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! This month's edition kicks off with the news that Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client port

Startup 133

Startup Financial Advisor Clients Portfolio Management 133

Abnormal Returns

JANUARY 6, 2025

Advisers There is no shortage of movement among RIA C-suites. (riabiz.com) The case for delaying Social Security claiming. (thinkadvisor.com) A Q&A with Preston D. Cherry author of Wealth in the Key of Life. (thinkadvisor.com) How advisers can facilitate money discussions with clients before they get married. (thinkadvisor.com) Rising insurance costs are complicating the move for the wealthy to Florida and the like.

Insurance 162

Insurance Taxes Clients Wealth Management 162

Calculated Risk

JANUARY 6, 2025

Today, in the Calculated Risk Real Estate Newsletter: Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High A brief excerpt: From Moodys Analytics Economists: Multifamily Continued to Defy the Supply Shock, Offices Vacancy Rate Broke Another Record, Retail Rents Drift Higher with Tight Supply, And Industrial Maintains Status Quo Amid record-level inventory growth, average vacancy rate edged up 10 bps in each of the last two quarters and finished 2024 at 6.1%, 40 bps

Retail 90

Retail 90

NAIFA Advisor Today

JANUARY 6, 2025

Tom Schmidt, CFBS CLTC LACP s story is one of resilience, adaptability, and unwavering dedication. From an unconventional start in the life insurance business to becoming a highly successful financial professional, Tom has navigated a career filled with challenges and triumphs. Over the decades, he has built enduring relationships with clients, many of whom have been with him for over 30 years.

Financial Services 98

Financial Services Ethics Commission Insurance 98

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Management

Wealth Management

JANUARY 6, 2025

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

Tax Planning 90

Tax Planning Taxes Planning 90

Wealth Management

JANUARY 6, 2025

Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.

Investing 80

Investing Investments 80

Alpha Architect

JANUARY 6, 2025

Advisors and managers will have to adopt a more nuanced view of risk as recognition of the frequency of equity underperformance becomes widespread. Stocks aren’t always the best in the long-run was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Management 67

Management Asset Allocation Assets 67

Wealth Management

JANUARY 6, 2025

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty.

79

79

Advisor Perspectives

JANUARY 6, 2025

The moving average for vehicle sales per capita series peaked in August 1978. Fast forward more than 45 years, it is now down 36.5% from that peak.

Sales 59

Sales 59

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Wealth Management

JANUARY 6, 2025

A comprehensive blueprint to building a marketing strategy that truly moves the needle.

Marketing 77

Marketing Marketing 77

Validea

JANUARY 6, 2025

The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies must increase their dividend payments annually for a minimum of 25 consecutive years. This exclusive club currently has fewer than 70 members, representing diverse sectors from healthcare to manufacturing.

Healthcare 52

Healthcare Manufacturing Economics Management 52

Wealth Management

JANUARY 6, 2025

With just three clues, how many of the 10 most important investors of the past 200 years can you name?

76

76

Validea

JANUARY 6, 2025

In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including: Why all investment decisions should be grounded in evidence rather than narratives or speculation The challenge of market forecasting and why most predictions fail How market valuations have become increasingly bifurcated

Financial Planner 52

Financial Planner Marketing Marketing Valuation 52

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

Clients

Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Investing 76

Investing Investments Portfolio Assets 76

Don Connelly & Associates

JANUARY 6, 2025

For financial advisors with ambitions of taking their practice to the next level, self-awareness is fundamental to their success. Knowing your unique strengths enables you to maximize the value you deliver to clients while understandingyour weaknesses helps you address critical areas that may impact your effectiveness. Continuous self-assessment to develop a clear picture of your strengths and weaknesses is essential in a fast-evolving industry where personalized service and superior client expe

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Wealth Management

JANUARY 6, 2025

Ukrainian farmland could offer a chance to diversify your portfolio while fueling the recovery of a nation.

Investing 74

Investing Investments Portfolio Marketing 74

Random Roger's Retirement Planning

JANUARY 6, 2025

The Wall Street Journal had an article about the fear common to retirees about outliving their money. We've looked at this quite a few times. It can be difficult to switch from saving money to spending it. Knowing myself, I expect spending what we've accumulated will be difficult. The title of the WSJ article addresses outliving your money but doesn't spend very much time on a big part of the reason why this a concern which is needing needing to pay for some sort of very expensive assisted livin

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Wealth Management

JANUARY 6, 2025

Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today.

Wealth Management 59

Wealth Management Management 59

NAIFA Advisor Today

JANUARY 6, 2025

The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. Whether youre working with clients on retirement strategies or simply staying current on new regulations, this table is an invaluable resource youll find yourself consulting all year

Financial Services 52

Financial Services Consulting Retirement Numbers 52

Advisor Perspectives

JANUARY 6, 2025

Four of the eight indexes on our world watch list have posted gains through January 6, 2025. The U.S.'s S&P 500 is in the top spot with a year to date gain of 1.82%. Germany's DAXK is in second with a year to date gain of 0.96% while France's CAC 40 is in third with a year to date gain of 0.70%.

Marketing 52

Marketing Marketing 52

Financial Symmetry

JANUARY 6, 2025

When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about … Continued The post 10 Fundamentals That Guide Your Investing Decisions, Ep #232 appeared first on Financial Symmetry, Inc.

Investing 52

Investing Investments Economy Marketing 52

Advertisement

Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning

Advisor Perspectives

JANUARY 6, 2025

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $17,077 for an annualized real return of 10.75%.

Economics 52

Economics Investing Investments Marketing 52

A Wealth of Common Sense

JANUARY 6, 2025

Today’s Talk Your Book is brought to you by The Cashmere Fund: See here for more information on accessing Venture Capital with the Cashmere Fund On today’s show, we discuss: Celebrity connections within Venture Capital Utilizing networks for private investments How Cashmere was able to bring this to retail investors The tech stack needed to pull off consumer VC Getting around rules and regulations for non-acc.

Retail 52

Retail Investing Investments 52

Advisor Perspectives

JANUARY 6, 2025

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

Marketing 52

Marketing Marketing Investing Investments 52

Zoe Financial

JANUARY 6, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Assessment S&P 500 In 2024, the S&P 500 was up 25%. If you combine 2023 and 2024, the S&P 500 was up 57%. Questions That Arise Should I sell or avoid buying stocks? JP Morgan conducted a study comparing the return profile for the S&P 500 when investing at all-time highs versus any random day.

Marketing 40

Marketing Marketing Taxes Economy 40

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Numbers

Advisor Perspectives

JANUARY 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31st, it was 4.58%.

Valuation 52

Valuation Marketing Marketing Investing 52

YouSet Insurance

JANUARY 6, 2025

Looking for ways to get cheaper tenant insurance? These tips could help you reduce your premium and keep more money in your pocket this year.

Insurance 40

Insurance 40

Advisor Perspectives

JANUARY 6, 2025

The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.

Marketing 52

Marketing Marketing 52