Calculated Risk

MARCH 11, 2025

From housing economist Tom Lawler: From the beginning of 2020 to early June of 2022 the Federal Reserves balance sheet more than doubled to an almost inconceivable $8.9 trillion, with almost all of the gain reflecting increases in the Federal Reserves holdings of Treasuries and Agency MBS. Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and R

Assets 165

Assets Portfolio Accounting Marketing 165

Wealth Management

MARCH 11, 2025

Panelists at the P&I DC East Conference provide a glimpse into the future of DC plans.

Planning 290

Planning 290

Calculated Risk

MARCH 11, 2025

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.7 million in January , the U.S. Bureau of Labor Statistics reported today. Hires held at 5.4 million, and total separations changed little at 5.3 million. Within separations, quits (3.3 million) and layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark blue), Layoff, Discharges and other (red column), and Quits (li

Numbers 165

Numbers Economy Marketing Marketing 165

Nerd's Eye View

MARCH 11, 2025

Welcome everyone! Welcome to the 428th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Lorie Jones. Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

Financial Advisor 130

Financial Advisor Certification Wealth Advisor Clients 130

Advertisement

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

MARCH 11, 2025

Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in February A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to February 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in February.

Marketing 165

Marketing Marketing Sales 165

Wealth Management

MARCH 11, 2025

The new tech platform sets aside the typical financial auction process for matchmaking in favor of an AI algorithm that narrows the pool by measuring the compatibility between buyers and sellers.

279

279

Wealth Management

MARCH 11, 2025

In this Adjusted for Risk podcast episode, Mount Lucas Management's Jerry Prior discusses investing in managed futures.

Management 278

Management Investments Investing Portfolio 278

Million Dollar Round Table (MDRT)

MARCH 11, 2025

By Rachael Wing Suet Wong, CFP When I started in the financial services profession, I often struggled and failed. Out of every 10 clients I approached, only one would show interest. I was nervous whenever I met a client because it felt like I had to improvise on the spot. Sometimes, it was even worse; I’d let the client steer the conversation and couldn’t even bring up the points I wanted to make.

CFP 74

CFP Planning Clients Financial Services 74

Wealth Management

MARCH 11, 2025

RSM, the middle market consultancy and accounting firm, will integrate Arch into its family office data management platform.

Management 276

Management Consulting Marketing Marketing 276

Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. In this insightful conversation, they look at some of the most insightful clips from our guests including Cliff Asness, Aswath Damodaran, Kai Wu, Scott McBride, Larry Swedroe and Dan Rasmussen.

Investing 59

Investing Investments Valuation Assets 59

Advertisement

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

MARCH 11, 2025

Advisors join LinePoint Partners as independent contractors and determine how much of the firms platform fee to pass onto clients.

Clients 263

Clients 263

Random Roger's Retirement Planning

MARCH 11, 2025

A chart similar to this one of the some of the private equity operators has been making the rounds. This is interesting for a few reasons. In a blogging context we look at these stocks occasionally for barbelling returns and because they are beneficiaries of private equity fees, not proxies for investing in PE. If you look at long term charts of these stocks they have been moon shots so the tradeoff to stocks that can wildly outperform is that they can catch the Ebola virus when the market gets

Portfolio 59

Portfolio Taxes Management Investing 59

Wealth Management

MARCH 11, 2025

Wescott Financial Advisory Groups Grant Rawdin discusses the firms focus on social justice and mindful approach to acquisitions.

Clients 257

Clients 257

Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. Recently, tariffs implemented by the U.S. government on goods from Canada, Mexico, and China have contributed to investor concerns, leading to market declines.

Financial Advisor 52

Financial Advisor Wealth Advisor CFP Commission 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

MARCH 11, 2025

During this very informative and fun conversation., Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures.

Portfolio 238

Portfolio Management Portfolio Management Investments 238

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Wealth Management

MARCH 11, 2025

Docupace has bolstered its RIA software services by acquiring startup Hubly, a workflow and operations platform that syncs with advisors CRMs.

Startup 223

Startup 223

Advisor Perspectives

MARCH 11, 2025

Gas prices were down for a third straight week, hitting their lowest level in nearly two months. As of March 10th, the price of regular and premium gas were down 1 and 2 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $66.03, down 3.4% from last week and the lowest level since August 2021.

111

111

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

Inside Information

MARCH 11, 2025

In a Fiduciary September webinar, Alan Moore (XYPN), me and Institute for the Fiduciary Standard founder/CEO Knut Rostad talked briefly about the competition between fiduciary advisors and what I consider to be the predatory mindset of the brokerage firms. Moore is against negative marketing; that is, running down competitors in order to make yourself look better.

Clients 40

Clients Financial Planner Advertising Sales 40

Advisor Perspectives

MARCH 11, 2025

The virtue economy, the only bubble I have ever called, has now completely burst.

Economy 75

Economy 75

NAIFA Advisor Today

MARCH 11, 2025

NAIFA, for a third consecutive year, has proudly hosted a Womens Financial Security Fly-In. The event brought 37 women financial professionals from around the country to Washington, D.C., to advocate on behalf of their businesses and clients.

Clients 52

Clients 52

Advisor Perspectives

MARCH 11, 2025

As more advisors look to private equity as an effective means of diversifying their clients’ portfolios and providing a fertile source of uncorrelated alpha, the middle market merits a closer look.

Marketing 52

Marketing Marketing Portfolio Clients 52

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

Hubly

MARCH 11, 2025

Acquisition Strengthens and Expands Companys Software Solutions that Solve Workflow and Collaboration Challenges Across Wealth Management Firms

Wealth Management 52

Wealth Management Marketing Marketing Management 52

Advisor Perspectives

MARCH 11, 2025

Modern direct indexing tools, using sophisticated technology, can identify tax loss opportunities on a daily or even minute-by-minute basis. As time progresses, I believe more advisors will see the potential of direct indexing.

Taxes 52

Taxes 52

Carson Wealth

MARCH 11, 2025

Carson Wealths Jamie Yeisley, Associate Wealth Advisor shares what to expect when you meet with an advisor for the first time. The post First Meeting with an Advisor appeared first on Carson Wealth.

Wealth Advisor 52

Wealth Advisor 52

Advisor Perspectives

MARCH 11, 2025

The NFIB Small Business Optimism Index dropped for a second straight month, falling to 100.7 in February. While optimism among small business owners moderated last month, uncertainty spiked to its second highest reading of all time.

52

52

Advertisement

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

Abnormal Returns

MARCH 11, 2025

Quant stuff ChatGPT as a financial literacy tool. (fa-mag.com) How NLP tools have change financial research. (papers.ssrn.com) A round-up of some recent academic research including 'Multi-day Return Properties of Leveraged Index ETFs.' (alphainacademia.substack.com) Alternatives Has the rise of private credit skewed high yield spreads? (mailchi.mp) A look at private infrastructure as an asset class.

Assets 147

Assets Marketing Marketing 147

Advisor Perspectives

MARCH 11, 2025

US Treasuries surged and investors boosted their bets on Federal Reserve interest-rate cuts Monday as fear of a economic slowdown took hold across US markets.

Economics 52

Economics Marketing Marketing 52

Zajac Group

MARCH 11, 2025

If youve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio. However, selling appreciated stock can create significant tax implicationsultimately impeding your desire to sell. For certain high-income individuals, there is a way to defer tax liability while achieving diversification.

Taxes 52

Taxes Portfolio Investing Investments 52

Advisor Perspectives

MARCH 11, 2025

Blackstone Inc. has won approval from the US Securities and Exchange Commission to launch its newest private credit fund, one of the latest efforts to give individuals access to assets that are mostly backed by institutions.

Retail 52

Retail Commission Assets 52

Advertisement

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?

Sales