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The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. And at the same time, prospects are likely to feel vulnerable and equally nervous with their own set of concerns – how to present themselves to the advisor, what questions to ask, and how to explain their issu
On Friday at 8:30 AM ET, the BLS will release the employment report for January. The consensus is for 170,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. There were 256,000 jobs added in December, and the unemployment rate was at 4.1%. IMPORTANT NOTE: For the household survey, new population controls will be used - and this will boost overall household employment.
Previously : 1 2 3 See also : Is This a Bubble? (Ben Carlson, January 31, 2025) Tulipomania! (The Paris Review, February 3, 2014) The post Tulipmania! appeared first on The Big Picture.
The DOL reported : In the week ending February 1, the advance figure for seasonally adjusted initial claims was 219,000 , an increase of 11,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 207,000 to 208,000. The 4-week moving average was 216,750, an increase of 4,000 from the previous week's revised average.
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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Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. Under his leadership, more than 25 employees have bolstered their professional skills and received in-house promotions.
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. Under his leadership, more than 25 employees have bolstered their professional skills and received in-house promotions.
Today, in the Calculated Risk Real Estate Newsletter: MBA: Mortgage Delinquencies Increased Slightly in Q4 2024 A brief excerpt: From the MBA: Mortgage Delinquencies Increase in the Fourth Quarter of 2024 T he delinquency rate for mortgage loans on one-to-four-unit residential properties increased to a seasonally adjusted rate of 3.98 percent of all loans outstanding at the end of the fourth quarter of 2024 , according to the Mortgage Bankers Associations (MBA) National Delinquency Survey.
Capstone Wealth Advisors, an independent advisory team of six advisors and four support staff led by Ryan Skogstad, represents Wealth Enhancement's first acquisition of the year.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM: Employment Report for December. The consensus is for 170,000 jobs added, and for the unemployment rate to be unchanged at 4.1%. NOTE: For the household survey, new population controls will be used - and this will boost overall household employment.
Trading volume in the public debt market set anall-time highlast year, while the proliferation of private creditis estimatedby some to eventually reach $30 trillion.
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.
Bill Sweet joined me on the show this week to discuss questions about the tax benefits of owning rental properties, the tax implications of an inheritance, retirement planning for military service members and how tariffs work. Further Reading: The U.S. Housing Market vs. The Canadian Housing Market The post The U.S. Housing Market vs. The Australian Housing Market appeared first on A Wealth of Common Sense.
Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.
Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. While some changes simply adjust for inflation, others create brand new opportunities to strengthen your financial position.
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.
A couple of interesting ETFs to look at today. First is a filing for the USCF Endowment Alternatives ETF. The target allocation will be 35% to private equity, 20% to private credit, 20% to a combo of commodities and infrastructure and the last 10% to real estate. Most of the fund will be in exchange traded products so it will be targeting some holdings it believes can serve as proxies for private assets along with up to 15% in actual private assets.
Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona-based advisors seek independence by moving to LPLs RIA platform.
Shareholder yield measures the total value a company returns to investors compared to its market value, encompassing three key elements. Dividend yield represents direct cash payments to shareholders from profits. Share buybacks create the second component, as repurchasing stock increases the value of remaining shares. The third element comes from debt reduction, which strengthens the company’s financial position and enhances its potential for future earnings growth.
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.
With the Q4 GDP advance estimate and the January close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 205.1%, down slightly from the previous quarter.
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What drives the industrys top advisors and teams? This industry update with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
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.
International Assets Advisorys Matthew Lampman will work alongside CEO Ed Confrancesco to run the firm and the platforms for its more than 200 registered representatives.
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024 but fell slightly in January. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
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?
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the January 2025 close.
Alisa Maute, a former executive vice president at LPL, will lead Mercers client development team, which has doubled in size over the past two years to more than 100 professionals.
Why would a bank suddenly shut down a customer’s adequately funded account? Some leading Republicans, echoing tech titans like Marc Andreessen, have warned of a conspiracy among regulators to “debank” conservatives and crypto enthusiasts.
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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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