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Welcome everyone! Welcome to the 430th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is AJ Ayers. AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. What's unique about AJ, though, is how she and her business partner have navigated the hiring and training, and system and process challenges, that come from very r
Fun chatting with Meb! Todays guest is Barry Ritholtz, Chairman, and CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. In todays episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers of panic selling, the allure of following investment gurus, and the value of meaningful experiences over materia
The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.
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
By Antoinette Tuscano, MDRT senior content specialist Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market is near the saturation point. The urgent question then becomes, Who will I sell to if people go online and buy it themselves?
Wealth management firms traditionally work with older clients, for good reasons. However research suggests these firms increasingly risk losing future business to robos, fintechs and non-AUM planners.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. At 8:30 AM, Durable Goods Orders for February from the Census Bureau. The consensus is for a 0.7% decrease in durable goods orders.
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Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. At 8:30 AM, Durable Goods Orders for February from the Census Bureau. The consensus is for a 0.7% decrease in durable goods orders.
Two years of broad market gains made it difficult for active managers, but a shifting investment climate and increased uncertainty could create new opportunities for outperformance.
Here's a useful chart from Jake at Econompic on Twitter. He said that in real terms, investors may never get back to even. This sort of thing is exactly what I blogged about so much, albeit elsewhere, that I wanted to avoid. Going forward, who knows what interest rates further out the curve will do. Right here right now, there's no visibility for 7% on the ten year or further out but if it happens, the price drop would be almost 30%.
Gas prices rose for the first time in five weeks, experiencing their largest weekly jump in almost a year. As of March 24th, the price of regular and premium gas were up 6 and 4 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $69.11, up 2.6% from last week.
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
Snowden Lane's Rob Mooney discusses the decision to buy back a significant portion of the firms equity from its original financial backer, Estancia Capital.
The Conference Board's Consumer Confidence Index® sank to its lowest level in over four years in March. The index fell to 92.9 this month from February's upwardly revised 100.
The acquisition of GGM Wealth Advisors represents Waverlys 22nd deal since taking equity investments from Wealth Partners Capital Group and HGGCs Aspire Holdings platform in 2021.
Investors under 40 have little interest in reaching out to humans for financial advice. Rather than collaborating directly with a professional, many investors under 40 prefer a do it yourself (DIY) method that enables them to find stock market information online.
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 optimism in the stock market and the economy both took notable downturns in February, according to WealthManagement.com's monthly Advisor Sentiment Index.
Recently I have realized that cryptocurrency might be something even bigger and stranger than currency. It is not just digital money; it’s a bet on the huge global demand for financial autonomy.
I suspect many people yawned when the popular online brokerage Robinhood Markets Inc. announced it will offer sports and other prediction market derivatives, starting with betting on the NCAA March Madness basketball games.
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.
The transcript from this weeks,MiB: Jim O’Shaughnessy on Infinite Wisdom, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.
How does one create a $100 billion empire while pioneering an endless supply of transplantable organs that could save millions of lives? The first step is launching a multi-billion-dollar satellite company (SiriusXM – SIRI). The next step? Founding a biotechnology company with nothing more than a high school-level biology education all in a desperate attempt to save the life of your seven-year-old daughter from a rare heart disease that claims lives within three to five years.
Home prices continued to trend upwards in December as the benchmark national index rose for a 24th consecutive month to a 19th straight record high. The seasonally adjusted home prices for the national index saw a 0.6% increase MoM, and a 4.1% increase YoY. After adjusting for inflation, the MoM fell to 0.3% and YoY fell to -0.5%.
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.
The Federal Housing Finance Agency (FHFA) house price index (HPI) rose to 436.5 in January. U.S. house prices were up 0.2% from the previous month, as expected, and up 4.8% from one year ago. This marks the 29th consecutive monthly increase for the index.
S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 4.1% Annual Gain in January 2025 The S&P CoreLogic Case-Shiller U.S.
The world is a risky place, and high-yield debt spreads to safe US Treasury securities are close to historic levels of stinginess, signaling complacency in markets — at least on the surface. But legendary investor Howard Marks says that’s the wrong way to look at it and long-term investors should consider allocations to credit.
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.
From WardsAuto: U.S. Light-Vehicle Sales Heading for Long-Time-High Gain in March (pay content). Brief excerpt: Deliveries appear to have accelerated sharply in the middle of the month, creating momentum that could cause sales to overshoot the forecast. Conversely, overall inventory is relatively lean and could atypically decline at the end of March from February - so the acceleration could slow before the end of the month after enough stock is pulled from dealer lots. emphasis added Click on g
In today’s hyper-competitive environment, delivering an institutional-caliber portfolio isn’t just table stakes – it’s a fiduciary mandate that exceeds the scope of an individual advisor. Here is a checklist to help advisors evaluate whether their current approaches align with institutional best practices.
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 4.1% year-over-year in January Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for January ("January" is a 3-month average of November, December and January closing prices). January closing prices include some contracts signed in September, so there is a significant lag to this data.
Life’s challenges often force us to become more present, to experience each moment fully. In doing so, I discovered the importance of celebrating small victories – not just the major milestones, but the everyday wins that mark progress.
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?
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