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Selecting the right billing and payment solution for your firm is crucial. Seriously, this decision can make or break your efficiency, client satisfaction, and overall success. So, as you’re going through the process of evaluating different solutions, it’s absolutely paramount to make an informed decision and ask the right questions. You don’t want to risk any inefficiencies, a subpar client experience, or even getting kicked off the platform you’re currently using.
This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets.
From the Fed: Industrial Production and Capacity Utilization Industrial production increased 0.4 percent in August , and manufacturing output inched up 0.1 percent. The August reading for manufacturing was held back by a drop of 5 percent in the output of motor vehicles and parts; factory output elsewhere rose 0.6 percent. The index for mining moved up 1.4 percent, and the index for utilities climbed 0.9 percent.
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.
Also on the site Public predictions are exhausting. (abnormalreturns.com) Top clicks this week How investors should re-think about their bond allocations. (awealthofcommonsense.com) What investors get wrong about the 'Yale Model.' (capitalallocators.com) How investors should think about their bond allocations. (blog.validea.com) How an inverted yield curve affects stock and bond market returns.
Join us for a thought-provoking live podcast event from IEX Exchange’s “Boxes and Lines” podcast hosted by Ronan Ryan and John Ramsay, as they take on the latest trends, innovations, and technologies shaping e-commerce and web3 This week’s edition: Me ! Barry Ritholtz On Poking Holes in the Financial Status Quo: The Myths of Inflation, and Having the Patience to Get Rich Slowly Here is their description: Barry Ritholtz, CIO of Ritholtz Wealth Management, and host of the popular Bloomberg p
Join us for a thought-provoking live podcast event from IEX Exchange’s “Boxes and Lines” podcast hosted by Ronan Ryan and John Ramsay, as they take on the latest trends, innovations, and technologies shaping e-commerce and web3 This week’s edition: Me ! Barry Ritholtz On Poking Holes in the Financial Status Quo: The Myths of Inflation, and Having the Patience to Get Rich Slowly Here is their description: Barry Ritholtz, CIO of Ritholtz Wealth Management, and host of the popular Bloomberg p
From Dodge Data Analytics: Dodge Momentum Index Drops 6.5% in August The Dodge Momentum Index (DMI), issued by Dodge Construction Network, declined 6.5% in August to 178.0 (2000=100) from the revised July reading of 190.3. Over the month, the commercial component of the DMI fell 1.6%, while the institutional component fell 14.8%. “Overall activity remains above historical norms, but weaker market fundamentals continue to undermine planning growth,” said Sarah Martin, associate director of foreca
Markets TIPS are on sale. (morningstar.com) The rise in real interest rates is stunning. (econbrowser.com) Daily options volume is soaring as traders go whole hog. (wsj.com) Strategy Bull markets have four distinct stages. (ritholtz.com) On the power of keeping an investing journal. (rationalwalk.com) What the life of Napoleon can teach us about investing.
By combining the right strategies and embracing change, RIAs can adapt to the evolving market landscape and create a legacy that withstands the test of time.
My end-of-week morning train WFH reads: • Hip-hop stars and financial luminaries: Ritholtz Wealth Management redesigns the investment conference : Roughly 3,000 attendees are gathered to hear hip-hop legends Method Man and Redman, and financial headliners like Jeremy Siegel, Jeff Kleintop, Emily Roland, Cliff Asness, Jeff Gundlach and Jan van Eck. Plus there’s dancing, swimming, surfing, yoga, pizza and sushi and beer and wine sessions.
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
Notes: This CoreLogic House Price Index report is for July. The recent Case-Shiller index release was for June. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: Annual US Home Price Growth Rebounds in July, CoreLogic Reports • U.S. home price gains moved up to 2.5% year over year in July, marking the 138th consecutive month of annual growth. • Eleven states saw home price declines on an annual basis in July, ranging from -5.7% in Idaho to
Macro stuff It's hard building macro models given all the data revisions. (mrzepczynski.blogspot.com) Why revisions to price indices can be large. (libertystreeteconomics.newyorkfed.org) Fixed income A look at bond market returns during a yield curve inversion. (thinkadvisor.com) There are different ways to measure fixed income factors. (insights.finominal.com) Liquid alts How to replicate managed futures funds.
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.
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in August A brief excerpt: This is the second look at local markets in August. I’m tracking a sample of about 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. I’ll update these tables throughout the month as additional data is released.
Markets How is corporate America maintaining high profit margins? (tker.co) The performance of the big tech stocks is a historical anomaly. (awealthofcommonsense.com) Apple Horace Dediu, "The iPhone customer is 7.4 times more valuable than the Android customer." (asymco.com) Apple ($AAPL) had to be dragged kicking and screaming to the USB-C for the iPhone.
Our tech columnist asks what is behind giving advisors with less than $100 million in assets free use of the TIFIN Wealth platform and other questions about where the industry-norm-defying entity is headed.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals. Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current
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?
The BLS reported on this morning: The Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) increased 3.4 percent over the last 12 months to an index level of 301.551 (1982-84=100). For the month, the index increased 0.6 percent prior to seasonal adjustment. CPI-W is the index that is used to calculate the Cost-Of-Living Adjustments (COLA).
Markets When network effects reverse, look out. (flyoverstocks.com) AI is rapidly working its way through the hype cycle. (youngmoney.co) Strategy The case for TIPS at today's levels. (morningstar.com) What is still relevant in Benjamin Graham's "The Intelligent Investor." (monevator.com) Diamonds are a lot less attractive when you can simply manufacture more.
For many financial advisors, encouraging new prospects to "think it over" at the end of an initial meeting can seem like a gentle way to offer the prospect space to decide whether the relationship will be right for them, while at the same time, keeping the advisor from feeling that they may be coming across too aggressively by making an immediate sales pitch.
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
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report from Hannah Jones: Weekly Housing Trends View — Data Week Ending Sep 9, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 5.1%. This past week marked the 12th consecutive decline in the number of homes actively for sale compared to the prior year, however the gap narrowed compared to the previous week’s -5.2% figure. • New listings–a measure of sellers putting ho
Books An excerpt from "Writing for Busy Readers" by Todd Rogers and Jessica Lasky-Fink (behavioralscientist.org) An except from “Build the Life You Want: The Art and Science of Getting Happier” by Arthur C. Brooks and Oprah Winfrey. (wsj.com) A Q&A with Jennifer Breheny Wallace author of "Never Enough: When Achievement Culture Becomes Toxic - What We Can Do About It.
Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.
Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count. What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporti
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.
From Matthew Graham at Mortgage News Daily: Mortgage Rates Jump Higher Mortgage rates are noticeably higher to start the new week for most lenders although some lenders increased their costs nearly as much on Friday. Between the two business days (banks were closed on Monday), the average lender is up between 0.125% and 0.25% from Thursday afternoon. [ 30 year fixed 7.21% ] emphasis added Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage
The biz Patrick O'Shaughnessy talks with David Senra about his passion for founders and podcasts. (joincolossus.com) The Economist is adding a paid podcast tier. (axios.com) How to keep your voice is good shape. (washingtonpost.com) Economy Jim O'Shaughnessy talks with Dror Poleg about AI and the future of work. (infiniteloopspodcast.com) Cardiff Garcia talks with economist Angus Deaton author of the forthcoming book "Economics in America: An Immigrant Economist Explore the Land of Inequality.
When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing ongoing services (e.g., annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well.
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.
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