Calculated Risk
MAY 15, 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 4.9% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through April2024.
Wealth Management
MAY 15, 2024
The millennial generation is laser-focused on financial security and is also leading the charge in investing in assets like cryptocurrency.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Abnormal Returns
MAY 15, 2024
Markets You don't need ZIRP for crazy stuff to happen in the stock market. (sherwood.news) Timing the meme stock mania is tough. (etf.com) Google AI-powered search disconnects us from the web. (platformer.news) How can Google assure us that AI-powered search isn't hallucinating? (theatlantic.com) How will AI search affect Google's advertising business?
Wealth Management
MAY 15, 2024
Often the most accessible investment choices deliver the best returns, according to portfolio managers.
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
Nerd's Eye View
MAY 15, 2024
On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ". The new rule represents the latest attempt by regulators to define the types of individuals and advice that are subject to a fiduciary obligation, following on the heels of the SEC's Regulation Best Interest (
Wealth Management
MAY 15, 2024
The Inside ETFs+ live blog will be updated throughout Wealth Management EDGE.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 15, 2024
Alternative investment platforms help connect fund managers with advisors looking for investment opportunities. However, fund managers need to focus on matching advisors with the right options.
Calculated Risk
MAY 15, 2024
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent in April on a seasonally adjusted basis , after rising 0.4 percent in March, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.4 percent before seasonal adjustment. The index for shelter rose in April, as did the index for gasoline.
Wealth Management
MAY 15, 2024
Open, honest and candid discussion about The New York Times' article on 401(k)s, the BlackRock ETF TDF and more.
Calculated Risk
MAY 15, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending May 10, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 0.5 percent on a seasonally adjusted basis from one week earlier.
Advertisement
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.
Wealth Management
MAY 15, 2024
Successful online marketing for advisors requires flexibility, dedication and “unapologetically being yourself.
Calculated Risk
MAY 15, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Housing Starts for April. The consensus is for 1.410 million SAAR, up from 1.321 million SAAR in March. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for 222 thousand initial claims, down from 231 thousand last week. • Also at 8:30 AM, the Philly Fed manufacturing survey for May.
Wealth Management
MAY 15, 2024
A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts.
Calculated Risk
MAY 15, 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 0.3% in April. The 16% trimmed-mean Consumer Price Index increased 0.3%. "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".
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?
Wealth Management
MAY 15, 2024
FP Alpha's Andrew Altfest explains why what has worked for advisors in the past more than likely won’t work for advisors in the future.
Abnormal Returns
MAY 15, 2024
Podcasts Barry Ritholtz talks with Andrew Slimmon of Morgan Stanley ($MS) about dealing with concentrated portfolios. (ritholtz.com) Peter Lazaroff talks with Khe Hy about the pursuit of meaningful wealth. (peterlazaroff.com) Morgan Housel on why the long run is made up of a bunch of short runs. (open.spotify.com) Social Security Is Social Security going bankrupt?
Wealth Management
MAY 15, 2024
Better advisor relationships depend on strong service, technology support and a collaborative culture.
A Wealth of Common Sense
MAY 15, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for the YCharts research on how Presidential Elections affect the market Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Weekly S&P 500 ChartStorm – 13 February 2022 Was the 401(k) a mistake?
Advertisement
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.
Wealth Management
MAY 15, 2024
When Kristine McManus got the unexpected news that she had an aggressive form of breast cancer, she began to focus on living life urgently and cherishing meaningful moments.
Clever Girl Finance
MAY 15, 2024
Clearly, being a parent is a full-time job in itself. And if you’re a single parent, it’s like working overtime, 24/7. Of course, no matter how busy you are with your kids, bills still need to be paid, which is where the best jobs for moms with no degree come in! Keep reading to learn more. Table of contents Not having a college degree is not a deal breaker It’s possible to juggle work with childcare 15 best jobs for moms with no degree Finding flexibility in your career as a s
Wealth Management
MAY 15, 2024
FP Alpha's Andrew Altfest explains why what has worked for advisors in the past more than likely won’t work for advisors in the future.
Advisor Perspectives
MAY 15, 2024
Builder confidence retreated in May as mortgage rates above 7% continue to slow down the market. The National Association of Home Builders (NAHB) Housing Market Index (HMI) fell to 45 this month, its first monthly decline since November 2023. The latest reading came was below the forecast of 51.
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.
Wealth Management
MAY 15, 2024
There could be consolidation among the largest RIAs, though it's hard to know when, according to a managing director with PE firm LightYear Capital
Advisor Perspectives
MAY 15, 2024
The Consumer Price Index for Urban Consumers (CPI-U) released for April puts the year-over-year inflation rate at 3.36%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 11th straight month. However, inflation remains above the 10-year moving average which is now at 2.80%.
Wealth Management
MAY 15, 2024
The firm pulled Hightower back from the market after failing to find a buyer willing to meet its multiple, and is now considering layoffs, sources say.
Advisor Perspectives
MAY 15, 2024
Inflation cooled slightly in April. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 3.4% year-over-year while core CPI cooled to 3.6%. Both readings were consistent with their respective forecasts.
Advertisement
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.
Wealth Management
MAY 15, 2024
Appeals court hands out win to IRS regarding filing requirements of foreign corporations.
Advisor Perspectives
MAY 15, 2024
The Census Bureau's Advance Retail Sales Report for April revealed headline sales were flat in April. The latest reading was below the expected 0.4% monthly rise in consumer spending.
Wealth Management
MAY 15, 2024
Modeled after a hit YouTube show, two industry experts consumed over a gallon of milk and nearly two dozen progressively hotter wings while discussing topics including AI and the effect of private equity and venture capital on wealth management.
Advisor Perspectives
MAY 15, 2024
Manufacturing activity continued to decline in New York State, according to the Empire State Manufacturing May survey. The diffusion index for General Business Conditions fell to -15.6 from -14.3 in April. The latest reading was worse than the forecast of -9.9.
Speaker: Aaron Berson
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
Expert insights. Personalized for you.
310 
Let's personalize your content