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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.
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.
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.
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?
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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.
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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.
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%.
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.
According to DeVoe, interest rate cuts spurred a blockbuster fourth quarter for RIA dealmaking that contributed to a record 272 transactions last year.
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.
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.
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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.
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
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.
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.
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.
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.
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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.
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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.
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