Calculated Risk
JANUARY 13, 2025
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in December A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to December 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in December.
Abnormal Returns
JANUARY 13, 2025
Markets Luke Kawa, "The idea that the stock market is always and everywhere rooting for lower interest rates, even if it requires outright weakness in the US job market to get them, is not consistently borne out by the data, to say the least." (sherwood.news) Bond yields are rising around the globe, not just the U.S. (wsj.com) Fund management Don't confuse 'yield' for a return of capital.
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Calculated Risk
JANUARY 13, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Slightly Higher to Start New Week The more important consideration is the new round of potential volatility on the horizon. Whereas it was the jobs report last week, this week's critical data will be Wednesday's Consumer Price Index (CPI). Tomorrow's inflation data (the Producer Price Index) is not quite as important, but a nonetheless capable of causing a reaction.
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
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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
JANUARY 13, 2025
AI plus remote work are boosting employee productivity, resulting in massive changes affecting benefits and 401(k) plans.
Abnormal Returns
JANUARY 13, 2025
Podcasts Christine Benz talks with Dr. Jordan Grumet author of "The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy." (morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. (kitces.com) Custodians Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JANUARY 13, 2025
From the Las Vegas Visitor Authority: November 2024 Las Vegas Visitor Statistics Punctuated by the second annual F1 Las Vegas Grand Prix and the SEMA tradeshow, Las Vegas hosted more than 3.3M visitors in November , slightly up over last year (+0.6% YoY). With a net decrease in churn of midsize and smaller meetings vs. last year, convention attendance was 548k for the month , down 8.4% YoY.
Wealth Management
JANUARY 13, 2025
Hack VC's Peter Hans prognosticates about the year to come in.
Darrow Wealth Management
JANUARY 13, 2025
Can I buy another house before I sell mine? Updated for 2025. Because who wants to move twice? To buy a new house while selling yours (or selling and buying a home at the same time), you need cash and potentially the ability to carry two mortgages. Although challenging, here are seven options for buyers looking to buy a new home before selling the old house.
Wealth Management
JANUARY 13, 2025
According to a lawsuit filed in Ohio federal court, Paul Saba created fictitious email addresses to falsely accuse two Raymond James employees of assault, insider trading and supporting a networking group for neo-Nazis.
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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
Carson Wealth
JANUARY 13, 2025
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. We are already getting questions about whether its time to panic, with bearish narratives starting to come out of hibernation across social media. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024.
Wealth Management
JANUARY 13, 2025
Sandalwood Securities' Marty Gross discusses the importance of setting realistic expectations for the different types of alternative investments.
Validea
JANUARY 13, 2025
In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the “GOAT” (Greatest of All Time) title in investing, drawing some interesting parallels to NFL running backs like Barry Sanders and comparing different investing legends’ careers.
Wealth Management
JANUARY 13, 2025
The regulator found firm employees were using unapproved texting apps for business and failing to archive the communications. It follows earlier settlements made with large firms like Bank of America, Morgan Stanley, LPL and Raymond James.
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.
Don Connelly & Associates
JANUARY 13, 2025
It can happen to the best of us if we dont see it coming. Few professions result in a higher burnout rate than the financial advisory business. The convergence of high-stress client interactions, economic uncertainty, performance pressures, regulatory demands, and the sheer emotional toll of the work puts financial advisors at a higher risk of chronic exhaustion and detachment that can derail their careers and personal well-being.
Wealth Management
JANUARY 13, 2025
As a result of the changes, The Colony Group and Buckingham names will go away.
Financial Symmetry
JANUARY 13, 2025
The start of a new year is the perfect time to pause and reflect on where you’ve been and where you want to goespecially when it comes to your financial health. A solid plan not only helps you stay on … Continued The post Start the Year Strong With This Financial Checklist appeared first on Financial Symmetry, Inc.
Wealth Management
JANUARY 13, 2025
Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.
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.
Validea
JANUARY 13, 2025
With the strong performance of the NASDAQ 100 in recent years, valuation has become an issue for the index. But that doesn’t mean there isn’t value in some of the names within it. Using Validea’s factor screening system, which incorporates 22 different investment strategies modeled after legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research – Validea has identified several NASDAQ 100 companies that still demonstrate strong fundamenta
Wealth Management
JANUARY 13, 2025
The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring at the end of the year.
Zoe Financial
JANUARY 13, 2025
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 13th, 2025 Watch Time: 4.5 minutes Welcome to this week’s Market Drama! Stock Market Update: S&P 500 was down 1.9% for the week. Down 1% for the year. Nasdaq was down even more, 2.3% for the week. Down 0.8% for the year. Barclays Agg. Index was down 0.9% for the week.
Wealth Management
JANUARY 13, 2025
Concentric Wealth Management represents MAIs second West Coast acquisition in 2024.
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.
A Wealth of Common Sense
JANUARY 13, 2025
Today’s Talk Your Book is brought to you by KraneShares: See here for more information on the KraneShares Man Buyout Index ETF On today’s show, we discuss: How the portfolio was constructed Looking at private market valuations Screening out the lowest quality companies Concentration vs diversification within the portfolio What private equity companies usually look for in investments The Moneyball-ization of t.
Wealth Management
JANUARY 13, 2025
Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.
Alpha Architect
JANUARY 13, 2025
This paper investigates how modeling choices impact MLM outcomes such as cross-sectional return predictability. Training Machine Learning Models For Return Prediction was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
JANUARY 13, 2025
Robinhood Securities and Robinhood Financial agreed to pay $45 million in civil penalties to settle a range of SEC allegations.
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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
JANUARY 13, 2025
Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
SEI
JANUARY 13, 2025
Public Invited to Monitor Conference Call at 5 p.m.
Advisor Perspectives
JANUARY 13, 2025
Let's take a close look at December's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.7% of total employed workers are full-time (35+ hours) and 17.
Norman Marks
JANUARY 13, 2025
Imagine that one of your friends gave you a new shirt as a Holiday gift. It is bright and colorful, and it was made by a top clothing company. You know the company.
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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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