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I’m on the road visiting our new office in Chicago and then heading to meet clients in San Francisco. However, after hearing some misinformation on TV from the usual suspects, I felt compelled to remind people of some key facts about the US debt and deficits. For a period of ~20 years, beginning after the September 11th attack, accelerating after the GFC, and running up until the 2022 rate hikes, the United States enjoyed incredibly low interest rates.
BNY Pershing head Jim Crowley said this years annual INSITE conference reflects the start of a transition to bringing more of the services of its parent bank to advisors.
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.4 million in April , the U.S. Bureau of Labor Statistics reported today. Over the month, both hires and total separations were little changed at 5.6 million and 5.3 million, respectively. Within separations, quits (3.2 million) and layoffs and discharges (1.8 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark blue), Layoff, Discharges and
Welcome everyone! Welcome to the 440th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nina Hajjar. Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.
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
CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.
Wards Auto released their estimate of light vehicle sales for May: U.S. Light-Vehicle Sales Growth Slows in May After March-April Tariff Surge (pay site). Although sales in May dropped to a level more in line with in fact, slightly below - pre-tariff expectations after spiking above trend in the prior two months due to consumers trying to get ahead of potential tariff-related price increases, part of the cooling off was caused by the drain on inventory from the March-April surge.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. At 8:15 AM, The ADP Employment Report for May. This report is for private payrolls only (no government). The consensus is for 120,000 payroll jobs added in May, up from 62,000 in April.
Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Another monthly update on rents. Tracking rents is important for understanding the dynamics of the housing market. Slower household formation and increased supply (more multi-family completions) has kept asking rents under pressure. More recently, immigration policy has become a negative for rentals.
BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Quant stuff How to (carefully) use ChatGPT in your research. (quantpedia.com) A round-up of recent white papers including 'When the Market Outgrows the Index.' (bpsandpieces.com) The winners of the Quantpedia Awards 2025 including "The Unintended Consequences of Rebalancing" by Harvey, Mazzoleni & Melone. (quantpedia.com) Analysts What analysts actually pay attention to.
Gas prices dropped for a second straight week this week. As of June 2nd, the price of regular and premium gas were each down 3 cents from the previous week.
Mercer Global Advisors, a $71 billion RIA, acquires Full Sail Capital in Oklahoma City, marking its third-largest deal and sixth acquisition this year.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
I am a middle-aged person so that means I check Zillow regularly. I’m not in the market for a house. I just like checking real estate prices. That’s what you do when you get older. You become interested in real estate. I do it every time I travel somewhere. Our favorite spring break destination these past few years has been Marco Island, FL.
FP Alpha upgrades its estate planning platform with AI-powered document analysis and personalized insights to help advisors better serve clients needs.
With the Q1 GDP second estimate and the May close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 207.8%, down slightly from the previous quarter.
Former Wealth Enhancement executive John Wernz joins Mission Wealth as strategic advisor, following Great Hill Partners' minority investment in the $11B RIA.
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
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024 but has retreated from it over the past few months. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
Phil Pearlman Tweeted out the following. The bigger point is of course about how simple some things can be. That feeds into this from Rick Ferri. We looked at something similar even if less extreme with an 18 fund model that maybe could have been replaced by a two fund model. I do not think a two or three fund portfolio is optimal but it is valid and I think it is hard to justify some sort of model with a lot of funds that results just like a 60/40 mutual fund like Vanguard Balanced Index Fund (
f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.
10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. The Indigo team streamlines marketing strategies to help financial planners grow their firms. Case in point, Kevin Brown.
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
A guide to recognizing the emotions of the ongoing disruption in the wealth management world and using them as a catalyst for growth. In the wealth management world, change isnt just an inevitable event that occurs as a normal part of business. Its far more personal than most advisors imaginethat is, until it happens to them. Change at your firm can come in many forms, but when its significant, it often hits harder than expected.
Guest: David DeVoe , Founder and CEO of DeVoe & Company , a leading consulting and investment banking firm serving the RIA industry. In a nutshell: RIA valuations are high. Private equity is everywhere. Industry consolidation is accelerating. But the number one driver of these trends isn’t aging founders and succession planning. It’s firms that are seeking scale as a means to maintain their independence and improve the level of service they can deliver.
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.
Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. Currently, fewer than 70 companies meet this criteria across various sectors of the economy. This extended period of dividend growth reflects consistent earnings performance over time. These companies have maintained dividend increases through different economic cycles, indicating their ability to generate steady cash flows and manage capital effectively.
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.
Constellation Energy Corp. agreed to sell power from an Illinois nuclear plant to Meta Platforms Inc. as artificial intelligence sends power demand soaring.
Market Commentary Global markets – US indices closed higher on Tuesday amid US tariff talks and US-China strains. Dow Jones closed positive by 0.5 pct. While Nasdaq surged by 0.8 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 42,520 0.5 -0.1 Nasdaq 19,399 0.8 0.5 Hang Seng 23,671 0.9 […] The post Market Morning Notes For 4th June 2025 appeared first on Fintoo Blog.
As investors grapple with nagging macro uncertainty, market volatility’s likely to continue. But we also see reasons for optimism — and new opportunities.
Dividend growth investing focuses on companies that consistently increase their dividend payouts, offering investors a growing income stream and potential for capital appreciation. This strategy can be particularly effective in combating inflation and building long-term wealth. What Are Dividend Growth Stocks? Dividend growth stocks are companies that not only pay dividends but also have a track record of increasing those dividends regularly.
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.
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