Wealth Management

SEPTEMBER 4, 2023

Watch as Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.

Wealth Management 278

Wealth Management Management Investing Investments 278

Abnormal Returns

SEPTEMBER 4, 2023

Podcasts Jason Wenk and Dasarte Yarnway talk about how to approach client meetings. (theadvisorjourney.com) Brendan Frazier talks about the challenge of retirement spending with Morningstar's Christine Benz. (wiredplanning.com) Jim Dahle talks financial therapy with Aja Evans. (whitecoatinvestor.com) Frazer Rice talks Doug White about how philanthropy can go wrong.

Financial Planning 260

Financial Planning Estate Planning Retirement Planning 260

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – whi

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Calculated Risk

SEPTEMBER 4, 2023

Altos reports that active single-family inventory was up 1.1% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of September 1st, inventory was at 509 thousand (7-day average), compared to 503 thousand the prior week. Year-to-date, inventory is up 3.7%. And inventory is up 25.5% from the seasonal bottom 20 weeks ago.

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208

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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

Trade Brains

SEPTEMBER 4, 2023

Stochastic Oscillator Indicator : In the stock market, traders and investors rely on various technical analysis tools to make informed decisions. In that stochastic oscillator is one of the technical indicators used to analyse the securities. The stochastic oscillator is a leading momentum indicator which helps the market participants to identify overbought, and oversold zones, trends, price reversals and potential entry/exit signals.

Risk Management 105

Risk Management Marketing Marketing Banking 105

Calculated Risk

SEPTEMBER 4, 2023

Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period both contracts were available.

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189

Calculated Risk

SEPTEMBER 4, 2023

Weekend: • Schedule for Week of September 3, 2023 Monday: • At 8:00 AM ET, Corelogic House Price index for July From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures and DOW futures are up slightly (fair value). Oil prices were down over the last week with WTI futures at $85.90 per barrel and Brent at $89.00 per barrel. A year ago, WTI was at $87, and Brent was at $94 - so WTI oil prices are down slightly year-over-year.

Marketing 173

Marketing Marketing 173

Advisor Perspectives

SEPTEMBER 4, 2023

One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can. In this session, we talk about one tool that may help with some of the financial responsibilities for supporting your loved one while helping them stay qualified for means-tested b

Accounting 59

Accounting Planning 59

Don Connelly & Associates

SEPTEMBER 4, 2023

When most people think of mediation and negotiation, it typically refers to lawyers or third parties who facilitate dialogue between two or more parties to help them reach an agreement. In practice, financial advisors sometimes find themselves in the same position, having to resolve conflicts between a client’s family members or within their advisory team, where it’s essential to find win-win solutions.

Financial Advisor 52

Financial Advisor Clients 52

Trade Brains

SEPTEMBER 4, 2023

How Amazon Business Meets Wholesale Shopping Needs? Amazon Business is the ultimate solution for wholesale online shopping needs, offering an array of features designed to streamline and enhance the B2B purchasing process. With a wide selection of over 15 crore products, complete with GST invoices, businesses can access wholesale prices and achieve greater savings across various categories, such as electronic items, security systems, laptop accessories, office supplies, cleaning products, and ma

B2B 52

B2B Compliance Taxes Electronics 52

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

Don Connelly & Associates

SEPTEMBER 4, 2023

When most people think of mediation and negotiation, it typically refers to lawyers or third parties who facilitate dialogue between two or more parties to help them reach an agreement. In practice, financial advisors sometimes find themselves in the same position, having to resolve conflicts between a client’s family members or within their advisory team, where it’s essential to find win-win solutions.

Financial Advisor 52

Financial Advisor Clients 52

The Big Picture

SEPTEMBER 4, 2023

My 3-day weekend reads: • How Friday Became the New Saturday : A summer perk became a year-round staple. More white-collar employees are clearing the decks at the end of the week after pandemic upended in-office work. ‘Friday is just a dead day.’ ( Financial Times ) • All That Empty Office Space Belongs to Someone : If the nearly 100 million square feet of office real estate stays empty, who loses?

Strategic Planning 276

Strategic Planning Education Sales Food 276