Mon.Mar 10, 2025

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Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most

Nerd's Eye View

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice. These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. In a firm's early years, there tends to be more room for experimentation, with advisors adding new services to provide value and attract clients.

Clients 245
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Part 1: Current State of the Housing Market; Overview for mid-March 2025

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-March 2025 A brief excerpt: This 2-part overview for mid-March provides a snapshot of the current housing market. Inventory, inventory, inventory! Inventory usually tells the tale. Currently Im watching months-of-supply closely. Since both inventory and sales have fallen significantly, a key for house prices is to watch months-of-supply.

Marketing 232
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Rabbithole: What Do People Get Wrong About Money?

The Big Picture

Money Delusions: What Do People Get Wrong About Money? David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). His new podcast is called “Rabbithole” because Dave does not do broad and shallow; rather, he picks a narrow topic and goes deep down the rabbithole for 30 minutes — which is only a few questions.

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AAR: Rail Carloads Down YoY in February, Intermodal Up

Calculated Risk

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. Uncertainty shapes economic cycles fueling booms, triggering busts, and driving debates about what comes next. Uncertainty abounds in the railroad industry too, where evolving demand, market conditions, and economic policies constantly create both challenges and opportunities.

Economics 162
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Live Demo - Supercharge your Month End Close

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

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Adviser links: estate uncertainty

Abnormal Returns

Advisortech The CFP Board has released guidelines for using AI. (citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. (kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. (kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes.

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Housing March 10th Weekly Update: Inventory up 0.5% Week-over-week, Up 28.3% Year-over-year

Calculated Risk

Altos reports that active single-family inventory was up 0.5% week-over-week. Inventory is now up 2.9% from the seasonal bottom eight weeks ago in January and should start increasing significantly in the Spring. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2025.

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More Trending

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How Bond ETFs Make Trading Easier and Cheaper

Alpha Architect

Bond ETFs have attracted new investors who previously never owned bonds or bond funds. Bond ETFs have made it easier for more people and institutions to start investing in bonds. How Bond ETFs Make Trading Easier and Cheaper was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Emotional Intelligence as a Missing Link in Family Wealth

Wealth Management

Families position themselves for a sustainable legacy by integrating technical and emotional expertise.

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The Importance of Temporal Diversification

Discipline Funds

As I write this the US stock market is down -2.5% on the day. It’s down about -8.5% from its peak just a few weeks ago. Then again, it’s up 11% over the last year, 38% over three years and 110% over 5 years. This is what the stock market does. Over long periods of time the stock market will go up in value because corporations accrue revenues and profits over long periods of time.

Assets 75
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Strategic Philanthropy Can Do More Than Navigate a Shifting Tax Landscape

Wealth Management

Strategic planning and preparation can equip anyone to ensure philanthropy remains a cornerstone of Americans financial stewardship.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Laying the Foundation for Your Brand

XY Planning Network

Branding isnt just about a visual identity for your business; its about defining the core of your business. Having clarity and an authentic brand communicated succinctly is the most powerful and strategic way to gain confidence, make an impact, and grow your business to life-changing levels. When your brand is deeply rooted in your purpose and unique ways (beyond advising folks on their finances), it resonates with the right audience and sets you apart from competitors.

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FINRA Books More Disciplinary Actions, But Fine Total Drops

Wealth Management

Law firm Eversheds Sutherland found FINRAs 2024 top enforcement issues were for inaccurately reporting trades, manipulating markets through spoofing and errors in options trading.

Marketing 263
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Manic Monday

Random Roger's Retirement Planning

It's an ugly Monday morning open. Last Monday I suggested getting "mentally ready for more deterioration in equities and be happy to be wrong." So there has been more deterioration. I understand not believing in holding first responder defensives but I think having some weighting to differentiated return profiles is crucial to build proper diversification.

Taxes 59
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Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families

Wealth Management

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

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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.

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5 Facts You Need to Know About Your Retirement Plan

Getting Your Financial Ducks In A Row

Many of us are covered by one or more types of defined contribution retirement plans, such as a 401(k), 403(b), 457, or any of a number of other plans. What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS. These plans are also often referred to as Qualified Retirement Plans (QRPs).

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Americana Partners Acquires Sister Dynasty Firm Based in Metro L.A.

Wealth Management

Houston-based Americana, a Dynasty firm fresh off a capital infusion from Lovell Minnick, adds its first team outside of Texas with an Los Angeles-area firm focused on the UHNW market.

Marketing 245
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Market Drama

Zoe Financial

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 10th, 2025 Watch Time: 4 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 3.1% for the week, now down 1.9% YTD. Nasdaq: Down 3.5% for the week, now down 5.8% YTD, dragged by the tech sector. MSCI EAFE (Intl. Developed Markets): Up 3.5% for the week, now up 10.9% YTD.

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FINRA Books More Disciplinary Actions, But Fine Total Drops

Wealth Management

Law firm Eversheds Sutherland found FINRAs 2024 top enforcement issues were for inaccurately reporting trades, manipulating markets through spoofing and errors in options trading.

Marketing 242
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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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Leveraging Behavioral Finance: Understanding Client Decision-Making Patterns

Don Connelly & Associates

Financial advisors looking for an edge in influencing their clients decision-making need look no further than behavioral finance. Behavioral finance is a game-changer for advisors seeking to deepen client relationships and drive better decision-making outcomes. Understanding how psychological factors influence financial decisions can help you build trust and guide clients through the emotional and cognitive challenges of investing.

Clients 52
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Q&A: REIT Performance Holds Up in Low- and High-Rate Environments

Wealth Management

Industry association Nareit published a series of research pieces examining REIT performance in different rate regimes.

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Tariffs, Inflation, Market Volatility – Oh My!

Gen Y Planning

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. We’d like to address your most common questions and provide some perspective on what this means for your financial plan. Understanding Tariffs With all the talk of tariffs in the news, its leaving many investors asking: What, exactly, are tariffs?

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Carson Group Hires Former Envestnet Executive as CTO

Wealth Management

Ramesh Vaswani will take over as CTO at Carson Group, which has been run by a technology council for the past year and a half.

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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

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.

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Talk Your Book: A Better 60/40 Portfolio

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by Aptus Capital Advisors: See here for more information on the full suite of active ETFs and services provided by Aptus On today’s show, we discuss: Who Aptus is The profile of the typical advisor Aptus works with Why option strategies are getting popular How to replace traditional allocation with option strategies Shifting to riskier portfolios using option strategie.

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International Women’s History Month: Women in SMAs

Wealth Management

Women will be the largest beneficiaries of the wealth transfer and control much of the $30 trillion in financial assets. So, do financial advisors need to take this demographic power shift seriously?

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Falling Gas Prices Could Provide a Boost to Consumer Spending

Advisor Perspectives

We highlight some underreported positive developments that could keep economic growth on track and support higher equity prices in the months ahead.

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Social Media Mistakes Financial Advisors Make (And How to Fix Them)

Indigo Marketing Agency

Social Media Mistakes Financial Advisors Make (And How to Fix Them) Did you know that 73% of marketers think their social media marketing efforts have been either somewhat or very effective for their business? Financial advisors know social media marketing is effective, so they post. So whats the problem? Far too many see little to no results. You might be getting likes and comments, but the goal is to turn those interactions into new leads and clients.

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Book of Secrets on the Month-End Close

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.

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Multiple Jobholders Account for 5.5% of Workers in February 2025

Advisor Perspectives

Multiple jobholders account for 5.5% of civilian employment, the highest level since 2009. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

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Unveiling the Truth: Referral Marketing for Financial Advisors

Midstream Marketing

Key Highlights Unlock Growth: Referral programs are a cornerstone for sustainable growth in the financial advisory landscape, helping to lock in your referral pipeline. The key takeaway? A successful referral program can significantly boost business performance. Client-Centric Approach: Prioritizing customer experience and building strong relationships is crucial for referrals.

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These Unpopular Mortgages May Be the Key to Affordable Housing

Advisor Perspectives

A lack of affordability has hindered housing transactions the past two years, frustrating would-be buyers and, more recently, hammering the stocks of developers.

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Global equity markets get in the mix amid volatility.

SEI

Global equity markets, as measured by the MSCI ACWI Index, lost ground in February.

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Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

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?