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From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.60% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.64% of servicers’ portfolio volume in the prior month to 0.60% as of February 28, 2023. According to MBA’s estimate, 300,000 homeowners are in forbearance plans.
Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. (wiredplanning.com) Daniel Crosby talks with Emily Koochel about defining and seeking financial wellness. (standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. (barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank.
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
This is for asking prices of a "common" home. Haus released their weekly Common Haus Price Index (CHPI) today showing a 0.2% decrease in asking house prices year-over-year. From Common Haus Price Index (CHPI) at Haus: The weekly Common Haus Price Index Each week, Haus releases the Common Haus Price Index (CHPI), a home price index of asking prices for the most common American home: a three-bed, two-bath, 1,500-square-foot home built in 1977 on a quarter-acre lot.
Altos reports that active single-family inventory was up 0.4 week-over-week. Inventory might have bottomed the previous week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 17th, inventory was at 414 thousand (7-day average), compared to 413 thousand the prior week. The second graph shows the seasonal pattern for active single-family inventory since 2015.
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Altos reports that active single-family inventory was up 0.4 week-over-week. Inventory might have bottomed the previous week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 17th, inventory was at 414 thousand (7-day average), compared to 413 thousand the prior week. The second graph shows the seasonal pattern for active single-family inventory since 2015.
From Matthew Graham at Mortgage News Daily: How to Make Sense of Mortgage Rate Info These Days Shifting gears to today's MOVEMENT (since that what matters after all), rates are HIGHER today than they were on Friday. Most lenders ended up raising rates during the business day in response to bond market losses. In terms of 30yr fixed rates, the average lender ended up about an eighth of a percent (.125) higher compared to Friday morning. [ 30 year fixed 6.67% ] emphasis added Tuesday: • At 10:00 A
On this special episode of Live from The Compound, Jesse Eisinger (senior editor and reporter at ProPublica) joins Michael Batnick and Josh Brown to discuss UBS acquiring Credit Suisse, ProPublica’s new insider trading expose, and much more! Follow Jesse on: Twitter Book Let us know if we can help you with your financial plan or portfolio: [link]. The post Yes, This Is a Bailout of Credit Suisse appeared first on The Reformed Broker.
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.
Today, in the Calculated Risk Real Estate Newsletter: House Prices: Rust or Bust? It is possible the Median House Price will be Down YoY in February A brief excerpt: Back in 2005, a real estate agent asked me if I thought house prices would “rust or bust”. My answer in 2005 was “bust”! For the current situation, I’d argue this is more like the 1978 to 1982 period , and my answer now is “rust” (see: House Prices: 7 Years in Purgatory ).
The new advertisement begins running today, and comes several months after the Board announced a change to grant the organization more flexibility in its marketing.
Markets Treasury market liquidity is not great. (bloomberg.com) Rising rates are still working their way through the markets and economy. (allisonschrager.substack.com) Crypto Bitcoin has been on a tear YTD. (allstarcharts.com) New York Community Bank is acquiring Signature Bank but not its crypto assets. (blockworks.co) The remaining crypto firms are undergoing a rebrand.
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.
Capital Square's Louis Rogers comes on the podcast to talk about 1031 exchanges, DSTs, Qualified Opportunity Zones and other tax-advantaged real estate options.
A TIPS is risky in the short term and riskless in the long run, which is precisely the opposite of, and complementary to, a T-bill, which is riskless in the short term but, because of reinvestment rate volatility, risky in the long run.
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.
Today’s Talk Your Book is brought to you by US Benchmark Series: On today’s show, we spoke with Alex Morris, Co-Founder and CIO of F/m Investment to discuss the 2023 banking crisis and investing in treasuries. On today’s show, we discuss: The need for a treasury product for investors How US Benchmark runs their treasury ETFs What “on the run” means Why focus on one treasury duration The volatility.
The Real Deal looks at the potential impact of UBS buying Credit Suisse. The New York Times examines what it calls a chaotic liquidation of Bed Bath & Beyond’s Harmon Stores division. These are among today’s must reads from around the commercial real estate industry.
We put together a brief video on the dynamics of what’s occurring in the banking system presently. We cover: How the credit cycle typically unfolds Why banks are being hurt in this environment I hope this adds some context to what’s going on and helps you better understand the current environment.
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.
Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar discuss the benefits of outsourcing investment management, and all things direct indexing, including how it's different than SMAs.
Yesterday I wrote: FOMC Preview: Uncertainty, Likely 25bp Hike, Maybe Pause This morning Goldman Sachs economist David Mericle wrote: March FOMC Preview: Pause We expect the FOMC to pause at its March meeting this week because of stress in the banking system. This would mean taking a pause in the inflation fight, but that should not be such a problem.The inflation problem actually looks less urgent now than last summer because near-term inflation expectations have fallen sharply and long-term in
NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.
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?
Dr. Daniel Crosby discusses Orion’s pursuit to have advisors utilize technology to help deepen client conversations, differentiate themselves and grow their firms.
Wedbush on Monday upgraded New York Community Bancorp Inc. NYCB to outperform from neutral based on its expected earnings boost from its acquisition of Signature Bank’s loan and deposit portfolio, as announced by the Federal Deposit Insurance Corp. (FDIC). New York Community Bancorp is rallying 30% in premarket trades. New York Community Bancorp’s Flagstar unit will operate Signature Bank’s 40 branches starting Monday.
RIA firms are finding it difficult to grow outside of M&A and market performance. The timing may be perfect for RIAs to commit to organic growth and all that it reveals about who they are, who they serve, and why they do what they do. Dennis Morton, co-founder and principal at Morton Brown Family Wealth, discusses steps to creating a successful organic growth strategy.
When at the point of wondering how to invest $200,000, that’s definitely a good sign. After all, having this amount to invest means you’re on the fast path to building long-term wealth. This is especially true if you can invest $200,000 and leave it alone for a decade or two, giving compound interest plenty of time and space to do its job. But, how much can you end up with if you invest $200,000 wisely, today?
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.
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