Wealth Management

JUNE 20, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Calculated Risk

APRIL 7, 2025

This graph uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. New home sales peaked in 2020 as pandemic buying soared. I prefer single family starts to total starts).

Sales 241

Sales Economy Economics Investments 241

Calculated Risk

DECEMBER 4, 2024

Sales of farm equipment were a notable headwind to overall investment activity, and several contacts expressed concerns about the future prices of equipment given ongoing weakness in the farm economy. Still, contacts generally reported financing remained available.

Economics 278

Economics Economy Sales Planning 278

Nerd's Eye View

JUNE 27, 2025

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

Financial Planner 217

Financial Planner Financial Advisor Estate Planning Clients 217

Wealth Management

JULY 3, 2025

Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Calculated Risk

JULY 16, 2025

Auto sales receded modestly on average, after consumers had rushed to buy vehicles earlier this year to avoid tariffs. Home sales were flat or little changed in most Districts , and nonresidential real estate activity was also mostly steady. Uncertainty remained elevated , contributing to ongoing caution by businesses.

Economics 222

Economics Manufacturing Transportation Sales 222

Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

Taxes 52

Taxes Investments Investing Assets 52

Calculated Risk

JANUARY 1, 2025

Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

Economics 272

Economics Sales Investments Investing 272

Nerd's Eye View

JUNE 16, 2025

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

Financial Advice 233

Financial Advice Financial Advisor Financial Planning Planning 233

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it.

Financial Advice 246

Financial Advice Communication Sales Assets 246

Wealth Management

JUNE 20, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Nerd's Eye View

NOVEMBER 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

Estate Planning 243

Estate Planning Planning Communication Clients 243

Calculated Risk

JANUARY 6, 2025

This steady performance fit in with the backdrop of retail sales exceeding expectations again in the fourth quarter, with October and November witnessing 0.5% In the mid-'00s, mall investment picked up as mall builders followed the "roof tops" of the residential boom (more loose lending). sqft respectively. growth respectively.

Retail 255

Retail Sales Investments Investing 255

WiserAdvisor

JUNE 18, 2025

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

Investments 59

Investments Investing Taxes Risk Tolerance 59

Trade Brains

JUNE 26, 2025

State Bank of India (SBI) is gearing up for a colossal share sale. The nation’s largest lender picked six top investment banks. Finally, SBI’s own investment arm, SBI Capital, completes the roster. The share sale process should start by late July. The upcoming share sale will solidify its financial foundation.

Sales 52

Sales Banking Valuation Investment Advisor 52

Wealth Management

JUNE 10, 2025

It doesn’t require a significant time investment—just a willingness to be honest about what’s working, what’s not and what needs to change. Related: Four Key Questions to Help Unlock the Value of Your Practice This is certainly not a sales pitch for making a move. And the best part?

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. Charitably inclined investors can donate appreciated securities and avoid gains on the sale.

Taxes 147

Taxes Portfolio Asset Allocation Assets 147

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.

Media 195

Media Economy Retail Banking 195

Harness Wealth

JULY 14, 2025

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Importantly, depreciation previously claimed on a property is “recaptured” by the IRS at a maximum federal rate of 25% upon sale.

Taxes 52

Taxes Investments Investing Sales 52

Calculated Risk

JUNE 6, 2025

We boosted our Q2 GDP tracking estimate by 0.4pp to +3.7% (quarter-over-quarter annualized ) and left our Q2 domestic final sales estimate unchanged at -0.5%. [June 6th estimate] emphasis added From Goldman: The details of the trade balance report indicated that April exports were stronger than our previous GDP tracking assumptions.

Economics 130

Economics Sales Management Investments 130

Calculated Risk

DECEMBER 29, 2024

Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

Economics 278

Economics Sales Numbers Investments 278

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

Financial Planning 147

Financial Planning Communication Certification Clients 147

Calculated Risk

JANUARY 5, 2025

Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on this blog). Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

Economy 173

Economy Economics Sales Investments 173

Calculated Risk

MARCH 21, 2025

Here is my outlook at the start of 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025? Next week Ill update my outlook for housing starts, home sales, house prices and more based on the policy changes. What will happen with house prices in 2025?

Sales 162

Sales Investments Investing Marketing 162

Wealth Management

JULY 2, 2025

April 14, 2025), a district court held on summary judgment that an insider didn’t have to disgorge his profits from the sale of stock received from a grantor retained annuity trust. The insider, who owns more than 10% of any one class of the company’s securities, must have made a purchase and a sale within a 6-month period.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Nerd's Eye View

JULY 8, 2025

In this episode, we talk in-depth about how James found that transitioning from audio and video content covering general personal finance topics to material specifically for his ideal target clients (pre-retirees and retirees with at least $2 million in investible assets) initially led to fewer viewers but ultimately to more interested prospects, why (..)

Education 130

Education Clients Financial Advisor Assets 130

Trade Brains

JUNE 24, 2025

440 crore and an offer for sale of 1.22 Its sales and marketing team consists of 23 personnel as of July 31, 2024, driving nationwide customer engagement. Lead Managers of Sambhv Steel Tubes IPO Motilal Oswal Investment Advisors Limited and Nuvama Wealth Management Limited are the Book Running Lead Managers.

Manufacturing 59

Manufacturing Investment Advisor Wealth Management Investments 59

Calculated Risk

MAY 23, 2025

May 23rd estimate] emphasis added From Goldman: We left our Q2 GDP tracking estimate unchanged at +2.1% (quarter-over-quarter annualized) and our Q2 domestic final sales forecast unchanged at 0%. From BofA: Since our last weekly publication, our 2Q and 1Q GDP tracking are down two-tenths each to +2.0% q/q saar and -0.5% percent on May 15.

Sales 162

Sales Investments Investing 162

Trade Brains

JULY 1, 2025

This inflow is expected to come from various sectors through IPOs, stake sales, and private equity (PE) exits. Companies in the defence and railways sectors are also on the list for potential stake sales. lakh crore ($15–20 billion), primarily driven by major IPOs like Reliance Jio and possible promoter stake sales.

Marketing 59

Marketing Marketing Banking Government 59

Calculated Risk

MAY 2, 2025

previously), but with weaker final domestic sales. May 2nd estimate] emphasis added From Goldman: We launched our Q2 GDP tracking estimate at +2.4% (quarter-over-quarter annualized) and our Q2 domestic final sales estimate at +0.6%. We now expect 2.0% headline GDP growth (vs. percent on May 1, down from 2.4 percent on April 30.

Sales 147

Sales Management Investments Investing 147

Clever Girl Finance

JUNE 29, 2025

Seasonal sale items you don’t need 10. But once I started taking a closer look at my everyday purchases, I realized that trimming just a few habits made room for real progress—toward saving more, investing consistently, and still enjoying life. Seasonal sale items you don’t need The sale trap is sneaky. Absolutely.

Budgeting 52

Budgeting Sales Planning Investments 52

Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

The Big Picture

MAY 21, 2025

This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” A fallible human being publishing their uninformed opinion in print should never be the basis for making any intelligent investment decision. and the Nasdaq 100 of -15.9%.

Retail 207

Retail Media Electronics Investments 207

The Big Picture

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. He also spent 5 years as the company’s President, overseeing a majority of Barings business sectors, including investments, sales, operations and tech.

Insurance 195

Insurance Assets Banking Management 195

Validea

JUNE 19, 2025

Many NASDAQ 100 companies remain fundamentally sound investment opportunities when subjected to rigorous analysis, especially when market pullbacks create more attractive entry points. Discover how Validea’s models can help you identify high-quality, long-term investments, even in changing market conditions. Take a Free Trial Today!

Valuation 52

Valuation Investments Investing Sales 52

Yardley Wealth Management

JULY 9, 2025

Little did they know that over the following 129 years, their pioneering index would help shape how the public views and invests in the market. Index performance is not indicative of the past performance of a particular investment. Individuals cannot invest directly in an index. stock market index.

Marketing 52

Marketing Marketing Risk Tolerance Wealth Management 52

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246