The Reformed Broker
OCTOBER 3, 2022
I’m going to tell you a quick story in the order in which it happened. You were there. You will be familiar with the sequence of these events. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times. The tail end of a decade of uninterrupted asset price appreciation for the top decile of.
The Big Picture
OCTOBER 3, 2022
Click for audio. I sat down with Jon Luskin of Bogleheads to record episode #18: We focus on the cognitive & behavioral side of investing, as well as different ways of approaching risk. The post Bogleheads Live appeared first on The Big Picture.
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The Reformed Broker
OCTOBER 3, 2022
Every bear market has these two things in common: They end Expected returns go up The first thing is self-explanatory. The second thing should be obvious but from my talks with thousands of investors over the years, I have found that it is most certainly not intuitive to most people. When I tell you that expected returns are rising as stock prices fall, this is an overly simplistic way of saying that investors only get.
Nerd's Eye View
OCTOBER 3, 2022
Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that DPL Financial Partners has raised $20M of capital to continue scaling up its marketplace of no-commission annuities for RIAs, as the ongoing development of new fee-based products – combined wit
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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 Reformed Broker
OCTOBER 3, 2022
TONIGHT AT 5:30PM EST! Skylar Olsen joins Michael Batnick and I on a special episode of Live from The Compound! Dr. Skyler Olsen is the Chief Economist at Zillow. Previous to her current position, Skyler founded a consultancy supporting public-facing economic data program, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
OCTOBER 3, 2022
Podcasts Michael Kitces talks with Joe Duran about building United Capital and his role at Goldman Sachs Personal Financial Management. (kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. (capitalallocators.com) Christine Benz and Jeff Ptak talk about expanding retirement-savings opportunities for low- and middle-income workers with David John who is a senior strate
Calculated Risk
OCTOBER 3, 2022
Active inventory increased for the 3rd consecutive week, increasing 0.8% last week, and hitting a new peak for the year. Here are the same week inventory changes for the last four years ( usually inventory is declining at this time of year ): 2022: +4.3K 2021: -4.6K 2020: -4.9K 2019: -7.7K Inventory bottomed seasonally at the beginning of March 2022 and is now up 133% since then.
Wealth Management
OCTOBER 3, 2022
Commercial real estate firms are just beginning to grapple with the extent of the damage wrought by Hurricane Ian, reports Bisnow. Fannie Mae named Priscilla Almodovar as CEO, the first woman to head the lending giant. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
OCTOBER 3, 2022
From the Census Bureau reported that overall construction spending increased: Construction spending during August 2022 was estimated at a seasonally adjusted annual rate of $1,781.3 billion, 0.7 percent below the revised July estimate of $1,793.5 billion. The August figure is 8.5 percent above the August 2021 estimate of $1,641.6 billion. emphasis added Both private spending and public spending decreased: Spending on private construction was at a seasonally adjusted annual rate of $1,426.0 billi
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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.
Wealth Management
OCTOBER 3, 2022
Fifth Wall's Sarah Liu comes on the podcast to discuss some of the latest developments in the proptech space, including what parts of the business real estate investors are targeting with the newest innovations.
Calculated Risk
OCTOBER 3, 2022
Wards Auto released their estimate of light vehicle sales for September. Wards Auto estimates sales of 13.49 million SAAR in September 2022 (Seasonally Adjusted Annual Rate), up 2.3% from the August sales rate, and up 9.8% from September 2021. Click on graph for larger image. This graph shows light vehicle sales since 2006 from the BEA (blue) and Wards Auto's estimate for September (red).
Wealth Management
OCTOBER 3, 2022
Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.
Trade Brains
OCTOBER 3, 2022
Fundamental Analysis of Adani Wilmar: Part of the Adani Group, Adani Wilmar Ltd. is one of the few stocks that most investors regret not purchasing on its listing date. The list is even longer of people who sold the stock at a good listing gain of over 65%. Since then the stock has only increased in value, imitating the saga of IRCTC’s gains to its investors.
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.
Wealth Management
OCTOBER 3, 2022
Cathie Wood says the collaboration provides advisors access to ARK’s crypto strategies with the benefits of direct ownership, low minimums, and portfolio reporting integration.
Financial Symmetry
OCTOBER 3, 2022
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If either of these fits you, then you won’t want to … Continued. The post Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Ep #174 appeared first on Financial Symmetry, Inc.
Integrity Financial Planning
OCTOBER 3, 2022
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects of retirement is often overlooked in these conversations: healthcare costs. There are many unexpected costs in retirement, but healthcare is one of the largest spending categories on average for retirees, so having a cohesive plan to cover these necessities can go a long way, regardles
David Nelson
OCTOBER 3, 2022
By David Nelson, CFA. Let’s start the conversation by agreeing we need to cure the cancer of inflation. An unchecked rise in prices spinning out of control helps no one and risks pushing the U.S. economy further into crisis. However, every oncologist knows that administering chemotherapy at a pace beyond what the body can absorb risks unintended consequences, even death.
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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.
Wealth Management
OCTOBER 3, 2022
The values of New York office properties declined nearly 45 percent in 2020 and are forecast to remain roughly 39 percent below pre-pandemic levels due to the persistence of flexible work policies, according to a new study from the National Bureau of Economic Research.
The Irrelevant Investor
OCTOBER 3, 2022
Today’s Talk Your Book is presented by Kelly Intelligence: On today’s show, we spoke with Kevin Kelly, Founder and CEO of Kelly Intelligence about the use cases for gene editing, how biotechs perform in difficult environments, and much more. On today’s show we discuss: How Kelly Intelligence was started What CRISPR is Use cases for CRISPR The future of gene editing Incentives for gene editing How Ke.
Wealth Management
OCTOBER 3, 2022
Use of co-GP structures increased during the COVID pandemic as real estate developers saw the benefits of sharing infrastructure, costs and risk.
XY Planning Network
OCTOBER 3, 2022
6 MIN READ. The first job I had after college was as an advisor associate, tasked with answering phone calls from clients in a small independent RIA. They encouraged me to politely take questions and provide answers—with the mission to solve whatever problems or issues might arise and protect the firm co-founders from interruptions to their work. Among other things, I also kept the office organized and helped prepare materials for meetings.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Wealth Management
OCTOBER 3, 2022
Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.
Clever Girl Finance
OCTOBER 3, 2022
Instead of buying yet another toy or item for your little ones, have you thought about experience gifts for kids? Some of the best gifts I received as a child were not toys or things. They were experiences. For instance, my parents surprised me with a trip to a theme park one summer day. I had such a blast, and thinking about how my parents couldn't participate in some of the rides due to health issues makes me appreciate that experience so much more.
Wealth Management
OCTOBER 3, 2022
Best practices and steps to take prior to resigning that will ensure you hit the ground running once you are registered with your new firm.
Million Dollar Round Table (MDRT)
OCTOBER 3, 2022
By James S. Aussem, J.D., AEP Succession planning sometimes requires business owners to make hard decisions. If something were to happen to them and they became permanently unable to perform their duties, should they tell the family to sell the business? Should they have the family hire a replacement CEO as soon as possible? Are the existing management players sufficient to perpetuate the enterprise, or aren’t they?
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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.
Wealth Management
OCTOBER 3, 2022
The SEC has warned that celebrities touting cryptocurrencies it deems securities need to make clear to investors if they’re paid for the backing.
Alpha Architect
OCTOBER 3, 2022
Does gender matter in institutional investing? Does Gender Affect Reactions to Market Sentiment Shifts? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Calculated Risk
OCTOBER 3, 2022
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of October 2nd. Click on graph for larger image. This data shows the 7-day average of daily total traveler throughput from the TSA for 2019 (Light Blue), 2020 (Black), 2021 (Blue) and 2022 (Red).
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