Wealth Management
JANUARY 30, 2025
Advisor Thomas Chadwick allegedly lost clients $11.1 million, and several of them blame Fidelity's lack of supervision, according to a statement filed with FINRA.
Calculated Risk
JANUARY 30, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, 8:30 AM ET: Personal Income and Outlays for December. The consensus is for a 0.4% increase in personal income, and for a 0.5% increase in personal spending. And for the Core PCE price index to increase 0.2%. PCE prices are expected to be up 2.5% YoY, and core PCE prices up 2.8% YoY.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
JANUARY 30, 2025
Florida is the best state to retire in in 2025. But after that, states out West like Colorado and Wyoming rank high for retirement.
Advisor Perspectives
JANUARY 30, 2025
The National Association of Realtors® (NAR)unexpectedly fell 5.5% in December to 74.2, the first monthly decline since July. Pending home sales were expected to be unchanged from the previous month. The index is down 5.0% from one year ago.
Advertisement
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 30, 2025
Steward Partners' Scott Danner discusses the current trends impacting M&A in the RIA space.
Advisor Perspectives
JANUARY 30, 2025
Real gross domestic product (GDP) is comprised of four major subcomponents. In the Q4 GDP advance estimate, three of the four components made positive contributions.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JANUARY 30, 2025
In the week ending January 25th, initial jobless claims were at a seasonally adjusted level of 207,000. This represents a decrease of 16,000 from the previous week's figure. The latest reading was better than the 224,000 forecast.
Wealth Management
JANUARY 30, 2025
Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.
Advisor Perspectives
JANUARY 30, 2025
The advance estimate for Q4 GDP came in at 2.25%, a deceleration from 3.07% for the Q3 final estimate. With a per-capita adjustment, the headline number is lower at 1.66%, a slowdown from 2.47% for the Q3 headline number.
Wealth Management
JANUARY 30, 2025
We know the need is going to be long-standing, and its going to be immense, said one Los Angeles-based advisor.
Advertisement
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 30, 2025
The U.S. economy grew at a slower pace than expected in the fourth quarter of 2024. Real gross domestic product increased at an annual rate of 2.3% in Q4 2024, according to the advance estimate. The latest estimate is below the forecasted 2.7% growth and is slower than the Q3 final estimate of 3.1%.
Wealth Management
JANUARY 30, 2025
The firms CEO cited a very competitive recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay off.
Advisor Perspectives
JANUARY 30, 2025
By now, almost everyone has heard about DeepSeek, the Chinese-made AI that has taught the US a thing or two about building cheaper artificial intelligence.
Wealth Management
JANUARY 30, 2025
According to DeVoe, interest rate cuts spurred a blockbuster fourth quarter for RIA dealmaking that contributed to a record 272 transactions last year.
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 30, 2025
You’ve likely heard the saying “when the going gets tough, the tough get going.” A similar principle can apply to investing: “when the going gets tough, stay in the market.
Wealth Management
JANUARY 30, 2025
Treat wealth as a family business.
Advisor Perspectives
JANUARY 30, 2025
Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe there will be ample opportunities to invest in attractively valued quality growth companies in 2025.
Wealth Management
JANUARY 30, 2025
Announced separately this week, the updated technology will provide firms with more choice in cloud data management and access to workplace retirement plans from within Orion Trading.
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
Advisor Perspectives
JANUARY 30, 2025
In today’s post, we will examine the money supply represented by M2, the Federal budget deficit, the Fed’s previous adventures with QE, and the correlation to inflation.
Wealth Management
JANUARY 30, 2025
Pitcairn has also launched a new RIA, Pitcairn Wealth Advisors, to which it will transition the vast majority of its $9 billion in assets this year.
Random Roger's Retirement Planning
JANUARY 30, 2025
Meb Faber hosted well know trend following manager Jerry Parker for a podcast. The two partner on Cambria Chesapeake Pure Trend ETF (MFUT). Parker also manages the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). They've done at least one other podcast together and I wrote about that one too so just a couple of points to make today. Yes, there is plenty of history to support the idea that managed futures is pretty reliable when it comes to functioning as crisis alpha.
Wealth Management
JANUARY 30, 2025
Learn how SHP Wealth is driving organic growth while still focusing on client needs.
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.
Advisor Perspectives
JANUARY 30, 2025
Concerns about the outlook for Treasuries have fueled a resurgence of interest in the Magnificent 7 as a target for safe-haven flows.
Wealth Management
JANUARY 30, 2025
Gerry Spitzer of Questar Capital Partners shares his perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
Advisor Perspectives
JANUARY 30, 2025
Can corporate profits reignite after a rocky 2024? This earnings season could either fuel the market’s fire or leave it gasping for air.
Wealth Management
JANUARY 30, 2025
Despite advisor movement remaining below historical norms, LPL is growing its win rate in the recruiting game, said CEO Rich Steinmeier.
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.
Advisor Perspectives
JANUARY 30, 2025
Boeing Co. reported on Tuesday that it burned through $14 billion of cash in 2024 and is likely to post negative cash flow this year as well. Regardless, its shares jumped as much as 7.6%.
Calculated Risk
JANUARY 30, 2025
From the Las Vegas Visitor Authority: December 2024 Las Vegas Visitor Statistics Closing out the year with Dec visitation of 3.4M visitors (+0.2% YoY), Las Vegas hosted approx. 41.7M visitors for the year, up 2.1% from last years 40.8M visitors. With a strong December to end the year, Las Vegas convention attendance reached roughly 6.0M for the year, matching last year's tally.
Advisor Perspectives
JANUARY 30, 2025
We wrote this in the evening last night and with the news so fluid, there are further things we could add this morning.
Calculated Risk
JANUARY 30, 2025
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in December and a Look Ahead to January Sales A brief excerpt: After the National Association of Realtors (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in December.
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.
Expert insights. Personalized for you.
273 
Let's personalize your content