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From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 10.5 million on the last business day of November, the U.S. Bureau of Labor Statistics reported today. Over the month, the number of hires and total separations changed little at 6.1 million and 5.9 million, respectively. Within separations, quits (4.2 million) and layoffs and discharges (1.4 million) changed little. emphasis added The following graph shows job openings (black line), hires (dar
The Philly Fed’s November State Coincident Indicators snuck out while I was away (1/28/22). There are increasing signs of local distress revealed in the midwest, and lots of softness elsewhere. As detailed here , over the past month, the SCI indicies increased in 30 states, decreased in 13 states, and remained stable in seven, for a one-month diffusion index of 34.
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
Happy perihelion day! Kick off the day where the Earth’s orbit is nearest to the Sun with our morning train reads: • Rookie Traders Are Calling It Quits, and Their Families Are Thrilled : Many who picked up investing during the pandemic are cooling on the hobby ( Wall Street Journal ). • Eyeliner Out of Stock? Blame TikTok : Items going viral on social media sites are selling out, posing new supply-chain challenges. ( Wall Street Journal ) see also How TikTok Became a Diplomatic Crisis :
Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs.
From the MBA: Mortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 13.2 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 30, 2022. The results include adjustments to account for the holidays.
From the MBA: Mortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 13.2 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending December 30, 2022. The results include adjustments to account for the holidays.
Cartesian Growth Corporation has closed on its deal to merge with RIA Tiedemann Group and wealth and investment manager Alvarium Investments. The combined firm began trading under the ticker "ALTI.
Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients wi
A new study from the Federal Reserve finds that among professional investors, neither intelligence nor other personality traits and cognitive skills matter much.
Wards Auto released their estimate of light vehicle sales for December: Fullsize Trucks Lift December U.S. Light-Vehicle Sales Above Expectations; Calendar 2022 Ends at 11-Year Low (pay site). Wards Auto estimates sales of 13.31 million SAAR in December 2022 (Seasonally Adjusted Annual Rate), down 5.9% from the November sales rate, and up 4.7% from December 2021.
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.
The Flagstaff, Ariz.-based John Lopez promised clients his "algorithm" guaranteed 10% returns; he faces 20 years in prison for allegedly deceiving clients of his non-registered business, Personal Money Management Company.
Today, in the Calculated Risk Real Estate Newsletter: Moody's: National Multifamily Supply and Demand at Lowest Levels since 2009 A brief excerpt: The big story here is that demand for apartments fell off a cliff in Q4 2022, but that new supply was also very low, even though there are a large number of apartments currently under construction. First, from Moody’s Analytics Senior Economist Lu Chen and economist Xiaodi Li: Apartment struck a balance, Office demand plummeted, and Retail remains fla
The Wall Street Journal analyzes Blackstone’s recent deal with the University of California. Smaller banks are stepping up to fill some of the gap left by other commercial real estate lenders, reports Bisnow. These are among today’s must reads from around the commercial real estate industry.
Retirement Why you need a diversified life portfolio in retirement. (wsj.com) Why you want to have options in retirement. (kiplinger.com) Everybody wants the FI in FIRE. (bestinterest.blog) Giving up How to de-prioritize activities that don't serve you. (genyplanning.com) Why you should choose simplicity over complexity: the case against FSAs. (abnormalreturns.com) This startup site is designed to provide people with information about divorce.
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. Thursday: • At 8:15 AM ET, The ADP Employment Report for December. This report is for private payrolls only (no government). The consensus is for 145,000, up from 127,000 jobs added in November. • At 8:30 AM, Trade Balance report for November from the Census Bureau. The consensus is the trade deficit to be $76.1 billion.
The world’s largest asset manager told clients in the BlackRock UK Property Fund in the past few days that it will defer redemption requests made at the end of September 2022.
Investors need to accept we’re in a new paradigm, says Ritholtz’s Josh Brown from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.
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.
From the Fed: Minutes of the Federal Open Market Committee, December 13–14, 2022. Excerpt: In discussing the policy outlook, participants continued to anticipate that ongoing increases in the target range for the federal funds rate would be appropriate to achieve the Committee's objectives. In determining the pace of future increases in the target range, participants judged that it would be appropriate to take into account the cumulative tightening of monetary policy, the lags with which monetar
There were a number of reasons for the large losses in financial markets this past year — the Fed went on a rating hiking rampage, bond yields rose a great deal, inflation hit 40 year highs, there was a war and about a dozen other factors. However, there was also an Occum’s razor answer for the losses in financial markets in 2022. Sometimes the reason asset prices fall is because they went up too much in the f.
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.
Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. Whether your roof sprung a leak, you lost your job or your dog needs emergency surgery, you’ll need an emergency fund to cover surprise expenses. Here is a quick guide to creating a successful emergency fund , so you can feel more confident when an unexpected cost comes up: What is an Emergency Fund?
On today’s show, we discuss: Stock and bond markets shed more than $30tn in brutal 2022 10 predictions for 2022 10 predictions for 2023 Cathie Wood’s grim 2022 is over, next year also looks bad The tech IPO market collapsed in 2022, and next year doesn’t look much better Big banks predict recession, Fed pivot in 2023 Your coworkers are less ambitious, bosses adjust to the new order Here’s.
(Posted with permission). The ISM manufacturing index indicated contraction. The PMI® was at 48.4% in December, down from 49.0% in November. The employment index was at 51.4%, up from 48.4% last month, and the new orders index was at 45.2%, down from 47.2%. From ISM: Manufacturing PMI® at 48.4% December 2022 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in December for the second consecutive month following a 29-month period of growth, say the na
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?
Unless you’re one of the few people who knows exactly what they want to do with their life, choosing your future career can be challenging. With a high job satisfaction rate and a healthy real estate market, more people are turning to the real estate industry. Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit).
Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximiz
The Fed’s hoped-for inflation goal of 2% is “no longer credible,” wrote Bill Ackman, founder of Pershing Square Capital Management, in a Twitter thread he posted after Fed Chair Jerome Powell stated that interest rates would keep rising until inflation hits that golden 2%. Instead, the Fed should aim for a 3% target in order to bolster long-term growth, Ackman wrote in the tweets, which were cited in an article in Bloomberg.
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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