Abnormal Returns
JULY 2, 2025
Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author of "Tightwads & Spendthrifts," to explore the psychology of spending (youtube.com) Rick Ferri talks with Phil DeMuth, author of "The Tax-Smart Donor.
Trade Brains
JULY 2, 2025
The European Central Bank (ECB) is leaping into the blockchain era. As a result, its Governing Council approved two major projects yesterday. These initiatives will use central bank money for DLT settlements. This move aims to make European payments faster and safer. Furthermore, it signals strong commitment to modern financial infrastructure. ECB Greenlights Settlement Projects The ECB seeks efficiency gains through Distributed Ledger Technology.
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Wealth Management
JULY 2, 2025
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WiserAdvisor
JULY 2, 2025
Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 trillion, equating to $14,570 per person, a 7.5% increase from the previous year. This upward trend is expected to continue, with PwC projecting an 8% annual rise in medical costs for the Group market and 7.5% for the Individual market by 2025.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Wealth Management
JULY 2, 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.
International College of Financial Planning
JULY 2, 2025
In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
JULY 2, 2025
The first half of 2025 has been a wild ride, both in terms of news headlines and market movements. From tariffs, a market correction, and an escalating conflict in the Middle East to the dollar reaching a three-year low, the investment landscape presented many reasons for concern. Nonetheless, the market has staged one of the fastest recoveries in history, and the S&P 500 is hovering near all-time highs despite seeing its year-to-date return falling to a low of -15.3% in April.
Wealth Management
JULY 2, 2025
Cetera launches its first alternative investments model, which will feature private equity, private credit and private real estate.
Calculated Risk
JULY 2, 2025
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 2.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 27, 2025. Last week’s results included an adjustment for the Juneteenth holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 2.7 percent on a seasonally adjusted basis from one week earlier.
Random Roger's Retirement Planning
JULY 2, 2025
A fun rabbit hole over the years has been the 75/50 portfolio devised by John Serrapere which he wrote about several times at the old IndexUniverse site. I used to know John in the 90's, he was a client of the institutional equity desk I worked on at Schwab back then. For anyone new, the big idea is for the portfolio to capture 75% of the upside with only 50% of the downside.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Advisor Perspectives
JULY 2, 2025
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
Wealth Management
JULY 2, 2025
Zephyr's Ryan Nauman and Sound Income Group's Barry Wheeles discuss the significant trend in the wealth management industry towards independence and the challenges and opportunities it presents.
Advisor Perspectives
JULY 2, 2025
JPMorgan Chase & Co. is developing a new service to tokenize carbon credits and is partnering with a trio of carbon companies for an initial trial.
Wealth Management
JULY 2, 2025
Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Advisor Perspectives
JULY 2, 2025
This year’s formidable challenges have clarified strategic lessons for equity investors to apply in the coming months
Calculated Risk
JULY 2, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, Employment Report for June. The consensus is for 129,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. • Also at 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 239 thousand from 236 thousand last week. • Also at 8:30 AM, Trade Balance report for May from the Census Bureau.
Advisor Perspectives
JULY 2, 2025
For sophisticated investors, this technical shift marks a subtle but powerful pivot in monetary mechanics. It could create demand for Treasuries, improve market liquidity, and push yields lower at a time when the economy is slowing.
Indigo Marketing Agency
JULY 2, 2025
2 Reasons Every Financial Advisor Needs a Repeatable Marketing System What is a repeatable marketing system ? you ask. Well, success is not random or sporadic. For a plant to grow, it needs a consistent supply of water, sunlight, and key nutrients to build strong roots, grow, and flourish. The same is true for financial advisors. Sporadic actions will not grow your business.
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.
Trade Brains
JULY 2, 2025
Loans Against Mutual Funds, or LAMF, is a service provided by some Indian Banks and NBFCs. This service allows a borrower to pledge their Mutual Funds (MFs) for a loan. With this, you can retain your investments as well as be able to get a loan using the value of the same, as this will also help you with your short-term liquidity needs. LAMF is made similar to an overdraft (OD) facility, where you pledge units of your MFs that are registered with CAMS/KFintech and receive the loan amount granted
Advisor Perspectives
JULY 2, 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.
Trade Brains
JULY 2, 2025
The U.S. Department of Justice just seized a massive $225 million in cryptocurrency. This record haul targets sophisticated “pig butchering” scams. Crucially, officials stress these funds belong to fraud victims. Former Acting U.S. Attorney Phil Selden calls this a pivotal shift. “This is a tone-setting case,” Selden said. He believes the DOJ deliberately acted fast.
Wealth Management
JULY 2, 2025
F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.
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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
Trade Brains
JULY 2, 2025
In this article, we will dive into some companies that have gone through the confidential filing process of their IPO documents, such as Tata Capital, Groww, Shadowfax, etc, and look at the IPO highlights. And why even a company may choose the confidential path. What is a confidential IPO filing? When a company wants to list itself on the stock market, it has to share its financial details with SEBI.
Wealth Management
JULY 2, 2025
Savvy Wealth, a technology platform provider to RIAs, announced the closing of a $72 million Series B funding round led by venture capital firm Industry Ventures.
Indigo Marketing Agency
JULY 2, 2025
Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” Let’s talk about your call to action for financial advisors. Because “Book a Call” isn’t cutting it. When it comes to digital marketing, your CTA (call to action) is the second most important element of any campaign—right after the headline. It’s the moment where you stop simply informing your audience and actually motivate them to take action.
Advisor Perspectives
JULY 2, 2025
This chart series features an overlay of four major secular bear markets: the Crash of 1929, the Oil Embargo of 1973, the Tech Bubble, and the Financial Crisis. The numbers are through the June 30, 2025 close.
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.
Wealth Management
JULY 2, 2025
Open, honest and candid discussion about retirement plans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.
Advisor Perspectives
JULY 2, 2025
With the Q1 GDP third estimate and the June close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 197.6%, down slightly from the previous quarter.
Trade Brains
JULY 2, 2025
On July 1, 2025, promoters of two small-cap companies offloaded substantial stakes. These transactions reflect notable shifts in promoter holdings, drawing investor attention. Such movements are often closely tracked by the market, as they may indicate changes in strategy, outlook, or capital requirements of the companies. Here are a few small-cap stocks in which promoters offload stakes on 1st July 2025 Aarti Pharmalabs Limited With a market capitalization of Rs. 8,265.88 crore, the shares of A
Calculated Risk
JULY 2, 2025
On Thursday at 8:30 AM ET, the BLS will release the employment report for June. The consensus is for 129,000 jobs added, and for the unemployment rate to be unchanged at 4.2%. There were 139,000 jobs added in May, and the unemployment rate was at 4.2%. From Goldman Sachs: We do not place much weight on the ADP miss because of ADP’s limited correlation with BLS private payrolls over the last few years.
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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
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