The Big Picture
AUGUST 14, 2023
Previously : Nobody Knows Nuthin’ (May 5, 2016) Can Anyone Catch Nokia? (October 26, 2022) Why the Apple Store Will Fail (May 20, 2021) “No matter how you cut it, you’ve got to own Cisco” -2000 (May 15, 2023) Nobody Knows Anything, 2023 First Half Edition (June 30, 2023) Nobody Knows Anything (Collection) The post Nobody Knows Anything, Calvin & Hobbes edition appeared first on The Big Picture.
Wealth Management
AUGUST 14, 2023
The Department of Justice and the Securities and Exchange Commission are both looking into Nightingale Properties after it allegedly diverted $40 million of equity from investors, reports Bisnow. CBRE issued a new report finding that pain in the office market is uneven. These are among the must reads from around the real estate investment to start the new week.
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Calculated Risk
AUGUST 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in July A brief excerpt: This is the second look at local markets in July. I’m tracking a sample of about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
AUGUST 14, 2023
The adopted amendments released last week will cut down on alleged abuses in the expungement process, according to a former president of the Public Investors Advocate Bar Association.
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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
Abnormal Returns
AUGUST 14, 2023
Podcasts Michael Kitces talks with Lori Van Dusen, who is the CEO of LVW Advisors, about working with UHNW families. (kitces.com) Brendan Frazier talks about how to send a great prospect follow-up e-mail. (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth. (humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management.
Wealth Management
AUGUST 14, 2023
With the convergence of wealth, retirement and benefits at work, the DC market is currently under massive pressure.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
AUGUST 14, 2023
Schwab’s attrition amounts to about 4% of Ameritrade revenue prior to the deal, or around 1% of combined total client assets as of the end of last year.
Nerd's Eye View
AUGUST 14, 2023
When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. And while they might have an ideal target client in mind, it can be tempting to bring on any client who can pay the advisor’s fee so that the advisor can simply ‘keep the lights on’ But as the firm grows, these initial clients might not generate as much revenue as the firm’s newer clients, perhaps because they were grandfathered into a lower annual fee schedu
Calculated Risk
AUGUST 14, 2023
Altos reports that active single-family inventory was up 0.9% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of August 11th, inventory was at 492 thousand (7-day average), compared to 488 thousand the prior week. Year-to-date, inventory is up 0.3%. And inventory is up 21.4% from the seasonal bottom 17 weeks ago.
Wealth Management
AUGUST 14, 2023
The US Securities and Exchange Commission needs to come to a conclusion on the Bitwise Bitcoin ETP Trust by Sept. 1, and decisions for applications from BlackRock, VanEck, WisdomTree and Invesco are due just a day later.
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
AUGUST 14, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-August A brief excerpt: On Friday, in Part 1: Current State of the Housing Market; Overview for mid-August I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question is Will house prices decline further later this year?
Wealth Management
AUGUST 14, 2023
DWS Group is designing bespoke opportunities for its private wealth channel.
Nerd's Eye View
AUGUST 14, 2023
When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. And while they might have an ideal target client in mind, it can be tempting to bring on any client who can pay the advisor’s fee so that the advisor can simply ‘keep the lights on’ But as the firm grows, these initial clients might not generate as much revenue as the firm’s newer clients, perhaps because they were grandfathered into a lower annual fee schedu
Calculated Risk
AUGUST 14, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Officially Highest Since November As of today, it's official. The average lender is quoting top tier 30yr fixed scenarios at the highest rates since November 7th. [ 30 year fixed 7.24% ] emphasis added Tuesday: • At 8:30 AM ET, Retail sales for July is scheduled to be released. The consensus is for 0.4% increase in retail sales. • Also at 8:30 AM, The New York Fed Empire State manufacturing survey for August.
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.
Good Financial Cents
AUGUST 14, 2023
From its humble beginnings in 2008 to today, Bitcoin’s history has been relatively short but very eventful. The original protocol for this popular digital currency was created in 2008 by Satoshi Nakamoto , believed to be a pseudonym for an unknown developer or group of developers. Nakamoto launched the Bitcoin network just a year later and began mining the currency— an estimated 1 million bitcoins were mined in the early years.
NAIFA Advisor Today
AUGUST 14, 2023
Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.
Advisor Perspectives
AUGUST 14, 2023
When adjusting for more realistic assumptions and considering the fact that the insurance company can change return caps and that inflation is both an unknown and deep risk, an FIA, along with most annuities, is not on the efficient frontier in either accumulation or decumulation phases.
A Wealth of Common Sense
AUGUST 14, 2023
Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. On today’s show, we discuss: F/m’s quant-active large-cap fund Screening out investable companies Understanding the growth vs value dynamic The relationship between valuation and earnings growth What tur.
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
AUGUST 14, 2023
This article provides insights into the behavior of depositors and the role of large banks during a banking crisis, offering valuable implications for policymakers, regulators, and researchers in the field of banking and finance. Flight to Safety in the Regional Bank Crisis of 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Trade Brains
AUGUST 14, 2023
Fundamental Analysis Of Aarti Industries : Specialty chemicals have become essential in various industries ranging from pharmaceuticals, electronics, agriculture, and automotive. The specialty chemical market has witnessed a significant growth over the years, owing to its wide range of applications and India’s unique position to benefit from MNCs adopting the ‘China+1’ post-pandemic.
Darrow Wealth Management
AUGUST 14, 2023
Who doesn’t love the sound of an early retirement? For many busy executives and business owners, slowing down and enjoying your financial success early in life becomes a primary goal. But before focusing solely on whether you can retire early financially , also consider what you plan to do after retiring early. Spoiler alert: the knee-jerk responses of travel, golf, and nothing eventually run their course, sometimes quickly.
XY Planning Network
AUGUST 14, 2023
If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone. Financial insecurity can be frightening but the good news is many XYPN members before you have walked a similar path and are more than happy to share the tips and tricks they learned along the way.
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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.
Advisor Perspectives
AUGUST 14, 2023
IUL is a popular investment, thanks to aggressive marketing. Before your clients succumb to high-pressure sales tactics, here’s a cautionary tale based on another lifetime purchase decision – buying an engagement ring.
Random Roger's Retirement Planning
AUGUST 14, 2023
Earlier this summer I would see a commercial during baseball games for some car buying app and the tag line was AND YOU MAKE THE DEAL YOURSELF! It's a legitimately funny commercial. There's a series of them and they're all pretty funny. I thought about that commercial this morning reading the daily email from ETF.com that talked about hedging equity exposure with a couple of ETFs that overlay covered call strategies and the Invesco S&P 500 Downside Hedged ETF (PHDG).
The Irrelevant Investor
AUGUST 14, 2023
Investors have a tendency to take things too far when the way things were always done comes into question. The idea of remote work being a thing for the average white-collar professional was never a thing. Until it was. One of the biggest impacts of Covid, and there are a lot to choose from, is this realization that going into the office five days a week is not necessary for a lot of workers.
Don Connelly & Associates
AUGUST 14, 2023
We spend a lot of time and space here harping on the importance of client communications because, more than anything else you do in this business, it can make or break you. We’ve discussed that 72% of clients who fire their financial advisors do so due to poor communication. We’ve pointed out studies that show clients value solid communications the most in an advisory relationship, yet many feel they’re not receiving it.
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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?
XY Planning Network
AUGUST 14, 2023
If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone. Financial insecurity can be frightening but the good news is many XYPN members before you have walked a similar path and are more than happy to share the tips and tricks they learned along the way.
Advisor Perspectives
AUGUST 14, 2023
Don’t miss out on the ETF boom. Position yourself for success in this evolving market with our ETF Impact Report 2023. It can help you: Explore New Horizons: Uncover emerging ETF trends and opportunities across the US market. Learn from ETF Experts: Unlock successful ETF strategies through compelling cases studies. Capitalize on Growth: Identify key drivers fueling the ETF boom to harness their potential.
Zoe Financial
AUGUST 14, 2023
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 14, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down and so was Nasdaq. S&P 500 was down 0.3% for the week. Nasdaq was down 1.9% for the week. Drops were led by the magnificent 7 (mega large-cap stocks).
Advisor Perspectives
AUGUST 14, 2023
Six of the eight indexes on our world watch list posted gains through August 14, 2023. Tokyo's Nikkei 225 finished in the top spot with a YTD gain of 22.86%. The U.S.'s S&P 500 finished in second with a YTD gain of 17.41% while France's CAC 40 finished in third with a YTD gain of 10.94%.
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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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