Wealth Management
JULY 16, 2024
Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
Abnormal Returns
JULY 16, 2024
Rates Widening deficits don't seem to be putting a crimp on Treasury funding. (wsj.com) What an inverted yield curve (still) says about the odds of a recession. (econbrowser.com) Real estate Striking out on your own these days is expensive. (housingwire.com) Evictions are on the rise in a lot of localities. (wsj.com) Economy National homebuilder confidence is soft.
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Wealth Management
JULY 16, 2024
BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. Fortune profiled nine executives in the burgeoning private credit arena. These are among the investment must reads we found this week for wealth advisors.
Abnormal Returns
JULY 16, 2024
Managed futures Why managed futures stand out among hedge fund strategies. (mrzepczynski.blogspot.com) Comparing the correlation benefits of managed futures vs. market-neutral multi-factor investing. (insights.finominal.com) Michael and Ben talk with Eric Crittenden of Standpoint Funds. (awealthofcommonsense.com) Research What role do commodities play in a portfolio?
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
JULY 16, 2024
Time to bust the myth of gold as a safe-haven asset.
Calculated Risk
JULY 16, 2024
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 8:30 AM, Housing Starts for June. The consensus is for 1.310 million SAAR, up from 1.277 million SAAR in May. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for June.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 16, 2024
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in June A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to June 2019 for each local market (some 2019 data is not available). This is the third look at several local markets in June. I’m tracking over 40 local housing markets in the US.
Wealth Management
JULY 16, 2024
A team led by Kara Boccella has left Certuity to create Serenus Wealth Advisors in Santa Monica, Calif.
Calculated Risk
JULY 16, 2024
On a monthly basis, retail sales were "virtually unchanged" from May to June (seasonally adjusted), and sales were up 2.3 percent from June 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for June 2024 , adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $704.3 billion, virtually unchanged from the previous month , but up 2.3 percent above June 2023.
Wealth Management
JULY 16, 2024
Atlanta-based Gratus Capital is the latest to be rolled up as part of Focus Financial’s hub strategy.
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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
A Wealth of Common Sense
JULY 16, 2024
There aren’t all that many millionaires in the world. People with wealth in excess of $1 million make up just 1.5% of the world’s population. Yet this group controls nearly half of the world’s wealth (around $214 trillion in total). There are even fewer billionaires — a little less than 2,700 worldwide or a number that rounds down to 0% of the global population.
Wealth Management
JULY 16, 2024
Morgan Stanley CEO Ted Pick said fee-based flows remained a “growth space” for the business, while Merrill CFO Alastair Borthwick said high asset management fees offset the NII dip.
Nerd's Eye View
JULY 16, 2024
Welcome everyone! Welcome to the 394th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Christi Van Rite. Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M in revenue this year from its specialized services.
Wealth Management
JULY 16, 2024
Up the Graph Financial Group, led by Garrick Updegraph, joins from Wells Fargo Advisors Financial Network.
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.
Advisor Perspectives
JULY 16, 2024
In short, your prospect isn’t looking for a relationship, they’re looking for someone to solve their problem. As a result, trying to build a relationship pre-sale invites the two-pronged consequence of having them doubt your motives and then reject your plan.
Wealth Management
JULY 16, 2024
CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates.
Advisor Perspectives
JULY 16, 2024
Nominal retail sales in June were down 0.02% month-over-month (MoM) and up 2.28% year-over-year (YoY). However, after adjusting for inflation, real retail sales were up 0.03% MoM and down 0.68% YoY.
Wealth Management
JULY 16, 2024
Charles A. Redd explains why it’s regrettable that the taxpayers in Moore v. United States didn’t seek certiorari on their argument.
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.
Steve Sanduski
JULY 16, 2024
Guest: Amy Koenig , a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering back in the Peak days.
Wealth Management
JULY 16, 2024
Legal Editor Anna Sulkin Stern discusses this month's cover art.
Advisor Perspectives
JULY 16, 2024
Yield-hungry insurance firms are adopting an unconventional strategy: they’re skipping mortgage-backed bonds and buying the underlying whole loans outright.
Wealth Management
JULY 16, 2024
A review of the deemed allocation rules of Chapter 13 and their application to lifetime indirect skips.
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.
Advisor Perspectives
JULY 16, 2024
Leveraging essential tools will energize teams, streamline operations, and drive growth. Financial advisors should actively promote education, training, networking, and personal development to foster a net wealth-supporting environment.
Wealth Management
JULY 16, 2024
Managing a polarity requires a different approach.
Advisor Perspectives
JULY 16, 2024
The Census Bureau's Advance Retail Sales Report for June revealed headline sales were flat last month. The latest reading was above the expected 0.3% monthly decline in consumer spending.
Wealth Management
JULY 16, 2024
Maintain tax-exempt status and avoid costly penalties.
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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.
Tobias Financial
JULY 16, 2024
This event has passed, you can watch the recording here: [link] Join us on Tuesday, July 16th at 12:30 PM Eastern for our Quarterly Market Update Webinar. When: Tuesday, July 16th at 12:30 PM Eastern Registration: Click here to register. Cost: Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar.
Wealth Management
JULY 16, 2024
Practical approaches that foster integrated services.
NAIFA Advisor Today
JULY 16, 2024
All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program. The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Blake Wealth Partners in Columbus, Ohio has become a NAIFA 100% Agency. Under the membership program, Blake Wealth Partners has enrolled all of its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs
Wealth Management
JULY 16, 2024
Barry Martin of Shelton Capital Management discusses the rise of covered calls, their income potential, risks, and diversification benefits.
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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?
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