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The post The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars appeared first on Yardley Wealth Management, LLC. The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars Let’s be honest, as a parent, you’re juggling more responsibilities than a Hollywood production assistant. Between soccer practice, homework, and snack time, planning for your child’s financial future might feel like something to worry about later.
Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. BlackRock launches a new tech feature for real-time monitoring of private markets data. These are among this week’s investment must reads for wealth advisors.
Strategy Diversification is more than just owning a lot of stocks. (fortunefinancialadvisors.com) What defines a group that makes high quality decisions? (behaviouralinvestment.com) Alternatives Charles Schwab ($SCHW) views alternatives as a (big) opportunity. (riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. (institutionalinvestor.com) Retail Walgreens ($WBA) is closing some 1,200 stores.
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Retail Just how profitable is to trade against retail order flow? (papers.ssrn.com) Zero commissions could obscure the true costs of trading. (papers.ssrn.com) Quant stuff How XTX Markets have generated huge profits using cutting edge quant models. (on.ft.com) A look at the companies behind the scenes setting odds at online sports books. (bloomberg.com) Jane Street interns make good coin.
Today, in the Calculated Risk Real Estate Newsletter: Lawler: Changes in Various Interest Rates Since the FOMC Cut Its Target Fed Funds Rate by 50 Basis Points A brief excerpt: From housing economist Tom Lawler: Below is a table showing changes in various interest rates from the day before the FOMC’s 50 basis point cut in its Fed Funds rate target and last Friday.
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Today, in the Calculated Risk Real Estate Newsletter: Lawler: Changes in Various Interest Rates Since the FOMC Cut Its Target Fed Funds Rate by 50 Basis Points A brief excerpt: From housing economist Tom Lawler: Below is a table showing changes in various interest rates from the day before the FOMC’s 50 basis point cut in its Fed Funds rate target and last Friday.
Britt joins the firm from Thomson Reuters. She will take over from outgoing CFO Jon Frojen and will be based at Osaic’s headquarters in Scottsdale, Ariz.
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 results for the mortgage purchase applications index.
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-October 2024 A brief excerpt: On Friday, in Part 1: Current State of the Housing Market; Overview for mid-October 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab with a combined $825 million in assets.
The Great Financial Crisis decimated the balance sheets of most Americans. How could it not? Housing prices were down by nearly 30%. The stock market crashed almost 60%. The unemployment rate hit double-digits. It was the worst economic period most of us have ever lived through. The collective net worth of American households reached roughly $66 trillion by the end of 2007.
Welcome everyone! Welcome to the 407th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. What's unique about Mark, though, is how he uses a liability-driven-investing approach to build retirement portfolios and manage sequence of return risk, with a particular focu
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
By Corey Williams Systems and routines are important to me. They took me to MDRT’s Top of the Table and gave me more time for my family. Without systems, you hold yourself back from a more fulfilling life. Planning for the day You achieve goals on a step-by-step, day-by-day basis. So, it’s important to start the day off right. Each morning, I meditate, exercise and do affirmations and journaling.
Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
In the world of Indian public sector undertakings (PSUs), achieving “Maharatna” status is similar to earning a prestigious badge of honor. Recently, Hindustan Aeronautics Limited (HAL) has achieved the prestigious Maharatna status, marking a significant milestone in its operations. This recognition enhances HAL’s operational and financial autonomy, allowing for strategic decision-making without government constraints.
India’s commercial real estate sector is witnessing a remarkable upswing. According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. This figure eclipses the previous high of 60.6 million in 2019. Major metropolitan areas like Bengaluru, Mumbai, and Pune are spearheading this growth trend.
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
Listen as Nona Rosa, Director of Practice Management at Avantax as she highlights the firm’s dedication to investing in talent through an innovative coaching program.
All right, let's get into this. Today the STKD Bitcoin & Gold ETF (BTGD) appears to have started trading. The fund's website says October 15 is the inception date but Yahoo Finance doesn't have it yet. It's from Quantify Funds but Newfound Research, ReSolve Asset Management and Return Stacked ETFs are all involved too. BTDG leverages up to own 100% Bitcoin and 100% gold in a similar fashion as the ReturnStacked suite of ETFs.
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.
By adopting best-in-class technologies, wealth management firms can position themselves as leaders in a competitive market, attracting more right-fit clients, and achieving sustainable growth.
AI-powered growth concentrates among larger firms and is associated with higher industry concentration. Our results highlight that new technologies like AI can contribute to growth and superstar firms through product innovation. Artificial intelligence, firm growth, and product innovation was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Rich Campbell 's long-standing career and commitment to helping families secure their financial future exemplify the values of NAIFA and the financial services profession. His passion for the industry and dedication to his clients continue to inspire those around him. Rich was recruited into the financial services industry over two decades ago. That opportunity opened the door to a rewarding career where he found his passion for helping others achieve financial security.
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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