Wealth Management
JULY 18, 2025
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Nerd's Eye View
JULY 18, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey by Vanguard found while only 38% of investors reported considering time savings when signing up to receive financial advice , 76% of clients report saving time from working with an advisor (with a median of two hours per week, or more than 100 hours per year), suggesting that advisors can sell their value not only through the financial and emotional b
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Wealth Management
JULY 18, 2025
SEI, the financial technology and turnkey asset manager, is set to buy a majority stake in Stratos’ RIA and broker/dealer, providing it with a national network for its offerings.
Trade Brains
JULY 18, 2025
Synopsis- A major shift just hit the U.S. crypto world. The House of Representatives decisively passed the GENIUS Act yesterday. As a result, the first significant federal crypto regulation now advances. President Donald Trump eagerly awaits the bill. He is expected to sign it soon. This victory marks a stunning turnaround for the industry. Previously, crypto firms faced regulatory resistance.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Wealth Management
JULY 18, 2025
The 20% deduction for qualified business income, including REIT dividends, has been made permanent in the new tax law, reducing effective tax rates for investors.
Advisor Perspectives
JULY 18, 2025
Contrary to popular belief, investors can use TradFi best practices to analyze on-chain KPIs of DeFi networks and the underlying fundamentals of the tokens that drive them.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 18, 2025
Synopsis – Dividend Yield Mutual Funds primarily invest in those stocks which offer high dividend payouts relative to their market price. Amid Market volatility and rising demand in small cap, mid cap and flexi cap mutual funds, traditional dividend yield mutual funds have delivered good results. Below is the list of the top 5 best performing dividend yield mutual funds in 2025.
Wealth Management
JULY 18, 2025
Zephyr's Ryan Nauman and Zock's Jim Hardeman discuss creating efficient processes for financial advisors through automated note-taking, email responses, form filling, and data entry.
Carson Wealth
JULY 18, 2025
Financial cybersecurity refers to the protection of your wealth from cyber threats. Ultra-high net worth (UHNW) individuals are often preferred targets for attacks by cyber-criminals and hackers, so it’s important to be aware of the threats and have a plan for managing them. Key Cybersecurity Threats to Your Finances The pandemic accelerated the digital transformation in wealth management.
Validea
JULY 18, 2025
Free cash flow yield is a key metric for identifying financially strong companies during volatile market conditions. It measures how effectively a business transforms its operations into cash compared to its market value. Companies that excel at generating cash enjoy greater financial flexibility, allowing them to grow their business, strengthen their financial position, and reward shareholders without depending on outside funding.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Advisor Perspectives
JULY 18, 2025
In a rare public embrace of the once-shunned world of crypto, the heads of America’s largest banks made one thing clear this week: stablecoins are no longer at the fringe of finance.
Carson Wealth
JULY 18, 2025
Tariffs, shelter costs, services inflation—what’s really driving prices in the U.S. economy right now? In this week’s Carson Take 5, Ryan and Sonu break down the latest inflation data and what it means for investors, the Federal Reserve, and the markets heading into the second half of 2025. From dissecting where tariff-driven inflation is showing up, to understanding why core inflation remains mixed, we’ll cover: Why news headlines make inflation look soft—when some categories are heating up The
Truemind Capital
JULY 18, 2025
Equity Market Insights: Equity markets remain in a positive bias unless some disaster occurs that could break the upside momentum. Policymakers are quick to course correct when markets throw tantrums. As we recall, the BSE Sensex corrected by 8.3% between October 2024 and March 2025. We saw some important factors coming together to weigh on the market sentiment during this time.
Wealth Management
JULY 18, 2025
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Trade Brains
JULY 18, 2025
Synopsys : IndoStar Capital Finance Limited has sold its entire stake in its subsidiary, Niwas Housing Finance Ltd, to Witkopend BV for a consideration of Rs.1,705.95 crore. The shares of this non-banking financial company, which is involved in corporate lending, vehicle financing, and other services, surged 5.66 percent after it sold its subsidiary.
Wealth Management
JULY 18, 2025
In other people moves, Franklin Templeton bolsters OCIO push with longtime Mercer investment leader, and the CFP Board names a professor of finance from Kansas State its next board chair-elect.
Trade Brains
JULY 18, 2025
The company shares rose 5% despite a 43% YoY profit decline in Q1FY26. Revenue grew 7% YoY, and the company announced strategic moves, including NCD issuance and subsidiary restructuring, while maintaining focus on core data business and global digital transformation. The shares of the prominent telecom solution provider gained up to 5 percent in today’s trading session despite the company’s net profit plummeting by 82 percent QoQ and 43 percent YoY, respectively, in Q1FY26.
Wealth Management
JULY 18, 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.
Speaker: Victor C. Barnes, CPA, MBA
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.
Fintoo
JULY 18, 2025
Introduction: Why Exit Load Matters in 2025 What is an exit load in mutual fund? It may sound like another technical term tucked away in the fine print, but in 2025, understanding exit loads is essential for any smart investor. Exit load is the fee mutual funds charge you when you redeem your investment before […] The post How to Handle Exit Loads in Mutual Funds: A 2025 Guide from an Investor’s Perspective appeared first on Fintoo Blog.
Wealth Management
JULY 18, 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.
SEI
JULY 18, 2025
Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.
Advisor Perspectives
JULY 18, 2025
With inflation proving to be sticky, sovereign debt burdens escalating, and trust in institutions coming under scrutiny, investors are reassessing the role that hard assets play in protecting and preserving long-term purchasing power.
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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
Wealth Management
JULY 18, 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.
Advisor Perspectives
JULY 18, 2025
Many advisors undercharge out of fear, but increasing fees to match your value strengthens client relationships and ensures you’re rewarded for the services you provide.
SEI
JULY 18, 2025
With private markets on the rise, some banks are considering alternatives to help strengthen client portfolios. Read SEI's insight.
Wealth Management
JULY 18, 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.
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.
Trade Brains
JULY 18, 2025
Synopsis: Mishka Exim Ltd is back in focus after it reported a stellar financial performance in the June quarter. The shares of this penny stock hits 20 percent Upper Circuit post reporting a staggering 416 percent in its net profit and a 46 percent jump in revenue on a year-on-year basis. In this article, we will dive more into the details. With a market capitalisation of Rs 57.5 crores, the shares of Mishka Exim Ltd are currently trading at Rs 39.8 per share, down by 44 percent from its 52-wee
Advisor Perspectives
JULY 18, 2025
As of June 2025, the relative valuation of the cheapest 50% of the U.S. stock market compared to the expensive half is at the 3rd percentile in our 40+ years of data.
Discipline Funds
JULY 18, 2025
Here are some things I think I am thinking about this weekend: 1) Updating the Macro Dashboard. I am working on a huge software update for the Defined Duration strategy, but in the meantime I’ve also updated the Macro Dashboard for those interested. I created a real-time Taylor Rule tool as well as an updating Leading Inflation Index. This is the Index I use to track inflation across time and it was enormously helpful in navigating the Covid inflation.
Wealth Management
JULY 18, 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.
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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
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