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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4% of advisor compensation, while commission-based revenues have declined to 23% of an average advisor's revenue.
Today, in the CalculatedRisk Real Estate Newsletter: Lennar: "Didn't see typical seasonal pickup after February" Full text: This is a short note The Lennar headline is from a comment this morning. This is just one anecdote, but I believe the housing market will be impacted by policy. I started the year taking Fed Chair Jerome Powells approach to the impact of policy: Id wait to see what was implemented before changing my outlook.
NOTE: An update to the gold adjusted GDPNow will be released on March 26th. Based on the previous adjustment, it appears GDPNow (adjusted) is slightly positive for Q1. (For more on the gold adjustment, see For GDP Forecasters, Some Gold Doesn't Glitter From BofA: Our 1Q GDP tracking remains unchanged at 1.9% q/q saar and our 4Q GDP tracking also remained at 2.3% q/q saar since our last weekly publication.
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
This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy Ventures. Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. He also served as Senior Managing Director and Executive Director of Systematic Equity for Bear Stearns.
From ICE: ICE First Look at Mortgage Performance: Mortgage Delinquencies Continue to Slowly Rise with FHA Performance in the Spotlight The national delinquency rate edged up 5 basis points (bps) to 3.53% in February ; thats up 19 bps from a year ago but still 32 bps below where it was entering the pandemic FHA mortgages accounted for 90% of the 131K rise in the number of delinquencies , despite making up less than 15% of all active mortgages 4,100 homeowners in Los Angeles are now past due as
More than a decade after its 2012 launch, Citis experiment has ended with disappointed billionaires, a bitter legal battle and a lesson on the pitfalls of marketing private assets.
More than a decade after its 2012 launch, Citis experiment has ended with disappointed billionaires, a bitter legal battle and a lesson on the pitfalls of marketing private assets.
The empirical research we have reviewed shows that the (hidden) costs of index construction and rebalancing policies to investors are about 10 times the expense ratios. Adverse Effects of Index Replication was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
The SEC accused Cambridge Investment Research's RIA business of breaching its fiduciary duty in recommending certain mutual funds and money market sweep funds.
This weeks Tax Advisor Weekly covers key updates for financial professionals. First, we cover the reinstatement of 7,000 recently laid-off Internal Revenue Service (IRS) probationary employees who have been placed on administrative leave pending legal proceedings. We also highlight a report on unruly crowds at IRS tax assistance events last year. Additionally, we dive into the American Institute of Certified Public Accountants (AICPA) 2025 tax priorities, including a push to raise the Form 1099-
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.
Welcome back to Carsons Take Five with Ryan Detrick and Sonu Varghese! This week, we break down the recent 10% stock market correction, why its happening, and whether investors should be worried. With markets pulling back sharply, we provide historical context, discuss the role of tariffs, and explain why volatility is normal. Plus, we check in live from Chicagos St.
There are many options for charitable giving, including simple one-time gifts or annual checks to your favorite causes. But you might consider increasing your impact by setting up a structured , long-term philanthropic plan such as an endowment. What Is an Endowment? An endowment is a portfolio of assets that is invested to provide support for a cause.
Stansberry Asset Management's Mario Valente discusses the benefits of investing in fixed income through SMAs and provides a recap of the current fixed income environment.
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?
One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. We've looked at GAA once or twice. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives. I think the strategy borrows a little from all-weather and Permanent Portfolio.a little.
What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies.
Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an up-and-coming firm.
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 $100 Amazon gift card as a thank you for your time.
Listening What even is a podcast any more? (bloomberg.com) The case for quitting Spotify ($SPOT), or at least it's algorithm. (vox.com) How Not to Invest Meb Faber talks with Barry Ritholtz author of "How Not to Invest: The ideas, numbers, and behavior that destroy wealthand how to avoid them." (podcasts.apple.com) Josh Brown talks with Barry about the book.
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.
Valideas Strategy of the Week highlights one of our guru-based models, offering an inside look at its fundamental criteria, why they matter, and the top stocks currently favored by the strategy. This feature blends timeless investing wisdom with actionable ideas, helping you better understand and apply these proven approaches in your own investment process.
Markets Nvidia ($NVDA) stock is struggling. (sherwood.news) European stocks are not struggling. (ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. (disciplinefunds.com) ETFs The major players are rushing to launch money market fund ETFs. (riabiz.com) ETF traders are now seeing the downside of leverage.
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.
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: " Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data. " So, I'm no longer tracking hospitalizations.
The Federal Reserve held rates steady today, but downgraded the outlook for economic growth in the year ahead. Policy changes in Washington, looming tariffs, and a cautious consumer have made “uncertainty” the new favorite word in the Fed’s vocabulary.
During bull markets there are always certain investors who take things too far. They chase performance, take on too much leverage, speculate on fad investment themes and abandon diversification. Then the tide goes out and we find out who’s been swimming naked as Warren Buffett likes to say. Bear markets and corrections also cause mistakes on the opposite end of the spectrum.
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
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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