Wealth Management

JUNE 18, 2024

The report shows advisor interest in alternative investments even as some struggle with implementation, according to CAIA Managing Director Aaron Filbeck.

Management 328

Management Investing Investments 328

Abnormal Returns

JUNE 18, 2024

Markets Market breadth is not great. (sherwood.news) The Magnificent Seven also stand out for their stock buybacks. (visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. (ofdollarsanddata.com) Pension funds could skip on the alternatives and just invest in low-cost index investments. (crr.bc.edu) Strategy The many ways in which investing is NOT like poker.

Financial Advising 298

Financial Advising Media Assets Economy 298

Wealth Management

JUNE 18, 2024

Does the wisdom of age outweigh the other limitations it can impose?

Investing 306

Investing Investments 306

Calculated Risk

JUNE 18, 2024

From the Fed: Industrial Production and Capacity Utilization Industrial production rose 0.9 percent in May. Manufacturing output posted a similar gain of 0.9 percent after declining in the previous two months. The index for mining increased 0.3 percent in May, and the index for utilities advanced 1.6 percent. At 103.3 percent of its 2017 average, total industrial production in May was 0.4 percent higher than its year-earlier level.

Manufacturing 293

Manufacturing 293

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Accounting

Wealth Management

JUNE 18, 2024

James McDonald was taken into custody in Port Orchard, Wash. and will face federal charges in Los Angeles. He is accused of losing millions in client funds and fled an SEC subpoena in 2021.

Clients 299

Clients 299

Abnormal Returns

JUNE 18, 2024

AlphaSense AlphaSense is buying Tegus. (bloomberg.com) What next for AlphaSense? (mattober.co) Private equity As alts go, so go pension fund returns. (papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. (alphaarchitect.com) Secondary PE investments are a necessary part of the system. (caia.org) How much in taxes have private equity fund managers avoided through carried interest?

Assets 261

Assets Taxes Portfolio Management 261

Calculated Risk

JUNE 18, 2024

On a monthly basis, retail sales were "virtually unchanged" from March to April (seasonally adjusted), and sales were up 3.0 percent from April 2023. From the Census Bureau report : Advance estimates of U.S. retail and food services sales for May 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $703.1 billion, up 0.1 percent from the previous month, and up 2.3 percent above May 2023.

Retail 182

Retail Sales Food 182

Wealth Management

JUNE 18, 2024

Fisher Investments’ $12.75 billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say.

Investing 290

Investing Investments Valuation 290

Calculated Risk

JUNE 18, 2024

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • All US markets will be closed in observance of Juneteenth National Independence Day • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 10:00 AM, The June NAHB homebuilder survey.

Marketing 162

Marketing Marketing Numbers Sales 162

Wealth Management

JUNE 18, 2024

Stonebridge Financial Partners, a Michigan-based team of 18, has joined NewEdge from Carson.

277

277

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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

JUNE 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: Lawler: Early Read on Existing Home Sales in May A brief excerpt: From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.13 million in May, down 0.2% from April’s preliminary pace and down 2.4% from last May’s seasonally adjusted pace.

Sales 162

Sales 162

Wealth Management

JUNE 18, 2024

The Brown-Brinkley Group includes two managing directors with nearly six decades of collective industry experience. They will operate out of RBC’s office in Tysons, Virginia.

Management 277

Management 277

Calculated Risk

JUNE 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: 4th Look at Local Housing Markets in May; California Home Sales Down 6% YoY in May A brief excerpt: The National Association of Realtors (NAR) is scheduled to release May Existing Home Sales on Friday June 21st at 10 AM ET. The early consensus is for 4.10 million SAAR, down from 4.14 million in April, and down from 4.23 million in May 2023.

Sales 162

Sales Marketing Marketing Numbers 162

Wealth Management

JUNE 18, 2024

Nearly three-quarters of wealthy younger Americans say stocks and bonds alone can’t deliver above-average returns.

Portfolio 222

Portfolio 222

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

JUNE 18, 2024

The stock market looks a lot like the wealth profile in this country — the rich keep getting richer. That richness can be expressed in a couple of different ways. First up is market cap. The biggest stocks are a lot bigger than the others: Corporations in the S&P 500 aren’t evenly distributed. In fact, the top 25 companies in the S&P 500 are as big as the rest of the index combined.1 The biggest sto.

Distribution 132

Distribution Marketing Marketing 132

Wealth Management

JUNE 18, 2024

The relationship will give Assetmark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

214

214

Nerd's Eye View

JUNE 18, 2024

Welcome back to the 390th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brent Carnduff. Brent is the founder of Advisor Rankings, a marketing firm based in Boise, Idaho that specializes in search engine optimization for financial advisors. What's unique about Brent, though, is how his firm helps advisors maximize both the advisor's organic SEO to attract prospects with specific planning needs through effective content creation , and their local SEO to rise to

Financial Advisor 130

Financial Advisor Clients Engineering Planning 130

Advisor Perspectives

JUNE 18, 2024

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.

119

119

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

Million Dollar Round Table (MDRT)

JUNE 18, 2024

By Bryce Sanders Besides being financial advisors, we’re also someone else’s client, customer or patient. When you think of those relationships, do you feel like a valued client or just another number? Your answer might be that you feel like a valued client or customer when, “They treat me like an individual,” or “They care about me as a person.” It is often, “They have taken the time to learn my likes and dislikes.

Clients 107

Clients Financial Advisor Numbers Communication 107

NAIFA Advisor Today

JUNE 18, 2024

Message From the CEO One hundred and thirty-four years ago today, a group of life insurance agents from different parts of the United States gathered at the Parker House in Boston to create the National Association of Life Underwriters. This organization, which grew into the NAIFA we cherish and celebrate today, was formed to promote the success of the life insurance industry and encourage laws prohibiting life insurance agents from engaging in questionable or unethical practices.

Insurance 105

Insurance 105

Advisor Perspectives

JUNE 18, 2024

Pacific Investment Management Co. expects more regional bank failures in the US because of a “very high” concentration of troubled commercial real estate loans on their books.

Banking 98

Banking Management Investing Investments 98

Ballast Advisors

JUNE 18, 2024

Living the snowbird lifestyle can be an exciting and rewarding experience. As you navigate the waters of financial planning, it’s crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states. At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey.

Insurance Coverage 52

Insurance Coverage Management Insurance Taxes 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

JUNE 18, 2024

Nvidia Corp. insiders have sold shares worth more than $700 million this year as the stock continues to push deeper into record territory amid unrelenting demand for its chips.

Sales 85

Sales 85

Ballast Advisors

JUNE 18, 2024

Living the snowbird lifestyle can be an exciting and rewarding experience. As you navigate the waters of financial planning, it’s crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states. At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey.

Insurance Coverage 52

Insurance Coverage Insurance Taxes Financial Planning 52

Advisor Perspectives

JUNE 18, 2024

Understanding how to act ethically and appropriately as an advisor is apparently no easy task.

Ethics 69

Ethics 69

Indigo Marketing Agency

JUNE 18, 2024

These days, videos are everywhere. LinkedIn, Facebook, Instagram, and even your favorite financial news app are filled with video content. From simplifying complex financial concepts to highlighting your personality as an advisor, videos offer a dynamic and engaging way to convey valuable information. At Indigo Marketing Agency, we help financial advisors embrace the evolving marketing landscape by utilizing custom video content.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

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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

JUNE 18, 2024

In this episode of Dear Ficomm, I'll talk you through specific, actionable tips about how to get more registrants to your webinar as a financial advisor.

Financial Advisor 64

Financial Advisor 64

NAIFA Advisor Today

JUNE 18, 2024

In the vast landscape of legal careers, Cynthia's journey stands out as a testament to the power of following one's passions and finding fulfillment in helping others navigate complex legal landscapes.

52

52

Advisor Perspectives

JUNE 18, 2024

Why do people so consistently underestimate their lifespan? Their thinking is influenced by the money scripts, financial circumstances, stories, and emotions that drive a person’s cognitive biases, or mental shortcuts.

Retirement 64

Retirement 64

Accounting for Good

JUNE 18, 2024

Budgets are critical for Not For Profit organisations. Budget strategies give NFPs the financial structure to continue their mission smoothly.

Budgeting 52

Budgeting 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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