Wealth Management
MAY 13, 2025
Up to $30 billion in mutual fund marketing and distribution fees could be at risk if the SEC approves dual share classes. The Mag Seven stocks have regained momentum in recent weeks, but will that last? These are among the investment must reads we found this week for financial advisors.
Calculated Risk
MAY 13, 2025
From the NY Fed: Change in Household Debt Balances Mixed; Student Loan Delinquencies Rise Sharply The Federal Reserve Bank of New Yorks Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows total household debt increased by $167 billion (0.9%) in Q1 2025, to $18.20 trillion. The report is based on data from the New York Feds nationally representative Consumer Credit Panel.
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Wealth Management
MAY 13, 2025
The tech platform provider adds $230 million in Series G funding, which it will use primarily to provide liquidity to employee shareholders.
Nerd's Eye View
MAY 13, 2025
Welcome everyone! Welcome to the 437th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Slott. Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs. What's unique about Ed, though, is how he has been able to charge premium fees for his accounting and education services over time by becoming a nationally r
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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
Wealth Management
MAY 13, 2025
TFO Family Office Partners' Chris Erblich details the purpose-driven evolution of the firm into three entities: a full-service multi-family office, a wealth management firm and a South Dakota public trust company.
Calculated Risk
MAY 13, 2025
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent on a seasonally adjusted basis in April, after falling 0.1 percent in March, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.3 percent before seasonal adjustment. The index for shelter rose 0.3 percent in April, accounting for more than half of the all items monthly increase.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
MAY 13, 2025
Today, in the Calculated Risk Real Estate Newsletter: MBA: Mortgage Delinquencies Increased Slightly in Q1 2025 A brief excerpt: From the MBA: Mortgage Delinquencies Increase Slightly in the First Quarter of 2025 The delinquency rate for mortgage loans on one-to-four-unit residential properties increased to a seasonally adjusted rate of 4.04 percent of all loans outstanding at the end of the first quarter of 2025, according to the Mortgage Bankers Associations (MBA) National Delinquency Survey.
Wealth Management
MAY 13, 2025
bQuest this week launched a turnkey client support platform built with fiduciary advisors in mind, meant to help them deliver vetted aging care-related services as an extension of their core financial planning model.
Calculated Risk
MAY 13, 2025
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in April. The 16% trimmed-mean Consumer Price Index increased 0.2%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics (BLS) monthly CPI report".
Wealth Management
MAY 13, 2025
Alternative investments fintech iCapital has agreed to acquire Citi Global Alternatives, which manages over 180 alternatives funds globally.
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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
Calculated Risk
MAY 13, 2025
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned two years ago when services less rent of shelter was up around 8% year-over-year. This declined and is now up 3.3% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through April 2025.
Wealth Management
MAY 13, 2025
DC plan record keepers are primed to fill a potential retirement advice void.
Calculated Risk
MAY 13, 2025
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.
Wealth Management
MAY 13, 2025
Edward Jones also reported higher client assets quarter-on-quarter as it seeks to broaden its services and improve its home office capabilities for advisors.
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.
Abnormal Returns
MAY 13, 2025
Quant stuff The case for upping the complexity of your models. (alphaarchitect.com) Some recent academic research including 'Bond Factor Momentum and Its Predictability for Stock Returns.' (alphainacademia.substack.com) A review of "Reminiscences of a Bond Operator: A Guide to Investing in Corporate Debt" by Mark A. Rieder. (blogs.cfainstitute.org) Research Why profitability matters.
Wealth Management
MAY 13, 2025
LPL agreed to dismiss a lawsuit alleging that Ameriprise had sent misleading information to customers about a potential data breach.
Advisor Perspectives
MAY 13, 2025
For my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious, strategic asset for modern investors. After years of pounding the table, it feels pretty good to say that the world’s central banks—and now the U.S. banking system—are finally catching up.
Wealth Management
MAY 13, 2025
Firms should expect a "small number" of enforcement actions stemming from the targeted exam sweep launched in the wake of FTX's collapse, according to a FINRA enforcement exec.
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.
Advisor Perspectives
MAY 13, 2025
The NFIB Small Business Optimism Index dropped for a fourth straight month, falling to 95.8 in April. Notably, the percent of small business owners who reported difficulty filling job openings fell to its lowest level since January 2021.
Diamond Consultants
MAY 13, 2025
A strategic approach to balancing your fiduciary responsibilities with the demands of running your practicewhile keeping a pulse check on opportunities for the future. In the world of wealth management, making a significant business move isnt just about opportunityits about preparation. Performing your due diligence ensures youre making informed decisions that protect your business and your clients.
Advisor Perspectives
MAY 13, 2025
Gas prices dropped to their lowest level in seven weeks. As of May 12th, the price of regular gas down 3 cents while premium gas was unchanged from the previous week.
NAIFA Advisor Today
MAY 13, 2025
Bobby Johnson is an experienced general agent and sales and distribution executive in the financial services industry. He leads life insurance distribution strategies, focusing on expanding agent partnerships and enhancing customer experiences. Bobby's commitment to collaboration and innovation is evident in his active involvement in initiatives that benefit both agents and clients alike.
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.
Advisor Perspectives
MAY 13, 2025
The price of Wegovy, Novo Nordisk’s blockbuster weight-loss drug, is $1,349 a month in the US; in Germany, it’s $328. The US price for Keytruda, a cancer treatment, is $191,000 a year; in Japan, it’s $44,000.
SEI
MAY 13, 2025
SEI has released several papers in recent weeks on the importance of staying committed to a strategic investment portfolio even when markets are experiencing downside volatility.
Advisor Perspectives
MAY 13, 2025
Household debt increased by 167 billion (0.93%) in Q1 2025, reaching $18.20 trillion. The overall rise was driven by increases to student loan and mortgage balances.
Tobias Financial
MAY 13, 2025
With constant headlines about market swings, economic policy changes, and financial uncertainty, its easy to feel overwhelmed. But reacting emotionally to every shift in the news can lead to short-term decisions that may not align with your long-term goals. Having an experienced financial advisor by your side can help you stay grounded in your plan, even when markets feel anything but steady.
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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.
Advisor Perspectives
MAY 13, 2025
Inflation cooled for a third straight month in April, hitting its lowest level in over four years. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.3% year-over-year, down from 2.4% in March and lower than the expected 2.4% growth.
Validea
MAY 13, 2025
When it comes to long-term stock investing, two time-tested ideas often stand out: follow the fundamentals and follow the insiders. At Validea, we can bring these concepts together by identifying stocks that not only score highly according to our guru-based fundamental models but also identify high levels of insider ownership a powerful combination that can increase investor confidence. 1.
Advisor Perspectives
MAY 13, 2025
Companies are launching a number of debt deals designed to pay out a dividend to their private equity owners, at a time when buyout firms are under pressure to return money to clients.
Validea
MAY 13, 2025
The NASDAQ 100 has experienced a remarkable decade-long run, delivering impressive returns for investors across this extended period. However, beneath the surface of this broad index performance lies a more nuanced reality: individual companies continue to offer fundamental value despite the index’s overall appreciation. While market commentators sometimes characterize entire indices as overpriced after such extended growth periods, this oversimplified view fails to acknowledge that indivi
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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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