Nerd's Eye View

FEBRUARY 6, 2025

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

Communication 195

Communication Clients Financial Advisor Sales 195

Calculated Risk

FEBRUARY 6, 2025

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.

Manufacturing 162

Manufacturing Numbers 162

The Big Picture

FEBRUARY 6, 2025

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.

Marketing 296

Marketing Marketing 296

Calculated Risk

FEBRUARY 6, 2025

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.

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162

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Accounting

Wealth Management

FEBRUARY 6, 2025

Jaguars defensive lineman Arik Armstead would "rather live like a prince forever than live like a king for a little bit.

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294

Calculated Risk

FEBRUARY 6, 2025

Notes: This CoreLogic House Price Index report is for December. The recent Case-Shiller index release was for November. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: Home Price Growth Ticks Up Slightly in December The national home price gain was 3.4% year over year in November 2024, down from the 5.2% growth recorded in the same month of 2023.

Insurance 147

Insurance Taxes Sales Marketing 147

Calculated Risk

FEBRUARY 6, 2025

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.

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147

Wealth Management

FEBRUARY 6, 2025

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.

Wealth Advisor 263

Wealth Advisor 263

Calculated Risk

FEBRUARY 6, 2025

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.

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147

Wealth Management

FEBRUARY 6, 2025

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.

Marketing 262

Marketing Marketing 262

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Sales

A Wealth of Common Sense

FEBRUARY 6, 2025

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.

Marketing 113

Marketing Marketing Retirement Planning Taxes 113

Wealth Management

FEBRUARY 6, 2025

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.

CFP 256

CFP Retirement Planning 256

Carson Wealth

FEBRUARY 6, 2025

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.

Taxes 60

Taxes Retirement Tax Planning Planning 60

Wealth Management

FEBRUARY 6, 2025

The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firms corporate RIA.

Wealth Management 249

Wealth Management Management 249

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Accounting

Validea

FEBRUARY 6, 2025

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.

Debt Management 52

Debt Management Investing Investments Sales 52

Wealth Management

FEBRUARY 6, 2025

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.

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240

Advisor Perspectives

FEBRUARY 6, 2025

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.

Valuation 64

Valuation 64

Wealth Management

FEBRUARY 6, 2025

Jaguars defensive lineman Arik Armstead would "rather live like a prince forever than live like a king for a little bit.

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233

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Assets

Advisor Perspectives

FEBRUARY 6, 2025

A look at our most widely read articles for January reveals a motley crew, ranging from thought pieces on best practices for managing your advisory firm to explorations of the potential for stock market disaster.

Education 59

Education Management Marketing Marketing 59

Wealth Management

FEBRUARY 6, 2025

A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.

Strategic Planning 229

Strategic Planning Planning 229

Accounting for Good

FEBRUARY 6, 2025

When managing your NFP organsiations finances, one of the most important decisions youll make is how to track income and expenses.

Management 52

Management 52

Wealth Management

FEBRUARY 6, 2025

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.

Financial Advisor 213

Financial Advisor 213

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

Advisor Perspectives

FEBRUARY 6, 2025

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.

Marketing 52

Marketing Marketing 52

Wealth Management

FEBRUARY 6, 2025

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.

Assets 173

Assets 173

Advisor Perspectives

FEBRUARY 6, 2025

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.

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52

Wealth Management

FEBRUARY 6, 2025

Rich Steinmeier always wanted to lead a company, but that timeline suddenly became expedited with the firing of LPL CEO Dan Arnold.

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159

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Advisor Perspectives

FEBRUARY 6, 2025

The resilience of the labor market over the past year has, in large part, been about strength in sectors such as education, health care and government that are somewhat immune to economic cycles.

Marketing 52

Marketing Marketing Education Government 52

Wealth Management

FEBRUARY 6, 2025

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.

Clients 159

Clients 159

Advisor Perspectives

FEBRUARY 6, 2025

The best performing US blue-chip bond funds of 2024 are sticking to their winning playbook: investing in debt from riskier blue-chip companies, as well as firms that can handle economic turbulence — and avoiding corporations sensitive to interest-rate risk.

Economics 52

Economics Investing Investments 52

Wealth Management

FEBRUARY 6, 2025

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.

Clients 141

Clients 141

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

Clients