Calculated Risk

APRIL 24, 2025

From the NAR: Existing-Home Sales Receded 5.9% in March Existing-home sales descended in March, according to the National Association of REALTORS. Sales slid in all four major U.S. regions. Year-over-year, sales dropped in the Midwest and South, increased in the West and were unchanged in the Northeast. Total existing-home sales completed transactions that include single-family homes, townhomes, condominiums and co-ops fell 5.9% from February to a seasonally adjusted annual rate of 4.02 millio

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Sales 257

Wealth Management

APRIL 24, 2025

Fee-for-service models can provide steady revenue that isnt tied to markets, according to an AdvicePay report.

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Marketing Marketing 262

Calculated Risk

APRIL 24, 2025

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 4.02 million SAAR in March; Down 2.4% YoY Excerpt: Sales in March (4.02 million SAAR) were down 5.9% from the previous month and were 2.4% below the February 2024 sales rate. This was the 2nd consecutive month with a year-over-year decline, following four consecutive months with a year-over-year increases in sales.

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Sales 179

Wealth Management

APRIL 24, 2025

The tariff policy uncertainty and resultant market volatility have created a challenging market environment for investors and fund managers.

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Management Marketing Marketing 243

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Accounting

Calculated Risk

APRIL 24, 2025

The DOL reported : In the week ending April 19, the advance figure for seasonally adjusted initial claims was 222,000, an increase of 6,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 215,000 to 216,000. The 4-week moving average was 220,250, a decrease of 750 from the previous week's revised average.

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Wealth Management

APRIL 24, 2025

Wellington-Altus Private Wealths Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry.

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Wealth Management Financial Advisor Management 218

Wealth Management

APRIL 24, 2025

Financial advisors can guide clients through healthcare proxy selection with practical tips, scenarios and strategies to ensure end-of-life wishes are documented and honored.

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Healthcare Financial Advisor Clients 208

Calculated Risk

APRIL 24, 2025

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: AT 10:00 AM ET, University of Michigan's Consumer sentiment index (Final for April). The consensus is for a reading of 50.8.

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Wealth Management

APRIL 24, 2025

How you manage your practice today could have a major impact on its value when it comes time for a liquidity event.

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Management 191

Validea

APRIL 24, 2025

Blending technical strength with fundamental quality, Twin Momentum creates a robust framework for identifying exceptional investment opportunities. This dual-lens methodology targets only those companies exhibiting superior performance in both price action and business fundamentals – specifically, those ranking in the top quintile across both dimensions.

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Food Assets Sales Investing 52

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.

Accounting

Wealth Management

APRIL 24, 2025

Weighing two paths to digital and diversified property investments.

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Investing Investments 191

A Wealth of Common Sense

APRIL 24, 2025

Barry Ritholtz joined me on the show to answer more questions about the best case trade war scenarios, how to manage $4 million, where to stash your down payment savings and how to prepare for a recession. Further Reading: Getting Long-Term Bullish The post Are You Bullish or Bearish? appeared first on A Wealth of Common Sense.

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Management Marketing Marketing 76

Wealth Management

APRIL 24, 2025

Matt Matrisian, who headed growth efforts at AssetMark, will work on acquisitions and improving advisor services for SEIA.

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Advisor Perspectives

APRIL 24, 2025

New orders for manufactured durable goods rose to $315.73B in March. This represents a 9.2% increase from the previous month and a 11.9% rise from one year ago. The latest reading was higher than the projected 2.1% monthly growth.

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Manufacturing 69

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.

Management

Wealth Management

APRIL 24, 2025

Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+ will have asset targets of 60% publicly traded debt and 40% private credit, including direct loans and asset-backed credit.

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Retail Assets 179

Advisor Perspectives

APRIL 24, 2025

Rising tariffs and the weakening dollar are casting a shadow on companies’ profit guidance this earnings season, with more damage seen unfolding over the coming quarters.

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Wealth Management

APRIL 24, 2025

In a complaint made public today, the former Securities America CEO claimed Osaic hadnt paid him the full amount per his separation agreement.

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Sales 165

Walkner Condon Financial Advisors

APRIL 24, 2025

Walkner Condon Financial Advisors is recognized on USA TODAYs 2025 list of the Top Registered Investment Advisor (RIA) Firms. It ranks #1 in Wisconsin for second straight year and #32 nationally.

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Investment Advisor Financial Advisor Investing Investments 52

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Clients

Wealth Management

APRIL 24, 2025

Kevin Keefe, who left Realta in February, joins the C-Suite of San Diego-based Independent Financial Group, a privately-held independent broker/dealer.

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Advisor Perspectives

APRIL 24, 2025

A group of ETF traders are betting against a spirited rebound in the stock market, as they pay up for short positions and withdraw money from bullish strategies.

Marketing 52

Marketing Marketing 52

Wealth Management

APRIL 24, 2025

Kevin Keefe, who left Realta in February, joins the C-Suite of San Diego-based Independent Financial Group, a privately-held independent broker/dealer.

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Advisor Perspectives

APRIL 24, 2025

Existing home sales sank in March with their largest monthly decline since 2022. According to the National Association of Realtors (NAR), existing home sales fell 5.9% from February, hitting a seasonally adjusted annual rate of 4.02 million units in March.

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Sales 52

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.

Distribution

Wealth Management

APRIL 24, 2025

Feature on International Practice

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Advisor Perspectives

APRIL 24, 2025

The Kansas City Fed Manufacturing Survey revealed regional activity declined modestly in April, with the composite index at -4. This marks the 20th consecutive month the index has been negative. Future expectations stayed positive, though they eased from 10 in March to 6 in April.

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Manufacturing 52

WiserAdvisor

APRIL 24, 2025

Figuring out whether your savings are enough for retirement is not always straightforward. It is common to feel unsure, especially as you move closer to retirement. You may wonder if you are doing enough or if your current savings will last. You may also worry about making changes to your savings strategy to ensure you are on track with your goals. Working with a financial advisor can be a great step forward.

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Retirement Retirement Planning Financial Advisor Healthcare 40

Advisor Perspectives

APRIL 24, 2025

The bond market has been extremely volatile the past couple of weeks since the introduction of global tariffs by the US. Bond yields have sold off almost 50 basis points, and today we'd like to examine why did that occur, what's next, and how should investors think about duration in this environment?

Marketing 52

Marketing Marketing 52

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.

Management

The Big Picture

APRIL 24, 2025

Let us stop for a moment to consider all that is going on with the new administration’s new economic trade policies at ~100 days. There is a new tariff policy that is (by design) threatening the pre-existing global trade order. This has led to what looks like the early stages of capital flight, as both the dollar and US Treasuries have been sold off.

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Economy Economics Management Financial Market 268

Advisor Perspectives

APRIL 24, 2025

Recent volatility has pushed yields to historically high levels, potentially creating opportunities in municipal bonds, especially for higher-net-worth investors.

Marketing 52

Marketing Marketing 52

Carson Wealth

APRIL 24, 2025

Many of us all but ignore our retirement accounts for much of our working livesmost likely only vaguely aware of the portion of our paychecks going into our 401(k)s. If this describes you, its time to give retirement savings more attentionparticularly in the case of IRAs. An IRA is one of the most powerful retirement savings tools available, and the most common options are a traditional IRA and a Roth IRA.

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Retirement Distribution Taxes Retirement Planning 117

Advisor Perspectives

APRIL 24, 2025

A fundamental lesson in finance is a security’s price should be the present value of all future cash flows.

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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.

Numbers