Wed.Jun 25, 2025

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Focused on the Future: Creating a Client-Centric Wealth Management Firm with Tom Orecchio

Wealth Management

Modera Wealth Management's Tom Orecchio discusses the evolving dynamics and secrets to building a successful financial advisory firm.

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Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)

Nerd's Eye View

Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. While many retire in their 60s (or even later), others with sufficient savings and/or guaranteed income sources might seek an earlier retirement, perhaps in their 50s.

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$6.5B RFG Advisory Launches Suite of Active ETFs

Wealth Management

RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.

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Personal finance links: breaking the rules

Abnormal Returns

Podcasts Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons. (podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." (patternsandstories.substack.com) Joe Weisenthal and Tracy Alloway talk with Morgan Stanley housing strategist Jim Egan, about the big housing divide.

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Live Demo - Supercharge your Month End Close

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

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Compliance Firm Warns RIAs of Phishing Scammers Impersonating the SEC

Wealth Management

According to the ACA Group, the emails purport to be from SEC Chief Information Officer David Button and ask for advisors to confirm their emails (likely in an attempt to build trust for future scamming attempts).

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Newsletter: New Home Sales Decrease to 623,000 Annual Rate in May

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: New Home Sales Decrease to 623,000 Annual Rate in May Brief excerpt: The Census Bureau reported New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 623 thousand. The previous three months were revised down. The next graph shows new home sales for 2024 and 2025 by month (Seasonally Adjusted Annual Rate).

Sales 270

More Trending

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401(k) Real Talk Episode 157: June 25, 2025

Wealth Management

In this week's 401(k) Real Talk, Fred Barstein discusses forfeiture lawsuits, student loan programs, CITs, the convergence of wealth and retirement at work, and more.

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MBA: Mortgage Applications Increase in Latest MBA Weekly Survey

Calculated Risk

From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 1.1 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 20, 2025. This week’s results include an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 1.1 percent on a seasonally adjusted basis from one week earlier.

Economics 162
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CAIS Adds First Models from BlackRock, Carlyle, KKR and Franklin Templeton

Wealth Management

The 10 models from BlackRock, Carlyle, KKR and Franklin Templeton are the first to be added to CAIS's Models Marketplace and feature exposure to private markets.

Marketing 170
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Thursday: GDP, Unemployment Claims, Durable Goods, Pending Home Sales

Calculated Risk

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 247 thousand from 245 thousand last week. • At 8:30 AM: Gross Domestic Product, 1st quarter 2024 (Third estimate). The consensus is that real GDP decreased 0.2% annualized in Q1, unchanged from the second estimate of a 0.2% decrease. • At 8:30 AM: Durable Goods Orders for May

Sales 147
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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

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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A few comments on the Seasonal Pattern for House Prices

Calculated Risk

Another update. a few key points: 1) There is a clear seasonal pattern for house prices. 2) The surge in distressed sales during the housing bust distorted the seasonal pattern. This was because distressed sales (at lower price points) happened at a steady rate all year, while regular sales followed the normal seasonal pattern. This made for larger swings in the seasonal factor during the housing bust. 3) The seasonal swings have increased recently without a surge in distressed sales.

Sales 147
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It’s Time for Some Agents to Go Upscale

Wealth Management

As estate tax sunset fades, life insurance agents must evolve their strategies for ultra-high-net-worth clients, focusing on advanced funding techniques.

Insurance 222
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Wednesday links: operationalizing attention

Abnormal Returns

Rates Muni bonds are underperforming in 2025. (morningstar.com) T-bills are growing a percentage of outstanding U.S. government debt. (wsj.com) Crypto Recent SPAC deals have a decided crypto flavor. (bloomberg.com) Please don't use those Bitcoin ATMs, scams abound. (axios.com) Retail trading Supply is coming online to feed the degenerate economy. (howardlindzon.com) Demand for private shares is there.

Media 173
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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Orion Taps Silicon Valley Engineer as CTO

Wealth Management

Valli Nachiappan, who most recently led product and artificial intelligence integration for Zendesk, brings her software engineering and AI expertise to Orion.

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May Vehicle Forecast: Sales "Subdued" at 15.0 million SAAR

Calculated Risk

From J.D. Power: June New-Vehicle Sales Subdued After Reverse of Tariff-Driven Rush to Showrooms; Retail Sales Rise 7.5% in First Half of 2025 Brief excerpt: The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 15.0 million units , up 0.2 million units from June 2024. emphasis added From Haig Stoddard at Omdia: US Light-Vehicle Sales Slow Again in June (pay content).

Sales 147
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Envestnet Sells Yodlee to Private Equity Firm

Wealth Management

Envestnet plans to sell its financial data aggregation subsidiary Yodlee to STG, a private equity firm, in a deal expected to close in Q3 2025.

Planning 156
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New Home Sales Decrease to 623,000 Annual Rate in May

Calculated Risk

The Census Bureau reports New Home Sales in May were at a seasonally adjusted annual rate (SAAR) of 623 thousand. The previous three months were revised down. Sales of new single-family houses in May 2025 were at a seasonally-adjusted annual rate of 623,000 , according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban Development.

Sales 147
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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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$10B Bleakley Adds Advisor Coach Ray Sclafani to Board of Directors

Wealth Management

Ray Sclafani joins Bleakley Financial Group's board, bringing expertise in advisor development and strategic growth to the Rise Growth-backed RIA.

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EMS stock jumps 8% despite promoter sold 5.71% stake in the company via block deal

Trade Brains

This small-cap EMS Stock, engaged in providing end-to-end electronic manufacturing services and is also engaged in design, engineering, and supply chain solutions for global clients, jumped 8 percent despite the promoter selling its 5.71 percent stake in the company With a market capitalization of Rs. 5,735.25 crores, the share of Avalon Technologies Limited has reached an intraday high of Rs. 873.10 per equity share, rising nearly 8.31 percent from its previous day’s close price of Rs. 806.10.

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Philanthropy Was Up in 2024

Wealth Management

A strong stock market helped fuel the growth of charitable donations, but economic uncertainty looms ahead.

Economics 146
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AI Chatbots: Transforming Wealth Management Through Innovation

Advisor Perspectives

Wealth management firms that embrace AI chatbots and continuously refine their data strategies can stay ahead of the curve and deliver superior value to their clients.

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The New Way Remote Finance Teams Are Protecting Accuracy And Building Resilience In A Cyber-Threatened World

Speaker: Cheryl J. Muldrew-McMurtry

Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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Can You Get a Credit Card with a CIBIL Score of 600? Here’s the Truth!

Trade Brains

Yes, it is very much possible. Either a secured credit card, a fintech backed card or an add-on card can be the optimal and hassle-free way to get a credit card with a low credit score below 600. A score below 600 signals a credit profile with issues indicating delayed payments, over-utilisation, defaulted loans or even excessive inquiries. Most traditional banks will hesitate to issue an unsecured credit card at this range.

Banking 64
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Getting The Bond Effect Without Bonds

Random Roger's Retirement Planning

Morningstar has a writeup about interval funds that led me down a little bit of a rabbit hole looking at a couple of interval funds that focus on infrastructure. I found three of them via Intervalfundtracker. I would guess there are more than three but that's what they had. Meketa Infrastructure Fund (MAFIX) Cantor Fitzgerald Infrastructure Fund (CAFIX) Stepstone Private Infrastructure Fund (STDUX) Interval funds usually have a mutual fund-like symbol but they cannot be sold anytime you want.

Taxes 64
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3 Stocks in which promoters bought stake in the company; Do you own any?

Trade Brains

Promoter stake purchases occur when a company’s founders or key shareholders increase their ownership by buying more shares, either through the open market or structured deals like rights issues or buybacks. This move can signal various things, such as confidence in the company’s future, a belief that it’s undervalued, or preparation for significant changes like restructuring or going private.

Banking 78
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Fixed Income Focus

Advisor Perspectives

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Think Missing a Personal Loan Repayment Is No Big Deal? Think Again

Trade Brains

Personal Loans are becoming a popular financial tool. They also offer quick access to funds for any purpose. Many people opt for a personal loan when they need extra cash. A personal loan can be taken without any collateral. Taking a personal loan is easy, but it is very important to maintain financial discipline while repaying, because of this, many fail to meet their payment obligations.

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Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform

Advisor Perspectives

Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation

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Crypto Exchange OKX Targets Wall Street Listing Following U.S. Re-entry

Trade Brains

Global cryptocurrency exchange OKX is seriously weighing a game-changing move. According to reports, OKX explores a U.S. initial public offering (IPO). This potential listing follows its significant U.S. market relaunch just months ago. An IPO would mark a major milestone for the crypto industry. This signals deepening ties between digital assets and traditional finance.

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Customize to Optimize: Combining Fixed Income and Direct Indexing

Advisor Perspectives

How do direct indexing ideas fit into a fixed income portfolio? These two powerful strategies make one compelling combination with potential tax and risk management opportunities.

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What Your Financial Statements Are Telling You—And How to Listen!

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.