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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

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.

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Style guidelines for financial services firms

Investment Writing

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? However, style guides often don’t cover challenges specific to financial services firms.

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Schedule for Week of June 22, 2025

Calculated Risk

House Financial Services Committee -- Wednesday, June 25th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. This was originally a GSE only repeat sales, however there is also an expanded index. 10:00 AM: Richmond Fed Survey of Manufacturing Activity for June.

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Schedule for Week of February 9, 2025

Calculated Risk

House Financial Services Committee -- Thursday, February 13th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

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How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Drawing from years of experience across industries ranging from healthcare to media and financial services, our esteemed speaker will walk you through proven methods that finance professionals can adopt to build resilience in cash flow management.

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₹1.4 Lakh Cr IPO Pipeline: Top 6 companies that are coming up with an IPO in 2025

Trade Brains

India’s equity markets have rebounded strongly in 2025, with the Nifty surging nearly 15 percent from its 52-week lows amid easing geopolitical tensions and renewed foreign institutional investor inflows of over Rs 14,000 crore in just one month. of the firm, aiming to reduce its stake and raise capital. The post ₹1.4

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Fed's Beige Book: "Economic activity increased slightly to moderately"

Calculated Risk

The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Contacts expected prices to continue to rise in 2025, with some noting the potential for higher tariffs to contribute to price increases. Energy activity was mixed.

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