Wealth Management

JULY 23, 2024

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Taxes 321

Taxes Financial Planning Planning 321

Abnormal Returns

JULY 23, 2024

Markets Small caps have, relative to large caps, seen a lost decade. (ft.com) Joe Wiggins, "Everything within us and around us seems designed to interrupt the positive force of compounding." (behaviouralinvestment.com) Crypto What you need to know about the new spot Ethereum ETFs. (theblock.co) The players in the spot Ethereum space look familiar. (blockworks.co) What happens when you at Ethererum to a 60/40 portfolio.

Financial Advising 278

Financial Advising Retail Media Economy 278

Wealth Management

JULY 23, 2024

Powder is using generative AI to automate a lot of the tasks involved in the client proposal process.

Startup 308

Startup Clients 308

Abnormal Returns

JULY 23, 2024

Quant stuff Using Bayesian solutions to 'tame' the factor zoo. (alphaarchitect.com) A round-up of recent research on using AI in finance. (capitalspectator.com) How to read an econometrics paper. (econometrics.blog) Alternatives Why are estimates of alternative asset returns still so high? (mailchi.mp) Endowments are struggling to get capital back from their PE investments.

Startup 241

Startup Economics Assets Investments 241

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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

Wealth Management

JULY 23, 2024

Funds focused on clean energy were among those posting the worst returns over the last year.

299

299

Calculated Risk

JULY 23, 2024

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. • At 10:00 AM, New Home Sales for June from the Census Bureau. The consensus is for 640 thousand SAAR, up from 619 thousand in May. • During the day, The AIA's Architecture Billings Index for June (a leading indicator for commercial real estate).

Sales 147

Sales 147

Calculated Risk

JULY 23, 2024

From WardsAuto: July U.S. Light-Vehicle Sales Tracking to Strongest SAAR So Far in 2024 (pay content). Brief excerpt: An expected boost to volume in July from lost sales in June, caused by a cyberattack affecting dealer management systems, will not be as big as initially expected. Dealers apparently were quite adept at finding alternative ways to reporting sales and lost volume was less than thought.

Sales 147

Sales Management 147

Wealth Management

JULY 23, 2024

The investment allows Credent to maintain its advisor ownership, and bring back its shared services platform.

Investments 298

Investments Investing 298

Calculated Risk

JULY 23, 2024

From the NAR: Existing-Home Sales Slipped 5.4% in June; Median Sales Price Jumps to Record High of $426,900 Existing-home sales fell in June as the median sales price climbed to the highest price ever recorded for the second consecutive month, according to the National Association of REALTORS®. All four major U.S. regions posted sales declines. Year-over-year, sales waned in the Northeast, Midwest and South but were unchanged in the West.

Sales 147

Sales 147

Wealth Management

JULY 23, 2024

Morningstar's Jack Shannon discusses the nuances of active ETFs and whether they deliver on their promises.

Wealth Management 298

Wealth Management Management Investments Investing 298

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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

Calculated Risk

JULY 23, 2024

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.89 million SAAR in June Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 5.4% year-over-year compared to June 2023. This was the thirty-fourth consecutive month with sales down year-over-year.

Sales 147

Sales 147

Wealth Management

JULY 23, 2024

Genstar Capital is making a majority investment in Docupace. FTV Capital took a majority stake in the company in 2020 and will remain a minority investor.

Investments 289

Investments Investing 289

Nerd's Eye View

JULY 23, 2024

Welcome back to the 395th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dustin Mangone. Dustin is the Director of Investment Advisor Services of PPC LOAN, a firm based in The Woodlands, Texas that facilitates conventional bank loans to financial advisors. What's unique about Dustin, though, is how his firm allows financial advisors to tap into bank lending, an historically challenging source of debt capital for the advisory industry, to finance both RIA and in

Banking 130

Banking Financial Advisor Planning Valuation 130

Wealth Management

JULY 23, 2024

Mercer claims the owners of an RIA it acquired took the funds from the sale and headed to the golf course.

Sales 287

Sales 287

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

A Wealth of Common Sense

JULY 23, 2024

Inflation went from 9% to 3% without a recession. Some people want to give all the credit to the Federal Reserve. I think they got lucky. The soft landing, or whatever you want to call it, happened despite the Fed’s best efforts to cause people to lose their jobs and throw the economy into a recession. It helped that corporations and households came into the rising rate environment prepared.

Economy 128

Economy 128

Wealth Management

JULY 23, 2024

Managers favored strategies that would protect them from economic and political volatility.

Assets 285

Assets Economics Management 285

Mr. Money Mustache

JULY 23, 2024

– “I used to read Mr. Money Mustache” , some people say these days, “Until he got all rich and fancy so that he no longer understands the common person’s plight. Stash probably doesn’t even practice any of these money-saving things he preaches any more!” When I read things like this, I can’t help but laugh. Because on the one hand, when you put a bunch of personal life details online like this, being misunderstood is just part of the package.

Transportation 105

Transportation Retirement Medical Financial Advice 105

Wealth Management

JULY 23, 2024

Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank.

Wealth Management 279

Wealth Management Banking Management 279

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

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable. Fortunately, with XYPN membership , you not only benefit from our end-to-end tech, compliance, and support solutions as well as resource, education, and coaching assistance, but you also have the support of what's been ranked our top benefit 3 t

Fee Only 103

Fee Only Compliance CFP Financial Services 103

Wealth Management

JULY 23, 2024

Once the deal closes, Janney will operate as a standalone, private company and create a broad-based equity ownership program for its 2,300 employees.

278

278

Million Dollar Round Table (MDRT)

JULY 23, 2024

By Roy John Hall, ADFP, CCFP Change often isn’t easy, especially when it impacts how you run your financial advisory practice, or if you can even be an advisor at all. Regulation changes in Australia, which is where I live, hit us hard and fast. There were 36,000 financial advisors in my country. Now, three years after the changes were announced, there are about 15,000.

Financial Advisor 103

Financial Advisor Financial Advice Education Clients 103

Wealth Management

JULY 23, 2024

CNIC Funds' Tim Kramer takes a deep dive into investing in electricity.

Investments 278

Investments Investing 278

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

Indigo Marketing Agency

JULY 23, 2024

If I went to your website right now, would it pass the 5-second test? Would I be able to immediately discern: Who you are? What you do? Who you do it for? And most importantly—why someone should choose you? Then, would I know what they should do next after visiting ? When envisioning your firm’s next website, it’s easy to articulate its purpose and desired ambiance.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Wealth Management

JULY 23, 2024

Mercer claims the owners of an RIA it acquired took the funds from the sale and headed to the golf course.

Sales 276

Sales 276

MainStreet Financial Planning

JULY 23, 2024

Insurance costs are on the rise, we are all feeling the impact on our wallets. The average American already spends over 5.3% of income on insurance premiums, 60% of that is for auto and home premiums. What can we do? Do we have any control? As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.

Insurance 98

Insurance Insurance Coverage Medical Financial Planning 98

Wealth Management

JULY 23, 2024

Redemption requests for non-traded REITs have slowed following a surge in the Spring, according to data from Robert A. Stanger Co. Cooling inflation has led to a rally in small cap stocks, benefiting ETFs built around that strategy, reports ETF Stream. These are among the investment must reads we found this week for wealth advisors.

Investments 267

Investments Investing Wealth Advisor 267

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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.

Accounting

Advisor Perspectives

JULY 23, 2024

Financial advisors are increasingly turning to social media platforms to expand their client base. But in today’s rapidly evolving digital landscape, the traditional marketing funnel model – comprising awareness, engagement, and conversion stages – often falls short when applied to these platforms.

Financial Advisor 74

Financial Advisor Marketing Marketing Media 74

NAIFA Advisor Today

JULY 23, 2024

All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program. The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Allstate The Goines Agency in Clarksville, Tennessee has become a NAIFA 100% Agency.

Financial Services 52

Financial Services Financial Advisor Insurance 52

Advisor Perspectives

JULY 23, 2024

Fifth district manufacturing activity worsened in July, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -17 this month from -10 in June. This month's reading was worse than the forecast of -7.

Manufacturing 64

Manufacturing Banking 64

Random Roger's Retirement Planning

JULY 23, 2024

We have a bunch of quick hits today. The following is a great example of what an uncorrelated return stream looks like. The name doesn't matter but I think the return attributes do. It is not intended to look like equities, it is intended to differentiate so it probably won't keep up with equities or 60/40 unless there is run like the 2000's and of course even then there can be no guarantee.

Portfolio 52

Portfolio Taxes Advertising Management 52

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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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