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Sometimes, the data is so overwhelming that little commentary is needed. From SPIVA , here is the data on large-cap fund performance in the United States, showing the percentage of all large-cap funds that over and underperformed the S&P 500 over various time frames: 1 Year: 65.24% of funds underperformed the S&P 500; 34.76% outperformed the S&P 500 3 Years: 84.96% underperformed; 15.04% outperformed 5 Years: 76.26% underperformed; 23.74% outperformed 10 Years: 84.34% underperformed;
From the NAR: Pending Home Sales Declined 6.3% in April Pending home sales decreased 6.3% in April , according to the National Association of REALTORS. All four U.S. regions experienced month-over-month losses in transactions. Year-over-year, contract signings rose in the Midwest but descended in the Northeast, South and West with the West suffering the greatest loss.
Goldman Sachs Asset Management introduces a new feature for its Tax-Advantaged Core Strategies, allowing active monitoring of ETF underlying holdings for RIAs.
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
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 29.7% YoY. Realtor.com has monthly and weekly data on the existing home market.
Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. But delivering those recommendations in a way that clients can understand and act on is a separate skill. Advisors not only need to do the deep technical work, they also need to translate that complexity into clarity – a step that can be surprisingly time-consuming and cognitively demanding.
Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. But delivering those recommendations in a way that clients can understand and act on is a separate skill. Advisors not only need to do the deep technical work, they also need to translate that complexity into clarity – a step that can be surprisingly time-consuming and cognitively demanding.
Ameriprise is accusing advisors who left the firm for LPL of coordinating with their new employer to stop a search for alleged private client data, while LPL wants Ameriprise to agree to a "targeted" search they claim fulfills an agreed-on court order.
From the BEA: Gross Domestic Product (Second Estimate), Corporate Profits (Preliminary Estimate), 1st Quarter 2025 Real gross domestic product (GDP) decreased at an annual rate of 0.2 percent in the first quarter of 2025 (January, February, and March), according to the second estimate released by the U.S. Bureau of Economic Analysis. In the fourth quarter of 2024, real GDP increased 2.4 percent.
Focus Partners Wealth, formerly The Colony Group and Buckingham Strategic Wealth, announces its first acquisition since the rebranding, adding Churchill Management Group.
The DOL reported : In the week ending May 24, the advance figure for seasonally adjusted initial claims was 240,000 , an increase of 14,000 from the previous week's revised level. The previous week's level was revised down by 1,000 from 227,000 to 226,000. The 4-week moving average was 230,750, a decrease of 250 from the previous week's revised average.
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
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, Personal Income and Outlays, April 2025. The consensus is for a 0.3% increase in personal income, and for a 0.2% increase in personal spending. And for the Core PCE price index to increase 0.1%. PCE prices are expected to be up 2.2% YoY, and core PCE prices up 2.5% YoY.
According to the commission, Andrew Jacobus allegedly raised nearly $40 million from clients, falsely claiming he would invest their securities via accounts at U.S.-based brokerage firms.
By Antoinette Tuscano, MDRT senior content specialist A few years ago, MDRT Past President Tony Gordon was stopped by another MDRT member who had doubled his production and reached Top of the Table for the first time. It happened because this person took Gordons advice of asking clients want they want instead of telling them what they need. What people want is always greater than their needs, Gordon said, who is a Top of the Table member.
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.
In the week ending May 24th, initial jobless claims were at a seasonally adjusted level of 240,000. This represents a decrease of 14,000 from the previous week's figure. The latest reading was higher than the 229,000 forecast.
In a world driven by instant gratification, wealth-building can be regarded as an exercise in endurance. While get-rich-quick schemes often make headlines, true financial security is rarely built overnight. Consistent habits, disciplined investing, and patience form the bedrock of wealth creation, keeping financial security in mind. A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time.
We also touched on questions from our audience about holding stocks in your emergency fund, the best way to pay for home renovations, how teachers should factor pensions into their retirement plans and some of my favorite fiction book series. Email us if you have a question: AskTheCompoundShow@gmail.com Further Reading: Rebalancing with Required Minimum Distributions 1After that first one then you have until the end of t.
Sanctuary CTO Robert Coppola on how the firm balances the benefits of an integrated wealthstack with needed flexibility for its 120 affiliated advisory teams.
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.
The National Association of Realtors® (NAR) pending home sales index fell more than expected in April, experiencing its largest monthly decrease since June 2022. The index came in at 71.3, the third lowest reading in the series' history.
Imagine yourself on your last ride home from work on the day you retire. The cardboard box is in the backseat, and theres no reason to wake up to an alarm clock tomorrow. Theres also no steady paycheck. Is that fear or excitement fluttering in your stomach? It probably depends on whether you have a strong plan in place for income during your retirement years.
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.
Markets have recovered from their post-Liberation Day sell-off. Investors are feeling better about the outlook. But there are still clouds on the horizon.
When John Duni walked into his first job out of college on November 4, 1974, he had no idea it would be the start of a 50-year career in financial servicesand a lifelong commitment to NAIFA. Hired by Harold Morris at Southwestern Life Insurance Company in Washington, D.C., John recalls that joining NAIFA (then NALU) was not just encouragedit was expected.
Sell in May and Go Away? This old market saying tends to resurface around Memorial Day, suggesting investors should scale back their equity exposure ahead of what’s perceived as a seasonally weaker stretch for stocks.
Many countries have a corporate governance code, including: South Africa, whose King IV code from the Institute of Directors is my favorite United Kingdom: the Financial Reporting Councils Corporate Governance Code Netherlands: Dutch Corporate Governance Code The German Corporate Governance Code France: Corporate Governance Code for Listed Corporations Singapore: Code of Corporate Governance The Japan […]
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.
KKR & Co.’s recent deal for a struggling UK real estate firm was initially remarkable for landing in the midst of the American tariff turmoil. Now facing a domestic counterbid, this US-led buyout has become an emotive symbol of the London stock market’s capitulation to private equity and foreign takeovers.
As the summer heats up, many of us start to cool on the goals we set for the year. By this point of the year, its common to start falling back on old habits instead of taking intentional action. But if you want to finish the year strong, you can still channel some of that New Year energy and work toward your top financial goals. Here is how to do a mid-year goals reflection to help you get back on track. 1.
The U.S. economy contracted for the first time in three years to start off 2025. The BEA's second estimate of real gross domestic product showed economic growth decreased at an annual rate of 0.2% in Q1 2025. The latest estimate was higher than the -0.3% forecast and lower than the Q4 final estimate of 2.5%.
Dear Mr. Market: One of our favorite recurring themes here at Dear Mr. Market is what we like to call the “Broken Clock Club” the group of perma-bears, doomcasters, and media pundits who reliably forecast financial catastrophe year after year. Like a broken clock, theyre eventually right but for all the wrong reasons and far too late to be of any use to investors.
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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