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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.
Most analysts expect no change to FOMC policy at the meeting this week, keeping the target range at 4 1/4 to 4 1/2 percent. Market participants currently expect the FOMC to also be on hold at the July meeting, with the next rate cut in September, and a second rate cut in December. From BofA: The Fed has made it clear that the policy rate will remain unchanged at its June meeting.
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
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
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.
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).
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.
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.
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.
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.
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.
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.
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
Global financial advisors prioritize private equity and credit in alternative investments, but struggle with assessing liquidity and portfolio impact, survey finds.
Also on the site Everyone in life (and investing) is running their own race. (abnormalreturns.com) Top clicks this week This company is splashing out $400k on two vehicles for its CEO. (linkedin.com) How NAV squeezing works. (wsj.com) Americans have the risk bug. (awealthofcommonsense.com) Who exactly are you listening to and why? (ritholtz.com) Private equity operates differently in mainstream America.
Foreign Institutional Investors (FIIs) are significant players in global financial markets,comprising various entities such as mutual funds, pension funds, and hedge funds, among others. They invest substantial capital across international borders, influencing the market dynamics, liquidity, and investment trends, thus playing a crucial role in shaping global Investment landscapes and economic development.
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.
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).
In my last post I looked at the impressive outperformance of international stocks this year: With all the AI excitement it’s hard to believe foreign stocks are beating the pants off American stocks in 2025 when you consider the sector exposure discepancies: When you include communication services (which includes Google, Facebook and Netflix) and the tech stocks in consumer discretionary (which includes Amazon and.
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.
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.
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
A Goldman Sachs-backed infrastructure stock has come into sharp focus as it sets an ambitious target of securing order inflows worth Rs.20,000–Rs.25,000 crores in FY26. This bold projection signals strong business momentum and renewed investor interest, positioning the company as a key player in India’s rapidly evolving infrastructure landscape. During Friday’s trading session, shares of Afcons Infrastructure Ltd were closed at Rs. 441 apiece, down 1.28 percent from its previous closing price of
The key reports this week are May Retail Sales and Housing Starts. For manufacturing, Industrial Production, and the NY and Philly Fed manufacturing surveys, will be released this week. The FOMC meets on Tuesday and Wednesday, and rates are expected to be unchanged. -- Monday, June 16th -- 8:30 AM: The New York Fed Empire State manufacturing survey for June.
By Antoinette Tuscano, senior content specialist Achieving MDRT’s Top of the Table consistently happens when you understand where you most need to focus. Three MDRT Past Presidents discuss what this was for them. Working hard and excellence There must be a secret formula for people to be successful , thought MDRT Past President Ross Vanderwolf, CFP , early in his career.
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.
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.
Stock recommendations are expert advice that helps investors decide whether to buy, sell, or hold certain stocks based on market analysis. A buy recommendation means it’s a good idea to purchase a stock, as it is expected to rise in value due to favorable market conditions. Here are a few stocks recommended by analysts with a high growth potential of up to 66 percent: 1.
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).
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.
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.
Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated in a private company.
Strategy You can't eliminate the noise, but you can manage around it. (ritholtz.com) Should you exclude Chinese stocks from your international allocation? (morningstar.com) History only tells us so much about investment returns. (whitecoatinvestor.com) Companies Advertising is a big (and growing) business for the delivery companies. (platformaeronaut.com) OpenAI and Microsoft ($MSFT) are beefing.
Today, we recommend two stocks, one from the Capital Goods sector and another from the FMCG sector, by the Trade Brains Portal, to buy for an upside potential of more than 18%. We also analyzed the market’s performance yesterday to understand what may lie ahead for the stock indices in the coming days. 1. Kirloskar Brothers Ltd Current price: ₹ 1,833 Target price: ₹ 2,160 Upside: 18% Time frame: 12 Months Why it’s recommended KBL, a prominent pump manufacturer with experience in fluid management
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.
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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