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Altos reports that active single-family inventory was up 2.5% week-over-week. Inventory bottomed in mid-February this year, as opposed to mid-April in 2023, and inventory is now up 12.6% from the February bottom. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of April 26th, inventory was at 556 thousand (7-day average), compared to 543 thousand the prior week.
Podcasts Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com) Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." (rationalreminder.libsyn.com) The biz Goldman Sachs ($GS) is getting out of the robo-business by selling its Marcus Invest to Betterment.
The brokerage regulator argued the firm’s automated process for approving options traders on its self-directed platform missed instances where clients submitted applications with conflicting information.
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
The BEA released the underlying details for the Q1 advance GDP report on Friday. The BEA reported that investment in non-residential structures decreased at a 0.1% annual pace in Q1. Click on graph for larger image. The first graph shows investment in offices, malls and lodging as a percent of GDP. Investment in offices (blue) increased slightly in Q1 and was up 4.1% year-over-year.
Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g., helping them develop a retirement income plan), it often also addresses the client's goals for their wealth after their death.
Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g., helping them develop a retirement income plan), it often also addresses the client's goals for their wealth after their death.
During the early stages of the pandemic, energy expenditures as a percentage of PCE hit an all-time low of 3.3% of PCE. Then energy expenditures increased to 2018 levels by the end of 2021. With the invasion of Ukraine, energy expenditures as a percentage of PCE increased further in 2022. Here is an update through the March 2024 PCE report. This graph shows expenditures on energy goods and services as a percent of total personal consumption expenditures.
From STR: U.S. hotel results for week ending 20 April U.S. hotel performance showed mixed results from the previous week, according to CoStar’s latest data through 20 April. 14-20 April 2024 (percentage change from comparable week in 2023): • Occupancy: 66.8% (-0.3%) • Average daily rate (ADR): US$158.60 (+1.5%) • Revenue per available room (RevPAR): US$105.94 (+1.2%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Sideways to Slightly Lower to Start New Week Mortgage rates didn't change much at all over the weekend with the average lender still in the highest territory since November. The average conventional 30yr fixed rate is just under 7.5% for top tier scenarios. Things could end up changing quite a bit by the end of this week owing to a slew of important events and economic reports. [ 30 year fixed 7.43% ] emphasis added Tuesday: • At 9:00 AM
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.
Markets Crude oil has greatly outperformed natural gas of late. (allstarcharts.com) The age of super-low interest rates is over. (wsj.com) Companies A look at the business of Apple ($AAPL) Airpods. (sherwood.news) Meta ($META) investors need to ask themselves if they trust Zuck? (stratechery.com) The Magnificient Seven has gobbled up hundreds of startups.
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?
Can AI models improve on the failures in predicting returns strictly from a practical point of view? In this paper, the possibilities are tested with a battery of AI models including linear regression, dimensional reduction methods, regression trees and neural networks. These machine learning models may be better equipped to address the multidimensional nature of stock returns when compared to traditional sorting and cross-sectional regressions used in factor research.
The article to which this “Concerned American” refers was about investing in low-cost diversified index funds and U.S. Treasury instruments, such as TIPS. It wasn’t about politics, nor was I even thinking of the election as I wrote the piece.
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.
Life Happens , NAIFA’s consumer-education arm, has collaborated for the 14th year with LIMRA to conduct the 2024 Insurance Barometer Study. The findings reveal a great opportunity for financial professionals to educate Americans about the importance of life insurance and dispel some of the myths and misunderstandings that contribute to a life insurance need-gap in the United States.
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.
Can you spot what’s wrong in the image below? Please post your answer as a comment. This example has more than one mistake. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for April 29: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
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.
Most clients have no idea what retirement failure means to them and how a given failure rate should influence their planning. My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. When saving for retirement it’s common for advisors to evaluate progress toward a savings goal and recommend course corrections to stay on track.
Mike Shayestehfar will join RBC’s Century City office and represents the latest departure from J.P. Morgan Wealth Management, which acquired First Republic after it collapsed last year.
When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. Though we all have some money regrets, the important thing is that we acknowledge it and take steps to improve our finances!
It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors. On today’s show, we discuss: The pending BlackRock acquisition of SpiderRock The SpiderRock origin story Utilizing covered-call strategies in a bull market The most frequent us.
Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” My guest today, Andrew Krei, will navigate through the complexities of this dynamic sector, highlighting its potential rewards for investors seeking alternative paths for capital growth.
Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). The S&P 500 has averaged only 1.7% over those six months and moved higher less than 65% of the time.
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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