Five Questions to Prepare Clients for Caregiving Needs
Wealth Management
OCTOBER 10, 2023
Who cares for the caretakers?
Tue.Oct 10, 2023
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Part 2: Current State of the Housing Market; Overview for mid-October
Calculated Risk
OCTOBER 10, 2023
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-October A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-October I reviewed home inventory and sales. Most measures of house prices have shown an increase in prices over the last several months, and a key question I discussed in July is Will house prices decline further later this year?
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Five Questions to Prepare Clients to Take Care of Aging Parents
Wealth Management
OCTOBER 10, 2023
Who cares for the caretakers?
Research links: an attractive business model
Abnormal Returns
OCTOBER 10, 2023
AI AI investment models can't explain how they do what they do. (msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. (institutionalinvestor.com) How AI can be used to parse corporate risk disclosures. (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns. (morningstar.com) How to calculate the cost of borrowing through the options market.
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Speaker: Claire Grosjean
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.
RIA Edge Podcast: Connectus Wealth's Molly Bennard on Bringing Different Connections into Focus
Wealth Management
OCTOBER 10, 2023
Molly Bennard discusses Connectus Wealth's business model, the importance of organic growth, future opportunities and more.
#FA Success Ep 354: Making Advisor Transitions Less Scary With Effective Transition Preparation And Support Services, With Grier Rubeling
Nerd's Eye View
OCTOBER 10, 2023
Welcome everyone! Welcome to the 354th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Grier Rubeling. Grier is the founder of Advisor Transition Services, a consulting firm based in Cary, North Carolina, that helps advisors switch from one broker-dealer or custodian platform to another, often when breaking away from a larger firm to start up their own.
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More Employment Graphs: Duration of Unemployment, Unemployment by Education, Diffusion Indexes
Calculated Risk
OCTOBER 10, 2023
A few more employment graphs. Duration of Unemployment Click on graph for larger image. This graph shows the duration of unemployment as a percent of the civilian labor force. The graph shows the number of unemployed in four categories: less than 5 week, 6 to 14 weeks, 15 to 26 weeks, and 27 weeks or more. The short-term categories peaked at over 9% of the labor force at the onset of the pandemic.
10 Midweek Must Reads for the Real Estate Investor (Oct. 11, 2023)
Wealth Management
OCTOBER 10, 2023
Real estate managers’ assets under management fell by 2.9% during the year ended June 30, reported Pensions & Investments. S&P might downgrade Brookfield Real Estate to junk status because of its high maturing debt loan, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.
Did Bonds Just Bottom?
The Reformed Broker
OCTOBER 10, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Have Treasury Bonds Bottomed? – The crash in long-dated Treasurys since the pandemic now ranks as one of the most destructive financial crashes ever.
Take Back the Narrative in Commercial Real Estate
Wealth Management
OCTOBER 10, 2023
During times of market uncertainty, a strong, clear message is vital to building and maintaining trust.
What Your Financial Statements Are Telling You—And How to Listen!
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.
Why Meta is in the fight of its life against OpenAI and Apple
The Reformed Broker
OCTOBER 10, 2023
If you want to understand what’s happening in the US stock market these days, you need to understand what’s happening with the largest companies that make up such a heavy part of the index weighting. And to do that, you have to understand Big Tech. Which is where my friend Alex Kantrowitz comes in. He’s one of the foremost authorities on everything going on in the space.
Arizona-Based Goldman PFM Advisors Jump Ship to Other RIAs
Wealth Management
OCTOBER 10, 2023
One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.
The Difference Between Stocks & Bonds
A Wealth of Common Sense
OCTOBER 10, 2023
The 10 year Treasury yield recently hit 4.8%, its highest level since the summer of 2007. That’s higher than the dividend yield on all but 53 stocks in the S&P 500. Just four stocks out of 30 in the Dow Jones Industrial Average yield more than the benchmark U.S. government bond.1 The dividend yield on the S&P 500 has been falling for years from a combination of rising valuations and the increased usage of sh.
Connecticut Advisor Pleads Guilty to $2.7M Cherry-Picking Scheme
Wealth Management
OCTOBER 10, 2023
Jonathan Vincent Glenn faces 25 years in prison after pleading guilty to federal securities fraud charges.
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
10 Tuesday AM Reads
The Big Picture
OCTOBER 10, 2023
My Two-for-Tuesday morning train reads: • Why Are Interest Rates Spiking? The bond market continues to be even crazier than the stock market. We’ve witnessed a massive move in long-term bond yields these past couple of weeks and months. Yields on the 10, 20 and 30 year Treasury were all up in the neighborhood of 60 basis points over the past 16 trading sessions.
How to Deliver an Indispensable Client Experience Through Independence
Wealth Management
OCTOBER 10, 2023
Build strong relationships through exceptional service.
Catch me on Scott Galloway’s show
The Reformed Broker
OCTOBER 10, 2023
This was a lot of fun, hope you get something interesting from it. Thanks so much to the Professor. The post Catch me on Scott Galloway’s show appeared first on The Reformed Broker.
Build a Growth Stack, Not (just) a Tech Stack
Wealth Management
OCTOBER 10, 2023
Thursday, November 09, 2023 | 2:00 PM ET
Book of Secrets on the Month-End Close
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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.
Demographic Trends for the 50-and-Older Work Force
Advisor Perspectives
OCTOBER 10, 2023
Today, one in three of the 65-69 cohort, nearly one in five of the 70-74 cohort, and nearly one in ten of the 75+ cohort are in the labor force.
The Money Mistakes Every Generation Makes
Wealth Management
OCTOBER 10, 2023
Financial advisors say more clients than ever are making timing-related missteps when it comes to savings and investments.
Saundra Davis On Money, Meaning, Self-Discovery, and Financial Coaching
Steve Sanduski
OCTOBER 10, 2023
Guest: Saundra Davis, the Founder and Executive Director of Sage Financial Solutions , an organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. Saundra is a U.S. Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset-building for the working poor.
Establishing clarity for acquisition success
Million Dollar Round Table (MDRT)
OCTOBER 10, 2023
By D. Kyle Atkins, CLU, CFP What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to achieve. The guys and the gals who are out there just for the largest amount of money, we may not be a great fit. Nevertheless, if our cultures work together, if they’re looking to sell off gradually into the sunset, well, that’s marvelous.
Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success
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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?
A message from the outgoing CEO
Accounting for Good
OCTOBER 10, 2023
A message from the outgoing CEO. Kirsten Forrester leaves the business in excellent shape and in the hands of skillful and experienced professionals.
Do Covered Call Funds Threaten Everything We Hold Dear?
Random Roger's Retirement Planning
OCTOBER 10, 2023
There was some interesting reading today looking at various portfolio construction and strategy issues. First up is that the Yale Endowment was up 1.8% in the year ending June 30th. As these sorts of pools of capital go, Yale is considered to be very sophisticated and has a long track record of using alternatives to outperform the market. For the year, that 1.8% lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.
Best Practices for Selling a Family Business
Advisor Perspectives
OCTOBER 10, 2023
Selling a business and managing sudden wealth calls for guidance from trusted advisors and a consistently mindful approach.
What Does Pre-Approved For A Credit Card Mean?
Clever Girl Finance
OCTOBER 10, 2023
Pre-approved credit cards are one way that credit card companies attract new customers. These offers are typically sent by mail to potential cardholders who meet some minimum criteria for approval. If you’ve ever received one of these offers, you may be wondering how it impacts your credit score. Or perhaps you are wondering what to do next. But first off, what does pre-approved for a credit card actually mean?
Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Why AI Poses a Mortal Threat to Financial Advisors
Advisor Perspectives
OCTOBER 10, 2023
In the next year, we will see the introduction of the fully functioning, digital-human financial advisor.
Animal Spirits: The Worst Bear Market Ever
The Irrelevant Investor
OCTOBER 10, 2023
Today’s Animal Spirits is brought to you by YCharts: See here to register for YCharts webinar discussing this quarter’s top 10 visuals for clients and prospects. On today’s show, we discuss: Are bond yields too high, or too low? The US economy’s secret weapon: Seniors with money to spend Investors are yanking cash from stock funds, fast Airlines are just banks now Millennials on better track for retire.
Capturing Investor Mindsets to Create a More Meaningful Investing Experience: “The Change Maker”
Advisor Perspectives
OCTOBER 10, 2023
By placing personalization at the forefront, advisors make the financial journey more than just a series of transactions – it becomes a curated experience tailored to each client.
Parabolic SAR Indicator – Meaning, Calculations & Trading Strategies
Trade Brains
OCTOBER 10, 2023
Parabolic SAR Indicator : Technical analysis plays a major role in analysing the securities from both trader’s and investor’s perspectives. Among all technical indicators, the Parabolic SAR indicator has its own importance under the technical analysis of securities. Here, we shall discuss the Parabolic SAR indicator with its strategies, calculations, charts and applications.
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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