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
Today, in the Calculated Risk Real Estate Newsletter: IICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October" A brief excerpt: And on Florida inventory: Florida has experienced some of the largest inventory gains in recent months • In fact, six of the nine markets seeing the strongest inventory growth over the past three months – Palm Bay (+22pp), Lakeland (+21pp), Tampa (+19pp), Cape Coral (+18pp), North Port (+16pp) and Orlando (+14pp) – are located in th
Altos reports that active single-family inventory was down 1.8% week-over-week and is now up 1.0% year-over-year. Inventory will decrease seasonally for next several weeks (for the Holidays). Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of December 1st, inventory was at 556 thousand (7-day average), compared to 566 thousand the prior week.
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
Strategy Investing is hard. Really hard. (awealthofcommonsense.com) Be skeptical of anyone offering you better returns absent higher risk. (obliviousinvestor.com) Crypto Coinbase ($COIN) is benefiting from the rally in Bitcoin and issues with its competitors. (barrons.com) Binance's legal problems are not done - the SEC is still on the line. (wsj.com) Companies Alaska Air ($ALK) has offered to buy Hawaiian Airlines ($HA).
Podcasts Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. (standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. (podcasts.apple.com) The biz Software is eating financial advice. (theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen.
Podcasts Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. (standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. (podcasts.apple.com) The biz Software is eating financial advice. (theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen.
Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Black Diamond has announced the launch of its own CRM system, targeting advisors at mid-size firms who have data complexity and workflow needs greater than what more basic CRM options can accommodat
Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.
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.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Slightly Higher, But Still Effectively at 3-Month Lows Apart from this past Friday, you'd have to go back to September 1st to see lower mortgage rates than today. the incoming economic data has the potential to send rates significantly higher or lower. The first key report is CPI, the consumer price index, which serves as the most widely traded update on inflation.
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.
AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.
Fundamental Analysis of Gujarat Pipavav Port: Ports are crucial for global trade as they serve as busy crossroads where goods are exchanged, linking countries and boosting economies. These maritime gateways play a vital role in international business by facilitating the flow of products from around the world. One such company operating in this sector is Gujarat Pipavav Port.
Weekly Market Insights: Stocks Rise As Bond Yields Fall A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, ended marginally higher by 0.13%. 1,2,3 Stocks Move Higher The stock market digested November’s robust gains for much of last week but
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.
XYPN Ops, formerly known as XYVA, has put in over 6,000 hours of work for our members by digging into 200+ different systems. You could say we’ve learned a thing or two about which systems are the most efficient and work together the best. We’ve compiled a list of six financial advisor tools that will get your firm up and running.
Today’s show is brought to you by Teucrium We had Sal Gilbertie, CEO of Teucrium on the show to get an update on global commodity markets in 2023. On today’s show, we discuss: Where the name Teucrium comes from An update on supply and demand dynamics in agricultural markets The golden grain cycle The cost of production and expected returns for commodities Teucriums long short agricultural fund How everyone g.
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.
Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to boosting your retirement savings: Assess Your Financial Situation Honestly This isn’t as easy as it sounds.
The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared! The year-end rally continued last week, with stocks up five weeks in a row. Stocks soared in November for one of the best months ever, but history suggests more gains are likely.
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?
The article discusses the importance of integrating psychology into the field of financial planning and highlights the need to understand and address the psychological aspects of financial decision-making and client relationships. Untangling Behavioral Finance and the Psychology of Financial Planning was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
I have been somewhat retired for a few years now. I have my speaking and training engagements, the occasional consulting project, some mentoring of individuals and organizations, and my writing. They keep me reasonably busy along with bridge and yoga.
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.
311 
Let's personalize your content