The Big Picture
JANUARY 2, 2025
A regular theme around these parts is “ Nobody Knows Anything. ” Specifically, nobody knows what will happen in the future. This is true about equity and bond markets, specific company stocks, and economic data series. We do not know which geopolitical hot spot will erupt in turmoil; we have no idea where or when the next natural disaster will hit.
Calculated Risk
JANUARY 2, 2025
Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Increased in November; Up 4.0% Year-over-year A brief excerpt: Freddie Mac reported that its National Home Price Index (FMHPI) increased 0.56% month-over-month on a seasonally adjusted (SA) basis in November. On a year-over-year basis, the National FMHPI was up 4.0% in November, up from up 3.9% YoY in October.
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Wealth Management
JANUARY 2, 2025
Advisor Chris Helton joins Raymond James independent b/d channel after 14 years with Synovus Securities.
Alpha Architect
JANUARY 2, 2025
Do-It-Yourself trend-following asset allocation weights for the Robust Asset Allocation Index are posted here. (Note: free registration required) Request a free account here if you want to access the site directly. If you are an advisor and want help implementing our models, please get in touch with Ryan Kirlin. Our Advisor portal is available here. [.
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
Wealth Management
JANUARY 2, 2025
Treehouse Wealth Advisors will acquire The Humphreys Group as part of a long-term succession plan.
Million Dollar Round Table (MDRT)
JANUARY 2, 2025
By Bryce Sanders A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may feel like a nobody if theyre feeling sad or not seen. Try these ideas to lift your clients spirits and remind them they are somebody.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JANUARY 2, 2025
During the last week of 2024 (ending December 28th), initial jobless claims dropped to their lowest level since April. Initial jobless claims were at a seasonally adjusted level of 211,000. This represents a decrease of 9,000 from the previous week's revised figure and is better than the 222,000 economists were expecting.
Wealth Management
JANUARY 2, 2025
Leadership lessons for advisors from the former U.S. Secretary of Defense.
Advisor Perspectives
JANUARY 2, 2025
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
Wealth Management
JANUARY 2, 2025
Tuesday, January 28, 2025 | 2:00 PM ET
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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
JANUARY 2, 2025
The latest Chicago Purchasing Manager's Index (Chicago Business Barometer) fell to its lowest level in 7 months in December. The index dropped to 36.9 from 40.2 in November, marking the third consecutive decline. The latest reading was worse than the 42.7 forecast and keeps the index in contraction territory for a thirteenth straight month.
Wealth Management
JANUARY 2, 2025
Five technologies that will dictate the future of the industry beyond the Bitcoin hype.
Advisor Perspectives
JANUARY 2, 2025
When Jaguar’s “copy nothing” brand reboot hit late last year, one self-styled car enthusiast replied on X: “What the actual hell is this.” Jaguar’s response: “The future.
Wealth Management
JANUARY 2, 2025
A guide to getting organized for the new year, no matter your income or wealth.
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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
JANUARY 2, 2025
As of December 31, 2024, the 10-year note was 406 basis points above its historic closing low of 0.52% reached on August 4, 2020.
Wealth Management
JANUARY 2, 2025
Thursday, January 16, 2025 | 2:00 PM ET
Advisor Perspectives
JANUARY 2, 2025
Home prices continued to trend upwards in October as the benchmark national index rose for the 21st consecutive month to a new all-time high. The seasonally adjusted home prices for the national index saw a 0.3% increase MoM, and a 3.6% increase YoY. After adjusting for inflation, the MoM fell to -0.1% and YoY fell to -1.5%.
Wealth Management
JANUARY 2, 2025
Leadership lessons for advisors from the former U.S. Secretary of Defense.
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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.
Advisor Perspectives
JANUARY 2, 2025
Seven of our eight indexes on our world watch list posted gains in 2024. The U.S. S&P 500 finished the year in the top spot first with an annual gain of 24.01%. Hong Kong's Hang Seng finished in second with an annual gain of 19.49% while Tokyo's Nikkei 225 finished in third with an annual gain of 19.22%.
Wealth Management
JANUARY 2, 2025
AI is reshaping wealth management by driving personalized client interactions and enhancing operational efficiency.
Advisor Perspectives
JANUARY 2, 2025
It’s that time of year when Wall Street soothsayers look ahead 12 months and try to divine the path of US stocks.
Wealth Management
JANUARY 2, 2025
Treehouse Wealth Advisors will acquire The Humphreys Group as part of a long-term succession plan.
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 2, 2025
Valid until the market close on January 1, 2025 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Wealth Management
JANUARY 2, 2025
Strategists who got 2023 and 2024 wrong are extrapolating equity market strength into 2025. Recency bias can mislead.
Advisor Perspectives
JANUARY 2, 2025
Gas prices closed out 2024 by falling to their lowest level since May 2021. As of December 30th, the price of regular and premium gas decreased 2 cents and 1 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $71.72, up 3.6% from last week.
Wealth Management
JANUARY 2, 2025
The U.S. election results in November resulted in a stronger, dollar, sending bullion prices down, ending any momentum for gold funds.
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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.
NAIFA Advisor Today
JANUARY 2, 2025
NAIFA celebrates a successful year of integration and advocacy, urging members to maximize benefits and participate actively for a prosperous 2025.
Advisor Perspectives
JANUARY 2, 2025
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 December 20, the index was at 23.1761, down 4.129 from the previous week, with 5 of the 6 components in expansion territory.
Leading Advisor
JANUARY 2, 2025
As we continue exploring the steps to create a successful 2025, Id like to share how working with a Fractional Chief Operating Officer (FCOO) can… The post Unlocking the Power of Vision: Partnering with a Fractional COO appeared first on Leading Advisor - Simon Reilly.
Advisor Perspectives
JANUARY 2, 2025
Chinese stocks posted their worst start to a year in nearly a decade as investors braced for economic uncertainties with weaker-than-expected manufacturing data and an anticipated hike in tariffs.
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
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