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For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay. For many, this can be a stressfully prolonged period that typically eases only as advisors build their client base and establish themselves in the industry.
The DOL reported : In the week ending October 26, the advance figure for seasonally adjusted initial claims was 216,000 , a decrease of 12,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 227,000 to 228,000. The 4-week moving average was 236,500, a decrease of 2,250 from the previous week's revised average.
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in September; Up 3.6% Year-over-year A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.28% month-over-month on a seasonally adjusted (SA) basis in September. On a year-over-year basis, the National FMHPI was up 3.6% in September, down from up 4.0% YoY in August.
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.
Crypto Crypto volume is up at Robinhood ($HOOD). (theblock.co) Microstrategy ($MSTR) plans to keep buying more Bitcoin. (coindesk.com) Coinbase ($COIN) is buying back shares. (theblock.co) Real estate Institutional investor ownership of single-family homes is concentrated in certain geographies. (wsj.com) How Florida's new condo laws are playing out.
Home prices continued to trend upwards in August as the benchmark 20-city index rose for a nineteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.4% increase month-over-month (MoM) and a 5.2% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.1% and the YoY was -0.2%.
Lisa Roberts joined the firm in 2023, previously serving as the head of U.S. markets. She will succeed Doris Meister, who stepped down earlier this year.
Promoter holding refers to the percentage of shares owned by a company’s founders, promoters, or their family members. It reflects insider confidence in the business, with higher holdings typically indicating strong commitment and alignment with minority shareholders’ interests. When promoters increase their holdings in a company, it typically sends a strong positive signal to the market.
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
1) The SMCI Debacle SMCI has been on of the darlings of the AI boom over the last few years. But earlier this week they announced some, um, accounting “irregularities”. Not great. Now, I don’t know the specifics of the troubles there, but one thing I highlighted earlier this year was the strange addition of SMCI to the S&P 500 in March. SMCI was added despite having qualified for the index for just a few months.
Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. This helps brands stand out and builds trust with people. These experts know the challenges of marketing in financial services. They make plans for different products while following the rules.
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.
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Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President of NAIFA California, demonstrating his dedication to shaping the industry's future.
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Jeff Malec from RCM Capital Tweeted the following series of charts to help frame what has been going on with managed futures. Here's a sampling of what some of the funds have been doing over the same period. The names don't matter, the group has been grinding around. It may not feel like it but in the same period, the S&P 500 is up almost 5% even though it was pretty flat in October.
Personal income ( excluding transfer receipts ) rose 0.3% in September and is up 5.1% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.08% month-over-month and up 2.9% year-over-year.
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.
The most common questions we’ve been asked as the election approaches are generally about the Federal debt and deficits. Many investors worry about a looming “day of reckoning” for US debt. They fear the US’s fiscal imprudence will eventually force a sudden and dramatic repricing of US debt. In this insight, we explore the modern history of US debt to GDP across several Presidential administrations and outline why investors should not be worried about a financial apocalyp
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In the week ending October 26th, initial jobless claims were at a seasonally adjusted level of 216,000. This represents a decrease of 12,000 from the previous week's figure and is better than forecasts for 229,000.
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In financial services technology, stability is vital for growth. Read how SEI serves wealth and asset management clients through trust, consistency and innovation.
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Books An excerpt from "The Price Of Power: How Mitch McConnell Mastered The Senate, Changed America, And Lost His Party" by Michael Tackett. (theatlantic.com) A Q&A with Amanda Ripley author of "High Conflict: Why We Get Trapped and How We Get Out." (davidepstein.substack.com) A Q&A with Eliza Griswold author of "Circle of Hope: A Reckoning with Love, Power, and Justice in an American Church.
Valid until the market close on November 29, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
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.
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