Calculated Risk
JUNE 15, 2025
Most analysts expect no change to FOMC policy at the meeting this week, keeping the target range at 4 1/4 to 4 1/2 percent. Market participants currently expect the FOMC to also be on hold at the July meeting, with the next rate cut in September, and a second rate cut in December. From BofA: The Fed has made it clear that the policy rate will remain unchanged at its June meeting.
Wealth Management
JUNE 12, 2025
Discover key insights on maximizing advisory firm value, avoiding common seller mistakes, and navigating M&A deals from industry expert Ted Jenkin.
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Wealth Management
JUNE 11, 2025
Brent Brodeski discusses how AI and fintech advancements are transforming wealth management, urging RIAs to adapt and seize value creation opportunities.
Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.
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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
Abnormal Returns
JUNE 16, 2025
Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. (youtube.com) Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer. (kitces.com) Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire. (youtube.com) Larry Kotlikoff talks trusts with Alan Gassman (larrykotlikoff.substack.com) Jonathan Treussard talks with Dave Nadig about navigating an increasingly
Fintoo
JUNE 11, 2025
2025 hasn’t been kind to the Indian stock market. From sudden dips to investor panic, a cocktail of global influences has turned the market into a rollercoaster. But if you’re wondering why this is happening—and more importantly, what you should do—you’re in the right place. Let’s break down the chaos and bring some clarity. Market […] The post Indian Stock Market in 2025: A Global Rollercoaster appeared first on Fintoo Blog.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
JUNE 10, 2025
Welcome everyone! Welcome to the 441st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Leila Shaver. Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. What's unique about Leila, though, is how she helps firms navigate the increasing compliance burdens that can arise as they grow in size and complexity to ensure they remain in line wit
Abnormal Returns
JUNE 11, 2025
Podcasts Carl Richards talks with Oliver Burkeman dig into the emotional undercurrents of financial life. (podcasts.apple.com) Amy Arnott and Christine Benz talk with Benjamin Felix about lessons learned from the Rational Reminder podcast. (morningstar.com) Sam Dogen talks with Joe Saul-Sehy from The Stacking Benjamins podcast to talk about creating your own life curriculum.
Fintoo
JUNE 12, 2025
Introduction: The Investment Dilemma Imagine you’ve just received a hefty bonus or sold a property, and now you’re pondering: “Should I invest this lump sum in the stock market?” The market’s volatility makes you hesitant. Enter the Systematic Transfer Plan (STP), a strategy that allows you to transfer funds from a debt to an equity […] The post Systematic Transfer Plan (STP): The Key to Growing Your Wealth Smartly appeared first on Fintoo Blog.
Calculated Risk
JUNE 12, 2025
The Federal Reserve released the Q4 2024 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits fell to $169.3 trillion during the first quarter of 2025. The value of directly and indirectly held corporate equities decreased $2.3 trillion and the value of real estate decreased $0.2 trillion. Household debt increased 1.9 percent at an annual rate in the first quarter of 2025.
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.
Wealth Management
JUNE 11, 2025
CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.
Nerd's Eye View
JUNE 16, 2025
How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
Abnormal Returns
JUNE 15, 2025
Also on the site Everyone in life (and investing) is running their own race. (abnormalreturns.com) Top clicks this week This company is splashing out $400k on two vehicles for its CEO. (linkedin.com) How NAV squeezing works. (wsj.com) Americans have the risk bug. (awealthofcommonsense.com) Who exactly are you listening to and why? (ritholtz.com) Private equity operates differently in mainstream America.
Trade Brains
JUNE 15, 2025
Foreign Institutional Investors (FIIs) are significant players in global financial markets,comprising various entities such as mutual funds, pension funds, and hedge funds, among others. They invest substantial capital across international borders, influencing the market dynamics, liquidity, and investment trends, thus playing a crucial role in shaping global Investment landscapes and economic development.
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.
Calculated Risk
JUNE 14, 2025
The key reports this week are May Retail Sales and Housing Starts. For manufacturing, Industrial Production, and the NY and Philly Fed manufacturing surveys, will be released this week. The FOMC meets on Tuesday and Wednesday, and rates are expected to be unchanged. -- Monday, June 16th -- 8:30 AM: The New York Fed Empire State manufacturing survey for June.
Wealth Management
JUNE 12, 2025
RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.
Nerd's Eye View
JUNE 17, 2025
Welcome everyone! Welcome to the 442nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5 billion in assets under management for 1,800 client households. What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public comme
Abnormal Returns
JUNE 10, 2025
Strategy Market timing involves a prediction about market direction. (behaviouralinvestment.com) Lost decades are rarer than you think. Most people invest right through them anyway. (ofdollarsanddata.com) Crypto Another company is joining the Bitcoin Treasury game. (theblock.co) The administration and crypto industry are now in lockstep. (theatlantic.com) Finance Novo Nordisk ($NVO) has attracted an activist investor.
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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
Trade Brains
JUNE 11, 2025
India’s equity markets have rebounded strongly in 2025, with the Nifty surging nearly 15 percent from its 52-week lows amid easing geopolitical tensions and renewed foreign institutional investor inflows of over Rs 14,000 crore in just one month. The market outlook is bullish, driven by robust corporate earnings, favorable monsoon forecasts, and supportive global trade developments.
Calculated Risk
JUNE 11, 2025
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 12.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 6, 2025. Last week’s results included an adjustment for the Memorial Day holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 12.5 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JUNE 10, 2025
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Nerd's Eye View
JUNE 12, 2025
Every financial or business decision brings some amount of inherent risk. However, the consequences of those decisions – positive or negative – don't always align with the actual level of risk taken. As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences.
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
JUNE 10, 2025
AI After a ramp up, AQR is increasingly embracing AI. (ft.com) How data scientists contribute to returns. (klementoninvesting.substack.com) Man Group is ordering its quants back to the office five days a week. (ft.com) Perplexity can now access EDGAR. (perplexity.ai) Research Is the institutional investment model broken? (mailchi.mp) Outperforming fixed income benchmarks isn't a walk in the park.
Trade Brains
JUNE 15, 2025
A Goldman Sachs-backed infrastructure stock has come into sharp focus as it sets an ambitious target of securing order inflows worth Rs.20,000–Rs.25,000 crores in FY26. This bold projection signals strong business momentum and renewed investor interest, positioning the company as a key player in India’s rapidly evolving infrastructure landscape. During Friday’s trading session, shares of Afcons Infrastructure Ltd were closed at Rs. 441 apiece, down 1.28 percent from its previous closing price of
Calculated Risk
JUNE 12, 2025
Today, in the Calculated Risk Real Estate Newsletter: The "Home ATM" Mostly Closed in Q1 A brief excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity - jokingly calling it the “Home ATM” - and this contributed to the subsequent housing bust, since so many homeowners had negative equity in their homes when house prices declined.
Wealth Management
JUNE 12, 2025
The asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.
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.
Million Dollar Round Table (MDRT)
JUNE 15, 2025
By Antoinette Tuscano, senior content specialist Achieving MDRT’s Top of the Table consistently happens when you understand where you most need to focus. Three MDRT Past Presidents discuss what this was for them. Working hard and excellence There must be a secret formula for people to be successful , thought MDRT Past President Ross Vanderwolf, CFP , early in his career.
Abnormal Returns
JUNE 11, 2025
Strategy Brett Steenbarger, "One of the most difficult forms of trading discipline can be the discipline to not trade." (traderfeed.blogspot.com) On the importance of avoiding stupid investing mistakes. (safalniveshak.com) Crypto On the odds of altcoin ETFs coming to market this Summer. (sherwood.news) The Bitcoin Treasury strategy is spreading. (wsj.com) Cable networks Why the Warner Bros.
Trade Brains
JUNE 12, 2025
During Thursday’s trading session, shares of this fintech company engaged in providing a unified open API and wallet platform surged nearly 3 percent on NSE, after the company’s Board approved a 1:5 stock split and a 1:1 bonus issue. With a market cap of Rs. 693.5 crores, at 12:24 p.m., the shares of MOS Utility Limited were trading in the green at Rs. 278.1 on NSE, up by around 1 percent, as compared to its previous closing price of Rs. 275.5.
Calculated Risk
JUNE 16, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Drift Slightly Higher to Start The Week While there's been no shortage of political and geopolitical headlines over the past 2 business days, there hasn't been much by way of inspiration for the bond market. Bonds (and, thus, rates) have moved nonetheless. Tomorrow's Retail Sales data is capable of causing volatility in either direction, depending on the outcome.
Speaker: Cheryl J. Muldrew-McMurtry
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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