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Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Jan 21, 2023. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory growth continued to climb with for-sale homes up 69% above one year ago.
PAG gets a new CEO; Pitcairn takes on a new role; Commonwealth adds $230 million team from Advisor Group; Carson Wealth moves into Missouri; Focus firm announces second deal this month; and Dynasty Financial partners with an insurance provider.
The BEA released the Personal Income and Outlays report for December: Personal income increased $49.5 billion (0.2 percent) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI) increased $49.2 billion (0.3 percent) and personal consumption expenditures (PCE) decreased $41.6 billion (0.2 percent).
Former broker Anthony Liddle misrepresented the risk of GWG 'L' Bonds, a popular product sold by his broker/dealer, the subject of the SEC’s first Reg BI action. Then, Liddle pocketed clients' money.
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: Has Housing "Bottomed"? Brief excerpt: I’ve heard some positive comments from a number of real estate agents in the last week about the existing home market. Activity is still down sharply year-over-year (YoY), but the YoY decline is getting smaller. And some upbeat comments on new home sales. Way back in 2009, I pointed out that there are usually two bottoms for housing.
Most podcasts have a Q&A between a guest and the host. Whenever I get together with Pete, it’s just two idiot friends BS-ing about whatever. I hope you enjoy this hour-long discussion about everything and nothing. (We start at the 15:15 mark). Pete always sneaks in some early chitchat that is candid and I don’t expect to make it to the show; after 4 years, I should know better.
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Most podcasts have a Q&A between a guest and the host. Whenever I get together with Pete, it’s just two idiot friends BS-ing about whatever. I hope you enjoy this hour-long discussion about everything and nothing. (We start at the 15:15 mark). Pete always sneaks in some early chitchat that is candid and I don’t expect to make it to the show; after 4 years, I should know better.
Jensen Huang’s chipmaker is Wall Street’s top pick for traders looking to profit from the AI chatbot, giving him the greatest wealth gain this year among US billionaires.
The biz The podcasting business has gone from gold rush to mature in a couple of years. (niemanlab.org) Spotify ($SPOT) has yet to make the most of its podcast acquisitions. (theverge.com) Twenty lessons Ryan Holiday learned making his podcast including ' (ryanholiday.net) AI Derek Thompson talks with Ben Thompson, of Stratechery, about the wide-ranging impact of AI.
Vestmark’s launch of six Focused Index Portfolios this week represent the tech provider’s first foray into asset management. The firm’s fully personalized direct index platform is still in the works.
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Nathan Vardi, and Downtown Josh Brown discuss Nathan’s book (For Blood and Money), the biotech landscape, hedge fund returns, the GOAT of investing, venture capital, why the market is rallying, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
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.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses. By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of
From the NAR: Pending Home Sales Increased 2.5% in December, Ending Six-Month Slide Pending home sales increased in December for the first time since May 2022 — following six consecutive months of declines — according to the National Association of Realtors®. The Northeast and Midwest recorded month-over-month reductions, while the South and West posted monthly gains.
Strategy The investment landscape has completely transformed in the past century. (awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. (portfoliocharts.com) Why so many investors get caught up in return chasing. (novelinvestor.com) The stock market is constantly providing us 'instant feedback' much to our detriment.
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.
Sponsored by Adrian Durham, FNZ Group CEO, shares his insights on the future of the wealth management industry, including the importance of transparency, personalization, and market leading technology - and how these factors play a crucial role in
From CoStar: STR: MLK Day Leads to Slightly Lower US Weekly Hotel Performance With the Martin Luther King Jr. holiday, U.S. hotel performance came in slightly lower than the previous week, according to STR‘s latest data through Jan. 21. Jan. 15-21, 2023 (percentage change from comparable week in 2019*): • Occupancy: 54.2% (-6.2%) • Average daily rate (ADR): $140.16 (+11.3%) • evenue per available room (RevPAR): $75.97 (+4.4%) *Due to the pandemic impact, STR is measuring recovery against compara
It is believed that during stagflation, investors tend to turn to gold as a safe haven asset as the economic and financial conditions are uncertain. Additionally, gold is seen as a hedge against inflation, as its value is not tied to any currency or government.
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.
This chart on creating shareholder value through ESG engagement is useful when evaluating if ESG practices boost valuations. Improving ESG Practices Boosts Valuations was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Six questions I’m thinking about right now: Is inflation falling because things are normalizing or because we’re going into a recession? This is going to be one of the hardest economic questions to answer in the coming months as inflation falls. One thing is for sure — we are NOT in a recession right now. The 4th quarter of last year saw real GDP grow at an annualized pace of 2.9%.
While we might stop growing physically as adults, that doesn’t mean we can’t learn and grow in other ways. One way to continue growing and developing is to ask ourselves personal growth questions. Asking profound questions and checking in with yourself can help your mindset and help you connect with yourself and others. So how do you have a deep conversation with yourself?
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.
Sometimes it feels like the job of a financial professional just keeps getting harder. There is tremendous competitive pressure out there, and not just from other financial professionals. The competition now includes low-cost providers and automated Robo-advisors. Asset management, many argue, has become commoditized. More than ever, financial professionals need ways to separate themselves and demonstrate the value of the services they provide.
U.S. stock indexes finished modestly higher on Friday with the tech-heavy Nasdaq Composite spearheading gains, as investors digested inflation data and corporates' fourth-quarter earnings reports ahead of next week's Federal Reserve monetary policy meeting. The S&P 500 advanced 10 points, or 0.3%, to end at 4,070, while clinching its highest closing level since Dec. 2, along with a third winning week in the last four.
Retirement is a time for rest, relaxation, and a chance to sit back and appreciate all that we have gained. No longer do we have to rush around trying to meet deadlines or fulfill the demands of a boss. Instead, we can take the time to slow down and truly enjoy the moments we have planned. Gone are the days of frantically rushing from one task to the next, always chasing after success and the next big thing.
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?
Donors were again very generous in their support of their favorite charities in 2022 despite inflation and poor performance across the financial markets.
Investing in the stock market, real estate, or crypto has never been easier. Gone are the days when you had to be an expert or work with a stock broker to buy company shares or invest your money. You can invest your money in several ways, with options for every level of risk tolerance and investment understanding. Many of the best online brokerages are designed for beginner investors and offer unique incentives for signing up.
Shares of Lucid Group Inc. LCID rocketed 62.7% in very active afternoon trading, paring an earlier intraday gain of as much as 97.8%, prior to its latest trading halt for volatility. The electric vehicle and battery pack maker’s stock was trading down on the day until just before 11 a.m. Eastern, the gains started accelerating a little after noon, the really took off just before 1 p.m.
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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