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From the BLS: Job Openings and Labor Turnover Summary The number of job openings decreased to 7.6 million on the last business day of December, the U.S. Bureau of Labor Statistics reported today. Over the month, hires and total separations were little changed at 5.5 million and 5.3 million, respectively. Within separations, quits (3.2 million) and layoffs and discharges (1.8 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark blue), Layoff, Di
Welcome everyone! Welcome to the 423rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cristina Livadary. Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households.
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Increased in December Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in December was 0.59%, up from 0.56% November. Freddie's rate is up year-over-year from 0.55% in December 2023, however, this is below the pre-pandemic level of 0.60%.
Behavior Should the prospects for AGI change how you invest or work? (ofdollarsanddata.com) Joe Wiggins, "A key element of behaviour change is shifting incentives." (behaviouralinvestment.com) Venture capital The venture capital world has split in two. (sethlevine.com) Venture capital firm General Catalyst has launched its own wealth management operation, GC Wealth.
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
From the U.S. Courts: Bankruptcy Filings Rise 14.2 Percent Total bankruptcy filings rose 14.2 percent, with increases in both business and non-business bankruptcies, in the twelve-month period ending Dec. 31, 2024. This continues an ongoing rebound in filings after more than a decade of sharply dropping totals. According to statistics released by the Administrative Office of the U.S.
I spent this past weekend doing what my family does most weekends — shuttling our kids around to their various games, practices and birthday parties. One of the best parts about having young children is so much of your time is devoted to their activities that you don’t have a lot of time to pay attention to the outside world. Some parents complain about being busy all the time but I find it to be a welcomed br.
Leveraged ETFs Variance drain is real with leveraged funds. (returnstacked.com) Levered ETF traders don't keep as much of the gains as you would think. (jeffreyptak.substack.com) Corporate finance Some evidence that IPO road shows matter. (papers.ssrn.com) A review of "The Making of Modern Corporate Finance: A History of Ideas and How They Build the Wealth of Nations" by Donald H.
Leveraged ETFs Variance drain is real with leveraged funds. (returnstacked.com) Levered ETF traders don't keep as much of the gains as you would think. (jeffreyptak.substack.com) Corporate finance Some evidence that IPO road shows matter. (papers.ssrn.com) A review of "The Making of Modern Corporate Finance: A History of Ideas and How They Build the Wealth of Nations" by Donald H.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the mortgage purchase applications index. At 8:15 AM, The ADP Employment Report for January. This report is for private payrolls only (no government). The consensus is for 150,000 payroll jobs added in January, up from 122,000 added in December.
By Sandy Schussel Do you want to grow your business, or do you choose to grow your business? Troy, a financial advisor, claimed to be making constant prospecting calls, but he barely netted $60,000 last year. Ive taken several sales training courses and am always reading sales books, Troy told me during our first conversation. Im not sure why none of it is working for me.
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.
Ray Smith has been a loyal member of NAIFA since 1976, calling Stillwater, OK, home. He is the founder of Ray Smith Wealth Management and has built a career in the financial services industry that spans over five decades. Ray's journey into the business started right after college when a fraternity brother suggested he explore the field. After taking the required tests, he joined a company that later transitioned into Ameritas, where he has stayed ever since.
Guests: Jim Gold , CEO, Founding Partner, Board Member, and member of the Executive Leadership Team at Steward Partners Global Advisory. In a nutshell: In a recent article , one of Jim Gold’s colleagues described his leadership style as “fun, fair, but firm.” When I asked Jim about that quote and his firm’s culture, he swapped in “flexible.” All four of those words speak to how intentional Jim has been about creating a firm whose employees love where they wor
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.
Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. While most taxpayers dont need to worry about estate and gift taxes, having significant assets can make them a challenge.
Big news out of the Faber household…a new book drops today! Except this time, it’s not mine, and it’s much more fun to read! My wife’s debut novel is out today, and it would mean the world to me and her if you picked up a copy… let me know what you think! The Department by […] The post New Book Launch! appeared first on Meb Faber Research - Stock Market and Investing Blog.
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.
On Sunday I wrote a post that could be summed up by saying "I have no idea what will happen next but don't panic." Two trading days later and I can proudly say I still have no idea what will happen but panic is still not the answer. I've been repeating the exact same message in various places since long before the Financial Crisis. Things seem like they are different, and of course the details are, but the market reaction does not change.
Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, explores the new technology revolution, artificial intelligence advancements and their impact on data growth and financial advising.
This is FINRAs first enforcement action for violations of Rule 4330, which established requirements for the borrowing of customers fully paid or excess margin securities.
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.
The dollar and US stocks have benefitted tremendously from recent global portfolio inflows. As of June 2023, the latest data available, foreigners owned a record 17% of US equities.
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?
Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James Horn, a former Edelman advisor with two offices in upstate New York, has founded Matterhorn Private Wealth.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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