Calculated Risk
OCTOBER 27, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Oct 22, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 36% above one year ago.
Wealth Management
OCTOBER 27, 2022
Schwab RIA execs reconfirmed repapering will not be needed for the majority of accounts, and ThinkPipes and iRebal will be included on Schwab's platform.
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The Big Picture
OCTOBER 27, 2022
We discussed how ephemeral and short-lived great success can be yesterday in Can Anyone Catch Nokia? As I was writing it, I had no idea it was a metaphor for what would happen a few hours later, a coincidental preface to a discussion about another mega-cap tech — META, aka Facebook. I asked Scott Galloway about which of the Four firms was most likely to falter, we (more or less) agreed that it was Facebook.
Wealth Management
OCTOBER 27, 2022
It’s more work than a marketing push, but the rewards will almost certainly be greater and more durable.
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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
Calculated Risk
OCTOBER 27, 2022
The DOL reported : In the week ending October 22, the advance figure for seasonally adjusted initial claims was 217,000 , an increase of 3,000 from the previous week's unrevised level of 214,000. The 4-week moving average was 219,000, an increase of 6,750 from the previous week's unrevised average of 212,250. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Wealth Management
OCTOBER 27, 2022
Moving into new stage of growth, the $33 billion, partner-owned RIA has created a digital app to “seamlessly” connect clients—with their advisors and with each other.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
OCTOBER 27, 2022
Anthony Stich, chief revenue officer at Entrustody, explains how the right technology is the key to building a more efficient practice.
Abnormal Returns
OCTOBER 27, 2022
Markets Bitcoin has been boring of late. (ft.com) Not all (emerging) markets are created equal. (allstarcharts.com) Companies Zuck is running Meta ($META) into the ground. (ez.substack.com) Elon is trying to reassure Twitter ($TWTR) advertisers. (variety.com) Hedge funds Big money managers keep snapping up private credit shops. (ft.com) Multi-strategy hedge funds are the new fund of funds.
Wealth Management
OCTOBER 27, 2022
Aaron Klein, co-founder and chief executive officer of Riskalyze, discusses how firms can leverage compliance as a tool for growth.
Calculated Risk
OCTOBER 27, 2022
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.3% Below Peak Excerpt: It has been over 16 years since the bubble peak. In the Case-Shiller release Tuesday, the seasonally adjusted National Index (SA), was reported as being 64% above the bubble peak in 2006. However, in real terms, the National index (SA) is about 13% above the bubble peak (and historically there has been an upward slope to real house prices).
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
OCTOBER 27, 2022
Sheryl Hickerson, chief executive officer of Females & Finance, shares how companies can move past “box checking” to truly become more welcoming to women.
Calculated Risk
OCTOBER 27, 2022
Note: I like using Las Vegas as a measure of recovery for both leisure (visitors) and business (conventions). From the Las Vegas Visitor Authority: August 2022 Las Vegas Visitor Statistics September saw strong visitation of 3.35M visitors, just ?3.5% behind September 2019, with notable weekend holidays and events from Labor Day to the Life Is Beautiful festival, the Canelo/GGG fight, Mexican Independence Day, the Raiders/Cardinals home game, Bad Bunny World's Hottest Tour and the iHeartRadio Mus
Wealth Management
OCTOBER 27, 2022
It is increasingly rare for developers to build new assisted living seniors housing without including a wing or a floor of memory care seniors housing.
The Reformed Broker
OCTOBER 27, 2022
Final Trades: Merck, Defense, Clearway Energy & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.
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
OCTOBER 27, 2022
Carl Richards, chief brand officer at Elements, explains how thinking differently about planning can enable advisors to serve more of the population.
Calculated Risk
OCTOBER 27, 2022
From the BEA: Gross Domestic Product, Third Quarter 2022 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.6 percent in the third quarter of 2022 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP decreased 0.6 percent. The increase in real GDP reflected increases in exports, consumer spending, nonresidential fixed investment, federal government spending, and state and local government spending, t
Wealth Management
OCTOBER 27, 2022
Robert Sofia, chief executive officer of Snappy Kraken, explains how focusing on what clients care about is key to crafting messages that resonate.
Million Dollar Round Table (MDRT)
OCTOBER 27, 2022
By Bryce Sanders You know you provide a valuable service and help make people’s lives better, but the public also sees what the film and television industry portray — which could be negative and flawed. How then can you get the message to your friends and prospects that you excel at making a difference in the lives of your clients and their families?
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
OCTOBER 27, 2022
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Prosperity Coaching
OCTOBER 27, 2022
Great financial advisor business cards are extremely important as a part of the branding strategy for financial advisors. In fact, business cards can be used to position your firm as a market leader. Some may think the “calling card” is a thing of the past, but they are simply wrong. […]. The post 19 Tips Financial Advisors Can Use for a WOW Business Card appeared first on The Prosperous Advisor Coaching Blog.
Wealth Management
OCTOBER 27, 2022
The emirate’s biggest sovereign wealth fund has raised its target allocation range for North America to between 45 percent and 60 percent, and expects activity levels for real estate investments to remain high this year and beyond, according to an annual review released on Thursday.
Integrity Financial Planning
OCTOBER 27, 2022
Before your generation, retirement had long been perceived as a time when life took a downward turn. But thanks to baby boomers, this perception has radically changed. Baby Boomers have been cool kids since their inception: introducing rock n roll, pop culture, mainstream technology, and now, reshaping retirement into a time of exploration, passion, and learning.
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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
OCTOBER 27, 2022
It still takes time to understand sustainability themes and become familiar with the tools available to evaluate different investments.
Good Financial Cents
OCTOBER 27, 2022
While the best savings accounts used to come from traditional brick-and-mortar institutions, this is no longer the case at all. The reality is, many online banks and fintech companies offer savings accounts with lower fees (or no fees) these days, and their interest rates are much more competitive than you’ll find elsewhere. Don’t believe me?
Wealth Management
OCTOBER 27, 2022
The lack of affordable housing is threatening school administrators’ ability to attract and hire employees. So now the University of Vermont and a number of schools across the country are tackling the housing crunch head-on with a new strategy: building homes targeting faculty and staff.
Clever Girl Finance
OCTOBER 27, 2022
No matter what sort of small business you have or how long you’ve been at it, it’s always important to set new goals for yourself! Having the right goals for a small business is essential to its future success and growth. They save you from just stumbling around aimlessly in the dark, and give you a map of where to go. Goals for small businesses are very personal, because each business (and business owner!
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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?
Wealth Management
OCTOBER 27, 2022
Sheryl Hickerson, chief executive officer of Females & Finance, shares how companies can move past “box checking” to truly become more welcoming to women.
Mullooly Asset Management
OCTOBER 27, 2022
Investing is so difficult because as stocks go down, the level of risk seems to go up. But is that actually true? In this week’s video, Casey shares data that shows how investor’s expectations tend to say more about what HAS HAPPENED not WHAT WILL HAPPEN. He then looks at how the market historically performs […].
Wealth Management
OCTOBER 27, 2022
Mike Durso, CEO of Shorehaven Wealth Partners, shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vision to build a legacy.
Trade Brains
OCTOBER 27, 2022
DCX Systems Limited IPO Review: DCX Systems Limited is coming up with its Initial Public Offering. The IPO will open for subscription on October 31st, 2022, and close on November 2nd, 2022. It is looking to raise Rs. 500 Crores out of which Rs. 400 Crores will be a fresh issue and the rest Rs. 100 Crores will be an offer for sale. In this article, we will look at the DCX Systems IPO Review 2022 and analyze its strengths and weaknesses.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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