Wealth Management

SEPTEMBER 28, 2023

MarketCounsel founder Brian Hamburger joins estate planning tech platform Wealth.com as a strategic advisor.

Estate Planning 328

Estate Planning Planning 328

Calculated Risk

SEPTEMBER 28, 2023

From the BEA: Gross Domestic Product (Third Estimate), Corporate Profits (Revised Estimate), Second Quarter 2023 and Comprehensive Update Real gross domestic product (GDP) increased at an annual rate of 2.1 percent in the second quarter of 2023 , according to the "third" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP increased 2.2 percent (revised).

Economics 312

Economics Government Accounting Investments 312

Wealth Management

SEPTEMBER 28, 2023

The outgoing CEO of Orion Advisor Solutions shares his journey from the founding of the company, the firm’s growth over the years and perspectives on the future of wealth management, technology and AI.

Wealth Management 325

Wealth Management Management 325

The Big Picture

SEPTEMBER 28, 2023

I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they are so silly, and detached because I know I can’t change human nature. What I can do is share a few modest insights; hopefully, these will allow you to gain a fresh perspective you might not have otherwise considered or perhaps even garner a better understanding of what is happening right here and now.

Government 306

Government Medicine Economy Healthcare 306

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.

Management

Wealth Management

SEPTEMBER 28, 2023

Preferred equity providers are increasingly looking to close financing gaps in the multifamily sector, according to Multi-Housing News. CoStar News looks into how the proliferation of AI is driving data center growth beyond their usual markets. These are among today’s must reads from around the commercial real estate industry.

Marketing 306

Marketing Marketing 306

Abnormal Returns

SEPTEMBER 28, 2023

Books An excerpt from "Optimal Illusions: The False Promise of Optimization" by Coco Krumme. (engadget.com) An excerpt from Michael Wolff's new book, "The Fall: The End of Fox News and the Murdoch Dynasty." (theankler.com) A Q&A with Taylor Lorenz author of "Extremely Online: The Untold Story of Fame, Influence, and Power on the Internet." (vox.com) Health Is the 'war on cancer' a failure?

Communication 276

Communication Economics Management Marketing 276

Calculated Risk

SEPTEMBER 28, 2023

From the NAR: Pending Home Sales Tumbled 7.1% in August Pending home sales slid 7.1% in August , according to the National Association of REALTORS®. All four U.S. regions posted monthly losses and year-over-year declines in transactions. "Mortgage rates have been rising above 7% since August, which has diminished the pool of home buyers," said Lawrence Yun, NAR chief economist.

Sales 211

Sales Budgeting 211

Wealth Management

SEPTEMBER 28, 2023

Harness “digital” to improve the 6-steps of the client experience.

Clients 278

Clients 278

Calculated Risk

SEPTEMBER 28, 2023

The DOL reported : In the week ending September 23, the advance figure for seasonally adjusted initial claims was 204,000 , an increase of 2,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 201,000 to 202,000. The 4-week moving average was 211,000, a decrease of 6,250 from the previous week's revised average.

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204

Wealth Management

SEPTEMBER 28, 2023

Kraken has applied with FINRA for a broker/dealer license to allow it to trade US-listed stocks and ETFs, targeting a 2024 launch.

License 276

License Planning 276

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

SEPTEMBER 28, 2023

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Personal Income and Outlays, August 2023. The consensus is for a 0.5% increase in personal income, and for a 0.4% increase in personal spending. And for the Core PCE price index to increase 0.2%. PCE prices are expected to be up 3.5% YoY, and core PCE prices up 3.9% YoY. • At 9:45 AM, Chicago Purchasing Managers Index for September.

Management 173

Management 173

Wealth Management

SEPTEMBER 28, 2023

The money manager says sustainable investing is here to stay, but ESG-labeled index-tracking portfolios are the wrong path.

Portfolio 276

Portfolio Management Investments Investing 276

Calculated Risk

SEPTEMBER 28, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Jiayi Xu: Weekly Housing Trends View — Data Week Ending Sep 23, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 3.7%. During the past week, we observed the 14th successive drop in the number of homes available for sale when compared to the previous year.

Sales 173

Sales Numbers Marketing Marketing 173

Wealth Management

SEPTEMBER 28, 2023

According to the latest study, roughly one-third of HNW investors don’t work with an advisor. Learn how to leverage the sizeable opportunity to attract more of them to your practice.

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264

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

SEPTEMBER 28, 2023

Today, in the Calculated Risk Real Estate Newsletter: Asking Rents Down 1.2% Year-over-year A brief excerpt: Tracking rents is important for understanding the dynamics of the housing market. For example, the sharp increase in rents helped me deduce that there was a surge in household formation in 2021 (See from September 2021: Household Formation Drives Housing Demand ).

Marketing 173

Marketing Marketing 173

Wealth Management

SEPTEMBER 28, 2023

Schwab cut the fees on SCYB and SCHP, bringing all nine of its fixed-income funds to three basis points or below.

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262

Abnormal Returns

SEPTEMBER 28, 2023

Strategy Understanding seasonality can enlighten your view of the stock market. (theirrelevantinvestor.com) Why it is so hard to be a truly long term investor. (behaviouralinvestment.com) Why traditional diversification isn't enough. (morningstar.com) Finance M&A volume has fallen off the table. (ft.com) Why auto insurance premiums are soaring. (barrons.com) How much is Tesla ($TSLA) worth?

Financial Advising 162

Financial Advising Insurance Media Economy 162

A Wealth of Common Sense

SEPTEMBER 28, 2023

A reader asks: I just turned 27 and I make $260k at a job that I just started less than a year ago. It was a grind to get here and then the job itself is very stressful. I dread going to work in the morning, but I deal with it for the money and save/invest the vast majority of it so I don’t have to do this forever. For context I have ~$400k total in investments right now.

Investments 123

Investments Investing 123

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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

Trade Brains

SEPTEMBER 28, 2023

Top Indian Stocks Held By Societe Generale : Societe Generale was established in India in 1978. Today, Societe Generale operates through its local branches based in Mumbai and Delhi serving both Indian corporates and financial institutions, helping them to expand their footprint outside of India as well as global clients of Societe Generale, from Europe, US, Middle East, Africa, and Asia-Pacific, to develop their operations in India Societe Generale’s expertise ranges from corporate and investme

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

The Irrelevant Investor

SEPTEMBER 28, 2023

Cullen Roche once said, “The stock market is the only market where things go on sale and all the customers run out of the store… ” This behavior might seem irrational, but it’s understandable when you consider how averse people are to losing money. The fastest way to make the pain disappear is to sell, regardless of the irreparable damage you may be doing to your long-term returns.

Sales 111

Sales Marketing Marketing 111

Trade Brains

SEPTEMBER 28, 2023

India can become the 3rd largest economy by 2027 and even the 2nd largest by 2075, surpassing the US. But hold on! Isn’t it very soon to celebrate? Here’s a truth, a fact, or, you can say, a reality, that we are not yet ready to accept. The increasing youth unemployment! 66% of India’s population (that’s 808 million people) is under the age of 35. Now, that’s a huge number of young, talented people, and a great opportunity for the country to grow its economy with multitalented and skilled

Education 111

Education Economy Numbers Portfolio 111

Carson Wealth

SEPTEMBER 28, 2023

By Ryan Detrick, Chief Market Strategist, Carson Group “I don’t make jokes. I just watch the government and report the facts.” -Will Rogers As you’ve probably heard by now, the government is on the brink of shutting down unless Congress connects on a Hail Mary to pass a dozen spending bills before the September 30 funding deadline. The odds are this won’t happen and on October 1 the government will be at least partially shutdown.

Government 111

Government Banking Food Marketing 111

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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

NAIFA Advisor Today

SEPTEMBER 28, 2023

NAIFA and Sales Activity Management , Inc. (SAM) have completed an educational and affinity partnership agreement, under which the popular SAM Planner can be obtained by NAIFA members at a preferred rate. Additionally, Sales Activity Management, Inc. will become a sponsor of NAIFA’s Talent Development Center of Excellence to collaborate on blog posts, webinars, and other tools focused on enhancing individual advisor/agent performance.

Sales 111

Sales Management Education Marketing 111

Advisor Perspectives

SEPTEMBER 28, 2023

The MOVEit breach affected the clients of every wealth manager in America.

Wealth Management 105

Wealth Management Management Clients 105

The Irrelevant Investor

SEPTEMBER 28, 2023

Today’s Compound and Friends is brought to you by Wealth.com: See here for more information on estate planning solutions for financial advisors. On today’s show, we discuss: META’s new smart glasses The FTC suit against Amazon FTC sues Amazon for illegally maintaining monopoly power Amazon takes a big stake in the AI start-up Anthropic Tech stocks weigh on major indexes OpenAI seeks new valuatio.

Estate Planning 80

Estate Planning Financial Advisor Planning 80

Advisor Perspectives

SEPTEMBER 28, 2023

The National Association of Realtors® (NAR) released the latest monthly data for its pending home sales index. The index plummeted 7.1% in August to 71.8, a larger decline than the expected -0.8% decrease. This is the lowest reading for the index since April 2020 and is the second lowest figure in the historical series. Pending home sales are down 18.7% compared to one year ago.

Sales 75

Sales 75

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Accounting

Trade Brains

SEPTEMBER 28, 2023

Abdul Karim Telgi Scam : The story of Abdul Karim Telgi, known to many as Karim Lala , is one of “Rag to Riches” built on the foundations of a scam so huge that the official number are not confirmed. However as per multiple report, it is claimed that the scam amounted up to 30,000 Cr. This scam had Telgi selling forged stamps and other legal documents across 12 states, with the help of at least 300 agents, spread across India.

Government 59

Government Taxes Numbers License 59

Advisor Perspectives

SEPTEMBER 28, 2023

Real gross domestic product increased at an annual rate of 2.1% in Q2 2023, according to the third estimate. The latest estimate is consistent with growth expectations and is a slightly slower pace than the Q1 2023 GDP final estimate of 2.2% (revised).

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72

Steve Sanduski

SEPTEMBER 28, 2023

Guest: Manisha Thakor , MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She’s also the author of a great new book, MoneyZen: The Secret to Finding Your “Enough.” In a Nutshell: Society trains us to believe that the answer to all of our problems is More: more stuff, more clicks, more Likes, and, of course, more money.

Financial Advisor 59

Financial Advisor CFP Clients Retirement 59

Advisor Perspectives

SEPTEMBER 28, 2023

Five out of the 12 Federal Reserve Regional Districts currently publish monthly data on regional manufacturing: Dallas, Kansas City, New York, Richmond, and Philadelphia. The September average of the five districts is -6.5, down from the previous month.

Manufacturing 64

Manufacturing 64

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