The Big Picture
SEPTEMBER 21, 2022
One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He thinks about expectations, gives speeches on them, and uses the data series when enacting Federal Reserve policies to combat inflation. The problem is that all consumer surveys (including inflation expectations) are deeply problematic.
Wealth Management
SEPTEMBER 21, 2022
New construction of multifamily properties, which include rental apartments and are therefore less sensitive to rate-induced shifts in demand, jumped 28 percent in August to the highest level since 1986.
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The Big Picture
SEPTEMBER 21, 2022
My mid-week morning train WFH reads: • Jerome Powell’s Inflation Whisperer: Paul Volcker Aiming to reduce inflation even at the risk of recession, the Fed Chairman draws on a 1980s playbook. ‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( The Overshoot ). • Were Those Great Returns the Result of Skill — or Just Lu
Wealth Management
SEPTEMBER 21, 2022
Whopping rental rate spikes caught the eyes of many apartment investors and even with the pace of growth likely to slow, overall fundamentals remain attractive.
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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
SEPTEMBER 21, 2022
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased Slightly to 4.80 million SAAR in August Excerpt: On prices, the NAR reported : The median existing-home price for all housing types in August was $389,500, a 7.7% jump from August 2021 ($361,500), as prices ascended in all regions. This marks 126 consecutive months of year-over-year increases, the longest-running streak on record.
Wealth Management
SEPTEMBER 21, 2022
The move is part of the succession plan for AK Financial Group Founder Andrew Karlinski, who will wind down his RIA and transition to Private Advisor Group’s.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
SEPTEMBER 21, 2022
Scenes from the 2022 WealthManagement Industry Awards.
Abnormal Returns
SEPTEMBER 21, 2022
Podcasts Daniel Crosby talks with Morgan Housel author of "The Psychology of Money." (standarddeviationspod.com) Christine Benz and Jeff Ptak talk with Farnoosh Torabi about navigating family money dynamics. (morningstar.com) Cody and Justin talk with Vitaliy Katsenelson about his new book "Soul in the Game." (thefishow.com) College Parent PLUS loans are a disaster.
Calculated Risk
SEPTEMBER 21, 2022
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 3.8 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 16, 2022. Last week’s results include an adjustment for the Labor Day holiday. The Refinance Index increased 10 percent from the previous week and was 83 percent lower than the same week one year ago.
Wealth Management
SEPTEMBER 21, 2022
Editor in Chief Susan R. Lipp discusses this month's issue.
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.
Calculated Risk
SEPTEMBER 21, 2022
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Demand for design services accelerates Demand for design services from U.S. architecture firms grew at an accelerated pace in August, according to a new report today from The American Institute of Architects (AIA). AIA’s Architecture Billings Index (ABI) score for August rose to 53.3 compared to 51.0 in July (any score above 50 indicates an increase in billings).
A Wealth of Common Sense
SEPTEMBER 21, 2022
Kanye West went on CNBC last week to discuss why he terminated his contract with the Gap: We’re only getting one side of the story here so it’s difficult to tell exactly what caused the rift here but Kanye is sure there is only one person who could have fixed the struggling retailer. West told Sarah Eisen, “They have one individual that could save the Gap.” He was referring to himself, of course.
The Irrelevant Investor
SEPTEMBER 21, 2022
Today’s Animal Spirits is brought to you by Masterworks and Composer: See here to learn more about investing in contemporary art and here for important disclosures. See here for more info on Composers’ rules-based strategies On today’s show we discuss: Future Proof Dalio on inflation Buying the dip on international stocks Opendoor getting hit with losses Homebuyers might as well take the plunge Ca.
Wealth Management
SEPTEMBER 21, 2022
Thursday, October 13, 2022 | 2:00 PM ET
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.
A Wealth of Common Sense
SEPTEMBER 21, 2022
Today’s Animal Spirits is brought to you by Masterworks and Composer: See here to learn more about investing in contemporary art and here for important disclosures. See here for more info on Composers’ rules-based strategies On today’s show we discuss: Future Proof Dalio on inflation Buying the dip on international stocks Opendoor getting hit with losses Homebuyers might as well take the plunge Ca.
SEI
SEPTEMBER 21, 2022
Leading Disability Employer by NOD. Recognition. lsmith. Wed, 09/21/2022 - 09:45. The National Organization on Disability (NOD) Leading Disability Employer seal recognizes companies that demonstrate exemplary employment practices for differently-abled populations. . This recognition is based on data provided in response to the NOD Disability Employment Tracker™, a free and confidential assessment that benchmarks companies’ disability inclusion programs, including climate and culture, people prac
Million Dollar Round Table (MDRT)
SEPTEMBER 21, 2022
By Julie Lewis In today’s rapidly changing, complex and dynamic world, resilience is a critical success skill. The more resilient people are, the more successfully they respond and adapt to change. Add to this the increases in creativity, productivity and performance that have been linked to resilience, and it is easy to see why this essential leadership skill is a must.
Brown Advisory
SEPTEMBER 21, 2022
Resilience is Core to Sustainable Portfolio Construction. mhannan. Wed, 09/21/2022 - 10:50. As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses. Only Time Will Tell.
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.
SEI
SEPTEMBER 21, 2022
Neurodiversity@Work Program Honored at WealthManagement.com Industry Awards. Recognition. lsmith. Wed, 09/21/2022 - 09:26. The Neurodiversity@Work program provides internship and employment opportunities for neurodiverse individuals in the financial services industry. . Get caught up. press-release. August 22, 2022. SEI Introduces SEI Data Cloud. SEI Introduces SEI Data Cloud. press-release.
Validea
SEPTEMBER 21, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us in advance that the 2020 bear market was an anomaly based on how fast things turned around, but you still can’t blame us for hoping for a repeat. We just didn’t get it. With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand.
SEI
SEPTEMBER 21, 2022
Globe and Anchor Award. Recognition. lsmith. Wed, 09/21/2022 - 09:35. We are honored to have received the Globe and Anchor Award, presented by the Marine Corps Scholarship Foundation. This annual award recognizes one organization that has had an impact around the globe through a foundation of service. The Marine Corps Scholarship Foundation, established to honor the service and sacrifice of Marines and their families, helps cover the cost of attending post-high school, undergraduate, and career
Clever Girl Finance
SEPTEMBER 21, 2022
These best books about budgeting are linked via affiliate links that help us grow Clever Girl Finance! Please see our disclosures for more information. In our modern world, it seems like all of the information you need is easily available in a blog post or video. And while that may be true, the power of reading a good old-fashioned book shouldn’t be overlooked.
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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.
Brown Advisory
SEPTEMBER 21, 2022
Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses. Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable por
Conneqtor
SEPTEMBER 21, 2022
How to Start a Podcast – A (Financial Advisor’s) guide to podcasting You might not know this about me yet, but I’m a podcast host. Along with my friend and fellow Financial Advisor and FinTech CEO, Adam Holt, we have a podcast called Rethink – The Financial Advisor Podcast.
Brown Advisory
SEPTEMBER 21, 2022
Resilience is Core to Sustainable Portfolio Construction. mhannan. Wed, 09/21/2022 - 10:50. As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses. Only Time Will Tell.
SEI
SEPTEMBER 21, 2022
FFIEC Cybersecurity Assessment Tool. Blog. vlaskowski. Wed, 09/21/2022 - 09:16. What is the FFIEC Cybersecurity Assessment Tool? The FFIEC Cybersecurity Assessment Tool (CAT) is a method used to measure a financial institution’s cybersecurity risk and preparedness over time. While the primary guidance is for national banks, community banks, and credit unions of all sizes, it can also be helpful for non-depository institutions. .
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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?
The Richer Geek
SEPTEMBER 21, 2022
Welcome back to another episode of the richer geek. We are very happy to have Stuart Leo. Stewart has 15 years of corporate experience, the background and consulting, leadership management and strategy. He's an innovator and visionary. He's the founder and CEO of waymaker.io. Waymaker is an intelligent business management platform that helps leaders build a better business in 30 days.
NAIFA Advisor Today
SEPTEMBER 21, 2022
Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizat
Trade Brains
SEPTEMBER 21, 2022
Fundamental Analysis of Bharti Airtel : Let’s rewind to 2016. Reliance Jio, a new entrant at the time, shook the foundations of the telecom industry in India. While many Indians rejoiced as they got access to 4G services for free, its competitors had a hard time in business. Their subscriber count was on a free fall, and their revenue began to recede.
Steven J. Wilson
SEPTEMBER 21, 2022
Yes, online marketing can be successful if done correctly. However, there are many factors to consider when planning an effective online marketing strategy, including target audience, message, platform, and call to action. By taking the time to understand your audience and what they are looking for, you can create relevant and engaging content, ultimately leading […].
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