Trade Brains
JULY 16, 2025
On Wednesday, the Nifty 50 opened flat at 25,196.60 and closed slightly higher at 25,212.05, gaining 16.25 points or 0.06%. The Sensex also edged up by 63.57 points to end at 82,634.48. Despite the modest gains, investor sentiment remained cautious due to a weak start to the earnings season and mixed global cues, leading to ongoing market volatility.
The Big Picture
JULY 16, 2025
At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. Full transcript below. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and W
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Carson Wealth
JULY 16, 2025
Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings.
Wealth Management
JULY 16, 2025
Explore the performance, volatility and diversification benefits of private and public infrastructure investments for wealth managers and financial advisors.
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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.
Calculated Risk
JULY 16, 2025
Fed's Beige Book Economic activity increased slightly from late May through early July. Five Districts reported slight or modest gains, five had flat activity, and the remaining two Districts noted modest declines in activity. That represented an improvement over the previous report, in which half of Districts reported at least slight declines in activity.
Wealth Management
JULY 16, 2025
RIAs saw strong growth in 2024, with increases in AUM, revenue and clients, but face capacity constraints and service demands, Schwab's study reveals.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 16, 2025
J.D. Power’s annual survey of nearly 3,700 advisors forecasts a pending “talent crisis.“ In addition, LPL’s Commonwealth snags its 12th top satisfaction ranking among independent advisors, and Stifel leads for employee advisors.
Advisor Perspectives
JULY 16, 2025
Goldman Sachs Group Inc.’s stock traders posted the largest revenue haul in Wall Street history, as volatility sparked by the Trump administration’s trade war spurred a second straight record quarter for the unit.
Calculated Risk
JULY 16, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday: • At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for initial claims to increase to 235 thousand from 233 thousand last week. • Also at 8:30 AM, Retail sales for June is scheduled to be released. The consensus is for a 0.2% increase in retail sales. • Also at 8:30 AM, the Philly Fed manufacturing survey for July.
Alpha Architect
JULY 16, 2025
Can machine learning models help us exploit stock market anomalies more effectively? This paper says yes—but with a few important caveats. By applying gradient boosting algorithms to a wide array of established anomalies (like value, momentum, and quality), the authors show that machine learning methods can significantly improve the performance of long-short strategies.
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.
Trade Brains
JULY 16, 2025
Synopsis- JPMorgan Chase CEO Jamie Dimon, long a crypto critic, stunned markets Tuesday. Speaking on the bank’s Q2 2025 earnings call, Dimon declared stablecoins “real.” Following this, he announced JPMorgan will significantly boost its stablecoin involvement. This marks a major strategic shift for the Wall Street titan. Dimon admitted lingering skepticism about stablecoins’ everyday utility. “I don’t know why you’d want a stablecoin as opposed to just payment,̶
Wealth Management
JULY 16, 2025
Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.
Calculated Risk
JULY 16, 2025
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 10.0 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending July 11, 2025. Last week’s results included an adjustment for the Fourth of July holiday. The Market Composite Index, a measure of mortgage loan application volume, decreased 10.0 percent on a seasonally adjusted basis from one week earlie
Wealth Management
JULY 16, 2025
Financial advisors face risks of losing business when clients pass away. Learn how to conduct an internal assessment to retain surviving family members.
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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 16, 2025
Synopsis: Geojit Financial Services shares fell over 6% on Wednesday after reporting a weak Q1 FY26 performance. Net profit declined 37% YoY, while revenue and EPS also saw sharp drops. The shares of a leading brokerage and financial services firm came under pressure after the company reported a weak set of Q1 FY26 results. The stock fell over 6% as investors reacted to the subdued performance across key metrics.
Advisor Perspectives
JULY 16, 2025
Here is a summary of the four market valuation indicators we update on a monthly basis.
Wealth Management
JULY 16, 2025
Wimbledon winners' £3 million prize money is significantly reduced by UK taxes, with additional levies in home countries impacting net earnings.
Advisor Perspectives
JULY 16, 2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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.
International College of Financial Planning
JULY 16, 2025
Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context. The popular asset classes are Gold – eternal favourite Real Estate – “safe” Equities or Debts – relatively new from exposure point of view but gaining momentum How do they invest this in the most simplistic form?
Harness Wealth
JULY 16, 2025
The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business. In this article, we’ll examine how tax firms can transform their client list from a simple roster into an engine for growth, and how platforms like Harness can aid in the process.
Trade Brains
JULY 16, 2025
Synopsis: After Nippon India Mutual Fund purchased a 1.1% stake in MAS Financial Services through a bulk deal, the company reached a new 52-week high; investor confidence is still being supported by the company’s strong FY25 earnings and growing reach. The stock listed below has reached 52 week high price movements today after large bulk deal transactions were completed on the stock exchanges on July 15.
SEI
JULY 16, 2025
Sneha Shah, Head of New Business Ventures at SEI, discusses how advisors can utilize technology to connect with the next generation of clients.
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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
Abnormal Returns
JULY 16, 2025
Podcasts Cameron Passmore and Benjamin Felix talk about lessons learned with journalist Rob Carrick. (rationalreminder.libsyn.com) Dan Haylett talks with Matt Halloran, co-founder of ProudMouth, about building a podcast. (podcasts.apple.com) Yanley Espinal talks with Shang Saavedra, author of "Wealth is a Mindset: Change Your Mind, Change Your Money.
Advisor Perspectives
JULY 16, 2025
As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.
Trade Brains
JULY 16, 2025
Breakout stocks are shares that show a sharp price movement after crossing important technical resistance levels, suggesting a possible trend reversal. These stocks typically draw investor interest as they move out of a consolidation phase, signaling strong upward momentum and potential for further gains. A breakout typically happens when a stock moves above a previous high or breaks through pattern resistance, indicating the beginning of a new uptrend.
Random Roger's Retirement Planning
JULY 16, 2025
Let's start with Morningstar appearing to defend a traditional 60/40 portfolio. A lot of the article is devoted to the history of bonds helping balance out equity volatility during large declines which is of course correct. Unfortunately they don't dig into the changes that have occurred in terms of how unreliable the correlation between equities and bonds with duration has become.
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 16, 2025
Merrill Wealth Co-Head Lindsay Hans said during a second-quarter earnings call that market volatility could have led some clients to “wait a little longer” before deploying new money.
Advisor Perspectives
JULY 16, 2025
Low volatility exchange traded funds are a compelling solution for those looking to dampen risk while staying invested.
Trade Brains
JULY 16, 2025
In Q1 FY26, mutual funds significantly increased their investment in select Adani Group stocks, with a total stake hike worth Rs. 2,827 crore. This growing interest reflects confidence in the group’s performance and future prospects. The article highlights potential opportunities in these stocks that mutual funds are now betting on. Here is the list of Adani Group stocks in which mutual funds have increased their stake in June 2025 Adani Ports and Special Economic Zone Limited With a market capi
Advisor Perspectives
JULY 16, 2025
Your technology matters. Your processes matter. But your team determines whether you scale or stagnate. Your people will make or break your growth story; choose wisely.
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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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