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New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time. And while new clients often come in at higher fees, early clients may still be paying well below the firm's current rates.
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? Can the Fed ignore supply-chain disruptions that drive up prices? How should investors view the relationship between trade policy and inflation in the current economic environment? This week, we speak withAustan Goolsbee, president of the Federal Reserve Bank of Chicago.
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). This is the first look at a few early reporting local markets in February.
Markets Market crashes happen. (morningstar.com) How to make the most of a market downturn. (fortunesandfrictions.com) Finance Beware when a company touts it's stock, not its products. (herbgreenberg.com) Discord is talking IPO. (sherwood.news) Fund management Active ETFs are nearing $1 trillion in AUM. (etf.com) A brief history of the Firsthand Technology Value Fund.
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
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $131.4 billion in January, up $33.3 billion from $98.1 billion in December, revised. January exports were $269.8 billion, $3.3 billion more than December exports. January imports were $401.2 billion, $36.6 billion more than December imports. emphasis added Click on graph for larger image.
Technology columnist Davis Janowski discussed three recent surveys on advisor use of artificial intelligence, including one from this week's T3 conference.
The DOL reported : In the week ending March 1, the advance figure for seasonally adjusted initial claims was 221,000, a decrease of 21,000 from the previous week's unrevised level of 242,000. The 4-week moving average was 224,250, an increase of 250 from the previous week's unrevised average of 224,000. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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The DOL reported : In the week ending March 1, the advance figure for seasonally adjusted initial claims was 221,000, a decrease of 21,000 from the previous week's unrevised level of 242,000. The 4-week moving average was 224,250, an increase of 250 from the previous week's unrevised average of 224,000. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
Despite the heavy volume of active ETF launches, index-based products remain the preferred vehicles for advisors, according to new Cerulli Associates research.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, Employment Report for February. The consensus is for 158,000 jobs added, and for the unemployment rate to be unchanged at 4.0%. At 12:30 PM: Speech, Fed Chair Jerome Powell , Economic Outlook , At The University of Chicago Booth School of Business 2025 U.S.
North American securities regulators are most concerned with financial scams tied to digital assets, social media apps, and AI-driven marketing campaigns.
March 11, 2025, will mark five years since the World Health Organization proclaimed Covid-19 a pandemic. For many of us, life has changed significantly in that time, and so have our finances. Since March 2020 we’ve lived through a wide range of macroeconomic shifts: the onset of the pandemic brought a swift and sharp decline […] The post How Millennials Have Thrived in the Five Years Since Covid-19 appeared first on Wealthfront Blog.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
By MDRT Throughout the years, MDRT members have shared and refined the key fundamentals that drive their long-term success as financial advisors. Theres no secret formula just six essential principles they have consistently followed. Discover what these fundamentals are and how you can apply them to grow your business, strengthen client relationships and elevate your career.
As is traditional, the 2025 IRS tax filing deadline is April 15th. What is also unfortunately traditional is the run-up to this date, which tends to be a stressful and complicated time even at the best of times. With the most recent spate of natural disasters (such as the California wildfires and Hurricane Milton) making the tax filing process more difficult than normal for many, a tax extension can be a valuable tool for alleviating this pressure and providing much-needed breathing room.
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
SEC Commissioner Hester Peirce also said advisors should not view the new administration as a free ticket to skimp on their firms compliance requirements.
Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. Traditional SEO strategies alone are no longer enough.
Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process. A key difference lies in how income is handled.
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.
My tax guy Bill Sweet joined us on the show to discuss questions about Roth 401ks, dealing with uncertainty in a financial plan, buying a golf membership to a premium club and traditional vs. Roth assets in retirement. Further Reading: Market Timing a Recession The post What Happens in a Recession? appeared first on A Wealth of Common Sense.
When executives and board members hold significant company stock, they create a powerful alignment with shareholders. This shared ownership means leadership’s financial success directly depends on the company’s performance, encouraging decisions that build long-term value rather than just meeting quarterly targets. Leadership that owns substantial shares experiences the same market fluctuations as other investors.
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.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $16,440 for an annualized real return of 9.98%.
The market for US initial public offerings should look a lot more like the years prior to the pandemic-fueled boom, according to the head of the New York Stock Exchange.
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.
Books A Q&A with John Green, author of "Everything Is Tuberculosis: The History and Persistence of Our Deadliest Infection" (forbes.com) An unpublished excerpt from "Air-Borne: The Hidden History of the Life We Breathe," by Carl Zimmer. (sequencermag.com) An excerpt from Clay Risens forthcoming book, "Red Scare: Blacklists, McCarthyism, and the Making of Modern America.
The world’s recent experience of faster inflation may make it harder for central banks to control prices in future, former US Federal Reserve Chair Ben Bernanke said.
On Friday at 8:30 AM ET, the BLS will release the employment report for February. The consensus is for 158,000 jobs added, and for the unemployment rate to be unchanged at 4.0%. From Goldman Sachs: We estimate nonfarm payrolls rose by 170k in February , slightly above consensus of +160k but below the three-month average of +237k. Alternative measures of employment growth indicated a firm pace of job creation, and we expect continued, albeit moderating, contributions from catch-up hiring and the
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.
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