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The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually. However, as the industry has shifted towards an ongoing relationship model, advisors have felt compelled to demonstrate consistent value to their clients throughout the year.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey — Mortgage applications increased 0.3 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending November 24, 2023. This week’s results include an adjustment for the observance of the Thanksgiving holiday.
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
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie Serious Delinquencies in October: Single Family Declined, Multi-Family Increased Brief excerpt: Single-family serious delinquencies continued to decline in October, however, multi-family serious delinquencies increased. Freddie Mac reports that multi-family delinquencies increased to 0.26% in October, up from 0.15% in October 2022.
Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." (morningstar.com) Christine Benz and Jeff Ptak talk with Mike Moran, managing director and pension strategist for Goldman Sachs ($GS) about the state of retirement preparedness. (morningstar.com) Same As Ever Lessons learned from Morgan Housel's new book "Same As Ever: Timeless Lesson on Wealth, Greed and Happiness.
Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." (morningstar.com) Christine Benz and Jeff Ptak talk with Mike Moran, managing director and pension strategist for Goldman Sachs ($GS) about the state of retirement preparedness. (morningstar.com) Same As Ever Lessons learned from Morgan Housel's new book "Same As Ever: Timeless Lesson on Wealth, Greed and Happiness.
Strategy It can take awhile for investors to come around to a bull market. (ritholtz.com) It's hard to be a pessimistic long-term investor. (blog.validea.com) Rates Positive real interest rates give bond investors a cushion. (alphaarchitect.com) Is the top finally in for mortgate rates? (mortgagenewsdaily.com) Crypto Does Binance really have a second life, post-indictment?
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for an increase to 218 thousand from 209 thousand last week. • Also at 8:30 AM, Personal Income and Outlays, October 2023. The consensus is for a 0.2% increase in personal income, and for a 0.2% increase in personal spending.
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.
Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Atlanta based on information collected on or before November 17, 2023." On balance, economic activity slowed since the previous report , with four Districts reporting modest growth, two indicating conditions were flat to slightly down, and six noting slight declines in activity.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in September A brief excerpt: NOTE: Starting next month, I’ll add some comparisons to 2019 data (pre-pandemic)! Each month I track closed sales, new listings and active inventory in a sample of local markets around the country (over 40 local housing markets) in the US to get an early sense of changes in the housing market.
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.
From the BEA: Gross Domestic Product (Second Estimate) Corporate Profits (Preliminary Estimate) Third Quarter 2023 Real gross domestic product (GDP) increased at an annual rate of 5.2 percent in the third quarter of 2023 , according to the "second" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP increased 2.1 percent.
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.
Today’s Animal Spirits is brought to you by the Victory Shares Free Cash Flow ETF: See here for more information on getting exposure to high-quality companies with trailing and expected free cash flow Register here for Episode 2 of The Smoke Show, on November 29th at 2PM Eastern On today’s show, we discuss: A default cycle has started, but credit spreads remain tight Billions wiped out as stock-safety tra.
In a session that lasted more than two hours, the justices suggested that people accused of fraud by the SEC have a constitutional right to go before a federal court jury, at least when the commission is seeking civil penalties.
At Appletree Business Services, everything we do is for our clients—from bookkeeping to payroll and more. And while hearing their feedback is more than enough for us, it’s always nice when our services are recognized by the wider industry. That’s why we’re proud to announce that Appletree is the recipient of the Clutch Global and Clutch Champion awards for 2023 in recognition of our commitment to excellence in the small business accounting services field.
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.
Ever since Alan Turing’s “imitation game,” we’ve been acutely aware of the importance of measuring the capabilities of computers against our own miraculous brains.
Real gross domestic product increased at an annual rate of 5.2% in Q3 2023, according to the second estimate. The latest estimate is higher than the forecasted 4.9% growth and is more than double the pace of the Q2 2023 GDP final estimate of 2.1%.
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?
Bitcoin's price hovered about $37,000 this past week as the digital currency closed each day of the past week between $37,000 and $38,000. BTC is now up ~126% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 11/28.
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.
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