Wealth Management
AUGUST 23, 2022
Over 1,800 companies re-shored production in 2021, setting a new record for re-shoring activity, notes The Reshoring Initiative. These companies are looking for logistics facilities, warehouses and distribution sites.
Nerd's Eye View
AUGUST 23, 2022
Welcome back to the 295th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Shari Greco Reiches. Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.
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Wealth Management
AUGUST 23, 2022
Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.
Calculated Risk
AUGUST 23, 2022
Today, in the Calculated Risk Real Estate Newsletter: [link] Brief excerpt: The next graph shows the months of supply by stage of construction. “Months of supply” is inventory at each stage, divided by the sales rate. There are 1.06 months of completed supply (red line). This is about two-thirds of the normal level. The inventory of new homes under construction is at 7.33 months (blue line) - a new record and well above the normal level.
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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
AUGUST 23, 2022
Georgia was one of the first states to adopt a version of this statute.
Calculated Risk
AUGUST 23, 2022
This is something to watch with higher gasoline prices. The Department of Transportation (DOT) reported : Travel on all roads and streets changed by -1.7% (-4.8 billion vehicle miles) for June 2022 as compared with June 2021. Travel for the month is estimated to be 282.1 billion vehicle miles. The seasonally adjusted vehicle miles traveled for June 2022 is 268.0 billion miles, a -1.80% ( -4.8 billion vehicle miles) change over June 2021.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
AUGUST 23, 2022
The Census Bureau reports New Home Sales in July were at a seasonally adjusted annual rate (SAAR) of 511 thousand. The previous three months were revised down slightly, combined. Sales of new single?family houses in July 2022 were at a seasonally adjusted annual rate of 511,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Wealth Management
AUGUST 23, 2022
The firm sees an opportunity for RIAs to leverage its platform capabilities, technology and scale to accelerate growth, CEO Jamie Price says
Nerd's Eye View
AUGUST 23, 2022
Welcome back to the 295th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Shari Greco Reiches. Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.
Wealth Management
AUGUST 23, 2022
Lower consumer spending and inflation will test the resiliency of the industrial sector, reports The New York Times. Brookfield, Intel sign a multi-billion agreement to finance the building of chip factories, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate 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.
Abnormal Returns
AUGUST 23, 2022
Trend A reminder that momentum and trend following are two distinct things. (mrzepczynski.blogspot.com) Comparing TAA and long volatility strategies. (insights.factorresearch.com) Factors Is value just a big interest rate bet? (aqr.com) Is the size factor down for good? (mailchi.mp) Research Using asset duration to create an all-weather portfolio. (disciplinefunds.com) Does mining credit card data make for alpha?
Wealth Management
AUGUST 23, 2022
"Recovery Within Reach" is one of the nation’s first statewide initiatives focusing on advisors’ role in curtailing the opioid epidemic.
A Wealth of Common Sense
AUGUST 23, 2022
Ryan Detrick shared a stat last week that should put stock market investors at ease with the recent rally: Here is Ryan’s data to back this up: And the chart: This sounds pretty good to me and it makes sense intuitively. Bear market rallies are a common occurrence but not to this degree. So are we out of the woods? Maybe? The problem is that although it appears we have skirted a recession for the time being, it&#.
Wealth Management
AUGUST 23, 2022
While coworking provides similar solutions to flex space, there are some key differences. Flex space challenges the idea of traditional commercial offices, which typically require signing long-term leases.
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.
The Reformed Broker
AUGUST 23, 2022
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: ?The Bounce – “The S&P 500 has retraced 53% of its decline, and this is as far as bear market rallies go.” ?Normalization – Undergoing a normalization after a three year distortion. ?
Wealth Management
AUGUST 23, 2022
Wednesday, September 21, 2022 | 2:00 PM ET
The Reformed Broker
AUGUST 23, 2022
Final Trades: Raytheon, Corteva, Health Care & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
Wealth Management
AUGUST 23, 2022
The new space is a reduction from the roughly 800,000 square feet that KPMG currently leases across three towers in Midtown. The firm plans to leave those buildings.
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.
Good Financial Cents
AUGUST 23, 2022
When it comes to choosing the best short-term investments for the next five years, there are three main factors to focus on — liquidity, expectations, and risk. You need to keep your cash liquid so it’s easily accessible when you need it, which means you also need to invest in a way that doesn’t put you at too much risk of losing capital.
Pragmatic Capitalism
AUGUST 23, 2022
Interest rates are one of the most important prices in the economy, but how are they determined and what is the mechanism by which they change? In this video we [ … ].
Million Dollar Round Table (MDRT)
AUGUST 23, 2022
By Mariam Tinwala As a financial advisor, how you handle objections shows clients how you prioritize their best interests. The following method of objection handling, which is a two-pronged approach of process and then mindset, can help you become a more effective advisor who communicates care and concern for clients. The process. Concerns and objections from the client are expected.
James Hendries
AUGUST 23, 2022
Existing home sales fell 5.9% in July, the sixth consecutive month of declines as higher interest rates weigh on housing affordability and prospective buyers. As the housing market slowed, so did prices. The median price for a single family home was $410,600, a decline of roughly $10,000 from June. However, homes do not stay on the market long. Over the last two months, homes were on the market for an average of only 14 days, three days shorter than a year ago.
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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.
Elevating Your Business
AUGUST 23, 2022
A Mission Statement is about your clients, their results when they work with you, and the benefits of working with you. A Mission Statement is no longer than eight words. A Business Vision Statement paints a picture of your company goals and your growth. It’s usually a paragraph or a few sentences in length. Essentially, The post Mission Statement vs.
Prosperity Coaching
AUGUST 23, 2022
Financial Advisor Website Mistakes. Many industries have moved their promotions online to take advantage of inbound marketing opportunities, yet financial advisors are slow to follow, often due to compliance regulations. Regrettably, advisors under-utilize online strategies, including custom websites, to grow their firms. Since 2004, I have been a Financial Advisor […].
The Irrelevant Investor
AUGUST 23, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Composer: See here for daily news and insights from Nasdaq. See here for more info on Composers’ rules-based strategies On today’s show we discuss: US mortgage lenders are starting to go broke Housing slowdown starts to ease as a drop in listings hampers supply Even with sales down, home prices are up 10.8% Homebuyers are backing out of deals T.
Random Roger's Retirement Planning
AUGUST 23, 2022
Over the last few weeks I've stumbled into an interesting group of DIY investors on Twitter. They spend a lot of time on their portfolios and are having conversations that not too many people are having related to leverage, capital efficiency, risk parity, managed futures and so on. I draw very different conclusions for implementation though, they tend to be all in on these things in a way that takes risks that I don't think they appreciate versus my preference to tweak at the margin while still
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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?
Diamond Consultants
AUGUST 23, 2022
If changing firms made sense to these $1B+ financial advisors, what lessons can be learned by those who manage less but aspire for more? When it comes to advisor movement, there’s no doubt that the disruption and hassle of changing firms or models are real. So, the upside in a new opportunity must be more than “better enough,” solving for frustrations and limitations an advisor may be experiencing.
NAIFA Advisor Today
AUGUST 23, 2022
On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance. In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI , a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.
SEI
AUGUST 23, 2022
Citywire: SEI hires longtime custody exec Gabe Garcia. jwayock. Tue, 08/23/2022 - 10:09. 1 minute. Business growth and scale. Independent broker-dealer advisors. RIAs. Advisor (IAS). Enterprise (Corporate). Media mention. Newsroom. Gabe Garcia, Managing Director of RIA Client Experience, Business Development, and Strategy, discusses his new role at SEI, his mission in the RIA market, and what drew him to join the team. .
FMG
AUGUST 23, 2022
Okay, where is the summer going? We are officially in the countdown until football season starts, and it’s hard to believe! We’ve got two “Trending This Tuesday” articles left in August, so let’s make them good ones! We’re covering your content marketing goals, tips for writing more approachable content, using case studies on your website and more.
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