The Reformed Broker
MARCH 27, 2023
This is it. The only chart you need to concern yourself with now if you’re trying to figure out where the economy is heading. Construction and Industrial (C&I) loans are a $2.8 trillion business (approximately) for banks all over the country. If they roll over, we have a soft landing. If they roll over hard, we have a hard landing. It’s not complicated, the only thing that’s up in the air is the tim.
Wealth Management
MARCH 27, 2023
And why plan sponsors still resist.
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Calculated Risk
MARCH 27, 2023
Altos reports that active single-family inventory was down 0.3% week-over-week. Inventory might have bottomed seasonally two weeks ago. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 24th, inventory was at 413 thousand (7-day average), compared to 414 thousand the prior week. Year-to-date, inventory is down 15.8%, and up 0.2% from the possible seasonal bottom two weeks ago.
Wealth Management
MARCH 27, 2023
Significant loan maturities coming up over the next three years might cause problems for office owners, reports Commercial Property Executive. Bisnow looks at a new REIT type that might come on the market. These are among today’s must reads from around the commercial real estate industry.
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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
Nerd's Eye View
MARCH 27, 2023
When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand awareness (simply knowing that the brand exists), recognition (recognizing a brand for its unique components and features), and brand equity (the value associated wi
Wealth Management
MARCH 27, 2023
SVB Private Wealth, with about $16 billion in assets, is part of the First Citizens' "whole bank purchase" of Silicon Valley Bank.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MARCH 27, 2023
The Real Deal does a deep dive on how multifamily borrowers navigated the initial tumult of the banking crisis. Elon Musk sounded the alarm on Twitter about real estate, reports Insider. These are among today’s must reads from around the commercial real estate industry.
Calculated Risk
MARCH 27, 2023
From Matthew Graham at Mortgage News Daily: Mortgage Rates Moving Back Up From 6 Week Lows Mortgage rates hit their lowest levels in just over 6 weeks on Friday as investors braced for bad news in the banking sector. Such fears tend pull money out of the stock market and into bonds. Excess bond demand means lower rates, all other things being equal.
Wealth Management
MARCH 27, 2023
What the surplus of subleased space available in today’s office market means for investors and how they can best operate in the changing landscape.
Calculated Risk
MARCH 27, 2023
This is something I check occasionally. The Department of Transportation (DOT) reported : Travel on all roads and streets changed by +5.6% (+13.2 billion vehicle miles) for January 2023 as compared with January 2022. Travel for the month is estimated to be 247.3 billion vehicle miles. The seasonally adjusted vehicle miles traveled for January 2023 is 272.5 billion miles, a 4.5% (11.6 billion vehicle miles) change over January 2022.
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.
Wealth Management
MARCH 27, 2023
Despite near-term challenges, industry participants see significant growth opportunities for real estate interval funds over the longer term.
Abnormal Returns
MARCH 27, 2023
Companies Elliott Management is giving up its proxy fight with Salesforce ($CRM). (axios.com) The first wave of job cuts at Disney ($DIS) are here. (barrons.com) Chewy ($CHWY) says customers are pulling back. (finance.yahoo.com) Elon Musk thinks Twitter is worth $20 billion. (wsj.com) Banking First Citizens ($FCNCA) is taking over SVB's deposits and loans.
Wealth Management
MARCH 27, 2023
John O’Connell of the Oasis Group offers advice around how to approach the cybersecurity challenge.
Abnormal Returns
MARCH 27, 2023
Podcasts Rick Ferri talks investor behavior with Daniel Crosby. (bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. (allaboutyourbenjamins.com) Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing.
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.
Wealth Management
MARCH 27, 2023
Incdeo CEO Nitin Seth details how firms should start their data journey.
XY Planning Network
MARCH 27, 2023
4 MIN READ Are you still hiring or already onboarding? And no, onboarding is not referring to boarding the plane to your next vacation adventure you certainly earned. The term onboarding refers to the full integration of a new employee into the workplace. Subsequently, the onboarding experience of a new hire should not be limited to completing the required documentation of an I-9, W-4, and benefits enrollment.
Wealth Management
MARCH 27, 2023
Joel Bruckenstein breaks down why cybersecurity, AI and machine learning are hot topics in 2023.
Investment Writing
MARCH 27, 2023
Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this one is pretty easy to spot. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for March 27: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
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.
Wealth Management
MARCH 27, 2023
In a market environment that tempts panic, a recent study reminds us that many foundations are here for something bigger.
MarketWatch
MARCH 27, 2023
Shares of First Republic Bank FRC surged 24% in premarket trading on Monday and led a swathe of regional lenders higher, following news of that failed Silicon Valley Bank finally has a buyer. The Federal Deposit Insurance Corp. announced earlier on Monday that First Citizens BancShares Inc. FCNCA has entered a deal to assume all loans and deposits of Silicon Valley Bridge Bank, which was created by the FDIC following the closure of Silicon Valley Bank.
Wealth Management
MARCH 27, 2023
John Woods pleaded to one count of wire fraud for a Ponzi scheme that stretched over 10 years, according to the DOJ; the fraud also resulted in Oppenheimer & Co. facing a $35 million fine from FINRA arbitrators.
Nationwide Financial
MARCH 27, 2023
Thoughts Equity markets look to extend their winning streak to three weeks despite continued uncertainty in the banking sector. Markets have displayed remarkable resilience, with the S&P 500® Index currently showing a modest gain for March and a 4% year-to-date return. While the directional moves recently have been muted, intraday volatility has been elevated, with an average trading range of 2.0% over the past two weeks.
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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.
Wealth Management
MARCH 27, 2023
The Brooklyn project will be an important test for Lendlease Corp., the Australian developer that’s building 1 Java and seeks to eventually eliminate emissions entirely from its global operations.
A Wealth of Common Sense
MARCH 27, 2023
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, CEO and CIO of DFD Partners to discuss fintech solutions for small businesses and asset managers. On today’s segment with Brandon, we discuss: What Meow does for businesses What’s changed about cash management in the past month Who the counterparty is when buying T-Bills Who Meow works with On today’s s.
Wealth Management
MARCH 27, 2023
Over the last few weeks, the firm’s advisors and clients have scattered, causing the unit’s assets and profitability to dwindle.
Advisor Perspectives
MARCH 27, 2023
A simple annuity can effectively replace bond holdings in a retirement plan that are earmarked to meet the lifetime spending goal. The question is why should a retiree hold any bonds in the portion of their asset base designed to cover ongoing retirement spending goals?
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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?
Wealth Management
MARCH 27, 2023
Despite assurances from CEO Walt Bettinger and the Charles Schwab himself, questions around the comnpany won't go away.
Getting Your Financial Ducks In A Row
MARCH 27, 2023
Photo credit: jb With all of the conversation going on with regard to Roth IRA Conversions, I thought it would be useful to address a special set of circumstances with regard to Conversions. As the title implies – we’re talking about the eligibility of an IRA for conversion if it is also subject to a Series of Substantially Equal Periodic Payments (SOSEPP), commonly referred to as 72t payments.
Wealth Management
MARCH 27, 2023
Tuesday, April 18, 2023 | 11:00 AM ET
MarketWatch
MARCH 27, 2023
President Joe Biden is reiterating his call for Congress to take action on gun control after police said a shooter killed three students and three adults at a private Christian school in Nashville, the White House said Monday. “How many more children have to be murdered before Republicans in Congress will step up and act to pass the assault-weapons ban, to close loopholes in our background-check system, or to require the safe storage of guns?
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