The Big Picture

DECEMBER 15, 2022

My morning train WFH reads: • Why You Should Enable Apple’s New Security Feature in iOS 16.2 Right Now : Apple just rolled out iOS 16.2, a software update that includes a key new feature called Advanced Data Protection for iCloud. That means you can finally enable end-to-end encryption for your iCloud backups so no one but you—not even Apple—can access your iCloud data. ( New York Times ). • The FUD Behind the Crypto Collapse : Sam Bankman-Fried and Binance’s Changpeng Zhao were ostensible partn

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Management Economics Marketing Marketing 268

The Reformed Broker

DECEMBER 15, 2022

A few weeks back I sat down with Bank of America’s quantitative and equity strategist Savita Subramanian and fellow financial advisor Georgia Lee Hussey to talk about how investors can protect themselves and find opportunity in 2023. There’s definitely a cloud hanging over the year to come – we’ve never seen a steeper or faster rate hiking cycle in the last half century and a lot of trends that mad.

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Financial Advisor Banking Marketing Marketing 246

Abnormal Returns

DECEMBER 15, 2022

Finance Why Robinhood ($HOOD) is offering IRA accounts to its customers. (riabiz.com) HSBC has announced it will stop financing new oil and gas fields. (bbc.com) Elon Elon Musk sold another big batch of Tesla ($TSLA) shares. (wsj.com) While SpaceX shares hold their value. (axios.com) Funds Blackrock's ($BLK) iShares is set to best Vanguard when it comes to 2022 fund flows.

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Financial Advising Media Retail Economy 182

The Big Picture

DECEMBER 15, 2022

Last year, I interviewed Peter Lynch of Fidelity at the MIT Sloan Conference. I also met George Noble , who worked with Peter for many years. He runs a fun trading group on Twitter — and had me be guest on it this week. Strap yourself for in for a fun ride with a bunch of traders. NO BULL – Market Talk with George Noble. Please consider donating to World Central Kitchen : .

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Marketing Marketing Food Media 130

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Accounting

Abnormal Returns

DECEMBER 15, 2022

Books A Q&A with Joanna L. Cea, co-author of "Beloved Economies: Transforming How We Work." (annehelen.substack.com) A Q&A with Danield Pink author of "The Power of Regret: How Looking Backward Moves Us Forward." (behavioralscientist.org) Business The FTC has bigger fish to fry than the Microsoft ($MSFT) deal for Activision Blizzard ($ATVI).

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Manufacturing Valuation Economy Assets 130

The Reformed Broker

DECEMBER 15, 2022

Final Trades: CMS Energy, Mativ & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Advisor Perspectives

DECEMBER 15, 2022

November's ZHVI came in at $357,544, up 0.14% from the previous month and up 12.3% YoY. After adjusting for inflation, the real figures are -0.53% MoM and 4.81% YoY.

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Wealth Management

DECEMBER 15, 2022

Increasingly, dynamic, high-growth companies are staying private, closing off significant options for workplace retirement savers. But putting a traditional PE fund inside a 401(k) plan would bring more problems than it solves.

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Planning Retirement 117

Advisor Perspectives

DECEMBER 15, 2022

The financial foghorn is blowing. Historical odds greatly favor a recession, stock market drawdown, and a much lower Fed funds rate.

Marketing 119

Marketing Marketing 119

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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.

Banking

Wealth Management

DECEMBER 15, 2022

There’s so much institutional capital in the market, even problematic office assets can find buyers, albeit at a discount, notes CREXi COO.

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Assets Marketing Marketing 124

Calculated Risk

DECEMBER 15, 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 Dec 10, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory growth held steady with for-sale homes up 55% above one year ago.

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Sales Marketing Marketing 98

Wealth Management

DECEMBER 15, 2022

The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.

Financial Advisor 101

Financial Advisor 101

Calculated Risk

DECEMBER 15, 2022

The DOL reported : In the week ending December 10, the advance figure for seasonally adjusted initial claims was 211,000 , a decrease of 20,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 230,000 to 231,000. The 4-week moving average was 227,250, a decrease of 3,000 from the previous week's revised average.

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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.

Financial Advice

Wealth Management

DECEMBER 15, 2022

This is Pontegadea’s second acquisition of premium residential real estate in the US, after agreeing to buy a New York building earlier this year. Traditionally, the firm focused on high-end office buildings and retail sites.

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Retail 97

Calculated Risk

DECEMBER 15, 2022

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in November A brief excerpt: First, a few excerpts from the Austin Board of Realtors® November release: For the first time since February 2019, median home prices in the Austin-Round Rock MSA experienced a 0% year over year increase , according to the Austin Board of REALTORS® November 2022 Central Texas Housing Market Report. … housing inventory almost quadrupled to 3.1 months of inventory year over year for

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Sales Marketing Marketing Numbers 94

Wealth Management

DECEMBER 15, 2022

Investment News looks at the difficulty of valuing non-traded REITs. Colliers published its latest seaport outlook report. These are among today’s must reads from around the commercial real estate industry.

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Investing Investments 95

A Wealth of Common Sense

DECEMBER 15, 2022

A reader asks: Collective wisdom is that over the long-term markets go up. While this may have been the case in the past, it’s the baby boomers who control the vast majority of the equity market on a generational basis, and they are in the process of selling out in mass due to financing retirement over the next decade. Is this a real cause for concern that this will trigger endless selling pressure and keep returns down.

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Marketing Marketing Retirement 87

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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.

Banking

Wealth Management

DECEMBER 15, 2022

The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients.

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Marketing Marketing Clients 100

Alpha Architect

DECEMBER 15, 2022

The paper documents that return forecasts from machine learning methods lead to superior out-of-sample returns in emerging markets. Machine Learning and The Cross-Section of Emerging Market Stock Returns was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Marketing Marketing 81

Wealth Management

DECEMBER 15, 2022

Friday ranks as the most popular day to work from home over the past six months, followed closely by Thursday, while Wednesday is the most common day to be on site.

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The Better Letter

DECEMBER 15, 2022

Those of us called upon professionally to write about market performance in 2022 as the year ends are necessarily struggling for the right verbiage. Words like “challenging” and “difficult” are sure get heavy play. That’s because, in language as plain as I can make it, pretty much every market and sector has had a very bad 2022.

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Investing Investments Portfolio Numbers 77

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Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

Management

Wealth Management

DECEMBER 15, 2022

Real estate has historically been a preferred asset class because of its tremendous capabilities to build wealth. But there's more to consider to meet your goals.

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Assets 94

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. Pair that with other trends brewing in the industry, and you have a recipe for robust job growth. Around 26 percent of U.S. adults said their most trusted source of financial advice was a financial advisor. That’s up from 22 percent who said the same in early 2020. 1 Market volatility was found to be a major factor in spurring people to seek advice.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

Wealth Management

DECEMBER 15, 2022

Former Entreda CEO Sid Yenamandra has co-founded a venture studio to drive data governance and compliance tech innovation and help startups in the field reach market more efficiently.

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Compliance Startup Government Marketing 88

Clever Girl Finance

DECEMBER 15, 2022

Technology has advanced so much that we have washing machines, dishwashers, and supercomputers for phones. Yet somehow our modern lives still leave us barely able to catch our breath with our long to-do lists. That said, we've compiled a list of life hacks for women to help you save money , time, and effort in different aspects of your life. So, let’s get to these game-changers that can help you simplify life!

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Budgeting Food Sales Planning 72

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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.

Communication

Wealth Management

DECEMBER 15, 2022

A running list of where finance jobs are being eliminated as revenue tumbles and warnings intensify that the economy is headed for a slump.

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Economy 90

Advisor Perspectives

DECEMBER 15, 2022

The latest Manufacturing Index came in at -13.8, up 5.6 from last month's -19.4. The 3-month moving average came in at -14, down from last month. The Six-Month Outlook came in at 3.8, up from the previous month's -7.1. Since this is a diffusion index, negative readings indicate contraction, positive ones indicate expansion.

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Manufacturing 69

Wealth Management

DECEMBER 15, 2022

Lessons learned from a female in finance who figured out how to do it all.

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CFP 109