Wealth Management

APRIL 17, 2024

Verdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and more.

Compliance 82

Compliance Management Investing Investments 82

Calculated Risk

FEBRUARY 13, 2024

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up around 8% year-over-year. This graph shows the YoY price change for Services and Services less rent of shelter through January 2024. Services were up 5.0% YoY in December.

Food 125

Food 125

Wealth Management

APRIL 18, 2024

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.

Financial Services 96

Financial Services Clients Financial Advisor 96

Calculated Risk

MARCH 4, 2024

30 year fixed 7.09% ] emphasis added Tuesday: • At 10:00 AM: the ISM Services Index for February. CPI caused a stir just before the sideways vibes set in and this Friday's jobs report is just as capable. [

73

73

Nerd's Eye View

MARCH 13, 2023

In a word: Services. Because advisory firms still – and will always – continue to need team members to provide service and handle the tasks that go beyond what technology alone can automate. So what’s the alternative for advisor platforms to differentiate in the future?

Compliance 186

Compliance Portfolio Management Planning Financial Advisor 186

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 The seasonally adjusted final S&P Global US Services PMI Business Activity Index registered 46.2 percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Wealth Management

APRIL 4, 2024

AdvicePay's study found the reoccurring fee model remains popular, with 83% of all invoices sent through the service being for subscriptions.

105

105

Calculated Risk

APRIL 2, 2024

At 10:00 AM, the ISM Services Index for March. This report is for private payrolls only (no government). The consensus is for 155,000 payroll jobs added in March, up from 140,000 added in February. •

Government 70

Government 70

Mish Talk

DECEMBER 9, 2022

Last month I noted the PPI cools with first decline in services in two years. percent advance in prices for final demand services. Prices for final demand less foods, energy, and trade services moved up 0.3 Year-over-year, the services PPI is up 5.9 Margins for final demand trade services rose 0.7 percent actual.

Food 187

Food Transportation Retail Advertising 187

Wealth Management

JANUARY 29, 2024

Bernstein Private Wealth Management's initiative will include four senior executives, a dedicated service team and an focus on family governance research.

Wealth Management 98

Wealth Management Government Management 98

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Financial Planning 231

Financial Planning Sales Planning Financial Advisor 231

Mish Talk

NOVEMBER 15, 2022

In contrast, the index for final demand services decreased 0.1 Prices for final demand less foods, energy, and trade services advanced 0.2 Year-over-year, the index for final demand less foods, energy, and trade services increased 5.4 Year-over-year, the services PPI is up 6.3 percent in October following a 0.3-percent

Transportation 181

Transportation Food Retail Advertising 181

Calculated Risk

JUNE 13, 2023

This graph shows the YoY price change for Services and Services less rent of shelter through May 2023. Services were up 6.3% Services less rent of shelter was up 4.2% Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? Click on graph for larger image. YoY in April.

Food 142

Food Economics 142

Calculated Risk

MAY 10, 2023

This graph shows the YoY price change for Services and Services less rent of shelter through March 2023. Services were up 6.8% Services less rent of shelter was up 5.2% Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? Click on graph for larger image. YoY in March.

Food 145

Food Economics 145

Wealth Management

JANUARY 25, 2024

Prospera Generational Wealth leverages internal and outsourced talent to offer Prospera's wealthiest families a broader range of comprehensive services.

80

80

Calculated Risk

DECEMBER 12, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned earlier when services less rent of shelter was up 7.6% This graph shows the YoY price change for Services and Services less rent of shelter through November 2023. Services were up 5.2% Services less rent of shelter was up 3.5%

Food 102

Food 102

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982.

Financial Services 64

Financial Services Ethics CFP Education 64

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Advisor Perspectives

APRIL 3, 2024

The Institute of Supply Management (ISM) has released its March services purchasing managers' index (PMI). The headline composite index is at 51.4, falling short of the 52.8 The latest reading marks the 15th straight month the index has been expansion territory.

Management 64

Management 64

Wealth Management

DECEMBER 19, 2023

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan.

Financial Advisor 102

Financial Advisor Retirement 102

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 105

Retirement Retirement Planning Wealth Management Consulting 105

Calculated Risk

JANUARY 11, 2024

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned early last year when services less rent of shelter was up 7.6% This graph shows the YoY price change for Services and Services less rent of shelter through November 2023. Services were up 4.9% year-over-year. YoY in November.

Food 78

Food 78

Discipline Funds

JANUARY 5, 2024

This shows the ISM Services Employment Index. Services have been extremely strong for the last few years and it’s been a consistent bright spot in the economy. ISM Services Employment fell to 43.4 This is a chart that people will be talking about for a long time now. Now to the data. in December.

Economy 81

Economy Marketing Marketing 81

Steve Feinberg

NOVEMBER 29, 2023

At Appletree Business Services, everything we do is for our clients—from bookkeeping to payroll and more. And while hearing their feedback is more than enough for us, it’s always nice when our services are recognized by the wider industry. Clutch stands as the authoritative global marketplace for B2B service providers.

B2B 98

B2B Ethics Clients Accounting 98

Calculated Risk

AUGUST 10, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up 7.6% This graph shows the YoY price change for Services and Services less rent of shelter through July 2023. Services were up 5.7% Services less rent of shelter was up 3.3%

Food 95

Food Insurance Economics Accounting 95

Wealth Management

DECEMBER 13, 2023

Kudu's minority investment in Sage Advisory Services will support succession and technology initiatives for the Austin-based institutional asset manager.

Management 104

Management Investing Investments Assets 104

Nerd's Eye View

OCTOBER 10, 2023

Grier is the founder of Advisor Transition Services, a consulting firm based in Cary, North Carolina, that helps advisors switch from one broker-dealer or custodian platform to another, often when breaking away from a larger firm to start up their own. Welcome everyone! Welcome to the 354th episode of the Financial Advisor Success Podcast !

Financial Advisor 178

Financial Advisor Clients Communication Consulting 178

Calculated Risk

JULY 12, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had been mentioning when services less rent of shelter was up 7.6% This graph shows the YoY price change for Services and Services less rent of shelter through June 2023. Services were up 5.7% Services less rent of shelter was up 3.2%

Food 97

Food Insurance Economics Accounting 97

Advisor Perspectives

APRIL 3, 2024

services purchasing managers' index (PMI) conducted by S&P Global came in at 52.1, The March U.S. just below the 52.2 The latest reading keeps the index in expansion territory for the 14th straight month.

Management 59

Management 59

Calculated Risk

APRIL 3, 2024

The ISM® Services index was at 51.4%, down from 52.6% From the Institute for Supply Management: Services PMI® at 51.4% March 2024 Services ISM® Report On Business® Economic activity in the services sector expanded in March for the 15th consecutive month as the Services PMI® registered 51.4 (Posted with permission).

Economics 54

Economics Management 54

Steve Feinberg

SEPTEMBER 15, 2022

We’re pleased to announce that Appletree Business Services LLC has acquired Cold Spring Business Services LLC, a provider of bookkeeping, payroll and tax services. Van will become part of the Appletree staff to help service clients and bring a wealth of tax knowledge. About Appletree Business Services, LLC.

Taxes 76

Taxes Clients Marketing Marketing 76

Advisor Perspectives

MARCH 5, 2024

The Institute of Supply Management (ISM) has released its February services purchasing managers' index (PMI). The headline composite index is at 52.6, falling short of the 53.0 The latest reading marks the 14th straight month the index has been expansion territory.

Management 64

Management 64

Wealth Management

OCTOBER 31, 2023

The deal adds over 350 retirement plans and about $13 billion in assets to Creative Planning’s existing retirement plan services team.

Retirement 91

Retirement Planning Retirement Planning Assets 91

Wealth Management

FEBRUARY 29, 2024

Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value.

Clients 87

Clients 87

Calculated Risk

DECEMBER 4, 2023

Also at 10:00 AM, the ISM Services Index for November. The last release was on November 14th and it sent rates quickly lower. [ 30 year fixed 7.11% ] emphasis added Tuesday: • At 8:00 AM ET, Corelogic House Price index for October. • At 10:00 AM, Job Openings and Labor Turnover Survey for October from the BLS. The consensus is for 52.5,

Economics 70

Economics 70