Wealth Management

JUNE 12, 2024

Four key considerations for advisors regarding Medicare.

Estate Planning 317

Estate Planning Planning 317

Calculated Risk

JUNE 12, 2024

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 15.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending June 7, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 15.6 percent on a seasonally adjusted basis from one week earlier.

Marketing 294

Marketing Marketing 294

Wealth Management

JUNE 12, 2024

The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.

Retail 305

Retail Assets Marketing Marketing 305

Calculated Risk

JUNE 12, 2024

The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.2% in May. The 16% trimmed-mean Consumer Price Index increased 0.1%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".

Food 287

Food Banking 287

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.

Financial Planning

Wealth Management

JUNE 12, 2024

The funding will be put toward research and development, hiring and enhancements to data quality.

Investing 302

Investing Investments 302

Abnormal Returns

JUNE 12, 2024

Podcasts Barry Ritholtz talks with Larry Swedroe about avoiding distractions. (ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough. (podcasts.apple.com) Sam Parr talks with the owner of a 24,000 square foot house.

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Nerd's Eye View

JUNE 12, 2024

Financial advisors, as professionals whose clients rely on their advice to make financial decisions, are legally and financially responsible for the advice that they give. For example, if an advisor recommends an investment that prioritizes the commission they would receive rather than any benefit the client would derive from it, they could incur fines and sanctions for violating their fiduciary duty as an advisor.

Fiduciary Duty 245

Fiduciary Duty Risk Tolerance Investing Investments 245

Wealth Management

JUNE 12, 2024

Significant demographic shifts amongst those who hold wealth in the US illuminate an opportunity for financial firms to position themselves ahead of the curve.

Clients 290

Clients 290

Calculated Risk

JUNE 12, 2024

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This declined, but has turned up recently, and is now up 5.0% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through May 2024.

Food 200

Food 200

Wealth Management

JUNE 12, 2024

The late musician's Beverly Hills home is at the center of the dispute.

288

288

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.

Numbers

Calculated Risk

JUNE 12, 2024

From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) was unchanged in May on a seasonally adjusted basis, after rising 0.3 percent in April, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.3 percent before seasonal adjustment. More than offsetting a decline in gasoline, the index for shelter rose in May, up 0.4 percent for the fourth consecutive month.

Food 182

Food Medical Communication Education 182

Wealth Management

JUNE 12, 2024

Are you ready to help your clients and the next generations of their families?

Clients 278

Clients 278

Calculated Risk

JUNE 12, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-June 2024 A brief excerpt: This 2-part overview for mid-May provides a snapshot of the current housing market. I always like to start with inventory, since inventory usually tells the tale ! Here is a graph of new listing from Realtor.com’s May 2024 Monthly Housing Market Trends Report showing new listings were up 6.2% year-over-year in May.

Marketing 162

Marketing Marketing Numbers 162

Wealth Management

JUNE 12, 2024

LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management.

Wealth Management 276

Wealth Management Management 276

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

Accounting

Calculated Risk

JUNE 12, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 226 thousand initial claims, down from 229 thousand last week. • Also at 8:30 AM, The Producer Price Index for May from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI.

147

147

Wealth Management

JUNE 12, 2024

The former Key Client Group has 10 financial professionals across the country and establishes footholds for Summit Trail in Portland, Ore. and Denver.

Clients 269

Clients 269

Abnormal Returns

JUNE 12, 2024

Markets Momentum thrusts have to burn out at some point. (mrzepczynski.blogspot.com) Nothing compares to the Nasdaq Internet bubble. (theirrelevantinvestor.com) Strategy Small advantages, consistently applied compound over time. (fortunesandfrictions.com) How to use TIPS in your portfolio. (morningstar.com) Health Why Eli Lilly's ($LLY) Alzheimer's treatment is controversial.

Financial Advising 147

Financial Advising Retail Sales Media 147

Wealth Management

JUNE 12, 2024

TIFIN's founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.

269

269

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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.

Accounting

A Wealth of Common Sense

JUNE 12, 2024

Today’s Animal Spirits is brought to you by Nasdaq and Fabric: See here for more information on Nasdaq’s ETF ecosystem Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Daily TSA travel data still strong The loneliness of the American worker Why the recession still isn’t here Americans have more investment income than e.

Insurance 105

Insurance Investing Investments 105

Wealth Management

JUNE 12, 2024

Envestnet's Dana D'Auria discusses what the driving forces are behind this shift to personalized investments and what they look like.

Investing 265

Investing Investments 265

Random Roger's Retirement Planning

JUNE 12, 2024

Bloomberg had a longish writeup about quantitative investment strategies or QIS. The very basic idea seems to be that it is in the neighborhood of being strategy replication. From the article, QIS are usually structured products or swaps that target risk premia with the following list of different strategies provided in the article. Risk premia is a fancy term often ascribed to alternative strategies.

Investing 94

Investing Investments Management Banking 94

Wealth Management

JUNE 12, 2024

Our experts provide answers to some common questions.

264

264

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?

Sales

Advisor Perspectives

JUNE 12, 2024

Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. The Bureau of Labor Statistics (BLS) divides all expenditures into eight categories and assigns a relative size to each. The pie chart illustrates the components of the Consumer Price Index for Urban Consumers, the CPI-U.

92

92

Wealth Management

JUNE 12, 2024

Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.

Estate Planning 264

Estate Planning Planning 264

Advisor Perspectives

JUNE 12, 2024

Consider toning your prospecting efforts by prioritizing referrals and integrating them into your broader strategy for sustainable growth.

85

85

Wealth Management

JUNE 12, 2024

Sound Income Strategies CEO David Scranton describes why growth might not be the only goal of clients nearing retirement.

Investing 258

Investing Investments Retirement Clients 258

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Accounting

Trade Brains

JUNE 12, 2024

ITC: ITC, with a legacy spanning over a century, has been a stalwart since its establishment on August 24, 1910. Originating as a tobacco and cigarette manufacturer, the company has evolved significantly. It now encompasses a wide array of sectors including hotels, paperboards, FMCG, packaging, and agribusiness. ITC Hotels, the company that brought meaning to the phrase “responsible luxury,” has announced its demerger.

Planning 81

Planning Valuation Portfolio Assets 81

Wealth Management

JUNE 12, 2024

Goldman Sachs' Jeremy Eisenstein talks about creating choice and growth potential for RIAs in the custodial space.

250

250

Advisor Perspectives

JUNE 12, 2024

The Consumer Price Index for Urban Consumers (CPI-U) released for May puts the year-over-year inflation rate at 3.27%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 12th straight month. However, inflation remains above the 10-year moving average which is now at 2.81%.

80

80

Wealth Management

JUNE 12, 2024

Transcript of Episode 109 of 401(k) Real Talk.

212

212

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.

Assets