Wealth Management
JULY 25, 2023
The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.
Nerd's Eye View
JULY 25, 2023
Welcome back to the 343rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rita Robbins. Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 billion in assets under advisement. What's unique about Rita, though, is how as the founder of one of the first woman-owned Super-OSJs nearly 30 years ago, she has witnessed first-hand the evolution of the Supe
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
JULY 25, 2023
Where’s the impact with ESG investing?
The Big Picture
JULY 25, 2023
Over the weekend, I noticed someone was wrong on the internet. Anthony Pompliano is a crypto fan who has amassed a huge (1.6 million) following on Twitter. As the Tweet (X?) above shows, he made a newbie error looking at the performance of the S&P500: He left out dividends, thereby omitting most of the returns. I replied 1 to the tweet, politely pointing out that my colleague Ben Carlson had previously explained that “since 1928, equity market returns including dividends are 70% higher than
Advertisement
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
JULY 25, 2023
Another case that creates great client service opportunities involving redemption adjustments.
Abnormal Returns
JULY 25, 2023
AI How to identify those companies that will benefit from AI adoption. (sparklinecapital.com) Why asset managers need their own AI sandboxes. (institutionalinvestor.com) Analysts How the work environment affects sell-side analyst performance. (papers.ssrn.com) Analysts do better forecasting the earnings of female-led companies. (alphaarchitect.com) Skew There's nothing magical about positive skew.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 25, 2023
S&P/Case-Shiller released the monthly Home Price Indices for May ("May" is a 3-month average of March, April and May closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Repeats Gains in May The S&P CoreLogic Case-Shiller U.S.
Wealth Management
JULY 25, 2023
A commission report from last month highlights the problem of forced arbitration clauses in contracts between RIAs and clients.
Calculated Risk
JULY 25, 2023
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Decreased 0.5% year-over-year in May Excerpt: The recent increase in mortgage rates to near 7% will not impact the Case-Shiller index until reports are released in the Fall. Here is a comparison of year-over-year change in median house prices from the NAR and the year-over-year change in the Case-Shiller index.
Wealth Management
JULY 25, 2023
Friday, September 15, 2023 | 2:00 PM ET
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
JULY 25, 2023
From WardsAuto: July U.S. Light-Vehicle Sales Tracking to 15.8-Million SAAR; Q3 Volume Forecast for 17% Increase (pay content). Brief excerpt: The initial outlook for Q3 is a 15.5 million-unit SAAR, a slight decline from Q2’s 15.6 million but above Q3-2022’s 13.3 million. However, as with July due to its atypical fifth weekend, there is upside to Q3, as well as the rest of the year, though that depends on continued steadiness in the economy, no major geopolitical disruptions and the impact from
Wealth Management
JULY 25, 2023
ESG investing isn’t political. It’s about picking companies and industries that are going to be leaders in a new, cleaner and more inclusive economy, writes Earth Equity Advisors' director of sustainable investing.
Calculated Risk
JULY 25, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, New Home Sales for June from the Census Bureau. The consensus is for 722 thousand SAAR, down from 763 thousand in May. • At 2:00 PM, FOMC Meeting Announcement.
Wealth Management
JULY 25, 2023
Rising interest rates and office property losses led to falling returns on their real estate investments for pension funds over the past fiscal year, reported The Wall Street Journal. San Francisco is seeing rising demand for office space from AI-focused firms, according to Bloomberg. These are among the must reads from around the commercial real estate industry.
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.
Abnormal Returns
JULY 25, 2023
Markets The stock market sniffed out the lack of a recession in 2023. (awealthofcommonsense.com) Rubin Miller, "Annual forecasts are a deeply entrenched legacy exercise, disoriented toward client success but highly profitable for banks." (fortunesandfrictions.com) Strategy Why you should keep in mind the 'return on hassle' when it comes to your investments.
Wealth Management
JULY 25, 2023
Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.
The Reformed Broker
JULY 25, 2023
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: ►Dow Win Streak – “U.S. stocks closed higher, with the Dow posting its longest win streak in over six years” ►Earnings Recession – The earnings recession everyone’s talking about is backward lo.
Wealth Management
JULY 25, 2023
Chris Kalin is a co-founder of Arnova Capital, an investment firm focused on systematic trading strategies that returned about 2,000% through June since its inception in the early 2000s.
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.
The Reformed Broker
JULY 25, 2023
Final Trades: 3M, Live Nation, M&T Bank & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
JULY 25, 2023
Applications for the Eaton Vance Ultra-Short Income ETF, the Eaton Vance High Yield ETF and the Eaton Vance Intermediate Municipal Income ETF landed with the SEC on Monday.
A Wealth of Common Sense
JULY 25, 2023
One thing I’ve learned from studying market history is your general experience is rarely close to the historical averages. For example, the annual average return for the U.S. stock market over the past 95 years was 9.6%. But just 4 out of those 95 years experienced returns in the 8% to 12% range. The actual returns vary widely around that average.
Wealth Management
JULY 25, 2023
Engine No. 1 CEO Jennifer Grancio, 51, a founding member of BlackRock Inc.’s iShares ETF business, will join TCW as global head of ETFs.
Advertisement
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
JULY 25, 2023
Investors should consider diversifying their credit exposure with asset-backed lending strategies, which offer a fixed income allocation, a potential inflation hedge, and downside protection with collateralized assets.
Million Dollar Round Table (MDRT)
JULY 25, 2023
By James E. Rogers, CLU, CFP The primary role model for me was MDRT member John F. Savage, CLU , of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I enjoyed chatting with him. Savage’s book, “The Easy Sale,” explained how he sold as a life insurance agent. He used a lot of graphics, notably circles, to simply illustrate concepts.
The Irrelevant Investor
JULY 25, 2023
Today’s Animal Spirits is brought to you by YCharts: Submit your email here to receive 20% off a YCharts subscription for new clients On today’s show, we discuss: Tech stocks, meme stocks, crypto: Investors are feeling bold again The return on hassle spectrum ‘We were wrong'” Morgan Stanley’s Wilson offers stocks mea culpa A ‘soft landing’ and is Powell the most successful Fed chair e.
SEI
JULY 25, 2023
"Security and risk management leaders must learn the truth behind the myths, employing new strategies and a mindset to keep their businesses safe.
Advertisement
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?
Accounting for Good
JULY 25, 2023
Financial reports can do more than just provide data and numbers, they're also an effective method of financial PR for NFP organisations.
Trade Brains
JULY 25, 2023
How To Select Stocks For Intraday Trading: Intraday trading is a popular form of trading that involves buying and selling financial instruments within the same day. This type of trading is popular among short-term traders who seek to take advantage of short-term price movements. However, the usual question that new traders have is – “which stocks to choose for intraday trading and in what timeframe should they trade?
SEI
JULY 25, 2023
Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.
Discipline Funds
JULY 25, 2023
The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. If you’d gone to sleep on December 31st of 2021 and just woken up you’d think nothing interesting happened during those two years. Of course, if you lived through it in real-time 2022 was pure panic and 2023 has been pure euphoria.
Advertisement
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.
Expert insights. Personalized for you.
246 
Let's personalize your content