Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4% of advisor compensation, while commission-based revenues have declined to 23% of an average advisor's revenue.

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Financial Planner Commission Communication Clients 227

The Big Picture

MARCH 21, 2025

This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy Ventures. Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. He also served as Senior Managing Director and Executive Director of Systematic Equity for Bear Stearns.

Government 179

Government Management Assets Investments 179

Calculated Risk

MARCH 21, 2025

Today, in the CalculatedRisk Real Estate Newsletter: Lennar: "Didn't see typical seasonal pickup after February" Full text: This is a short note The Lennar headline is from a comment this morning. This is just one anecdote, but I believe the housing market will be impacted by policy. I started the year taking Fed Chair Jerome Powells approach to the impact of policy: Id wait to see what was implemented before changing my outlook.

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Sales Investments Investing Marketing 162

Wealth Management

MARCH 21, 2025

WalletHub's study of cities with the most people in financial distress found that many Texans and Floridians are experiencing tough times.

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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

Accounting

Calculated Risk

MARCH 21, 2025

NOTE: An update to the gold adjusted GDPNow will be released on March 26th. Based on the previous adjustment, it appears GDPNow (adjusted) is slightly positive for Q1. (For more on the gold adjustment, see For GDP Forecasters, Some Gold Doesn't Glitter From BofA: Our 1Q GDP tracking remains unchanged at 1.9% q/q saar and our 4Q GDP tracking also remained at 2.3% q/q saar since our last weekly publication.

Sales 147

Sales Investments Investing 147

Wealth Management

MARCH 21, 2025

Amplify's Vickie Lewin discusses the challenges and solutions for advisors modernizing their technology.

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Abnormal Returns

MARCH 21, 2025

Markets Nvidia ($NVDA) stock is struggling. (sherwood.news) European stocks are not struggling. (ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. (disciplinefunds.com) ETFs The major players are rushing to launch money market fund ETFs. (riabiz.com) ETF traders are now seeing the downside of leverage.

Engineering 130

Engineering Manufacturing Media Economy 130

Wealth Management

MARCH 21, 2025

More than a decade after its 2012 launch, Citis experiment has ended with disappointed billionaires, a bitter legal battle and a lesson on the pitfalls of marketing private assets.

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Assets Marketing Marketing 267

Alpha Architect

MARCH 21, 2025

The empirical research we have reviewed shows that the (hidden) costs of index construction and rebalancing policies to investors are about 10 times the expense ratios. Adverse Effects of Index Replication was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Investing Investments 76

Wealth Management

MARCH 21, 2025

The SEC accused Cambridge Investment Research's RIA business of breaching its fiduciary duty in recommending certain mutual funds and money market sweep funds.

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Fiduciary Duty Investments Investing Marketing 264

Speaker: Kim Beynon, CPA, CGMA, PMP

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.

Management

Carson Wealth

MARCH 21, 2025

Welcome back to Carsons Take Five with Ryan Detrick and Sonu Varghese! This week, we break down the recent 10% stock market correction, why its happening, and whether investors should be worried. With markets pulling back sharply, we provide historical context, discuss the role of tariffs, and explain why volatility is normal. Plus, we check in live from Chicagos St.

Marketing 52

Marketing Marketing Economics Investments 52

Wealth Management

MARCH 21, 2025

Touchstone Wealth has recruited advisors from Thrivent and RIA Vinity.

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Recruitment 261

Carson Wealth

MARCH 21, 2025

There are many options for charitable giving, including simple one-time gifts or annual checks to your favorite causes. But you might consider increasing your impact by setting up a structured , long-term philanthropic plan such as an endowment. What Is an Endowment? An endowment is a portfolio of assets that is invested to provide support for a cause.

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Distribution Nonprofit Government Taxes 52

Wealth Management

MARCH 21, 2025

Stansberry Asset Management's Mario Valente discusses the benefits of investing in fixed income through SMAs and provides a recap of the current fixed income environment.

Investments 237

Investments Investing Assets Management 237

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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

Clients

Mullooly Asset Management

MARCH 21, 2025

The New Rainy Day Fund: Your 401k Key Take-aways: 4.8% of 401k account holders took hardship withdrawals in 2024, up from 3.

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Accounting Planning 52

Wealth Management

MARCH 21, 2025

Feature on Estate Planning & Taxation

Estate Planning 179

Estate Planning Planning 179

Random Roger's Retirement Planning

MARCH 21, 2025

One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. We've looked at GAA once or twice. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives. I think the strategy borrows a little from all-weather and Permanent Portfolio.a little.

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Asset Allocation Portfolio Assets Numbers 52

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

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.

Management

Advisor Perspectives

MARCH 21, 2025

Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an up-and-coming firm.

Clients 64

Clients 64

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies.

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

Advisor Perspectives

MARCH 21, 2025

The yield on the 10-year note ended March 21, 2025 at 4.25%. Meanwhile, the 2-year note ended at 3.94% and the 30-year note ended at 4.59%.

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SEI

MARCH 21, 2025

Start your breakaway journey by clicking below.

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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.

Numbers

Advisor Perspectives

MARCH 21, 2025

The Fed held the federal funds rate steady and signaled two rate cuts this year, despite expecting inflation to remain elevated.

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Abnormal Returns

MARCH 21, 2025

Listening What even is a podcast any more? (bloomberg.com) The case for quitting Spotify ($SPOT), or at least it's algorithm. (vox.com) How Not to Invest Meb Faber talks with Barry Ritholtz author of "How Not to Invest: The ideas, numbers, and behavior that destroy wealthand how to avoid them." (podcasts.apple.com) Josh Brown talks with Barry about the book.

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Numbers Investments Investing 130

Advisor Perspectives

MARCH 21, 2025

The Federal Reserve’s decision to leave interest rates unchanged was right — but easy to misinterpret.

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Validea

MARCH 21, 2025

Valideas Strategy of the Week highlights one of our guru-based models, offering an inside look at its fundamental criteria, why they matter, and the top stocks currently favored by the strategy. This feature blends timeless investing wisdom with actionable ideas, helping you better understand and apply these proven approaches in your own investment process.

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Risk Management Valuation Portfolio Sales 52

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.

Accounting

Advisor Perspectives

MARCH 21, 2025

Muni issuers are generally sound, so cuts in aid would be felt but dealt with.

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Harness Wealth

MARCH 21, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. First, we cover the reinstatement of 7,000 recently laid-off Internal Revenue Service (IRS) probationary employees who have been placed on administrative leave pending legal proceedings. We also highlight a report on unruly crowds at IRS tax assistance events last year. Additionally, we dive into the American Institute of Certified Public Accountants (AICPA) 2025 tax priorities, including a push to raise the Form 1099-

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Taxes Accounting Government Clients 52

Advisor Perspectives

MARCH 21, 2025

The Federal Reserve held rates steady today, but downgraded the outlook for economic growth in the year ahead. Policy changes in Washington, looming tariffs, and a cautious consumer have made “uncertainty” the new favorite word in the Fed’s vocabulary.

Economics 52

Economics 52

A Wealth of Common Sense

MARCH 21, 2025

During bull markets there are always certain investors who take things too far. They chase performance, take on too much leverage, speculate on fad investment themes and abandon diversification. Then the tide goes out and we find out who’s been swimming naked as Warren Buffett likes to say. Bear markets and corrections also cause mistakes on the opposite end of the spectrum.

Marketing 71

Marketing Marketing Investments Investing 71

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Accounting