Calculated Risk
APRIL 10, 2025
Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned two years ago when services less rent of shelter was up around 8% year-over-year. This declined and is now up 3.3% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through March 2025.
Wealth Management
APRIL 10, 2025
The Kitces Financial Advisor FinTech Solutions Map has nearly tripled in size since 2018, reflecting the rapid growth and evolution of technology solutions in wealth management.
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Calculated Risk
APRIL 10, 2025
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-April 2025 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-April 2025 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Wealth Management
APRIL 10, 2025
Firms including Osaic, Cetera, Raymond James and Kestra are boosting their typical deals to capture Commonwealth advisors in the wake of the acquisition by LPL, sources said.
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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
Calculated Risk
APRIL 10, 2025
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.3% in February. The 16% trimmed-mean Consumer Price Index increased 0.2%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics (BLS) monthly CPI report".
Wealth Management
APRIL 10, 2025
Cerulli finds that the direct indexing boom still has significant runway among advisors, with 26% actively choosing not to use it despite having access.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Big Picture
APRIL 10, 2025
Yeah, yeah, more of me, I know. But this is a fun conversation with Pete Dominick discussing the economy, the market and of course, the new book! Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.
Calculated Risk
APRIL 10, 2025
From STR: U.S. hotel results for week ending 5 April The U.S. hotel industry reported mixed year-over-year comparisons, according to CoStars latest data through 5 April. 30 March through 5 April 2025 (percentage change from comparable week in 2024): Occupancy: 63.8% (-0.6%) Average daily rate (ADR): US$160.18 (+1.4%) Revenue per available room (RevPAR): US$102.21 (+0.8%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Wealth Management
APRIL 10, 2025
Industry thought leader Michael Kitces shares insights on the factors that impact efficiency and growth.
Calculated Risk
APRIL 10, 2025
The DOL reported : In the week ending April 5, the advance figure for seasonally adjusted initial claims was 223,000 , an increase of 4,000 from the previous week's unrevised level of 219,000. The 4-week moving average was 223,000, unchanged from the previous week's unrevised average of 223,000. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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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
APRIL 10, 2025
The strategy will include a mix of public markets managed by State Street and a private market investments pool managed by Apollo.
Calculated Risk
APRIL 10, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, The Producer Price Index for March from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI. At 10:00 AM, University of Michigan's Consumer sentiment index (Preliminary for April).
Wealth Management
APRIL 10, 2025
In addition, Merit joins Fidelity's referral program, Carson Group integrates another partner firm, and LPL and Crusonia snag new advisors.
Carson Wealth
APRIL 10, 2025
After weeks of volatility, the markets finally gave us something to smile about! In this episode of Carson’s Take 5, Ryan and Sonu break down what sparked the historic market rally, what it could mean for investors, and whether this good news has staying power. Spoiler: It might all come down to tariffs, catalysts, and a little bit of July 4th optimism.
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
APRIL 10, 2025
MAI Capital, which has long had a practice advising professional athletes, recruited Jon Hayes and partner Tim Hightower from their sports-focused practice at Constellation Wealth.
NAIFA Advisor Today
APRIL 10, 2025
The U.S. Supreme Courts 2024 decision in Connelly v. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. This landmark ruling presents both challenges and opportunities to reimagine how buy-sell structures are designed and implemented.
Validea
APRIL 10, 2025
The recent market correction has sent the S&P 500 tumbling nearly 20% at its lowest point, primarily driven by concerns over new tariff policies. While this volatility has rattled investors, it also presents a compelling opportunity to identify fundamentally sound companies trading at more attractive valuations. The S&P 500’s impressive gains prior to this correction were disproportionately driven by the “Magnificent Seven” technology titans: Apple, Microsoft, Alphabet,
NAIFA Advisor Today
APRIL 10, 2025
Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners. The book is published by FSP, a NAIFA Community, and Professor Tacchino is editor of FSP's Journal of Financial Service Professionals , which NAIFA members may access online as an educational benefit.
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.
A Wealth of Common Sense
APRIL 10, 2025
Some thoughts and questions on what’s been happening in the markets of late: The market still has veto power. Seeing bond yields scream higher Tuesday night was the first time I got nervous about the possibility of a financial crisis: The bond market is probably what spooked the White House into the 90-day pause on tariffs.The New York Times said as much: The economic turmoil, particularly a rapid rise in governm.
Advisor Perspectives
APRIL 10, 2025
The Consumer Price Index for Urban Consumers (CPI-U) release for March puts the year-over-year inflation rate at 2.39%. The latest reading keeps inflation below the 3.73% average since the end of the Second World War. Additionally, for a second straight month, inflation sits below the 10-year moving average which is at 2.95%.
Million Dollar Round Table (MDRT)
APRIL 10, 2025
By Mike Beirne, MDRT Round the Table editor Want to boost your brand as a thought leader and resource? Become a digital author with Designrr (designrr.io), an e-book creator. The app has users in 83 countries and can convert content from text, websites, audio and video files (transcribed automatically in seconds) and PDFs into a flipbook. Select your title, template, fonts, colors, royalty-free images and graphics, edit and add finishing touches, and then publish.
Advisor Perspectives
APRIL 10, 2025
Inflation cooled for a second straight month in March, falling to its lowest level in over four years. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index was at 2.4% year-over-year, lower than the expected 2.5% growth.
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.
SEI
APRIL 10, 2025
Global equity markets, as measured by the MSCI ACWI Index, posted modest losses for the first quarter of 2025.
Covisum
APRIL 10, 2025
At Covisum, were always looking for ways to equip financial advisors with the tools, insights, and connections they need to thrive. Thats why Im excited to introduce something new something created for advisors, by advisors.
Advisor Perspectives
APRIL 10, 2025
In the week ending April 5th, initial jobless claims were at a seasonally adjusted level of 2223,000. This represents an increase of 4,000 from the previous week's figure. The latest reading was consistent with the forecast.
SEI
APRIL 10, 2025
SEI (NASDAQ:SEIC) announced the appointment of Oliver Gin, CFA, as a Client Strategy Director on the UK Fiduciary Management team.
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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.
Advisor Perspectives
APRIL 10, 2025
The month of March featured a varied mix of articles among Advisor Perspectives’ top 10 most-read list, including book reviews, analysis of current events and primers on different subjects among its ranks.
Abnormal Returns
APRIL 10, 2025
Books David Epstein talks with Derek Thompson, co-author of "Abundance." (davidepstein.substack.com) An excerpt from Chelsea Steinauer-Scudders book, "Mother, Creature, Kin: What We Learn From Natures Mothers in a Time of Unraveling." (theatlantic.com) Animals How did 200 cows in Colorado just disappear? (wapo.st) Lake Tahoe has a black bear problem.
Advisor Perspectives
APRIL 10, 2025
Members of Congress from both parties were among the many caught off guard by last week's Rose Garden tariff announcement.
Abnormal Returns
APRIL 10, 2025
Volatility The S&P 500 has gone up 9%+ six times in history. (priceactionlab.com) A great reminder that stock market volatility clusters. (sherwood.news) This was the fourth most volatile week in 60 years. (stocktwits.com) Markets The big picture isn't a pause in tariffs but an entirely different way of interacting with the rest of the world. (howardlindzon.com) Is the U.S. getting a big downgrade from investors?
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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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