Wealth Management
JUNE 24, 2025
For investors, the prudent path remains clear—embrace low-cost, systematically managed funds and let the odds work in your favor as opposed to active management.
Calculated Risk
JUNE 24, 2025
Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 2.7% year-over-year in April Excerpt: S&P/Case-Shiller released the monthly Home Price Indices for April ("April" is a 3-month average of February, March and April closing prices). February closing prices include some contracts signed in December, so there is a significant lag to this data.
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Wealth Management
JUNE 24, 2025
Phoenix-based Patrick Funke & Associates joins Commonwealth Financial Network, citing relationship focus as key factor amid pending LPL acquisition.
The Big Picture
JUNE 24, 2025
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. I will be moderating the Emerging Managers Panel: Hear from new and emerging fund leaders on the opportunities and obstacles of launching and growing a differentiated investment strategy in today’s competitive alternatives landscape, including how they are leveraging AI to enhance investment processes, streamline operations, and navigate the early stages of building a fund.
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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 24, 2025
Former Nitrogen CEO Aaron Klein raises $5.5M to launch Contio, an AI-powered meeting operating system for financial advisors and other professionals.
Calculated Risk
JUNE 24, 2025
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 10:00 AM, New Home Sales for May from the Census Bureau. The consensus is for 710 thousand SAAR, down from 743 thousand in April. • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Nerd's Eye View
JUNE 24, 2025
Welcome everyone! Welcome to the 443rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for busines
Wealth Management
JUNE 24, 2025
After clawing back part of its ownership stake from its private equity investor, Snowden Lane hired Rob Russak from Merrill to drive business development and Dana Crane from her freelance recruiting practice.
Abnormal Returns
JUNE 24, 2025
AI Why you have to be careful when using LLMs for research. (larryswedroe.substack.com) There are already plenty of ways analysts can use AI productively. (blogs.cfainstitute.org) Alternatives Rothacher and Breitenmoser, "There is no universally accepted way of modelling different alternative asset classes." (caia.org) Alternative investments have a high hurdle to clear.
Wealth Management
JUNE 24, 2025
Vanguard ETFs, which are typically used by retail investors, account for 37% of net flows so far this year, compared to 27% in the last two calendar years.
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.
Calculated Risk
JUNE 24, 2025
S&P/Case-Shiller released the monthly Home Price Indices for April ("April" is a 3-month average of February, March and April closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index Records 2.7% Annual Gain in April 2025 The S&P CoreLogic Case-Shiller U.S.
Wealth Management
JUNE 24, 2025
$3 billion AUM Compound Planning lures eight advisors, and Focus Financial, Apella and LPL’s affiliate RIA arm also make multi-million dollar additions.
Abnormal Returns
JUNE 24, 2025
Strategy Joe Wiggins, "Many of the behaviours that have made humans such a successful species, also make it difficult to be good, long-term investors." (behaviouralinvestment.com) Ten lessons from Warren Buffett including 'Capitalism and ethics can (and should) coexist.' (advisorperspectives.com) The best investors do less. (rogersplanning.blogspot.com) Crypto The BIS is no fan of stablecoins.
Wealth Management
JUNE 24, 2025
The integration of popular AI-powered notetaking platform Jump and financial planning application RightCapital will be a glimpse of what is yet to come in terms of improvements in advisor efficiency.
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.
Calculated Risk
JUNE 24, 2025
From Intercontinental Exchange: ICE First Look at Mortgage Performance: Delinquencies Hold Steady and Foreclosure Sales Rise to Highest Level Since Early 2023 Intercontinental Exchange, Inc. (NYSE:ICE). today released its May 2025 ICE First Look, which shows that delinquencies and foreclosure activity continues to trend slightly higher on an annual basis despite some seasonal and disaster recovery related improvement.
Wealth Management
JUNE 24, 2025
FINRA looks to make it easier for BDCs to access IPOs with an exemption from Rules 5130 and 51031 (b), reports AltsWire. Vanguard will restructure its advisory units into two wholly owned entities, according to Ignites.com. These are among the investment must reads we found this week for financial advisors.
Trade Brains
JUNE 24, 2025
Over the past few years, the India’s markets have seen an incredible boom, especially during and the years following the pandemic. Retail investors jumped in like never before, and this flood of participation resulted in pushing the benchmarks such as the NIFTY50 and SENSEX to record highs. What’s even more interesting is that several mutual funds didn’t just ride the wave they beat it.
Advisor Perspectives
JUNE 24, 2025
One serious risk to financial wellbeing in retirement that is difficult to talk about is financial exploitation. Someone whose cognitive abilities are declining is vulnerable to harm from both financial predators and their own financial misjudgments.
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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
Trade Brains
JUNE 24, 2025
Sambhv Steel Tubes Limited is launching its Initial Public Offering (IPO) to raise capital. The IPO comprises a fresh issue of 5.37 crore shares totaling Rs. 440 crore and an offer for sale of 1.22 crore shares worth Rs. 100 crore. The total IPO size aggregates to Rs. 540 crore. The IPO opens on June 25, 2025, and closes on June 27, 2025. The shares will be listed on NSE and BSE on Wednesday, July 2, 2025.
Financial Symmetry
JUNE 24, 2025
When is enough, enough? Many investors have recently found solace in growing their cash reserves, whether in their checking accounts, savings accounts, or certificates of deposit (CDs). With attractive yields and recent market turbulence still fresh in mind, it’s easy to assume that loading up on cash is a safe strategy. But there’s a hidden cost to keeping more money than you need.
Calculated Risk
JUNE 24, 2025
From STR: U.S. hotel results for week ending 14 June The U.S. hotel industry reported mostly negative year-over-year comparisons, according to CoStar’s latest data through 14 June. 8-14 June 2025 (percentage change from comparable week in 2024): • Occupancy: 68.6% (-2.4%) • Average daily rate (ADR): US$163.43 (+0.6%) • Revenue per available room (RevPAR): US$112.11 (-1.8%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
WiserAdvisor
JUNE 24, 2025
You hear the word recession and might be reminded of the Great Recession from late 2007 to mid-2009. A recession is typically defined as a decline in the market and the economy, and while that sounds serious, and it is, there is no need to panic just yet. When it comes to the market, it is important to understand that it runs in cycles. How things pan out is mostly out of your control, but what you can control is how well you prepare.
Speaker: Cheryl J. Muldrew-McMurtry
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.
Trade Brains
JUNE 24, 2025
This small-cap Tobacco Stock, engaged in manufacturing and marketing tobacco products, including cigarettes, sheesha, and smoking mixtures, hit a 5 percent upper circuit after the company announced a 1:10 stock split with a record date set for June 25, 2025. With a market capitalization of Rs. 8,535.19 crores, the shares of Elitecon International Limited hit a 5 percent upper circuit of Rs. 534.95 per share on Tuesday, up from its previous closing price of Rs. 509.50 per share.
Advisor Perspectives
JUNE 24, 2025
CEFs stand out due to their fixed capital structure, allowing portfolio managers to focus on long-term investment strategies without the need to manage daily inflows and outflows.
Trade Brains
JUNE 24, 2025
The shares of the Mid-Cap company specializing in commodity derivatives trading, offering a platform for trading futures and options contracts on various commodities, are in focus after a leading Global brokerage firm, UBS, initiated a Buy target of Rs. 10,000 (Earlier Rs. 7,000) with a 20 percent Upside Potential. With a market capitalisation of Rs. 44,265.23 crores on Wednesday, the shares of Multi Commodity Exchange of India Ltd jumped upto 5.9 percent, making a high of Rs. 8706.35 per share
Darrow Wealth Management
JUNE 24, 2025
As a startup or private company employee, you may have the option to participate in a tender offer from your employer. Accepting a tender offer means the company buys back some of your stock or options. While it won’t always make sense to participate, any opportunity for liquidity as a private company employee should be considered. Tender offers are becoming more common as more companies stay private for longer, and with the years-long freeze in the IPO market.
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 24, 2025
While private equity can deliver attractive entry points — particularly in dislocated markets — success hinges on investing with established, top-tier managers and maintaining deliberate vintage diversification.
Trade Brains
JUNE 24, 2025
India’s digital payments landscape is buzzing with major news. Leading fintech giant PhonePe is charging towards a blockbuster stock market launch. According to Bloomberg News, the Walmart-owned company prepares to file key IPO documents soon. IPO Filing This filing marks a pivotal step for the dominant payments player. PhonePe intends to formally kickstart its Initial Public Offering process.
Advisor Perspectives
JUNE 24, 2025
Portfolio Managers John Kerschner and John Lloyd and Client Portfolio Manager Steve Preikschat investigate the case for multisector bond funds as a core fixed income allocation.
Trade Brains
JUNE 24, 2025
In the past few decades, we have seen the rise of a lot of new financial products, mainly in digital lending platforms. With so many options available in the market, it might get confusing for individuals, especially when it’s between similar products such as Personal Loan and Credit Card, to use them to their best, it is important to understand the key difference between them and what are the key featured provided by each of them.
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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