Wealth Management

MAY 28, 2025

Explore historical tariff impacts on markets and learn strategies for guiding clients through current trade tensions and economic uncertainties.

Marketing

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.”

Banking

Wealth Management

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. These models may yield numbers on paper, but they often misstate the real economics of the carry and can leave the transfer exposed to audit risk.

Estate Planning

The Big Picture

APRIL 17, 2025

Two managers of a single-family office siphoned off so much money that each became a billionaire. Other than a handful of superstar managers (most of whose funds you cannot get into), the vast majority of these managers fail to justify their costs. Do you hang on every word whenever a famous fund manager shows up on TV?

Investments

Wealth Management

JUNE 27, 2025

Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.

Estate Planning

The Big Picture

MARCH 3, 2025

Over that decade plus of doing CNBC, I had become friendly with Big Joe Besecker of Emerald Asset Management. It made me realize that, despite my extensive research into the psychology underlying behavioral economics, I suffered from the exact same cognitive errors as everyone else. that something foul was afoot.1 But it was.

Economics

Wealth Management

JUNE 26, 2025

BlackRock's Rick Rieder discusses economic outlook and fixed income opportunities, while Vanguard's Salin Ramji highlights expansion into savings and advice at the Morningstar conference.

Investments

Wealth Management

JUNE 17, 2025

Financial advisors' confidence in the stock market increased in May, with 68% expecting improvement within a year, despite ongoing economic uncertainties due to tariffs.

Marketing

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

The Big Picture

NOVEMBER 15, 2024

 This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society and the Society for the Advancement of Economic Theory.

Portfolio Management

The Big Picture

NOVEMBER 8, 2024

 This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai Bureau Chief.

Economics

Abnormal Returns

MARCH 17, 2025

(sherwood.news) Finance Daniel Davies, "The essence of managing an investment banking franchise is that the biggest driver of success is the capacity to bear pain." finance.yahoo.com) Expect to see alternatives managers talking more openly about their funds. on.ft.com) Robinhood ($HOOD) is teaming with Kalshi on sports markets.

Media

Calculated Risk

JUNE 6, 2025

After recent releases from the US Census Bureau, the US Bureau of Economic Analysis, and the Institute for Supply Management, the nowcasts of second-quarter real personal consumption expenditures growth and real gross private domestic investment growth decreased from 4.0 percent on June 5, down from 4.6 percent on June 2.

Economics

Abnormal Returns

NOVEMBER 8, 2024

arstechnica.com) Why you shouldn't get your economic insights from VC podcasts. joincolossus.com) Patrick O'Shaugnessy talks semiconductors with Andrew Homan, Managing Partner at Maverick Silicon, and Chris Miller who is the author of "Chip War." Listening Streaming services are filled with pirated songs under sound-alike names.

Economy

Wealth Management

AUGUST 1, 2025

Management noted it now currently anticipates the advisor onboarding/conversion of platforms to occur in 4Q26, relative to the prior timing of 2Q-3Q26—which it attributed to a more refined view around the scope of the technology and operational work required to ensure an exceptional experience.

Recruitment

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. This is one of the fundamental principles of investment risk management. While your opportunities may be greater, the challenges can also be magnified. Diversification. Tax planning.

Financial Planning

Wealth Management

AUGUST 4, 2025

There are 557 PEPs as of 6/30/25, not all active, and 176 PPPs, which seems like a lot, yet there are 806,000 single DC plans, thousands of compliance-only TPAs, almost 12,000 RPAs and another 60,000 advisors with significant DC assets under management and 40 national record keepers, and another estimated 160 regionals. 2% of DC assets.

Estate Planning

The Big Picture

MAY 1, 2025

How useful is management guidance? Thats based on lots of academic studies (There are 100s of endnotes sourcing all of these) Favorite example: One study found that mutual fund managers were good buyers of stock, but bad sellers. How should they be reacting to the economic volatility? Is it late, early, boilerplate legal noise?

Retirement

The Big Picture

DECEMBER 11, 2024

So if our benchmark is the S& P 500, we’re a money manager, and we make 25 percent in a year when the market’s up 20%. I mean, money managers have pressure, Even during bull markets, because everybody’s sort of chasing returns and that is a stressor. That’s 5% Percent of alpha and so forth. Absolutely.

Food

Don Connelly & Associates

JANUARY 13, 2025

The convergence of high-stress client interactions, economic uncertainty, performance pressures, regulatory demands, and the sheer emotional toll of the work puts financial advisors at a higher risk of chronic exhaustion and detachment that can derail their careers and personal well-being.

Financial Advisor

Wealth Management

AUGUST 1, 2025

Gabelli's John Belton sits down with Ryan Nauman to discuss the current state of growth versus value investing, the dynamics in the tech sector, importance of fundamentals and the impact of economic conditions on investing in international markets.

Economics

Wealth Management

AUGUST 6, 2025

Priya Prakash Royal , Managing Attorney and Founder , Royal Law Firm, PLLC August 6, 2025 5 Min Read gofotograf/iStock/Thinkstock On Aug. Further, the Foundation noted that it has no conflicting interests, such as employment, economic benefit or influence from disqualified persons under IRC Section 4946 in foreign organizations.

Estate Planning

Darrow Wealth Management

MARCH 3, 2025

Morgan Asset Management. Morgan Asset Management. Help managing your investments There’s a lot to keep in mind as you build a diversified portfolio. Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement.

Risk Tolerance

Validea

NOVEMBER 9, 2024

When investment managers post strong returns over one, three, or even five-year periods, they often see significant inflows of capital. This is where systematic, quantitative approaches often hold an advantage over discretionary management – they can more reliably maintain consistent execution over time.

Investments

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications.

Risk Management

Abnormal Returns

JANUARY 23, 2025

Bartels, "Support for populist parties and candidates in contemporary Western democracies is driven primarily not by economic grievances but by cultural concerns." theatlantic.com) A profile of Adrian Wojnarowski, general manager of the St. (baynature.org) Non-native pink salmon are invading Norwegian rivers. lithub.com)

Economics

Cornerstone Financial Advisory

NOVEMBER 25, 2024

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. Indexes do not incur management fees, costs, and expenses. New Home Sales. FOMC Minutes. Durable Goods.

Marketing

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach.

Financial Planning

Abnormal Returns

AUGUST 5, 2025

Quant stuff A round up of recent white papers including 'The Spectrum of Infrastructure Assets' (bpsandpieces.com) LLMs are still hallucinating non-existent economics papers. papers.ssrn.com) How asset managers are deploying AI. papers.ssrn.com) Some evidence in favor of management consultants. papers.ssrn.com)

Economics

Carson Wealth

APRIL 21, 2025

The recently released Bank of America Global Fund Manager Survey showed a record number of participants who intend to cut US exposure, as shown in the chart below. Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator.

Marketing

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Fluctuations in stock prices, interest rates, and economic indicators can trigger fear and uncertainty, leading many to abandon their financial plans in favor of reactive decision-making.

Financial Planning

Calculated Risk

MARCH 3, 2025

February 2025 Manufacturing ISM Report On Business Economic activity in the manufacturing sector expanded for the second month in a row in February after 26 consecutive months of contraction, say the nation's supply executives in the latest Manufacturing ISM Report On Business. From ISM: Manufacturing PMI at 50.3% Fiore, CPSM, C.P.M.,

Manufacturing

Harness Wealth

JULY 31, 2025

Managing multi-state tax clients is no longer a niche issue—it’s a defining challenge of modern tax practice. A client might cross an economic nexus line in one state, trigger sales tax obligations in another, and face payroll complexities in a third—all without realizing the exposure they’ve created.

Taxes

Carson Wealth

JULY 16, 2025

It’s often characterized by economic pessimism and declining investor confidence. Market Metrics & Economic Indicators GDP, CPI, P/E ratios—economic indicators can sound like alphabet soup, but they can be the pulse checks of your investments. It’s the ultimate scorecard for economic health.

Investments

Abnormal Returns

APRIL 4, 2025

Money management Shane Parrish talks with Brookfield CEO Bruce Flatt. bloomberg.com) Meb Faber talks with Mark Haefele, Chief Investment Officer of UBS Global Wealth Management. conversationswithtyler.com) Paul Krugman talks the economics of AI with Erik Brynjolfsson. artofmanliness.com)

Wealth Management

Wealth Management

JUNE 11, 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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management

Trade Brains

JULY 13, 2025

These mid-cap companies are considered reliable for long-term growth and tend to perform well even during economic downturns, making them attractive to conservative and long-term investors. are their own, and not that of the website or its management. crore, the shares of GE Vernova T&D India Limited closed at Rs.

Manufacturing