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Altos reports that active single-family inventory was up 1.0% week-over-week. Inventory is now up 49.7% from the February seasonal bottom. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024. The black line is for 2019. Inventory was up 33.4% compared to the same week in 2023 (last week it was up 34.0%), and down 21.0% compared to the same week in 2019 (last week it was down 22.6%).
Podcasts Frazer Rice talks RIA marketing with Richard Heft, President of EXT Marketing. (frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings. (podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. (youtube.com) The biz Schwab Advisor Solutions will look to boost revenue, just not through custody fees.
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
From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.34% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.34% as of September 30, 2024. According to MBA’s estimate, 170,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.3 million borrowers since March 2020.
Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: "Looser market conditions for the ninth consecutive quarter" Excerpt: From the NMHC: Though the Apartment Market Continues to Loosen, Deal Flow Increases for Third Consecutive Quarter as Debt and Equity Conditions Improve Apartment market conditions showed signs of improvement in the National Multifamily Housing Council’s (NMHC’s) October 2024 Quarterly Survey of Apartment Market Conditions.
Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: "Looser market conditions for the ninth consecutive quarter" Excerpt: From the NMHC: Though the Apartment Market Continues to Loosen, Deal Flow Increases for Third Consecutive Quarter as Debt and Equity Conditions Improve Apartment market conditions showed signs of improvement in the National Multifamily Housing Council’s (NMHC’s) October 2024 Quarterly Survey of Apartment Market Conditions.
From Matthew Graham at Mortgage News Daily: Rates Jump Quickly to Highest Levels Since July By the smallest of margins, mortgage rates are back up to levels last seen in July. That means we've gone from being fairly close to 6% in mid-September to being nearly as close to 7% today when it comes to top tier 30yr fixed scenarios for the average lender.
For small advisory firms that are beginning to grow and ready to add new staff, a Client Service Associate (CSA) or similar support role is a common early hire. Ideally, this person will free up an advisor's time to let them focus on other tasks (which are likely income-producing and will allow the advisor to continue to grow the firm). However, if a new CSA is not onboarded well, then advisors run the risk of taking on additional management responsibilities without a corresponding lift in task
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
If your company (e.g. the target company) is getting acquired, you’ll want to understand what happens to your stock. When a company buys another company, what can happen to your stock depends on several factors, including if you own stock outright or vested/unvested stock options/RSUs. Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company.
Join us at XYPN LIVE 2024 for the AdviceTech Competition, where innovative solutions are showcased, with CurrentClient winning Best in Show and Quivr CRM as Advicer’s Choice!
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.
This semiconductor company, which operates in the dropped around 8% in the day’s trading after it was trading around 2% up after they released their Q2FY25 results and Board to raise Rs. 3,500 through the QIP route. Price Action With a market capitalization of Rs. 1,18,725.31 Crores, the shares of CG Power and Industrial Solution were trading at Rs. 776.75 per equity share, down 5 percent from its previous day’s close price of Rs. 818.80.
The agency said the investment manager failed to adhere to its own investment criteria on three ESG-marketed ETFs that WisdomTree shuttered earlier this year.
A dark cloud will be hanging over Boeing Co. when it releases its third-quarter earnings report Wednesday morning and Chief Executive Officer Kelly Ortberg, who has only been in the job since August, presides over his first quarterly conference call with analysts for the storied planemaker.
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.
Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.
A couple of quick hits today. This chart of alternative strategies is from a webinar that the ReturnStacked guys put on last week. And here is a correlation matrix and you can see the order that I have the proxies listed, corresponds with the chart above. For the most part, the correlations to the S&P 500 are quite low. Yesterday, I talked about using this screening process as a first step to exploring diversifiers.
Rather than go back and reminisce about the articles I’m most proud of, I think a better exercise is to look at those I got wrong and reflect on what might be learned.
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.
In the newly created position, Abbey Eastham, a former senior investment solutions manager at Cetera, will manage the relationship between Realta and its network of over 150 advisors.
One of the leading FMCG stocks engaged in the business of providing popular brands such as Tata Tea, Tetley, Eight O’Clock Coffee, Tata Salt, and Tata Sampann has plunged by over 8.5% after the announcement of the September quarter of the financial year 2025. Stock Movement: After announcing its quarterly results, Tata Consumer Products Limited’s share has plunged by 8.59%.
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.
The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.
When thinking about preparing tax returns each year, many taxpayers have a binary view about the outcome that looks something like this: Owe Tax: BAD Receive Refund: GOOD While this may be the case if you are living paycheck-to-paycheck and … Continued The post Goals of Tax Planning appeared first on Financial Symmetry, Inc.
Risk. It’s a tiny word for a critical investment concept, one that necessarily merits ample discussion by advisors with their clients. Unfortunately, evidence suggests this may not be happening evenly across the advisory industry.
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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