This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
Kirk McDonald discusses the characteristics of successful mid-cap companies, the challenges faced by mid-cap managers, and why mid-caps might be poised for success in the current economic environment.
Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. (youtube.com) Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer. (kitces.com) Josh Brown and Nick Sapienza break down a real-life case study of couple with $3 million in assets and a desire to retire. (youtube.com) Larry Kotlikoff talks trusts with Alan Gassman (larrykotlikoff.substack.com) Jonathan Treussard talks with Dave Nadig about navigating an increasingly
Mercer Advisors' Don Calcagni discussed the latest investment vehicles transforming strategies, the ongoing active versus passive management debate and the nuances of private markets.
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
From Matthew Graham at Mortgage News Daily: Mortgage Rates Drift Slightly Higher to Start The Week While there's been no shortage of political and geopolitical headlines over the past 2 business days, there hasn't been much by way of inspiration for the bond market. Bonds (and, thus, rates) have moved nonetheless. Tomorrow's Retail Sales data is capable of causing volatility in either direction, depending on the outcome.
Explore how 401(k) plan advisors can build trust with clients through transparency, consistency, and independent due diligence in the face of potential conflicts.
Altos reports that active single-family inventory was up 2.1% week-over-week. Inventory is now up 32.2% from the seasonal bottom in January and is increasing. Usually, inventory is up about 18% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.
257
257
Sign up to get articles personalized to your interests!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Altos reports that active single-family inventory was up 2.1% week-over-week. Inventory is now up 32.2% from the seasonal bottom in January and is increasing. Usually, inventory is up about 18% from the seasonal low by this week in the year. So, 2025 is seeing a larger than normal pickup in inventory. The first graph shows the seasonal pattern for active single-family inventory since 2015.
Vanguard does not appear to view itself as just an index fund manager but rather as a firm that can dramatically lower costs for investors in both indexed and active strategies.
Today, in the Calculated Risk Real Estate Newsletter: 3rd Look at Local Housing Markets in May A brief excerpt: The NAR is scheduled to release May existing home sales on Monday, June 23rd at 10:00 AM. Housing economist Tom Lawler expects the NAR to report sales at a seasonally adjusted annual rate (SAAR) of 4.03 million for May, up slightly from April and down slightly year-over-year.
Springs Wealth Group, a ten-advisor team managing $950 million, joins Raymond James' independent channel from Ameriprise, citing cultural fit as a key factor.
A 529 plan can play a strategic role in estate planning, especially for families looking to reduce taxes while saving for education. Contributions to a 529 plan may be excluded from your taxable estate, potentially lowering future estate tax liability.
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.
Wealthspire CEO Mike LaMena shares insights on attracting college students to finance careers, emphasizing internships, campus recruiting and work-life balance
As online shopping develops into an everyday routine, Amazon Pay Credit Cards have become a powerful mechanism to save money while spending and earn cashback. These credit cards are uniquely built to improve your shopping experience at Amazon.in, and you can earn rewards on every purchase and additional benefits if you are a Prime member. Regardless if you shop at Amazon a lot, or you’re looking to optimize everyday purchases, the best Amazon Pay credit card for you will help you find the
Cetera Wealth Management President Todd Mackay draws on conversations the broker/dealer has had with Commonwealth advisors to continue a case they should jump before the LPL acquisition is finalized.
If the market view on the administration's economic policies shifts and a strong dollar policy remains, the dollar could rally, and U.S. assets might see a rebound from their recent underperformance.
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’s Talk Your Book is brought to you by Nuveen: See here for more information on Nuveen’s high-yield muni bond strategy On today’s show, we discuss: Deficits and muni investing Muni market structure The best states for muni bonds Turnover within muni bond funds Understanding liquidity risk Charts: Listen here: Follow us on Instagram, and YouTube.
As a high-net-worth individual, you already know how much work goes into building wealth. Yes, you have worked hard to build your wealth, but here is the truth – growing it is only half the job. The other half? Making sure it lasts, not just your lifetime but also after you. While you are busy earning, investing, and scaling your income, it is easy to overlook the importance of protecting what you have already built.
When a warning light appears on your car’s dashboard, it prompts you to take action before a minor issue becomes a costly repair. In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.
Gold futures have once again hit a new 52-week high, reaching Rs. 1,01,078. With prices rising 30 percent since January of this year, this sharp rally marks a strong upward trend and is proving highly beneficial for gold financing NBFCs. Leading gold financing companies such as Muthoot Finance and Manappuram Finance are trading at their 52-week highs, fueled by recent RBI directives and a sharp surge in gold prices, which have reached an all-time high.
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
When it comes to legendary investors, Warren Buffett, Benjamin Graham, and Peter Lynch represent three of the most iconic — and distinct — approaches to stock picking. Each has inspired legions of followers, and at Validea, we’ve developed systematic models based on their published strategies and philosophies. But in today’s market, with rapidly shifting macro conditions, rising rates, and ongoing uncertainty, which approach is winning?
When advisors fail to provide emotional security to clients, to show they care about the client’s whole story, not just the spreadsheets, they leave clients feeling exposed and alone. And that’s exactly where the opportunity lies for the advisor who does more. Long-term care (LTC) is one such opportunity. Nothing will destroy a retirement plan faster than a long-term care event.
The 200-day moving average (200 DMA) is a widely used technical indicator in financial markets. It is calculated by taking the average closing prices of a security over the past 200 days. One of the primary reasons the 200-day moving average is popular is its ability to act as a support or resistance level. When a stock’s price is below the 200 DMA, it is often considered to be in a bearish phase.
Blackstone Inc. hired Joseph Cassanelli, a banker who drove major Wall Street deals, as the private equity firm prepares to invest more in banks and insurers.
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.
Bitcoin begins the new week on a strong note, bouncing back from the recent geopolitical sell-off triggered by tensions between Israel and Iran. With bullish momentum returning to the market, BTC has reclaimed key support levels and is eyeing its local highs. Corporate treasuries like Metaplanet and MicroStrategy are further fueling optimism with large-scale Bitcoin acquisitions, reinforcing bullish sentiment across the market As the crypto market is in strong bullish momentum, Bitcoin is curren
Market Commentary Global markets – US indices closed positive on Friday on hopes for Israel-Iran de-escalation. Dow Jones closed positive by 0.8 pct. While Nasdaq closed higher by 1.5 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 42,515 0.8 -0.1 Nasdaq 19,701 1.5 2.0 Hang Seng 24,000 -0.2 19.6 […] The post Market Morning Notes For 17th June 2025 appeared first on Fintoo Blog.
Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Lacking a salaried income, earning passive income becomes of prime importance to stay independent and keep up with increasing living expenses. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens.
FINRA has released new data for margin debt, now available through May. The latest debt level is at $920.96 billion, up 8.3% from April. This marks the first monthly increase and highest debt level since January.
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 payment ecosystem in India has seen a colossal change, thanks to the hastened adaptation of UPI (Unified Payments Interface). Although UPI was originally associated with savings accounts only, the Reserve Bank of India’s move to open up credit card association with UPI—namely RuPay credit cards—has ushered in a new era of contactless, frictionless payments.
The draft of the One Big Beautiful Bill Act (OBBBA) runs more than 1,000 pages. Analysis of the legislation has focused primarily on its impact on the U.S. federal deficit: the Congressional Budget Office estimates that passage would add almost $3 trillion to the national debt over the coming decade.
Today, we recommend two stocks, one from the Sugar sector and another from the Microfinance sector, by the Trade Brains Portal, to buy for an upside potential of up to 24%. We also analyzed the market’s performance on Monday to understand what may lie ahead for the stock indices in the coming days. 1. Dalmia Bharat Sugar & Industries Ltd Current price: ₹ 418 Target price: ₹ 520 Upside: 24% Time frame: 12 Months Why it’s recommended Dalmia Bharat Sugar & Industries Ltd. entered the sugar
We did a fun little study comparing the average Morningstar Star Rating vs. fees on the funds. We examined all ETF companies with at least five rated funds, resulting in approximately 50 companies. What we found would make sense: the most expensive group of funds tended to be the worst performers. But once you get […] The post ETF Performance vs.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
232 
Let's personalize your content