Calculated Risk
JANUARY 27, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Only Moderately Lower After Tech Rout Even though there is some uncertainty about the near-term Fed rate outlook and even though we have a Fed meeting coming up on Wednesday, today was all about conventional wisdom for interest rates. Tech stocks plummeted on news of a cheap, competent, Chinese AI competitor.
Wealth Management
JANUARY 27, 2025
Mariners recruitment scheme was calculated to ensure Mariner received Edelmans trade secrets, according to amendments made to a lawsuit Edelman first filed in 2023.
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Your Richest Life
JANUARY 27, 2025
Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. Whats right for your friend, coworker or neighbor might not be the best strategy for you. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. There are upsides and drawbacks to both, so its important that you understand the full picture of each before you adopt one as an investing strategy.
Wealth Management
JANUARY 27, 2025
A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also significantly increased risk concentration.
Speaker: Erroll Amacker
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
Cornerstone Financial Advisory
JANUARY 27, 2025
Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). As Christians, we often ask ourselves, “ How does God want us to manage money? ” While the Bible offers various scriptures on finances and debt , one of the most important acts of faith is financial stewardship.
Wealth Management
JANUARY 27, 2025
The volume of fundraising for alternative investment vehicles through the retail channel reached $122 billion, reports Robert A. Stanger & Co.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JANUARY 27, 2025
Estate planning isnt just for the ultra-wealthy.
Advisor Perspectives
JANUARY 27, 2025
I recently read three very different books which were published in the last three years, all of them speaking to the problems created by the neoliberal order that has been in the ascendancy since the late ’70s but has faltered of late. The solutions that these books offer are, respectively: tweaking; evolution; and revolution.
Wealth Management
JANUARY 27, 2025
U.S. Supreme Court stays one lower courts injunction of the CTA, but another lower courts order still keeps the Act in suspended animation.
Walkner Condon Financial Advisors
JANUARY 27, 2025
Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, explores the new technology revolution, artificial intelligence advancements and their impact on data growth and financial advising.
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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.
Wealth Management
JANUARY 27, 2025
RIAs' belief in the future of the economy grew for the fourth straight month, even as the post-election bump in market sentiment faded slightly.
Advisor Perspectives
JANUARY 27, 2025
The Chicago Fed National Activity Index (CFNAI) rose to +0.15 in December from -0.01 in November. Two of the four broad categories of indicators used to construct the index increased from November and two categories made positive contributions in December. The index's three-month moving average, CFNAI-MA3, was increased to -0.13 in December form -0.26 in November.
Wealth Management
JANUARY 27, 2025
New Jersey-based advisors William Bruen, Jr. and his son Andrew Bruen are leading the firm founded by Williams grandfather, James Bruen, in 1922.
Advisor Perspectives
JANUARY 27, 2025
Four strategies for navigating crosswinds in the municipal bond market.
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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?
Wealth Management
JANUARY 27, 2025
Cedrus Financial is the latest to join under Araxs multi-boutique strategy.
Advisor Perspectives
JANUARY 27, 2025
What’s in store for stocks after two years of strong returns? Fundamental Equities Global CIO Tony DeSpirito assesses the prospects for another positive year and offers his year-ahead outlook through the lens of an active stock picker.
Wealth Management
JANUARY 27, 2025
How lessons from rideshare apps can help the DC industry better serve inexperienced advisors and brokers.
Zoe Financial
JANUARY 27, 2025
The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Understanding these phases can help you approach your financial future with clarity and confidence. 1. The Earn Phase Your journey begins here. This phase is all about maximizing your income potential while laying the groundwork for your financial future.
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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.
Wealth Management
JANUARY 27, 2025
Theyre trying to make an example of Darren Reinig so they can send a message to the broader advisor community that if you try to leave Hightower, were going to make your life expensive and litigious. And essentially that message has now popped, the advisors attorney said.
Accounting for Good
JANUARY 27, 2025
Are you a Not For Profit organisation? We know the terms and acronyms in accounting can be overwhelming at times.
Wealth Management
JANUARY 27, 2025
Ideas for nurturing children with responsibility and independence.
Accounting for Good
JANUARY 27, 2025
For many not for profit organisations having an internal finance department is costly. Outsourcing this function to professionals makes economic sense.
Speaker: Sierre Lindgren
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.
Advisor Perspectives
JANUARY 27, 2025
Six of the nine indexes on our world watch list have posted gains through January 27, 2025. France's CAC 40 is in the top spot with a year to date gain of 6.94%. Germany's DAXK is in second with a year to date gain of 6.28% while England's FTSE 100 is in third with a year to date gain of 2.95%.
Norman Marks
JANUARY 27, 2025
Todays post has, as normal, a couple of sections. In the first, I explain the problem I encountered one that I dont think is uncommon, although perhaps not to the same extent. The second part is where I suggest how to address and maybe prevent it.
Advisor Perspectives
JANUARY 27, 2025
Last year, the chief executive officer of a leading AI firm was asked at a private Silicon Valley dinner about how his company differentiated from others building “foundation models,” the systems underpinning chatbots like ChatGPT.
YouSet Insurance
JANUARY 27, 2025
If you rent your apartment, you'll need tenant insurance. However, if you own it, you'll need condo insurance.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
Advisor Perspectives
JANUARY 27, 2025
Three factors heavily influenced the financial landscape over the last 12 months — AI-focused technological optimism, hoped-for leveling up, and higher government bond yields.
Calculated Risk
JANUARY 27, 2025
The Census Bureau reports New Home Sales in December were at a seasonally adjusted annual rate (SAAR) of 698 thousand. The previous three months were revised down slightly, combined. Sales of new single-family houses in December 2024 were at a seasonally adjusted annual rate of 698,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.
Advisor Perspectives
JANUARY 27, 2025
Bitcoin and other cryptocurrencies tumbled, following technology stocks lower, as the emergence of a new Chinese artificial-intelligence model triggered a global selloff in riskier assets.
Calculated Risk
JANUARY 27, 2025
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Increase to 698,000 Annual Rate in December Brief excerpt: The Census Bureau reported New Home Sales in December were at a seasonally adjusted annual rate (SAAR) of 698 thousand. The previous three months were revised down slightly, combined. The next graph shows new home sales for 2023 and 2024 by month (Seasonally Adjusted Annual Rate).
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
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