Calculated Risk
FEBRUARY 11, 2025
The Consumer Price Index for January is scheduled to be released tomorrow. The consensus is for a 0.3% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% YoY. From Goldman Sachs economists: We expect a 0.34% increase in January core CPI (vs. 0.3% consensus), corresponding to a year-over-year rate of 3.19% (vs. 3.1% consensus).
Nerd's Eye View
FEBRUARY 11, 2025
Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, is how his two decades of experience supporting financial advisory firms has helped him uncover best practices for founders and su
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
FEBRUARY 11, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the mortgage purchase applications index. At 8:30 AM, The Consumer Price Index for January from the BLS. The consensus is for 0.3% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% YoY.
Wealth Management
FEBRUARY 11, 2025
The consulting firm says the wealth management industry can address the shortage by boosting productivity levels and attracting new talent.
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
Clever Girl Finance
FEBRUARY 11, 2025
Do you ever feel like your money disappears the moment you get paid? Maybe you have mounting credit card debt or an emergency fund thats dangerously low. If you want to take control of your finances, break the cycle of overspending, and build lasting financial stability, then a low-buy year could be the perfect reset. Table of contents No-buy year vs low-buy year?
Wealth Management
FEBRUARY 11, 2025
Steward Partners' Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
FEBRUARY 11, 2025
Kathy Wunderli has about two decades of experience in private wealth. She called the companys legal team second to none in digital estate planning.
Clever Girl Finance
FEBRUARY 11, 2025
If you’re thinking about using the cash envelope system to budget effectively, having the right cash envelope wallet is key. A well-organized wallet makes it easy to divide, access, and track your cash, helping you stay committed to your budgeting goals. Without one, managing your envelopes can feel chaotic, making it harder to stick to your plan.
Wealth Management
FEBRUARY 11, 2025
The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.
Diamond Consultants
FEBRUARY 11, 2025
While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging. Heres a breakdown of what advisors need to know. In an industry brimming with jargon, acronyms, and opaque terminology, its no surprise that advisors find it challenging to keep up with the ever-growing variety of models that exist in the industry landscape.
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 11, 2025
Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks all things Bitcoin.
Tobias Financial
FEBRUARY 11, 2025
Dreams and financial goals are important, but reaching them would be rather impossible if no plan exists to save money for those goals. You can reach your goals and live life on your terms by paying yourself first. The Reason Lets use a simple illustration to demonstrate the impact your priorities have. Envision a large jar. You have some rocks, pebbles, and sand, and you need to fill up your jar.
Wealth Management
FEBRUARY 11, 2025
Thursday, February 20, 2025 at 1:00 PM Eastern Standard Time
Random Roger's Retirement Planning
FEBRUARY 11, 2025
Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. I didn't see where the original model came from or where the customized version came from either but there's something to learn from it. All I tried to do was simplify the portfolio, not do anything to improve it.
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 11, 2025
Actionable tips from Will Guidara, former owner of Eleven Madison Park, to help advisors transform how they engage with clients.
Advisor Perspectives
FEBRUARY 11, 2025
Gas prices jumped to their highest level in 3.5 months this week. As of February 10th, the price of regular and premium gas were up 5 and 6 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $72.32, down 1.1% from last week.
Wealth Management
FEBRUARY 11, 2025
The advisor marketing firm also revamped its individual advisor campaign app, with CEO Robert Sofia touting a more robust marketing platform to flow from enterprise level to individual advisors.
Advisor Perspectives
FEBRUARY 11, 2025
The labor force participation rate (LFPR) is a simple computation: You take the civilian labor force (people aged 16 and over employed or seeking employment) and divide it by the civilian non-institutional population (those 16 and over not in the military and or committed to an institution). As of January, the labor force participation rate is at 62.6%, up from 62.5% the previous month.
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 11, 2025
Fidelitys 10th annual M&A report shows compound annual acquisition growth of 14% in the U.S., with no signs of slowing.
Advisor Perspectives
FEBRUARY 11, 2025
The 20th century Baby Boom was one of the most powerful demographic events in the history of the United States. We've created a series of charts to show seven age cohorts of the employed population from 1948 to the present.
Wealth Management
FEBRUARY 11, 2025
Carmen and Chris Lex leave Corebridge Financial to start Lex Wealth Management with LPL; meanwhile, Bluespring adds a $560M independent RIA.
Advisor Perspectives
FEBRUARY 11, 2025
If you focus too much on personality alignment, you risk turning your sales meetings into social exchanges, rather than business-focused conversations.
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 11, 2025
The Peakline name reflects the investment divisions separate identity from $65 billion wealth manager Cresset.
Advisor Perspectives
FEBRUARY 11, 2025
Designations play a crucial role in this journey, serving as milestones that show a commitment to learning and specialization.
Wealth Management
FEBRUARY 11, 2025
Merit Financial, which recently hired a new M&A leader, has acquired a Hershey, Pa.-based RIA with $233 million in client assets.
Alpha Architect
FEBRUARY 11, 2025
This paper seeks to address three pivotal questions that explore the broader economic and social impacts of IPO activity, particularly its role in influencing stock market participation through localized attention and wealth effects. Local IPOs and Household Stock Market Participation was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
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.
Wealth Management
FEBRUARY 11, 2025
Former Goldman Sachs AYCO chief executive Larry Restieri will succeed Bob Oros as Hightower's CEO this spring.
Carson Wealth
FEBRUARY 11, 2025
Understanding Tax Liability in Investment Planning To optimize your portfolios performance, it’s crucial to consider tax liability alongside investment gains. What Is Tax Liability? Tax liability is simply the amount you owe in taxes to the governmentfederal, state, and local. It may include income taxes, sales taxes, capital gains taxes, property taxes, estate taxes, etc.
Advisor Perspectives
FEBRUARY 11, 2025
Investors are increasingly moving into active ETFs from mutual funds, as the ETF structure may offer numerous benefits over mutual funds.
Calculated Risk
FEBRUARY 11, 2025
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in January A brief excerpt: NOTE: The tables for active listings, new listings and closed sales all include a comparison to January 2019 for each local market (some 2019 data is not available). This is the second look at several early reporting local markets in January.
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.
147 
Let's personalize your content