Wealth Management
JUNE 10, 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.
Calculated Risk
JUNE 10, 2025
The Consumer Price Index for May is scheduled to be released tomorrow. The consensus is for a 0.2% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to be up 2.5% year-over-year (YoY), and core CPI to be up 2.9% YoY. From Goldman Sachs economists: We expect a 0.25% increase in May core CPI (vs. +0.3% consensus), corresponding to a year-over-year rate of 2.89% (vs. +2.9% consensus).
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
JUNE 10, 2025
According to co-founder Marc Presley, the $325 million breakaway firm’s move into the independent space will help it serve clients “in a more comprehensive way.
Nerd's Eye View
JUNE 10, 2025
Welcome everyone! Welcome to the 441st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Leila Shaver. Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. What's unique about Leila, though, is how she helps firms navigate the increasing compliance burdens that can arise as they grow in size and complexity to ensure they remain in line wit
Advertisement
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
JUNE 10, 2025
Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. These are among the investment must reads we found this week for financial advisors.
Abnormal Returns
JUNE 10, 2025
Strategy Market timing involves a prediction about market direction. (behaviouralinvestment.com) Lost decades are rarer than you think. Most people invest right through them anyway. (ofdollarsanddata.com) Crypto Another company is joining the Bitcoin Treasury game. (theblock.co) The administration and crypto industry are now in lockstep. (theatlantic.com) Finance Novo Nordisk ($NVO) has attracted an activist investor.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JUNE 10, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Consumer Price Index for May from the BLS. The consensus is for 0.2% increase in CPI (up 2.5% YoY), and a 0.3% increase in core CPI (up 2.9% YoY).
Wealth Management
JUNE 10, 2025
A first quarter 2025 report from AdvizorPro found market volatility led to slower ETF adoption and more focus on specialized strategies among RIAs.
Abnormal Returns
JUNE 10, 2025
AI After a ramp up, AQR is increasingly embracing AI. (ft.com) How data scientists contribute to returns. (klementoninvesting.substack.com) Man Group is ordering its quants back to the office five days a week. (ft.com) Perplexity can now access EDGAR. (perplexity.ai) Research Is the institutional investment model broken? (mailchi.mp) Outperforming fixed income benchmarks isn't a walk in the park.
Wealth Management
JUNE 10, 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.
Calculated Risk
JUNE 10, 2025
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-June 2025 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-June 2025 I reviewed home inventory, housing starts and sales. I noted that the key story right now for existing homes is that inventory is increasing sharply, and sales are essentially flat compared to last year.
Wealth Management
JUNE 10, 2025
The Wealth Management EDGE conference kicked off at The Boca Raton resort with workshop panels focused on alternative investments, artificial intelligence and high net worth clients.
A Wealth of Common Sense
JUNE 10, 2025
I’m a big movie guy, so I was intrigued by The Studio on Apple, a show created by Seth Rogen and Evan Goldberg that satirizes Hollywood executives and the way they make decisions.1 One of the best episodes of the season was called The Golden Globes. Rogen plays Matt Remick, the new top dog at the fictitious Continental Studios. This particular episode finds Remick at the Golden Globes supporting his actors and mo.
Wealth Management
JUNE 10, 2025
Cetera introduces a new channel for managing independent and employee-based RIA operations, with Jen Hanau from Mariner Wealth appointed to lead the initiative.
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
JUNE 10, 2025
When the Reserve Bank of India announced a 100 basis point cut in the Cash Reserve Ratio (CRR) alongside a 50 basis point reduction in the repo rate , the immediate narrative that dominated headlines was simple: liquidity infusion. But beneath this surface-level move lies a far more intricate interplay of economics, sectoral impact, and capital allocation—especially when considering where to invest next: in fixed deposits (FDs) or debt mutual funds.
Wealth Management
JUNE 10, 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.
Trade Brains
JUNE 10, 2025
In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. We also analyzed the market’s performance yesterday to understand what may lie ahead for the stock indices in the coming days. REC Ltd CMP: ₹ 423 Target: ₹ 520 Upside: 23% Time frame: 12 Months Why it’s recommended Incorporated in 1969, Rural Electrification Corporation Limited (REC Ltd.), one of the top &
Wealth Management
JUNE 10, 2025
FTSE Russell, an LSEG business, and alternative asset manager StepStone Group signed a proposed partnership agreement to develop private asset indices, data and analytics products.
Advertisement
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
Trade Brains
JUNE 10, 2025
On the day the RBI announced its monetary policy, the Nifty Bank Index surged past its all-time high, reflecting strong market optimism. The rally continued into the next day, with the index touching a new 52-week high of 57,050. This sharp upward move was driven by a larger-than-expected liquidity boost from the RBI, which reinforced bullish sentiment across banking and financial stocks.
Wealth Management
JUNE 10, 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.
Trade Brains
JUNE 10, 2025
The Nifty entered a consolidation with a positive tilt in the final two sessions. Although the Nifty had a strong start to the day on Tuesday, it was unable to hold onto its highs and entered range-bound trading early in the day. Later, the choppy motion persisted until the session’s conclusion. Even though the short-term movement is erratic, the Index near-term uptrend structure is still positive.
Wealth Management
JUNE 10, 2025
Advisors teed off at the first-ever EDGE golf tournament and heard from the likes of Alex Smith and Joe Terranova on Day 1 of Wealth Management EDGE.
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.
Advisor Perspectives
JUNE 10, 2025
Blackstone Inc. is planning to invest as much as $500 billion in Europe over the next 10 years, underlining the continent’s growing appeal to investors during a period of geopolitical flux.
Wealth Management
JUNE 10, 2025
Chief Growth Officer Jordan Greenhouse said the firm hoped its deal with Exchange Capital Management would make inroads into Ann Arbor’s “highly educated environment.
Trade Brains
JUNE 10, 2025
The 200-day moving average (DMA) is a popular tool used by traders and investors to understand the long-term trend of a stock. It calculates the average closing price of a stock over the past 200 trading days and is shown as a smooth line on price charts. This helps to filter out short-term price fluctuations and shows whether a stock is generally moving up or down over a longer period.
Advisor Perspectives
JUNE 10, 2025
Analysts at firms including Barclays Plc and JPMorgan Chase & Co. see further upside for US stocks, in part because they expect institutional investors to abandon their cautious stance and ramp up exposure to equities.
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.
Trade Brains
JUNE 10, 2025
Investors who aim to save their capital and get steady returns often pick debt funds over others. Low-duration mutual funds are a wise choice for those with a quick timeline in mind and want to keep risks moderate. Is choosing a low-duration mutual fund the proper decision for you? Let’s look at each piece separately. What is a Low-Duration Mutual Fund?
Advisor Perspectives
JUNE 10, 2025
Small-cap stocks tend to offer greater growth potential than their large-cap peers, but those returns have yet to materialize consistently. What will it take to turn the tide?
Trade Brains
JUNE 10, 2025
The MACD (Moving Average Convergence Divergence) is a technical analysis tool that shows the relationship between two moving averages of a stock’s price, typically the 12-day and 26-day EMAs. It consists of the MACD line, Signal line, and a histogram, helping identify trends and momentum. This part of the indicator shows how strong the price movement is and can give an early warning to prepare for a change.
Random Roger's Retirement Planning
JUNE 10, 2025
Early this morning Matt Miskin from Manulife was on Bloomberg and part of his commentary talked about his belief that quality stocks, as in the quality factor, are underappreciated and undervalued because, he said, they are underperforming this year. GMO Quality ETF (QLTY) and iShares Quality ETF (QUAL) are the two I look at for blogging purposes as proxies for the quality factor but I think buybacks and shareholder yield are also quality-ish too.
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.
Expert insights. Personalized for you.
248 
Let's personalize your content