Calculated Risk
FEBRUARY 19, 2025
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.366 million Annual Rate in January A brief excerpt: Total housing starts in January were below expectations; however, starts in November and December were revised up. The third graph shows the month-to-month comparison for total starts between 2024 (blue) and 2025 (red).
Nerd's Eye View
FEBRUARY 19, 2025
When a client first begins working with an advisor, the relationship is often marked with a flurry of onboarding tasks, immediate issues to resolve, and long-term planning goals to establish. However, this heightened activity often settles into a familiar routine over time. And as clients come into monitoring meetings, they may increasingly describe their situation as "fine", with no pressing issues to address.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
FEBRUARY 19, 2025
From the Fed: Minutes of the Federal Open Market Committee, January 2829, 2025. Excerpt: With regard to the outlook for inflation, participants expected that, under appropriate monetary policy, inflation would continue to move toward 2 percent, although progress could remain uneven. Participants cited various factors as likely to put continuing downward pressure on inflation, including an easing in nominal wage growth, well-anchored longer-term inflation expectations, waning business pricing pow
Abnormal Returns
FEBRUARY 19, 2025
Podcasts Peter Lazaroff talks with Charley Ellis why most investors fail. (peterlazaroff.com) Dan Haylett talks with Leisa Peterson about re-writing our financial narratives. (humansvsretirement.com) Brendan Frazier talks with Tom Pendergast about searching for meaning in retirement. (podcasts.apple.com) Benjamin Brandt talks with Daniel Crosby about the five pillars of a fulfilling retirement.
Advertisement
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
FEBRUARY 19, 2025
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in January were at a seasonally adjusted annual rate of 1,366,000. This is 9.8 percent below the revised December estimate of 1,515,000 and is 0.7 percent below the January 2024 rate of 1,376,000. Single-family housing starts in January were at a rate of 993,000; this is 8.4 percent below the revised December figure of 1,084,000.
Wealth Management
FEBRUARY 19, 2025
LPL's Alts Connect is powered by SUBSCRIBE, which provides the technology infrastructure for digitizing the alternative investment subscription and reporting processes.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 19, 2025
The target allocation and target risk portfolios include a mix of active and passive proprietary and third-party ETFs.
Calculated Risk
FEBRUARY 19, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for an increase to 216 thousand from 213 thousand last week. Also at 8:30 AM, The Philly Fed manufacturing survey for February. The consensus is for a reading of 25.4, down from 44.3.
Wealth Management
FEBRUARY 19, 2025
The capability to integrate with other systems will let advisors manage publicly traded and private investments together.
Indigo Marketing Agency
FEBRUARY 19, 2025
Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more. Today, less than 20 years later, digital marketing is the number-one marketing medium used for growing businesses, including financial advisory firms, and all the other m
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.
Wealth Management
FEBRUARY 19, 2025
These include private fund benchmarks, various data management improvements and cash flow forecasting.
Harness Wealth
FEBRUARY 19, 2025
Beneficial Ownership Information (BOI) reporting is part of the Corporate Transparency Act (CTA) and requires millions of business entities to report beneficial ownership information, including data about the individuals who ultimately control a company. BOI reporting aims to combat money laundering and illicit activities by increasing corporate transparency.
Wealth Management
FEBRUARY 19, 2025
Edelman moved to add Prime Capital as a defendant in three ongoing lawsuits this week, arguing the firm helped departing advisors steal proprietary information and break non-solicitation vows.
Indigo Marketing Agency
FEBRUARY 19, 2025
5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience. In fact, a report by State Street Global Advisors and Knowledge@Wharton found that both advisors and clients agree trustworthiness is the most important part of their relationship, with 69% of
Advertisement
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
Wealth Management
FEBRUARY 19, 2025
The nonprofits donors gave over $7.7 billion to charity.
Random Roger's Retirement Planning
FEBRUARY 19, 2025
We've got a lot to cover today. First up, have you ever heard the pejorative term bull market genius ? Here's an example of a high yield fund that shuttered in 2023. It started many years ago with lights out, 5 star performance and then floundered from there before closing. I'm leaving the name out of it, here though is a comparison to the benchmark iShares fund with symbol HYG.
Wealth Management
FEBRUARY 19, 2025
The advisory team, which has rebranded to Prill | Garwood Financial Advisors, joins from Raymond James Financial Services.
NAIFA Advisor Today
FEBRUARY 19, 2025
Joe Pantozzi's journey into the financial services industry is a remarkable story of perseverance, hard work, and dedication to helping others build wealth and financial literacy. Having moved from New Jersey to Nevada at the age of 23 with very few connections, Joe's first step into the business came with an advertisement that caught his eye: an ad promising opportunities to work with people and make money.
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.
Wealth Management
FEBRUARY 19, 2025
Most recently, Melissa Karetny led the 18-month-long transition of First Republic Bank in the wake of its acquisition by JPMorgan.
Advisor Perspectives
FEBRUARY 19, 2025
Gas prices hit their highest level in four months this week. As of February 17th, the price of regular and premium gas were up 2 and 4 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $71.83, down 0.7% from last week.
Wealth Management
FEBRUARY 19, 2025
Rise Growth Partners will help build Grimes & Company into a national RIA, with plans to add five to six locations over the next couple of years.
Advisor Perspectives
FEBRUARY 19, 2025
The Great DeepSeek Panic of January 2025 is officially over.
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.
Wealth Management
FEBRUARY 19, 2025
The highest potential of teaming is often realized within specialized teams, where each member has a distinct role and responsibility.
Wealthfront
FEBRUARY 19, 2025
Beating the market sounds nice, but in reality, it usually doesnt work. No matter how long you spend scouring the internet for stock tips and reading page after page of expert commentary, youre unlikely to consistently generate outsized pre-tax returns. But at Wealthfront, we do think its possible to beat the market on an after-tax […] The post Want To Beat the Market?
Wealth Management
FEBRUARY 19, 2025
Building relational equity in family enterprises.
Advisor Perspectives
FEBRUARY 19, 2025
The number one question we hear from advisors is: “How can I differentiate my business so I stand out from others, given that the industry continues to become commoditized.
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
FEBRUARY 19, 2025
In a memo sent to AssetBook advisor clients, the performance reporting tech company said it planned to "combine operations" with CircleBlack in the very near future.
Advisor Perspectives
FEBRUARY 19, 2025
If I were to ask investors to name the best businesses in America, I suspect many would point to the Magnificent Seven, and understandably so.
Wealth Management
FEBRUARY 19, 2025
Firms that toe the line will miss out on breakthrough innovation.
Advisor Perspectives
FEBRUARY 19, 2025
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
Advertisement
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.
Expert insights. Personalized for you.
179 
Let's personalize your content