Calculated Risk

APRIL 22, 2025

Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: Market conditions Tightened in Q1 pre-Tariffs Excerpt: From the NMHC: Apartment Market Sees Tighter Conditions, Rebounding Deal Flow and Improved Debt Financing in First Quarter Changes in U.S. Treasuries. There is much more in the article.

Marketing 285

Marketing Marketing Financial Market Sales 285

Wealth Management

JUNE 30, 2025

For financial advisors, there's a delicate balance between leveraging AI-driven marketing tools and maintaining authentic client relationships.

Wealth Management 229

Wealth Management Management Marketing Marketing 229

Wealth Management

JUNE 6, 2025

State Street survey reveals growing retail investor appetite for alternative assets, with private equity expected to benefit most from market democratization.

Retail 270

Retail Marketing Marketing Assets 270

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. Read More.

Clients 233

Clients Marketing Marketing Financial Planning 233

Wealth Management

JUNE 18, 2025

Fidelity's models will be available through Envestnet, which is also adding private market strategies from BlackRock, Franklin Templeton and State Street Global Advisors.

Marketing 241

Marketing Marketing 241

Nerd's Eye View

DECEMBER 11, 2024

These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Beyond market variables, clients bring their own behaviors and preferences into play. However, for many advisors, using these assumptions isn't always comfortable.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. Read More.

Clients 233

Clients Marketing Marketing Financial Planning 233

Calculated Risk

APRIL 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-April 2025 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-April 2025 I reviewed home inventory, housing starts and sales.

Marketing 247

Marketing Marketing Economy Sales 247

Wealth Management

MAY 28, 2025

Explore historical tariff impacts on markets and learn strategies for guiding clients through current trade tensions and economic uncertainties.

Marketing 272

Marketing Marketing Economics Clients 272

Calculated Risk

MARCH 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-March 2025 A brief excerpt: This 2-part overview for mid-March provides a snapshot of the current housing market. Inventory, inventory, inventory! Inventory usually tells the tale.

Marketing 232

Marketing Marketing Sales 232

Calculated Risk

JULY 9, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-July 2025 A brief excerpt: This 2-part overview for mid-July provides a snapshot of the current housing market. Given current market conditions, NAHB is forecasting a decline in single-family starts for 2025.”

Marketing 284

Marketing Marketing Sales Numbers 284

Calculated Risk

NOVEMBER 14, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-November 2024 A brief excerpt: This 2-part overview for mid-October provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale !

Marketing 277

Marketing Marketing Numbers Sales 277

Nerd's Eye View

NOVEMBER 11, 2024

Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest. Even those who do have an interest in marketing may find it challenging to dedicate the time to do it well. From there, advisors may need to consider whom to outsource to.

Marketing 246

Marketing Marketing Communication Engineering 246

Calculated Risk

MARCH 12, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-March 2025 A brief excerpt: Earlier this week, in Part 1: Current State of the Housing Market; Overview for mid-March 2025 I reviewed home inventory, housing starts and sales.

Marketing 229

Marketing Marketing Sales 229

Calculated Risk

FEBRUARY 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-February 2025 A brief excerpt: This 2-part overview for mid-February provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale !

Marketing 214

Marketing Marketing Numbers Sales 214

Calculated Risk

APRIL 21, 2025

YoY in March; 4th Look at Local Housing Markets A brief excerpt: From the California Association of Realtors (C.A.R.): In March, sales in these markets were down 3.0% Last month, in February, these same markets were down 6.1% Today, in the Calculated Risk Real Estate Newsletter: California Home Sales Up 4.9%

Sales 213

Sales Marketing Marketing Numbers 213

Wealth Management

MAY 14, 2025

Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.

Retirement Planning 207

Retirement Planning Investing Investments Marketing 207

Wealth Management

JULY 7, 2025

Zephyr's Ryan Nauman and FolioBeyond's Dean Smith cover the changing landscape of fixed income investing, the impact of tariffs, the importance of managing drawdown risk, and adapting investment strategies to modern market conditions.

Risk Management 165

Risk Management Management Marketing Marketing 165

Nerd's Eye View

OCTOBER 30, 2024

But the downside to using the "conflict-free" label was put into sharp focus recently, when the SEC announced that it had fined several RIA firms for violating its Marketing Rule.

Advertising 246

Advertising Commission Marketing Marketing 246

Wealth Management

JULY 8, 2025

In a letter responding to the Massachusetts senator’s concerns about Empower expanding alts access for employees’ defined contribution retirement plans, CEO Edmund Murphy argued the move is “not an open door—it’s a carefully monitored gateway.”

Retirement Planning 256

Retirement Planning Retirement Marketing Marketing 256

Wealth Management

JUNE 11, 2025

Rafia Hasan discusses current market conditions, holistic financial planning and effective strategies for advisors to address client concerns in turbulent times.

Financial Planning 173

Financial Planning Marketing Marketing Clients 173

Abnormal Returns

JULY 6, 2025

Markets Why we need to remind ourselves about market lessons over and over again. sherwood.news) Trading Dark pools are taking market share and the exchanges are not happy about it. barrons.com) Jane Street has been suspended from trading in India's stock market. In finance, somebody, somewhere, is always dancing."

Marketing 162

Marketing Marketing Food Recruitment 162

Wealth Management

JUNE 18, 2025

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated in a private company.

Financial Advising 237

Financial Advising Marketing Marketing Clients 237

Calculated Risk

APRIL 9, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2025 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. One point I made in March was: And another factor is the recent stock market volatility.

Marketing 216

Marketing Marketing Economy Sales 216

Calculated Risk

JULY 11, 2025

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in June A brief excerpt: Closed sales in June were mostly for contracts signed in April and May, and mortgage rates, according to the Freddie Mac PMMS, averaged 6.73% in April and 6.82% in May (slightly higher than for closed sales in May).

Marketing 147

Marketing Marketing Sales 147

Wealth Management

JUNE 11, 2025

Private market investment providers believe the potential is great, but RIAs are still sorting through how to offer the alternative investments, according to a panel at Wealth Management EDGE.

Management 179

Management Wealth Management Assets Marketing 179

Wealth Management

JUNE 23, 2025

Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.

Investing 179

Investing Investments Marketing Marketing 179

Abnormal Returns

JULY 8, 2025

Research If you are going to hedge, just hedge. klementoninvesting.substack.com) Do factors matter for bond returns? Yes, they do. alphaarchitect.com) Why there's alpha in the intangibles. philbak.substack.com) AI models love momentum. ft.com) Should you separate or combine your factor exposures?

Marketing 147

Marketing Marketing Government 147

Calculated Risk

JULY 10, 2025

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July 2025 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-July 2025 I reviewed home inventory, housing starts and sales.

Marketing 147

Marketing Marketing Sales 147

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147