Sat.Jul 05, 2025

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5 Compliance Tips From a Financial Advisor Marketing Consultant

Indigo Marketing Agency

5 Compliance Tips From a Financial Advisor Marketing Consultant Whether you’re creating a new website , publishing a blog post , or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. Compliance is not a “set it and forget it” part of your business; instead, it should play an active role when crafting financial services marketing materials, client communication, blog posts, etc.

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The 10 Stocks You Asked To See

Advisor Perspectives

In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses 10 subscriber-requested stocks that you asked to see, highlighting how FAST Graphs simplifies stock analysis. He reviews companies like AES Corporation, Amgen, Alibaba, and Chipotle, showing how FAST Graphs quickly reveals key data, such as earnings growth, dividend history, and valuation.

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5 Fundamentally strong stocks with strong orderbook of up to ₹1.21 Lakh Cr to keep an eye on

Trade Brains

Several fundamentally strong companies are catching investor interest with strong fundamentals and low stock prices. These firms, priced under Rs. 250, have impressive order books, one even reaching Rs. 1.21 lakh crore. Despite their solid business, they’re trading at discounts of up to 38 percent. This makes them attractive picks for those looking to add value stocks to their watchlist.

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Portfolio Heresy; Levered ETFs

Random Roger's Retirement Planning

I wanted to have a little more fun with portfolio construction comprised of ETFs that " no one should use." Funds that symbolize all that is wrong with our once great country! Too much? Yeah too much but still some interesting results. Below, leverages up the Permanent Portfolio. The plain vanilla of that portfolio puts equal 25% weightings into equities, gold, bonds with duration and cash with the idea being that no matter how bad things might get, at least one of those four will be doing well.

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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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Wells Fargo to Ramp Up Buying CLOs After Three-Year Retreat

Advisor Perspectives

Wells Fargo & Co. is ramping up buying top-rated collateralized loan obligations, after largely staying away from the $1.3 trillion market following interest rate hikes in 2022, according to people with knowledge of the matter.

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Stocks to Watch: J K Cements, JSW Steel and 6 other stocks that will trade ex-dividend next week

Trade Brains

A dividend represents a share of a company’s profits distributed to its shareholders. When a company has retained earnings, management can decide to reinvest the funds to support business growth, repay debts, reserve them for future requirements, or distribute dividends. So investing in these stocks can provide you with passive income and growth in your portfolio over time.

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Biocon & 3 other financially strong stocks in with mutual fund increased their stake by 5.4% in Q1

Trade Brains

In Q1 FY26, several financially strong companies saw mutual funds increase their stake by up to 5.4 percent. This shows growing confidence from institutional investors. This article highlights such stocks that are backed by strong fundamentals and rising mutual fund interest, making them worth watching for investors. Here are a few financially strong stocks in which mutual funds have increased their stake by up to 5% in Q1 FY26.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two : Offering creditors a deal that would leave them with billions less than they were owed, despite the notes having an investment-grade rating.

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Dixon Technologies and 3 other stocks with 5 year net profit CAGR of up to 125% to keep on your radar

Trade Brains

A company with a 5-year CAGR greater than 40 percent and a net profit CAGR of 40 percent indicates strong growth and high profitability. It suggests the company is expanding rapidly while maintaining excellent efficiency in converting revenue into profit. This combination reflects a competitive advantage and a potentially attractive investment opportunity.

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Stock Pickers Shine, Sniffing Out Value During Market Tumult

Advisor Perspectives

Value investing has long been out of favor in US stocks and last quarter was no different, as an index of beaten-down shares badly trailed the broader market’s furious rally.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Schedule for Week of July 6, 2025

Calculated Risk

This will be a very light week for economic data. -- Monday, July 7th -- No major economic releases scheduled. -- Tuesday, July 8th -- 6:00 AM ET: NFIB Small Business Optimism Index for June. -- Wednesday, July 9th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. 2:00 PM: FOMC Minutes , Meeting of June 17-18 -- Thursday, July 10th -- 8:30 AM: The initial weekly unemployment claims report will be released.

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Senate Approves Revised Tax and Spending Bill

Advisor Perspectives

The Senate has approved its own version of the "One Big Beautiful Bill" tax-and-spending plan. Here's how it differs from the version the House passed in May, and what's next.

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₹26,402 Cr Mcap: NBFC Stock to Watch as Company Targets ₹1 Lakh Cr AUM by FY26

Trade Brains

Non-Banking Financial Companies (NBFCs) in India are key financial intermediaries, holding a 22 percent share of the country’s credit market. As of 2024, NBFCs’ gross advances reached an all-time high of Rs 40.3 lakh crore, reflecting robust 20 percent year-on-year credit growth and a balance sheet size of Rs 28.2 lakh crore. Their rapid expansion underscores their growing importance in India’s financial ecosystem.

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Real Estate Newsletter Articles this Week: FHFA Releases National Mortgage Database

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Freddie Mac House Price Index Declined in May; Up 2.2% Year-over-year • Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in May • Asking Rents Mostly Unchanged Year-over-year This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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Private Credit Outlook: Five Lessons Learned

Advisor Perspectives

Some say private credit hasn’t been tested. We disagree…and stress can sharpen the senses.

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5 Water management stocks with order book of up to ₹14,300 Cr to keep on your radar

Trade Brains

India’s water and wastewater treatment market was valued at $1.56 billion in 2022 and is expected to grow at a healthy CAGR of 10.05 percent, reaching approximately $3.03 billion by 2029. This growth is being fueled by increasing demand for water conservation, the integration of advanced ICT solutions, and a heightened focus on environmental sustainability.

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Powell Silence on His Future Complicates Trump Fed Chair Search

Advisor Perspectives

As President Donald Trump and his advisers begin weighing replacements for Federal Reserve Chair Jerome Powell, they’re running into one significant complication: It’s not clear that Powell will leave the US central bank next year.

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Watchlist Worthy: Fundamentally strong stock with robust revenue guidance of ₹25,000 Cr

Trade Brains

India’s hospital sector is experiencing rapid growth, with the hospital market valued at USD 136.6–179.8 billion in 2024 and projected to reach up to USD 348.7 billion by 2033. Hospitals account for 80% of India’s $638 billion healthcare market in 2025, but the country faces a shortfall of 2.4 million beds for its 1.42 billion population. There are 23,582 government hospitals nationwide as of 2025.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Getting a Grip on Uncertainty

Advisor Perspectives

Sharp U.S. policy shift and elevated uncertainty reflect an evolution of the new macro regime. What matters: getting a grip on uncertainty by identifying its core features.

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Swiggy HDFC Bank Credit Card Users Get 10% Extra Off on Birthdays – Do You Have One?

Trade Brains

In a time when digital ease reigns supreme and dining is being more and more tailored to your tastes, the Swiggy HDFC Bank Credit Card is a clever, lifestyle-oriented financial tool. A co-branded credit card introduced by Swiggy with collaboration of HDFC Bank, this card not only combines food ordering, grocery store convenience, and online shopping rewards but also adds a sweet twist on your birthday week—a special feature that makes it stand out in the saturated credit card space.

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Price Inflation Accounts for Entire Increase in Retail Sales Since Pandemic

Advisor Perspectives

Do you feel like you spend more and more money every month but get less and less for it? That’s because you are.

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₹48 to ₹1,367: Multibagger Adhesive Stock turns ₹1 lakh into ₹28 lakh

Trade Brains

This company’s stock has risen over 2,700 percent from Rs 48.20 in July 2020 and is currently trading at Rs 1,367, giving a significant gain of 2,736 percent to its investors. If an investor had put Rs. 1 lakh into the stock, that Rs. 1 Lakh would have turned to Rs. 28,36,000 if someone had invested in 2020 and held the share till date. With a market capitalisation of Rs 1,642 crores, the shares of Jyoti Resins and Adhesives Ltd are currently trading at Rs 1,367 per share, and in the past

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Live Demo - Supercharge your Month End Close

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

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Saturday links: betting on solar

Abnormal Returns

Autos Tesla's ($TSLA) EV business is in disarray. (wsj.com) In EVs, the U.S. risks being left behind China forever. (nytimes.com) Automakers don't want to cede Apple ($AAPL) control of the dashboard. (ft.com) Copenhagen shows you can reverse the growth in auto traffic. (daily.jstor.org) On the traffic dangers of left turns. (theconversation.com) Energy The BBB now taxes renewable energy projects.

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Bengaluru’s Yellow Line Launching This August – See How It Will Drastically Transform Nearby Areas

Trade Brains

The Silicon Valley of India- Bengaluru is on the brink of transportation evolution with the most-awaited launch of the Namma Metro’s yellow line. This metro line consists of 16 stations spanning over 18.8 km, all the way from Electronic City to Rashtreeya Vidyalaya Road (RV road), where it will have an intersection with the already running Namma Metro’s green line.

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High Growth Alert: Transformer Stock Eyes 300–400% Revenue Surge Over the Next 5 Years

Trade Brains

This small-cap Transformer Stock, engaged in manufacturing transformer bushings, including OIP and RIP types, serving power, renewable, rail, steel, cement, and data center sectors, is in focus after the management aimed for strong guidance of 300-400 percent for the next five years. With a market capitalization of Rs. 1,087.80 crores, the shares of Yash Highvoltage Limited were currently trading at Rs. 381 per equity share, down nearly 2.74 percent from its previous day’s close price of Rs. 391

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Piramal Pharma: The Next Big Bet After $90 Million Expansion & 52% Profit Surge?

Trade Brains

India’s pharmaceutical sector, valued at Rs 4,17,345 crore (USD 61.36 billion) in 2023–24, is the world’s third largest by volume and fourteenth by value. The industry supplies 20% of global generic medicines and over 50% of global vaccine demand. In April 2025, it grew 7.8% year-on-year, driven by strong domestic demand and innovation. With a market capitalization of Rs 27,063.49 crore, the shares of Piramal Pharma Ltd closed at Rs 203.60 per share, increasing around 0.58 percent as compared to

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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Lewis Hamilton Net Worth 2025: Salary, Endorsements, Business Ventures & More 

Trade Brains

Lewis Hamilton, is known as one of the greatest drivers in Formula 1 history, continues to shine both on and off the track. In 2025, he took his career to new heights with a high-profile move to Ferrari, and his business empire has only expanded since then. Let’s take a closer look at his net worth, where his money comes from, and the ventures he’s building outside of racing.

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Arsenal Transfer News: Latest Deals, Signings, Loans, and Contract Updates Explained

Trade Brains

Arsenal are working hard in the transfer market this summer as they prepare for the new season under manager Mikel Arteta. The club wants to strengthen the squad to challenge for trophies and keep up with rivals like Manchester City and Liverpool. Here’s an update on what’s going on so far. Players Signed Kepa Arrizabalaga Arsenal have signed Spanish goalkeeper Kepa Arrizabalaga from Chelsea for around £5 million.