Wealth Management

JULY 18, 2024

Alternative asset investment behemoth Blackstone also teased two new funds aimed at wealth clients will launch in 2025.

Assets 295

Assets Clients Investing Investments 295

Abnormal Returns

JULY 18, 2024

Markets A great visualization of how calm the U.S. stock had been up until this week. (sherwood.news) Legalized gambling is illegal in India, but online stock trading is not. (on.ft.com) Finance Private equity is sitting on record dry powder. (institutionalinvestor.com) No one really knows where that capital is headed. (ft.com) Private credit has plenty of capital to put to work as well.

Financial Advising 263

Financial Advising Media Economy Taxes 263

Wealth Management

JULY 18, 2024

The latest RIA to sign a partnership with the alternative investment platform is Ashton Thomas Private Wealth.

Investing 294

Investing Investments 294

Calculated Risk

JULY 18, 2024

What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For June, Realtor.com reported inventory was up 36.7% YoY, but still down 32.4% compared to April 2017 to 2019 levels. Now - on a weekly basis - inventory is up 35.8% YoY. Realtor.com has monthly and weekly data on the existing home market.

Sales 262

Sales Numbers Marketing Marketing 262

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Wealth Management

JULY 18, 2024

Tom Taylor, who's been with Cetera for nearly three decades, will depart at the end of the year, while the firm searches for a replacement.

Retirement 289

Retirement Sales 289

Abnormal Returns

JULY 18, 2024

Books Jack Raines talks with Nat Eliason author of "Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance." (sherwood.news) An excerpt from "The Techno-Humanist Manifesto" by Jason Crawford. (freethink.com) Global China's debt reckoning is ongoing. (wsj.com) How Ukraine spun up a defense industry. (bloomberg.com) Colombia is awash in cocaine.

Financial Services 259

Financial Services 259

Calculated Risk

JULY 18, 2024

From STR: U.S. hotel results for week ending 13 July The U.S. hotel industry reported higher performance results than the previous week but lower comparisons year over year, according to CoStar’s latest data through 13 July. 7-13 July 2024 (percentage change from comparable week in 2023): • Occupancy: 69.2% (-3.7%) • Average daily rate (ADR): US$158.21 (-1.5%) • Revenue per available room (RevPAR): US$109.51 (-5.2%) emphasis added The following graph shows the seasonal pattern for the hotel occu

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Wealth Management

JULY 18, 2024

Integrations between the two will enable compliance, capture and analysis of data from ChatGPT Enterprise usage.

Compliance 283

Compliance 283

Calculated Risk

JULY 18, 2024

Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container).

Retail 147

Retail 147

Wealth Management

JULY 18, 2024

LPL Financial’s liquidity and succession program representatives discuss what advisors, independent business owners and next gens need to consider as they grow their businesses and explore long-term and short-term options.

Financial Advisor 278

Financial Advisor 278

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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

Clients

Calculated Risk

JULY 18, 2024

The DOL reported : In the week ending July 13, the advance figure for seasonally adjusted initial claims was 243,000 , an increase of 20,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 222,000 to 223,000. The 4-week moving average was 234,750, an increase of 1,000 from the previous week's revised average.

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Wealth Management

JULY 18, 2024

Mo Sparks, the former director of exchange-traded products at the NYSE and a Vanguard veteran, will lead the initiative.

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Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The Bloomberg US Aggregate Bond Index outperforms short-term Treasuries in the second half of the year. Here we sit at midyear, and many investors should be feeling pretty good.

Investing 139

Investing Investments Economy Economics 139

Wealth Management

JULY 18, 2024

Regulatory intelligence, data management, smart workflow and data security are key tenets compliance officers will need their tools to meet going forward.

Wealth Management 277

Wealth Management Management Compliance 277

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

A Wealth of Common Sense

JULY 18, 2024

A reader asks: As someone that spends too much time thinking about buying a lake house, I would love to hear your thoughts. The argument that you will feel tied down and obligated to go to the lake house at the expense of other travel worries me. A few weeks ago I wrote about my all-time high in savings and why it was a mistake. Here’s something I shared: But I no longer feel it’s necessary to go over and abov.

Investing 123

Investing Investments 123

Wealth Management

JULY 18, 2024

According to the brokerage regulator, Laura Casey purchased securities in clients’ brokerage accounts when she could have avoided sales charges by using advisory accounts.

Accounting 276

Accounting Sales Clients 276

Advisor Perspectives

JULY 18, 2024

The Conference Board Leading Economic Index (LEI) decreased in June to its lowest level since April 2020. The index fell 0.2% from the previous month to 101.1, its smallest monthly decline in the past four months.

Economics 105

Economics 105

Wealth Management

JULY 18, 2024

Through the end of May, just over 100 ESG funds were launched this year, well short of the 566 launches during all of 2023.

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262

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

JULY 18, 2024

FINRA has released new data for margin debt, now available through June. The latest debt level was flat last month at $809.32 billion. Margin debt is unchanged month-over-month (MoM) and up 18.8% year-over-year (YoY). However, after adjusting for inflation, debt level is down 0.1% MoM and up 15.4% YoY.

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Wealth Management

JULY 18, 2024

Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.

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FMG

JULY 18, 2024

An excellent advisor website can make all the difference in connecting with a potential client. That’s why we’re proud to partner with LPL Financial advisors to help keep their sites up-to-date and modern, with clear value propositions, easy navigation, engaging content, and more. Here are 5 LPL Financial advisor websites that highlight what makes an advisor site great while bringing traffic to their site : 1.

Wealth Management 97

Wealth Management Retirement Planning Financial Advisor Clients 97

Wealth Management

JULY 18, 2024

John Miller, First Eagle Investments, shares insights on a top-performing fund.

Investing 247

Investing Investments 247

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.

Accounting

AdvicePay

JULY 18, 2024

Are disjointed workflows and manual data entry slowing down your firm’s growth? Imagine eliminating tedious tasks, improving data accuracy, and creating a seamless experience for your entire team – home office, advisors, and clients alike.

Clients 65

Clients Management 65

Advisor Perspectives

JULY 18, 2024

In June, nominal home values increased for a 15th straight months while "real" home values declined. Last month's ZHVI came in at $363,438, up 0.2% from the previous month and up 3.8% from one year ago. However, after adjusting for inflation, the real figures are -0.1% month-over-month and -1.5% year-over-year.

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NAIFA Advisor Today

JULY 18, 2024

Shantell Wright is a seasoned professional with 14 years of experience in the financial services industry. He is also the visionary behind a financial services company that offers solutions to build and grow wealth. Having overcome personal challenges, Shantell uses his experience to empower clients from all socio-economic backgrounds. With a commitment to adding value, making connections, and creating an impact, he partners with marketing expert John Lewis to reimagine financial services throug

Financial Services 52

Financial Services Marketing Marketing Education 52

Advisor Perspectives

JULY 18, 2024

In the week ending July 13th, initial jobless claims were at a seasonally adjusted level of 243,000, an increase of 20,000 from the previous week's figure. The latest reading is higher than the forecast of 229,000 jobless claims.

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Accounting

Trade Brains

JULY 18, 2024

In earlier days, the power of connectivity was familiar through various meetings in physical and when the internet became prominent it was the value unlocking. Now, with connectivity through the internet, people hold the power to revolutionize the change. The connectivity has ensured integration across people, corporations, and government. Reliance is looking to indulge in various businesses by acquiring, and entering into partnerships and joint ventures as their oil business is cash-generating

Investing 52

Investing Investments Financial Services Retail 52

Advisor Perspectives

JULY 18, 2024

The latest Philadelphia Fed manufacturing index remained in positive territory for a sixth straight month as manufacturing activity expanded overall. In July, the index rose to 13.9 from 1.3 in June, coming in above the forecast of 2.7. The six-month outlook increased to 38.7, its highest level in three years.

Manufacturing 59

Manufacturing 59

Ballast Advisors

JULY 18, 2024

As you approach retirement, safeguarding your financial security takes on new importance in today’s digital world. Just as you’ve diligently planned for your finan cial future, it’s crucial to ensure that your sensitive financial information remains protected online. Wealth management firms play a pivotal role in this, employing stringent data security practices to keep your assets secure and maintain their reputation for reliability.

Wealth Management 52

Wealth Management Retirement Taxes Education 52

Advisor Perspectives

JULY 18, 2024

Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.

Marketing 59

Marketing Marketing 59

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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?

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