2025 and Investments - Financial Advisor Source

Ten Economic Questions for 2025

Calculated Risk

DECEMBER 22, 2024

Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking.

Economics

Economics Economy Sales Commission

10 Investment Must Reads for This Week (July 28, 2025)

Wealth Management

JULY 28, 2025

BlackRock CIO Rick Rieder penned a column for the Financial Times exploring how markets have become less volatile throughout 2025. These are among the investment must-reads we found this week for financial advisors. Vanguard has added to its model portfolio lineup.

Investing

Investing Investments Financial Advisor Portfolio

Question #3 for 2025: What will the unemployment rate be in December 2025?

Calculated Risk

JANUARY 1, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. range in Q4 2025. What will the unemployment rate be in December 2025? It appears that the participation rate will decline in 2025 based on demographics and that population growth will slow due to less net migration.

Economics

Economics Sales Investing Investments

Webinars

How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

8 Ways to Torture Your CFO

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

14 Investment Must Reads for This Week (July 8, 2025)

Wealth Management

JULY 8, 2025

Private investment platform Linqto, which promised access to pre-IPO firms, filed for bankruptcy amid SEC scrutiny of its practices. These are among the investment must-reads we found this week for financial advisors.

Investing

Investing Investments Financial Advisor Marketing

14 Investment Must Reads for This Week (July 1, 2025)

Wealth Management

JULY 1, 2025

These are among the investment must-reads we found this week for financial advisors. More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire.

Investing

Investing Investments Financial Advisor Assets

The Word on WealthTech for July 2025

Wealth Management

AUGUST 1, 2025

Doug Fritz , Co-Founder and Executive Chairman, F2 Strategy August 1, 2025 3 Min Read Just like most of us this summer, July’s WealthTech news is hot. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Estate Planning Wealth Management Insurance Planning

11 Investment Must Reads for This Week (June 17, 2025)

Wealth Management

JUNE 17, 2025

These are among the investment must-reads we found this week for financial advisors. 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.

Investing

Investing Investments Financial Advisor Assets

12 Investment Must Reads for This Week (July 21, 2025)

Wealth Management

JULY 21, 2025

These are among the investment must-reads we found this week for financial advisors. Morningstar conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. JPMorgan analysts are moving beyond traditional stock coverage and beginning to look at private firms, starting with OpenAI.

Investing

Investing Investments Financial Advisor Portfolio

Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

APRIL 17, 2025

In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. Decades as an investor and trader on Wall Street have taught me that panics come and go.

Investing

Investing Investments Accounting Startup

Question #1 for 2025: How much will the economy grow in 2025? Will there be a recession in 2025?

Calculated Risk

JANUARY 5, 2025

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2025. Q4-over-Q4 in 2025. How much will the economy grow in 2025? Will there be a recession in 2025? Looking at 2025, a recession is mostly off the table. Will there be a recession in 2025? in 2024 (around 2.6% Q4-over-Q4).

Economy

Economy Economics Sales Investing

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

JULY 2, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Allworth financial office M&A Allworth’s Latest Deal Signals a Shift in M&A Strategy Allworth’s Latest Deal Signals a Shift in M&A Strategy (..)

Planning

Planning Estate Planning Wealth Management Commission

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

JUNE 26, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

Financial Advisor

Financial Advisor Wealth Management Estate Planning Recruitment

11 Investment Must Reads for This Week (Aug. 4, 2025)

Wealth Management

AUGUST 4, 2025

These are among the investment must-reads we found this week for financial advisors. Morningstar explored how active ETFs have become the vehicle of choice for model portfolio builders. Family Wealth Report looked at how some advisors reacted to the Fed’s most recent interest rate outlook.

Investing

Investing Investments Financial Advisor Portfolio

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

JULY 2, 2025

trillion annually over the next decade as part of the great wealth transfer, a new report finds.

Financial Advisor

Financial Advisor Estate Planning Wealth Management Financial Planning

Be Like You

The Big Picture

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. The world is very different today, and a truly unique set of circumstances created a unicorn. It yielded 78,600 hits.

Investing

Investing Investments Portfolio Planning

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning

Estate Planning Marketing Marketing Wealth Management

Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

JULY 8, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual (..)

Wealth Management

Wealth Management Estate Planning Compliance Clients

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

JUNE 23, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Altruist rebrand Support Platforms Altruist Rolls Out Rebrand Altruist Rolls Out Rebrand by Davis Janowski Jun 23, 2025 1 Min Read Cetera CEO Mike (..)

Assets

Assets Wealth Management Financial Advisor Estate Planning

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

JUNE 26, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

Clients

Clients Estate Planning Wealth Management Planning

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

Wealth Management

AUGUST 8, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all LPL Financial IBD More Top Executives Exit Atria in Wake of LPL Integration More Top Executives Exit Atria in Wake of LPL Integration by Diana Britton (..)

Estate Planning

Estate Planning Wealth Management Ethics Clients

BEA: Real GDP decreased at 0.3% Annualized Rate in Q1

Calculated Risk

APRIL 30, 2025

From the BEA: Gross Domestic Product, 1st Quarter 2025 (Advance Estimate) Real gross domestic product (GDP) decreased at an annual rate of 0.3 percent in the first quarter of 2025 (January, February, and March), according to the advance estimate released by the U.S. annual rate, and residential investment increased at a 1.3%

Government

Government Food Economics Sales

Why Gen 2 Advisors Are a Flight Risk

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.

Estate Planning

Estate Planning Wealth Management Planning Clients

AI and Ethics: A Double-Edged Sword for Wealth Management

Wealth Management

JULY 31, 2025

Ryan Munson , Research Manager , CFA Institute July 31, 2025 4 Min Read Artificial Intelligence is reshaping the financial sector, bringing unprecedented efficiency, personalization, and innovation. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Wealth Management Ethics Management Estate Planning

Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

JULY 1, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B

Wealth Management

Wealth Management Estate Planning Recruitment Financial Advisor

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

JUNE 20, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management

Wealth Management Management Financial Advisor Clients

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Wealth Management

Wealth Management Estate Planning Startup Financial Planning

Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management

Wealth Management Management Estate Planning Business Planning

401(k) Real Talk Episode 156: June 18, 2025

Wealth Management

JUNE 18, 2025

Open, honest and candid discussion about private credit investing, EFE's new president, a new conflicts of interest settlement and how advisors can build trust with plan sponsors.

Planning

Planning Investing Investments

The Power of the Midyear Gut Check

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management

Wealth Management Financial Advisor Recruitment Management

AIA: Architecture Billings "End the year on a weak note"

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

Clients

Clients Economics Numbers Investing

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

JULY 17, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Anthony Minopoli Innovative CPA Group RIA Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand Innovative CPA Group Launches (..)

Wealth Management

Wealth Management Clients Management Estate Planning

Unlocking Estate Planning Potential with Carried Interest

Wealth Management

JULY 30, 2025

Concept of digital social marketing.

Estate Planning

Estate Planning Planning Valuation Taxes

Has ERISA Litigation Been Helpful or Harmful?

Wealth Management

JULY 28, 2025

by Fred Barstein Jul 28, 2025 4 Min Read thumbnail Industry News & Trends Carson Group Claims Former CMO “Manufactured Evidence” For Lawsuit Carson Group Claims Former CMO “Manufactured Evidence” For Lawsuit by Patrick Donachie Jul 28, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing (..)

Estate Planning

Estate Planning Planning Wealth Management Retirement

Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup

Startup Financial Advisor Clients Portfolio Management

The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

JULY 2, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Allworth financial office M&A Allworth’s Latest Deal Signals a Shift in M&A Strategy Allworth’s Latest Deal Signals a Shift in M&A Strategy (..)

Wealth Management

Wealth Management Estate Planning Planning Clients

10 States with the Most and Least Potential AUM Per Advisor

Wealth Management

JULY 9, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)

Wealth Management

Wealth Management Estate Planning Business Planning Taxes

LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 4 Min Read LPL Financial said that it had closed on the acquisition of Commonwealth Financial Network Friday morning, adding that it was pushing out its final integration timing to the fourth quarter of 2026. Raymond James Practice Mercer Advisors Lands $1.2B

Recruitment

Recruitment Estate Planning Wealth Management Planning

The Evolution of the UMA

Wealth Management

AUGUST 5, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all SS&C Support Platforms SS&C Unifies Wealth Management Platforms Under Black Diamond SS&C Unifies Wealth Management Platforms Under Black (..)

Wealth Management

Wealth Management Estate Planning Financial Advice Accounting

GeoWealth Raises $38M in Series C Funding Led by Apollo

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

Wealth Management Estate Planning Portfolio Planning

42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Happy Planning and best to you in 2025!

Budgeting

Budgeting Financial Planning Estate Planning Planning

Morningstar: Active Funds Continue to Underperform Relative to Passive Options

Wealth Management

AUGUST 6, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all IEQ Capital co-founder and Managing Partner Eric Harrison Industry News & Trends Ex-Wife Sues IEQ Capital Founder Over Scheme to Shield Assets (..)

Wealth Management

Wealth Management Estate Planning Ethics Assets

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

JULY 3, 2025

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management

Wealth Management Recruitment Estate Planning Financial Advisor

Mercer Advisors Lands $1.2B Raymond James Practice

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.

Estate Planning

Estate Planning Wealth Management Planning Insurance

Are PEPs the Wild West or Are They a Way to Tame It?

Wealth Management

AUGUST 4, 2025

4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Estate Planning

Estate Planning Retirement Compliance Planning

Ten Economic Questions for 2025

10 Investment Must Reads for This Week (July 28, 2025)

Webinars

Trending Sources

Question #3 for 2025: What will the unemployment rate be in December 2025?

Webinars

14 Investment Must Reads for This Week (July 8, 2025)

14 Investment Must Reads for This Week (July 1, 2025)

The Word on WealthTech for July 2025

11 Investment Must Reads for This Week (June 17, 2025)

12 Investment Must Reads for This Week (July 21, 2025)

Avoid the Unforced Investment Errors Even Billionaires Make

Question #1 for 2025: How much will the economy grow in 2025? Will there be a recession in 2025?

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

11 Investment Must Reads for This Week (Aug. 4, 2025)

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Be Like You

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Schwab Expands Roster of No Transaction Fee Mutual Funds

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook

BEA: Real GDP decreased at 0.3% Annualized Rate in Q1

Why Gen 2 Advisors Are a Flight Risk

AI and Ethics: A Double-Edged Sword for Wealth Management

Raymond James Adds $1.1B New York Team From Ameriprise

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Takeaways From Day 1 of Wealth Management EDGE

401(k) Real Talk Episode 156: June 18, 2025

The Power of the Midyear Gut Check

AIA: Architecture Billings "End the year on a weak note"

Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Unlocking Estate Planning Potential with Carried Interest

Has ERISA Litigation Been Helpful or Harmful?

Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

The Digitally Borderless Society Is Coming—And Faster Than We Think

10 States with the Most and Least Potential AUM Per Advisor

LPL Closes Commonwealth Deal, Pushes Final Integration to Q4 of Next Year

The Evolution of the UMA

GeoWealth Raises $38M in Series C Funding Led by Apollo

42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

Morningstar: Active Funds Continue to Underperform Relative to Passive Options

Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Mercer Advisors Lands $1.2B Raymond James Practice

Are PEPs the Wild West or Are They a Way to Tame It?

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