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While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be. Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and ar
Altos reports that active single-family inventory was up 1.5% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 9th, inventory was at 443 thousand (7-day average), compared to 436 thousand the prior week. Year-to-date, inventory is down 9.7%. And inventory is up 9.3% from the seasonal bottom eight weeks ago.
The parabolic spike in 2-year Treasury bond rates this winter ended with a crescendo on Thursday, March 9th and Friday March 10th. That week, the collapse of Silicon Valley Bank had thoroughly spooked the markets and convinced traders that the Federal Reserve would be forced to start downshifting its hiking cycle and the accompanying hawkish rhetoric.
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
@TBPInvictus here: Contrary to 40+ years and counting of “trickle down” narrative, the reality is that the gap between the 1% and everyone else (let’s say the bottom 90%) has never been wider. It’s become a chasm, and the charts below tell the story. Here is the wealth share of the bottom 90% and the Top 1%, equalized in 1989: Here is both the share (scale at Left ) and level (scale at right) of total net worth held by the Top 1%.
Here are a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through May 2023. Services were up 6.3% YoY as of May 2023, down from 6.8% YoY in April. Services less rent of shelter was up 4.2% YoY in May, down from 5.2% YoY in April.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC issued a risk alert highlighting areas of increased focus regarding its new marketing rule for upcoming examinations, including whether there is clear disclosure of whether the person giving a testimonial or endorsement is a client or investor, if the promoter has been paid, and if there are material conflicts of interest.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC issued a risk alert highlighting areas of increased focus regarding its new marketing rule for upcoming examinations, including whether there is clear disclosure of whether the person giving a testimonial or endorsement is a client or investor, if the promoter has been paid, and if there are material conflicts of interest.
Vanguard is out with its annual deep dive into what its 5 million 401k participants are up to. The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. VG credits the impact of automatic enrollment/contribution escalation as leading savers to this milestone. “ Record highs in participation, deferral rates, and the use of p
SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16th. I've now switched to a new physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons. This graph shows CME random length framing futures through May 16th (blue), and the new physically-delivered Lumber Futures (LBR) contract starting in August 2022 (Red).
One common sales tactic for financial advisors is to offer prospective clients a free (or low-cost) financial plan to demonstrate the advisor’s expertise and to let the prospect ‘test drive’ the advisor’s services. However, creating these pre-commitment strategies and plans can take up a significant amount of an advisor’s time and there is no guarantee that the prospect will actually decide to become a client (in which case the advisor’s work would have genera
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.
Podcasts Christine Benz and Jeff Ptak talk with Ramit Sethi about living a 'rich life' and his new Netflix how 'How to Get Rich.' (morningstar.com) Jesse Cramer on how to have better conversations with aging parents. (bestinterest.libsyn.com) Chad talks with Mike Piper author of "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.
The DOL reported : In the week ending June 10, the advance figure for seasonally adjusted initial claims was 262,000 , unchanged from the previous week's revised level. The previous week's level was revised up by 1,000 from 261,000 to 262,000. The 4-week moving average was 246,750, an increase of 9,250 from the previous week's revised average. This is the highest level for this average since November 20, 2021 when it was 249,250.
Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell. Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. What's unique about Danika’s path, though, is how, she launched her own independent RIA not out of a desire to be an entrepreneurial business owner, but because an IAR registration
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.
Options Just because 0DTE options are overvalued doesn't mean you should short them. (mailchi.mp) Covid broke the options expiration week phenomenon. (quantifiableedges.com) Behavior How robo-advice could change household behavior. (papers.ssrn.com) All else equal, attractive people raise more venture capital. (ft.com) Macro Why equities are an 'imperfect hedge' against inflation.
CNBC's Carl Quintanilla posted this graph on Twitter this morning: And he quoted Credit Suisse: CREDIT SUISSE: “Our work indicates that YoY inflation is likely to fall to 4.2% in May, 3.2% in June. this would represent one of the greatest drops experienced in a 2-month period over the past 70 years.” This is very likely for both CPI and the PCE price index since energy and food prices soared in May and June 2022.
For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. However, despite efforts to ensure all clients understand the ‘big picture’ of their comprehensive plans, some clients may be tempted by other financial professionals offering attractive investment returns and promising better portfolio performance.
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.
Your Future Self A Q&A with Half Hershfield author of "Your Future Self: How to Make Tomorrow Better Today." (annieduke.substack.com) An excerpt from "Your Future Self: How to Make Tomorrow Better Today" by Hal Hershfield. (behavioralscientist.org) Health How excessive noise affects your body and health. (nytimes.com) Is EMDR a psychotherapeutic breakthrough, pseudoscience, or a little bit of both?
Before the CPI report was released, I wrote: Why Year-over-year Headline Inflation will Decline Sharply in May and June The key point was that energy and food prices soared in May and June 2022, and as those data points are removed from the year-over-year calculation, the YoY change will decline sharply. However, core inflation does not include food and energy, so we won't see as dramatic a decline in core CPI and core PCE.
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
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.
Lenders on office assets are doing everything they can to avoid taking the keys on properties and working on extension and modification agreements, reports Bisnow. Don Peebles sat down with Commercial Observer to discuss how far Black real estate development has come. These are among the must reads from around the real estate investment world to start the week.
The biz Pew Research on the state of podcasting in the U.S. (pewresearch.org) Why venture capital and podcasting were never meant to fit. (defector.com) What the 'If Books Could Kill' podcast tells us about culture and the books business. (theatlantic.com) Lessons learned from doing 100 podcast episodes. (peterlazaroff.com) Quant Jeff Malec talks trend following and strategy replication with Corey Hoffstein.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 7.2 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 9, 2023. The Market Composite Index, a measure of mortgage loan application volume, increased 7.2 percent on a seasonally adjusted basis from one week earlier.
MAJOR @FutureProofAC ANNOUNCEMENTS Agenda is live, boardwalk is 2X the size, 80+ confirmed speakers, 30+ special events, and a glimpse at who’s attending! Get $200 off Advisor passes, and 10% off Industry passes when you register before 6/23! See ya there!… pic.twitter.com/pEMTCW0LeB — The Compound (@TheCompoundNews) June 13, 2023 Today we announced the agenda for Future Proof Festival 2023!
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Strategy Five common portfolio mistakes including 'portfolio sprawl.' (morningstar.com) What do sell-side analysts actually do? (capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business. (theinformation.com) Restaurant chain Cava ($CAVA) has priced its IPO. (cnbc.com) A hit product, like the InstantPot, doth not an enduring company make.
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Total originated carloads on U.S. railroads rose 0.8% in May 2023 over May 2022, their third year over-year gain in the first five months of 2023. Total carloads averaged 225,851 per week in May, down fractionally from the average for March and April.
This week, we speak with Mathieu Chabran, co-founder of Tikehau Capital. The firm is a global alternative asset manager with $40B in AUM manged in 13 offices around the world. He cofounded Tikehau in 2004 with Antoine Flamarion, a colleague at Deutsche Bank. Chabran was named Chevalier de l’Ordre de la Légion d’Honneur by decree of the President of the French Republic in January 2022.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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