Wealth Management
MAY 30, 2025
According to the Justice Department, Terrence Chalk enticed victims by using an alias to hide his previous fraud conviction. In total, he raised $4.8 million from 26 investors.
Nerd's Eye View
MAY 30, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of financial advisory firm employees found that about half of respondents are currently working in the office five days a week, with the remainder divided among hybrid formats or full-time work from home.
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Wealth Management
MAY 30, 2025
In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.
Calculated Risk
MAY 30, 2025
From the BEA: Personal Income and Outlays, April 2025 Personal income increased $210.1 billion (0.8 percent at a monthly rate) in April , according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)personal income less personal current taxesincreased $189.4 billion (0.8 percent) and personal consumption expenditures (PCE) increased $47.8 billion (0.2 percent).
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
MAY 30, 2025
The Investment Advisor Industrys annual report showed an all-time high of 15,870 SEC-registered advisors overseeing a 12.6% increase in assets to $144.6 as of the end of 2024.
The Big Picture
MAY 30, 2025
This week, I speak with Tom Barkin , Richmond Federal Reserve President & CEO. He previously spent 30 years at McKinsey & Company , eventually becoming Chief Risk Officer and Chief Finaacial Officer. He also sits on the Federal Open Market Committee. A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
MAY 30, 2025
Former Orion CEO Eric Clarke and ex-UnitedHealth CFO Mike Mikan join Elevation Point's board, bolstering the RIA investment firm's tech and M&A expertise.
Calculated Risk
MAY 30, 2025
From STR: U.S. hotel results for week ending 24 May The U.S. hotel industry reported mixed year-over-year comparisons, according to CoStars latest data through 24 May. 18-24 May 2025 (percentage change from comparable week in 2024): Occupancy: 67.5% (-0.4%) Average daily rate (ADR): US$164.57 (+1.5%) Revenue per available room (RevPAR): US$111.02 (+1.1%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Alpha Architect
MAY 30, 2025
Christian Goulding and Campbell Harvey, authors of the study "Investment Base Pairs," proposed a groundbreaking framework for portfolio construction that challenges traditional approaches in modern finance. Their research focused on leveraging cross-asset information to optimize investment strategies and improve returns across diverse asset classes.
Wealth Management
MAY 30, 2025
As the keynote speaker for the upcoming IMN Real Estate Family Office and Private Wealth Conference, Ronald Diamond provides a preview of his talk, highlighting the $124 trillion wealth transfer from baby boomers and its impact on how companies are financed and the challenges and opportunities for family offices, especially when investing in real estate.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Calculated Risk
MAY 30, 2025
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Declined in April; Up 2.6% Year-over-year A brief excerpt: Freddie Mac reported that its National Home Price Index (FMHPI) decreased -0.15% month-over-month (MoM) on a seasonally adjusted (SA) basis in April. On a year-over-year basis, the National FMHPI was up 2.6% in April, down from up 2.9% YoY in March.
A Wealth of Common Sense
MAY 30, 2025
Coming into April, UnitedHealth was the second biggest stock in the Dow behind Goldman Sachs.1 The stock was performing well even during the Tariff Tantrum. While the stock market was down 15% on the year, UnitedHealth was up as much as 18% in mid-April. Then it fell off a cliff, Wile E. Coyote-style. This long-term chart looks like a fat-finger mistake on a spreadsheet: The stock is down a little more than 50% in a mont.
Calculated Risk
MAY 30, 2025
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through April 2025. CPI Shelter was up 4.0% year-over-year in April , unchanged from 4.0% in March, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 4.2% YoY in April , down from 4.3% in March and down from the cycle peak of 8.3% in April 2023.
FMG
MAY 30, 2025
While 98% of text messages are read within 3 minutes, the average financial advisor email sits unopened for 6+ hours ( Wealthmanagement.com ). This communication gap is costing you clients, opportunities, and competitive advantage. Modern clients expect instant responses, but most advisors remain stuck in outdated email-only loops. Meanwhile, other advisors are winning business by meeting clients where they actually communicate.
Speaker: Claire Grosjean, Global Finance & Operations Executive
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.
Advisor Perspectives
MAY 30, 2025
With the release of April's report on personal incomes and outlays, we can now take a closer look at "real" disposable personal income per capita. At two decimal places, the nominal 0.80% month-over-month change in disposable income comes to 0.70% when we adjust for inflation, the largest monthly gain since January 2024. The year-over-year metrics are 4.47% nominal and 2.27% real.
Wealth Management
MAY 30, 2025
Ryan Nauman welcomes Brian Jacobs, the investment strategist at Aptus Capital Advisors to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time.
Covisum
MAY 30, 2025
When it comes to retirement income planning, taxes matter, a lot. Yet tax planning is often overlooked or oversimplified. The truth is, your clients tax exposure in retirement doesnt just depend on how much they withdraw each year, but how and from where those withdrawals happen.
NAIFA Advisor Today
MAY 30, 2025
NAIFA is proud to recognize Joseph Orr of NAIFA-Texas as the Q1 recipient of the Hard Hat Award in the PAC category - an honor reserved for outstanding champions of political advocacy. Known for his magnetic leadership and heartfelt commitment to NAIFAs mission, Joseph was instrumental in the success of the NAIFA-TX Centennial Celebration, helping drive over $12,000 in PAC contributions.
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.
Advisor Perspectives
MAY 30, 2025
The yield on the 10-year note ended May 30, 2025 at 4.41%. Meanwhile, the 2-year note ended at 3.89% and the 30-year note ended at 4.92%.
NAIFA Advisor Today
MAY 30, 2025
In today's competitive financial services environment, technology isn't just a support toolits a strategic advantage. Life insurance agents and financial advisors who integrate the right software solutions into their workflow not only save time, but also significantly increase client engagement, retention, and revenue.
Advisor Perspectives
MAY 30, 2025
House prices are falling, and it’s no longer just a Florida and Texas story. Rising inventory across the country and still reluctant buyers mean that those looking to sell face the prospect of more competition and lower prices next spring if they don’t close on a deal soon. For buyers, holding out can mean a better price.
Random Roger's Retirement Planning
MAY 30, 2025
The jumping off for this post is the scene from A River Runs Through It when the little boy is writing an essay. He comes downstairs to show the essay to his father played by Tom Skerrit. Skerrit reads it silently, marks it up a little, gives it back to the little boy and says "half as long." The little boy goes back up stairs, comes down a little later after he presumably shortened it by half.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Advisor Perspectives
MAY 30, 2025
The Fed’s preferred inflation gauge, the core PCE price index, rose 2.5% year-over-year in April, marking the lowest level for the index in over four years. This was consistent with the forecast and a slowdown from 2.7% in March. On a monthly basis, the core index was up 0.1%, as expected.
NAIFA Advisor Today
MAY 30, 2025
Please join us in congratulating Paul Szkotak , our Q1 Hard Hat Award winner in the Membership category! As a dedicated member of the National Membership Committee, Paul has invested countless hours into enhancing NAIFAs new member onboarding experience. His thoughtful input and strategic vision have laid the groundwork for a refreshed and more impactful welcome processone that ensures new members feel connected, informed, and valued from day one.
Advisor Perspectives
MAY 30, 2025
Personal income ( excluding transfer receipts ) rose 0.4% in April and is up 4.3% year-over-year. However, when adjusted for inflation using the BEA's PCE Price Index, real personal income (excluding transfer receipts) was up 0.3% month-over-month and up 2.1% year-over-year.
NAIFA Advisor Today
MAY 30, 2025
The NAIFA National Grassroots Committee proudly recognizes Brian Fleming of NAIFA-Minnesota as the recipient of the Q1 2025 Hard Hat Award for his exceptional advocacy leadership and unwavering dedication to our industry. Brian played a pivotal role in organizing NAIFA-MNs grassroots mobilization during the early fight against House File 2437, legislation that proposed a sales tax on a range of professional servicesincluding financial planning, insurance commissions, legal services, and even CPA
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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.
Advisor Perspectives
MAY 30, 2025
The key to buying US Steel Corp. might be a golden share. Nippon Steel Corp. executives might feel it’s their Golden Ticket.
Carson Wealth
MAY 30, 2025
The digital revolution has affected nearly every activity we engage in. Philanthropy is no exception. Although sophisticated tech solutions have been slower to reach the nonprofit world than some other sectors, their arrival was inevitable. Today, they can help make charitable giving a simpler and more effective component of your financial plan. Technologies that are Helping to Revolutionize Charitable Giving Both general technology and apps specifically designed for charities and donors have a
Advisor Perspectives
MAY 30, 2025
Remember last July and August when the yen carry trade blew up? At the time, the central bank surprised the market by signaling a faster pace of rate hikes than expected. Investors sold foreign currency, bought back yen and sent markets into a tailspin.
Validea
MAY 30, 2025
The semiconductor sector is once again lighting up with momentum – and this time, its not just about Nvidia. According to Validea’s latest ETF Breakout Alert (as of May 30, 2025), three semiconductor-focused ETFs have emerged as standouts in terms of recent price strength, relative performance, and trend signals: SPDR S&P Semiconductor ETF (XSD) VanEck Semiconductor ETF (SMH) Invesco PHLX Semiconductor ETF (SOXQ) All three have posted 15%-18% gains in the past month , dramaticall
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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?
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