Wealth Management
JUNE 5, 2025
The head of a $28.5B RIA and an industry consultant tell an audience at the BNY Pershing INSITE conference why acquiring firms, even in this competitive market, is easier than integrating for long-term growth.
Calculated Risk
JUNE 5, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET, Employment Report for May. The consensus is for 130,000 jobs added, and for the unemployment rate to be unchanged at 4.2%.
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Wealth Management
JUNE 5, 2025
CFPB petitions to vacate Section 1033 Open Banking Rule, potentially slowing innovation in wealth management and retirement sectors, affecting consumer choice.
Calculated Risk
JUNE 5, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 31.5% YoY, but still down 14.4% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 29.5% YoY. Realtor.com has monthly and weekly data on the existing home market.
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Wealth Management
JUNE 5, 2025
Charli AI last week launched the Smart Deal Finder tool, designed to help identify and evaluate investment opportunities across both the public and private markets.
Calculated Risk
JUNE 5, 2025
On Friday at 8:30 AM ET, the BLS will release the employment report for May. The consensus is for 130,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. There were 177,000 jobs added in April, and the unemployment rate was at 4.2%. From Goldman Sachs: While the employment component of the ISM services index improved, it remained at a weak level and the ADP measure of job growth was much weaker than expected.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JUNE 5, 2025
Closed-end funds can offer stable income streams, but also have some benefits over ETFs when it comes to fund structure.
Calculated Risk
JUNE 5, 2025
From STR: U.S. hotel results for week ending 31 May The U.S. hotel industry reported negative year-over-year comparisons, according to CoStar’s latest data through 31 May. 25-31 May 2025 (percentage change from comparable week in 2024): • Occupancy: 61.0% (-1.6%) • Average daily rate (ADR): US$151.48 (-0.3%) • Revenue per available room (RevPAR): US$92.45 (-1.9%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Clever Girl Finance
JUNE 5, 2025
Looking for the best financial podcasts for women? Look no further! Finding top finance podcasts to listen to for the best advice on how to upgrade your finances can be quite a challenge. Today, there are literally thousands of podcasts out there – some of which are pure gold and others, not so much. If you’re trying to find the best personal finance podcasts to listen to, then you’ve come to the right place.
Advisor Perspectives
JUNE 5, 2025
The U.S. trade deficit shrank to its lowest level since September 2023 as exports increased and imports declined. In April, the trade deficit fell 55.5% to -$61.6B. This marks the largest monthly decline since 1992.
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.
Validea
JUNE 5, 2025
Shareholder yield gives investors a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly to shareholders through dividend payments from their earnings. They can also repurchase shares, which boosts the value of remaining shares by decreasing the total number in circulation.
Advisor Perspectives
JUNE 5, 2025
Bond traders priced in an earlier start to expected Federal Reserve interest-rate cuts on fresh clues the US job market is losing momentum.
Tobias Financial
JUNE 5, 2025
Gold is sometimes touted as a tool for protecting wealth from rising prices. But history shows the challenges of using gold to offset the impact of inflation. Since the 1970s, gold prices have been marked by periods of dramatic swings, rising and falling sharply in response to investor sentiment, geopolitical tensions, and speculation. In contrast, inflation tends to move at a more gradual and steady pace.
A Wealth of Common Sense
JUNE 5, 2025
We also answered questions from our audience about private equity in targetdate funds, how to diversify your individual stock picks, when you should hire a financial advisor and how buy the dip works. Further Reading: Mega Cap World Domination The post The Biggest Risk & The Biggest Opportunity appeared first on A Wealth of Common Sense.
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.
International College of Financial Planning
JUNE 5, 2025
Lets be real for a moment. When I first stepped into the world of wealth management, we didn’t have fancy dashboards. We had files, leather-bound folders, fountain pens, and those formal meetings. Clients were all about one thing: performance. Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. Fast forward two decades, and that old playbook?
Advisor Perspectives
JUNE 5, 2025
Neuberger Berman has raised more than $4 billion for its latest general partner-led secondary fund, at a time when private equity firms are increasingly looking to monetize assets via continuation vehicles.
The Big Picture
JUNE 5, 2025
At The Money: Algorithmic Harm with Professor Cass Sunstein, Harvard Law What is the impact of Algorithms on the prices you pay for your Uber, what gets fed to you on TikTok, even the prices you pay in the supermarket? Full transcript below. ~~~ About this week’s guest: Cass Sunstein, professor at Harvard Law School co-author of the new book, Algorithmic Harm: Protecting People in the Age of Artificial Intelligence Previously he co-authored Nudge with Nobel Laureate Dick Thaler.
Advisor Perspectives
JUNE 5, 2025
Wall Street is cranking up the bond machine as US homeowners — finding that buying a new house is out of reach since mortgage rates started climbing in 2022 – are instead getting home equity loans and sprucing up their current properties.
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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
Wealth Management
JUNE 5, 2025
Explore Bill Bridges' framework on change management, focusing on seven key losses during transitions and strategies to effectively navigate them.
Advisor Perspectives
JUNE 5, 2025
Value stocks and related ETFs have been decent performers of late. They’ve been generating buzz for a group of equities that long trailed growth stocks. Enthusiasm for value could earnestly be reborn. If so, investors should take that as a reminder to be judicious regarding evaluating value ETFs.
Wealth Management
JUNE 5, 2025
Brett Oley and Ryan Kinser discuss how they built their Oley Kinser Concierge Wealth from $125 million in assets to $700 million.
Advisor Perspectives
JUNE 5, 2025
JPMorgan Chase & Co. is putting Marianne Lake, one of the leading contenders to one day take over for Chief Executive Officer Jamie Dimon, in charge of strategic growth and the firm’s fast-growing overseas consumer bank.
Speaker: Cheryl J. Muldrew-McMurtry
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.
Calculated Risk
JUNE 5, 2025
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $61.6 billion in April , down $76.7 billion from $138.3 billion in March, revised. April exports were $289.4 billion, $8.3 billion more than March exports. April imports were $351.0 billion, $68.4 billion less than March imports. emphasis added Click on graph for larger image.
Advisor Perspectives
JUNE 5, 2025
Early signs of diminishing economic activity and inflation could be a harbinger for bond prices to rise. If so, consider taking advantage of a potential bond rally with a pair of ETFs from Vanguard.
Calculated Risk
JUNE 5, 2025
The DOL reported : In the week ending May 31, the advance figure for seasonally adjusted initial claims was 247,000 , an increase of 8,000 from the previous week's revised level. The previous week's level was revised down by 1,000 from 240,000 to 239,000. The 4-week moving average was 235,000, an increase of 4,500 from the previous week's revised average.
Advisor Perspectives
JUNE 5, 2025
Private investments demand patience, but the rewards could be worth the wait.
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.
Abnormal Returns
JUNE 5, 2025
Books James Surowiecki talks with John Cassidy, author of "Capitalism and Its Critics." (yalereview.org) An excerpt from Helen Lewiss new book "The Genius Myth: A Curious History of a Dangerous Idea." (theatlantic.com) Anne Helen Petersen talks with Amanda Litman, author of "When We're in Charge: The Next Generation's Guide to Leadership." (annehelen.substack.com) Insights from Amy Laroccas new book about the wellness industry, "How to Be Well: Navigating Our Self-Care Epidemic, One Dubious Cure
Advisor Perspectives
JUNE 5, 2025
Since 2019 and the establishment of the ETF Rule, traditional active managers, armed with decades of expertise, have flocked to ETFs.
Carson Wealth
JUNE 5, 2025
Comedy writer Gene Perret said it well: Retirement: its nice to get out of the rat race, but you have to learn to get along with less cheese. But it doesnt necessarily have to be this way. We could think of this less cheese phase as making money happen rather than making money. The focus changes to turning your savings into investments and your investments into income streams.
Advisor Perspectives
JUNE 5, 2025
Passive capitalization-weighted index funds now surpass active management in aggregate investor allocations.
Speaker: David Worrell, CFO, Author & Speaker
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.
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