Wealth Management
JULY 5, 2023
Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other “non-value-added” tasks, according to a new J.D. Power survey.
The Big Picture
JULY 5, 2023
This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two years and down sharply from its recent peak of 6.8%.” There are some who believe this is good news, but as we pointed out in May , it’s a meaningless, lagging survey. In fact, it may be even worse than that, because it appears that some at the Federal Reserve actually believe the Fed’s own survey of consumers contains information.
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Calculated Risk
JULY 5, 2023
From the Fed: Minutes of the Federal Open Market Committee, June 13-14, 2023. Excerpt: The economic forecast prepared by the staff for the June FOMC meeting continued to assume that the effects of the expected further tightening in bank credit conditions, amid already tight financial conditions, would lead to a mild recession starting later this year , followed by a moderately paced recovery.
Wealth Management
JULY 5, 2023
Attorneys with clients who are transitioning need to keep apprised of current laws.
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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
Nerd's Eye View
JULY 5, 2023
As the U.S. stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. market. The outperformance of U.S. stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., recency bias and the tendency to confuse the familiar
Wealth Management
JULY 5, 2023
Institutional investors are holding commercial real estate target allocations flat, according to exclusive WMRE research.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 5, 2023
The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.
Abnormal Returns
JULY 5, 2023
Podcasts Ben Carlson and Michael Batnick talk credit card points with Chris Hutchins, Host of All The Hacks Podcast. (theirrelevantinvestor.com) Chris Alacron talks with Jonathan Clements author of “My Money Journey: How 30 People Found Financial Freedom and You Can Too.” (financiallywelloff.com) Peter Mallouk and Jonathan Clements on the key ingredients of a good retirement.
Wealth Management
JULY 5, 2023
Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month.
Calculated Risk
JULY 5, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM: The ADP Employment Report for June. This report is for private payrolls only (no government). The consensus is for 236,000 payroll jobs added in June, down from 278,000 in May. • At 8:30 AM: The initial weekly unemployment claims report will be released.
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.
Wealth Management
JULY 5, 2023
Cerity has acquired a New York City–based firm with experience serving private equity, hedge fund and venture capital partners.
Calculated Risk
JULY 5, 2023
Today, in the Calculated Risk Real Estate Newsletter: Asking Rent Growth Flat Year-over-year A brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).
Wealth Management
JULY 5, 2023
Healthcare providers’ preference for retail spaces has put them in competition with bricks-and-mortar retailers, triggering a race for premium retail spaces.
Advisor Perspectives
JULY 5, 2023
Work from home benefits the employer and the employee. But society may be better off if we all show up in the office.
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.
Wealth Management
JULY 5, 2023
Fundamentals within the multifamily sector remain strong although rising debt costs have depressed values and sale volume, according to the latest Yardi Matrix data. Despite the dreary headlines for the sector, some investors see opportunities. These are among the must reads from around the real estate investment world.
Advisor Perspectives
JULY 5, 2023
Advances in artificial intelligence (AI) continue at a furious pace. Here’s what my clients want to know.
Wealth Management
JULY 5, 2023
The IRS found the organization spent much time devoted to social and networking activities.
A Wealth of Common Sense
JULY 5, 2023
Today’s Animal Spirits is brought to you by Future Proof: See here for more information on the Future Proof Fintech Demo. On today’s show, we discuss: Are Social Media Influencers Out Influencing Financial Advisors? Why Economies Haven’t Slowed More Since Central Banks Hit the Brakes Home prices increase again in April, signaling a recovery Financial storm bears down on US commercial real estate Film a.
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.
Wealth Management
JULY 5, 2023
The new documents indicate that Coinbase will provide market surveillance in support of the proposed ETF.
NAIFA Advisor Today
JULY 5, 2023
Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP , in New York City at the Insurtech Insights Conference. Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data.
Wealth Management
JULY 5, 2023
UBS is trying to retain many of Credit Suisse's wealth managers, along with the client relationships they oversee.
Advisor Perspectives
JULY 5, 2023
Bitcoin crossed $31,000 during this past week and is now up ~84% year to date. Here's the latest charts on three of the largest cryptocurrencies by market share through 7/4.
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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.
Wealth Management
JULY 5, 2023
Advisory firm owners agree they should have a succession plan, but most don’t have one. Why?
Advisor Perspectives
JULY 5, 2023
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $13,964 for an annualized real return of 6.70%.
Wealth Management
JULY 5, 2023
What’s the one essential factor in the successful acquisition of an advisory firm or practice? Susie McEuen knows.
Trade Brains
JULY 5, 2023
Best Dividend Stocks Under Rs 200 : Investor has any one of the motives while investing in an asset, it is either capital appreciation or a way of earning a passive income from the asset you have invested in. Those who look for a passive source of income can invest in stocks can that pay dividends. While there are numerous dividend-paying stocks available, this article focuses specifically on the best dividend stocks under Rs 200.
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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?
Andrew Thrasher
JULY 5, 2023
One of the big questions of 2023 has been why small cap stocks have performed so poorly relative to the rest of the market.
Advisor Perspectives
JULY 5, 2023
While much information is available about the technical aspects of avoiding bankruptcy and steps to take when filing for it, there isn’t much written about the emotional costs.
Validea
JULY 5, 2023
By Jack Forehand, CFA, CFP® ( @practicalquant ) — Value traps are the bane of a value investor’s existence. We build our strategies around buying cheap companies and hoping the market will eventually see things the way we do. And sometimes it eventually does. But other times not only does it not eventually see things our way, things actually get much worse.
Advisor Perspectives
JULY 5, 2023
The U.S. economy grew at a more-than-expected 2.0% annualized rate of growth during the first quarter of the year compared to the previous quarter. In some sense, this rate of economic growth makes a little bit more sense than the previously reported 1.3% rate.
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