Calculated Risk
JUNE 5, 2023
Altos reports that active single-family inventory was up 0.7% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 2nd, inventory was at 436 thousand (7-day average), compared to 433 thousand the prior week. Year-to-date, inventory is down 11.1%. And inventory is up 7.6% from the seasonal bottom seven weeks ago.
Wealth Management
JUNE 5, 2023
What the Franklin Templeton-Putnam Investments deal means for advisors and the DC industry.
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The Big Picture
JUNE 5, 2023
My leaving-on-vacation , morning plane reads (see you in 10 days!): • There’s No Easy Exit for Companies Backed by PE and VC : Verdad Advisers’ Dan Rasmussen argues that rising debt costs, compressed margins, and negative cash flow make for a “pretty scary” picture of the health of private companies. ( Institutional Investor ) • Hedge Funds at War for Top Traders Dangle $120 Million Payouts : Paid sabbaticals, huge signing bonuses are among tools being used, as clients foot the bill in chase for
Wealth Management
JUNE 5, 2023
The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 billion in client assets to Creative Planning. It will be the foundation for a business-focused service division within the firm.
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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
The Reformed Broker
JUNE 5, 2023
On this special episode of Live from The Compound, Scott Patterson, Financial Journalist and Wall Street Journal Reporter, joins Michael Batnick and Josh Brown to discuss Scott’s new book, Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis. Follow Scott on: Twitter Book. The post Black Swans, Stock Market Crashes and the Chaos Kings appeared first on The Reformed Broker.
Wealth Management
JUNE 5, 2023
Dynasty’s former COO will join as president of Advisor Group RIA Solutions after leaving the former firm he co-founded in 2010.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 5, 2023
CoStar looked at how Simon Property Group is repositioning some of its malls into mixed-use centers. Some U.S. banks are winding down their commercial real estate loan books even if they have to sell at a discount, reports Bloomberg. These are among the must reads from around the real estate investment world to kick off the new week.
Calculated Risk
JUNE 5, 2023
Today, in the Calculated Risk Real Estate Newsletter: Black Knight Mortgage Monitor: Home Prices Increased Month-to-month in April; Prices Unchanged YoY A brief excerpt: Note: The Black Knight House Price Index (HPI) is a repeat sales index. Black Knight reports the median price change of the repeat sales. Here is a graph of the Black Knight HPI. The index is still up 1.0% year-over-year and will likely turn negative YoY soon. • April’s 0.46% seasonally adjusted rise was down from March’s revise
Wealth Management
JUNE 5, 2023
This piece was generated by entering the question, "How Is AI Helping Financial Advisors Right Now?" into Google’s Bard and is presented with no editing.
Abnormal Returns
JUNE 5, 2023
Crypto The SEC is suing Binance and its founder 'CZ.' (theblock.co) What's in the SEC Binance suit. (theverge.com) AI IBM ($IBM) should be a player in AI. The stock market is skeptical. (barrons.com) AI has put a charge back into the tech industry. (washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows?
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
JUNE 5, 2023
This is how artificial intelligence sees the wealth management industry via illustrations from Midjourney.
The Big Picture
JUNE 5, 2023
RWM is coming to Austin, TX June 12th-14th @Downtown with more details Email us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 Hey Y’all ! We’re coming to Texas to celebrate the opening of RWM Austin! We only have a few slots left to meet with prospective clients — if you would like to learn more about being a client of Ritholtz Wealth Management, this is your ch
Wealth Management
JUNE 5, 2023
The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.
Calculated Risk
JUNE 5, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Roughly Unchanged Over The Weekend Mortgage rates held fairly steady over the weekend. That wasn't necessarily destined to be the case as the underlying bond market suggested another mover higher earlier this morning. But bonds rallied after an important economic report on the services sector suggested slower growth (bonds tend to improve in response to weaker cues on the economy and inflation).
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
JUNE 5, 2023
The machines offer some real advantages, but for now, a human touch still is required.
Abnormal Returns
JUNE 5, 2023
Podcasts Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. (peterlazaroff.com) Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. (standarddeviationspod.com) Justin Carbonneau and Matt Zeigler talk with Northern Trust's Peter Mladina about framing competing purposes in financial planning.
Wealth Management
JUNE 5, 2023
Charts detailing returns by asset class from 1992 to 2022.
Advisor Perspectives
JUNE 5, 2023
Here is a summary of the four market valuation indicators we update on a monthly basis.
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
JUNE 5, 2023
Mohan Naidu and Tushad Driver of Alphathena are among the minds leading the inexorable march of generative AI into financial services.
Alpha Architect
JUNE 5, 2023
This study adds evidence to the literature of social interaction by confirming empirically that investors acquire investment ideas from their family members. Do we invest like our family members? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JUNE 5, 2023
The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.
A Wealth of Common Sense
JUNE 5, 2023
Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s live show, we spoke with Alex Morris, Founder and CIO of F/m Investments to discuss investing in US treasuries in a rising rate environment. On today’s show, we discuss: US Benchmarks Origin story Is the Fed done hiking How Treasury ETFs work How rolling through durations affects your investment Why the 1mo duration is yielding.
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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
JUNE 5, 2023
The cloud-based Toggle AI features in-house machine learning and natural language processing algorithms to address "the IKEA of financial information.
Calculated Risk
JUNE 5, 2023
(Posted with permission). The ISM® Services index was at 50.3%, down from 51.9% last month. The employment index decreased to 49.2%, from 50.8%. Note: Above 50 indicates expansion, below 50 in contraction. From the Institute for Supply Management: Services PMI® at 50.3% May 2023 Services ISM® Report On Business® Economic activity in the services sector expanded in May for the fifth consecutive month as the Services PMI® registered 50.3 percent , say the nation's purchasing and supply executives
Wealth Management
JUNE 5, 2023
Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks.
Integrity Financial Planning
JUNE 5, 2023
A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement. Nearly one in four Gen Xers are not sure when, or even if, they will be able to retire. [1] These numbers are very significant.
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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
JUNE 5, 2023
These minds are leading the inexorable march of generative AI into financial services.
Trade Brains
JUNE 5, 2023
One of the most frequently asked questions that we receive in emails is: ‘Can I make a living trading stock?” or “Should I leave my job to make trading my full-time career? ” or “Should you Quit Your Job to Trade Stocks?” It’s a fascinating idea, right? Quitting your job and working from home trading stocks. No boss, no employee, no politics, nothing.
Wealth Management
JUNE 5, 2023
Engine Capital says despite the company’s efforts, its stock price continues to trade at a discount, having lost nearly 13% of its value year-to-date.
NAIFA Advisor Today
JUNE 5, 2023
For nearly 50 years, the throughline of Doug Lenhoff' s career has been protection. A West Point graduate, Lenhoff spent 15 years in the US Army—including five years in Germany—before making the switch to insurance and financial services. Since then, he’s developed his niche and become an expert in disability insurance.
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