Wealth Management
NOVEMBER 30, 2023
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
Calculated Risk
NOVEMBER 30, 2023
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in October to New High; Up 6.0% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 6.0% in October , from up 5.1% YoY in September. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% in April 2023.
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Wealth Management
NOVEMBER 30, 2023
As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.
Calculated Risk
NOVEMBER 30, 2023
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through October 2023. CPI Shelter was up 6.7% year-over-year in October, down from 7.1% in September, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 6.9% YoY in October , down from 7.2% in September, and down from the cycle peak of 8.3% in April 2023.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Wealth Management
NOVEMBER 30, 2023
While the technology will be used to identify patterns in large data sets, it will not be used to automatically initiate any trading on its own.
Abnormal Returns
NOVEMBER 30, 2023
Charlie Munger Jason Zweig, "More than almost anyone I’ve ever known, Munger also possessed what philosophers call epistemic humility: a profound sense of how little anyone can know and how important it is to open and change your mind." (wsj.com) Berkshire Hathaway ($BRK.A) shareholders need to closely contemplate a post-Buffett era. (morningstar.com) Some more Charlie Munger quotes including 'In my whole life, I have known no wise people who didn’t read all the time — none, zero.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
NOVEMBER 30, 2023
My morning train WFH reads: • Owners Keep Zombie Malls Alive Even When Towns Want to Pull the Plug : Aging malls often take a long time to expire, but they can remain valuable assets. ( Wall Street Journal ) • A strange, short journey through Shein’s world : The fast fashion brand has been trying to drop the secrecy around its business model and supply chain.
Wealth Management
NOVEMBER 30, 2023
Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.
Abnormal Returns
NOVEMBER 30, 2023
Books A Q&A with Michele Gelfand author of "Rule Makers Rule Breakers: How Tight and Loose Cultures Wire Our World." (behavioralscientist.org) An excerpt from "The Bill Gates Problem: Reckoning with the Myth of the Good Billionaire" by Tim Schwab. (nextbigideaclub.com) A Q&A with Jay Owens author of "Dust: The Modern World in a Trillion Particles.
Wealth Management
NOVEMBER 30, 2023
Advisory firms planning multiple mergers need a standardized system.
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
NOVEMBER 30, 2023
The DOL reported : In the week ending November 25, the advance figure for seasonally adjusted initial claims was 218,000 , an increase of 7,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 209,000 to 211,000. The 4-week moving average was 220,000, a decrease of 500 from the previous week's revised average.
Wealth Management
NOVEMBER 30, 2023
Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad.
Calculated Risk
NOVEMBER 30, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM ET, ISM Manufacturing Index for November. The consensus is for 47.7%, up from 46.7%. • Also at 10:00 AM, Construction Spending for October. The consensus is for 0.4% increase in spending. • At 11:00 AM, Discussion, Fed Chair Jerome Powell , Conversation with Spelman College President Helene Gayle , At a Fireside Chat at Spelman College, Atlanta, Ga. • All day, Light vehicle sales for Novembe
Wealth Management
NOVEMBER 30, 2023
The $24 billion Grayscale Bitcoin Trust (GBTC) is currently trading at a roughly 8% discount to its underlying Bitcoin holdings, the narrowest dislocation in over two years.
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.
Calculated Risk
NOVEMBER 30, 2023
The BEA released the Personal Income and Outlays report for October: Personal income increased $57.1 billion (0.2 percent at a monthly rate) in October , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $63.4 billion (0.3 percent) and personal consumption expenditures (PCE) increased $41.2 billion (0.2 percent).
Wealth Management
NOVEMBER 30, 2023
Blackstone has raised $2.6 billion for a new vehicle dedicated to real estate secondaries, reports The Wall Street Journal. The FDIC flagged office loans as a potential risk to banks in its latest quarterly report. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
NOVEMBER 30, 2023
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report: Weekly Housing Trends View — Data Week Ending Nov 25, 2023 • Active inventory increased slightly, with for-sale homes 1.8% above year ago levels. Active listings exceeded last year’s levels again this week, growing by a slightly higher rate than previous week (+1.8% year-over-year vs +1.5%).
Wealth Management
NOVEMBER 30, 2023
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
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.
Calculated Risk
NOVEMBER 30, 2023
From the Las Vegas Visitor Authority: October 2023 Las Vegas Visitor Statistics Demand for sports, entertainment and conventions combined to lift room rates to record levels in October as the destination hosted more than 3.6M visitors. Complementing the signature shows and residencies of the destination were other headliner acts including P!NK, the When We Were Young music festival and Ed Sheeran, along with the Fall NASCAR race and two NFL Raider home games.
Wealth Management
NOVEMBER 30, 2023
The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.
Calculated Risk
NOVEMBER 30, 2023
From the NAR: Pending Home Sales Fell 1.5% in October Pending home sales dropped 1.5% in October , according to the National Association of REALTORS®. The Northeast posted a monthly gain in transactions while the Midwest, South and West all recorded losses. All four U.S. regions noted year-over-year declines in transactions. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – dropped 1.5% to 71.4 in October, the lowest number since the in
Wealth Management
NOVEMBER 30, 2023
Ten-figure fortunes come mainly from inheritance, not from hard work. But if heirs don’t know how to make money, are they good stewards of family riches?
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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.
A Wealth of Common Sense
NOVEMBER 30, 2023
A reader asks: I’m finding it incredibly hard to invest my excess cash, even in my kids’ college funds, with the S&P 500 closing in on new highs. Objectively, I know I’m supposed to just grit my teeth and invest, not try to predict the market, take comfort in knowing that time-in-the-market is biggest factor in my long-term investment success…but IT IS SO DAMN HARD for me to do it psychological.
Advisor Perspectives
NOVEMBER 30, 2023
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) jumped to 55.8 in November from 44.0 in October, marking the highest level in the past 17 months. The latest reading is better than the 45.4 forecast and pushes the index into expansion territory for the first time in 15 months.
Trade Brains
NOVEMBER 30, 2023
Best NBFC Stocks in India : Non-Banking Financial Institutions or NBFCs for short are Companies that almost function like a bank. They are free to lend to the public as well as borrow from the financial markets. However, when it comes to borrowing, a Bank is allowed to accept deposits from the public, whereas an NBFC cannot. NBFCs tend to be smaller in size as compared to banks, but they can have their specific niches, like a specific segment that they would lend to.
Million Dollar Round Table (MDRT)
NOVEMBER 30, 2023
By Bryce Sanders If you are active in the community, you are going to find yourself networking at an event where you do not know anyone in the room. This can be scary, especially if you think they are all older and richer than you. Meeting people can be a lot easier than you think though. These networking events might be a museum reception, a donor recognition event at the hospital or the cocktail hour at a charity fundraiser.
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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?
AdvicePay
NOVEMBER 30, 2023
Efficient. Compliant. Secure. In today's increasingly digital world, financial transactions and data are constantly at risk from cyber threats. The wealth management industry, in particular, must be vigilant when it comes to safeguarding sensitive client information and ensuring secure payment processing. AdvicePay has taken this challenge head-on. We’ve designed the AdvicePay system to maximize data security at every level of our payment processing.
Random Roger's Retirement Planning
NOVEMBER 30, 2023
This post could just as easily titled "so you think you want to be diversified eh?" Well here's one glimpse of what diversification looks like. LOTIX is a managed futures fund that is not in my ownership universe. I use it for blogging purposes because it has been around a long time which allows for decent backtesting. I use a different fund in my practice.
Advisor Perspectives
NOVEMBER 30, 2023
Real estate headlines seem to only focus on bad news right now, from remote work’s impact on offices to struggles for city center retail.
Trade Brains
NOVEMBER 30, 2023
Best Mutual Fund Courses : Starting the journey of investing in mutual funds as a beginner is a wise step toward financial growth. However, having a solid understanding of strategies and principles is very important for beginners. Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning.
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