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Schedule for Week of February 9, 2025

Calculated Risk

The key reports this week are January CPI and Retail sales. House Financial Services Committee -- Thursday, February 13th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for a no change in retail sales. This graph shows retail sales since 1992. The consensus is for a 0.2%

Retail 162
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Fed's Beige Book: "Economic activity increased slightly to moderately"

Calculated Risk

The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Truck freight volumes, however, were down. Prices Prices increased modestly overall, with growth rates ranging from flat to moderate.

Economics 162
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Adviser links: zero engagement

Abnormal Returns

(morningstar.com) Alts managers are gearing up to get in front of retail investors. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. investmentnews.com) Fintech Some highlights from the 2024 T3 Conference.

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#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart

Nerd's Eye View

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Clients 246
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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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BEA: Real GDP increased at 4.9% Annualized Rate in Q3

Calculated Risk

Within services, the leading contributors were housing and utilities, health care, financial services and insurance, and food services and accommodations. The increase in private inventory investment reflected increases in manufacturing and retail trade.

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Fedbank Financial Services IPO Review – GMP, Details & More

Trade Brains

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.