Wealth Management
SEPTEMBER 20, 2023
To an outsider, advisor Cary Carbonaro looked like a strong, successful woman. But behind closed doors, she faced physical, mental and verbal abuse on a daily basis in a toxic relationship.
Calculated Risk
SEPTEMBER 20, 2023
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 5.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 15, 2023. Last week’s results included an adjustment for the Labor Day holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 5.4 percent on a seasonally adjusted basis from one week earlier.
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Wealth Management
SEPTEMBER 20, 2023
Cannabis ETFs were among those posting the worst returns over the last three years.
Calculated Risk
SEPTEMBER 20, 2023
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Sees Softening Business Conditions in August The AIA/Deltek Architecture Billings Index (ABI) eased modestly in August, with a score of 48.1 , marking the eleventh consecutive month of essentially flat billings at architecture firms.
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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, 2023
DAF startup Daffy recently experienced a jump in activity after embracing the significance of the number 18 in Jewish culture.
Abnormal Returns
SEPTEMBER 20, 2023
Home ownership How to make the math behind home ownership work (or not). (morningstar.com) What happened in 1990 to drive real housing prices higher? (awealthofcommonsense.com) Some 40% of under-30-year-old home buyers get help from their family. (redfin.com) Investing Jeffrey K. Actor, "It’s incredibly easy to underperform by chasing dreams." (humbledollar.com) Trying to make up for past investing mistakes by taking on more risk is dangerous.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
SEPTEMBER 20, 2023
Strategy A wide range of outcomes is always on the table. (tonyisola.com) The hardest thing about being an investor is deciding what to focus on. (behaviouralinvestment.com) IPOs Putting a valuation on Instacart ($CART). (aswathdamodaran.blogspot.com) Speaking of IPOs, Klayvio ($KVYO) is now public as well. (cnbc.com) Finance The life of a short-seller, even when proven correct, is no easy thing.
Wealth Management
SEPTEMBER 20, 2023
New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.
Nerd's Eye View
SEPTEMBER 20, 2023
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the potential impact of sequence-of-return risk on an investor's portfolio, modeling those risks across h
Wealth Management
SEPTEMBER 20, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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.
Nerd's Eye View
SEPTEMBER 20, 2023
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the potential impact of sequence-of-return risk on an investor's portfolio, modeling those risks across h
Wealth Management
SEPTEMBER 20, 2023
The SEC fined CBRE $375,000 over language in its separation agreements that prevented potential whistleblowers from reporting, according to The Wall Street Journal. Global credit manager Marathon said it is among the bidders for Signature Bank’s $33 billion commercial real estate loan portfolio, reports Bloomberg. These are among the must reads from the real estate investment world.
The Reformed Broker
SEPTEMBER 20, 2023
Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up. Founders Josh Brown and Matt Middleton of Ritholtz Wealth Management knew the industry was due for some change, so they boldly decided to lead the way.
Wealth Management
SEPTEMBER 20, 2023
The SEC voted on Wednesday to impose the most sweeping overhaul for fund-labeling regulations in more than two decades.
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.
Calculated Risk
SEPTEMBER 20, 2023
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. Projections of the neutral Fed Funds rate increased again ! In June, the FOMC participants’ midpoint of the target level for the federal funds rate was at 5.625% at the end of 2023. The FOMC participants’ midpoint of the target range is now closer to 5.5% and declines to 5.125% in 2024.
Wealth Management
SEPTEMBER 20, 2023
The Halbert Hargrove CEO discusses the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term.
Calculated Risk
SEPTEMBER 20, 2023
Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in August A brief excerpt: Note: The National Association of Realtors (NAR) is scheduled to release August existing home sales tomorrow, Thursday, September 21st, at 10:00 AM ET. The consensus is the NAR will report sales of 4.10 million SAAR, up from 4.07 million in July.
The Big Picture
SEPTEMBER 20, 2023
With 10 days left in the Third Quarter, it seems that lots of folks have been obsessing about the various GDP Now forecasts. The thinking is the data will impact how the FOMC will determine whether we get more rate increases or if it’s higher for longer , or even potentially reflecting a 2024 recession and Fed rate cuts. Now Casting was first developed by the Federal Reserve Bank of Atlanta to provide a real-time estimate of GDP growth for the current quarter.
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.
Calculated Risk
SEPTEMBER 20, 2023
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 224 thousand initial claims, up from 220 thousand last week. • At 8:30 AM, the Philly Fed manufacturing survey for September. The consensus is for a reading of 0.0, up from -12.0. • At 10:00 AM, Existing Home Sales for August from the National Association of Realtors (NAR).
Trade Brains
SEPTEMBER 20, 2023
Organic Recycling Systems IPO Review: Organic Recycling Systems Limited is coming up with its Initial Public Offering. The IPO will open for subscription on September 21, 2023, and close on September 26, 2023. This is an SME(Small and Medium-sized Enterprise) IPO and the company is going to be listed on the BSE SME platform. In this article, we will look at Organic Recycling Systems IPO Review 2023 and analyze its strengths, weaknesses, financials and GMP.
Calculated Risk
SEPTEMBER 20, 2023
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have slowed in recent months but remain strong, and the unemployment rate has remained low. Inflation remains elevated. The U.S. banking system is sound and resilient.
WiserAdvisor
SEPTEMBER 20, 2023
In retirement planning, the concept of vesting is more than a contractual formality; it serves as a retention tool that incentivizes employees to remain with their employer for a certain period. By implementing vesting schedules for employer-contributed funds, organizations aim to foster long-term commitment and reduce employee turnover. Against this backdrop, understanding your vested balance becomes crucial, as it directly influences your entitlement to these employer-contributed assets.
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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.
Random Roger's Retirement Planning
SEPTEMBER 20, 2023
Finomial took a look at the potential diversification benefits of convertible bonds, hat tip Abnormal Returns for the link. We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe.
Meb Faber Research
SEPTEMBER 20, 2023
Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors. Prior to Deccan, Soo Chuen worked at the Baupost Group, Halcyon Asset Management, and McKinsey & Company.
Advisor Perspectives
SEPTEMBER 20, 2023
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
A Wealth of Common Sense
SEPTEMBER 20, 2023
Today’s Animal Spirits is brought to you by F/m Investments: See here and here for more information on F/m Investments and their Opportunistic Income ETF On today’s show, we discuss: The ‘new not normal’ World to Tokyo – message received Ray Dalio says he doesn’t want to hold bonds, cash ‘is good’ Amateurs pile into 24-hour options: ‘Its just gambling’ Zero.
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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?
Advisor Perspectives
SEPTEMBER 20, 2023
For financial advisors, an appreciation of these changes fosters more profound empathy with older clients and fine-tunes their strategies.
Trade Brains
SEPTEMBER 20, 2023
Macro Cables and Conductors IPO Review: Macro Cables & Conductors is coming up with its Initial Public Offering. The IPO will be open for subscription on September 21, 2023, and closes on September 25, 2023. This is an SME (Small and Medium-sized Enterprise) IPO, and the company is going to be listed on the BSE SME platform. In this article, we will look at Macro Cables & Conductors IPO Review, analyze its strengths and weaknesses and see what unfolds.
Advisor Perspectives
SEPTEMBER 20, 2023
For the first time in September, Bitcoin's price pushed above $27,000. BTC is now up ~60% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 9/19.
Trade Brains
SEPTEMBER 20, 2023
Fundamental Analysis of Havells India : In an age where technology permeates every aspect of our lives, the role of electrical appliances cannot be overstated. We humans are intertwined with this form of energy & it becomes impossible to imagine life without electricity. Today we talk about a Company that manufactures the appliances that make our lives better, harnessing this energy.
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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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