Nerd's Eye View
APRIL 14, 2025
Centers Of Influence (COIs) play a vital role in the growth and service capabilities of a financial advisory firm. When cultivated with care, these relationships can become valuable sources of client referrals and collaborative insight – especially because COIs and advisors often work with similar client profiles. However, establishing these relationships isn't always easy.
Calculated Risk
APRIL 14, 2025
Today, in the Calculated Risk Real Estate Newsletter: Watch Inventory and Why Measures of Existing Home Inventory appear Different A brief excerpt: We are in a period of significant policy uncertainty and there isnt a good historical analog for the current period. However, for housing, the key will be to watch inventory. Existing home inventory will provide clues on house prices, and a combination of existing and new home inventory will indicate what will happen with housing starts.
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Wealth Management
APRIL 14, 2025
RIAs and consultants discuss the opportunities and perils of furthering organic growth amid volatile markets.
Calculated Risk
APRIL 14, 2025
Altos reports that active single-family inventory was up 2.3% week-over-week. Inventory is now up 12.5% from the seasonal bottom in January and is increasing. Usually, inventory is up about 5% or 6% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Wealth Management
APRIL 14, 2025
Ryan Nauman and Joy Yang delve into the importance of robust diversification and understanding risk, especially during turbulent market conditions.
The Big Picture
APRIL 14, 2025
The transcript from this weeks, MiB: Anthony Yoseloff, Davidson Kempner CIO , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX insert transcript here XXXXX ~~~ The post Transcript: Anthony Yoseloff, Davidson Kempner CIO appeared first on The Big Picture.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
APRIL 14, 2025
Living stingy might not sound like the most glamorous lifestyle. In fact, most people associate the term with being cheap, skipping out on fun, or pinching pennies until they scream. But it doesnt have to mean sacrificing joy or depriving yourself. In fact, it can be the gateway to financial peace, clarity, and freedom. Table of contents What does living stingy actually mean?
Wealth Management
APRIL 14, 2025
Both firms see a need to bridge client data between the widely used financial planning tool with the trust and estate tech platform.
Financial Symmetry
APRIL 14, 2025
If you are like me and are a few months into parenthood, you may be starting to think about how you can best save for your new childs future, especially as birthday money and other gifts from friends or relatives have piled up. Fortunately, there are several types of savings accounts specifically for those under the “age of majority (this is a legal term for people under the age of 18 or 21, depending on the state you live in: UTMA Rules by State 2025 ) that can help teach them about compo
Wealth Management
APRIL 14, 2025
Moving from the ideal plan to the perfect plan synthetic pension plans.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
XY Planning Network
APRIL 14, 2025
Mondays at noon, I trade spreadsheets for sippy cups and market reports for Mickey Mouse. As a financial advisor running a one-man practice in rural Indiana, I never expected my weekly schedule to revolve around a 15-month-old who calls me 'Allie.' I'll admit that in the very early days of my firms launch, I resented these hours. I had so much anger about tiny forks, cartoons, and the chaos of meal times when I could be working.
Tobias Financial
APRIL 14, 2025
Market downturns can bring uncertainty, and with recent headlines about tariffs and economic shifts, you may be wondering whats next. Just weeks ago, analysts were predicting continued market growth, and now, concerns about global trade and economic conditions are leading to increased volatility. The reality is, markets dislike uncertainty, and fluctuations like these are a natural part of investing.
Clever Girl Finance
APRIL 14, 2025
Have you ever scrolled through social media and thought, Wow, this person is making six figures a month, how do I get in on that? Same. Social media is flooded with people claiming theyve cracked the code to overnight success, passive income, or early retirement. But heres the truth: many of these so-called experts are selling dreams, not real opportunities.
Don Connelly & Associates
APRIL 14, 2025
As we've posted before, Emotional Intelligence (EI), the ability to understand and manage one's emotions while being sensitive to the emotions of others, is a critical factor in a financial advisor's success. Advisors with strong EI are more adept at navigating sensitive conversations, helping clients overcome anxieties, and recognizing underlying fears or hopes that are explicitly communicated.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Validea
APRIL 14, 2025
Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his expert perspective on today’s market challenges, including the unprecedented narrowness of recent markets, the impact of tariffs on the US economy, and why the current environment calls for a shift toward value investing and greater diversification.
NAIFA Advisor Today
APRIL 14, 2025
Ashley K. Butler , a proud resident of Gilbert, Arizona, and a dedicated member of Alpha Omega Wealth , is a new NAIFA member as of 2024. Though relatively new to the organization, Ashleys passion for the financial services industry runs deep, with roots stretching back to 2014 when a college friend introduced her to the field. From the beginning, it was clear to her that this career path held something truly meaningfulthe ability to make a tangible difference in peoples lives.
Advisor Perspectives
APRIL 14, 2025
As with all decisions involving uncertainty, we want to find the answer which maximizes your expected risk-adjusted return, not your base-case or expected return. This means that we have to go beyond the industry standard and explicitly account for risk in our analysis.
SEI
APRIL 14, 2025
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, its a must-have.
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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.
Advisor Perspectives
APRIL 14, 2025
Credit investors are looking to pounce on new opportunities resulting from the wild swings in global financial markets triggered by the US-China trade war.
Alpha Architect
APRIL 14, 2025
A study found that when investors trust their advisors more, they are more likely to invest in riskier assets, even if the advisor charges higher fees. How Trust in Financial Advisors Affects Investment Choices was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
APRIL 14, 2025
You probably noticed we are having one of those “weeks when decades happen.” Notice also, however, that we are still here. Your investments and businesses may be bruised but you’re still in the game.
Norman Marks
APRIL 14, 2025
I like to think I have common sense. If I read or am told something, I question it. Does it make sense?
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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?
Advisor Perspectives
APRIL 14, 2025
On the evening before his presentation at the Exchange Conference last week, I sat down with Rob Arnott to discuss whether now is the time for smart beta to shine. Arnott is the founder and chair of Research Affiliates and is known as the “godfather of smart beta.
YouSet Insurance
APRIL 14, 2025
While you can get engagement ring insurance, you might not need it if you already have insurance for your home, condo, or rental unit.
Advisor Perspectives
APRIL 14, 2025
Three of the nine indexes on our world watch list have posted gains through April 14, 2025. Hong Kong’s Hang Seng is in the top spot with a year to date gain of 9.14%. Germany’s DAXK is in second with a year to date gain of 4.10% while China's Shanghai is in third with a year to date gain of 0.01%.
Calculated Risk
APRIL 14, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Fall Back Below 7% Last Friday was notable in that it was the first day since February 19th where the average top tier 30yr fixed mortgage rate ended the day over 7%. Last week was also notable for ranking among the more abrupt weeks for rising rates over the past few years. Things are getting off to a friendlier start in the present week with the 30yr fixed rate index edging back below 7%--roughly in line with levels seen last Wed/Thu.
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Advisor Perspectives
APRIL 14, 2025
This may be the beginning of the long-awaited U.S. stock market crash, but even if it isn’t those near retirement need to protect themselves from sequence-of-return risk that can ruin the rest of their lives.
Carson Wealth
APRIL 14, 2025
As we noted last week, the S&P 500 had fallen more than 10% in two days on April 3 and 4, one of the worst two-day declines ever. We also noted that fear and uncertainty was dominating the headlines and that any good news could spark a rally. Well, that happened last week. President Trump put a pause on all reciprocal tariffs (excluding China) for 90 days and the S&P 500 responded by gaining 9.5% in one day, the third best single day since World War II.
Advisor Perspectives
APRIL 14, 2025
Goldman Sachs Group Inc. and UBS Group AG issued another round of bullish calls for gold, with stronger-than-expected central bank demand and the metal’s role as a hedge against recession and geopolitical risks underpinning expectations for even higher prices in 2025.
Dear Mr. Market
APRIL 14, 2025
Dear Mr. Market: What If Tariffs Are Just the Beginning? The tariff headlines are back, and as usual, they make for great cable news debates and political talking points. But beneath the surface, there are far more serious considerations. Recent commentary has raised three key concerns about the escalating tensions between the U.S. and Chinaand none of them are as simple as price hikes at Walmart.
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.
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