Calculated Risk
JANUARY 30, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, 8:30 AM ET: Personal Income and Outlays for December. The consensus is for a 0.4% increase in personal income, and for a 0.5% increase in personal spending. And for the Core PCE price index to increase 0.2%. PCE prices are expected to be up 2.5% YoY, and core PCE prices up 2.8% YoY.
Wealth Management
JANUARY 30, 2025
Advisor Thomas Chadwick allegedly lost clients $11.1 million, and several of them blame Fidelity's lack of supervision, according to a statement filed with FINRA.
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Random Roger's Retirement Planning
JANUARY 30, 2025
Meb Faber hosted well know trend following manager Jerry Parker for a podcast. The two partner on Cambria Chesapeake Pure Trend ETF (MFUT). Parker also manages the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). They've done at least one other podcast together and I wrote about that one too so just a couple of points to make today. Yes, there is plenty of history to support the idea that managed futures is pretty reliable when it comes to functioning as crisis alpha.
Wealth Management
JANUARY 30, 2025
Florida is the best state to retire in in 2025. But after that, states out West like Colorado and Wyoming rank high for retirement.
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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
Advisor Perspectives
JANUARY 30, 2025
The National Association of Realtors® (NAR)unexpectedly fell 5.5% in December to 74.2, the first monthly decline since July. Pending home sales were expected to be unchanged from the previous month. The index is down 5.0% from one year ago.
Wealth Management
JANUARY 30, 2025
Steward Partners' Scott Danner discusses the current trends impacting M&A in the RIA space.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 30, 2025
We know the need is going to be long-standing, and its going to be immense, said one Los Angeles-based advisor.
Advisor Perspectives
JANUARY 30, 2025
In the week ending January 25th, initial jobless claims were at a seasonally adjusted level of 207,000. This represents a decrease of 16,000 from the previous week's figure. The latest reading was better than the 224,000 forecast.
Wealth Management
JANUARY 30, 2025
Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.
Advisor Perspectives
JANUARY 30, 2025
The advance estimate for Q4 GDP came in at 2.25%, a deceleration from 3.07% for the Q3 final estimate. With a per-capita adjustment, the headline number is lower at 1.66%, a slowdown from 2.47% for the Q3 headline number.
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
JANUARY 30, 2025
We know the need is going to be long-standing, and its going to be immense, said one Los Angeles-based advisor.
Advisor Perspectives
JANUARY 30, 2025
The U.S. economy grew at a slower pace than expected in the fourth quarter of 2024. Real gross domestic product increased at an annual rate of 2.3% in Q4 2024, according to the advance estimate. The latest estimate is below the forecasted 2.7% growth and is slower than the Q3 final estimate of 3.1%.
Wealth Management
JANUARY 30, 2025
The firms CEO cited a very competitive recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay off.
Advisor Perspectives
JANUARY 30, 2025
By now, almost everyone has heard about DeepSeek, the Chinese-made AI that has taught the US a thing or two about building cheaper artificial intelligence.
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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
Wealth Management
JANUARY 30, 2025
According to DeVoe, interest rate cuts spurred a blockbuster fourth quarter for RIA dealmaking that contributed to a record 272 transactions last year.
Advisor Perspectives
JANUARY 30, 2025
You’ve likely heard the saying “when the going gets tough, the tough get going.” A similar principle can apply to investing: “when the going gets tough, stay in the market.
Wealth Management
JANUARY 30, 2025
Treat wealth as a family business.
Advisor Perspectives
JANUARY 30, 2025
Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe there will be ample opportunities to invest in attractively valued quality growth companies in 2025.
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
JANUARY 30, 2025
Announced separately this week, the updated technology will provide firms with more choice in cloud data management and access to workplace retirement plans from within Orion Trading.
Advisor Perspectives
JANUARY 30, 2025
In today’s post, we will examine the money supply represented by M2, the Federal budget deficit, the Fed’s previous adventures with QE, and the correlation to inflation.
Wealth Management
JANUARY 30, 2025
Pitcairn has also launched a new RIA, Pitcairn Wealth Advisors, to which it will transition the vast majority of its $9 billion in assets this year.
Advisor Perspectives
JANUARY 30, 2025
Concerns about the outlook for Treasuries have fueled a resurgence of interest in the Magnificent 7 as a target for safe-haven flows.
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
JANUARY 30, 2025
Learn how SHP Wealth is driving organic growth while still focusing on client needs.
Advisor Perspectives
JANUARY 30, 2025
Can corporate profits reignite after a rocky 2024? This earnings season could either fuel the market’s fire or leave it gasping for air.
Wealth Management
JANUARY 30, 2025
Gerry Spitzer of Questar Capital Partners shares his perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
Advisor Perspectives
JANUARY 30, 2025
Boeing Co. reported on Tuesday that it burned through $14 billion of cash in 2024 and is likely to post negative cash flow this year as well. Regardless, its shares jumped as much as 7.6%.
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
JANUARY 30, 2025
Despite advisor movement remaining below historical norms, LPL is growing its win rate in the recruiting game, said CEO Rich Steinmeier.
Advisor Perspectives
JANUARY 30, 2025
We wrote this in the evening last night and with the news so fluid, there are further things we could add this morning.
Calculated Risk
JANUARY 30, 2025
From the Las Vegas Visitor Authority: December 2024 Las Vegas Visitor Statistics Closing out the year with Dec visitation of 3.4M visitors (+0.2% YoY), Las Vegas hosted approx. 41.7M visitors for the year, up 2.1% from last years 40.8M visitors. With a strong December to end the year, Las Vegas convention attendance reached roughly 6.0M for the year, matching last year's tally.
Advisor Perspectives
JANUARY 30, 2025
China will struggle to maintain momentum without addressing deeply-rooted problems.
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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.
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