Wealth Management
JULY 11, 2025
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.
Trade Brains
JULY 13, 2025
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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Calculated Risk
JULY 9, 2025
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.
International College of Financial Planning
JULY 9, 2025
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.
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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
Harness Wealth
JULY 14, 2025
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.
Wealth Management
JULY 10, 2025
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 11, 2025
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.
Financial Symmetry
JULY 15, 2025
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!
Advisor Perspectives
JULY 10, 2025
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.
Wealth Management
JULY 14, 2025
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
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.
Calculated Risk
JULY 11, 2025
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).
Trade Brains
JULY 9, 2025
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.
Nerd's Eye View
JULY 11, 2025
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
WiserAdvisor
JULY 9, 2025
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.
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 10, 2025
The commitments from T. Rowe Price, SurgoCap, BNY, State Street and others bring iCapital's valuation to $7.5 billion.
International College of Financial Planning
JULY 11, 2025
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
Abnormal Returns
JULY 9, 2025
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.
Nerd's Eye View
JULY 9, 2025
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
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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
Advisor Perspectives
JULY 14, 2025
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.
Wealth Management
JULY 14, 2025
New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.
Yardley Wealth Management
JULY 9, 2025
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.
Calculated Risk
JULY 12, 2025
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.
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.
Nerd's Eye View
JULY 10, 2025
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.
Million Dollar Round Table (MDRT)
JULY 10, 2025
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
Wealth Management
JULY 11, 2025
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.
Trade Brains
JULY 15, 2025
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.
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.
Validea
JULY 12, 2025
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
Nerd's Eye View
JULY 14, 2025
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.
Advisor Perspectives
JULY 14, 2025
In this paper, we study the emotional benefits and time-saving value that paid professional financial advice provides to clients.
Wealth Management
JULY 10, 2025
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.
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.
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