Wealth Management
MAY 8, 2025
Wirehouses and broker/dealers risk losing between $15 billion and $30 billion a year in fees that they currently collect from the mutual funds they offer to customers.
Calculated Risk
MAY 8, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 30.6% YoY, but still down 16.3% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 31.1% YoY. Realtor.com has monthly and weekly data on the existing home market.
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Wealth Management
MAY 8, 2025
Blackstone Inc., Vanguard Group and Wellington Management Co are launching a fund that will invest in public equities, bonds and private markets.
Calculated Risk
MAY 8, 2025
The DOL reported : In the week ending May 3, the advance figure for seasonally adjusted initial claims was 228,000 , a decrease of 13,000 from the previous week's unrevised level of 241,000. The 4-week moving average was 227,000, an increase of 1,000 from the previous week's unrevised average of 226,000. emphasis added The following graph shows the 4-week moving average of weekly claims since 1971.
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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
Harness Wealth
MAY 8, 2025
When considering the various business structures available, understanding the tax implications is crucial for making informed decisions. A Limited Partnership (LP) offers a unique blend of operational flexibility and liability protection, but its tax treatment can be complex. This article aims to provide a comprehensive overview of how taxes apply to an LP, helping business owners and investors navigate the nuances effectively.
Calculated Risk
MAY 8, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Higher After Trade Deal Mortgage rates moved back up to the higher levels seen earlier this week after the official announcement of a trade deal between the U.S. and the U.K. In the bigger picture, today's mortgage rate increase is unremarkable--sort of average--and it leaves the rate index well below the early April highs, despite being well above the range seen during the month of March.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
MAY 8, 2025
I was the first fully remote employee at Ritholz Wealth a decade ago. It was a strange experience after working in an office setting around other people all the time in previous roles. There are pros and cons to this experience. Working in an office alone supercharges my efficiency. No one barging into my office. No unnecessary small talk about weekend plans.
Advisor Perspectives
MAY 8, 2025
In the week ending May 3rd, initial jobless claims were at a seasonally adjusted level of 228,000. This represents a decrease of 13,000 from the previous week's figure. The latest reading was lower than the forecast of 231,000.
Harness Wealth
MAY 8, 2025
When considering the various business structures available, understanding the tax implications is crucial for making informed decisions. A Limited Partnership (LP) offers a unique blend of operational flexibility and liability protection, but its tax treatment can be complex. This article aims to provide a comprehensive overview of how taxes apply to an LP, helping business owners and investors navigate the nuances effectively.
Advisor Perspectives
MAY 8, 2025
Our Cash Indicator methodology acts as a plan in case of an emergency. Importantly, each of these systems work together.
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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
Harness Wealth
MAY 8, 2025
When starting a business, one of the most common and straightforward business structures chosen by entrepreneurs and freelancers is a Sole Proprietorship. This structure offers simplicity in formation and management, making it an attractive option for many small business owners. However, understanding the tax implications of operating as a Sole Proprietorship is crucial to ensure compliance and optimize financial outcomes.
Advisor Perspectives
MAY 8, 2025
May 8, VettaFi will host an Income Investment Strategy Symposium. Income is top of mind for many investors.
Abnormal Returns
MAY 8, 2025
Books Ben Smith talks with Ken Rogoff author of "Our Dollar, Your Problem." (semafor.com) Annie Duke talks with Elizabeth Weingarten author of "How to Fall in Love with Questions: A New Way to Thrive in Times of Uncertainty." (annieduke.substack.com) An excerpt from "The Extinction of Experience: Being Human in a Disembodied World" by Christine Rosen.
Carson Wealth
MAY 8, 2025
Wondering how to prepare for retirement the smart way? Youre not alone. Whether your dream is to travel the world, spend time with grandkids, or simply enjoy a slower pace, retirement is one of lifes biggest transitionsand it deserves a solid plan. Financial freedom in retirement doesnt happen by accident. It takes consistent saving, smart decision-making, and a retirement strategy tailored to your goals.
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
MAY 8, 2025
Goldman Sachs has launched a free investment university for advisors and individual investors as the asset manager seeks to connect with RIAs on its alternative and private market offerings.
Carson Wealth
MAY 8, 2025
Passing of SECURE Act 2.0 Pushes Back RMD Age (and other items to note)! On December 29, 2022, President Biden signed the SECURE 2.0 Act of 2022 (SECURE 2.0) as part of the Consolidated Appropriations Act of 2023. The law includes a provision that increases the starting age for RMDs to 73, eventually allowing some IRA owners to begin RMDs as late as age 75 in 2033!
Wealth Management
MAY 8, 2025
After thinking through what was best for MarketCounsels business and his family, Stich has taken the CMO role at Moran, with plans to relocate to Naples, Fla.
Calculated Risk
MAY 8, 2025
From STR: U.S. hotel results for week ending 3 May The U.S. hotel industry reported positive year-over-year comparisons, according to CoStars latest data through 3 May. 27 April through 3 May 2025 (percentage change from comparable week in 2024): Occupancy: 65.8% (+1.8%) Average daily rate (ADR): US$164.33 (+2.2%) Revenue per available room (RevPAR): US$108.06 (+4.1%) Performance growth was lifted early in the week on the positive side of the Passover calendar shift. emphasis added The follow
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
MAY 8, 2025
SpirePoint Private Client's Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office and how they are better off now as an independent firm.
A Wealth of Common Sense
MAY 8, 2025
We also answered questions about how private investments work, who should and shouldn’t be invested in these strategies, illiquidity, private credit and more. Further Reading: How Will Private Equity Work in 401ks? The post Private Equity is Coming to a 401k Plan Near You appeared first on A Wealth of Common Sense.
Wealth Management
MAY 8, 2025
Adon Vanwoerden has launched his New York-based Macro Edge Advisory Group with LPL-affiliated Private Advisor Group.
Advisor Perspectives
MAY 8, 2025
Blackstone Inc., Vanguard Group and Wellington Management Co are launching a fund that will invest in public equities, bonds and private markets, as part of their effort to expand private-market offerings to retail clients.
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
MAY 8, 2025
In a motion filed this week, unnamed advisors who left Ameriprise for LPL claimed they did not agree to a court order that their personal devices could be examined, stating it risked invasion of their privacy and the trampling of their rights.
Random Roger's Retirement Planning
MAY 8, 2025
A lot of good stuff today starting with the Excess Returns podcast with Jack Forehand and Matt Zeigler. They did a best-of with clips of various people weighing in on changes (or not) to 60/40. Quite a few of the ideas are things we've been talking about here for many years so while this might just be a confirmation festival for me, I would say that some of what they talked about added some nuance to the conversation we have here.
Wealth Management
MAY 8, 2025
Bitwise is the first crypto asset manager to join forces with alternative investments platform manager iCapital.
Advisor Perspectives
MAY 8, 2025
Our monthly workforce recovery analysis has been updated to include the latest employment report for April. The unemployment rate remained at 4.2%. Additionally, the number of new non-farm jobs (a relatively volatile number subject to extensive revisions) came in at 177,000.
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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.
Wealth Management
MAY 8, 2025
Mercer Advisors adds Tufton Capital Management and Lewis Wealth. Management, bringing it to 100 deals completed since launching its M&A strategy in 2016.
NAIFA Advisor Today
MAY 8, 2025
NAIFA has appointed Bobby Johnson , Chief Distribution Officer of Midland National Life Insurance Company , to the Industry Leadership Board (ILB).
Wealth Management
MAY 8, 2025
Mercer Advisors adds Tufton Capital Management and Lewis Wealth. Management, bringing it to over 100 deals completed since launching its M&A strategy in 2016.
Alpha Architect
MAY 8, 2025
Lets break down how to build a robust factor portfoliowithout getting lost in the weeds. We investigate which equity factors have the strongest historical returns and diversification benefits from a long-only perspective. Cut Through the Noise! These Two Factors Tend to Drive Portfolio Success was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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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