Wealth Management
SEPTEMBER 20, 2022
While inflation and geopolitical instability continue to create challenges for investors, they have also increased the attractiveness of U.S. commercial real estate as a “safe haven” for capital.
Calculated Risk
SEPTEMBER 20, 2022
Today, in the CalculatedRisk Real Estate Newsletter: August Housing Starts: Record Number of Housing Units Under Construction Excerpt: The fourth graph shows housing starts under construction, Seasonally Adjusted (SA). Red is single family units. Currently there are 812 thousand single family units under construction (SA). This is below the previous four months, and 16 thousand below the peak in April and May.
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Wealth Management
SEPTEMBER 20, 2022
A focus on employee training, deepening your understanding of firm KPIs and enhancing brand power keeps leaders focused on producing future growth.
Calculated Risk
SEPTEMBER 20, 2022
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately?owned housing starts in August were at a seasonally adjusted annual rate of 1,575,000. This is 12.2 percent above the revised July estimate of 1,404,000, but is 0.1 percent below the August 2021 rate of 1,576,000. Single?family housing starts in August were at a rate of 935,000; this is 3.4 percent above the revised July figure of 904,000.
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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
Wealth Management
SEPTEMBER 20, 2022
These mistruths can bias investment decisions and distort advisor-client relationships.
Nerd's Eye View
SEPTEMBER 20, 2022
Welcome back to the 299th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Regan. Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households. What's unique about Tim, though, is how he leverages the independence he gained by transitioning from an insurance agency model to becoming a hybrid with Thrivent Advisor Network to focus his fi
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Meb Faber Research
SEPTEMBER 20, 2022
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […]. The post Ben Inker, GMO – Dispelling Myths in The Value vs.
Wealth Management
SEPTEMBER 20, 2022
Recent U.S. acquisitions by Amancio Ortega’s Pontegadea are representative of a broader shift in family office investment preferences.
The Reformed Broker
SEPTEMBER 20, 2022
Final Trades: Morgan Stanley, JPMorgan, GM & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
SEPTEMBER 20, 2022
About 15 million clients’ details were compromised over a five-year period starting 2015.
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.
Calculated Risk
SEPTEMBER 20, 2022
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in August A brief excerpt: The big story for August existing home sales is the sharp year-over-year (YoY) decline in sales. Another key story is that new listings are down YoY in August as the sellers’ strike continues. Of course, active listings are up sharply YoY, but inventory growth has stalled.
Wealth Management
SEPTEMBER 20, 2022
Choir also announced that Dani Fava, group head of product innovation at Envestnet, has joined its board of directors.
Abnormal Returns
SEPTEMBER 20, 2022
MBAs What happens when MBAs don't tell their employers their grades? (wsj.com) MBAs don't necessarily choose the path most likely to make them super-rich. (mailchi.mp) Equities David Blanchett, "There appears to be more uncertainty around the future return of equities when bond yields are higher." (advisorperspectives.com) A potential headwind for equities: historically low taxes and interest rates.
Wealth Management
SEPTEMBER 20, 2022
Properly defining your available target market and leveraging data to engage them are more important than ever.
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.
The Reformed Broker
SEPTEMBER 20, 2022
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?FedEx or Uber? – Fedex kicks us off with a big disappointing announcement one week before scheduled earnings… ?A Less Intense Low – “Watching for a “Less Intense” October Low” ?
Wealth Management
SEPTEMBER 20, 2022
A return to a normal energy market could prove to be a double whammy for unwary inflation hedgers.
The Irrelevant Investor
SEPTEMBER 20, 2022
Yesterday was a crazy day of football. The Jets came back from 13 point deficit with two minutes to go. I heard Cousin Sal say the previous 2,200 times a team was up that much with that little time remaining, they won. Wild stuff. The Dolphins came back after being down 21 points going into the fourth quarter. That hasn’t happened since 2006. Tua Tagovaila had six touchdowns.
Wealth Management
SEPTEMBER 20, 2022
A combination of investment mechanics and the unpredictable nature of the economic and business environment means that attempts to time investments in private equity are highly unlikely to succeed, and will serve to undermine efforts to create a sustainable investment program.
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.
Alpha Architect
SEPTEMBER 20, 2022
This time is almost always different, it seems, but the data suggest that things are typically always the same: chaotic and volatile. Stock market investors should be prepared for large short-term moves in stocks and they should be skeptical of narratives suggesting a causal relationship between environmental variables and future volatility. Has the Stock Market Systematically Changed?
Wealth Management
SEPTEMBER 20, 2022
The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year.
Mullooly Asset Management
SEPTEMBER 20, 2022
One of the most common misconceptions about retirement is that it is a single continuous event. You tell your boss, or whoever you need to, that you do not plan on working anymore and you’re off into this new stage of life called retirement. Maybe there is a little celebration, a gold watch, or just […].
Wealth Management
SEPTEMBER 20, 2022
New CalPERS’ investment chief decried the fund’s underperforming returns over the past decade, reports The Wall Street Journal. Apartment rent growth normalized to a more moderate pace in August, according to Multifamily Dive. These are among today’s must reads from around the commercial real estate industry.
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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.
Trade Brains
SEPTEMBER 20, 2022
Top Stocks Under Rs 10 : A few decades ago, very few people would invest in the stock market. When they did, they would receive share certificates as a symbol of ownership. Demat accounts weren’t in existence and they would lose track of their investments. Years later their children or grandchildren find these certificates. They find that the shares that their grandparents had bought at throwaway prices years ago are worth a lot currently.
Wealth Management
SEPTEMBER 20, 2022
Groupama Immobilier sold the building, located 150 meters from the Arc de Triomphe, to a new fund, Cheval Paris. The price tops the previous record of 613 million euros paid for a building on the famous street.
Conneqtor
SEPTEMBER 20, 2022
Conneqtor Partners with FMG to Help Financial Advisors with the Implementation of Proven Marketing Best Practices Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.
Wealth Management
SEPTEMBER 20, 2022
The firm is joining Tent, a nonprofit network of major corporations committed to supporting refugees, New York-based Blackstone said Tuesday in a statement. The alternative-asset manager said it has already hired 500 displaced people.
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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?
MainStreet Financial Planning
SEPTEMBER 20, 2022
“MainStreet Chalk Talk”. The MainStreet Financial Planning Discussion Club. When: Tuesday 10-18-22 at 730pm Eastern; 430pm Pacific. ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Sign Up by Clicking Here. Medicare Roadmap. Hosted by: Vida Jatulis . Guest commentator: Paul Bever, RHU, DIA.
Steven J. Wilson
SEPTEMBER 20, 2022
You write a marketing action plan by first understanding your target market and then creating a detailed strategy to reach them. This is done through various marketing channels, such as advertising, public relations, or online marketing. When writing a marketing action plan, it is essential to keep in mind your overall business goals and how […].
Steve Sanduski
SEPTEMBER 20, 2022
Podcasting is a wonderful way to showcase the talents, insights, and creativity of the amazing people that populate our world. In that spirit, I’m thrilled to announce two special series of episodes that I’m launching this fall. The first series of episodes is in partnership with CAIS, the leading alternative investment platform for financial advisors.
Steven J. Wilson
SEPTEMBER 20, 2022
The 7Ps of digital marketing include product, price, promotion, place, people, process, and physical environment. Understanding how these elements work together can create a more holistic and practical approach to your online marketing initiatives. How the 7Ps in marketing work together Product The first step in any digital marketing strategy is to identify what product […].
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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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