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Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The initial weekly unemployment claims report will be released. The consensus is for initial claims of 250 thousand, up from 248 thousand last week. • Also at 8:30 AM ET, Housing Starts for May.
Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports. These are among the investment must-reads we found this week for financial advisors.
Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country. Strategically located in Gandhinagar, Gujarat, GIFT City is designed to be a state-of-the-art financial ecosystem, combining robust regulatory frameworks with cutting-edge infrastructure.
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
Modern Portfolio Theory (MPT) has long served as a foundational framework for asset allocation and portfolio construction. This concept remains influential in both academic finance and practical investment management. But the question investors face today is not whether MPT was revolutionary—it clearly was—but whether its insights still hold up under real-world conditions, decades later.
Broker/dealer Osaic gets a win from the RIA world with the acquisition of $13.5 billion fee-only CW Advisors from private equity firm Audax Private Equity.
This is an interesting time for the world. New advancements, disruptions, and innovations are all around. Whether it is finance, technology, healthcare, entertainment, or even food, fresh trends are emerging across the board. As an investor, you can’t afford to ignore what is happening in the world around you. The shifts you are seeing today have the potential to have a definite effect on the stock market in the near future.
This is an interesting time for the world. New advancements, disruptions, and innovations are all around. Whether it is finance, technology, healthcare, entertainment, or even food, fresh trends are emerging across the board. As an investor, you can’t afford to ignore what is happening in the world around you. The shifts you are seeing today have the potential to have a definite effect on the stock market in the near future.
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Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Whether confirming appointments or updating them about market activity, texting offers speed, relevance, and impact. Below, you’ll find proven templates, expert tips, and a breakdown of best practices to help you use texting as a strategic tool – not just a quick reply channel.
Financial advisors' confidence in the stock market increased in May, with 68% expecting improvement within a year, despite ongoing economic uncertainties due to tariffs.
Summer is a great time to slow down and check in—not just with yourself, but with your finances too. With the year halfway through, it’s the perfect moment to make a few strategic adjustments to stay on track, especially before fall routines and holiday expenses pick up. These small, intentional moves aren’t just about staying organized in the short term—they also help you protect your long-term financial health, including your ability to continue building toward retirement. 1.
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 acquisition of Brooklyn Investment Group and its parent, Brooklyn Artificial Intelligence, will expand tax-advantaged and AI capabilities for the firm’s advisor clients.
Welcome everyone! Welcome to the 442nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5 billion in assets under management for 1,800 client households. What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public comme
The following is a list of four stocks that witnessed notable price movements during Wednesday’s trading session, following significant block and bulk deal transactions executed on the stock exchanges on 17th June. These fluctuations reflect investor sentiment and market reactions to the large-scale buying or selling activities observed during the period.
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.
Court dismissal of Hanigan v. Bechtel Global Corp. sends favorable message to advisors on managed accounts in retirement plans, highlighting key distinctions.
It’s the perfect time for advisors to set up the second half of the year for success. As summer approaches, it’s easy to drift into vacation mode. But before doing so, remember that it’s also the halfway point of 2025—the perfect time for a midyear gut check. For advisors, this is an important exercise that can provide clarity and set the stage for a strong finish to the year.
Credit score below 500 is considered very poor by most credit rating agencies. It suggests a history of defaults, missed payments or simply a lack of credit history. Traditional banks, which typically favour low-risk lending, are unlikely to extend personal loans under such circumstances without some form of collateral or co-signer. In recent years, a growing number of non-banking financial companies (NBFCs), fintech lenders and peer-to-peer platforms have entered the arena with a different phil
Describes how what is happening to the economy is bigger than tariffs, it is the business cycle. It includes a comment on the FOMC meeting tomorrow, uses economic data up through this morning (retail sales), and includes a nice cartoon which can be used as a thumbnail (below).
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
After Israel’s attack on Iran, several uncertainties have been created around the world that have shaken the entire economy. As Iran is one of the leading OPEC nations, producing over 3,280.000 barrels/Day as of January 2025. This took a toll on India’s economy as well. In this article, we will discuss how such uncertainties can affect Indian Bond prices.
The ETF market has hit a symbolic turning point: active funds now outnumber passive ones for the first time, marking a sharp break from the industry’s index-tracking origins — even if actively managed assets still account for just a tenth of assets.
One of the risks of being prolific and public is the built-in assumption that readers are familiar with your body of work. We all occasionally engage in shorthand based on prior beliefs, discussions, and philosophy. This turns out to be an error. Anything one writes is across a continuum of prior ideas; the risk in any standalone piece is that it gets taken out of the context of the philosophy from which it comes.
Treasury yields declined Tuesday as US economic data left intact expectations that the Federal Reserve will cut interest rates at least once more in 2025.
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 mining just got significantly more expensive. Production costs surged roughly 9% this quarter. The median cost to mine one Bitcoin now exceeds $70,000. This marks a sharp climb from just $52,000 last December. Miners face mounting pressure. TheMinerMag research firm confirmed this steep increase Monday. Their May/June industry update details the challenging trend.
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.
Jolt 2025 Highlights from Nashville: Digital Dominance Panel Recap Ready for some Jolt 2025 highlights? Last week in Nashville, our Indigo Marketing team had a blast connecting with industry peers, trading ideas with financial advisors, and soaking up the energy of the Jolt conference. The sessions were insightful, and it was a week of learning, connecting, and leveling up our marketing game.
In this video, 5 Stocks That Subscribers Asked To See, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation addresses subscriber requests by providing a high-level review of five companies, AES Corp (AES), Amgen (AMGN), Air Products (APD), ASML Holding (ASML) and Broadcom (AVGO).
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.
James Patrick and William DeButts claim they resigned shortly after their firm was subsumed by one of Focus’s consolidation hubs. They argue their previous employer is defaming them to clients and business contacts.
A record share of the world’s central banks plans to accumulate more gold over the next 12 months, drawn by bullion’s performance during times of crisis and protection against inflation.
RIAs can create a potential client stream if they commit to a 401(k) channel that includes participant education and touchpoints, said panelists at Wealth Management EDGE last week.
Quant stuff A round-up of recent research on risk including 'Financial and Business Cycle Risk Premia.' (capitalspectator.com) A review of "Financial Statement Analysis for Value Investing" by Stephen Penman and Peter Pope. (blogs.cfainstitute.org) Factors On the (premature) calls for the death of factor investing. (larryswedroe.substack.com) How to build a better momentum model.
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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