Wealth Management
JULY 7, 2025
Bill Ramsay, the founder of Financial Symmetry, grew his RIA Edge 100 RIA firm organically with shared employee ownership and an internship program that has led to a young, invested team.
Nerd's Eye View
JULY 4, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Calculated Risk
JULY 3, 2025
The headline jobs number in the June employment report was above expectations and April and May payrolls were revised up by 16,000 combined. The participation rate decreased, the employment population ratio was unchanged, and the unemployment rate was decreased to 4.1%. NOTE: State and local government education hiring was reported at 63.5 thousand in June (seasonally adjusted).
Abnormal Returns
JULY 7, 2025
Podcasts Michael Batnick talks with Jason Wenk, CEO of Altruist, about the changing custody landscape. (youtube.com) Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in modern portfolios. (youtube.com) Barry Ritholtz talks with Kate Moore, chief investment officer at Citi Wealth.
Advertisement
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
The Big Picture
JULY 4, 2025
This week, I speak with Kate Moore , chief investment officer at Citi Wealth. We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.
Wealth Management
JULY 2, 2025
WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 2, 2025
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 27, 2025. Last week’s results included an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 2.7 percent on a seasonally adjusted basis from one week earlier.
Abnormal Returns
JULY 2, 2025
Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author of "Tightwads & Spendthrifts," to explore the psychology of spending (youtube.com) Rick Ferri talks with Phil DeMuth, author of "The Tax-Smart Donor.
The Big Picture
JULY 5, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two : Offering creditors a deal that would leave them with billions less than they were owed, despite the notes having an investment-grade rating.
Wealth Management
JULY 7, 2025
Explore how the new $15 million federal estate tax exemption affects lifetime transfer planning and strategies for high-net-worth clients.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Nerd's Eye View
JULY 8, 2025
Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien
Calculated Risk
JULY 9, 2025
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 9.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 4, 2025. Last week’s results included an adjustment for the July 4th holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 9.4 percent on a seasonally adjusted basis from one week earlier.
Abnormal Returns
JULY 6, 2025
Also on the site this week. Newer, cheaper, better isn't always. (abnormalreturns.com) Make sure you stay on top of everything on Abnormal Returns. Sign up for our (free) daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week Most investors don't understand the yield on option strategy ETFs.
The Big Picture
JULY 4, 2025
My 3 (4?) day weekend WFB reads: • For ‘Jaws’ fans, there is no bigger island than Martha’s Vineyard. Fifty years after the release of the summer blockbuster, many visitors won’t go in the water. ( Washington Post ) • The dollar’s recent decline is not about ‘safe haven’ status : Confidence in the dollar system had a bad shock in April, after the president’s absurd Rose Garden performance on “liberation day”.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Wealth Management
JULY 8, 2025
BlackRock made another move to bolster its private market capabilities with the acquisition of net lease real estate firm ElmTree Funds. Private investment platform Linqto, which promised access to pre-IPO firms, filed for bankruptcy amid SEC scrutiny of its practices. These are among the investment must-reads we found this week for financial advisors.
Alpha Architect
JULY 3, 2025
If you’re a factor investor, there will come a time where you will have to choose between mom and dad: Should you combine or separate your factor exposures? And make no mistake: You will have to make a decision! While there’s no right answer, the way you structure your portfolio can have significant implications for returns, costs, and even your own behavior as an investor.
Calculated Risk
JULY 6, 2025
The first graph shows the unemployment rate by four levels of education (all groups are 25 years and older) through June 2025. Note: This is an update to a post from several years ago. Unfortunately, this data only goes back to 1992 and includes only three recessions (the stock / tech bust in 2001, and the housing bust/financial crisis, and the 2020 pandemic).
Abnormal Returns
JULY 6, 2025
Markets Why we need to remind ourselves about market lessons over and over again. (tker.co) After Datadog ($DDOG), the next stocks that could be headed into the S&P 500. (sherwood.news) Trading Dark pools are taking market share and the exchanges are not happy about it. (barrons.com) Jane Street has been suspended from trading in India's stock market.
Advertisement
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
The Big Picture
JULY 5, 2025
Good conversation with Sammy Azzous: Barry blends behavioral finance with data analysis to uncover some of the most common (and costly) investing mistakes — and how to steer clear of them. Tune in for actionable takeaways on failing better, managing market noise, and navigating the world of financial “experts.” Plus, Barry explains why the childhood advice “Don’t take candy from strangers” also holds true for grown-up investors.
Wealth Management
JULY 2, 2025
Savvy Wealth, a technology platform provider to RIAs, announced the closing of a $72 million Series B funding round led by venture capital firm Industry Ventures.
Trade Brains
JULY 6, 2025
Debt can be a fantastic asset for driving business growth when handled correctly, but if it’s not managed well, it can take a serious toll on a company’s financial stability. In this article, we’ll look at four fundamentally strong companies that keep their debt levels low, showcasing their financial discipline and minimizing risk. 1. KNR Construction KNR Constructions Ltd, incorporated in 1995, is a Hyderabad-based infrastructure project development company providing EPC services in segments su
Calculated Risk
JULY 3, 2025
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $71.5 billion in May , up $11.3 billion from $60.3 billion in April, revised. May exports were $279.0 billion, $11.6 billion less than April exports. May imports were $350.5 billion, $0.3 billion less than April imports. emphasis added Click on graph for larger image.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Abnormal Returns
JULY 8, 2025
Research If you are going to hedge, just hedge. (klementoninvesting.substack.com) Do factors matter for bond returns? Yes, they do. (alphaarchitect.com) Why there's alpha in the intangibles. (philbak.substack.com) AI models love momentum. (ft.com) Should you separate or combine your factor exposures? (alphaarchitect.com) Just how good a signal is insider ownership?
The Big Picture
JULY 7, 2025
I had a fun conversation with Adam Gower, who runs Gower Crowd — a real estate capital sourcing firm that “builds digital marketing platforms for real estate sponsors.” He also hosts a podcast, The Real Estate Market Watch ( Apple , Spotify , YouTube ). Discussing risk, noise, and uncertainty from a real state perspective led to a fun conversation.
Wealth Management
JULY 2, 2025
Open, honest and candid discussion about retirement plans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.
Nerd's Eye View
JULY 7, 2025
Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that CRM provider Wealthbox has sold a majority stake in itself to PE firm Sixth Street, marking a new phase in its growth from having a customer base primarily concentrated among small and midsize RIA firms
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Calculated Risk
JULY 2, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Employment Report for June. The consensus is for 129,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 239 thousand from 236 thousand last week. • Also at 8:30 AM, Trade Balance report for May from the Census Bureau.
Abnormal Returns
JULY 8, 2025
Markets No matter how you slice it, U.S. stocks are still expensive. (on.ft.com) Why gold has been moving higher: safe asset demand. (mrzepczynski.blogspot.com) Crypto The iShares Bitcoin ETF ($IBIT) holds more than 700,000 Bitcoin. (theblock.co) Another day, another new crypto Treasury company. (theblock.co) And another. (sherwood.news) Finance How private equity fund performance peaks and degrades over time.
The Big Picture
JULY 2, 2025
At The Money: At The Money: Planning Your Retirement? (July 2, 2025) Is it better to blurb or not to blurb? That is the question? In this episode of At the Money, I speak with Guest. Full transcript coming soon. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She joins Barry Ritholtz to discuss what you need to know about plann
Wealth Management
JULY 2, 2025
WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Speaker: Cheryl J. Muldrew-McMurtry
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Expert insights. Personalized for you.
278 
Let's personalize your content