The Big Picture
AUGUST 19, 2022
There is a link in yesterday’s reads that I violently disagreed with but found quite interesting nonetheless. Just as retweets aren’t endorsements, my AM reads include things I find fascinating, important, and well-written — regardless of whether or not they reflect my beliefs. If anything, finding contrary pieces helps reduce confirmation bias and curtails my time in a limited information bubble of my own construction.
Nerd's Eye View
AUGUST 19, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year. This follows the FPA’s announcement that it plans to pursue title reform for the term “financial planner”, and signals that there may be coordination challenges or divergent strategies among the three organi
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The Big Picture
AUGUST 19, 2022
Yet another lovely open-air driver to enjoy during the summer months: The famed Mercedes-Benz 300SL Gullwing pioneered many new technical innovations, such as fuel injection and a tubular space frame. It may have been gorgeous, but it was an expensive coupe. Enter the 190SL. Built on a shortened sedan platform, it was powered by a carbureted 1.9-liter inline-four making 120 HP paired with a four-speed manual transmission.
Nerd's Eye View
AUGUST 19, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year. This follows the FPA’s announcement that it plans to pursue title reform for the term “financial planner”, and signals that there may be coordination challenges or divergent strategies among the three organi
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
The Big Picture
AUGUST 19, 2022
My end-of-week morning train WFH reads: • Holes in the Recession Story. With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. But recent developments offer some hope that the prevailing pessimism may no longer be as warranted as it was a few months ago. ( Project Syndicate ). • This Year, the Boss Is in the Office While Employees Hit the Beach : Managers hoping to coax workers back to the office are
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
AUGUST 19, 2022
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released yesterday from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Aug 13, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, but the pace slipped to 27% above one year ago.
Wealth Management
AUGUST 19, 2022
Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.
Calculated Risk
AUGUST 19, 2022
Notes: The expansion to the Panama Canal was completed in 2016 (As I noted a few years ago ), and some of the traffic that used the ports of Los Angeles and Long Beach is probably going through the canal. This might be impacting TEUs on the West Coast. Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic.
Wealth Management
AUGUST 19, 2022
Scott Kohn worked with a network of hundreds of financial advisors and insurance agents, several now barred by FINRA, as part of a scheme targeting seniors and veterans, the DOJ says.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Calculated Risk
AUGUST 19, 2022
From BofA: Data this week have been a positive for GDP tracking in 2Q and 3Q. We took our 2Q GDP tracking up to -0.3% q/q saar from -0.9% owing to a strong upward revision to May retail sales. Meanwhile, we initiated our 3Q GDP tracking at 0.5% q/q saar [August 19 estimate] emphasis added From Goldman: We left our Q3 GDP tracking estimate unchanged at +1.3% (qoq ar).
Wealth Management
AUGUST 19, 2022
Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.
Calculated Risk
AUGUST 19, 2022
Today, in the Calculated Risk Real Estate Newsletter: Slowdown in Showings Suggests a Further Decline in Existing Home Sales in August A brief excerpt: The following data is courtesy of David Arbit, Director of Research at the Minneapolis Area REALTORS® and NorthstarMLS (posted with permission). Here is a link to their data. This graph shows the 7-day average showings for the Twin Cities area for 2019, 2020, 2021, and 2022.
Brown Advisory
AUGUST 19, 2022
CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. mhannan. Fri, 08/19/2022 - 10:50. From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. In this episode of CIO Perspectives, Bertie Thomson, Erika Pagel and Sid Ahl dissected recent market moves and the most pressing risks for markets, a
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Mullooly Asset Management
AUGUST 19, 2022
In this week’s podcast, Brendan, Tim and Casey debate whether it is better to have more money saved in your retirement accounts or lower monthly expenses. They discuss the pros/cons of each and how these factor into making big decisions in retirement like paying off a mortgage. The guys also turn the conversation towards the […] In this week’s podcast, Brendan, Tim and Casey debate whether it is better to have more money saved in your retirement accounts or lower monthly expenses.
Alpha Architect
AUGUST 19, 2022
Relative sentiment is an indicator that measures the positions, flows, and attitudes of institutional investors compared to those of individual investors–where institutions typically consist of large asset managers, insurance companies, pension funds, and endowments. In some instances, however–depending on the dataset and the asset class under consideration–institutions might also include hedge funds, CTAs, and other large speculators. .
A Wealth of Common Sense
AUGUST 19, 2022
Magician Gustav Kuhn once performed a simple magic trick to learn why people are so susceptible to sleight of hand. He took a small red ball and threw it in the air, catching it with one hand. He then did it again a second time very quickly. But on the third throw, the ball never came down. It disappeared. It was a mystery. Where did the ball go? It didn’t actually disappear into thin air.
Wealth Management
AUGUST 19, 2022
Realto Inc. has created a platform for secondary trading of illiquid real estate investments and alternative securities.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Clever Girl Finance
AUGUST 19, 2022
Are you a lone wolf? Do you prefer a quiet work environment? Do team meetings make your stomach drop and your fists clench? If the answer is yes, you’ve probably dreamed of working alone. Yes, for some of us, the idea of waking up every morning and doing our own thing is the literal dream. Finding a job that suits both your outlook and your lifestyle doesn’t have to be hard.
Wealth Management
AUGUST 19, 2022
The biggest problem facing the IRS isn’t bad management or lack of resources, but the metastasizing complexity of the tax rules it must administer.
Trade Brains
AUGUST 19, 2022
Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. Although there are hundreds of stock investing blogs in India, however, in this post we have hand-picked 7 best Indian stock market blogs that every Indian equity investor should follow.
Wealth Management
AUGUST 19, 2022
Sanctuary facilitated the tuck-in of The Alteri Group, a six-person Texas team fresh out of the wirehouse.
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Validea
AUGUST 19, 2022
Investor sentiment has become increasingly pessimistic, to the extent that many are overlooking the positive things that are happening, says Ken Fisher in a video on Fisher Investments’ YouTube channel. Case in point: loan growth has been steady at a robust 8% per year, even with higher interest rates. But that positive fundamental is being ignored, Fisher says.
Wealth Management
AUGUST 19, 2022
Help clients give more while saving on 2022 taxes; deadlines always come faster than expected.
Validea
AUGUST 19, 2022
The Nasdaq Composite index has rallied over 20% from its June low point, but that rebound doesn’t necessary signal the start of a bull market, reports an article in MarketWatch. In fact, there have been many times throughout history when the Nasdaq has bounced back more than 20% in the midst of a bear market, the most famous of which happened in April/May of 2001 when the index saw a 40% rally even as the Dotcom bubble burst was still causing major damage.
Wealth Management
AUGUST 19, 2022
The $600 million acquisition advances Equitable’s wealth management growth strategy.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Brown Advisory
AUGUST 19, 2022
CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. In this episode of CIO Perspectives, Bertie Thomson, Erika Pagel and Sid Ahl dissected recent market moves and the most pressing risks for markets, as w
Trade Brains
AUGUST 19, 2022
Understanding How is Nifty 50 Calculated: At the start of this new Year 2021, the Nifty touched the new height of 14,000 points for the first time ever. A good sign for the Indian markets as they keep soaring higher. But have you ever wondered how the index value was arrived at? . Today, we discuss the calculation of one prominent index in Indian markets called the Nifty 50.
SEI
AUGUST 19, 2022
SEI Introduces SEI Data Cloud. lopsahl. Fri, 08/19/2022 - 16:07. 4 minutes. Data management. Banks. Corporate. Banks PB (US). Enterprise (Corporate). Press release. Newsroom. OAKS, Pa., Aug. 22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration.
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