The Big Picture
MARCH 3, 2025
Since March Madness is nearly upon us, how about a fun basketball story? I was lucky enough to be a hoops fan during the golden age of basketball: Larry Bird and Magic Johnson, the Bad Boy Detroit Pistons, Michael Jordan, and the perennially-on-the-verge-of-winning-it-all New York Knicks during the Patrick Ewing, John Starks, Charles Oakley, Anthony Mason era.
Calculated Risk
MARCH 3, 2025
From the Census Bureau reported that overall construction spending decreased: Construction spending during January 2025 was estimated at a seasonally adjusted annual rate of $2,192.5 billion, 0.2 percent below the revised December estimate of $2,196.0 billion. The January figure is 3.3 percent above the January 2024 estimate of $2,122.2 billion. emphasis added Private spending decreased and public spending increased: Spending on private construction was at a seasonally adjusted annual rate of $1
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Nerd's Eye View
MARCH 3, 2025
Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using t
Calculated Risk
MARCH 3, 2025
On Friday, I noted: Q1 GDP Tracking: Wide Range, GDPNow Goes Negative GDPNow from the Atlanta Fed went strongly negative in the most recent reading: "The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -1.5 percent on February 28". GDPNow is an excellent tracking model, however, the January surge in imports - especially for gold - caused the model to move negative.
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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
Abnormal Returns
MARCH 3, 2025
February 2025 The S&P 500 returned -1.30% in February 2025. (on.spdji.com) How major asset classes performed in February 2025. (capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market. (optimisticallie.com) Don't kid yourself, we are all hopelessly biased. (ritholtz.com) Crypto A strategic reserve of XRP, SOL, ADA, ETH and BTC makes no sense.
Calculated Risk
MARCH 3, 2025
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in January and a Look Ahead to February Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in January.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MARCH 3, 2025
Altos reports that active single-family inventory was down 0.1% week-over-week. Inventory is now up 2.4% from the seasonal bottom seven weeks ago in January and should start increasing seasonally in March. 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.
Wealth Management
MARCH 3, 2025
Prime Capital Financial has acquired SineCera Capital to launch a boutique family wealth office.
Calculated Risk
MARCH 3, 2025
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI was at 50.3% in February, down from 50.9% in January. The employment index was at 47.6%, down from 50.3% the previous month, and the new orders index was at 48.6%, down from 52.1%. From ISM: Manufacturing PMI at 50.3% February 2025 Manufacturing ISM Report On Business Economic activity in the manufacturing sector expanded for the second month in a row in February after 26 consecutive months of contraction, say the
Wealth Management
MARCH 3, 2025
SEI is building off its position as a top administrator of U.S. private assets.
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.
XY Planning Network
MARCH 3, 2025
Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. Tax law is an everchanging beast, with new rules and regulations being introduced every year. Professions are built around them, and the consequences of misreporting them can be hefty taxes from the IRS. But dont fret; we are here to help you navigate through what has changed since last year!
Wealth Management
MARCH 3, 2025
Consolidation is happening in the defined contribution industry, with plan sponsors stepping up and shaping its future.
Darrow Wealth Management
MARCH 3, 2025
Stocks and bonds differ in many aspects, including the risk and return investors can expect. Because of these differences, stocks and bonds accomplish different things in an asset allocation. When you own a stock, you’re buying a piece of equity ownership in the company. With bonds, you’re buying the issuer’s debt. Stocks have unlimited growth potential but also more volatility.
Wealth Management
MARCH 3, 2025
The large regional bank and the wealthtech giant have expanded their technology collaboration to deliver a unified client experience across the bank's wealth divisions.
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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
MARCH 3, 2025
Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. Heres the thing. Yes, the year-to-date gains we saw in January have vanished, but as weve noted before, early in a post-election year things tend to be choppy. Not to mention February is a weak month historically, especially in a post-election year.
Wealth Management
MARCH 3, 2025
Michael Carmichael manages about $190 million in assets, with offices in Arizona, New Jersey and Utah. He said both his firm and LPL were in growth mode.
NAIFA Advisor Today
MARCH 3, 2025
NAIFA) is hosting its third Womens Financial Security Fly-In March 4-5 in Washington, D.C. The event, designed to encourage the political involvement of women financial professionals, features a day of grassroots advocacy training, policy briefings, and networking. On the second day of the event, attendees from at least 18 different states will go to Capitol Hill for meetings with lawmakers and staff representing their home states and districts.
Wealth Management
MARCH 3, 2025
Two other notable February ETF launches are the first to be compliant with the SECs 2a-7 money market fund requirements.
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.
Financial Symmetry
MARCH 3, 2025
If youve been confused when filing your taxes when its time to handle your backdoor Roth contribution, youre not alone. The tricky form 8606 can cause headaches and frustration when preparing your taxes. This method allows individuals whose income exceeds the Roth IRA contribution limits to still take advantage of its tax benefits. Who Needs a Backdoor Roth IRA?
Wealth Management
MARCH 3, 2025
Two advisors joined from a larger New York-based family office, Bessemer Trust.
Validea
MARCH 3, 2025
In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s research team at Bridgewater Associates. Elliott’s decade of experience leading research at one of the world’s premier hedge funds provides a rare window into institutional-level thinking that individual investors can apply to their own portfolios.
Wealth Management
MARCH 3, 2025
In a new lawsuit, Jessica Schwartz claimed fraudsters stole over $360,000 in retirement savings, with the firm overseeing her accounts allegedly taking weeks to freeze them.
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.
FMG
MARCH 3, 2025
Financial advisors know that social media isnt just for posting updates; its for building connections. A post with meaningful comments is a post that gains traction, tells the algorithm it’s valuable, and reaches more people. If you’re not seeing those comments roll in, its time to tweak your strategy. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts.
Wealth Management
MARCH 3, 2025
You dont have to copy every finfluencer tactic, but it's worth examining why they are so compelling to the people youre trying to reach.
Alpha Architect
MARCH 3, 2025
With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. This has critical implications for portfolio construction and risk management. Understanding the StockBond Correlation was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
MARCH 3, 2025
The acquisitions of Vinoble Group and Unionview Wealth Partners are the first under the new brand and bring the firms total client assets to $8.6 billion.
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.
Don Connelly & Associates
MARCH 3, 2025
Financial advisors must manage all aspects of their advisory business to ensure client satisfaction, business growth, and profitability. That includes compliance, marketing, business operations, financial management, and professional development. But by the time youre done with all that, your time typically goes unmanaged. The bottom line is that if youre not in control of your time, youre not in control of your business.
Wealth Management
MARCH 3, 2025
With valuations at historic highs and the complexity of modern M&A transactions, the stakes have never been higher.
Validea
MARCH 3, 2025
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies must increase their dividend payments annually for a minimum of 25 consecutive years. This exclusive club currently has fewer than 70 members, representing diverse sectors from healthcare to manufacturing.
Wealth Management
MARCH 3, 2025
The ADL and JLens will largely use the ETF as a vehicle to promote Jewish-friendly causes through shareholder advocacy and to counter rising pressure on companies to boycott Israel
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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.
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