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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

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.

Planning 241
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FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q1 2025 (released last Friday).

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

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.

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All Time Highs Are Bullish

The Big Picture

“One of the most bullish things that can happen to any market is for it to reach new multi-year highs.“ Bloomberg, March 5, 2014 Markets closed at a new all-time high today. The usual suspects have already proffered their litany of horrors – valuations are too high, gains are too narrow, we havbe market concentrated and a toppy feel, to say nothing about all of the new geopolitical risks that continue to accumulate in tariffs war and oil prices.

Valuation 267
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Live Demo - Supercharge your Month End Close

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

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that a recent study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, RIAs have been growing their advisor headcounts and market share, often at the expense of wirehouses and large broker-dealers during this time).

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Adviser links: assessing alternative demand

Abnormal Returns

Podcasts Michael Batnick talks with Dave Nadig about the impact AI will have on the business of advice. (youtube.com) Michael Kitces and Carl Richards on the emotional challenges of working with HNW individuals. (kitces.com) Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. (podcasts.apple.com) Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther.

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PCE Measure of Shelter Decreases to 4.1% YoY in May

Calculated Risk

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 May 2025. CPI Shelter was up 3.9% year-over-year in May , down from 4.0% in April, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 4.1% YoY in May , down from 4.2% in April and down from the cycle peak of 8.3% in April 2023.

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2025 Mid-Year Market Outlook: 9 Key Questions To Frame Client Conversations

Nerd's Eye View

The first half of 2025 has been a wild ride, both in terms of news headlines and market movements. From tariffs, a market correction, and an escalating conflict in the Middle East to the dollar reaching a three-year low, the investment landscape presented many reasons for concern. Nonetheless, the market has staged one of the fastest recoveries in history, and the S&P 500 is hovering near all-time highs despite seeing its year-to-date return falling to a low of -15.3% in April.

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Personal finance links: ready for help

Abnormal Returns

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.

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

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.

Clients 271
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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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At The Money: Navigating War, Tariffs and Geopolitics

The Big Picture

 At The Money: Navigating War, Tariffs and Geopolitics (june 25, 2025) The U.S. has just bombed Iran’s nuclear sites (following weeks of Israeli drone and aircraft bombing raids). This comes after months of noisy Tariff announcements and geopolitical wrangling. What are investors supposed to do when war breaks out? (Full transcript coming tomorrow). ~~~ About this week’s guest: Sam Ro is a veteran financial journalist and CFA known for his clear, data-driven insights into markets and and

Economy 187
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Inflation Adjusted House Prices 1.7% Below 2022 Peak; Price-to-rent index is 8.8% below 2022 peak

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.7% Below 2022 Peak Excerpt: It has been 19 years since the housing bubble peak, ancient history for many readers! In the April Case-Shiller house price index released Tuesday, the seasonally adjusted National Index (SA), was reported as being 78% above the bubble peak in 2006.

Numbers 232
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Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience: #FASuccess Ep 444 With Libby Greiwe

Nerd's Eye View

Welcome everyone! Welcome to the 444th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Libby is the founder of The Efficient Advisor, a financial advisor coaching and consulting business based in Loveland, Ohio, that's focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress.

Clients 130
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Personal finance links: breaking the rules

Abnormal Returns

Podcasts Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons. (podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." (patternsandstories.substack.com) Joe Weisenthal and Tracy Alloway talk with Morgan Stanley housing strategist Jim Egan, about the big housing divide.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

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.

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The Gambler’s Edge on Wall Street

The Big Picture

Bullish : Boaz Weinstein on Card Counting, Private Credit and Night Sweats: Strategy. Risk. Pattern recognition. Wall Street pros often play poker, chess, blackjack and other games that rely on skills that are highly transferable to their work. What role does game theory play in the markets? And how are successful traders using it? Sonali Basak interviews Boaz Weinstein and Liv Boeree for Bullish.

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Newsletter: New Home Sales Decrease to 623,000 Annual Rate in May

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 623,000 Annual Rate in May Brief excerpt: The Census Bureau reported New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 623 thousand. The previous three months were revised down. The next graph shows new home sales for 2024 and 2025 by month (Seasonally Adjusted Annual Rate).

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Kitces & Carl Ep 167: Are Financial Advisors Less Happy When Working With HNW Clients?

Nerd's Eye View

In recent years, financial advice has expanded beyond spreadsheets and technical strategies to consider the behavioral and emotional factors driving clients’ relationships with money. Advisors today often serve not just as technical experts but also as thinking partners – helping clients process their money stories, explore values, and determine what they want their wealth to accomplish.

Clients 130
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Research links: informed trading

Abnormal Returns

Quant stuff A round-up of recent white papers including 'AI Beneficiaries: Investing in Second-Order Effects.' (bpsandpieces.com) Jane Street has centralized its operations on an obscure programming language. (economist.com) Private equity A look at the fundamentals of private equity-owned firms. (mailchi.mp) Why manager selection matters so much for alternatives.

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$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic

Wealth Management

The AmeriFlex Group said it made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.

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Avoiding Common Mistakes and Dangerous Financial Advice

The Big Picture

After a few month run, I took a break from talking about the book. Going forward, I’ll be speaking about HNTI occasionally. This was a fun pod worthy sharing: Peter Lazaroff hosts The Long Term Investor , and asks very thoughtful questions: In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast, and author of the new book How Not to Invest—shares invaluable insights into making smarter investment decisions.

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MBA: Mortgage Applications Increase in Latest MBA Weekly Survey

Calculated Risk

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.

Marketing 162
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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

The first quarter of 2025 brought a significant amount of turmoil for most financial advisory firms, as markets responded with high volatility to newly proposed tariffs – and advisors saw the challenging reality that in volatile markets, revenue dips while service demands from clients rise, as we're called (figuratively or literally) to help clients stay the course through turbulent times.

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Friday links: lady luck

Abnormal Returns

Strategy Why you shouldn't fear all-time highs. (ritholtz.com) Compounding math is often confounding. (nytimes.com) Survivorship bias affects in any number of ways. (safalniveshak.com) Books A recommendation for Ben Wiener’s book "Fever Pitch: A Novel About Selling Your Vision, Raising Venture Capital, and Launching Your Startup." (feld.com) The best economics books of summer including "King Dollar: The Past and Future of the World’s Dominant Currency" by Paul Blustein.

Math 144
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14 Investment Must Reads for This Week (July 1, 2025)

Wealth Management

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook. These are among the investment must-reads we found this week for financial advisors.

Investing 242
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Video: Bloomberg Hedge Fund/Alt Fund Manager

The Big Picture

Last week, I moderated an amazing panel of emerging Hedge Fund & Alternative Managers at the Bloomberg 2025 Forum. As promiosed, here is the full video of the conversation The panelists on the Emerging Managers Panel were: Matthew Cherwin: Co-Founder & CIO, Marek Capital Management Imran Khan: Founder & CIO, Proem Asset Management Matt Jozoff: Co-CEO & Portfolio Manager, Trevally Capital Hear from new and emerging fund leaders on the opportunities and obstacles of launching and g

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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MBA: Mortgage Applications Increase in Latest MBA Weekly Survey

Calculated Risk

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 20, 2025. This week’s results include an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 1.1 percent on a seasonally adjusted basis from one week earlier.

Economics 162
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5 Financially strong stocks under ₹25 to add to your watchlist

Trade Brains

Penny stocks priced under Rs. 25 often catch the eye of investors looking for big returns with small investments. While many come with risks, some stand out with strong financials and solid business models. In this article, we highlight a few financially strong penny stocks under Rs. 25 that could be worth watching in 2025. Do you already hold any of them?

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Wednesday links: operationalizing attention

Abnormal Returns

Rates Muni bonds are underperforming in 2025. (morningstar.com) T-bills are growing a percentage of outstanding U.S. government debt. (wsj.com) Crypto Recent SPAC deals have a decided crypto flavor. (bloomberg.com) Please don't use those Bitcoin ATMs, scams abound. (axios.com) Retail trading Supply is coming online to feed the degenerate economy. (howardlindzon.com) Demand for private shares is there.

Media 167
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ETFs Explained: Innovations, Trends, and the Investment Landscape

Wealth Management

Zephyr's Ryan Nauman and CFRA's Aniket Ullal discuss the complexities of active ETFs, ETFs as a share class, debunking misconceptions, and the rise of complex products such as options-based and leveraged ETFs.

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Protect What Matters: Rethinking Finance Ops In A Digital World

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.