Calculated Risk
FEBRUARY 11, 2025
The Consumer Price Index for January is scheduled to be released tomorrow. The consensus is for a 0.3% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% YoY. From Goldman Sachs economists: We expect a 0.34% increase in January core CPI (vs. 0.3% consensus), corresponding to a year-over-year rate of 3.19% (vs. 3.1% consensus).
Nerd's Eye View
FEBRUARY 11, 2025
Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, is how his two decades of experience supporting financial advisory firms has helped him uncover best practices for founders and su
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Calculated Risk
FEBRUARY 11, 2025
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 8:30 AM, The Consumer Price Index for January from the BLS. The consensus is for 0.3% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% YoY.
Wealth Management
FEBRUARY 11, 2025
The consulting firm says the wealth management industry can address the shortage by boosting productivity levels and attracting new talent.
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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
Clever Girl Finance
FEBRUARY 11, 2025
Do you ever feel like your money disappears the moment you get paid? Maybe you have mounting credit card debt or an emergency fund thats dangerously low. If you want to take control of your finances, break the cycle of overspending, and build lasting financial stability, then a low-buy year could be the perfect reset. Table of contents No-buy year vs low-buy year?
Wealth Management
FEBRUARY 11, 2025
Steward Partners' Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 11, 2025
Kathy Wunderli has about two decades of experience in private wealth. She called the companys legal team second to none in digital estate planning.
Clever Girl Finance
FEBRUARY 11, 2025
If you’re thinking about using the cash envelope system to budget effectively, having the right cash envelope wallet is key. A well-organized wallet makes it easy to divide, access, and track your cash, helping you stay committed to your budgeting goals. Without one, managing your envelopes can feel chaotic, making it harder to stick to your plan.
Wealth Management
FEBRUARY 11, 2025
Thursday, February 20, 2025 at 1:00 PM Eastern Standard Time
Diamond Consultants
FEBRUARY 11, 2025
While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging. Heres a breakdown of what advisors need to know. In an industry brimming with jargon, acronyms, and opaque terminology, its no surprise that advisors find it challenging to keep up with the ever-growing variety of models that exist in the industry landscape.
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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
Wealth Management
FEBRUARY 11, 2025
The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.
Tobias Financial
FEBRUARY 11, 2025
Dreams and financial goals are important, but reaching them would be rather impossible if no plan exists to save money for those goals. You can reach your goals and live life on your terms by paying yourself first. The Reason Lets use a simple illustration to demonstrate the impact your priorities have. Envision a large jar. You have some rocks, pebbles, and sand, and you need to fill up your jar.
Wealth Management
FEBRUARY 11, 2025
Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks all things Bitcoin.
Random Roger's Retirement Planning
FEBRUARY 11, 2025
Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. I didn't see where the original model came from or where the customized version came from either but there's something to learn from it. All I tried to do was simplify the portfolio, not do anything to improve it.
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.
Wealth Management
FEBRUARY 11, 2025
Actionable tips from Will Guidara, former owner of Eleven Madison Park, to help advisors transform how they engage with clients.
Advisor Perspectives
FEBRUARY 11, 2025
Gas prices jumped to their highest level in 3.5 months this week. As of February 10th, the price of regular and premium gas were up 5 and 6 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $72.32, down 1.1% from last week.
Wealth Management
FEBRUARY 11, 2025
The advisor marketing firm also revamped its individual advisor campaign app, with CEO Robert Sofia touting a more robust marketing platform to flow from enterprise level to individual advisors.
Advisor Perspectives
FEBRUARY 11, 2025
The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of January, the labor force participation rate is at 62.6%, up from 62.5% the previous month.
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.
Wealth Management
FEBRUARY 11, 2025
Fidelitys 10th annual M&A report shows compound annual acquisition growth of 14% in the U.S., with no signs of slowing.
Advisor Perspectives
FEBRUARY 11, 2025
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
Wealth Management
FEBRUARY 11, 2025
Carmen and Chris Lex leave Corebridge Financial to start Lex Wealth Management with LPL; meanwhile, Bluespring adds a $560M independent RIA.
Advisor Perspectives
FEBRUARY 11, 2025
If you focus too much on personality alignment, you risk turning your sales meetings into social exchanges, rather than business-focused conversations.
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.
Wealth Management
FEBRUARY 11, 2025
The Peakline name reflects the investment divisions separate identity from $65 billion wealth manager Cresset.
Advisor Perspectives
FEBRUARY 11, 2025
Designations play a crucial role in this journey, serving as milestones that show a commitment to learning and specialization.
Wealth Management
FEBRUARY 11, 2025
Merit Financial, which recently hired a new M&A leader, has acquired a Hershey, Pa.-based RIA with $233 million in client assets.
Alpha Architect
FEBRUARY 11, 2025
This paper seeks to address three pivotal questions that explore the broader economic and social impacts of IPO activity, particularly its role in influencing stock market participation through localized attention and wealth effects. Local IPOs and Household Stock Market Participation was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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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.
Wealth Management
FEBRUARY 11, 2025
Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Bob Oros as Hightower's CEO this spring.
Advisor Perspectives
FEBRUARY 11, 2025
Investors are increasingly moving into active ETFs from mutual funds, as the ETF structure may offer numerous benefits over mutual funds.
Carson Wealth
FEBRUARY 11, 2025
Understanding Tax Liability in Investment Planning To optimize your portfolios performance, it’s crucial to consider tax liability alongside investment gains. What Is Tax Liability? Tax liability is simply the amount you owe in taxes to the governmentfederal, state, and local. It may include income taxes, sales taxes, capital gains taxes, property taxes, estate taxes, etc.
Advisor Perspectives
FEBRUARY 11, 2025
Today, one in three of the 65-69 cohort, one in five of the 70-74 cohort, and nearly one in ten of the 75+ cohort are in the labor force.
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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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