Calculated Risk
MARCH 21, 2023
From the NAR: Existing-Home Sales Surged 14.5% in February, Ending 12-Month Streak of Declines Existing-home sales reversed a 12-month slide in February, registering the largest monthly percentage increase since July 2020, according to the National Association of REALTORS®. Month-over-month sales rose in all four major U.S. regions. All regions posted year-over-year declines.
Wealth Management
MARCH 21, 2023
It’s rare to find a firm that grows strongly and consistently without a strategic growth framework approach.
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The Big Picture
MARCH 21, 2023
Note: We are off to California and Arizona for a few events later this week; publishing will be spotty… Welcome to Spring! Start the new season with our Two-for-Tuesday morning train reads: • Are Banks OK? Where the sector stands after a turbulent week. ( Slate ) see also Déjà Vu? Why 2023 is Not 2008 : But that is incomparable to the 2008-09 era, where every financial institution had consumed CDOs, where toxic sub-prime loans were securitized into ticking time bombs.
Wealth Management
MARCH 21, 2023
Clients who think their advisor really hears what they’re saying tend to stick around for longer.
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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
Calculated Risk
MARCH 21, 2023
Earlier, in the CalculatedRisk Real Estate Newsletter on February existing home sales, NAR: Existing-Home Sales Increased to 4.58 million SAAR in February; Median Prices Declined YoY , I mentioned that the median price was up 0.5% Not Seasonally Adjusted (NSA) from January 2023. Goldman Sachs economists estimated the seasonally adjusted (SA) month-over-month change was down 0.5%, and that median prices were down 4.2% SA from the peak: "The median sales price of all existing homes declined 0.5% m
Wealth Management
MARCH 21, 2023
RMB's Don Bechter details the firm's strategic approach to M&A, organic growth and management of all things capital that has fueled the firm’s success over the years.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 21, 2023
Investors in real estate debt continued to feel the impact of troubles in the banking sector. Bisnow warned that investors in industrial outdoor storage should exercise caution. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
MARCH 21, 2023
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. • During the day: The AIA's Architecture Billings Index for February (a leading indicator for commercial real estate). • At 2:00 PM, FOMC Meeting Announcement.
Wealth Management
MARCH 21, 2023
Chief Growth Officer Rob Sandrew describes how Integrated Parters' acquisition of Laurel Wealth fits into its "deliberate" M&A strategy.
A Wealth of Common Sense
MARCH 21, 2023
John Marsden grew up in a wealthy family. He was a brilliant student who went to Harvard, graduated from law school and eventually fulfilled his dream of becoming a successful lawyer. John got married in his 30s and had children. Leo DeMarco also went to Harvard where he dreamed of becoming a famous writer. But after college he became a high school teacher and loved working with his students so much that his dream never c.
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.
Wealth Management
MARCH 21, 2023
Key elements of a good investment advisor website.
Abnormal Returns
MARCH 21, 2023
Strategy Jeff Ptak, "If we know that we don’t know what we don’t know, then it stands to reason we should give ourselves some breathing room when an issue suddenly bursts onto the scene." (morningstar.com) Risks are often only obvious in hindsight. (youngmoney.co) What risks should you actually hedge? (mr-stingy.com) Finance Banks may have to re-think deposit velocity going forward.
Wealth Management
MARCH 21, 2023
Key elements of a good investment advisor website.
The Reformed Broker
MARCH 21, 2023
Morgan Stanley says buy Meta from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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.
Wealth Management
MARCH 21, 2023
Nationwide, the typical rent for a single-family home rose 5.7% from a year earlier, data from the real estate analytics provider show. All 20 major metro areas tracked by CoreLogic posted single-digit annual rent increases, for the first time since late 2020.
Abnormal Returns
MARCH 21, 2023
Research How should quants take into account intangible assets when measuring the value factor? (alphaarchitect.com) Why use a single set of ESG ratings when you can combine multiple sets. (papers.ssrn.com) The case for equal weighted ETFs. (citywire.com) What happens when you substitute merger arbitrage for high yield in a portfolio. (mailchi.mp) Is it insider trading if executives trade stock in competitors?
Wealth Management
MARCH 21, 2023
Bill Simonet describes the benefits of having the freedom and flexibility of running your own practice.
The Reformed Broker
MARCH 21, 2023
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: ►Tech Resurgence – Silicon Valley Bank event feels bottom-y. The ultimate anecdotal sign. ►1 Year Later – One year ago, the FOMC first hiked interest rates.
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.
Wealth Management
MARCH 21, 2023
In a deal with the Federal Deposit Insurance Corp., New York Community Bancorp Inc. is buying more than $34 billion in Signature’s deposits, as well as $13 billion in loans and 40 bank branches. Left behind is the commercial real estate debt portfolio, weighted heavily toward multifamily buildings bound by a law that restricts landlords’ ability to raise rents.
Million Dollar Round Table (MDRT)
MARCH 21, 2023
By Bryce Sanders You might be involved in the community, a guest at a wedding or at a college alumni event. Whatever it may be, you have opportunities to meet many people, including high-net-worth (HNW) individuals. Are you ready to make the most of those opportunities? Meeting new people is easier than you think, and it doesn’t have to be scary. Here are three steps that simplify the process.
Wealth Management
MARCH 21, 2023
On Monday, JPMorgan Chase Chief Executive Officer Jamie Dimon hatched a new plan to aid First Republic.
MarketWatch
MARCH 21, 2023
Nvidia Corp. NVDA said Tuesday it was launching four new platforms that allowed developers to build specialized artificial intelligence models. At Nvidia’s annual GTC developer conference, Chief Executive Jensen Huang introduced the L4 for AI video, the L40 for image generation, the H100 NVL for large language model deployment, and Grace Hopper for recommendation models.
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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.
Wealth Management
MARCH 21, 2023
Even if the investments declined in value last year, you might still be on the hook for capital gains.
MarketWatch
MARCH 21, 2023
U.S. Xpress Enterprises Inc. USX announced Tuesday an agreement to be acquired by Knight-Swift Transportation Holdings Inc. KNX, in a deal that values U.S. Xpress shares at more than four times the latest closing price. Under terms of the deal, which the companies said is valued at $808 million, shareholders of the provider of truckload carrier services will receive $6.15 in cash for each U.S.
Wealth Management
MARCH 21, 2023
In its annual outlook on cyber threats, the Financial Services Information Sharing and Analysis Center, or FS-ISAC, reported that ransomware remained the biggest concern.
Advisor Perspectives
MARCH 21, 2023
If you work with boomer-generation women, are you properly responding to their need for lifetime income? Consider this parable.
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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?
Wealth Management
MARCH 21, 2023
For trillion-dollar investment groups Franklin Templeton, Invesco and JPMorgan Asset Management, the accelerating financial instability seen in Silicon Valley Bank, Credit Suisse Group AG and First Republic Bank are cues to speed up preparations.
MarketWatch
MARCH 21, 2023
The S&P 500 on Tuesday posted its highest close since the collapse of Silicon Valley Bank earlier this month, which sent shockwaves through financial markets and raised concerns about the stability of the U.S. banking system. The S&P 500 index SPX closed up about 51 points, or 1.3%, ending near 4,003, according to preliminary data from FactSet. That was its highest close since May 6, four days before the failure of Silicon Valley, the biggest bank collapse since the 2008 global financial crisis.
Wealth Management
MARCH 21, 2023
Focusing on talent, operational efficiency, sustainability and the client experience will set your practice up for success, says FP Transitions' Scott Leak.
MarketWatch
MARCH 21, 2023
Nvidia Corp. NVDA said Tuesday it was launching DGX Cloud, a service where businesses can get instant access to artificial intelligence models. At Nvidia’s annual GTC developer conference, CEO Jensen Huang said the service allows a customer “to access its own AI supercomputer” over a web browser at $37,000 per instance per month. “We are at the iPhone moment of AI,” Huang said during the presentation.
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