Wealth Management
JUNE 18, 2025
Global financial advisors prioritize private equity and credit in alternative investments, but struggle with assessing liquidity and portfolio impact, survey finds.
Calculated Risk
JUNE 18, 2025
Statement here. Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. Here are the projections. The projections are pretty bearish. The BEA's advance estimate for Q1 GDP showed real growth at -0.2% annualized. There is a wide range of estimates for Q2 GDP, but it is forecast to be over 3.0% (as Q1 distortions reverse).
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Wealth Management
JUNE 18, 2025
Andy Kalbaugh will lead The Wealth Consulting Group into its next phase of growth, which will include a new partners channel to help advisors with succession issues.
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.
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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
JUNE 18, 2025
Explore three mega-trends in private market investing, including big partnerships, semi-liquid structures and retirement plan integration.
Abnormal Returns
JUNE 18, 2025
Podcasts Chris Hutchins talks with Nick Maggiulli about his forthcoming book "The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life." (chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book "How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them." (ritholtz.com) Peter Lazaroff talks with Bob Pisani about lessons learned from his long career at CNBC.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JUNE 18, 2025
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.256 million Annual Rate in May A brief excerpt: Total housing starts in May were below expectations; however, starts in March and April were revised up, combined. The third graph shows the month-to-month comparison for total starts between 2024 (blue) and 2025 (red).
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.
Calculated Risk
JUNE 18, 2025
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low, and labor market conditions remain solid. Inflation remains somewhat elevated.
Wealth Management
JUNE 18, 2025
Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated in a private company.
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.
The Big Picture
JUNE 18, 2025
Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.
Wealth Management
JUNE 18, 2025
IRS allows estate to make late alternate valuation date election due to reliance on tax professional.
Calculated Risk
JUNE 18, 2025
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 2.6 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 13, 2025. The Market Composite Index, a measure of mortgage loan application volume, decreased 2.6 percent on a seasonally adjusted basis from one week earlier.
Wealth Management
JUNE 18, 2025
Oregon’s Attorney General filed a complaint against Coinbase and urged states to take up the fight to fill the SEC’s alleged “enforcement vacuum,” but it remains to be seen if other states will do so.
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.
Abnormal Returns
JUNE 18, 2025
Markets The stock market doesn't care about you. (tonyisola.com) How long do dollar moves last? (larryswedroe.substack.com) Real estate REITs have struggled to keep up with the stock market. (morningstar.com) The supply of office space is set to actually contract in 2025. (wsj.com) Gold Why are central banks upping their holdings of gold? (mrzepczynski.blogspot.com) Individual Chinese investors love gold.
Wealth Management
JUNE 18, 2025
Fidelity's models will be available through Envestnet, which is also adding private market strategies from BlackRock, Franklin Templeton and State Street Global Advisors.
Indigo Marketing Agency
JUNE 18, 2025
The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Are your videos getting zero engagement? That might be why you’re not attracting new clients. Here’s content for financial advisors that’s actually working—and how to make it easier. Content marketing has evolved dramatically in recent years, and financial advisors who want to thrive in 2025 need to adapt their strategies accordingly.
Wealth Management
JUNE 18, 2025
While private equity remains a core investment for family offices, the last few years of lackluster performance, difficulty exiting investments and delayed or reduced returns of capital are taking a toll on investors, according to a BlackRock survey.
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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
Calculated Risk
JUNE 18, 2025
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI May 2025: Despite persistent softness, fewer firms report declining billings The modest uptick in the AIA/Deltek Architecture Billings Index (ABI) score to 47.2 for the month means that fewer firms reported a decrease than in April. In addition, inquiries into new work increased this month for the first time since January, reflecting the modest degree of stabilization in the econo
Wealth Management
JUNE 18, 2025
NewEdge Wealth’s Cameron Dawson details strategies for managing client communications during market volatility.
Calculated Risk
JUNE 18, 2025
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in May were at a seasonally adjusted annual rate of 1,256,000. This is 9.8 percent below the revised April estimate of 1,392,000 and is 4.6 percent below the May 2024 rate of 1,316,000. Single-family housing starts in May were at a rate of 924,000; this is 0.4 percent above the revised April figure of 920,000.
Wealth Management
JUNE 18, 2025
In addition, Ameriprise added a $300M team, LPL’s independent division launched an RIA, and Raymond James’ independent and employee channels added firms of $500M and $340M, respectively.
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.
Trade Brains
JUNE 18, 2025
Amidst global uncertainty, the Nifty and Sensex had experienced a decline on Wednesday. The Sensex began trading at 81,314.62 vs. its previous close of 81,583.30, while the Nifty opened at 24,788.35 vs. its previous close of 24,853.40, both of which were lower than their prior closes. The day has seen a continuation of the negative trend, with the Sensex down -0.19 percent and the Nifty down -0.22 percent.
Wealth Management
JUNE 18, 2025
Jimmy Buffett's widow and longtime accountant face off in court over control of his $275 million estate.
Calculated Risk
JUNE 18, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios.
Wealth Management
JUNE 18, 2025
Tampa-based Concurrent has staked two firms through the new program so far, and separately added $500 million in affiliated assets in the second quarter.
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.
Calculated Risk
JUNE 18, 2025
The DOL reported : In the week ending June 14, the advance figure for seasonally adjusted initial claims was 245,000 , a decrease of 5,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 248,000 to 250,000. The 4-week moving average was 245,500, an increase of 4,750 from the previous week's revised average.
Advisor Perspectives
JUNE 18, 2025
When we think of the U.S. government's finances, we often focus on the massive debt. But what about the assets? What does Uncle Sam actually own, and which asset is the largest?
Tobias Financial
JUNE 18, 2025
At Tobias Financial Advisors, the security of your assets and peace of mind are of utmost importance. We want to make you aware of two recent scams that have impacted individuals, including members of our local community, and share best practices to protect yourself. 1. Tech Support Impersonation Scam This scam typically starts with an unsolicited email or call claiming to be from a well-known company such as Microsoft.
Trade Brains
JUNE 18, 2025
The crypto market is down again, with only a few of the top 100 coins showing any gains in the past 24 hours. Bitcoin has fallen below the $105,000 mark as investors react to rising global tensions and upcoming economic decisions. The conflict between Israel and Iran, along with the U.S. getting more involved, is creating fear across all markets. At the same time, traders are waiting to see what the U.S.
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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