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Fed's Beige Book: "Economic activity rose slightly"

Calculated Risk

Fed's Beige Book Economic activity rose slightly in most Districts. The rise in electricity demand was driven by rapid expansions in data centers and was reportedly planned to be met by investments in renewable generation capacity in coming years. Business contacts expressed optimism that demand will rise in coming months.

Economics 278
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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny

Nerd's Eye View

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. For financial planning services, a similar approach to documentation can be applied to support regulatory compliance from the start of client engagement through all the steps that follow.

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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

With summer approaching, though, we are entering the season of respite – a time when most advisors take more time off (if only because clients are harder to pin down for summer meetings, especially as post-pandemic summer vacations away from home are back in full swing)… and find some time to read and catch up on a few good books!

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#FASuccess Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship, With Paul G. McManus

Nerd's Eye View

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process.

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“Nobody Knows Anything,” Wall Street Strategist Edition

The Big Picture

The best films, books, and music releases are unknown in advance. Random events can and will completely derail the best laid plans we may make. ” If you want to read more of the fun details, well, than order the book. We remain clueless as to what sports teams will win it all or who will be the MVP for any league.

Banking 345
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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content.