Wealth Management
APRIL 25, 2025
Bogart Wealth, Guiding Wealth and three other RIAs are now among the nine firms seeking to make a positive impact on clients, employees, communities and the environment, with FP Transitions joining as a strategic partner.
A Wealth of Common Sense
APRIL 25, 2025
There are two big economic trends this decade: 1. Consumers keep spending money no matter what. 2. Investors keep buying the dip no matter what. People keep waiting for these trends to break but they simply won’t. Not yet at least. What’s it going to take? One would imagine a recession would break the spending patterns for many consumers.
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Wealth Management
APRIL 25, 2025
Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.
Advisor Perspectives
APRIL 25, 2025
Consumer sentiment fell for a fourth straight month in April as ongoing economic uncertainty and inflation worries continue to drag down consumer attitudes. The Michigan Consumer Sentiment Index plummeted to 52.2 in April, one of the lowest levels on record.
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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
Wealth Management
APRIL 25, 2025
Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.
SEI
APRIL 25, 2025
SEI received a 2025 Gold Bell Seal for Workplace Mental Health from Mental Health America for its commitment to employee well-being.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
APRIL 25, 2025
Treasuries jumped after comments by a Federal Reserve official bolstered odds that the central bank will cut interest rates as early as June.
Wealth Management
APRIL 25, 2025
Cutter Financial Group was found guilty of one violation of federal securities laws, but the jury opted against finding them liable for all the SECs accusations.
Advisor Perspectives
APRIL 25, 2025
A three-day US stock rally took a breather amid deteriorating consumer sentiment and mixed corporate earnings that raised concerns about the impact of global trade war.
Wealth Management
APRIL 25, 2025
Victory Capital's Mannik Dhillon joins Ryan Nauman to discuss the rise of ETFs and the shift from mutual funds, the necessity of understanding investment strategies, the ongoing consolidation within the industry and the importance of diversification across investment processes and vehicles,
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
APRIL 25, 2025
Banking leaders and policymakers gathered for the International Monetary Fund’s spring meetings downplayed the prospect of a looming financial crisis, despite warnings that the US-led trade war threatens global market stability.
Wealth Management
APRIL 25, 2025
David Chubak to become wealth and field management head as Edward Jones continues to bolster its financial planning capabilities.
Advisor Perspectives
APRIL 25, 2025
A tax-advantaged account offers certain tax benefits to encourage individuals to save or invest for specific purposes, such as retirement, education or healthcare. These accounts can help you lower your taxable income, defer taxes or avoid taxes altogether if used for qualified expenses.
Wealth Management
APRIL 25, 2025
Apollo veteran Neil Mehta oversee the four business lines, including traditional asset management, defined contribution, tax-advantaged solutions and digital markets.
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
APRIL 25, 2025
Many retirees hold substantial assets in traditional IRAs and taxable brokerage accounts. When planning for retirement income and considering your legacy, Roth IRA conversions can be a strategic way to reduce your tax burden and maximize the wealth you pass on to your heirs.
The Big Picture
APRIL 25, 2025
This week, I speak with Jeffrey Becker , Chairman and CEO of Jennison Associates. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and also serves as an Advisory Board member of Institutional Investors U.S.
Advisor Perspectives
APRIL 25, 2025
A raft of reciprocal tariffs between China and the US could bruise China’s export revenues in the short term. But its domestically focused economic engine and shrinking dependency on US trade should minimize fallout in the long run.
Calculated Risk
APRIL 25, 2025
The advance estimate of Q1 GDP is scheduled to be released on Wednesday, April 30th. The consensus is for a 0.2% increase in real GDP, quarter-over-quarter annualized - or essentially no growth in Q1. From BofA: We expect 1Q advance GDP to print at a weak 0.4% q/q saar , largely on the back of an import surge driven by front loading ahead of the tariffs.
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
APRIL 25, 2025
Asia-Pacific will likely be the hardest hit region from a steep increase in U.S. tariffs.
Nerd's Eye View
APRIL 25, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey found that Americans' top "burning questions" when it comes to retirement include the amount they need to have saved to retire comfortably (with respondents expecting to need $1.26 million), whether Social Security will be there when they need it (with those in Generation X particularly concerned about this issue), and whether inflation will rise afte
Advisor Perspectives
APRIL 25, 2025
Uncertainty surrounding trade policy is a key driver of our forecast this quarter, which includes an increased probability of a recession.
Calculated Risk
APRIL 25, 2025
From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for March 2025. Over the past three months, the indexes increased in 43 states , decreased in four states, and remained stable in three, for a three-month diffusion index of 78. Additionally, in the past month, the indexes increased in 39 states, decreased in seven states, and remained stable in four, for a one-month diffusion index of 64.
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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
APRIL 25, 2025
As major tech firms like Apple and Microsoft report, they face questions about the impact of tariffs. Q1 results may be discounted, with strength seen as pre-tariff demand.
Calculated Risk
APRIL 25, 2025
Yesterday, in the CalculatedRisk Real Estate Newsletter on March existing home sales, NAR: Existing-Home Sales Decreased to 4.02 million SAAR in March; Down 2.4% YoY , I noted: On a month-over-month basis, median prices increased 1.7% from February and are now down 5.4% from the June 2024 peak. This is less than the normal seasonal increase in the median price for March.
Advisor Perspectives
APRIL 25, 2025
A historic sell-off enhances value, with high yields, strong fundamentals, and ample reserves mitigating policy risks.
Abnormal Returns
APRIL 25, 2025
Markets Leverage and the Treasury market go hand-in-hand. (on.ft.com) How historical market data can serve as a check on your biases. (wsj.com) Apple Apple ($AAPL) plans to shift its US iPhone production to India. (theguardian.com) The Apple ($AAPL) Watch has been a success. (sixcolors.com) AI When AI makes stuff worse. (slate.com) This AI radio host went unnoticed for months.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Advisor Perspectives
APRIL 25, 2025
Even with tariff uncertainty, there’s no stopping the engine of ETF creation. More than 288 new ETFs have already launched this year.
Abnormal Returns
APRIL 25, 2025
Listening Netflix ($NFLX) wants in on the podcast boom. (fastcompany.com) Audiobooks are a different experience from reading. (thewaiterspad.com) Technology Dwarkesh Patel talks with Ege Erdil and Tamay Besiroglu, founders of Mechanize. (youtube.com) Tyler Cowen talks with Chris Dixon author of "Read Write Own." (conversationswithtyler.com) Business Tim Ferriss talks with Rich Barton, the co-founder and co-executive chairman of Zillow and founder of Expedia.
Advisor Perspectives
APRIL 25, 2025
Tesla Inc. reported abysmal numbers for the first quarter on Tuesday evening. Naturally, Chief Executive Officer Elon Musk kicked off the call with a discussion on why he must fix America’s finances, facing down an army of alleged moochers.
Calculated Risk
APRIL 25, 2025
From ICE: ICE First Look at Mortgage Performance: Delinquencies Improved Seasonally in March but Continue to Trend Modestly Higher Intercontinental Exchange, Inc. (NYSE:ICE). today released its March 2025 First Look, which reveals that while delinquency rates edged up slightly year over year (YoY), they remain below pre-pandemic levels. The ICE First Look reports on month-end delinquency, foreclosure and prepayment statistics sourced from its loan-level database, which covers a majority of the U
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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