Nerd's Eye View

APRIL 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC). In terms of enforcement actions, Atkins is expected to prioritize instances of investor harm and be less inclined to issue sanctions for technical rule violations (which were more frequent under previous SEC Chair Gary Gensler).

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Financial Planner Communication Commission Clients 152

Calculated Risk

APRIL 11, 2025

From BofA: Since our last publication, our 1Q GDP tracking has remained unchanged at 0.4% q/q saar. [Apr 11th estimate] emphasis added From Goldman: We left our Q1 GDP tracking estimate unchanged at +0.3% (quarter-over-quarter annualized). [Apr 3rd estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -2.4 percent on April 9, up from -2.8 percent on April 3.

Sales 162

Sales 162

Wealth Management

APRIL 11, 2025

Equita Financial Network was built to solve a problem: solo women advisors lacking the support, pay equity and flexibility to grow on their own terms.

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The Big Picture

APRIL 11, 2025

This week, I speak with Anthony Yoseloff , Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO.

Retail 162

Retail Management Portfolio Investments 162

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Accounting

Wealth Management

APRIL 11, 2025

Also, a South Carolina RIA snags a former Schwab high performer; New York-based Lenox Advisors promotes one advisor to partner, another to managing director; RIA NorthRock bolsters its Chicago office with a veteran advisor.

Management 259

Management 259

Clever Girl Finance

APRIL 11, 2025

Have you ever looked at your bank statement and wondered, Where did all my money go? Ive been theremore than once. And even as a financial expert, Im not immune to money leaks. In fact, staying on top of my spending takes serious intentionality, especially as a mom, a business owner, and a woman wearing many hats. Table of contents 1. Subscriptions: I had them all 2.

Budgeting 79

Budgeting Food Banking Planning 79

Random Roger's Retirement Planning

APRIL 11, 2025

This Tweet paints a great picture of craziness going on in markets being driven of course by external factors that are even crazier. Early this week, I referenced a comment by Meb Faber that essentially said, you did what you did to try to protect your portfolio, hopefully it's working but that this point you just need to sit back and relax. I expanded on it a little bit and noted it's not particularly relaxing but I would reiterate that this is a great time to lean forward and learn about some

Portfolio 59

Portfolio Taxes Assets Investments 59

Wealth Management

APRIL 11, 2025

Lazard Asset Management's Rob Forsyth discusses various topics including the increasing demand for ETFs, the growth of actively managed ETFs influenced by regulatory changes, and the importance of transparency, tradability, and tax efficiency in ETFs.

Taxes 238

Taxes Assets Management 238

Advisor Perspectives

APRIL 11, 2025

Wholesale inflation unexpectedly fell in March, dropping for the first time in 17 months. The producer price index for final demand was down 0.4% month-over-month after a 0.1% increase in February. This was lower than the expected 0.2% growth.

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Wealth Management

APRIL 11, 2025

In the first quarter, BlackRock pulled in $83 billion of client money to its investment funds, less than the $105 billion that analysts had expected.

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Clients Investments Investing 208

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Management

Advisor Perspectives

APRIL 11, 2025

Consumer confidence took another hit this month, primarily due to escalating worries about trade wars, inflation, and the labor market. The Michigan Consumer Sentiment Index plummeted to 50.8 in April, its second-lowest reading on record, surpassed only by June 2022.

Marketing 85

Marketing Marketing 85

Wealth Management

APRIL 11, 2025

Expatriate Financial Services didnt make the transition after LPL acquired its parent RIA, so the 4-person team is setting off on its own to manage what could be about $200 million in client assets.

Financial Services 162

Financial Services Assets Clients Management 162

Mullooly Asset Management

APRIL 11, 2025

Key Takeaways from 2 Myths About Social Security: – No concrete changes have been made to Social Security yet. It’s not prudent to alter claiming strategies based on speculation about potential future cuts. – The decision to claim Social Security is a “one-way door.” Hasty decisions should be avoided.

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Advisor Perspectives

APRIL 11, 2025

The yield on the 10-year note ended April 11, 2025 at 4.48%, its highest level since mid-February. Meanwhile, the 2-year note ended at 3.96% and the 30-year note ended at 4.85%.

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Clients

SEI

APRIL 11, 2025

Trade tensions and tariffs are reshaping market dynamics. Learn how to explain the risks and opportunities to clients while reinforcing long-term investment strategies.

Clients 52

Clients Investments Investing Marketing 52

Advisor Perspectives

APRIL 11, 2025

Morgan Stanley’s willingness to stick it out with Elon Musk is giving its first-quarter results a healthy boost.

Sales 52

Sales 52

SEI

APRIL 11, 2025

How rising U.S.-China trade tensions and new tariffs are impacting global markets, investor sentiment, and long-term portfolio strategies. Read SEI's commentary.

Economy 52

Economy Portfolio Marketing Marketing 52

Advisor Perspectives

APRIL 11, 2025

Berkshire Hathaway Inc. sold ¥90 billion ($628 million) of bonds on Friday in its smallest yen deal ever in a market rocked by an escalating trade war.

Marketing 52

Marketing Marketing 52

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

SEI

APRIL 11, 2025

Tariffs, inflation, and market volatility arent new. Learn why staying the course through uncertainty can help investors keep perspective and avoid rash decisions.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

APRIL 11, 2025

Global equities faced fresh challenges in the first quarter of 2025 amid growing trade-war concerns and developments in artificial intelligence (AI).

Marketing 52

Marketing Marketing 52

Calculated Risk

APRIL 11, 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 March, Realtor.com reported inventory was up 28.5% YoY, but still down 20.2% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 30.3% YoY. Realtor.com has monthly and weekly data on the existing home market.

Numbers 162

Numbers Sales Economics Marketing 162

Advisor Perspectives

APRIL 11, 2025

Concerns about a trade war have rattled markets so far in 2025, but we believe fixed income investors need to be patient, stay defensive, and see how things evolve before making any big decisions.

Marketing 52

Marketing Marketing 52

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

Calculated Risk

APRIL 11, 2025

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in March A brief excerpt: This is the second look at several early reporting local markets in March. Im tracking over 40 local housing markets in the US. Some of the 40 markets are states, and some are metropolitan areas. Ill update these tables throughout the month as additional data is released.

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Marketing Marketing Sales Numbers 147

Advisor Perspectives

APRIL 11, 2025

The markets are in the middle of a historic decline. Not so much in the magnitude—while we are approaching a bear market, these happen fairly regularly—but in the speed of the drop.

Economy 52

Economy Marketing Marketing 52

Abnormal Returns

APRIL 11, 2025

Tariffs Derek Thompson talks tariffs with Matthew Klein of The Overshoot. (podcasts.apple.com) Ezra Klein talks tariffs with Peter R. Orszag who is the CEO and chairman of Lazard Inc. ($LAZ). (podcasts.apple.com) Derek Thompson talks with Douglas Irwin about lessons learned from Smoot-Hawley. (podcasts.apple.com) How Not to Invest Frazer Rice talks with Barry Ritholtz author of "How NOT to Invest.

Taxes 144

Taxes Investments Investing 144

Advisor Perspectives

APRIL 11, 2025

Following its worst week in over five years, the S&P 500 staged a significant recovery, posting its best week since November 2023 with a 5.7% gain. This rebound was largely fueled by Wednesday's dramatic 9.5% surge, its biggest single-day increase since 2008.

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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

Abnormal Returns

APRIL 11, 2025

Markets Markets are moving faster than ever before. (awealthofcommonsense.com) It's hard to argue that the range of outcomes hasn't increased. (acadian-asset.com) Four questions for addressing market uncertainthy. (wsj.com) Fund management Another look at the (disappointing) performance of liquid alternatives. (morningstar.com) Buffered ETFs are designed to be held to maturity.

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License Media Government Sales 144

Advisor Perspectives

APRIL 11, 2025

Taxpayers plan to use their tax refunds for essentials and debt repayment, as well as savings strategies. Bill Cass shares ideas and strategies to consider this year.

Taxes 40

Taxes Planning 40

The Big Picture

APRIL 11, 2025

My end-of-week morning train WFH reads: The Market Check : Congress Blinks; Law Firms Cower; The Market Speaks.( Intrinsic Value by Roger Lowenstein ) Tariff Q&A: Welcome to the Actual Inbox : A brief comprehensive guide that hopefully answers all your questions.( Kyla’s Newsletter ) see also The Trump White House Cited My Research to Justify Tariffs.

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Pharmaceutical Economy Numbers Marketing 130

Advisor Perspectives

APRIL 11, 2025

Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.

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