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Running an Independent Financial Advisory Practice with Confidence
Running an independent financial advisory practice gives you the freedom to design a business that reflects your vision and values.…
Happy 135th Birthday, NAIFA!
On this day in 1890, a group of forward-thinking professionals gathered in Boston with a bold vision: to elevate the…
The times they are a’changin’!
In my first two data posts for 2025, I looked at the strong year that US equities had in 2024,…
#9 – “Institutions Can’t Beat A Basic Buy and Hold Allocation” – Meb Faber Research
Pension funds’ annualized aggregate returns since 2000 have been virtually identical to a simple 60-40 index portfolio. That feels somewhat…
What’s new in CCP Disclosures? – Q1 2025 |
Clearing houses have published their latest CPMI-IOSCO Quantitative Disclosures for Q1 2025. Initial margin (IM) for major ETD CCPs was $522 billion –…
Best Bird Feeders With Cameras, Tested and Reviewed (2025)
It also comes with extra plastic flowers and a little brush to clean them with, and the app sends reminders…
Globalization Backlash and Government Disruption!
I will start with a couple of confessions. The first is that I see the world in shades of…
Social Media Lead Generation Strategies To Implement In 2025
Hyper-connectivity and FOMO have got everybody hooked onto social platforms. Are businesses leveraging this untapped goldmine of potential leads? With…
Drivetrain’s “State of AI in FP&A” Report Reveals How AI Is Giving Rise to a New Era of Finance Talent
Share Share Share Share Email Artificial intelligence has already redefined how businesses innovate, market, and serve their customers. From supply…
Interest Rates, Inflation and Central Banks!
It was an interesting year for interest rates in the United States, one in which we got more evidence on…
