Wealth Management
FEBRUARY 29, 2024
The firm’s board is already conducting a search for his successor. Additionally, Greg Davis has been appointed as president in addition to his current role as chief investment officer.
Calculated Risk
FEBRUARY 29, 2024
From the NAR: Pending Home Sales Receded 4.9% in January Pending home sales in January dropped 4.9% , according to the National Association of REALTORS®. The Northeast and West posted monthly gains in transactions while the Midwest and South recorded losses. All four U.S. regions registered year-over-year decreases. The Pending Home Sales Index (PHSI)* – a forward-looking indicator of home sales based on contract signings – decreased to 74.3 in January.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
FEBRUARY 29, 2024
A century of tech adoption in 30 seconds click for animation Source: Blackrock The post U.S. Technology Adoption, 1900-2021 appeared first on The Big Picture.
Abnormal Returns
FEBRUARY 28, 2024
Podcasts Peter Lazaroff with five reasons you need a financial plan that have nothing to do with money. (peterlazaroff.com) Justin Carbonneau and Jack Forehand talk with Justin Castelli about your mission in life. (youtube.com) How well do you know yourself? Barry Ritholtz talks with David Dunning. (ritholtz.com) Christine Benz and Amy Arnott talk with Marc Freedman who the co-CEO and founder of Encore.org about working later in life.
Advertisement
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
Wealth Management
FEBRUARY 29, 2024
The dips in M&A and total assets in 2022 should have been a wakeup call for the industry to return its focus to organic growth.
Calculated Risk
FEBRUARY 28, 2024
"Higher rates in recent weeks have stalled activity", Mike Fratantoni, MBA’s SVP and Chief Economist. From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 5.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending February 23, 2024.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
FEBRUARY 26, 2024
Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. (open.spotify.com) Michael Kitces talks with Ben Hockema. who is the Founder of Illuminate Wealth Management about how to fund your RIA. (kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. (standarddeviationspod.com) Diana Britton talks with Michael Kitces about adviser well-being.
Wealth Management
FEBRUARY 28, 2024
America boasts more than double the female billionaires than any other country.
Calculated Risk
MARCH 1, 2024
From the Census Bureau reported that overall construction spending increased: Construction spending during January 2024 was estimated at a seasonally adjusted annual rate of $2,102.4 billion, 0.2 percent below the revised December estimate of $2,105.8 billion. The January figure is 11.7 percent above the January 2023 estimate of $1,882.2 billion. emphasis added Private spending increased and public spending decreased: Spending on private construction was at a seasonally adjusted annual rate of $
Nerd's Eye View
FEBRUARY 26, 2024
In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward.
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
Abnormal Returns
FEBRUARY 27, 2024
Markets Communications and health care are leading the U.S. market in 2024. (capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. (biopharmadive.com) Strategy What happens when you invest right before a bear market? (awealthofcommonsense.com) The case for, but mostly against, dividend-focused ETFs. (ofdollarsanddata.com) Why it's so easy to get sucked into trading too much.
Wealth Management
MARCH 1, 2024
Sixty-one million people in the U.S. live with a disability; intergenerational planning for this population is critical.
Calculated Risk
FEBRUARY 27, 2024
S&P/Case-Shiller released the monthly Home Price Indices for December ("December" is a 3-month average of October, November and December 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 Reports 5.5% Annual Home Price Gain for Calendar 2023 The S&P CoreLogic Case-Shiller U.S.
The Big Picture
MARCH 1, 2024
This week, we speak with David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed-income business. He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committ
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
FEBRUARY 25, 2024
Top clicks this week Joshua Brown, "When too many learn the same game and it gets very easy to both play and teach to friends, the game breaks." (downtownjoshbrown.com) Why you need to further investigate high dividend yields. (wsj.com) The wealth management industry is going to be slammed with demand. (downtownjoshbrown.com) What's driving stock market returns?
Wealth Management
FEBRUARY 28, 2024
Advisory shops on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.
Calculated Risk
FEBRUARY 29, 2024
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through January 2024. CPI Shelter was up 6.1% year-over-year in January, down from 6.2% in December, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 6.1% YoY in January , down from 6.3% in December, and down from the cycle peak of 8.3% in April 2023.
The Big Picture
FEBRUARY 28, 2024
At the Money: Woke Investing vs. Values-Based Investing Meir Statman, February 28, 2024 There’s been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. Used by Pro-life investors like the Catholic Church, it aligns capital with deeply held beliefs – be they left or right.
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.
Abnormal Returns
FEBRUARY 28, 2024
Markets Some of the most speculative sectors are perking up. (allstarcharts.com) Bitcoin hit its highest level since November 2021. (blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." (fortunesandfrictions.com) The rise of passive investing hasn't broken the markets.
Wealth Management
FEBRUARY 28, 2024
Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.
Calculated Risk
FEBRUARY 28, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Reports Surge in Multifamily Serious Delinquencies Brief excerpt: Freddie Mac reports that the multi-family serious delinquency rate increased sharply in January to 0.44% from 0.28% in December, and up from 0.12% in January 2023. This graph shows the Freddie multi-family serious delinquency rate since 2012.
The Big Picture
FEBRUARY 27, 2024
Transcript: The transcript from this week’s MiB: Andrew Slimmon, Morgan Stanley Investment Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX ~~~ The post Transcript: Andrew Slimmon, Morgan Stanley Investment Management appeared first on The Big Picture.
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.
Abnormal Returns
MARCH 1, 2024
The biz Google Podcasts is going away. (wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. (podcasts.apple.com) Patrick O'Shaughnessy talks with Ali Hamed, co-founder and partner at CoVenture. (joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.
Wealth Management
FEBRUARY 29, 2024
A public filing cited an “organizational realignment of certain business functions” as the reason for the departure.
Calculated Risk
FEBRUARY 26, 2024
The Census Bureau reports New Home Sales in January were at a seasonally adjusted annual rate (SAAR) of 661 thousand. The previous three months were revised down. Sales of new single‐family houses in January 2024 were at a seasonally adjusted annual rate of 661,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
A Wealth of Common Sense
FEBRUARY 27, 2024
Despite 5% short-term interest rates and stickier inflation than some people would like and the Fed potentially pushing back interest rate cuts for a few months and the new True Detective seasons being a massive disappointment…the S&P 500 continues to take out new all-time highs. By my count there have already been a baker’s dozen in 2024 alone.1 Here are the new highs by year since 2015: 2015: 10 2016: 1.
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.
Abnormal Returns
FEBRUARY 29, 2024
Crypto Memecoins are soaring. (theblock.co) A skeptical take on crypto, and factors. (ft.com) Brokers WeBull is going public via a SPAC deal. (wsj.com) Robinhood ($HOOD) wants to provide IRAs to gig workers. (investmentnews.com) Finance Banks are now lending to private credit funds. (semafor.com) Why Goldman Sachs ($GS) trades at a discount to the stock market.
Wealth Management
FEBRUARY 26, 2024
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
Calculated Risk
FEBRUARY 29, 2024
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in January; Up 6.2% Year-over-year A brief excerpt: On a year-over-year basis, the National FMHPI was up 6.2% in January , from up 6.3% YoY in December. The YoY increase peaked at 19.1% in July 2021, and for this cycle, bottomed at up 0.9% YoY in April 2023.
A Wealth of Common Sense
MARCH 1, 2024
A podcast listener asks: How do you both manage to produce podcasts every week, handle your jobs, write, read, and raise families without burning out? How do you maintain this balance? What strategies do you use to recharge yourselves? Personally, when I go on vacation, I completely disconnect from work, yet I’ve noticed you guys continue podcasting even during your vacations.
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?
Expert insights. Personalized for you.
357 
Let's personalize your content