The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters. Hamburger also hosts the MarketCounsel Summit , which has been called “ the Davos of wealth management.

Compliance 296

Compliance Wealth Management Consulting Management 296

Calculated Risk

APRIL 22, 2023

At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.44 million SAAR in March; Median Prices Declined 0.9% YoY • March Housing Starts: Most Multi-family Under Construction Since 1973 • Lawler on Demographics: New Population Estimates Incorporate Unprecedented Methodological Changes • Why Measures of Existing Home Inventory appear Different • 4th Look at Local Housing Markets: California Home Sales down 34% YoY in March; Prices Down 7.0% YoY This is u

Sales 259

Sales Marketing Marketing 259

The Reformed Broker

APRIL 22, 2023

We really had a blast hanging with Ric this week. Downloads for the podcast went crazy yesterday. Here’s the video version above. Have a great weekend! Subscribe to The Compound on YouTube here. The post Ric Edelman on The Compound (Video) appeared first on The Reformed Broker.

Marketing 211

Marketing Marketing 211

Calculated Risk

APRIL 22, 2023

The key reports scheduled for this week are the advance estimate of Q1 GDP and March New Home sales. Other key reports include February Case-Shiller house prices and Personal Income and Outlays for March. For manufacturing, the April Dallas, Richmond and Kansas City manufacturing surveys will be released. -- Monday, April 24th -- 8:30 AM ET: Chicago Fed National Activity Index for March.

Manufacturing 195

Manufacturing Sales Management 195

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Clients

Abnormal Returns

APRIL 22, 2023

EVs Only 10 models qualify for the full $7,500 US tax credit. (bloomberg.com) Longer-lived ICEs are going to slow the adoption of EVs. (gregor.substack.com) Got an EV question? Call EV Live. (insidehook.com) Transport Solid-state batteries are the future. (grist.org) Autonomous construction equipment is still a ways off. (wired.com) American farmers are now importing Japanese mini-trucks.

Transportation 130

Transportation Financial Advising Media Taxes 130

Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You might be surprised to know that even less than 2.5% population of India participates in the Indian stock market, even when the Indian economy is one of the fastest-growing economies in the world.

Investing 98

Investing Investments Marketing Marketing 98

Trade Brains

APRIL 22, 2023

A Guide to download the complete list of stocks listed in the Indian stock market: There are over 5,000 publically listed stocks on the Indian stock market. And this makes it really tough for an investor to study each one of them individually. Wouldn’t it be easier if you can find an excel sheet with the complete list of stocks listed in Indian stock market and categorized by their industry?

Marketing 98

Marketing Marketing Numbers Investing 98

Steve Sanduski

APRIL 22, 2023

There are several components that affect the growth of a fee-based advisory business. Additive to Growth New clients Existing clients adding additional assets Market movement Subtractive from Growth Lost clients (averages 3% per year) Clients receiving distributions (averages 3 – 5% per year) Advisor’s fee (averages 1% per year) Market movement Notice that before accounting for market movement, on the low end, you have to add about 7% of new revenue just to breakeven (3% lost clients + 3% distri

Clients 65

Clients Distribution Assets Financial Advising 65

Advisor Perspectives

APRIL 22, 2023

Chinese economic data blew expectations out of the water this week, reflecting a strong comeback for the Asian giant as it finally emerges from the world’s most restrictive pandemic-era lockdown.

Economics 59

Economics 59

Fortune Financial

APRIL 22, 2023

“Many prefer to invest in a high-growth industry, where there’s a lot of sound and fury. Not me. I prefer to invest in a low-growth industry like plastic knives and forks, but only if I can’t find a no-growth industry like funerals. That’s where the biggest winners are developed… “In a no-growth industry, especially one that’s boring and upsets people, there’s no problem with competition.

Retail 52

Retail Sales Financial Advisor Economics 52

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

Advisor Perspectives

APRIL 22, 2023

Sometimes when volatility jolts financial markets, the safest trades can quickly morph into dangerous bets.

Marketing 52

Marketing Marketing Financial Market 52

oXYGen Financial

APRIL 22, 2023

![CDATA[ The events and exhibitions industry has demonstrated significant transformation in the past couple of years. Most of the transformation in this sector can be attributed to the pandemic. When the coronavirus pandemic hit, practitioners in this sector responded by implementing innovations to keep the industry running. Practitioners in the live event and exhibition sector have maintained.

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Advisor Perspectives

APRIL 22, 2023

Investors are losing their ability to resist a stock rally that much of Wall Street is convinced is doomed.

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The Big Picture

APRIL 22, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Apocalypse Sow : Can Anything Stop the Feral Hog Invasion? They’ve overrun nearly the entire state, causing hundreds of millions of dollars in damage annually in spite of widespread attempts at eradication—including traps, contraceptives, and a heavily armed Ted Nugent. ( Texas Monthly ) • Pre-rolled Joints and TikTok Feuds: This Is the Diamond District?

Consulting 261

Consulting Compliance Investing Investments 261

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

Advisor Perspectives

APRIL 22, 2023

Back before clocks went digital, you could say “a stopped clock is right twice a day” and even youngsters would know what you meant. A mechanism could be nonfunctional but occasionally correct.

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