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Comments on June Employment Report

Calculated Risk

The headline jobs number in the June employment report was above expectations and April and May payrolls were revised up by 16,000 combined. NOTE: State and local government education hiring was reported at 63.5 NOTE: State and local government education hiring was reported at 63.5 thousand education jobs lost.

Education 243
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Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year: #FASuccess Ep 445 With James Conole

Nerd's Eye View

million to more than $10 million in 2025 alone) thanks in part by attracting clients who have engaged with his educational YouTube videos. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6

Education 130
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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Number 8860726. The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

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Weekend Reading For Financial Planners (January 11–12)

Nerd's Eye View

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

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Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

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Importance of Financial education & Why I Joined ICOFP – by Prem Keswani

International College of Financial Planning

My education had been in engineering, and I spent over two decades working in technical IT roles. It wasn’t just about numbers; it was about making smart decisions and planning for the future. At 46, I found myself at a turning point. For most of my career, money was just a paycheck—a way to cover expenses and stay secure.