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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 report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, with both smaller and mid-sized firms seeing growth (often pushing them into higher size brackets and/or from state to SEC registration) and re
In addition, Steward opens an Arizona office with the acquisition of a $225M RIA; Mariner brings on a $1.4B firm with professional athlete clients; and $8B Perigon recruits an advisor from Merrill Lynch.
From BofA: Since our last weekly publication, our 2Q GDP tracking is up to 2.7% q/q saar from 1.8% q/q saar and 1Q GDP is up two-tenths to 0.0% q/q saar. [June 6th 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%.
State Street survey reveals growing retail investor appetite for alternative assets, with private equity expected to benefit most from market democratization.
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 Manheim Consulting today: Wholesale Used-Vehicle Prices Increased in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in May compared to April. The Manheim Used Vehicle Value Index (MUVVI) declined to 205.2, representing a 4% increase from the same time last year and a 1.4% decline from April levels.
Jason Smith, the founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management shares insights in creating a self-sustaining, scalable financial advisory practice, emphasizing the importance of a documented financial planning process, building an ensemble practice and the cultural and operational shifts required to sustain high performance.
The headline jobs number in the May employment report was slightly above expectations, however, March and April payrolls were revised down by 95,000 combined. The participation rate and the employment population ratio decreased, and the unemployment rate was unchanged at 4.2%. Earlier: May Employment Report: 139 thousand Jobs, 4.2% Unemployment Rate Prime (25 to 54 Years Old) Participation Since the overall participation rate is impacted by both cyclical (recession) and demographic (aging popula
The headline jobs number in the May employment report was slightly above expectations, however, March and April payrolls were revised down by 95,000 combined. The participation rate and the employment population ratio decreased, and the unemployment rate was unchanged at 4.2%. Earlier: May Employment Report: 139 thousand Jobs, 4.2% Unemployment Rate Prime (25 to 54 Years Old) Participation Since the overall participation rate is impacted by both cyclical (recession) and demographic (aging popula
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in May A brief excerpt: Tracking local data gives an early look at what happened the previous month and also reveals regional differences in both sales and inventory. Closed sales in May were mostly for contracts signed in March and April, and mortgage rates, according to the Freddie Mac PMMS, averaged 6.65% in March and 6.73% in April.
The commission’s Investor Advisory Committee recommended the SEC amend its advisor rules on mandatory arbitration clauses, though it didn’t ban them outright, as some investor advocates hoped.
From the Association of American Railroads (AAR) AAR Data Center. Graph and excerpts reprinted with permission. Rail freight volumes in May 2025 tell a story of an industry navigating crosscurrents. On one side, carload traffic showed solid growth, reflecting resilience in key sectors of the domestic economy. On the other, intermodal container volumes barely eked out a gain, hinting at softening global trade and cautious consumer demand.
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.
From the BLS: Employment Situation Total nonfarm payroll employment increased by 139,000 in May, and the unemployment rate was unchanged at 4.2 percent , the U.S. Bureau of Labor Statistics reported today. Employment continued to trend up in health care, leisure and hospitality, and social assistance. Federal government continued to lose jobs. The change in total nonfarm payroll employment for March was revised down by 65,000, from +185,000 to +120,000, and the change for April was revised down
Here’s an email we got from a podcast listener recently: This sounds like something people only say during a bull market. But it’s also kind of a fair question in some ways. Volatility is not risk unless it causes you to make an investment error. In fact, volatility is an opportunity if you use it correctly. And the U.S. stock market has bounced back to new all-time highs from every single correction, bear ma.
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.
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.
Since February this year, the Reserve Bank of India (RBI) has reduced the repo rate by a total of 100 basis points. The first rate cut came in February, followed by another in April, and most recently, a surprise 50 basis point cut in June. This series of rate reductions has brought the repo rate down from 6.50 percent to 5.50 percent, signaling a clear shift toward monetary easing to support economic growth.
Financial markets are constantly evolving, and smart investors need proven methods to spot real growth potential. Professor Partha Mohanram created the G-Score framework in 2005 as a systematic way to analyze growth companies, serving as a growth-focused complement to Joseph Piotroski’s F-Score approach for value investing. The G-Score evaluates eight key financial metrics tailored specifically for growth-oriented businesses.
Multicap funds are the preferred choice of investors seeking diversified exposure to large-cap, mid-cap, and small-cap stocks. They have the flexibility to respond to market conditions with their approach to allocation, balancing risk and reward. Why Opt for Multicap Funds? Diversification: Diversifies investments across different market capitalizations.
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist chat about markets climbing sharply off April lows and discuss what could derail this bull run. From housing weakness to tariff uncertainty, they explore the real risks that could trip the bull. But even as warning signs surface, both remain cautiously optimistic, leaning on diversification and market history to support their outlook.
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
The shares of this leading defence OEM manufacturer plunged by 11 percent on Friday after it sold an equity stake worth 7.4 percent via a block deal. In this article, we will look into the details of the deal. With a market capitalization of Rs 10,441 crore, the shares of Azad Engineering Ltd are currently trading at Rs 1,617 per share, down by 22.3 percent from its 52-week high of Rs 2080 per share.
Kristofer Kraus, portfolio manager and co-lead of PIMCO’s asset-based finance business, charts the nuances behind the overall resilience of U.S. consumers – and explains how these insights shape lending and investment strategies.
Warren Buffett is known for his long-term, fundamentals-first investing approach. But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays – they’re momentum leaders too. Below, we highlight five Berkshire holdings that are showing breakout strength, based on 12-month relative strength and year-to-date (YTD) returns.
Treasuries fell as faster-than-expected US job and wage growth prompted traders to trim back bets that the Federal Reserve will cut interest rates this year.
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.
Micro-cap companies, while often overlooked amidst large-cap companies, This microcap companies can offer significant growth potential. This analysis focuses on identifying three such companies that have demonstrated exceptionally high Compound Annual Growth Rates (CAGR) in their profits over the past three years. This trend suggests robust underlying business performance and could indicate promising investment opportunities within this dynamic market segment. 1.
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.
Promoters of several listed companies have recently offloaded significant stakes, drawing investor attention and sparking market buzz. These moves, often seen as signals of changing promoter sentiment or strategic realignment, have put the spotlight on four key stocks. Here are the 4 stocks in which promoters offload stakes EFC (I) Limited With a market capitalization of Rs. 3,324.58 crore, the shares of EFC (I) Limited were currently trading at Rs. 333.95 per equity share, down nearly 2.15 perc
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.
WazirX is abandoning Singapore. The India-focused crypto exchange heads to Panama. This sudden move follows a Singapore High Court ruling. On June 4th, Judicial Commissioner Kristy Tan rejected WazirX’s restructuring plan. The court cited severe transparency failures. Significantly, WazirX hid plans to relocate and rebrand. WazirX’s counsel admitted the undisclosed Panama strategy mid-hearing.
The push to put private assets in the hands of individual investors is breathing new life into a relatively quiet corner of the asset management industry: interval funds.
Let’s be honest — for most of us growing up in India, retirement always meant one thing: you work hard your whole life, raise a family, pay off your loans, and finally settle down into a slower pace of life. Maybe you move to your hometown, maybe you spend time with grandkids. The goal? To […] The post Refiring, Not Retiring: A Purposeful Approach to Retirement for Indian Investors appeared first on Fintoo Blog.
Given the large pool of options available to fixed income investors in the bond market, the ideal option given the current economic uncertainty is still Treasuries. With that, Vanguard has three options worthy of consideration for any portfolio.
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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