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.

Wealth Management 245

Wealth Management Management 245

Calculated Risk

JUNE 10, 2025

The Consumer Price Index for May is scheduled to be released tomorrow. The consensus is for a 0.2% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.5% year-over-year (YoY), and core CPI to be up 2.9% YoY. From Goldman Sachs economists: We expect a 0.25% increase in May core CPI (vs. +0.3% consensus), corresponding to a year-over-year rate of 2.89% (vs. +2.9% consensus).

Food 232

Food Numbers Marketing Marketing 232

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, with both smaller and mid-sized firms seeing growth (often pushing them into higher size brackets and/or from state to SEC registration) and re

Financial Planner 189

Financial Planner Retirement Retirement Planning Clients 189

Abnormal Returns

JUNE 9, 2025

Podcasts Jess Bost and Mark Newfield talk with Phil Pearlman about the connection between health and executive function. (podcasts.apple.com) Dan Haylett talks with Brendan Frazier about the art of spending money in retirement. (podcasts.apple.com) 14 of the best finance podcasts all investors should listen to including 'The Compound and Friends.' (forbes.com) UHNW The super-rich really are different.

Financial Advising 173

Financial Advising Wealth Advisor Retirement Numbers 173

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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

Accounting

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.

Marketing 99

Marketing Marketing Economy Financial Planning 99

Wealth Management

JUNE 6, 2025

In addition, Steward opens an Arizona office with the acquisition of a $225M RIA; Mariner brings on a $1.4B firm with professional athlete clients; and $8B Perigon recruits an advisor from Merrill Lynch.

Recruitment 243

Recruitment Clients 243

Calculated Risk

JUNE 7, 2025

The key report this week is May CPI. -- Monday, June 9th -- No major economic releases scheduled. -- Tuesday, June 10th -- 6:00 AM ET: NFIB Small Business Optimism Index for April. -- Wednesday, June 11th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 8:30 AM: The Consumer Price Index for May from the BLS.

Accounting 162

Accounting Economics 162

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.

Retirement 162

Retirement Planning Investments Investing 162

Trade Brains

JUNE 7, 2025

This Company’s Stock had risen over 3,110 percent from Rs. 20.93 in June of 2020 to make an all-time high of Rs. 674 in September of 2024. Giving a significant return to their investors. If an investor had put Rs. 1 lakh into the stock, that Rs. 1 Lakh would have turned to Rs. 31,09,000 if someone had invested in 2020 and held the share till the peak in September of 2024.

Healthcare 99

Healthcare Pharmaceutical License Distribution 99

Wealth Management

JUNE 10, 2025

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.

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

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.

Management

Nerd's Eye View

JUNE 9, 2025

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty. In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be m

Financial Advisor 130

Financial Advisor Financial Planner Financial Advice Clients 130

Calculated Risk

JUNE 9, 2025

Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. In early April, I went on recession watch , but I'm still not yet predicting a recession for several reasons: the U.S. economy is very resilient and was on solid footing at the beginning of the year, the administration might reverse many of the tariffs (we've seen that before), and C

Sales 165

Sales Economy Economics Taxes 165

Abnormal Returns

JUNE 8, 2025

Top clicks this week On the importance of avoiding big investment mistakes. (behaviouralinvestment.com) Replacing Ajit Jain at Berkshire Hathaway ($BRK.A) will be no easy task. (wsj.com) How major asset classes performed in May 2025. (capitalspectator.com) An example when home bias is damaging to your portfolio. (notes.archie-hall.com) Capital flight is about more than debt and deficits.

Retirement 182

Retirement Portfolio Assets Investments 182

Trade Brains

JUNE 7, 2025

Bigger changes are coming to American Express Credit Cards executing from June 12, 2025. Whether you are a Platinum user or a SmartEarn holder, these updates are more probable to impact every Amex card holder. These revised rewards to updated fees, Amex is overhauling many of the key features. Here is why you should pay attention to: Some benefits are reduced and some are removed.

Retail 76

Retail Taxes Sales 76

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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

Clients

Wealth Management

JUNE 9, 2025

Ralph Haberli joins Edelman Financial Engines as president, tasked with improving workplace offerings and expanding the firm's national footprint.

Engineering 241

Engineering 241

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.

Financial Planner 130

Financial Planner Clients Tax Planning Planning 130

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.

Economy 162

Economy Marketing Marketing 162

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.

Retail 162

Retail Media Economy Management 162

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.

Management

Trade Brains

JUNE 8, 2025

In today’s dynamic market environment, companies with robust order books often signal sustained demand, operational strength, and long-term revenue visibility. Whether in engineering, manufacturing, or infrastructure, a healthy pipeline of orders can act as a cushion during downturns and fuel future growth. These businesses not only showcase execution capability but also reflect sectoral confidence and strategic positioning.

Engineering 91

Engineering Manufacturing Investments Investing 91

Wealth Management

JUNE 6, 2025

State Street survey reveals growing retail investor appetite for alternative assets, with private equity expected to benefit most from market democratization.

Retail 227

Retail Marketing Marketing Assets 227

A Wealth of Common Sense

JUNE 10, 2025

I’m a big movie guy, so I was intrigued by The Studio on Apple, a show created by Seth Rogen and Evan Goldberg that satirizes Hollywood executives and the way they make decisions.1 One of the best episodes of the season was called The Golden Globes. Rogen plays Matt Remick, the new top dog at the fictitious Continental Studios. This particular episode finds Remick at the Golden Globes supporting his actors and mo.

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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.

Nonprofit 130

Nonprofit Assets Accounting 130

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.

Numbers

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.

Investments 162

Investments Investing 162

Trade Brains

JUNE 11, 2025

The shares of this leading stock exchange fell over 6 percent on Wednesday after the stock had been placed under the ASM List. In this article, we will understand what ASM is exactly and how it has affected the exchange. With a market capitalization of Rs 1,15,414 crores, the shares of BSE Ltd are currently trading at Rs 2,842 per share, down by 6.61 percent from its 52-week high of Rs 3,030 per share.

Marketing 80

Marketing Marketing Engineering Investment Advisor 80

Wealth Management

JUNE 11, 2025

Dynasty Financial Partners adds Anchyra Partners, an Atlanta-based team managing $2.6B in assets, led by Goldman Sachs alumni and industry veterans.

Assets 205

Assets Management 205

Advisor Perspectives

JUNE 9, 2025

Investors nearing or in retirement who are currently defaulted into TDFs need to stop defaulting and move to safety now.

Retirement 74

Retirement 74

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Calculated Risk

JUNE 6, 2025

From BofA: Since our last weekly publication, our 2Q GDP tracking is up to 2.7% q/q saar from 1.8% q/q saar and 1Q GDP is up two-tenths to 0.0% q/q saar. [June 6th estimate] emphasis added From Goldman: The details of the trade balance report indicated that April exports were stronger than our previous GDP tracking assumptions. We boosted our Q2 GDP tracking estimate by 0.4pp to +3.7% (quarter-over-quarter annualized ) and left our Q2 domestic final sales estimate unchanged at -0.5%.

Economics 130

Economics Sales Management Investments 130

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.

Startup 130

Startup Media Economy Investments 130

Million Dollar Round Table (MDRT)

JUNE 8, 2025

By Jerry Soverinsky Clarity. There is perhaps no other messaging priority for financial advisors than providing clarity to your clients and prospective clients. For many financial advisors, the explanation of what they do for a living is often an improvised and unenthusiastic version of “I provide financial security.” It’s a cryptic opening that often fails to engage a prospect and halts a broader discussion — which means the opportunity for a follow-up meeting passes you by.

Clients 80

Clients Financial Advisor Communication Insurance 80

Wealth Management

JUNE 11, 2025

A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.

Financial Advisor 255

Financial Advisor Taxes Management Investments 255

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting