Nerd's Eye View

DECEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan

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Financial Planner Certification CFP Education 130

Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.

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Wealth Management

DECEMBER 20, 2024

From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.

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Calculated Risk

DECEMBER 20, 2024

From WardsAuto: December U.S. Light-Vehicle Sales Brighten Lackluster Year; Unusually High Drain on Inventory (pay content). Brief excerpt: Improved affordability is the main thrust to the end-of-year improvement in demand, with higher consumer confidence also likely a contributing factor. But uncertainty over next year could be pulling sales into December, as some consumers could be expecting prices to rise depending on the extent of tariff increases or the possibility that EV credits will be e

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Sales 69

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Wealth Management

DECEMBER 20, 2024

WealthManagement.coms podcast hosts reveal which guests provided the most compelling insight over the past year.

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Wealth Management

DECEMBER 20, 2024

A Nevada probate commissioner rejected the proposed modification.

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Validea

DECEMBER 20, 2024

In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as “pod shops.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

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Wealth Management

DECEMBER 20, 2024

Helping clients with charitable giving wont dent your AUM, but it might make you a hero.

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Clients 90

Calculated Risk

DECEMBER 20, 2024

Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through November 2024. CPI Shelter was up 4.8% year-over-year in November , down from 4.9% in October, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 4.8% YoY in November , down from 5.0% in October, and down from the cycle peak of 8.3% in April 2023.

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Wealth Management

DECEMBER 20, 2024

A deep dive into the future of wealthtech with Schwab's Alison Dooher, recorded live at the Schwab IMPACT conference.

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Carson Wealth

DECEMBER 20, 2024

In this weeks episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previously expected four. They call this action “pulling a Grinch,” suggesting it dampens market optimism.

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Wealth Management

DECEMBER 20, 2024

The firm has also hired Christian Mitchell, chief digital and information officer at Northwestern Mutual, to take over Mackays responsibilities.

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Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! This achievement highlights the positive workplace culture weve built, grounded in our commitment to work-life balance, learning opportunities, and a shared purpose. At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

Wealth Management

DECEMBER 20, 2024

Mariner teams with Catchlight, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary Generator.

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Planning 68

Advisor Perspectives

DECEMBER 20, 2024

Central banks’ climbdown from the post-pandemic inflation peaks commenced amid both optimism and trepidation.

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Banking 52

Wealth Management

DECEMBER 20, 2024

According to FINRA, the firms failed to supervise whether clients could benefit from fee waivers or rebates on certain mutual fund purchases. The settlements stemmed from a targeted exam launched in 2020.

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Clients 65

Advisor Perspectives

DECEMBER 20, 2024

US Treasuries gained after a closely watched batch of inflation data came in below expectations, leading traders to lift the outlook for Federal Reserve interest-rate reductions next year.

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Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

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Wealth Management

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

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Advisor Perspectives

DECEMBER 20, 2024

The $10.4 trillion US exchange-traded fund industry’s blockbuster year comes with an asterisk: even amid record inflows and launches, funds are shuttering at a nearly unprecedented clip.

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Wealth Management

DECEMBER 20, 2024

Adding the Dallas-based Brownlie & Braden Advisors to the Kansas City-headquartered Prairie Capital Management Group will help unlock a key strategic market for the latter firm.

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Advisor Perspectives

DECEMBER 20, 2024

Surely one of the silliest things that happened in tech stocks in 2024 was the sudden tumble in Nvidia Corp. shares moments after its fiscal second-quarter earnings release in August.

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning

Wealth Management

DECEMBER 20, 2024

Advisors who pay a basis-point-fee for the services of a platform can lose sight of their profitability.

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SEI

DECEMBER 20, 2024

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

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Assets Management 52

Alpha Architect

DECEMBER 20, 2024

Systematic factor-driven value strategies have underperformed broad market indices (such as the S&P 500) over the past 15+ years. That has led many to question whether intangible assets, such as patents and proprietary software, are properly treated. Current accounting standards, which require companies to expenserather than capitalizetheir outlays on activities that create intangible capital, lead [.

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Calculated Risk

DECEMBER 20, 2024

From Goldman: Following this mornings data, we left our Q4 GDP tracking estimate unchanged at 2.4% (quarter-over-quarter annualized) and our Q4 domestic final sales forecast unchanged at +2.3% [Dec 20th estimate] emphasis added And from the Atlanta Fed: GDPNow The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2024 is 3.1 percent on December 20, down from 3.2 percent on December 18.

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Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

Management

Advisor Perspectives

DECEMBER 20, 2024

Private credit firms want more than corporate lending. The largest are laying the groundwork to finance everything from auto loans and residential mortgages to chip manufacturing and data centers in an effort to swell the size of the market by the trillions.

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Calculated Risk

DECEMBER 20, 2024

The BEA released the Personal Income and Outlays report for November: Personal income increased $71.1 billion (0.3 percent at a monthly rate) in November , according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $61.1 billion (0.3 percent) and personal consumption expenditures (PCE) increased $81.3 billion (0.4 percent).

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Advisor Perspectives

DECEMBER 20, 2024

As expected, the Fed delivered a 25-basis point rate cut at the December FOMC meeting, but what comes next is far from clear. Kevin Flanagan explains why future rate moves depend on shifting economic signals and why the Fed’s definition of “neutral” may be evolving.

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Economics 40