The Big Picture
MAY 5, 2025
First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. Compare that with the SPX total returns of 39,054%; BRK annualized returns are ~20%, about double that of the S&P over the same period. Those mouthwatering returns have led to a cottage industry of imitators, analytical copycats, and flattering wannabes.
Wealth Management
MAY 5, 2025
From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
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Calculated Risk
MAY 5, 2025
Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. In early April, I went on recession watch , but I'm still not yet predicting a recession for several reasons: the U.S. economy is very resilient and was on solid footing at the beginning of the year, the administration might reverse many of the tariffs (we've seen that before), and C
Wealth Management
MAY 5, 2025
Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, whos been appointed head of portfolio management.
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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
Calculated Risk
MAY 5, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Roughly Unchanged to Start New Week Mortgage rates faced a slight headwind on Monday as economic data caused weakness in the bond market. This would typically result in higher mortgage rates, but in today's case, the damage was minimal. One thing to keep in mind is that mortgage rates don't change in real time with the market.
Nerd's Eye View
MAY 5, 2025
Welcome to the May 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 Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Random Roger's Retirement Planning
MAY 5, 2025
The following from the CEO of Bitwise with a slight modification from me. Trying to improve on 60/40 is literally my hobby but the data from Charlie is not a clarion call to add more Bitcoin and crypto. Own a little, sure, why not but the solution to unreliable volatility now embedded in bonds with duration is not an asset class with even more volatility that is even less reliable.
Advisor Perspectives
MAY 5, 2025
Citigroup Inc. is ramping up lending to private equity and private credit groups, working to catch up with peers like JPMorgan Chase & Co. and Goldman Sachs Group Inc. after the bank spent years on the sidelines.
Discipline Funds
MAY 5, 2025
Here are some things I think I am thinking about this weekend: 1) Updating the Roche Recession Rule. I’ve updated the very, very famous Roche Recession Rule, which was very famously named by me and for me. I highly recommend creating your own recession rule. Unfortunately, it won’t have the same ring to it unless your name starts with an R.
Advisor Perspectives
MAY 5, 2025
Seven of the nine indexes on our world watch list have posted gains through May 5, 2025. Germany's DAXK is in the top spot with a year to date gain of 15.29%. Hong Kong’s Hang Seng is in second with a year to date gain of 14.68% while France's CAC 40 is in third with a year to date gain of 4.52%.
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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
Validea
MAY 5, 2025
Shareholder yield offers investors a complete picture of how companies return value relative to their market capitalization through three key mechanisms. First, dividend distributions provide direct cash payments from profits to shareholders. Second, stock buyback programs enhance remaining share values by reducing the number of outstanding shares. Third, debt reduction strengthens financial foundations and expands future earning potential.
Advisor Perspectives
MAY 5, 2025
Warren Buffett picked the final minute of his 60th shareholder meeting to drop a long-awaited announcement that was still completely surprising for his fans, most of his board and even his successor.
A Wealth of Common Sense
MAY 5, 2025
Today’s Talk Your Book is brought to you by Flat Rock: See here for more information on Flat Rocks CLO strategies On today’s show, we discuss: The relationship between income and volatility How interval funds work How CLOs perform during recessions What CLO equity is What happens when loans default How the CLO investment process works Standing out within private credit The CLO Investor Podcast CLO Investing.
Advisor Perspectives
MAY 5, 2025
The GDP report for the first quarter of the year showed a very engaged business sector as it rushed to try to minimize, as much as possible, the future impact of higher tariffs.
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.
Midstream Marketing
MAY 5, 2025
Key Highlights Financial advisors can transform web traffic into clients using targeted landing pages and structured sales funnels. Understanding conversion rates and creating effective lead magnets can optimise lead generation and customer retention. Strategic use of essential elements like CTAs, social proof , and a strong value proposition boosts credibility and engagement.
Advisor Perspectives
MAY 5, 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 April 2025 close.
WiserAdvisor
MAY 5, 2025
Artificial intelligence in wealth management has come a long way in just the past few years. From AI chatbots that can answer budgeting questions to robo-advisors that help you build a portfolio aligned to your risk appetite and financial goals, AI is quickly becoming a regular part of personal finance. For many people, especially younger investors or those who are just getting started, AI tools offer a simple, low-pressure way to begin their investment journey.
Advisor Perspectives
MAY 5, 2025
Inflation is caused by the growth of the money supply, and gold is a strong hedge because it rises alongside it.
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.
YouSet Insurance
MAY 5, 2025
In Canada, home and car insurance policies may renew automatically to prevent your coverage from lapsing, leaving you unprotected.
Advisor Perspectives
MAY 5, 2025
While tariff negotiations may well bear fruit eventually, investors today are trying to figure out the impact of changing trade pacts on GDP growth, interest rate levels, the value of the dollar, and the ability of the Treasury to refinance $9.2 trillion of our $36 trillion federal debt in 2025.
Calculated Risk
MAY 5, 2025
Altos reports that active single-family inventory was up 2.1% week-over-week. Inventory is now up 19.2% from the seasonal bottom in January and is increasing. Usually, inventory is up about 10% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.
Advisor Perspectives
MAY 5, 2025
Warren Buffett is retiring, but his investment advice is likely to carry weight for years to come.
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.
Wealth Management
MAY 5, 2025
Americana, an RIA on the Dynasty platform started by Morgan Stanley alumni, has recruited four advisors from the wirehouse to its Houston office.
Advisor Perspectives
MAY 5, 2025
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of April 25th, the index was at 6.038, down 1.531 from the previous week, with 4 of the 6 components in expansion territory.
Wealth Management
MAY 5, 2025
Former NBA All-Star Metta World Peace talks about his life beyond basketball, his investments, his multi-family office and his future.
Advisor Perspectives
MAY 5, 2025
While the S&P 500 index was almost unchanged in April, the dollar remained extremely weak, ending the month down over 4%.
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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.
Wealth Management
MAY 5, 2025
Raymond James will take a minority, non-controlling stake in advisors' practices in exchange for revenue to help those looking to acquire, hire or create a succession plan.
Advisor Perspectives
MAY 5, 2025
For decades, U.S. Treasuries have been universally regarded as a benchmark and a safe haven asset during periods of turmoil.
Wealth Management
MAY 5, 2025
RIA MAI Capital will integrate iCapitals tech into its custom in-house platform to manage alternative investments.
Advisor Perspectives
MAY 5, 2025
Economic data can be soft or hard. “Soft” data reflects attitudes, expectations, opinions, and feelings. It’s a step removed from the “hard” data reflecting actual events. Soft data is still valuable because future expectations shape the hard data that follows.
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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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