Wealth Management

AUGUST 27, 2024

Once the deal closes later this year, the combined RIA will have $32 billion in assets under management.

Assets 306

Assets Management 306

Abnormal Returns

AUGUST 27, 2024

Quant stuff Just how much financial analysis can AI already do? (sparklinecapital.com) A look at three different backtesting methodologies. (papers.ssrn.com) Index funds On the performance of stocks kicked out of major indices. (researchaffiliates.com) Why do index funds change benchmarks? (morningstar.com) Private equity A look at the dispersion in private fund returns.

Valuation 276

Valuation Planning Marketing Marketing 276

Wealth Management

AUGUST 27, 2024

The recent outperformance in low-volatility ETFs marks a reversal of factor performance trends.

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Calculated Risk

AUGUST 27, 2024

CR Note: On vacation. I will return on Thursday, Sept 5th (If I don't get lost!) In December 2006, my friend Doris "Tanta" Dungey started writing for Calculated Risk. From December 2006, until she passed away from ovarian cancer on Nov 30, 2008, Tanta was my co-blogger. Tanta worked as a mortgage banker for 20 years, and we started chatting in early 2005 about the housing bubble and the changes in lending practices.

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Medical Sales Accounting Portfolio 182

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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

AUGUST 27, 2024

What can make or break a successful transition?

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Abnormal Returns

AUGUST 27, 2024

Commodities Farmers are facing a bumper crop for soybeans and corn. (wsj.com) Gasoline prices are at six-month lows. (advisorperspectives.com) Strategy You're not a billionaire. Stop trying to invest like one. (axios.com) What tennis can teach us about success in investing. (carsongroup.com) Companies Snowflake ($SNOW) issues employees A LOT of stock.

Financial Advising 173

Financial Advising Taxes Media Economy 173

A Wealth of Common Sense

AUGUST 27, 2024

The firehose of information we’re afforded these days is a double-edged sword. There is an abundance of news, analysis, charts and opinions but it can all be overwhelming if you don’t have an effective filter in place. When it comes to finance I have some filters to help understand which types of sources and people to safely ignore. These are the types of financial voices and data I immediately ignore: Pricing.

Wealth Management 142

Wealth Management Management 142

Wealth Management

AUGUST 27, 2024

Cash returns have nowhere to go but down.

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Nerd's Eye View

AUGUST 27, 2024

Welcome everyone! Welcome to the 400th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Tibergien. Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry. What's unique about Mark, though, is how, over the course of a 50-year career in financial services, he has seen firsthand the evolution of the financial advi

Financial Advisor 130

Financial Advisor Consulting Accounting Clients 130

Wealth Management

AUGUST 27, 2024

Thursday, September 26, 2024 2:00 PM Eastern Daylight Time

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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

Advisor Perspectives

AUGUST 27, 2024

Gas prices fell to their lowest level in 6 months this past week. As of August 26th, the price of regular and premium gas decreased 7 cents and 5 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $77.42, up 5.1% from last week.

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Wealth Management

AUGUST 27, 2024

Options strategies are increasingly being packaged into SMAs, reports FundFire. The outcome of the U.S. elections has cast some uncertainty on the future of private infrastructure funds. These are among the investment must reads we found this week for wealth advisors.

Investing 278

Investing Investments Wealth Advisor 278

XY Planning Network

AUGUST 27, 2024

The newly-renamed AdviceTech Competition is headed to the 10th annual XYPN LIVE conference to put “ Tools for the Modern Advicer ” on center stage. Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.

Financial Planner 101

Financial Planner Financial Planning Financial Advisor Clients 101

Wealth Management

AUGUST 27, 2024

A quick checklist that may help when dealing with mentally ill clients or beneficiaries.

Clients 277

Clients 277

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

Million Dollar Round Table (MDRT)

AUGUST 27, 2024

By Katrina Ann Church As a financial advisor, there was a time in my career when I realized I’d been giving so much of myself for so long that I felt depleted. Through MDRT’s Whole Person concept, though, I learned how to protect and energize myself so I could support others at work and at home. This also allowed me to create a more balanced life and the type of business I wanted with a more predictable income stream.

Management 99

Management Financial Advisor Education 99

Wealth Management

AUGUST 27, 2024

Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more.

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Retirement Numbers 277

Advisor Perspectives

AUGUST 27, 2024

Fifth district manufacturing activity slowed in August, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell to -19 this month from -17 in July. This month's reading was worse than the forecast of -14 and is the lowest reading since May 2020.

Manufacturing 98

Manufacturing Banking 98

Wealth Management

AUGUST 27, 2024

Eide Bailly’s RIA will become part of Sequoia, and the accounting firm will take a stake in Sequoia.

Accounting 205

Accounting 205

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

Advisor Perspectives

AUGUST 27, 2024

The Conference Board's Consumer Confidence Index® hit a six-month high in August. The index rose to 103.3 this month from July's upwardly revised 101.9. This month's reading was better than expected, exceeding the 100.9 forecast.

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Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future. If this resonates with you, there ’ s an effective way to achieve both goals.

Taxes 40

Taxes Wealth Management Distribution CFP 40

Advisor Perspectives

AUGUST 27, 2024

When you master the art of trust-based selling, you’ll be able to create trust in a split-second and never feel afraid about losing a client again.

Clients 89

Clients 89

oXYGen Financial

AUGUST 27, 2024

![CDATA[ In any business, office supplies are a fundamental necessity. From paper and pens to more specialized items like printers and furniture, managing these supplies is crucial to maintaining an efficient office budget. Businesses must also keep a close eye on their finances to ensure that they have the necessary office supplies in stock. Thankfully, many vendors offer businesses access to a.

Budgeting 76

Budgeting Management 76

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

AUGUST 27, 2024

Home prices continued to trend upwards in June as the benchmark 20-city index rose for a sixteenth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.4% increase month-over-month (MoM) and a 6.4% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to 0.1% and the YoY was reduced to 0.9%.

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Steve Sanduski

AUGUST 27, 2024

Guest: Lisa Salvi , Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal advisory practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and grow their businesses.

Strategic Planning 59

Strategic Planning Clients Communication Assets 59

Advisor Perspectives

AUGUST 27, 2024

The Federal Housing Finance Agency (FHFA) house price index (HPI) unexpectedly declined to 424.5 in June, just below the all-time high of 424.8 from the previous month. U.S. house prices were down 0.1% from the previous month and are up 5.1% from one year ago. After adjusting for inflation, the real index was up 0.1% month-over-month and up 3.3% year-over-year.

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Tobias Financial

AUGUST 27, 2024

Significant changes are on the horizon with the upcoming sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. The anticipated sunset of some important provisions presents a great opportunity to start discussing steps we can take to prepare. To help you navigate these complex changes, our CEO, Marianela Collado , CPA/PFS, CFP®, CDS® has broken down the key points in three detailed videos.

Taxes 52

Taxes Tax Planning CFP Planning 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

AUGUST 27, 2024

It’s been the ultimate no-brainer for more than a year: Park your money in super-safe Treasury bills, earn yields of more than 5%, rinse and repeat. Or as billionaire bond investor Jeffrey Gundlach put it last October, “T-bill and chill.

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NAIFA Advisor Today

AUGUST 27, 2024

Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice.

Financial Advising 52

Financial Advising Financial Advisor Education Management 52

Advisor Perspectives

AUGUST 27, 2024

The 19th Century American author Mark Twain once said: “Travel is fatal to prejudice, bigotry, and narrow-mindedness, and many of our people need it sorely on these accounts. Broad, wholesome, charitable views of men and things cannot be acquired by vegetating in one little corner of the earth all one’s lifetime.

Accounting 52

Accounting 52

Validea

AUGUST 27, 2024

Dividend aristocrats have long been revered by income-focused investors for their consistent track record of increasing dividends year after year. Traditionally, to be considered a dividend aristocrat, a company must be a member of the S&P 500 index and have increased its dividend payout for at least 25 consecutive years. These stocks are prized for their stability, financial strength, and commitment to rewarding shareholders through consistent dividend growth.

Assets 52

Assets Valuation Management Manufacturing 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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