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This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)
The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rate on referred prospects, were better able to maintain pricing discipline, and had significantly lower expenses as a percentage of firm revenue.
. • ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed more initial unemployment claims during the reference week at 242,000 in October compared to 222,000 in September.
What's unique about Stacey, though, is how she has implemented a leadership training program for Morton Wealth to ensure that the firm's middle managers (many of whom were promoted from "do-er" positions into roles where they have to now manage other do-ers) feel empowered and have the communication and management skills to effectively lead a growing (..)
The reason, not surprisingly, is that Census updated its methodology to include estimates of what it refers to as humanitarian migrants, including border patrol releases and paroles. Thus, for Vintage 2023 the 2024 numbers are projections, and for Vintage 2024 the 2025 numbers are projections.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). This would usually suggest above the same number of layoffs in October as in September. That added about 50 thousand jobs to the seasonally adjusted headline number. last month.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). This was above consensus forecasts and suggests job gains above consensus expectations, however, in general, ADP hasn't been very useful in forecasting the BLS report. the previous month.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). This was above consensus forecasts and suggests job gains above consensus expectations, however, in general, ADP hasn't been very useful in forecasting the BLS report. the previous month.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). This was below consensus forecasts and suggests job gains below consensus expectations, however, in general, ADP hasn't been very useful in forecasting the BLS report.
Despite these declines, home equity remains solid, with the number of underwater properties unchanged since the fourth quarter of 2022. Negative equity, also referred to as underwater or upside-down mortgages, applies to borrowers who owe more on their mortgages than their homes are currently worth. million homes or 2.1% million to 1.2
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed about the same initial unemployment claims during the reference week at 216,000 inApril compared to 225,000 in March. the previous month.
I don’t always reference it, but intriguing and anomalous findings are always worth sharing. The actual data had some very interesting highlights, including some ginormous numbers: -Global Wealth: $463.6 This year is one of those times. Global wealth, in both dollar totals, and percentage gains, each hit all-time highs.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed an increase in the number of initial unemployment claims during the reference week (includes the 12th of the month) from 233,000 in June to 261,000 in July.
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
As of August 2022, the total number of jobs had returned. ADP chief economist Nela Richardson noted: "In January, we saw the impact of weather-related disruptions on employment during our reference week. This would suggest the number of manufacturing jobs was mostly unchanged in January. . • First, as of December there were 1.24
Negative equity, also referred to as underwater or upside-down mortgages, applies to borrowers who owe more on their mortgages than their homes are currently worth. Quarterly change: From the first quarter of 2023 to the second quarter of 2023, the total number of mortgaged homes in negative equity decreased by 6%, to 1.11
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed an increase in the number of initial unemployment claims during the reference week (includes the 12th of the month) from 261,000 in July to 245,000 in August.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). COVID: As far as the pandemic, the number of weekly cases during the reference week in March was around 165,000 , down from 263,000 in February. last month.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed about the same initial unemployment claims during the reference week at 226,000 in May compared to 216,000 in April. the previous month.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed the same number of initial unemployment claims during the reference week from 212,000 in March to 212,000 in April. the previous month.
Negative equity, also referred to as underwater or upside-down mortgages, applies to borrowers who owe more on their mortgages than their homes are currently worth. Annual change: From the second quarter of 2023 to the first second of 2024, the total number of homes in negative equity decreased by 15%, to 1.1 million homes or 2.0%
These numbers would make for a respectable year much less half that time. Because almost nobody saw this rally coming. 1 As of this moment, the indices stand appreciably higher than where they were on January 1, 2023: The NASDAQ 100 is up >38%, the S&P 500 is up ~15.5%, and the Russell 2000 small cap index is up almost 7%.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed a larger number of initial unemployment claims during the reference week from 202,000 in February to 212,000 in March. the previous month.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). COVID: As far as the pandemic, the number of patients hospitalized during the reference week in December was around 19,000, up from 13,000 in November. last month.
It’s a good idea to pick a major style guide, such as the AP Stylebook , to use as your reference for common questions. How I create style guidelines for my clients For my editing clients, I create style guidelines for my own reference. Do headings randomly mix sentence case and title case? They help me to be consistent.
Our perceptions lag; our frame of reference is the past few years. Our experiences mashed up with three different personalities and three different outlooks on money. Do you think people today confuse money itself with actual wealth in ways that lead to poor decisions? ” A : You’re making me reach back to college philosophy?
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed a larger number of initial unemployment claims during the reference week from 189,000 in January to 202,000 in February. last month.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). COVID: As far as the pandemic, the number of patients hospitalized during the reference week in September was around 16,000, up from 9,000 in August. last month.
Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed a larger number of initial unemployment claims during the reference week (the 5th through the 11th in November) from 200,000 in October to 235,000 in November.
This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)
Workers on strike during the reference week are not counted as employed in the BLS employment report. Every month, on the Friday before the release of the employment report, the BLS releases the CES Strike Report showing the number of workers on strike during the reference period. Click on chart for larger image.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed more initial unemployment claims during the reference week at 245,000 in July compared to 239,000 in June. the previous month.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed more initial unemployment claims during the reference week at 239,000 in June compared to 216,000 in May. the previous month.
ISM Surveys: Note that the ISM surveys are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed about the same number of initial unemployment claims during the reference week (includes the 12th of the month) from 202,000 in September to 200,000 in October.
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed about the same number of initial unemployment claims during the reference week at 216,000 in May compared to 212,000 in April. the previous month.
Further, advisers can potentially reduce the number of negative reviews received by ensuring that prospect and client relationships that do not work out (e.g., by referring the prospect to another advisor who might be able to better meet their needs ) so that the individual does not feel compelled to leave a negative review.
He’s often referred to as Jungleman, a nod to his longtime screen name on poker sites. This company is betting yes : A growing number of employers around the country have decided to build their own housing for workers, mostly for them to rent but sometimes to buy. Businessweek ) • Would you live next to co-workers for the right price?
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). COVID: As far as the pandemic, the number of patients hospitalized during the reference week in June was around 6,400, down from 8,300 in May. last month.
ISM Surveys: Note that the ISM services are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed a smaller number of initial unemployment claims during the reference week from 203,000 in December to 189,000 in January. last month.
As of August 2022, the total number of jobs had returned. ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). This would suggest the number of manufacturing jobs was mostly unchanged in December. last month.
In this episode, we talk in-depth about how a state regulator audit of Danika’s former firm revealed that she was not properly registered with the state of Washington and sparked an investigation during which she was prevented from working with her clients at the time and sidelined her for several months, how, on top of not being able to work (..)
ISM Surveys: Note that the ISM indexes are diffusion indexes based on the number of firms hiring (not the number of hires). Unemployment Claims: The weekly claims report showed fewer initial unemployment claims during the reference week at 233,000 in July compared to 245,000 in July. the previous month.
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