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Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that a recent study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, RIAs have been growing their advisor headcounts and market share, often at the expense of wirehouses and large broker-dealers during this time).
The AmeriFlex Group said it made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through May 2025. CPI Shelter was up 3.9% year-over-year in May , down from 4.0% in April, and down from the cycle peak of 8.2% in March 2023. Housing (PCE) was up 4.1% YoY in May , down from 4.2% in April and down from the cycle peak of 8.3% in April 2023.
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
In addition, RIA Merit snags a $365M firm with new investment capabilities in Wisconsin, and Dynasty RIA DayMark recruits advisors from FiNet and Janney.
From the BEA: Personal Income and Outlays, May 2025 Personal income decreased $109.6 billion (0.4 percent at a monthly rate) in May , according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)—personal income less personal current taxes—decreased $125.0 billion (0.6 percent) and personal consumption expenditures (PCE) decreased $29.3 billion (0.1 percent).
CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.
CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.
Strategy Why you shouldn't fear all-time highs. (ritholtz.com) Compounding math is often confounding. (nytimes.com) Survivorship bias affects in any number of ways. (safalniveshak.com) Books A recommendation for Ben Wiener’s book "Fever Pitch: A Novel About Selling Your Vision, Raising Venture Capital, and Launching Your Startup." (feld.com) The best economics books of summer including "King Dollar: The Past and Future of the World’s Dominant Currency" by Paul Blustein.
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This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. We discuss the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1998 and later became Partner in 2011. While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm’s global investment committee.
Acquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise.
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.
Economics Noah Smith talks abundance with Derek Thompson. (noahpinion.blog) Derek Thompson talks with NYC Democratic mayoral nominee Zohran Mamdani. (derekthompson.substack.com) Danny Crichton and Laurence Pevsner author of “Rebooting a Nation: The Incredible Rise of Estonia, E-Government and the Startup Revolution.” (podcasts.apple.com) Tyler Cowen talks central banking with president of the Chicago Fed Austan Goolsbee.
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There will be additional trade related distortions in Q2 boosting GDP. From BofA: Since our last weekly publication, our 2Q GDP tracking is down one-tenth to +2.5% q/q saar. [June 27th estimate] emphasis added From Goldman: We lowered our Q2 GDP tracking estimate by 0.1pp to +3.9% (quarter-over-quarter annualized). Our Q2 domestic final sales estimate stands at 0%.
The empirical research (for example, here, here, here and here) on insider trading demonstrates that insider transactions have significant predictive power for future stock returns as they reveal helpful information that may affect the price of stocks. George Jiang and Yun Ma contribute to the literature with their November 2023 study, “Does Insider Trading Correct [.
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.
Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in May and a Look Ahead to June Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report , I pick up additional local market data that is reported after the NAR. This is the final look at local markets in May.
From the Las Vegas Visitor Authority: May 2025 Las Vegas Visitor Statistics With headwinds of ongoing economic uncertainty, the destination hosted approximately 3.4 million visitors in May, down ‐6.5% YoY. Convention attendance reached approx. 511k for the month (up 10.7%), supported in part by show rotations including LightFair International (8,500 attendees), the Bitcoin conference (30k attendees) and the National Automatic Merchandising Association/NAMA Show (5k attendees).
In 1900, there were just 8,000 automobiles registered in the United States. By 1910, there were nearly half a million cars. By the start of the Great Depression in 1929 it had skyrocketed to 23 million. Just 2% of households owned a car in 1910. By 1940, it was more than 90%. Today, 70% of U.S. households have access to two or more vehicles: There were two main reasons vehicle ownership exploded higher in the early-20th.
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
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geopolitical tensions. They highlight the significance of recent tariff pauses, the momentum building in global markets, and provide insights into seasonal market patterns and potential Fed rate cuts.
This week’s tax advisor weekly news roundup includes: a podcast on scaling modern tax advisory firms amid growing automation and the decline of compliance-only models, new state tax changes taking effect July 1 including Washington’s new 35% top estate tax rate and various excise tax adjustments, and questions around how states may tax the record-setting $3.87 billion in online sports betting activity from early 2025.
What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Then it guides how to fulfill your obligations and meet your goals. Financial planning is essential for everyone, especially families with significant wealth.
The total revenue of the FMCG market is projected to grow at a CAGR of 27.9 percent from 2021 to 2027, reaching nearly $615.87 billion. In 2022, the urban areas accounted for 65 percent of total annual FMCG sales, while rural India contributed over 35 percent. In 2024, consumer spending in India stood at Rs. 2,08,51,200 crore ($2.4 trillion) and is projected to grow nearly Rs. 3,73,58,400 crore ($4.3 trillion) by 2030.
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.
Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. With rising burnout, shifting priorities, and growing financial awareness, the idea of retiring at 60 (or even earlier) is no longer radical; it’s realistic.
The shares of this leading financial services with its tie-up with BlackRock, announced that its JV has received the Securities & Exchange Board of India’s (SEBI) approval to act as a stockbroker. In this article, we will discuss more about this in detail. With a market capitalisation of Rs 2,05,529 crores, the shares of Jio Financial Services Ltd are currently trading at Rs 324 per share, down by 10 percent from its 52-week high of Rs 363 per share.
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham’s teachings. Graham’s strategy revolves around locating solid, well-established businesses whose market prices fall short of their actual worth, while steering clear of risky, unproven investments.
US stocks climbed Thursday, ending the day on the cusp of a record as optimism around potential rate cuts stoked risk-on sentiment across financial markets.
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.
The shares of this non-banking financial company surged over 7 percent on Friday after the company announced that it had signed a co-lending agreement with SBI. In this article, we will discuss more about this in detail. With a market capitalization of Rs 2,933 crores, the shares of Paisalo Digital Ltd are currently trading at Rs 32.5 per share, down by 60.34 percent from its 52-week high of Rs 81.95 per share.
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
These days, investments in mutual funds are growing very fast. However, if the investor faces financial emergencies, such as fees for children’s education, medical expenses, or needs capital for a business, in these situations, for many, it seems like there is no other option than selling the mutual funds. Selling the mutual funds will shatter the long term goals, or may have to sell in the markets which are unfavorable.
Former Federal Reserve Vice Chair Richard Clarida explains where yields may be headed, as well as positioning considerations for the long-run by charting the relationship between r* and term premium.
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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