Wealth Management

JUNE 25, 2024

The estate tech company is betting that increased human service and support are worth sacrificing speed.

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Abnormal Returns

JUNE 25, 2024

Alternatives Pension plans could generate equivalent returns with low-cost, index investments. (crr.bc.edu) Equity funds with VC investments don't outperform. (papers.ssrn.com) Just how big is the carried interest loophole. (papers.ssrn.com) 52 week highs Liquidity picks up at 52-week highs. (papers.ssrn.com) Do corporate bonds take note of 52-week stock highs?

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Retail Management Planning Investing 289

Wealth Management

JUNE 25, 2024

A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.

Portfolio 280

Portfolio Financial Advisor Retail Clients 280

Nerd's Eye View

JUNE 25, 2024

Welcome everyone! Welcome to the 391st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Christopher Jones. Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. What's unique about Chris, though, is how he has built a highly efficient solo practice that allows him to work fewer than 25 hours/ week to have more time for his family and manage

Clients 241

Clients Financial Advisor Financial Planning Planning 241

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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

JUNE 25, 2024

Terramar Wealth leaves SagePoint, one of the b/ds consolidated into Osaic, after 22 years with the firm.

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Calculated Risk

JUNE 25, 2024

S&P/Case-Shiller released the monthly Home Price Indices for April ("April" is a 3-month average of February, March and April closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Break Prvious Month's All-Time High in April 2024 The S&P CoreLogic Case-Shiller U.S.

Assets 195

Assets Marketing Marketing 195

Calculated Risk

JUNE 25, 2024

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 6.3% year-over-year in April; FHFA: House Prices Increased 0.2% in April, up 6.3% YoY Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for April ("April" is a 3-month average of February, March and April closing prices). April closing prices include some contracts signed in December, so there is a significant lag to this data.

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Wealth Management

JUNE 25, 2024

Gwen Weithaus will join as chief compliance officer for one of Cetera’s network of four independent firms and will report to Cetera Chief Risk Officer Joseph Neary.

Compliance 263

Compliance Investments Investing 263

Calculated Risk

JUNE 25, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, New Home Sales for May from the Census Bureau. The consensus is for 650 thousand SAAR, up from 634 thousand in April. • During the day, The AIA's Architecture Billings Index for May (a leading indicator for commercial real estate).

Sales 173

Sales 173

Wealth Management

JUNE 25, 2024

U.S. District Judge Holly Teeter dismissed defamation charges Edelman made against Mariner but allowed the misappropriation and conspiracy claims to remain in place.

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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

Abnormal Returns

JUNE 25, 2024

Strategy Stop dissing standard deviation as a risk measure. (morningstar.com) ETF is not a euphemism for good investment. (etf.com) Finance Can Citi ($C) ever catch up to its peers? (wsj.com) Where did all the Chinese IPOs go? (nytimes.com) The Series A crunch is here. (tomtunguz.com) Weight loss Novo Nordisk ($NVO) is building a new plant in North Carolina to manufacture weight loss drugs.

Financial Advising 173

Financial Advising Manufacturing Media Economy 173

Wealth Management

JUNE 25, 2024

Amplify efficiency, enhance the client experience, and support compliance.

Clients 241

Clients Compliance 241

Calculated Risk

JUNE 25, 2024

Two key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust.

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Sales 162

Wealth Management

JUNE 25, 2024

While not exactly a free lunch, for some investors, it's been a free stop at the dessert tray.

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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

JUNE 25, 2024

Here’s a headline you only see during a bull market: This is from the article: “It’s a new way of making money,” Nova told Fortune. “New possibilities for people: that you don’t have to, in this day and age, work as hard. Work smarter, not harder.” Following the stars has worked out for Nova. She quit her job as a tarot reader and astrology consultant this year to day-trade, fin.

Marketing 136

Marketing Marketing Consulting 136

Advisor Perspectives

JUNE 25, 2024

I have long admired Jonathan Clements. His columns in The Wall Street Journal introduced me to index-based investing. I was deeply saddened to read his column in HumbleDollar, dated June 15, 2024, that, at age 61, he has been diagnosed with lung cancer that has metastasized to his brain and “a few other spots.

Investing 128

Investing Investments 128

Calculated Risk

JUNE 25, 2024

From WardsAuto: June U.S. Light-Vehicle Sales Likely Reduced by Cyberattack (pay content). Brief excerpt: Unknown is how many unit sales in June might be lost because of the attack. Not all affected dealers stopped selling vehicles and many that did have since resumed, often manually processing sales and finding alternative ways to deliver vehicles to customers.

Sales 124

Sales 124

Million Dollar Round Table (MDRT)

JUNE 25, 2024

By Bryce Sanders How much do people know about you as a financial advisor or life insurance agent? Suppose someone across the room pointed you out. How would that person describe you, and would it be accurate? When you join a local nonprofit or other community organization, you might be surrounded by high-net-worth individuals, but are they aware of you and do they know how you can be of service to them as an advisor?

Nonprofit 95

Nonprofit Financial Advisor Insurance Marketing 95

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

JUNE 25, 2024

The Federal Housing Finance Agency (FHFA) house price index (HPI) increased to 424.3 in April, a new all-time high. U.S. house prices rose by 0.2% from the previous month and are up 6.3% from one year ago. After adjusting for inflation, the real index was flat month-over-month and up 4.0% year-over-year.

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Wealthfront

JUNE 25, 2024

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. If I have extra cash, should I use it to pay off my mortgage early […] The post Ask Wealthfront: Should I Pay Off My Mortgage Early or Invest?

Investing 64

Investing Investments Media 64

Advisor Perspectives

JUNE 25, 2024

The Conference Board's Consumer Confidence Index® slightly weakened in June. The index fell to 100.4 this month from May's downwardly revised 101.3. This month's reading was better than expected, exceeding the 100.0 forecast.

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Steve Sanduski

JUNE 25, 2024

Guests: Andrew M. Bailey, Bradley Rettler, and Craig Warmke , philosophers, Bitcoin enthusiasts, and coauthors of the new book Resistance Money: A Philosophical Case for Bitcoin. In a Nutshell: Whenever Bitcoin makes headlines, skeptics dismiss the cryptocurrency as a solution in search of a problem, a technology with no mainstream uses, or a Ponzi scheme waiting for its next sucker.

Ethics 64

Ethics Government Financial Advisor Assets 64

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

Advisor Perspectives

JUNE 25, 2024

Home prices continued to trend upwards in April as the benchmark 20-city index rose for a fourteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.4% increase month-over-month (MoM) and a 7.2% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to 0.0% and the YoY was reduced to 1.3%.

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SEI

JUNE 25, 2024

Short descript campaign test page 1

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Advisor Perspectives

JUNE 25, 2024

It might seem like a far-fetched concept, but making the sale should be a consistently predictable and effortless experience. Your outcomes should not be unpredictable and you should not have to “follow-up” on qualified prospects who have ghosted you.

Sales 64

Sales 64

SEI

JUNE 25, 2024

Campaign sandbox 3

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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.

Accounting

Advisor Perspectives

JUNE 25, 2024

When it comes to personalization, automation can be one of our most powerful tools. That might sound paradoxical, but it’s not.

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SEI

JUNE 25, 2024

Sandbox test campaign 4

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Advisor Perspectives

JUNE 25, 2024

The Chicago Fed National Activity Index (CFNAI) rose to +0.18 in May from -0.26 in April. Three of the four broad categories of indicators used to construct the index increased from April and two categories made positive contributions in May. The index's three-month moving average, CFNAI-MA3, fell to -0.09 in May from -0.05 in April.

Economics 59

Economics 59

SEI

JUNE 25, 2024

Staying at the Omni Nashville Hotel, parking, and things to do in Nashville.

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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?

Sales