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Different views on possible rate cuts (see paragraph 2). From the Fed: Minutes of the Federal Open Market Committee, June 17–18, 2025. Excerpt: In considering the outlook for monetary policy, participants generally agreed that, with economic growth and the labor market still solid and current monetary policy moderately or modestly restrictive, the Committee was well positioned to wait for more clarity on the outlook for inflation and economic activity.
We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.
The financial technology sector has evolved rapidly, driven largely by the growing use of APIs (Application Programming Interfaces). A fintech API platform allows businesses to connect their applications to a wide range of financial services in real time. By enabling fast integration, improved data exchange, and streamlined service delivery, these platforms have become a foundational element of modern fintech solutions.
Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea
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.
If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. And honestly, you are not entirely wrong. Self-investing, or DIY investing, is incredibly popular. Many people have managed their own investment portfolios and have seen great results.
Fintech firm Moment secures $36 million in funding to modernize fixed-income trading operations, partnering with major financial institutions, including LPL Financial.
Podcasts Barry Ritholtz talks retirement with Christine Benz, author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of Alpha Architect. (open.spotify.com) Christine Benz talks with JL Collins about the new edition of his book "The Simple Path to Wealth: Your road map to financial independence and a rich, free life.
Podcasts Barry Ritholtz talks retirement with Christine Benz, author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of Alpha Architect. (open.spotify.com) Christine Benz talks with JL Collins about the new edition of his book "The Simple Path to Wealth: Your road map to financial independence and a rich, free life.
The post How Much Do You Really Know About Stock Market Indexes? appeared first on Yardley Wealth Management, LLC. How Much Do You Really Know About Stock Market Indexes? While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they’re important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.
Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for advisors.
Synopsis- In May 2025, India’s headline CPI inflation dropped to 2.82%, the lowest in six years since February 2019. That’s good, but here’s what it really means: while grocery bills might seem stable, core inflation (excluding food and fuel) sits around 4.17–4.20%. That’s where everyday costs—like housing and transport are rising, squeezing retirees.
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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.
Explore how SEI CEO Ryan Hicke and U.S. Bank CEO Gunjan Kedia are reshaping leadership in financial services. Learn how scale, trust, and innovation can work together to support long-term growth.
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 9.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 4, 2025. Last week’s results included an adjustment for the July 4th holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 9.4 percent on a seasonally adjusted basis from one week earlier.
Modern Wealth’s fourth deal of 2025, and 17th since its founding in 2023, adds a firm in its home state and bolsters a workplace retirement plan division launched last year via acquisition.
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.
Following a volatile day, worries about the impending earnings season, trade tariffs, and possible trade agreement announcements between the US and India caused the Indian equities markets to conclude down. The benchmark indexes declined as a result of selling pressure seen in the metal, oil and gas, and IT sectors. The FMCG industry enjoyed increases, helped by strong results from a few companies, although the overall market remained weak.
Futures traders have been unwinding some large bullish bets on Treasury bonds, adding to the recent upward pressure on US yields after a surprisingly strong jobs report last week.
Synopsis: On July 8, Elgi Equipments and India Shelter Finance experienced strong market interest after bulk transactions. Stock gains were fueled by the investment of Rs. 385.3 crores in India Shelter by Kotak Mutual Fund and a Rs. 96.5 crore investment in Elgi by SBI Mutual Fund. The two stocks listed below saw notable price movements during Wednesday trading session after large bulk deal transactions were completed on the stock exchanges on July 8.
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
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.
Synopsis- This article reviews the best 5 credit cards in India below ₹500 annual fees. Perfect for beginners and those on a tight wallet, these cards offer solid rewards, cashback, and added benefits, which should show you do not have to spend more to get good credit benefits. Credit cards in India are becoming increasingly popular for convenience, rewards, and financial management.
The other day, a financial advisor asked Samantha Russell: “How in the world do we get AI to recommend our business?” She answered right away and said financial advisors need to focus on three things: get reviews, build their reputation, and format their content using natural language and Q&As. Dig into these steps below and learn how you can get AI tools to recommend your advisor business. 1.
James Chirdo joins LinePoint Partners as COO and CCO, bringing expertise from Rockefeller Capital Management to the family office platform for UHNW advisors.
Nifty 50 opened at 25,511.65, rising 35.55 points or 0.14% from its previous close of 25,476.10. Bank Nifty began the session at 57,339.75, up by 126.20 points or 0.22%. Sensex opened at 83,658.20, gaining 122.10 points or 0.15% over its previous close of 83,536.08. Gift Nifty opened at 25,556 Global index as of 10 July 2025 DOW 30 rose by 217.54 points, closing at 44,458.30, up 0.49%.
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, Carson Wealth snags a $608 million Colorado-based firm, RIA holding company Aspen acquires its third firm, and a $580M Indianapolis-based RIA joins Sanctuary’s independent partner channel.
Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.
In the latest Alternative Allocations, with guest Brian Ullsperger from Andersen, Tony Davidow examines the traditional 60/40 portfolio and how it can be expanded to include alternatives to meet clients’ needs.
Open, honest and candid discussion about job growth, Pentegra's latest settlement, PE in ERISA plans, a new Pontera hire, whether banks will step up to serve new 401(k)s and more.
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.
Synopsis- Thousands of former FTX customers face a devastating reality check. Their long-awaited refunds are now in serious jeopardy. Why? Simply because they live in a country cracking down on cryptocurrency. As a result of this, the exchange’s bankruptcy trust has flagged 49 jurisdictions as “potentially restricted.” This list includes China, Afghanistan, Russia, Macau, and Moldova.
Substantial leadership ownership stakes foster strong alignment between management and shareholders by creating shared financial incentives. This alignment motivates executives and board members to focus on building lasting value rather than chasing quarterly targets. When leaders maintain significant equity positions, they experience the same market risks and rewards as external investors.
A couple of times previously I've mentioned not wanting to own multiple alts from the same fund company. The idea is that there can be overlap of the same trades across several different funds. A company might have half a dozen 5 Star funds but if they have a lot of overlap despite having different named strategies then the diversification benefit diminishes and there is potentially more risk by using more than one of them, not less risk.
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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