Calculated Risk
NOVEMBER 4, 2024
Today, in the Real Estate Newsletter: ICE Mortgage Monitor: "Annual home price growth cooled for the seventh consecutive month" Brief excerpt: One of the key metrics to watch for mortgage stress is early-stage delinquencies. These are borrowers that are delinquent within 6 months of origination. This was one of the obvious warning signs during the housing bubble.
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
NOVEMBER 4, 2024
Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.
Calculated Risk
NOVEMBER 4, 2024
This was released on Friday. From the Census Bureau reported that overall construction spending decreased: Construction spending during September 2024 was estimated at a seasonally adjusted annual rate of $2,148.8 billion, 0.1 percent above the revised August estimate of $2,146.0 billion. The September figure is 4.6 percent above the September 2023 estimate of $2,055.2 billion. emphasis added Private spending was unchanged and public spending increased: Spending on private construction was at a
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
Wealth Management
NOVEMBER 4, 2024
The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.
Carson Wealth
NOVEMBER 4, 2024
Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains strong (as we expect), that would matter much more than just about anything else.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients.
Wealth Management
NOVEMBER 4, 2024
Channeling this destructive emotion by donating to an important cause is a way to take back power and make a difference.
Financial Symmetry
NOVEMBER 4, 2024
What is the difference between an HSA and an FSA? Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. You may … Continued The post The Differences Between an HSA and an FSA appeared first on Financial Symmetry, Inc.
Wealth Management
NOVEMBER 4, 2024
A number of new ETFs launched in October focused on large cap stocks.
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.
Random Roger's Retirement Planning
NOVEMBER 4, 2024
We spend a good bit of time looking at risk parity, trying to see if it can work in a retail accessible fund. There aren't too many of them and they don't seem to work very well. When I say work , I mean do what an investor would hope it would do, I don't necessarily mean accurately track the thing it is supposed to track because most of the ones that don't work are tracking correctly.
Wealth Management
NOVEMBER 4, 2024
Greater customization and fewer fees are behind the preference.
Trade Brains
NOVEMBER 4, 2024
One of the prominent Micro-Cap defence equipment manufacturers, specialising in advanced machine tools and indigenous submachine guns for military operations, has plunged 6% after being named in the US Treasury Department’s sanctions list. Share Price Movement Following the announcement, Lokesh Machines stock experienced significant turbulence in the market.
Wealth Management
NOVEMBER 4, 2024
The commission settled charges that Wahed Invest violated the ad rule when including a pro soccer player and MMA athletes in marketing without clarifying that they weren’t clients and were compensated.
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?
Cornerstone Financial Advisory
NOVEMBER 4, 2024
Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent. The Dow Jones Industrial Average edged down 0.15 percent.
Wealth Management
NOVEMBER 4, 2024
A number of new ETFs launched in October focused on large cap stocks.
Don Connelly & Associates
NOVEMBER 4, 2024
A critical aspect of advising clients is to ascertain their financial goals correctly. If you or your clients don't genuinely understand the goal, your advice could be dangerously off base, and you could lose your client's confidence. Clients typically come to financial advisors with various goals, but they might articulate them in nuanced ways, reflecting their concerns, values, and life circumstances.
Wealth Management
NOVEMBER 4, 2024
Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.
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.
Advisor Perspectives
NOVEMBER 4, 2024
Bill Bernstein digs into a book that follows the complicated history of Elon Musk's chaotic acquisition of Twitter and its subsequent transformation into X.
Wealth Management
NOVEMBER 4, 2024
Thiel has founded the new RIA alongside a number of former Merrill veterans.
Trade Brains
NOVEMBER 4, 2024
The increase in healthcare insurance is growing with the population. Even the health cost is rising with inflation. Here we have Sagility India which is into U.S. payer and provider their promoters are looking to sell their partial holdings by selling through the market. About Sagility India IPO Sagility India India Limited is set to launch its Initial Public Offering (IPO) which consists of an offer for sale of Rs. 2,106.60 crore.
Wealth Management
NOVEMBER 4, 2024
A single-minded strategy of tax avoidance is often not in a client’s best interest.
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.
Alpha Architect
NOVEMBER 4, 2024
By quantifying how non-performance-based fees dominate the cost structure, this research questions whether current fee models effectively align with investor interests, which could influence future fee arrangements and industry standards. Accessing Private Markets: What Does It Cost? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
NOVEMBER 4, 2024
Greater customization and fewer fees are behind the preference.
Trade Brains
NOVEMBER 4, 2024
Gold is the ultimate security measure for central banks, which can be thought of as national treasure troves. Central banks hold gold bars in reserve to withstand economic downturns, much like we save money for unexpected expenses. This shiny gold serves as a financial anchor, keeping things stable when markets tremble or currencies falter. It’s similar to having shining insurance coverage that never ends!
Wealth Management
NOVEMBER 4, 2024
Thiel has founded the new RIA alongside a number of former Merrill veterans.
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.
Advisor Perspectives
NOVEMBER 4, 2024
Get ready to ‘roll back’ the clocks! That’s right, Daylight Savings Time (DST) ends this weekend. This twice-a-year ritual is followed by every US state (except Arizona and Hawaii) and nearly 70 countries across the globe, but not everyone supports it.
Wealth Management
NOVEMBER 4, 2024
A number of new ETFs launched in October focused on large cap stocks.
Carson Wealth
NOVEMBER 4, 2024
Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.
Wealth Management
NOVEMBER 4, 2024
Aspen Standard Wealth has taken a majority stake in Summitry, a $2.8 billion RIA, as it aims to hold wealth management firms permanently and solve some of their pain points.
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.
278 
Let's personalize your content