Calculated Risk
SEPTEMBER 12, 2022
These indicators are mostly for travel and entertainment. It is interesting to watch these sectors recover as the pandemic subsides. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 11th.
The Big Picture
SEPTEMBER 12, 2022
The Steve Jobs Archive is now up and running. I have been playing about it a bit, there is a lot to explore. The post Steve Jobs Archive appeared first on The Big Picture.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
SEPTEMBER 12, 2022
Stich, the former chief operating officer of NaviPlan, will join as Chief Revenue Officer; Velugula, former tech executive at UBS and AQR, will head up technology for the new custodian.
The Big Picture
SEPTEMBER 12, 2022
?. The transcript from this week’s, MiB: Kristen Bitterly Michell, Citi Global Wealth , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Advertisement
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 12, 2022
The Russia-Ukraine War has taken a toll on the European data center industry, reports Bisnow. Climate change could threaten $34 billion in coastal U.S. real estate, according to a new study. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
SEPTEMBER 12, 2022
Today, in the Real Estate Newsletter: Mortgage Equity Withdrawal Still Strong in Q2 Excerpt: Here is the quarterly increase in mortgage debt from the Federal Reserve’s Financial Accounts of the United States - Z.1 (sometimes called the Flow of Funds report) released on Friday. In the mid ‘00s, there was a large increase in mortgage debt associated with the housing bubble.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
SEPTEMBER 12, 2022
For many financial advisors, choosing their profession was based on a genuine desire to help others achieve their financial goals. Yet, while these advisors recognize the importance of business development to grow their firms, they are also very often intimidated by the process of adopting sales techniques to convert leads to clients. It can feel stressful at best and disingenuous at worst.
Wealth Management
SEPTEMBER 12, 2022
Observations from attendees of the RPA Edge Record Keepers Roundtable and Think Tank.
Calculated Risk
SEPTEMBER 12, 2022
Active inventory decreased 1.0% last week. Here are the same week inventory changes for the last four years (the increase in 2019 was a one-week surge): 2022: -5.4K 2021: -6.2K 2020: -5.0K 2019: +7.2K Inventory bottomed seasonally at the beginning of March 2022 and is now up 127% since then. More than double! Altos reports inventory is up 26.9% year-over-year.
Wealth Management
SEPTEMBER 12, 2022
Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards.
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.
Abnormal Returns
SEPTEMBER 12, 2022
Top clicks this week What to read instead of "Rich Dad, Poor Dad" or "The Millionaire Next Door." (impersonalfinances.com) The performance of major asset classes in August 2022. (capitalspectator.com) There are two kinds of happiness. Choose wisely. (humbledollar.com) Jason Zweig, "We need to realize, though, that when we look back at the past, we don’t recapture it; we reconstitute it.
Wealth Management
SEPTEMBER 12, 2022
Publicly-traded REIT funds from operations hit a new record at $19.6 billion in the second quarter and are now 22 percent higher than pre-COVID levels.
Abnormal Returns
SEPTEMBER 12, 2022
Podcast Daniel Crosby talks authenticity and marketing with Taylor Schulte of Define Financial. (rationalreminder.libsyn.com) Michael Kitces talks with Andy Panko owner of of Tenon Financial about leveraging Facebook to grow a practice. (kitces.com) Thomas Kopelman and Treyton DeVore talk about the first year of AllStreet Wealth. (open.spotify.com) The biz A growing number of buyers are keeping the RIA market strong.
Wealth Management
SEPTEMBER 12, 2022
When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon.
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.
Alpha Architect
SEPTEMBER 12, 2022
We find that factor momentum concentrates in factors that explain more of the cross section of returns and that it is not incidental to individual stock momentum: momentum-neutral factors display more momentum. Is Momentum a Separate Factor? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
SEPTEMBER 12, 2022
California’s extreme heat is threatening operations at its data centers, reports CNN Business. Traffic in U.S. downtowns rose in August, according to Chain Store Age. These are among today’s must reads from around the commercial real estate industry.
XY Planning Network
SEPTEMBER 12, 2022
6.5 MIN READ. Discover the best new advice-centric tech. The seven finalists of the AdvisorTech Expo have been selected, and we can't wait for you to see the advice-centric tech they're set to show off at #XYPNLIVE! This year's #XYPNLIVE AdvisorTech Expo is all about advice engagement and showcasing some of the most innovative new technology that empowers clients to meaningfully engage with their advisor’s advice.
Wealth Management
SEPTEMBER 12, 2022
Companies focused on reducing risk and restoring communities after disaster strikes stand to grow.
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.
A Wealth of Common Sense
SEPTEMBER 12, 2022
Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with David Mazza, Head of Product at Direxion about single stock, leveraged, and inverse ETFs. On today’s show we discuss: What these products should be used for How these products are structured Differences between US exchanges and International exchanges How Direxion is seeing these products being traded The ideal holding period.
Wealth Management
SEPTEMBER 12, 2022
As rates rise and economic growth projections get murkier, what are commercial real estate investors doing to raise capital and reach their desired returns?
Prosperity Coaching
SEPTEMBER 12, 2022
Marketing and prospecting are the twins of financial advisor success. Unfortunately many advisors don’t actively market and promote their businesses. They rely on the tortoise approach to growth: 2-3% annually by sheer luck. This is the 5th installment in my series about financial advisor marketing mistakes in which I detail […]. The post Mistake 5: Financial Advisors Fail to Sell the Dream appeared first on The Prosperous Advisor Coaching Blog.
Wealth Management
SEPTEMBER 12, 2022
Yet when demanding a return to the office, leaders should be honest about the flexibility they have enjoyed themselves.
Advertisement
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.
Million Dollar Round Table (MDRT)
SEPTEMBER 12, 2022
By Shane E. Westhoelter, AEP, CLU Some things are so old that they are new again. For instance, vinyl record players, once considered outdated technology, are making a comeback in the modern music scene. The same is true in our profession. We still do client events but with a new twist. We still do radio shows and educational workshops but with a new twist.
Wealth Management
SEPTEMBER 12, 2022
The pandemic supercharged home sales, but aggressive rate hikes by the Federal Reserve have caused the business to sputter and led to job cuts across the industry.
Mullooly Asset Management
SEPTEMBER 12, 2022
If you want an efficient way to save for future medical bills, look no further than a health savings account. We always talk about our buckets approach. The idea is you mentally (or physically) separate your money into buckets, depending on what they will be used for. Most folks will have a checking/spending bucket, an […].
Wealth Management
SEPTEMBER 12, 2022
The more retailers can push consumers to purchase early and smooth out the December bump of holiday shopping, the better goods will flow.
Advertisement
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 Irrelevant Investor
SEPTEMBER 12, 2022
Today’s Talk Your Book is brought to you by Direxion: On today’s show, we spoke with David Mazza, Head of Product at Direxion about single stock, leveraged, and inverse ETFs. On today’s show we discuss: What these products should be used for How these products are structured Differences between US exchanges and International exchanges How Direxion is seeing these products being traded The ideal holding period.
Wealth Management
SEPTEMBER 12, 2022
Fidelity has been one of the most visible institutional proponents of digital assets.
Integrity Financial Planning
SEPTEMBER 12, 2022
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key components will help simplify the bucket strategy so you can understand it and apply it to your retirement strategy.
Your Richest Life
SEPTEMBER 12, 2022
September is here, which means it’s time again to start thinking about end-of-the-year expenses, savings and to-dos. But this year, things are a little different. Due to high levels of inflation, market turbulence and global issues, your year-end checklist might require some additional prep and planning. 2022 Fall and Winter Travel Prep. Higher costs of fuel, personnel shortages and overall inflation rates have led to more expensive flights, hotel stays and dining out. .
Advertisement
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Expert insights. Personalized for you.
363 
Let's personalize your content