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Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business. These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's describe
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie Serious Delinquencies in November: Single Family Mostly Unchanged, Multi-Family Increased Brief excerpt: Single-family serious delinquencies were mostly unchanged in November, however, multi-family serious delinquencies increased. Freddie Mac reports that multi-family delinquencies increased to 0.28% in November, up from 0.15% in November 2022.
Top clicks this week Six charts that defined markets in 2023. (axios.com) If you're such a great trader why are you spending all your time and effort selling a trading course? (ofdollarsanddata.com) Ben Carlson, "I will never understand the permabear mindset – these people that prey on the fears of others for personal gain." (awealthofcommonsense.com) What do you get when you combine momentum and quality?
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Billie Eilish may be only 22, but she sings like a chanteuse with decades of hard living behind her — a world-weary angel. Her version of this little tune gives it an entirely different read than the original Judy Garland take from Meet Me in St Louis. I imagine this version has some studio exec suggesting she do an album of Christmas songs; but not only is it way too early in her career) for that, it’s a bit lightweight and ephemeral for her wonderful voice and phrasing; instead, sh
S&P/Case-Shiller released the monthly Home Price Indices for October ("October" is a 3-month average of August, September and October closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Accelerates in October The S&P CoreLogic Case-Shiller U.S.
Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings. (cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' (capitalspectator.com) Regime changes happen in markets. (priceactionlab.com) Research Can machine learning help select outperforming mutual funds? (alphaarchitect.com) The Achilles heel of momentum strategies is tail risk.
Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings. (cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' (capitalspectator.com) Regime changes happen in markets. (priceactionlab.com) Research Can machine learning help select outperforming mutual funds? (alphaarchitect.com) The Achilles heel of momentum strategies is tail risk.
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in November; Up 6.3% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 6.3% in November , from up 5.6% YoY in October. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023.
Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. (kitces.com) Broc Buckles and Peter Ciravolo talk with Peter Lazaroff, CIO of Plancorp, about his career path. (open.spotify.com) Ben Johnson and Julie Willoughby talk with Nicole Hunter and Ugo Egbunike about the day-to-day operations of the ETF business.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment?
This week, we speak with Stephen Suttmeier , director and chief equity technical strategist at B of A Merrill Lynch. His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He has been highly ranked in Institutional Investors’ Research Poll and was the winner of the Best Bank for Equity Research category in the Technical Analyst Awards.
Today, in the Real Estate Newsletter: Question #10 for 2024: Will inventory increase further in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on my blog).
Markets The top 23 charts from 2023 including volatile mortgage rates. (bilello.blog) Cocoa, Solana, and uranium had a good year. (ft.com) Strategy 10 questions for 204 including 'What happens to all the cash on the sidelines?' (awealthofcommonsense.com) 23 ideas from 2023 including 'Kind>Clever.' (safalniveshak.com) Finance The bond market rally is helping to repair Schwab's ($SCHW) balance sheet.
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
Welcome everyone! Welcome to the 365th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Nelson. Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. What's unique about Rob, though, is how while many advisory firms increasingly talk about being more than 'just' their client's financial advisor and instead their entire 'personal CFO', Rob has b
In late-2019, The Economist put out a 150 page report called The World in 2020 that offered some predictions for the coming year in geopolitics and the economy. The issue was full of thoughts and ideas from CEOs, economists, scientists, politicians and business leaders about what was coming in the year ahead. These thought leaders were worried about the lasting impacts of Brexit, the upcoming U.S.
Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q3 2023 (released last Friday).
Business The story of the chaotic rise and fall of electric scooter rental company Bird. (wired.com) A big profile of Open AI CEO Sam Altman who keeps landing on his feet. (wsj.com) A profile of Byrne Hobart of The Diff. (meridian.mercury.com) Environment China is rapidly making the EV transition. (bloomberg.com) Where farmers are pulling more water from aquifers than can be replaced.
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.
A podcast listener asks: Michael and Ben are so optimistic it makes me nervous. This past month+ has been so good it can’t be real. The market goes up and gas goes down every day, the VIX is at 12, etc. Life and investing is not this easy! Help us explore the potential downsides. Do you see consumer credit risk after holiday bills come due? My wife and I are 43 and entering our peak earning years.
Here is a review of the Ten Economic Questions for 2023 Below are my ten questions for 2024 (I've been doing this online every year for almost 20 years!). These are just questions; I'll follow up with some thoughts on each of these questions. The purpose of these questions is to provide a framework of how the U.S. economy will likely perform in 2024, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. 1) Economic growth: Economic growth was probably close to 2.6%
Podcasts Barry Ritholtz talks with Jeff Hirsch about stock market seasonality. (ritholtz.com) Morgan Housel on why we are better spotting other people's flaws than our own. (open.spotify.com) Real estate Trying to time the housing market is folly. (awealthofcommonsense.com) The rent vs. buy decision depends, in part, on time horizon. (home-economics.us) Apartment companies are changing how they build with long term renters in mind.
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.
The Conference Board Leading Economic Index (LEI) fell for a 20th consecutive month in November as the LEI suggests a downshift in economic activity ahead. The index dropped 0.5% from last month to 103.0, the index's lowest reading since May 2020.
I have more questions than answers because predicting the future is hard. Here are 10 questions I’m contemplating heading into 2024: 1. What’s something people are generally certain about that will be proven wrong? Back in December 2022, the Financial Times published a survey that showed 85% of economists were projecting a recession in 2023: Whoops.
The DOL reported : In the week ending December 23, the advance figure for seasonally adjusted initial claims was 218,000 , an increase of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 205,000 to 206,000. The 4-week moving average was 212,000, a decrease of 250 from the previous week's revised average.
Markets Putting an estimate on long term equity market returns. (morningstar.com) Cybersecurity is a growing industry. (downtownjoshbrown.com) Cash Cash provides you optionality. (wealthfoundme.com) Be careful not to overdo your cash holdings in 2024. (morningstar.com) Reading Some investment sites worth reading every week including Sam Ro's TKer. (blakebmillard.substack.com) 2023 wasn't a bumper year for business books excluding "Power and Progress: Our Thousand Year Struggle Over Technology an
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.
For many benchmark predictor variables, short-horizon return predictability in the U.S. stock market is local in time as short periods with significant predictability (“pockets”) are interspersed with long periods with no return predictability. Are stock returns predictable at different points in time? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
High FII Holding Stocks under Rs 500 : Any country in the world welcomes any capital brought or invested in by foreign institutions because it can help companies invest in capex, R&D, and strategic stakes, which are some of the factors that make FII stakes appealing in the shareholding of any company. In this article, we will look at High FII Holding Stocks Under Rs 500 and analyze their operations, financials and much more.
From STR: U.S. hotel results for week ending 23 December As anticipated ahead of the holidays, U.S. hotel performance fell from the previous week, according to CoStar’s latest data through 23 December. 17-23 December 2023 (percentage change from comparable week in 2022): • Occupancy: 43.9% (+0.5%) • Average daily rate (ADR): US$131.97 (-0.9%) • Revenue per available room (RevPAR): US$57.90 (-0.4%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using th
Markets Nick Maggiulli, "What will cause the next market decline? I have no clue." (ofdollarsanddata.com) It's not news that the stock market goes up most years. (humbledollar.com) Finance Bank of America ($BAC) has turned around its trading division. (ft.com) The most active growth stage investors of 2021-22 have pulled WAY back. (news.crunchbase.com) Global Is China's stock market finally cheap enough for another look?
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.
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