Calculated Risk

FEBRUARY 7, 2025

Important: There were the same number of working days in January 2025 (21) as compared to January 2024 (21). Note that most of these early reporting markets have shown stronger year-over-year sales than most other markets for the last several months.

Marketing 261

Marketing Marketing Sales Numbers 261

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Calculated Risk

APRIL 4, 2025

The headline jobs number in the March employment report was above expectations, however, January and February payrolls were revised down by 48,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.8 Earlier: March Employment Report: 228 thousand Jobs, 4.2%

Numbers 179

Numbers Economics 179

Calculated Risk

JANUARY 22, 2025

The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. Click on graph for larger image.

Clients 270

Clients Investing Investments Numbers 270

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. I am very excited about this,my first book in 15 years.

Investing 189

Investing Investments Numbers 189

Calculated Risk

NOVEMBER 26, 2024

From Intercontinental Exchange (ICE): • Home price growth edged slightly higher in October to +3.0% (from +2.9%

Numbers 147

Numbers Sales 147

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 173

Estate Planning Portfolio Management Communication Planning 173

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Calculated Risk

FEBRUARY 7, 2025

The headline jobs number in the January employment report was below expectations, however, November and December payrolls were revised up by 100,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.5 million, changed little in January. million from 4.36

Numbers 179

Numbers Economics 179

Calculated Risk

APRIL 8, 2025

Important: There were the same number of working days in March 2025 (21) as in March 2024 (21). Note that most of these early reporting markets have shown stronger year-over-year sales than most other markets for the last several months.

Marketing 162

Marketing Marketing Sales Numbers 162

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Calculated Risk

DECEMBER 24, 2024

Thus, for Vintage 2023 the 2024 numbers are projections, and for Vintage 2024 the 2025 numbers are projections. Note: Each population Vintage includes projections of the resident population for the subsequent year.

Numbers 173

Numbers 173

Wealth Management

APRIL 9, 2025

Open, honest and candid discussion about March jobs numbers, Commonwealth ruling overturned, PEPs in DC plans and the future of revenue sharing.

Numbers 222

Numbers Planning 222

Calculated Risk

JANUARY 23, 2025

Here is their weekly report: Weekly Housing Trends ViewData for Week Ending January 18, 2025 Active inventory increased, with for-sale homes 25.1% For the 63rd consecutive week, the number of homes for sale has increased compared to the same time last year. Realtor.com has monthly and weekly data on the existing home market.

Numbers 147

Numbers Sales Marketing Marketing 147

Wealth Management

JANUARY 15, 2025

Open, honest and candid discussion about Mariner, a boom in micro DC plans, the December job numbers, Pontera's partnership with Hightower and more.

Numbers 259

Numbers Planning 259

Calculated Risk

MARCH 16, 2025

Weekend: Schedule for Week of March 16, 2025 FOMC Preview Monday: At 8:30 AM ET, Retail sales for February is scheduled to be released. Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for a 0.7% increase in retail sales. The consensus is for a reading of -2.0,

Retail 147

Retail Sales Manufacturing Numbers 147

Calculated Risk

JANUARY 15, 2025

Manufacturing decreased slightly on net, and a number of Districts said manufacturers were stockpiling inventories in anticipation of higher tariffs. Contacts expected prices to continue to rise in 2025, with some noting the potential for higher tariffs to contribute to price increases. Energy activity was mixed. emphasis added

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Calculated Risk

MARCH 7, 2025

The headline jobs number in the February employment report was slightly below expectations, and December and January payrolls were revised down by 2,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons increased by 460,000 to 4.9 million in February.

Numbers 147

Numbers Economics 147

Calculated Risk

APRIL 2, 2025

From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for January 2025. And here is a graph is of the number of states with one month increasing activity according to the Philly Fed. The map is mostly positive on a three-month basis. Source: Philly Fed.

Manufacturing 162

Manufacturing Banking Numbers Economics 162

Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. citywire.com) Putting some numbers on the coming wave of adviser retirement. riabiz.com) Five ways to boost your business in 2025 including 'Proactive communication.' kitces.com) The number of CFPs topped 103,000. thinkadvisor.com)

Communication 147

Communication Wealth Management Financial Advising Retirement 147

Calculated Risk

APRIL 9, 2025

From the Philly Fed : The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for February 2025. And here is a graph is of the number of states with one month increasing activity according to the Philly Fed. The map is mostly positive on a three-month basis. Source: Philly Fed.

Manufacturing 147

Manufacturing Banking Numbers Economics 147

Calculated Risk

FEBRUARY 17, 2025

Weekend: Schedule for Week of February 16, 2025 Tuesday: At 8:30 AM ET, The New York Fed Empire State manufacturing survey for February. Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for a reading of -1.0, up from -12.6. At 10:00 AM, The February NAHB homebuilder survey.

Manufacturing 162

Manufacturing Numbers Sales Marketing 162

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Ready to Make 2025 Your Best Year Yet? Case in point, Kevin Brown.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Calculated Risk

MARCH 11, 2025

The Federal Reserve began the process of gradually reducing the size of its balance sheet in early June, and from June 8, 2022 to February 26, 2025 the Federal Reserves balance sheet had declined to a little under $6.8 a 10-year Treasury purchase at the end of February 2023 would be have an 8 year maturity at the end of February 2025).

Assets 165

Assets Portfolio Accounting Marketing 165

The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. Thanks for reading. And he’s right, of course.

Numbers 75

Numbers Marketing Marketing Medicine 75

Calculated Risk

FEBRUARY 19, 2025

From the Fed: Minutes of the Federal Open Market Committee, January 2829, 2025. Business contacts in a number of Districts had indicated that firms would attempt to pass on to consumers higher input costs arising from potential tariffs.

Economy 147

Economy Economics Numbers Marketing 147

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section!

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. More Money Protected from Taxes Good news for your walletyou can shield more of your income from taxes in 2025. Smart Ways to Grow Your Investments Here’s some welcome news for investorsthe tax benefits for long-term investments continue in 2025.

Taxes 64

Taxes Retirement Tax Planning Planning 64

Abnormal Returns

DECEMBER 11, 2024

on.ft.com) Alternatives The number of hedge fund startups is dwindling. bonddad.blogspot.com) Is the Fed going to be satisfied with inflation going into 2025? (on.ft.com) Memecoin pump-and-dumps have become normalized. defector.com) The celebrity memecoin playbook is now well developed. over the past twelve months.

Startup 162

Startup Retail Media Economy 162

Dear Mr. Market

APRIL 2, 2025

Read more : March Madness: Final Four Investing Bracket 2025 Large Cap Region: The Heavyweights Clash This years large-cap region includes some of the markets biggest names. Eli Lilly , on the other hand, boasts a robust pipeline and solid earnings, making it a relatively safer and more predictable investment for the remainder of 2025.

Investing 62

Investing Investments Valuation Advertising 62

Nerd's Eye View

JULY 10, 2024

However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. And yet, the timing of the sunset provision at the end of 2025 means that the actual fate of TCJA will largely hinge on the uncertain outcome of the 2024 U.S.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

Calculated Risk

SEPTEMBER 18, 2024

The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2025. Click on graph for larger image.

Clients 323

Clients Numbers Economics Investing 323

Validea

JANUARY 4, 2025

Here are the top ten highest scoring stocks for January 2025. The number of stocks meeting 100% of the strategies tests has risen this month, with Five Below, Lululemon and Lam Research added since last month. Start investing like the Oracle of Omaha today!

Valuation 52

Valuation Investments Investing Numbers 52