Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.
Wealth Management
JUNE 13, 2025
RIA acquirers and M&A consultants speaking at Wealth Management Edge said firms with G2 leaders, including equity stakeholders, are often more desirable targets and will fetch a higher value.
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Calculated Risk
JUNE 13, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 31.5% YoY, but still down 14.4% compared to the 2017 to 2019 same month levels. Realtor.com has monthly and weekly data on the existing home market.
Wealth Management
JUNE 13, 2025
The withdrawn rules cover various complicated issues that impact RIAs, including AI, ESG, cybersecurity and safeguarding client assets. One attorney claimed the SEC’s decision would be a “relief” to smaller advisors.
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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
Calculated Risk
JUNE 13, 2025
From BofA: Since our last weekly publication, our 2Q GDP tracking is unchanged at 2.7% q/q saar and 1Q GDP is down one-tenth to -0.1% q/q saar. [June 13th estimate] emphasis added From Goldman: The details of the trade balance report indicated that April exports were stronger than our previous GDP tracking assumptions. We boosted our Q2 GDP tracking estimate by 0.4pp to +3.7% (quarter-over-quarter annualized ) and left our Q2 domestic final sales estimate unchanged at -0.5%.
Wealth Management
JUNE 13, 2025
Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI, to unpack how MSCI Wealth Manager transforms complex data into actionable insights for advisors.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JUNE 13, 2025
Three UBS advisors managing $1.1 billion in client assets join RBC Wealth Management, continuing a trend of recent high-profile recruits from competitors.
Calculated Risk
JUNE 13, 2025
From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 4.03 million in May , up 0.75% from April’s preliminary pace and down 0.74%% from last May’s seasonally adjusted pace.
Wealth Management
JUNE 13, 2025
For the RIA industry to shed the “eat what you kill” label by the next generation, they must “break resistance” to passing on clients, according to panelists speaking at Wealth Management EDGE.
Abnormal Returns
JUNE 13, 2025
Crypto Every big company seemingly wants their own stablecoin. (wsj.com) Companies are following a Bitcoin treasury model because it works, for now. (ft.com) Another day, another Bitcoin-focused company. (theblock.co) Private equity There's really one reason why private equity managers are going down market. (riabiz.com) On the growth in search funds.
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.
The Big Picture
JUNE 13, 2025
This week, I speak with Bill Bernstein , neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in neurology and applies them to investing. Bill also shares his thoughts on the current economic and political environment and his thoughts on how to navigate uncertainty in markets.
Alpha Architect
JUNE 13, 2025
Momentum investing remains a viable strategy. However, the way you construct and manage your momentum portfolio matters greatly. Enhancing Momentum Strategies was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Trade Brains
JUNE 13, 2025
The price of Bitcoin is recording its third straight red day after hitting $110,450 on Monday. The cryptocurrency dropped back to roughly $104,000 levels by the time of writing. Every significant coin was affected as the sell-off occurred nearly minute-for-minute with news that Israel had carried out extensive airstrikes on Iranian nuclear infrastructure, which was its first direct attack on Iranian land since October 2024.
Calculated Risk
JUNE 13, 2025
Way back in 2005, I posted a graph of the Real Estate Agent Boom. Here is another update to the graph. The graph shows the number of real estate licensees in California. The number of agents peaked at the end of 2007 (housing activity peaked in 2005, and prices in 2006). Click on graph for larger image. The number of salesperson's licenses started increasing again in 2014 (after house prices bottomed), and peaked again in early 2024 (ignoring weird pandemic distortion).
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 13, 2025
Promoter stake sales refer to situations where the founders or key shareholders (promoters) of a company reduce their ownership by selling shares either in the open market or through structured transactions such as an Offer for Sale (OFS) or block deals. Such transactions are closely monitored by investors, as they can indicate a range of underlying motives.
WiserAdvisor
JUNE 13, 2025
Earning money is just the beginning. Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Wealth management isn’t only for the ultra-rich. It plays a crucial role in helping people achieve financial stability, prepare for retirement, and leave a lasting legacy for their families. Yet even the best financial plans can stumble.
Advisor Perspectives
JUNE 13, 2025
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Trade Brains
JUNE 13, 2025
Goldman Sachs India Limited is a major investor in the Indian stock market, with public holdings in 55 companies and a total investment value of over Rs. 12,185.5 crore. In this article, we take a look at five of the largest small-cap shares backed by Goldman Sachs India, highlighting their key role in the firm’s portfolio. Here are the top five largest small-cap stock holdings of Goldman Sachs India Limited 1.
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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
Advisor Perspectives
JUNE 13, 2025
Financial markets have been experiencing some of their wildest trading days in history this year. Stock and bond prices have been moving in unison—an alarming scenario for investors and their advisors. With increased volatility, long-term investors might benefit from additional exposure to alternative strategies within their portfolio allocations.
Trade Brains
JUNE 13, 2025
Bajaj Finance’s stock is set to go ex-date on Monday. This means that investors looking to be eligible for both the stock split and the bonus issue must purchase the shares by today. If you buy a stock on or after the ex-date, you will not receive the upcoming dividend. To receive the dividend, you must purchase the stock before the ex-date. The ex-date is the cut-off point set by the stock exchange, and only shareholders who own the stock before this date are eligible.
A Wealth of Common Sense
JUNE 13, 2025
Some charts that caught my eye this week: 1. Retirement savings are better than expected. Here’s something I wrote in Everything You Need to Know About Saving For Retirement: My only retirement rule of thumb is that your savings rate should be in the double digits as a percentage of income. If you do nothing else in your financial life than setting a high savings rate you’ll be alright.
Trade Brains
JUNE 13, 2025
When it comes to mutual fund investing, one of the biggest decisions an investor faces are whether to invest using Systematic Investment Plans (SIP) or a lump sum investment. Both methods have advantages and disadvantages and unclear what is right for you. Selecting the proper strategy depends on your investment goals, current market conditions and whether you have the discipline to invest regularly.
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.
Validea
JUNE 13, 2025
Not all value strategies are created equal. Some work great in backtests, but fail in the real world. Others are based on simplistic valuation metrics that ignore critical elements like debt, cash flow quality, or business fundamentals. This week’s featured strategy, The Acquirer’s Multiple , is designed to overcome those limitations by looking at stocks through the lens of a private acquirer or activist investor.
Trade Brains
JUNE 13, 2025
When it comes to parking short-term money safely, liquid mutual funds are one of the smartest tools in an investor’s arsenal. In 2025, they’re offering attractive returns (around 7%) without the volatility of equity or long-duration debt funds. This article dives into the top-performing liquid funds this year, and explains why they’re worth considering.
Advisor Perspectives
JUNE 13, 2025
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
Trade Brains
JUNE 13, 2025
Société Générale is one of Europe’s leading financial services groups, offering a wide range of banking, investment, and financial solutions. Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. The group is known for its strong international presence and focus on innovation, risk management, and sustainable finance.
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.
Advisor Perspectives
JUNE 13, 2025
Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its signature tax-saving fund structure — as anticipation grows that the Securities and Exchange Commission under Paul Atkins will soon embrace the design en masse.
Trade Brains
JUNE 13, 2025
The world is moving towards using cleaner, more environmentally friendly sources of energy like solar, wind, and hydro power. Green energy stocks are shares of companies that make or use these types of renewable energy, aiming to reduce pollution and help fight climate change. As more countries and businesses focus on cutting carbon emissions, these companies are becoming more important for a cleaner future.
FMG
JUNE 13, 2025
An excellent financial advisor website can make all the difference in connecting with a potential client. That’s why we’re proud to partner with Cetera to help keep their sites up-to-date and modern, with clear value propositions, easy navigation, engaging content, and more. Here are 5 standout Cetera advisor websites that highlight what makes a financial advisor site standout while bringing traffic to their site : 1.
Trade Brains
JUNE 13, 2025
Growing geopolitical tensions have caused Ethereum’s price to drop massively today. Israel’s Friday air strike has heightened concerns about a wider Middle East conflict, causing tremors in both traditional and digital asset markets. Following the Ethereum price sell-off, most major altcoins fell from their highs due to a large global selloff.
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.
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