Calculated Risk

AUGUST 8, 2024

From Dodge Data Analytics: Dodge Momentum Index Expands Another 8% in July The Dodge Momentum Index (DMI), issued by Dodge Construction Network, increased 7.9% in July to 216.3 (2000=100) from the revised June reading of 200.5. Over the month, commercial planning increased 6.8% and institutional planning expanded 11.1%. “While data centers have had an outsized influence on nonresidential planning activity in recent months, more momentum is building across many other major sectors and diversifyin

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Healthcare Planning Retail Economics 331

Wealth Management

AUGUST 8, 2024

In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.

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Retail Assets Planning Management 312

Calculated Risk

AUGUST 8, 2024

The DOL reported : In the week ending August 3, the advance figure for seasonally adjusted initial claims was 233,000 , a decrease of 17,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 249,000 to 250,000. The 4-week moving average was 240,750, an increase of 2,500 from the previous week's revised average.

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Wealth Management

AUGUST 8, 2024

New GenAI-driven technologies can help wealth management firms enhance their customer understanding, streamline operations and deliver more personalized and effective services.

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Wealth Management Management 312

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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

AUGUST 8, 2024

Today, in the Calculated Risk Real Estate Newsletter: Atlanta Fed: Home Ownership Affordability Monitor A brief excerpt: Here is another measure of affordability that readers might find useful from the Atlanta Fed: Home Ownership Affordability Monitor Here is a graph of affordability (higher is more affordable), and of the year-over-year change in affordability through May 2024.

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Wealth Management

AUGUST 8, 2024

F2 Strategy's Doug Fritz gives his take on the most important wealth management tech news, including Envestnet, Orion and cash sweeps.

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Wealth Management Management 306

Wealth Management

AUGUST 8, 2024

Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.

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Recruitment Financial Advisor 299

Abnormal Returns

AUGUST 8, 2024

Fund management Just because it's a 'stock pickers market' doesn't mean managers actually outperform. (morningstar.com) Covered-call ETFs won't save you from a sharp market downturn. (ft.com) Berkshire Hathaway Why See's Candy has been such a big winner for Berkshire Hathaway ($BRK.A). (morningstar.com) Why has Berkshire Hathaway ($BRK.A) built such a big cash pile?

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Financial Advising Media Economy Sales 157

Wealth Management

AUGUST 8, 2024

Jen Roche, who was instrumental in steering Osaic's rebrand, will join LPL Financial's communications and public relations department.

Communication 297

Communication Marketing Marketing 297

Nerd's Eye View

AUGUST 8, 2024

Over the past few decades, financial advisors have explored new ways to structure, build, and grow successful businesses alongside a growing acceptance that "successful business" can be defined in many different ways. Nevertheless, while firm owners have a variety of options available for structuring and building their businesses, the reality is that they can only prioritize a limited number of goals at one time, which then begs the question – how can firm owners navigate the options of wo

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Communication Financial Advisor Numbers Clients 130

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

Wealth Management

AUGUST 8, 2024

MDL Wealth represents the eighth team to join Journey since its inception, and establishes its presence in the Tampa area.

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Advisor Perspectives

AUGUST 8, 2024

Multiple jobholders account for 5.2% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

Accounting 126

Accounting 126

Wealth Management

AUGUST 8, 2024

The power of estate planning, GRATs and technology during times of high volatility in the stock market.

Estate Planning 290

Estate Planning Marketing Marketing Planning 290

A Wealth of Common Sense

AUGUST 8, 2024

Mr. Roth IRA himself, Bill Sweet, joined me again to discuss questions about credit unions vs. banks, how the wash sale rule works, student loan forgiveness vs. tax filing status, tax implications from the sale of a rental property and index funds vs. financial advisors. Further Reading: The Siren Song of Market Timing 1I’m using 10 year Treasuries as my bond proxy here.

Marketing 123

Marketing Marketing Financial Advisor Taxes 123

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

Wealth Management

AUGUST 8, 2024

Many factors – professional and interpersonal – influence whether or not you are better served exploring together or alone.

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Dear Mr. Market

AUGUST 8, 2024

Dear Mr. Market: Ah, Mr. Market , you’ve never been one for subtlety, have you? We’ve all grown accustomed to your erratic behavior, but these past few weeks, you’ve outdone yourself. The dizzying heights we’ve climbed recently have turned into a sharp, gut-wrenching descent. It’s like we were steadily walking up the stairs, only to realize we were stepping into an elevator shaft, and now gravity is having its way with us.

Marketing 105

Marketing Marketing Economics Portfolio 105

Wealth Management

AUGUST 8, 2024

Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.

Clients 289

Clients Management 289

Advisor Perspectives

AUGUST 8, 2024

Let's take a close look at July's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.

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Numbers 84

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

Wealth Management

AUGUST 8, 2024

Don Bennyhoff, who was at Vanguard for nearly 23 years, hopes to differentiate his new firm by helping RIAs demonstrate their value beyond investment management.

Management 288

Management Investing Investments 288

Advisor Perspectives

AUGUST 8, 2024

In the week ending August 3rd, initial jobless claims were at a seasonally adjusted level of 233,000. This represents a decrease of 17,000 from the previous week's figure and is lower than the forecast of 241,000 jobless claims.

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Wealth Management

AUGUST 8, 2024

Cary Carbonaro joins Ashton Thomas as a managing wealth advisor and Women and Wealth Ambassador for the firm.

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Wealth Advisor Management 287

Validea

AUGUST 8, 2024

With all the volatility in the market recently, it can be easy to lose touch with fundamentals. So we thought it would be a good time to take a look at the most widely followed stocks in the market and how they stack up fundamentally. Validea’s guru models quantitatively apply the criteria of some of history’s best investors, including Warren Buffett, Peter Lynch, Ben Graham and Martin Zweig.

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Valuation Sales Portfolio Assets 52

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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

NAIFA Advisor Today

AUGUST 8, 2024

Each quarter the committees of Membership, Grassroots, and IFAPAC (also known as the Trifecta Team) select a member who has gone above and beyond that quarter in each of their respective areas. We are #NAIFAproud to recognize our Q2 2024 Hard Hat Winners, Corrado Gugliotta, LUTCF, FSCP, CLTC, LACP : Membership, Joseph Pearl, CFP : Grassroots, and Timothy Johnson, FSS, LACP : IFAPAC.

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CFP 52

Validea

AUGUST 8, 2024

Benjamin Graham, often referred to as the “Father of Value Investing,” was an influential economist, professor, and investor who laid the groundwork for modern value investing. Born in 1894, Graham developed his investment philosophy during the tumultuous period of the Great Depression. His experiences during this time shaped his conservative, risk-averse approach to investing, which he detailed in his seminal works “Security Analysis” (1934) and “The Intelligent In

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Investing Investments Portfolio Assets 52

Carson Wealth

AUGUST 8, 2024

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

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Taxes Retirement 52

Validea

AUGUST 8, 2024

Investing in stocks that are experiencing upward earnings revisions can be a powerful strategy for generating market-beating returns. This approach is based on the premise that positive changes in earnings expectations often lead to strong stock performance. Let’s explore why this strategy works and how investors can identify promising candidates.

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Transportation Engineering Communication Investing 52

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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

Carson Wealth

AUGUST 8, 2024

Carson Wealth’s Chris Graw, CFP ® , ChFC ® , CLU ® Partner & Wealth Advisor and Matt Hinz, CFP ® , ChFC ® Senior Wealth Advisor discuss the added values of working with a Financial Advisor. The post Value of a Financial Advisor appeared first on Carson Wealth.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP 52

Advisor Perspectives

AUGUST 8, 2024

It has been a tough earnings season for the technology industry, and markets more broadly.

Economy 52

Economy Marketing Marketing 52

NAIFA Advisor Today

AUGUST 8, 2024

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Walter Bond, a Hall of Fame motivational speaker, about his path from sports to motivational speaking.

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Advisor Perspectives

AUGUST 8, 2024

It only takes a quick glance at the US bond curve to realize something is off. One Treasury security — the 20-year — is detached from the rest of the market. It hovers at yields that are far higher than those on the bonds surrounding it — the 10-year and the 30-year.

Marketing 52

Marketing Marketing 52

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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.

Accounting