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Zephyr's Adjusted for Risk: Navigating Fixed Income in Uncertain Times

Wealth Management

Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.

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5 Financially strong mid cap stocks with high piotroski score of 9 to add to your watchlist

Trade Brains

The Piotroski Score is a financial tool that assesses a company’s financial strength on a scale of 0 to 9, with higher scores reflecting better performance. Commonly used by value investors, it helps identify financially sound investment opportunities. A lower score suggests weaker financial health and may signal higher investment risk. Financially strong stocks represent companies with solid financial fundamentals, including consistent revenue, profits, healthy cash flow, and strong market posi

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FOMC Minutes: Rate Cut this year would "likely be appropriate"

Calculated Risk

Different views on possible rate cuts (see paragraph 2). From the Fed: Minutes of the Federal Open Market Committee, June 17–18, 2025. Excerpt: In considering the outlook for monetary policy, participants generally agreed that, with economic growth and the labor market still solid and current monetary policy moderately or modestly restrictive, the Committee was well positioned to wait for more clarity on the outlook for inflation and economic activity.

Economics 165
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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP 40
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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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The 2025 Alternative Investment Tax Guide for High-Income Filers

Harness Wealth

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for.

Taxes 52
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Zephyr's Adjusted for Risk: How Private Credit Is Reshaping Investment Strategies

Wealth Management

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

Investing 250

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Top 10 Best Performing Mutual Funds with Highest Returns in Last 10 Years – Do You Own Any?

Trade Brains

Synopsis- Mutual funds offer diversification, growth potential, and long-term wealth creation. Explore the top 10 mutual funds that delivered the highest SIP and lump sum returns over the last 10 years. When you invest through SIPs, you put in money every month. Each month, the money invested purchases funds at different prices. XIRR depicts the average yearly profit percentage earned on invested money over time.

Taxes 59
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Breaking Down the Big Beautiful Bill, Ep #243

Financial Symmetry

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we’re sharing our accessible, in-depth breakdown of the new Big Beautiful Bill, highlighting ten key tax provisions that every taxpayer should understand. 1. Individual and Joint Tax Rates Extended The tax rates most Americans have grown accustomed to since 2018 will be sticking around “permanently,” or at least as permanent as tax law ever gets!

Taxes 52
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US Treasuries Jump as Strong Auction Calms Investor Jitters

Advisor Perspectives

The Treasury market rallied after an auction of 10-year notes drew strong demand, easing concerns that investors will balk at financing swelling US deficits.

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The Diamond Podcast for Financial Advisors: A Billion-Dollar RIA’s Seamless Evolution

Wealth Management

Tony Parr shares Parr McKnight Wealth Management Group's journey at Wells Fargo Private Client Group, and how it leveraged the firm’s independent channels to achieve a “frictionless” launch of its RIA.

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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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"The Office Sector’s Double Whammy"; Record High Office Vacancy Rate

Calculated Risk

From Nick Villa at Moody's The Office Sector’s Double Whammy The ongoing challenges affecting the office sector have not only resulted in deteriorating space market fundamentals—evidenced by the record-high national office vacancy rate in the second quarter of 2025—but have also had a direct negative impact on capital market activities, including the performance of commercial mortgage-backed securities (CMBS).

Valuation 251
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Why Fintech API Platform Is Boosting the Fintech Industry

Trade Brains

The financial technology sector has evolved rapidly, driven largely by the growing use of APIs (Application Programming Interfaces). A fintech API platform allows businesses to connect their applications to a wide range of financial services in real time. By enabling fast integration, improved data exchange, and streamlined service delivery, these platforms have become a foundational element of modern fintech solutions.

Startup 59
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Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, with the regulator having talks with some state securities regulators (which would bear an increasing regulatory burden if the threshold were lifted

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. And honestly, you are not entirely wrong. Self-investing, or DIY investing, is incredibly popular. Many people have managed their own investment portfolios and have seen great results.

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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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iCapital Raises $820M in Latest Financing Round

Wealth Management

The commitments from T. Rowe Price, SurgoCap, BNY, State Street and others bring iCapital's valuation to $7.5 billion.

Valuation 253
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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Every peak and trough, every rally and correction, carries within it a story of how investors feel and react, often more than how they think. Behavioural finance bridges the gap between rational theory and real-world decision making. It studies how people – despite data, logic, and expert advice – continue to make emotionally charged choices that often hurt their long-term goal

CFP 40
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Personal finance links: a deep respect for time

Abnormal Returns

Podcasts Barry Ritholtz talks retirement with Christine Benz, author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of Alpha Architect. (open.spotify.com) Christine Benz talks with JL Collins about the new edition of his book "The Simple Path to Wealth: Your road map to financial independence and a rich, free life.

Math 162
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From Acknowledgment To Engagement: Key Questions To Reframe Issues And Get Action When Clients Are Off Track

Nerd's Eye View

Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea

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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Banks Are Bringing Boots $4.25 Billion Buyout Debt to Market

Advisor Perspectives

Banks are looking to sell $2.25 billion of term loans and $2 billion equivalent of bonds for Boots, to help finance its acquisition by US private equity firm Sycamore Partners, according to people familiar with the matter.

Banking 52
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Five Key Provisions of New Tax Law Affecting Estate Planning

Wealth Management

New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.

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How Much Do You Really Know About Stock Market Indexes?

Yardley Wealth Management

The post How Much Do You Really Know About Stock Market Indexes? appeared first on Yardley Wealth Management, LLC. How Much Do You Really Know About Stock Market Indexes? While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they’re important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.

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Schedule for Week of July 13, 2025

Calculated Risk

The key reports this week are June CPI, Retail Sales and Housing Starts. For manufacturing, the June Industrial Production report and the July New York and Philly Fed manufacturing surveys will be released. -- Monday, July 14th -- No major economic releases scheduled. -- Tuesday, July 15th -- 8:30 AM: The Consumer Price Index for June from the BLS. The consensus is for a 0.3% increase in CPI, and a 0.3% increase in core CPI.

Retail 147
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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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Kitces & Carl Ep 168: Do You Really Have To Go Deep With Every New Client In The First Meeting?

Nerd's Eye View

As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. This holistic approach to financial advice, often referred to as life planning, focuses on helping the advisor understand the client’s financial history, deep-seated goals, and overall relationship with money, which can allow for more targeted and comprehensive advice.

Clients 130
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Never run out of new clients by asking for recommendations

Million Dollar Round Table (MDRT)

By Kennedy Sumarlie, AWP Running out of prospects is a common concern for many financial advisors. It’s an issue we must face and take action on now if we want to have future clients. One way to address this is to ask existing clients for new contacts. For this to work well, though, we must go about it effectively. One of my good friends, Arvita Mersilia , a six-year MDRT member and Court of the Table member, asks for at least three recommendations from her clients when she delivers the insuranc

Clients 102
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The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

Wealth Management

Zeplyn's Era Jain details how the firm builds AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data.

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Best Performing Multi-Asset Allocation Funds in 2025 – Is Your Fund on the List?

Trade Brains

Synopsis- Multi Asset Allocation Funds offer diversified investment in equity, debt and commodities especially gold,making them balanced investment in the volatile markets. These funds help in reducing risk and maintaining stable gains. In this article, we rank the best performing Multi-Asset Allocation Funds in 2025 based on 3 year SIP XIRR performance and other key metrics. 1.

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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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Ten Top S&P 500 Stocks – July 2025

Validea

The S&P 500 encompasses more than 500 companies across various industries, many of which operate profitable, established businesses with strong underlying fundamentals that deserve investor attention. This diversity creates attractive opportunities for those willing to conduct thorough research beyond the most popular stocks. Through Validea’s comprehensive analytical framework, which incorporates 22 different investment methodologies, we’ve identified ten S&P 500 companies w

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Identifying The ‘Right’ Balance Of Personalization And (Time) Cost Of Client Touchpoints To Boost ROI

Nerd's Eye View

For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.

Clients 100
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The Emotional and Time Value of Advice

Advisor Perspectives

In this paper, we study the emotional benefits and time-saving value that paid professional financial advice provides to clients.

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Court Strikes Down Morgan Stanley Appeal in Deferred Compensation Class Action Lawsuit

Wealth Management

An attorney in the class action complaint filed by former Morgan Stanley advisors called the ruling the end of “quite a saga of twists and turns” that could assist reps looking to recoup compensation from the wirehouse in arbitration.

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The New Way Remote Finance Teams Are Protecting Accuracy And Building Resilience In A Cyber-Threatened World

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.