Nerd's Eye View
FEBRUARY 14, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall or a life transition.
Calculated Risk
FEBRUARY 14, 2025
From the Fed: Industrial Production and Capacity Utilization Industrial production (IP) increased 0.5 percent in January after moving up 1.0 percent in December. In January, gains in the output of aircraft and parts contributed 0.2 percentage point to total IP growth following the earlier resolution of a work stoppage at a major aircraft manufacturer.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
FEBRUARY 14, 2025
This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets.
Abnormal Returns
FEBRUARY 14, 2025
Finance Why 24-hour trading isn't a boon for investors. (morningstar.com) Successfully running an ETF is harder than it looks. (jeffreyptak.substack.com) TIPS TIPS yields haven't been this high in a decade. (wsj.com) A speculative, but cautionary take against investing in TIPS. (paulkrugman.substack.com) Crypto The SEC could soon allow for in-kind redemptions for Bitcoin and Ethereum ETFs.
Speaker: Erroll Amacker
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
Calculated Risk
FEBRUARY 14, 2025
From BofA: Next week, we will initiate our 1Q GDP tracker. [Feb 14th] emphasis added From Goldman: Following this mornings retail sales and industrial production reports, we lowered our Q1 GDP tracking estimate by 0.3pp to +2.0% (quarter-over-quarter annualized) and our Q1 domestic final sales forecast by 0.1pp to +2.2%. We lowered our Q4 past quarter tracking estimate by 0.1pp to +2.1% [Feb 14th estimate] And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally
Wealth Management
FEBRUARY 14, 2025
The government seeks to suspend pending litigation surrounding the fiduciary rule, to allow the Labor Department to decide how to proceed under the new administration.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 14, 2025
Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company.
Calculated Risk
FEBRUARY 14, 2025
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in January A brief excerpt: The NAR is scheduled to release January Existing Home sales on Friday, February 21st at 10:00 AM. The consensus is for 4.10 million SAAR, down from 4.24 million in December. Last year, the NAR reported sales in January 2024 at 4.00 million SAAR.
Wealth Management
FEBRUARY 14, 2025
After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers.
Truemind Capital
FEBRUARY 14, 2025
To create wealth from investments, you need to let your investments compound. To let compounding work and create exponential gains, you must stay in thegame for a long period of time. To stay in the game for long, you must not panic and withdraw during marketdownturns. To ensure you do not panic during market crashes, you need to set the right expectations for your investments.
Advertisement
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.
Wealth Management
FEBRUARY 14, 2025
HFG Trust will be going independent this summer when it breaks from Community First Bank in Washington.
Validea
FEBRUARY 14, 2025
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results by being willing to think differently from consensus.
Wealth Management
FEBRUARY 14, 2025
Much like the characters in Oz, investors often chase simple solutions to perceived problems.
Advisor Perspectives
FEBRUARY 14, 2025
’ll first summarize their projections and note what I think are some shockers. Then I’ll take a look at how accurate their past forecasts have been. Finally, I’ll conclude with what I’m changing in my own portfolio.
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
FEBRUARY 14, 2025
SCS Financial CIO Lane MacDonald about why private markets drive so much of the firms active management strategy.
Random Roger's Retirement Planning
FEBRUARY 14, 2025
Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. He talked about the need to replace bond exposure and stock exposure too but the point he was making about stocks wasn't too clear to me. He said that " there are years when Treasuries are not the correct hedge against downside risks in the S&P 500 " which is a conversation we've been having here for years.
Wealth Management
FEBRUARY 14, 2025
The former president of Bluespring will serve as chief business development officer for Invest.Greens upcoming SPAC.
Carson Wealth
FEBRUARY 14, 2025
In this episode of Carsons Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak monthwhat does that mean for investors? Stock Market Participation: Are enough stocks moving up to sustain the rally?
Advertisement
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.
Wealth Management
FEBRUARY 14, 2025
An ethical will can provide valuable emotional and moral guidance, adding depth to the more transactional nature of an estate plan.
Advisor Perspectives
FEBRUARY 14, 2025
As we enter Valentine’s Day weekend, financial infidelity isn’t exactly a topic that exudes romance. But lovebirds who don’t make the discussion a foundational piece of their relationship risk adding avoidable strain on their union.
Wealth Management
FEBRUARY 14, 2025
The major data provider retires its longtime advisor platform and inks a deal with SS&C Black Diamond as a transition; BetaNXT DataXChange emerges out of beta; and LIMRA launches AI guides.
Advisor Perspectives
FEBRUARY 14, 2025
Nominal retail sales in January were down 0.88% month-over-month (MoM) and up 4.20% year-over-year (YoY). However, after adjusting for inflation, real retail sales were down 1.34% MoM and up 1.16% YoY.
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.
Wealth Management
FEBRUARY 14, 2025
Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.
Alpha Architect
FEBRUARY 14, 2025
NAV timing investors could potentially create trading strategies which would systematically transfer wealth from buy-and-hold investors to themselves. The Ability to NAV Time Interval Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
FEBRUARY 14, 2025
Three team-building strategies for financial advisors to foster long-term alignment, growth and, ultimately, a legacy.
Advisor Perspectives
FEBRUARY 14, 2025
Industrial production climbed 0.5% in January, surpassing the expected 0.3% increase and reaching its highest level since 2022. Compared to one year ago, industrial production is up 2.0%.
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.
Alpha Architect
FEBRUARY 14, 2025
NAV timing investors could potentially create trading strategies which would systematically transfer wealth from buy-and-hold investors to themselves. The Ability to NAV Time Interval Funds was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
FEBRUARY 14, 2025
The yield on the 10-year note ended February 14, 2025 at 4.47%. Meanwhile, the 2-year note ended at 4.26% and the 30-year note ended at 4.69%.
Abnormal Returns
FEBRUARY 14, 2025
Economy Cardiff Garcia talks with Jared Bernstein about the post-Bidenomics economy. (podcasts.apple.com) Sean Illing talks with Alana Newhouse about whether America is 'broken.' (podcasts.apple.com) Russell Napier talks with Felix Martin about his book, "Money The Unauthorised Biodgraphy." (podcasts.apple.com) Jim O'Shaugnessy talks with Rudy Haverstein about America's accountability crisis.
Advisor Perspectives
FEBRUARY 14, 2025
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
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
Expert insights. Personalized for you.
202 
Let's personalize your content