The Reformed Broker
APRIL 5, 2023
I get a lot of emails and LinkedIn messages about our “funnel” these days. Hiring funnel, sales funnel, etc. Usually it’s coming from well-meaning companies who are focused on recruiting and headhunting or lead generation and prospecting. A typical firm in our industry is probably in need of what they’re offering. I have tried to build an atypical firm.
Wealth Management
APRIL 5, 2023
Highlights include CRATs and monetized installment sales.
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Calculated Risk
APRIL 5, 2023
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 4.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending March 31, 2023. The Market Composite Index, a measure of mortgage loan application volume, decreased 4.1 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
APRIL 5, 2023
Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.
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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
The Big Picture
APRIL 5, 2023
A quick note before everybody scampers off for the holidays. The impact of Technology on indices since the GFC is indisputable. But if you want to see exactly what their weight looks like on markets over that decade-plus era, check out the Statista video above. Or, you can see Invictus applying Bob Farrell’s rules to the Tosteern Slok’s FANGM work: Time to invoke Farrell’s Rule #7?
Wealth Management
APRIL 5, 2023
Revenue Ruling 2023-2 confirms that taxpayers can’t have their cake and eat it too.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 5, 2023
Newmark’s managing director of geopolitical strategy consulting talks about the risks and opportunities the current economic and political climate brings.
Nerd's Eye View
APRIL 5, 2023
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. And while the near-constant drumbeat of proposed legislative actions that would further alter the estate planning landscape has led some planners to try to 'get ahead' of those changes by suggesting action in anticipation of those bills becoming laws, doing so can come with risks… espe
Wealth Management
APRIL 5, 2023
Brookfield REIT CEO Zachary Vaughan stepped down to “pursue other business opportunities” reports The Real Deal. Walmart is revamping its supply chain strategy, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
APRIL 5, 2023
Today, in the Calculated Risk Real Estate Newsletter: Update: Comparing the Current Housing Cycle to the 1980 Period Excerpt: A year ago, I wrote: Housing: Don't Compare the Current Housing Boom to the Bubble and Bust It is natural to compare the current housing boom to the mid-00s housing bubble. The bubble and subsequent bust are part of our collective memories.
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
APRIL 5, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
Abnormal Returns
APRIL 5, 2023
Podcasts Morgan Housel talks about why our brains covet the pursuit of new stuff. (open.spotify.com) Benjamin Felix and Cameron Passmore talk with Daniel Pink about the power of regret to help induce change. (rationalreminder.libsyn.com) Investing The stock market is in a drawdown more often than not. (awealthofcommonsense.com) Index funds don't call you in the middle of the night saying the roof is leaking.
Wealth Management
APRIL 5, 2023
Managers launched more than 30 new ETFs last month.
Calculated Risk
APRIL 5, 2023
From the Department of Commerce reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $70.5 billion in February , up $1.9 billion from $68.7 billion in January, revised. February exports were $251.2 billion, $6.9 billion less than January exports. February imports were $321.7 billion, $5.0 billion less than January imports. emphasis added Click on graph for larger image.
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
APRIL 5, 2023
James Millegan didn’t pay more than $2.5 million in taxes, and instead used the money for personal expenses, including a classic Rolls Royce.
Calculated Risk
APRIL 5, 2023
From ADP: ADP National Employment Report: Private Sector Employment Increased by 242,000 Jobs in February; Annual Pay was Up 7.2% Private sector employment increased by 145,000 jobs in March and annual pay was up 6.9 percent year-over-year, according to the M arch ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”).
Wealth Management
APRIL 5, 2023
At IREM, we recognize the importance of housing choice and access to quality housing that is affordable. We’ve seen how rent control undermines both of these things, making it financially challenging for property owners and real estate managers to meet the needs of their tenants.
Calculated Risk
APRIL 5, 2023
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 196 thousand initial claims, down from 198 thousand last week.
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
APRIL 5, 2023
The Sao Paulo-based holding is interested in multifamily housing properties and commercial buildings amid a “dislocation” of prices coming out of the pandemic in different markets, including New York and the West Coast, Chief Executive Officer Joao Schmidt and Chief Financial Officer Sergio Malacrida said in an interview.
Good Financial Cents
APRIL 5, 2023
Getting a new car is one of the better feelings in life, I’ll admit. But, it’s also one of the biggest financial transactions most people make. Get a good deal, and you’ll save a ton of money over the life of the car. Strike a bad deal, and it can haunt you for years. It can even interfere with the next car you buy! You can avoid this outcome by preparing yourself for the new car purchase ahead of time.
Wealth Management
APRIL 5, 2023
The plan rests on strategic asset acquisition, proprietary methods of retrofitting buildings and adding solar panels and the long-term payoff from assembling a portfolio of energy-efficient buildings.
MarketWatch
APRIL 5, 2023
Struggling home-goods retailer Bed Bath & Beyond Inc. BBBY on Wednesday called for a shareholder vote on a potential reverse stock split at a special meeting set for May 9. In a filing, the company said the vote would be on whether to allow an amendment to execute, at the board’s discretion, a stock split “at a ratio in the range of 1-for-10 to 1-for-20, with such ratio to be determined at the discretion of the Board.
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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
APRIL 5, 2023
Even those making more than six figures are feeling the squeeze of inflation. Here’s how to make earnings go further come tax season.
MarketWatch
APRIL 5, 2023
Philip Morris International Inc. PM said Wednesday it’s making progress toward its 2025 goal of being a smoke-free company and that it intends to transform into a broader lifestyle, consumer wellness and healthcare company over time. In its fourth annual integrated report, the tobacco company reiterated that it’s focusing its resources on developing and commercializing smoke-free products that are less harmful than smoking.
Wealth Management
APRIL 5, 2023
The buyout firm, which is also the world’s largest commercial real-estate owner, has agreed the key terms on buying Industrials Reit Ltd., an operator of UK industrial estates whose stock price recently touched a two-year low after falling more than 40% from its peak. Like prime offices, this is a sub-sector where supply is constrained and vacancy rates are low.
Integrity Financial Planning
APRIL 5, 2023
Photography can be a great hobby to take up in your retirement. It’s a great way to encourage you to stop and smell the roses. With the advent of smartphones and advanced digital cameras, it can be very easy to point a camera at something and get an image you’re happy with. The computers in phones and cameras make the adjustments necessary to get a good-looking photo.
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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
APRIL 5, 2023
A rethinking of the traditional 60/40 investing model may have made room for the volatile cryptocurrency.
MarketWatch
APRIL 5, 2023
Costco Wholesale Corp. COST on Wednesday said same-store sales fell last month, sending shares lower in after-hours trade. The membership warehouse retail chain said that overall same-store sales fell 1.1% over that period, with a 1.5% dip in the U.S. and a 2.4% decrease in Canada. Elsewhere internationally, those sales rose 2%. E-commerce comparable sales slid 12.7%.
Wealth Management
APRIL 5, 2023
The DoubleLine Commercial Real Estate ETF (ticker DCMB) and the DoubleLine Mortgage ETF (DMBS) launched Tuesday.
MarketWatch
APRIL 5, 2023
Peter Murrell, the husband of former Scottish First Minister Nicola Sturgeon, has been arrested, BBC News reported. Police Scotland said in a statement that a 58-year-old man was arrested as a suspect in connection with the ongoing investigation into the funding and finances of the Scottish National Party. The statement said officers are also carrying out searches at a number of addresses as part of the investigation.
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