Thu.Nov 07, 2024

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Wholesale Used Car Prices Decreased in October; Down 3.2% Year-over-year

Calculated Risk

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in October compared to September. The Manheim Used Vehicle Value Index (MUVVI) fell to 202.8, a decline of 3.2% from a year ago. The seasonal adjustment to the index reduced the change for the month, as non-seasonally adjusted values declined at a higher rate.

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Why Younger Investors Are Embracing Private Markets

Wealth Management

Private markets are where the public markets were 30 years ago when investment choices were abundant and information sporadic.

Marketing 304
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FOMC Statement: 25bp Rate Cut

Calculated Risk

Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a solid pace. Since earlier in the year, labor market conditions have generally eased, and the unemployment rate has moved up but remains low. Inflation has made progress toward the Committee's 2 percent objective but remains somewhat elevated.

Economics 147
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The Ideal Welcome Email Sequence

Wealth Management

A three-step process that delivers enough value without being over-the-top.

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Live Demo - Supercharge your Month End Close

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

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1st Look at Local Housing Markets in October; First Year-over-year Sales Gain Since August 2021

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in October A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to October 2019 for each local market (some 2019 data is not available). This is the first look at several early reporting local markets in October.

Sales 147
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The Diamond Podcast for Financial Advisors: eMoney's CEO on How to Elevate the Planning Experience

Wealth Management

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

More Trending

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Three Asset Managers Partner to Offer Custom ETF Models

Wealth Management

Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.

Assets 278
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What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public

Darrow Wealth Management

Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and their stock options. Financially, what an IPO means for current and former employees mostly depends on when you were hired. For early-stage employees and founders with stock, going public can potentially be life-changing.

Taxes 98
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How Intelligent Automation Drives Growth in Financial Services

Wealth Management

The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue.

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Friday: No Major Economic Releases

Calculated Risk

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: University of Michigan's Consumer sentiment index (Preliminary for November).

Economics 147
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Judge Reaffirms Morgan Stanley Deferred Comp Plans Fall Under ERISA

Wealth Management

The decision underscores a previous ruling partially favoring former Morgan Stanley advisors who fought with the wirehouse in arbitrations.

Planning 276
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Enhance Your Financial Planner SEO Using SEM

Midstream Marketing

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Understand how SEO and SEM work together. They help attract the right leads and improve your search engine rankings. Find out what SEO means. This includes content marketing, keyword research, and tips to enhance your website for search engines.

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Cetera CEO Adam Antoniades to Step Down By Year-End

Wealth Management

Mike Durbin, CEO of Cetera Holdings, will assume Antoniades’ role, the company confirmed.

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Making Money from Market Chaos | Inside the Volatility World with Kris Sidial

Validea

In this episode of Excess Returns, Jack Forehand and special guest host Brent Kochuba dive deep into the world of long volatility and tail risk strategies with Kris Sidial, founder of the Ambrus Group. Kris shares invaluable insights from his experience managing volatility-focused strategies and navigating major market events. Key Topics Covered: How long volatility strategies work and their role in investment portfolios Behind-the-scenes look at managing vol strategies during market crashes The

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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A Guide for Building a Strong Mentorship Program

Wealth Management

A mentorship program provides opportunities for employees to build strong relationships, learn from each other, and grow in their personal development.

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Options Trading For Beginners: Protect Your Investments

Talon Wealth

Markets are near all-time highs, and volatility is a growing concern, especially with an election approaching. Many people face the challenge of protecting gains without selling positions. Options, particularly “puts” and “calls,” can offer a solution. A put option allows you to sell a stock at today’s price in the future, which can protect your gains if you’re worried about a downturn.

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$2B Team Joins Fifth Third Wealth Advisors from TIAA-CREF

Wealth Management

Advisors Scott Bailey, Scott Cislo and Murray Kinlaw have joined Fifth Third Wealth Advisors, the RIA launched by Fifth Third Bank in 2022.

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NAIFA’s Impact and the Future of Advisors With Cliff Wilson

NAIFA Advisor Today

Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial services industry, championing the importance of ethics, education, and advocacy. Cliff has left a lasting legacy mentoring young advisors, demonstrating a deep commitment to the growth and development of professionals in the field

Ethics 52
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What Your Financial Statements Are Telling You—And How to Listen!

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.

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$6.5B Callan Family Office Launches Tax Overlay Program

Wealth Management

The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.

Taxes 264
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Does Nvidia’s CEO Dream of Electric Androids?

Advisor Perspectives

One of the memorable moments of Nvidia Corp.’s most recent conference for developers came toward the end of the chip giant’s semi-annual event.

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Wealth Enhancement Group Buys $536M New Jersey RIA

Wealth Management

The acquisition of M&R Capital Management represents its sixth New Jersey location and 15th deal of 2024.

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The CRO as the Navigator of the Business

Norman Marks

Michael Rasmussen and I friends both in real life and on Facebook (which is not always the case). I met him through OCEG (which I recommend as they have some excellent resources) where we were two of the first three OCEG Fellows. (The other one was Brian Barnier. I recommend following both of them.

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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

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.

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NewEdge Wealth Establishes First New Hampshire Office With Pallas Recruit

Wealth Management

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with closely-held business owners.

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Why Is Life Insurance Overlooked in Comprehensive Financial Planning?

Leading Advisor

There are approximately 108,000 life insurance agents in Canada at last count, and last year, 589,000 life insurance policies were sold. That is just an… The post Why Is Life Insurance Overlooked in Comprehensive Financial Planning? appeared first on Leading Advisor - Simon Reilly.

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Tax Law Changes: Best Asset Classes, Strategies, and Tax Loss Harvesting Tips

Wealth Management

Nisha Patel, CFA, managing director at Parametric, explores tax law changes, strategies, and tax-loss harvesting to maximize savings.

Taxes 246
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Sneha Shah named InvestmentNews Women to Watch 2024 Awards winner

SEI

Recognized for trailblazing industry impact.

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Book of Secrets on the Month-End Close

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.

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Axos, Envestnet Clearing Partnership to Support Advanced Managed Account Services

Wealth Management

When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

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Unemployment Claims Up 3K, Slightly Better Than Expected

Advisor Perspectives

In the week ending November 2nd, initial jobless claims were at a seasonally adjusted level of 221,000. This represents an increase of 3,000 from the previous week's figure and is slightly better than forecasts for 223,000.

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A New Era for Financial Services

Wealth Management

Learn how to transform your financial services firm with AI-driven solutions.

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Bentley Motors Delays Its Master Plan for Electric Vehicles

Advisor Perspectives

Bentley Motors Ltd. is delaying a plan to offer only fully electric vehicles by 2030 as EV sales continue to disappoint projections across the industry.

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Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

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?