The Big Picture
SEPTEMBER 14, 2022
The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. By Vinnie Foster Wynans III. Staff Reporter of The Wall Street Journal. The market rallied early this morning for reasons nobody understands and nobody predicted. CNBC analysts confidently asserted it had something to do with the Senegalese money supply but others pointed to revised monthly figures showing a poor tuna haul off the Peruvian coast.
Calculated Risk
SEPTEMBER 14, 2022
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 1.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending September 9, 2022. This week’s results include an adjustment for the observance of Labor Day.
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Wealth Management
SEPTEMBER 14, 2022
While the sector faces some unique challenges, including a shortage of power and competition for owners from their own tenants, its performance continues to be solid.
Calculated Risk
SEPTEMBER 14, 2022
Today, in the Calculated Risk Real Estate Newsletter: Current State of the Housing Market A brief excerpt: There have been three recent key changes in the housing market: 1. New listings have declined significantly year-over-year. 2. This “ Sellers’ Strike ” has led to inventory growth stalling. 3. And homeowners have continued to borrow against their home equity, shifting from cash-out refinance to home equity loans (so they can keep their low interest 1st mortgage).
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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
Wealth Management
SEPTEMBER 14, 2022
Gifts of real estate can have some unique complications.
Nerd's Eye View
SEPTEMBER 14, 2022
When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may find it difficult to facilitate the insightful conversations necessary to guide clients through an exploration of these values. Clients may be tempted to postpone having such intimately personal discussions, and advisors may not be certain how to frame the discussion so that it is both productive and comfortable for the client.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
SEPTEMBER 14, 2022
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in August A brief excerpt: This is the second look at local markets in August. I’m tracking about 35 local housing markets in the US. Some of the 35 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Wealth Management
SEPTEMBER 14, 2022
Apex CEO Bill Capuzzi discusses the future of custody and the possibility of taking another run at going public.
Abnormal Returns
SEPTEMBER 14, 2022
Housing Downsizing in retirement is not without its challenges. (nytimes.com) It's hard to own a second home without a reliable 'guy' to take care of stuff. (marketwatch.com) The many downsides of owning a vacation home. (wsj.com) Rates If you are earning 0% on your bank deposits, it's time to look around for a better deal. (compoundadvisors.com) What you need to understand about muni bond pricing.
Wealth Management
SEPTEMBER 14, 2022
The Australian-based "advice engagement and client experience platform" aims to work with 150 U.S. advisors by the end of the year.
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.
Million Dollar Round Table (MDRT)
SEPTEMBER 14, 2022
By By Nadia Wijatno, CLU, ChFC What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many referrals you received? Those numbers are important measures of growth, but I believe that if we are not careful, we can become overly focused on the quantitative side of our business and neglect what I find to be equally important: the qualitative side.
Wealth Management
SEPTEMBER 14, 2022
The commission charged Marc Frankel with using stolen funds for personal expenses, including basketball tickets, tuition and travel.
Advisor Websites
SEPTEMBER 14, 2022
Most of today's population relies on email to work, communicate with loved ones, get discount codes on their favourite products, stay up to date on news, and so much more.
Wealth Management
SEPTEMBER 14, 2022
The window of opportunity for distressed assets in this cycle will depend mainly on whether or not a recession materializes.
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 14, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on which leading indicators best predict market declines. On today’s show we discuss: The worst year ever The Four Pillars by William Bernstein US Dollar Strength The job market is supporting a soft landing A quick housing correction is unlikely Sparkline Capital and Liquid Venture Capital Q2 earnings insights The Robinhoo.
Wealth Management
SEPTEMBER 14, 2022
Open, honest and candid discussions about the latest news in the RPA industry.
The Irrelevant Investor
SEPTEMBER 14, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on which leading indicators best predict market declines. On today’s show we discuss: The worst year ever The Four Pillars by William Bernstein US Dollar Strength The job market is supporting a soft landing A quick housing correction is unlikely Sparkline Capital and Liquid Venture Capital Q2 earnings insights The Robinhoo.
Wealth Management
SEPTEMBER 14, 2022
If a structure isn’t reported properly from the beginning, the resulting tax liability can undermine all other substantive goals.
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.
Conneqtor
SEPTEMBER 14, 2022
How to get clients as a financial advisor who leads with advice If you’re a Financial Advisor, independent or not, it’s your responsibility to get more clients by marketing your services. So, where on earth do you start when it comes to selling your products and services?
Wealth Management
SEPTEMBER 14, 2022
The commission charged Marc Frankel with using stolen funds for personal expenses, including basketball tickets, tuition and travel.
Norman Marks
SEPTEMBER 14, 2022
The IIA is in the process of revamping their International Professional Practices Framework (IPPF), including the Mission, Core Principles, and Standards. I think that is an excellent move and am encouraged by what I have heard and seen of the Evolution update in progress. There is one area where I think that we (collectively, as […].
Wealth Management
SEPTEMBER 14, 2022
The direct indexing platform designed to construct customized, values-based portfolios remains one of the last independent firms in its space.
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Validea
SEPTEMBER 14, 2022
By Jack Forehand, CFA, CFP® ( @practicalquant ) —. To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio. I am a big New York Jets fan. So I am used to disappointment. The Jets haven’t appeared in the Super Bowl since 1969, which is the longest drought of any NFL team. Despite this history of losing, I go into every season optimistic.
Wealth Management
SEPTEMBER 14, 2022
When will the great minds in the industry deign to turn their attention toward fixing these broken plans?
Yardley Wealth Management
SEPTEMBER 14, 2022
The post Back to the Investment Basics appeared first on Yardley Wealth Management, LLC. Back to the Investment Basics Part 1: Remembering Summers Past There were so many big events competing for our attention this summer … said nearly every investor, almost every summer, ever. We’re not making light of this summer’s uncertainties. Inflation is real, and needs to be managed; we also can’t rule out the possibility we’ll still see stagflation and/or a recession (although neither has happened yet
Wealth Management
SEPTEMBER 14, 2022
The new organization comprises about 3,500 employees and will be led by April Schneider.
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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?
Mullooly Asset Management
SEPTEMBER 14, 2022
In this week’s video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those expectations don’t actually pan out? Your life is so much more than nuanced […].
Wealth Management
SEPTEMBER 14, 2022
The Los Angeles Times profiles some recent office-to-apartment conversions. A railroad workers strike would bring major disruption to the U.S. supply chain, according to a Chain Store Age interview with an industry expert. These are among today’s must reads from around the commercial real estate industry.
WiserAdvisor
SEPTEMBER 14, 2022
The average retirement age in America is 63. This may seem like many years in the future if you are in your 20s. However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
Trade Brains
SEPTEMBER 14, 2022
Fundamental Analysis of Adani Enterprises: A week ago Gautam Adani made news by surpassing Bernard Arnault & family to become the third richest person in the world. His net worth stands at an astonishing $137.4 billion. Have you ever wondered how this college dropout went on to become the 3rd richest in the world? And how his rise is closely tied to Adani Enterprises Ltd.?
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