mission to build a financial system that favors people, not institutions. This mission informs every aspect of how we interact with clients, including how we charge fees for our products and services. Wealthfront’s fees are low, simple, transparent, and consistent. We’ve charged the same low, 0.25% annual advisory fee with […].

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Clients 59

Norman Marks

DECEMBER 8, 2022

Earlier this week, I enjoyed a conversation with Joshua Rosenberg, Executive Vice President and Chief Risk Officer of the Federal Reserve Bank of New York. I was great to chat with a gentleman who has a prominent position, and whose thinking on risk management appears to be well aligned with mine (with a few exceptions, […].

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Risk Management Banking Management Compliance 58

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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.

Accounting