Wealth Management
JUNE 20, 2025
F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.
Calculated Risk
JUNE 18, 2025
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. The projections are pretty bearish. The BEA's advance estimate for Q1 GDP showed real growth at -0.2% annualized. There is a wide range of estimates for Q2 GDP, but it is forecast to be over 3.0% (as Q1 distortions reverse).
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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.
Wealth Management
JUNE 17, 2025
Zach Ivey, Savant Wealth Management's CIO, discusses evolving investment landscapes, alternative allocations and educating advisors on private market liquidity at Wealth Management EDGE.
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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
The Big Picture
JUNE 18, 2025
Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 17, 2025
Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports. These are among the investment must-reads we found this week for financial advisors.
Calculated Risk
JUNE 17, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for initial claims of 250 thousand, up from 248 thousand last week. • Also at 8:30 AM ET, Housing Starts for May.
Abnormal Returns
JUNE 18, 2025
Podcasts Chris Hutchins talks with Nick Maggiulli about his forthcoming book "The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life." (chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book "How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them." (ritholtz.com) Peter Lazaroff talks with Bob Pisani about lessons learned from his long career at CNBC.
The Big Picture
JUNE 20, 2025
My end-of-week morning train beach reads: • Howard Marks on Tariffs: Repealing the Laws of Economics : Tariffs are, primarily, an effort to cause goods to be made domestically even when equivalent foreign goods are cheaper or better (or both). Governments can make that happen by erecting barriers that keep foreign goods out or make them more expensive.
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
JUNE 23, 2025
Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask friends and professionals for recommendations, browse a few firm websites, and typically interview only one or two advisors before deciding whom to hire. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time.
Calculated Risk
JUNE 23, 2025
From Matthew Graham at Mortgage News Daily: Mortgage Rates Lowest Since May 1st Mortgage rates ended the previous week roughly in line with the best levels since May 1st. Today's modest improvement made it official. Mortgage rates are primarily a function of trading levels in the bond market and bonds have had a few reasons to move at the start of the new week.
Abnormal Returns
JUNE 18, 2025
Markets The stock market doesn't care about you. (tonyisola.com) How long do dollar moves last? (larryswedroe.substack.com) Real estate REITs have struggled to keep up with the stock market. (morningstar.com) The supply of office space is set to actually contract in 2025. (wsj.com) Gold Why are central banks upping their holdings of gold? (mrzepczynski.blogspot.com) Individual Chinese investors love gold.
Trade Brains
JUNE 20, 2025
When seasoned investors put their money into a company, it often sparks curiosity—and for good reason. Consistent revenue growth over time is one of the clearest indicators of a company’s underlying strength. In this article, we have highlighted a few stocks backed by ace investors that have delivered an impressive 5-year revenue Compounded Annual Growth Rate (CAGR).
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.
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
Wealth Management
JUNE 18, 2025
Global financial advisors prioritize private equity and credit in alternative investments, but struggle with assessing liquidity and portfolio impact, survey finds.
Calculated Risk
JUNE 18, 2025
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.256 million Annual Rate in May A brief excerpt: Total housing starts in May were below expectations; however, starts in March and April were revised up, combined. The third graph shows the month-to-month comparison for total starts between 2024 (blue) and 2025 (red).
Abnormal Returns
JUNE 20, 2025
Markets Corporate bond spreads have come back down from their April peak. (mrzepczynski.blogspot.com) Silver prices are rising along with gold. (wsj.com) Strategy Good decade or bad for the stock market? Changes in valuation matter a lot. (awealthofcommonsense.com) What the consensus 60/40 portfolio looks like. (morningstar.com) Stablecoins Stablecoins are no longer niche.
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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 20, 2025
A prominent financial services stock came under pressure on June 20, slipping nearly 9% amid heightened activity in the block deal window, triggering investor concerns over a potential large-scale stake offloading. With a market capitalisation of Rs 3,330 crore, shares of Northern Arc Capital Limited plunged nearly 9% on Friday, hitting an intraday low of Rs 195.55 compared to the previous close of Rs 214.50, amid heavy selling pressure in the block deal window.
A Wealth of Common Sense
JUNE 19, 2025
A reader asks: I was reading your post “3% Market Returns For The Next Decade” and it got me thinking about something you wrote about a few years ago — the John Bogle Expected Return Formula. I don’t remember how you were able to get the numbers to calculate the formula, but I’d love to see an update about what the formula says today.
Wealth Management
JUNE 18, 2025
Andy Kalbaugh will lead The Wealth Consulting Group into its next phase of growth, which will include a new partners channel to help advisors with succession issues.
Calculated Risk
JUNE 21, 2025
The key reports this week are May New and Existing Home sales, the third estimate of Q1 GDP, Personal Income and Outlays for May and the April Case-Shiller house price index. For manufacturing, the June Richmond and Kansas City Fed manufacturing surveys will be released. Fed Chair Powell testifies on the Semiannual Monetary Policy Report to Congress. -- Monday, June 23rd -- 10:00 AM: Existing Home Sales for May from the National Association of Realtors (NAR).
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 22, 2025
Newsletters 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 How long do dollar moves last? (larryswedroe.substack.com) The stock market doesn't care about you.
Meb Faber Research
JUNE 20, 2025
We’re starting a new series here that will eventually be a short paper, but thought we’d drip these articles out every week over the course of the summer… enjoy! #1 – Normal stock market returns are extreme Most investors understand that stocks return about 10% per year over time. However, many investors may not appreciate the […] The post 20 Things You May Not Know About Markets (or That Might Surprise You). #1 – Normal Stock Market Returns are Extreme appear
A Wealth of Common Sense
JUNE 17, 2025
I was talking with a friend a few months ago about money. Let’s call him Daryl. Daryl and I were waxing philosophically about careers, incomes and the never-ending comparison battle that exists among friends and peers. He admitted to me that it wears on him constantly seeing other people’s big houses, big incomes, big vacations and big lives on display all the time.
Wealth Management
JUNE 18, 2025
Explore three mega-trends in private market investing, including big partnerships, semi-liquid structures and retirement plan integration.
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
JUNE 18, 2025
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low, and labor market conditions remain solid. Inflation remains somewhat elevated.
Abnormal Returns
JUNE 23, 2025
Strategy How geopolitical conflicts have played out for stocks. (optimisticallie.com) Just how volatile have the 2020s been for the stock market? (awealthofcommonsense.com) Don't mix politics and investing. (klementoninvesting.substack.com) Crypto Add ProCap Financial to the Bitcoin Treasury scene. (cnbc.com) If every major company issues their own stablecoin, chaos could ensue.
Getting Your Financial Ducks In A Row
JUNE 23, 2025
Photo credit: jb When you have money in several accounts and you’d like to have that money consolidated in one place, the question comes up – Which type of account can be tax-free rolled over into which other type of accounts? Thankfully, the IRS has provided a simple matrix to help with this question. At this link you’ll find the matrix , sourced from IRS Publication 590.
Trade Brains
JUNE 17, 2025
The shares of a Micro-Cap company, specializing in providing oil and gas field services, hit a 20 percent upper circuit upon receiving a Letter of Award (LoI) from Oil and Natural Gas Corporation (ONGC) for Rs. 19.36 crore. With a market capitalization of Rs. 105.10 crores on Wednesday, the shares of Aakash Exploration Services Limited hit a 20 percent upper circuit, making a high of Rs. 10.51 per share compared to its previous closing price of Rs. 8.76 per share.
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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