Wealth Management
JUNE 12, 2025
RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.
Calculated Risk
JUNE 12, 2025
The Federal Reserve released the Q4 2024 Flow of Funds report today: Financial Accounts of the United States. The net worth of households and nonprofits fell to $169.3 trillion during the first quarter of 2025. The value of directly and indirectly held corporate equities decreased $2.3 trillion and the value of real estate decreased $0.2 trillion. Household debt increased 1.9 percent at an annual rate in the first quarter of 2025.
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Wealth Management
JUNE 12, 2025
Discover key insights on maximizing advisory firm value, avoiding common seller mistakes, and navigating M&A deals from industry expert Ted Jenkin.
Calculated Risk
JUNE 12, 2025
Today, in the Calculated Risk Real Estate Newsletter: The "Home ATM" Mostly Closed in Q1 A brief excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity - jokingly calling it the “Home ATM” - and this contributed to the subsequent housing bust, since so many homeowners had negative equity in their homes when house prices declined.
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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
Wealth Management
JUNE 12, 2025
KKR's Matthew Magill discusses how the firm partners with RIAs, offering dedicated strategies and access to private equity, infrastructure, and asset-based finance opportunities.
Nerd's Eye View
JUNE 12, 2025
Every financial or business decision brings some amount of inherent risk. However, the consequences of those decisions – positive or negative – don't always align with the actual level of risk taken. As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences.
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Calculated Risk
JUNE 12, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 10:00 AM: University of Michigan's Consumer sentiment index (Preliminary for June).
Wealth Management
JUNE 12, 2025
The group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.
Fintoo
JUNE 12, 2025
Introduction: The Investment Dilemma Imagine you’ve just received a hefty bonus or sold a property, and now you’re pondering: “Should I invest this lump sum in the stock market?” The market’s volatility makes you hesitant. Enter the Systematic Transfer Plan (STP), a strategy that allows you to transfer funds from a debt to an equity […] The post Systematic Transfer Plan (STP): The Key to Growing Your Wealth Smartly appeared first on Fintoo Blog.
Wealth Management
JUNE 12, 2025
As information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.
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
JUNE 12, 2025
During Thursday’s trading session, shares of this fintech company engaged in providing a unified open API and wallet platform surged nearly 3 percent on NSE, after the company’s Board approved a 1:5 stock split and a 1:1 bonus issue. With a market cap of Rs. 693.5 crores, at 12:24 p.m., the shares of MOS Utility Limited were trading in the green at Rs. 278.1 on NSE, up by around 1 percent, as compared to its previous closing price of Rs. 275.5.
Wealth Management
JUNE 12, 2025
Mission Wealth CMO Michelle Winkles shares insights on integrating AI tools like Grammarly and JUMP for improved communication in wealth management.
Abnormal Returns
JUNE 12, 2025
Strategy Historical financial data is limited, but that's all we got. (awealthofcommonsense.com) Five costs to active management. (humbledollar.com) Crypto Coinbase ($COIN) is listing more altcoins, like Fartcoin. (theblock.co) DeFi Development Corp ($DFDV) wants to be the Strategy of Solana. (sherwood.news) Companies Companies seem to be shifting away from stock-based compensation.
Wealth Management
JUNE 12, 2025
Wealth Management EDGE's final day featured RIA leaders discussing growth strategies and client relationships, plus a geopolitical threat simulation for advisors.
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 12, 2025
The following are two stocks that witnessed notable price movements during Friday’s trading session, following significant bulk deal transactions executed on the stock exchanges on 12th June. These fluctuations reflect investor sentiment and market reactions to the large-scale buying or selling activities observed during the period. Shankara Building Products Limited With a market cap of Rs. 2,516 crores, the stock moved down by nearly 6.5 percent on BSE, falling to Rs. 971 on Friday.
Wealth Management
JUNE 12, 2025
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A Wealth of Common Sense
JUNE 12, 2025
Bill Sweet joined me again on the show this week to discuss questions about putting all of your retirement assets in a Roth IRA, how to make a career shift to finance, how to save for your child’s future, tax considerations when moving out of Florida and more. Further reading: Risk Free S&P? The post What If Stocks Don’t Go Up in the Long Run?
Wealth Management
JUNE 12, 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.
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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
Calculated Risk
JUNE 12, 2025
From STR: U.S. hotel results for week ending 7 June The U.S. hotel industry reported mostly negative year-over-year comparisons, according to CoStar’s latest data through 7 June. 1-7 June 2025 (percentage change from comparable week in 2024): • Occupancy: 67.0% (-3.2%) • Average daily rate (ADR): US$161.57 (0.0%) • Revenue per available room (RevPAR): US$108.23 (-3.2%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
Advisor Perspectives
JUNE 12, 2025
BlackRock Inc., the world’s largest asset manager, boosted its annual revenue target for 2030 and set its first-ever firmwide target for private-markets fundraising at $400 billion by then.
Calculated Risk
JUNE 12, 2025
The DOL reported : In the week ending June 7, the advance figure for seasonally adjusted initial claims was 248,000 , unchanged from the previous week's revised level. The previous week's level was revised up by 1,000 from 247,000 to 248,000. The 4-week moving average was 240,250, an increase of 5,000 from the previous week's revised average. This is the highest level for this average since August 26, 2023 when it was 245,000.
Trade Brains
JUNE 12, 2025
Indian startups are no longer in the motive of just catering to the domestic markets. With over 100 unicorns and growing global investor’s confidence, many people are eyeing international expansion. Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. Market Potential & Investor Reach Several Indian startups are making their mind to shift their head office to foreign countries like Singapore and Dubai.
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.
NAIFA Advisor Today
JUNE 12, 2025
The National Association of Insurance and Financial Advisors (NAIFA) has appointed Dan Peterson , LLIF, LUTCF, FIC, President and Managing Partner for E4 Insurance Services, to the Industry Leadership Board (ILB).
Indigo Marketing Agency
JUNE 12, 2025
5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients As a financial advisor, you’re not looking to work with just anyone. You want your marketing strategies for financial advisors to connect you with the right clients. Most financial advisors enjoy working with hardworking, educated, long-term planners who have money to invest today for a respectable return tomorrow.
Trade Brains
JUNE 12, 2025
Bitcoin hovers near record highs, sparking fierce debate. Veteran trader Peter Brandt recently raised eyebrows with a stark warning. He suggested Bitcoin might plummet by 75%, mirroring its brutal 2021-2022 collapse. However, prominent crypto analysts swiftly countered this grim forecast. They deem such a severe crash “very unlikely” in today’s vastly different market.
Alpha Architect
JUNE 12, 2025
Investors with concentrated stock positions face a frustrating paradox: stay exposed to high single-stock risk or trigger steep capital gains taxes by selling. But what if there were a third option—one that preserved wealth, enhanced diversification, and maintained tax efficiency? That’s the vision behind the strategic partnership between Alpha Architect and Cache.
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.
Trade Brains
JUNE 12, 2025
After weeks of consolidation and volatility, Solana is trading above $150 with a strong bull run after a short correction from its recent highs. This recent upward movement indicates growing bullish sentiment, increasing investor confidence and improving technical structure. However, despite this positive momentum, SOL is now approaching key resistance zones that were established before the pullback.
Validea
JUNE 12, 2025
The S&P 500 represents a diverse collection of over 500 companies spanning multiple sectors, with many running profitable and well-established operations backed by solid fundamentals that merit serious consideration from investors. This breadth presents compelling opportunities for those prepared to look beyond the most widely followed stocks through careful analysis.
Trade Brains
JUNE 12, 2025
The 200-day Exponential Moving Average (200-D EMA) is a technical indicator that shows a stock’s long-term price trend. It gives more weight to recent prices, making it quicker to react than the simple moving average. Traders and investors often use the 200-D EMA to understand whether a stock is in a long-term uptrend or downtrend. When a stock takes support at the 200-D EMA, it means the stock price is bouncing back after touching this level, showing strength.
Advisor Perspectives
JUNE 12, 2025
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
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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