Wealth Management
JULY 11, 2025
Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.
Trade Brains
JULY 11, 2025
Synopsis- Mutual funds offer diversification, growth potential, and long-term wealth creation. Explore the top 10 mutual funds that delivered the highest SIP and lump sum returns over the last 10 years. When you invest through SIPs, you put in money every month. Each month, the money invested purchases funds at different prices. XIRR depicts the average yearly profit percentage earned on invested money over time.
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Calculated Risk
JULY 11, 2025
From Nick Villa at Moody's The Office Sector’s Double Whammy The ongoing challenges affecting the office sector have not only resulted in deteriorating space market fundamentals—evidenced by the record-high national office vacancy rate in the second quarter of 2025—but have also had a direct negative impact on capital market activities, including the performance of commercial mortgage-backed securities (CMBS).
Wealth Management
JULY 11, 2025
Zeplyn's Era Jain details how the firm builds AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data.
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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.
Nerd's Eye View
JULY 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, with the regulator having talks with some state securities regulators (which would bear an increasing regulatory burden if the threshold were lifted
International College of Financial Planning
JULY 11, 2025
The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Every peak and trough, every rally and correction, carries within it a story of how investors feel and react, often more than how they think. Behavioural finance bridges the gap between rational theory and real-world decision making. It studies how people – despite data, logic, and expert advice – continue to make emotionally charged choices that often hurt their long-term goal
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 11, 2025
Investors often favor fundamentally strong, low-debt companies, and recent trends show increasing Foreign Institutional Investor (FII) interest in such stocks. These companies offer financial stability, efficient capital management, and consistent performance. Stocks with minimal debt and rising FII holdings signal confidence in long-term growth, making them attractive investment opportunities amid market volatility and global economic uncertainties.
Carson Wealth
JULY 11, 2025
One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% once—but there was still a potential tailwind in the works.
Wealth Management
JULY 11, 2025
Former JPMorgan executive Simon Lack discusses the pitfalls of hedge funds and his current focus on energy infrastructure investments as bond alternatives.
Advisor Perspectives
JULY 11, 2025
The yield on the 10-year note ended July 11, 2025 at 4.43%. Meanwhile, the 2-year note ended at 3.90% and the 30-year note ended at 4.96%.
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.
Wealth Management
JULY 11, 2025
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Advisor Perspectives
JULY 11, 2025
As we head into the second half of the year, expect record stock buyback activity for companies in the S&P 500.
Trade Brains
JULY 11, 2025
Synopsis: TCS declared an interim dividend of ₹11, reported limited YoY growth in Q1FY26, and saw a 2.7% drop in share price following the results. With trimmed target prices, analysts maintained their “Neutral” stance. A large cap IT stock is in focus today after declaring financial results for Q1FY26 on Thursday and declaring interim dividend.
Advisor Perspectives
JULY 11, 2025
Franklin Mutual Series shares its mid-year outlook, focusing on corporate fundamentals as a catalyst to unlock value in the midst of ongoing market volatility.
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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.
Trade Brains
JULY 11, 2025
Synopsis: Indo Thai Securities announced a 1:10 stock split with a record date set for July 18, 2025. This small-cap stock, engaged in stock and share broking, depository participant services, trading of equities, derivatives, commodities, mutual funds, IPOs, and wealth management, is in focus after the company announced a 1:10 stock split, which is set to take effect next week.
Advisor Perspectives
JULY 11, 2025
As we reach the midpoint of 2025, we reflect on the notably volatile trajectory of bond yields so far this year, considering the potential opportunity for tax-aware fixed income investors to harvest losses.
Wealth Management
JULY 11, 2025
Converting to a Roth IRA can result in tremendous tax savings, but it depends on the client’s financial goals, tax situation and legacy plans.
Advisor Perspectives
JULY 11, 2025
Compelling bond yields and diverging equity returns offer building blocks for effective strategies.
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
JULY 11, 2025
Synopsis: Anand Rathi Wealth posted a strong Q1 FY26, with profit surging 27% QoQ and revenue up 26%, driving a 6% stock rally. This leading wealth management firm has announced exceptional quarterly results, highlighted by significant revenue and profit growth. The company reported strong year-on-year and quarter-on-quarter increases in both metrics, driving a notable surge in its stock price.
Advisor Perspectives
JULY 11, 2025
Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.
Trade Brains
JULY 11, 2025
Synopsis: Coal India and REC are two fundamentally strong PSU stocks which are currently trading close to their 52-week lows despite solid business performance. This presents a potential value-buying opportunity for investors looking to accumulate quality stocks at discounted levels. Intro Public Sector Undertakings (PSUs) often offer a unique blend of stability and long-term value, and two such players are Coal India and REC Ltd are currently hovering near their 52-week lows.
Advisor Perspectives
JULY 11, 2025
With the price of digital assets testing the boundaries of plausibility, and Congress promising legislation to boost the industry further, now might be a good time for bank regulators to take notice.
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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
The Big Picture
JULY 11, 2025
This week, I speak with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors, which manages or advises on $15.7B in AUM focusing on Macro trends rather than individual stock selection. Rich has over 35 years′ experience on Wall Street, was slected for Institutional Investor’s “All-America Research Team” 18times, and was inducted into the Institutional Investor “Hall of Fame.” Previously, he was the Chief Investment Strategist at Merril
Mullooly Asset Management
JULY 11, 2025
One Big Beautiful Bill Key Takeaways: 1. SALT Deduction Increase: From $10,000 to $40,000 (indexed for inflation through 2029) — but phased out at certain income levels. 2. Tax Brackets from the 2017 Tax Cuts and Jobs Act are now permanent for individuals and businesses 3. “No Tax on Tips” – not exactly 4.
Trade Brains
JULY 11, 2025
Synopsis- Imagine turning Rs. 10,000 into life-changing wealth. Bitcoin made this possible for early believers. Today, it trades above Rs. 1 crore. This digital rollercoaster reshaped global finance. Let’s explore why your 2017 investment could now buy some financial relief. Bitcoin launched anonymously in 2009. Initially, it cost pennies. By 2017, hype had exploded its value.
Advisor Perspectives
JULY 11, 2025
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
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.
Wealth Management
JULY 11, 2025
Industry-wide, model portfolios contain $7.7 trillion in assets and are projected to grow 15% annually to $13.2 trillion by 2029, according to a Broadridge Financial report.
Advisor Perspectives
JULY 11, 2025
After mid-level performance in Q1, financials sector earnings are seen slowing in Q2, according to analysts, though favorable signs like the yield curve could help margins.
Alpha Architect
JULY 11, 2025
Is volatility (the standard deviation of returns) a good measure of the risk that investors actually care about? Volatility is a Reliable and Convenient Proxy for Downside Risk. was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Advisor Perspectives
JULY 11, 2025
JPMorgan Chase & Co. bosses grew curious last summer as they clocked an unusual number of absences at the training sessions that kicked off their ultra-competitive junior analyst program.
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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
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