Calculated Risk
APRIL 10, 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 4.8% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through March 2024.
Wealth Management
APRIL 10, 2024
The $6 billion RIA brings trust service in-house.
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Calculated Risk
APRIL 10, 2024
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.4 percent in March on a seasonally adjusted basis, the same increase as in February, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.5 percent before seasonal adjustment. The index for shelter rose in March , as did the index for gasoline.
Wealth Management
APRIL 10, 2024
What clients want versus what they receive from their advisors.
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.
Calculated Risk
APRIL 10, 2024
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 0.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending April 5, 2024. The Market Composite Index, a measure of mortgage loan application volume, increased 0.1 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
APRIL 10, 2024
Strategic Insights Financial Planning Group, a $500 million Texas team, is the second to join from Ameriprise this week.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
APRIL 10, 2024
Nine former advisors are suing United Capital over its attempts to move arbitration proceedings from FINRA to another venue, accusing the firm of “pure gamesmanship” and “forum shopping.
Calculated Risk
APRIL 10, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 225 thousand initial claims, up from 221 thousand last week. • Also at 8:30 AM, The Producer Price Index for March from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI.
Wealth Management
APRIL 10, 2024
Datos Insights' Will Trout explores the future of finance through data hygiene and personalized advice.
Abnormal Returns
APRIL 10, 2024
Strategy How you implement a commodities allocation matters. (morningstar.com) Two things you probably don't need to worry about, including index concentration. (awealthofcommonsense.com) Closed-end funds have always been problematic. Now include the Destiny Tech 100 ($DXYZ) fund. (axios.com) IPOs Climate tech has an IPO problem. (semafor.com) Investors have waited a long time for the IPO window to reopen.
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
APRIL 10, 2024
Estate planners should have a role in the overall risk management aspect of a client’s planning.
Calculated Risk
APRIL 10, 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 0.4% in March. 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".
Wealth Management
APRIL 10, 2024
After leaving Linscomb & Williams last year to launch an independent RIA that cuts clients in on profits, Harold Williams and his brother are being sued by the bank that bought their firm in 2012.
Abnormal Returns
APRIL 10, 2024
Podcasts Barry Ritholtz talks with Larry Swedroe about the importance of staying the course for investors. (ritholtz.com) Christine Benz and Amy Arnott talk with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." (morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.
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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.
Wealth Management
APRIL 10, 2024
Open, honest and candid discussion about March Job growth, advisor conflicts of interest, whether the 401(k) era is over and more.
Nerd's Eye View
APRIL 10, 2024
Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets. 3 common assumptions that have driven a
Wealth Management
APRIL 10, 2024
The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.
Calculated Risk
APRIL 10, 2024
From the Fed: Minutes of the Federal Open Market Committee, March 19–20, 2024. Excerpt: In their discussion of inflation, participants observed that significant progress had been made over the past year toward the Committee's 2 percent inflation objective even though the two most recent monthly readings on core and headline inflation had been firmer than expected.
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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?
Wealth Management
APRIL 10, 2024
The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.
The Irrelevant Investor
APRIL 10, 2024
I want to talk about the feelings we get when putting money to work at all-time highs. But first, a quick programming note. Two of the things I love the most are movies and business. Nobody talks about the intersection of my two favorite topics like Matt Belloni. I read him every week at Puck and listen to him every week on The Ringer’s The Town.
Wealth Management
APRIL 10, 2024
Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.
Discipline Funds
APRIL 10, 2024
Well, I had a great time earlier this year as I was able to mock certain people for thinking we’d get a rate cut in March or April. But now it’s my turn to be mocked as my prediction of a June cut goes up in smoke. 1 Today’s hotter than expected CPI all but eliminates the odds of a June cut. And as I explained in our recent analysis the likelihood of cuts between July and October are slim because the election is too close and the pace of change is slower than can justify cuts b
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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
APRIL 10, 2024
With more than 25 years of experience developing advisory platforms, Del Col leaves Goldman Sachs to enhance services at the emerging industry player.
Advisor Perspectives
APRIL 10, 2024
The Consumer Price Index for Urban Consumers (CPI-U) released for March puts the year-over-year inflation rate at 3.48%. The latest reading keeps inflation below the 3.74% average since the end of the Second World War for the 10th straight month. However, inflation remains above the 10-year moving average which is now at 2.79%.
Wealth Management
APRIL 10, 2024
The Investments & Wealth Institute has updated its CIMA certification curriculum and exam for the first time since 2019.
A Wealth of Common Sense
APRIL 10, 2024
Today’s Animal Spirits is brought to you by Pacer ETFs and Fabric by Gerber Life See here for more information on Pacer ETFs Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life See here for tickets to The Compound and Friends LIVE in Los Angeles On today’s show, we discuss: S&P 500 trackers hit a record 27% of 2023 equity ETF flows What’s wrong with the.
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
APRIL 10, 2024
Cetera Investment Advisers will become the primary RIA for “legacy Cetera communities.
Clever Girl Finance
APRIL 10, 2024
When it comes to personal finance, one of the biggest conversations has always been about active vs passive income. Knowing about their differences and how to use them in your life will help you succeed with money and create a more stable financial situation. Keep reading to learn more! Table of contents What is active income? What is passive income?
Wealth Management
APRIL 10, 2024
Policy priorities in the estate and gift arena.
Random Roger's Retirement Planning
APRIL 10, 2024
Allison Schrager wrote an article for Bloomberg last week that Wall Just Doesn't Get It On Retirement. I shared on Facebook noting that Schrager suggested better and cheaper annuity products and that given how undersaved we collectively are, it may come to more annuity products. Saying that people may be forced to try their luck on longevity pools does not mean I am now an annuity guy.
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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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