Investing Platform Seeds Raises $10M in Series A Funding
Wealth Management
MAY 20, 2025
Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.
Tue.May 20, 2025
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Energy expenditures as a percentage of PCE
Calculated Risk
MAY 20, 2025
During the early stages of the pandemic, energy expenditures as a percentage of PCE hit an all-time low of 3.3% of PCE. Energy expenditures as a percentage of PCE increased to 2018 levels by the end of 2021 and increased further in 2022 due to the Russian invasion of Ukraine. Here is an update through the April 2025 PCE report. This graph shows expenditures on energy goods and services as a percent of total personal consumption expenditures.
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Steward Partners Adds $700M-Georgia-Based Moore’s Wealth
Wealth Management
MAY 20, 2025
Steward Partners latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moores Wealth.
Transcript: John Montgomery, Bridgeway Capital Management
The Big Picture
MAY 20, 2025
The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News.
Live Demo - Supercharge your Month End Close
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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
#FASuccess Ep 438: Boosting Client Retention And Satisfaction By Asking Better Questions As Your Authentic Self, With Nikki Savage
Nerd's Eye View
MAY 20, 2025
Welcome everyone! Welcome to the 438th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nikki Savage. Nikki is a senior director in the Tampa, Florida, office of the RIA Sequoia Financial Group, where she manages approximately $150 million in assets under management for 100 client households. What's unique about Nikki, though, is how she has been able to boost client retention and satisfaction by asking key questions that help her reach a deeper level of understa
What clients really want from financial advisors
Million Dollar Round Table (MDRT)
MAY 20, 2025
By Antoinette Tuscano, MDRT senior content specialist Connecting with prospects, converting them to clients and then keeping them as long-term, happy clients depends on several different components, with communication topping the list. Clients want to feel heard and understood by their financial advisors, and they also need to understand how their financial advisor can help them and their families reach their goals and have the future they envision.
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Managing Money Stress in Turbulent Times
Your Richest Life
MAY 20, 2025
When your financial future feels uncertain, it can cause significant money stress in your life. And right now, there is plenty of uncertainty. From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. However, there are steps you can take to feel more in control of your money, and more capable of navigating volatility.
Bitcoin Could Flex Inflation-Fighting Muscle
Advisor Perspectives
MAY 20, 2025
Bitcoin was launched in 2008. It was the following year when it was initially used as an actual currency.
Navigating Your Social Security Retirement Benefits: What You Should Know
Tobias Financial
MAY 20, 2025
Deciding when and how to file for your Social Security retirement benefits can feel overwhelmingand with good reason. The rules can be complex, and the choices you make may have a lasting impact on your financial security in retirement. Thats why its so important to take the time to understand your options and how they align with your broader financial goals.
Inside ETF Innovation: A Conversation with Tidal’s Mike Venuto
Advisor Perspectives
MAY 20, 2025
Tidal’s Mike Venuto discusses the latest in ETF innovation, from 351 conversions and the ETF share class structure to options-based strategies and leveraged products. VettaFi’s Kirsten Chang offers a tour around the world of fixed income ETFs, highlighting recent flows, new launches, and under-the-radar success stories.
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Speaker: Victor C. Barnes, CPA, MBA
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.
Dynasty Financial: How its Implementing its 'Model Select' Program
Wealth Management
MAY 20, 2025
The RIA platform rolled out the program in November for advisors who had been independently constructing portfolios and wanted to outsource trading and investment management.
Wednesday: Architecture Billings Index
Calculated Risk
MAY 20, 2025
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 10:00 AM, State Employment and Unemployment (Monthly) for April 2025 During the day, The AIA's Architecture Billings Index for April (a leading indicator for commercial real estate).
Schwab to Launch Membership Program Targeting Breakaways
Wealth Management
MAY 20, 2025
Charles Schwabs ProDirect, launching in July, will offer independent RIAs third-party vendor deals and business consulting that goes beyond its traditional custodial offering for entrepreneurial RIAs.
May Vehicle Forecast: Sales "Cooling Off" to 15.9 million SAAR
Calculated Risk
MAY 20, 2025
From WardsAuto: U.S. Light-Vehicle Sales Cooling Off in May; Inventory Still Falling (pay content). Brief excerpt: With inventory set to continue declining month-to-month, and the cost to automakers of the tariffs more strongly kicking in by July, sales are likely to continue sequential weakness into the summer unless automakers decide to eat most of the increased cost.
How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Speaker: Kim Beynon, CPA, CGMA, PMP
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.
Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristin Mirabella
Wealth Management
MAY 20, 2025
In the Wealth Management Invest Podcast, Eaglebrook Advisors' Kristen Mirabella explains how the firm helps wealth managers navigate cryptocurrency investments through SMAs, in-kind transfers and tax-efficient strategies.
Update: Lumber Prices Up 13% YoY
Calculated Risk
MAY 20, 2025
This is something to watch again. Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued the Random Length Lumber Futures contract on May 16, 2023. I switched to a physically-delivered Lumber Futures contract that was started in August 2022. Unfortunately, this impacts long term price comparisons since the new contract was priced about 24% higher than the old random length contract for the period when both contracts were available.
Three oXYGen Financial Advisors Create New Brand on Bluespring Platform
Wealth Management
MAY 20, 2025
Advisors Brandon Hayes, Eric Pucciarelli, and Cristina Briboneria have launched ClariVise Private Wealth, with Bluespring's support.
Tuesday links: deliberate lies
Abnormal Returns
MAY 20, 2025
Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com) Private equity should be careful what it wishes for. (axios.com) Companies How Home Depot ($HD) is prepared for tariffs.
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
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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
Simon Quick Establishes Texas Practice with Ex-Northern Trust Advisors
Wealth Management
MAY 20, 2025
Morristown, N.J.-based RIA Simon Quick has established a presence in Texas with three new Dallas-based advisors and a specialization in business exit planning.
California Home Sales "Retreat" in April; New Listings "Surge"
Calculated Risk
MAY 20, 2025
Today, in the Calculated Risk Real Estate Newsletter: California Home Sales "Retreat" in April; New Listings "Surge" A brief excerpt: From the California Association of Realtors (C.A.R.): California home sales retreat for second straight month in April as median home price hits new all-time high, C.A.R. reports Aprils sales pace fell 3.4 percent from the 277,030 homes sold in March and was down 0.2 percent from a year ago , when 268,170 homes were sold on an annualized basis.
Research links: unwieldy and inefficient
Abnormal Returns
MAY 20, 2025
Round-ups Some recent academic research including 'Cross-Bond Momentum Spillovers.' (alphainacademia.substack.com) A round-up of recent research on asset allocation including 'A Century of Macro Factor Investing Diversified Multi-Asset Multi-Factor Strategies through the Cycles.' (capitalspectator.com) Economics Why it matters who is on the FOMC at any point in time.
7 Attributes of The Millionaire Next Door
A Wealth of Common Sense
MAY 20, 2025
I first readThe Millionaire Next Doora year or so into my first job. I didn’t know a thing about what it takes to get wealthy so the book was eye-opening for me as a 20-something trying to figure out my career and finances. The general thesis of the book is that the prototypical millionaire is not what you think. They live below their means, prioritize saving over spending, don’t spend frivolously on luxur.
Protect What Matters: Rethinking Finance Ops In A Digital World
Speaker: Cheryl J. Muldrew-McMurtry
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.
Zillow Home Value Index: "Real" Home Values Near 4-Year Low
Advisor Perspectives
MAY 20, 2025
Home values fell for a second straight month in April, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values declined for a 12th consecutive month, hitting their lowest level in nearly four years.
ISOs 101: Understanding Incentive Stock Options
Zajac Group
MAY 20, 2025
If youre offered incentive stock options (ISOs) as part of your compensation package, you have an exciting opportunity ahead to build significant wealth. The key is to know what, exactly, youre being given, when your tax bill may be impacted, and how to incorporate your equity comp into your greater financial plan. To help, weve created this basic guide to understanding ISOs and the role they play in your portfolio.
Guess Where Harvard’s Private Equity Will Likely End Up
Advisor Perspectives
MAY 20, 2025
Imagine an institutional investor that allocates a big chunk of its portfolio to illiquid private assets but then needs to sell some of those investments to raise cash. Or a fund company that makes a fortune on actively managed mutual funds for decades, but its investors move their money to low-cost index trackers.
Peter Wilken: How to Uncover Your Brand DNA and Own the Client’s Mind
Steve Sanduski
MAY 20, 2025
Guest: Peter Wilken , a global brand strategist. Peter is the author of Dim Sum Strategy and the former head of BBDO Asia Pacific, where he advised iconic brands like Coca-Cola, Disney, and McDonald’s. In a nutshell: Effective branding is about more than a slick logo or a memorable tag line. According to my guest today, great brands assemble intangibles into a “territory of the mind” where our feelings about a particular product or company reside.
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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.
Beyond the Headlines: Why Gold Still Matters in a Debt-Soaked, Dollar-Weary World
Advisor Perspectives
MAY 20, 2025
With financial markets whipsawing on every tweet and press release, Maharrey urged listeners to step back, take a breath, and consider the big picture — particularly on the issues of debt, inflation, and de-dollarization.
Why Warren Buffett and Berkshire May Be Diving Into Pool Corp (POOL)
Validea
MAY 20, 2025
In Q3 2024, Berkshire Hathaway initiated a position in Pool Corporation (POOL), and in its most recent 13F filing, Buffetts firm disclosed a 140%+ increase in that stake. While it’s still a relatively small position in Berkshire’s portfolio (about $460 million as of now), the investment gives POOL a meaningful endorsement from one of the worlds most successful long-term investors.
The Rebirth of the 60/40 Portfolio Has Been Greatly Exaggerated
Advisor Perspectives
MAY 20, 2025
The 60/40 approach has not been what it was just a few years ago. Fortunately, there are alternatives.
Quit underlining headings in your documents!
Investment Writing
MAY 20, 2025
Underlining headings in your written documents used to be common. That’s no longer true, especially because underlined text now leads people to expect hyperlinks. Underlining headings dates back to the days of typewriters. As Practical Typography says, Underlining is another dreary typewriter habit. Typewriters had no bold or italic styling. So the only way to emphasize text was to back up the carriage and type underscores beneath the text.
What Your Financial Statements Are Telling You—And How to Listen!
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.
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