Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. However, some firms may unintentionally limit the applicant pool by using a promotion and selection process that doesn't focus on the most important traits or that introduces biases, which can lead to missing out on candidates who might otherwise have been well-suited for the position.

Advertising 246

Advertising CFP Financial Advisor Financial Planning 246

Wealth Management

DECEMBER 16, 2024

Strategic insights for business owners, artists and art collectors.

Estate Planning 264

Estate Planning Planning 264

Calculated Risk

DECEMBER 16, 2024

Altos reports that active single-family inventory was down 1.1% week-over-week. Inventory is now 7.7% below the peak for the year (8 weeks ago). Inventory will continue to decline seasonally until early next year. The first graph shows the seasonal pattern for active single-family inventory since 2015. Click on graph for larger image. The red line is for 2024.

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Wealth Management

DECEMBER 16, 2024

RPAs need to hone their skill set regarding plan sponsor RFPs.

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Retirement Planning Planning Retirement 264

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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

Calculated Risk

DECEMBER 16, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Start New Week With Some Hope Last week wasn't great for mortgage rates. They moved higher on each of the 5 days. Moreover, there was a distinct lack of logical motivation from the economic data. In fact, on a few occasions, the data argued for lower rates only for things to move in the other direction by the end of the day.

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Retail Sales Numbers Economics 147

Wealth Management

DECEMBER 16, 2024

Estate planning specialist Alma Soongi Beck and law professor Jo Carillo discuss the legal battles surrounding Jim Thorpes burial controversy and what it symbolizes for Indigenous rights.

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Estate Planning Planning 264

Wealth Management

DECEMBER 16, 2024

Yellowstone Wealth Advisors' James Langabeer discusses the great wealth transfer, the most dominant emotion impacting investing and why wealth is not a number.

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Wealth Advisor Numbers Investing Investments 262

Don Connelly & Associates

DECEMBER 16, 2024

Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions. Of all the key roles and responsibilities of a financial advisor, one of the most essential is communicating complex financial concepts into simple terms the average person can understand.

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Communication Financial Advisor Financial Planning Clients 52

Wealth Management

DECEMBER 16, 2024

The move follows Rich Steinmeier's promotion from managing director to CEO, replacing Dan Arnold, who was terminated for cause on Oct. 1.

Management 246

Management 246

Diamond Consultants

DECEMBER 16, 2024

Multigenerational teams have several options for monetizing and transitioning the book from one generation to the next. So, how do they decide whats best? By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. But there is another wrinkle to this dilemma thats often overlooked.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

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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

Wealth Management

DECEMBER 16, 2024

Tax policies and legislation the new administration may support.

Taxes 246

Taxes 246

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poors 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow Jones Industrial Average dropped 1.82 percent.

Marketing 52

Marketing Marketing Taxes Economics 52

Wealth Management

DECEMBER 16, 2024

Since forming in late 2023, Constellation has made eight investments in firms, including one earlier this month in Cresset.

Investing 246

Investing Investments 246

Sara Grillo

DECEMBER 16, 2024

Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. Lets talk about fixing the 401k coverage gap, people! What if the local baker had a 401k plan? The neighborhood laundry?

Financial Advisor 52

Financial Advisor Consulting Planning Retirement Planning 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

Wealth Management

DECEMBER 16, 2024

Legal Editor Anna Sulkin Stern discusses this month's cover art.

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Midstream Marketing

DECEMBER 16, 2024

Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results. Explore effective lead-generation strategies and conversion techniques to expand your client base.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Wealth Management

DECEMBER 16, 2024

They make compliance with IRC Sections 1014(f) and 6035 less onerous.

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Compliance 245

Carson Wealth

DECEMBER 16, 2024

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. In the process the Dow was lower all five days (and seven in a row total), yet the Nasdaq hit 20,000 for the first time ever on Wednesday. But before you get too worked up, it was just last week we discussed how the Dow had just hit 45,000 for the first time ever, the eighth 1,000-point milestone this year alone.

Marketing 52

Marketing Marketing Insurance Food 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

Wealth Management

DECEMBER 16, 2024

Succession planning can be as simple as recreating the retirement planning process you walk clients through every day.

Retirement 244

Retirement Planning Retirement Planning Clients 244

Alpha Architect

DECEMBER 16, 2024

This study addresses a critical gap in financial forecasting by improving the accuracy of long-term expected return (E(R)) predictions. By evaluating various frameworks and proxies out-of-sample, free from biases like look-ahead bias, it provides more reliable methods for investors to make informed decisions about asset allocations. Estimating Long-Term Expected Returns was originally published at Alpha Architect.

Asset Allocation 52

Asset Allocation Assets 52

Wealth Management

DECEMBER 16, 2024

A practical framework for all involved.

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Management 232

Calculated Risk

DECEMBER 16, 2024

Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in November A brief excerpt: The NAR is scheduled to release November Existing Home sales on Thursday, December 19th at 10:00 AM. The consensus is for 3.97 million SAAR, up from 3.96 million in October. Last year, the NAR reported sales in November 2023 at 3.91 million SAAR.

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Marketing Marketing Sales 113

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

Wealth Management

DECEMBER 16, 2024

They should if they can.

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Clients Planning 189

XY Planning Network

DECEMBER 16, 2024

Walking through a financial planning conferences doors, you might expect to find a room full of strangers dressed to the nines. But thats not what you get at XYPN LIVE. XYPN LIVE events are casual by designthink t-shirts and shortsso you can come as you are and find real connections.

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Financial Planning Planning Fee Only Financial Advisor 109

Zoe Financial

DECEMBER 16, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 16th, 2024 Watch Time: 2.3 minutes Welcome to this week’s Market Drama! Stock Market Updates S&P 500: Down 0.6% for the week. Nasdaq: Up 0.3% for the week. Technology sector: Tesla reported earnings above expectations. It accounts for 2.2% of the S&P 500, and 5% of Nasdaq, Google performed really well.

Marketing 52

Marketing Marketing Accounting Taxes 52

Advisor Perspectives

DECEMBER 16, 2024

The clouds hanging over Boeing’s operations finally appear to be clearing.

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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

Wealthfront

DECEMBER 16, 2024

Weve been working all year to make it easier, faster, and cheaper to access your money when you need it. Today, were excited to announce you can make free instant withdrawals from your Wealthfront Cash Account to an eligible linked account every day of the year. We are one of the only high-yield cash accounts […] The post Introducing Free Instant Withdrawals from the Wealthfront Cash Account appeared first on Wealthfront Blog.

Accounting 52

Accounting 52

Carson Wealth

DECEMBER 16, 2024

Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. The hypothetical investment results are for illustrative purposes only and should not be deemed a representation of past or future results.

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Wealth Advisor CFP Investing Investments 52

Advisor Perspectives

DECEMBER 16, 2024

While bitcoin may continue higher, proving MicroStrategy's CEO Michael Saylor a genius, investors should at least appreciate what may happen if things do not go according to plan. We now present the other side of the story.

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Planning 72

Random Roger's Retirement Planning

DECEMBER 16, 2024

Let's start with The Endowment Syndrome: Why Elite Funds Are Falling Behind. Before we really jump in, it's important to understand that endowment funds and foundation type accounts have infinite time horizons that we do not. That reality can change some of the calculus between endowments and individual investor accounts but there are things we can learn from their asset allocations all the same.

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Portfolio Management Asset Allocation Accounting 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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