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Welcome everyone! Welcome to the 412th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anjali Jariwala. Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 cli
The best compliment I can offer any financial writer: I wish I had written that. I’ve had that thought about John Rekenthaler’s work numerous times over the years. I’ve always admired his common sense, straight-shooter approach to investment writing. Last week, Rekenthaler penned his farewell column for Morningstar. Instead of providing a retrospective on his own career, he wrote an ode to the U.S. stock.
Bonds Shorting low quality credit is not the same as shorting equities. (mailchi.mp) What does the VIX tell us about corporate bond spreads? (mrzepczynski.blogspot.com) Bond and equity ETF liquidity is different. (papers.ssrn.com) Private credit Is private credit in a bubble? (alphaarchitect.com) Why publicly traded vehicles for private credit don't work as well.
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
Markets The U.S. stock market is constantly doubted, evidence to the contrary. (awealthofcommonsense.com) You can't have a bubble without this group of investors. (behaviouralinvestment.com) Finance Portfolio trading is a growing force in credit markets. (ft.com) Robinhood ($HOOD) is buying TradePMR. (investmentnews.com) ETFs The filing for the SSGA Bridgewater All Weather ETF is live.
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • During the day: The AIA's Architecture Billings Index for October (a leading indicator for commercial real estate).
Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing. These are among the investment must reads we found this week for wealth advisors.
This paper examines the level of financial literacy across the 27 EU member states, using data from the 2023 Flash Eurobarometer 525 survey. Financial Knowledge in Europe: Women Lag Men in their financial Literacy was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Don’t wait for financial symptoms to show up. Annual financial checkups can help maintain your current financial fitness and support your long-term financial wellbeing.
Kaival Patel was previously convicted of charges stemming from a plan to collect commissions on falsely prescribed compound medications, according to the Justice Department.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Reengineering processes through automation, streamlining, and delegation enables financial advisors to provide greater value while spending more quality time with clients.
Alphabet Inc.’s Chrome browser could fetch as much as $20 billion if a judge agrees to a Justice Department proposal to sell the business, in what would be a historic crackdown on one of the world’s biggest tech companies.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Nvidia Corp., the chipmaker at the center of a boom in artificial intelligence use, is teaming up with Alphabet Inc.’s Google to pursue another technology once relegated to science fiction: quantum computing.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Last week showcased the complexities driving markets and the economy, with inflation data, Federal Reserve commentary, and political developments at the forefront. While inflation metrics in the CPI came in as expected, the PPI surprised on the higher side, pushing up estimates for the Fed's preferred PCE inflation gauge.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
The period from the 1960s to the 1990s defined by record-setting inflation and big swings in GDP bears a striking resemblance to the current environment.
Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index.
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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