This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary). Among these, the Education component offers the greatest flexibility in how it can be completed.
You might have been bored by the not-so-Superbowl last night (at least the better team won this year). Several non-football fans went to see the Becoming Led Zeppelin documentary (they raved). But neither the game nor Zep’s origin story was the biggest story last night. Rather, the most intriguing aspect of last night was the gambling. Sports betting on Super Bowl LIX (2025) was estimated at more than $1.5 billion — a 15% increase compared to 2024.
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-February 2025 A brief excerpt: This 2-part overview for mid-February provides a snapshot of the current housing market. I always focus first on inventory, since inventory usually tells the tale ! Im watching months-of-supply closely. New home inventory, as a percentage of total inventory, is still very high.
Markets Too many people confusing speculating for investing. (ritholtz.com) The end of ZIRP did not kill off speculation. (ft.com) Big tech Callie Cox, "History is littered with the tombstones of once-dominant companies who couldnt pivot to the next big thing." (optimisticallie.com) The scale of capital expenditures by the Mag Seven is unprecedented.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
From Matthew Graham at Mortgage News Daily: Mortgage Rates Microscopically Lower to Start New Week Mortgage rates have been on a vacation from volatility since January 16th when they fell back toward 7% after hitting the highest levels since May 2024. Top tier 30yr fixed rates have operated inside a 0.13% range since then and a narrower 0.08% range for the past 2 weeks. on Wednesday, volatility potential increases significantly with the release of the Consumer Price Index (CPI), which is the fir
Investing How the model portfolio business is evolving. (morningstar.com) Robinhood's ($HOOD) proposed robo-advisor offering seems plain vanilla. (riabiz.com) Health The case against HSAs. (kitces.com) People seem to underestimate the chances of needing long term care. (crr.bc.edu) Advisers Certifications are important, but connecting with clients is paramount.
Altos reports that active single-family inventory was down 0.4% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in late January or February. Inventory is now up 1.3% from the bottom four weeks ago. Inventory has been little changed over the last 4 weeks. The first graph shows the seasonal pattern for active single-family inventory since 2015.
147
147
Sign up to get articles personalized to your interests!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Altos reports that active single-family inventory was down 0.4% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms in late January or February. Inventory is now up 1.3% from the bottom four weeks ago. Inventory has been little changed over the last 4 weeks. The first graph shows the seasonal pattern for active single-family inventory since 2015.
An attorney representing Frank Black in his case against FINRA believes the issue of whether the self-regulatory organizations enforcement proceedings are constitutional could hit the Supreme Court within the next several years.
Happy clients are pure gold for growing your financial planning practice. The XYPN benchmarking survey repeatedly confirms that satisfied clients are one of your most valuable sources for high-quality referrals. If you haven't started cultivating a referral culture in your firm yet, there's no better time than now.
Recently, a fire broke out in my condo complex just after midnight. Most of us only woke up because we heard a loud boom. Thankfully, no one was hurt, but three detached garages burned completely down, along with the cars inside. Five other vehicles parked nearby sustained body damage from the heat. My building had minor damage to the siding and windows facing the fire.
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.
Effective communication is the cornerstone of enduring and trusting relationships. For financial advisors, its the key to meaningful client engagement that fosters deeper discussions and stronger connections. At the core of meaningful engagement is asking the right questions. Open-ended questions, in particular, can transform a conversation, moving it beyond stunted yes or no answers to delve more deeply into what matters to a clientto understand the why behind their thinking.
Today’s Talk Your Book is brought to you by Longboard Asset Management: See here for more information on their trend-following strategy LONGX On today’s show, we discuss: What alternative investments are The S&P 500 is the World’s Largest Momentum Strategy Does Trend-Following Still Work on Stocks? How Longboard builds its trend following strategy Setting expectations around trend following How to p.
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?
In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today’s high-speed algorithmic trading environment. Key topics covered: Why traditional market valuation metrics may need updating for the modern era A novel way to measure productivity through “profit per job” a
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.
Two new pieces are well worth reading. Raising your game from the Risk Coalition[1] has a subtitle that I really like: Pursue opportunities. Navigate risks.
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.
Like we were saying the other day, bonds should be boring. I used this chart to ask what do you want your fixed income holdings to look like. To the Kelly quote, which lines look boring to you? Simplify put out a paper that digs into the Simplify Currency Strategy ETF (FOXY) that we touched on the other day. If you have curiosity about it, the paper is worth reading.
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.
Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Former First Republic executive Dave Breslin has been quietly building General Catalysts wealth business over the last year and change. Heres a look inside the vision, approach and growth thus far.
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of January 31st, the index was at 22.070, down 1.180 from the previous week, with 4 of the 6 components in expansion territory.
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
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
237 
Let's personalize your content