Wealth Management
JULY 17, 2025
Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners.
Trade Brains
JULY 17, 2025
Synopsis- The high-risk and high-return funds can provide investors with exponential growth. The article exposes the best-performing small-cap, mid-cap, and thematic funds in 2025 with their performance measures, plus the importance of a long investment horizon and risk knowledge. Key Indicators to Pay Attention to Assets Under Management (AUM): AUM reflects the amount of assets the fund has as well as manages.
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Wealth Management
JULY 17, 2025
Vestmark introduces a unified managed account for RIAs, integrating ETFs, mutual funds, and SMAs with iCapital and BlackRock.
The Big Picture
JULY 17, 2025
I wanted to drop a quick note regarding some recent CPI data and tariffs. There is a fundamental misunderstanding (aka political spin) about the impact of tariffs. It won’t take very much math to put the effect of tariffs into a broader context. The United States is a ~$30 trillion economy; 70% of this annual activity is consumer spending. And, more than half of that is Services spending.
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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.
Wealth Management
JULY 17, 2025
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Trade Brains
JULY 17, 2025
The Nifty 50 opened higher at 25,230.75 on Thursday and fell -100.60 points (-0.40%) to 25,111.45, closing below its 20-day EMA but above the 50/100/200-day EMAs. Neutral momentum was indicated by the RSI, which was 47.56. The Sensex fell as well, closing at 82,259.24, down -375.23 points (-0.45%) with an RSI of 46.41. Concerns about international trade, a cautious attitude ahead of quarterly results, and poor IT profitability were the main causes of the decline.
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Fintoo
JULY 17, 2025
We all want a life where we feel financially safe and secure—where the unexpected doesn’t knock down everything we’ve worked so hard to build. But in today’s unpredictable world, that sense of security can feel fragile. Have you ever asked yourself: If yes, you’re not alone. Everyone has financial questions, especially when the economy feels […] The post Are You Financially Future-Proof?
Trade Brains
JULY 17, 2025
Honestly! Tax authorities worldwide are tightening the screws on crypto. Governments increasingly view our digital gains as prime targets. Yet, surprisingly, several forward-thinking nations boldly defy this trend. In 2025, they still welcome crypto wealth with genuinely open arms and, most importantly, zero tax demands. Imagine waking up knowing your Bitcoin profits stay entirely yours.
Advisor Perspectives
JULY 17, 2025
Goldman reported record equity trading revenue in second-quarter earnings on Wednesday and trounced its peers with a rebound in investment banking revenue that was fueled by a 70% jump in deal-making fees versus the same period last year.
Trade Brains
JULY 17, 2025
Axis Securities has identified three promising stocks with an upside potential of up to 21 percent. Backed by strong fundamentals, strategic growth plans, and sectoral tailwinds, these stocks present attractive investment opportunities. The brokerage highlights robust earnings outlooks and long-term value creation as key reasons for recommending these picks to investors.
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.
Advisor Perspectives
JULY 17, 2025
Swedish private equity group EQT AB reported better-than-expected underlying profit in the first half of 2025 as exit volumes jumped and all of its funds performed at or above plan.
Trade Brains
JULY 17, 2025
Synopsis: Tikri Partners LLP acquired 10 lakh Capital Small Finance Bank shares worth Rs. 28 crores, securing a 2.22 percent stake via BSE and NSE. During Friday’s trading session, shares of India’s first small finance bank to commence operation in 2016 moved up by nearly 5 percent on BSE, after a bulk deal worth Rs. 28 crores on the stock exchanges.
Advisor Perspectives
JULY 17, 2025
As inflation concerns continue to influence 2025 market dynamics, investors seek equity-based strategies to provide rising-price protection.
Trade Brains
JULY 17, 2025
The Brokerage firm Jefferies has highlighted three ‘fallen angels’ as its top contra picks for the next 12 months, pointing to strong potential for a cyclical recovery despite their premium valuations. While the brokerage acknowledges that these stocks are “not cheap by any stretch of imagination,” it believes the fundamentals are set for an upturn that could drive share prices higher.
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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.
Wealth Management
JULY 17, 2025
WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Trade Brains
JULY 17, 2025
The Indian benchmark equity indices continued to fall for the 3rd session as well, dragged down by share prices of Axis Bank and Wipro earnings. The NSE Nifty 50 opened 2.9 points flat at 25,108.55 , while the BSE Sensex opened 65.62 points, or 0.07 % down at 82,193.62. High valuations and weaker-than-expected earnings, particularly from the IT sector, are delaying market recovery.
Wealth Management
JULY 17, 2025
The Opportunity Zone program becomes permanent, but the timing of the new rules’ implementation creates a “dead zone” in near-term fundraising.
Trade Brains
JULY 17, 2025
Synopsis: JSW Energy is in focus after the Supreme Court ruled against its subsidiary, JSW Hydro Energy, in a free power supply dispute with the Himachal Pradesh government. A large-cap energy company is in focus after its subsidiary received an adverse Supreme Court ruling in a power supply dispute with the Himachal Pradesh government, impacting its future revenue from key hydroelectric projects.
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.
Validea
JULY 17, 2025
The NASDAQ 100’s strong performance during this extended bull run has created significant returns for investors. However, focusing solely on the index’s overall success overlooks an important reality: numerous individual companies within the index continue to offer compelling investment value, despite the market’s broader appreciation.
Wealth Management
JULY 17, 2025
The Defined Contribution Alternatives Association issues principles for evaluating private investments in 401(k) plans amid potential policy shifts under President Donald Trump.
Alpha Architect
JULY 17, 2025
Diversification is the only free lunch in investing. If you’ve spent even a day exploring the world of finance, you’ve likely encountered this common truism. But chances are, you’ve also heard stories of someone turning a small stake into millions by going all-in on just one or two stocks. That contrast raises a natural question for many investors: how many stocks should I actually own in my portfolio?
Trade Brains
JULY 17, 2025
Today, we recommend two stocks, one from the port and port services sector and another from the Oil & Gas sector, recommended by the Trade Brains Portal, to buy for an upside potential of more than 28%. India’s port and port services sector is crucial for its economic growth, playing a vital role in international trade, logistics, and regional development.
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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
Advisor Perspectives
JULY 17, 2025
Global equity markets swung from steep losses to fresh highs during the quarter. In early April, President Trump imposed a baseline 10% tariff and reciprocal tariffs of up to 50% on dozens of trading partners, only to suspend most reciprocal tariffs for 90 days amid market panic.
Trade Brains
JULY 17, 2025
Synopsis- The Bengaluru Circular Rail (BCR) Project as a project is a priority infrastructure project focused on traffic decongestion, enlivening real estate value in the surrounding area and enhancing sustainable urban development.The project can enable Bengaluru to provide better connectivity, planned development, and transit-oriented developments or neighbourhoods; hopefully paving the way for Bengaluru’s future mobility and housing transformation.
Meb Faber Research
JULY 17, 2025
Most investors think of Treasury bills—the short-term, “risk-free” U.S. government debt—as the ultimate safe haven. No credit risk, highly liquid, guaranteed by Uncle Sam. This is all true on a nominal basis. T-bills have never had a drawdown or lost money. However we live in a “real” world, meaning, all that matters is “after inflation”, […] The post #4 – “Bonds are NOT Safe Investments” appeared first on Meb Faber Research - Stock Market and Inv
Wealth Management
JULY 17, 2025
According to the complaint, New York resident Stella Maksumova didn’t get any pushback from her advisor when she opted to withdraw her retirement funds. Edelman claims her planner warned her against the idea, but she didn’t take the advice.
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.
Advisor Perspectives
JULY 17, 2025
The S&P 500 Index finished within striking distance of all-time highs after whipsawing on whether President Donald Trump will fire Federal Reserve Chair Jerome Powell.
Trade Brains
JULY 17, 2025
Synopsis- Trump’s clash with Fed Chair Powell sparks fears he may fire him, threatening market stability. Analysts warn of lawsuits, dollar plunge, and rising inflation. While panic could initially hit crypto, long-term gains are possible if rate cuts follow. Bitcoin might benefit as a hedge, but extreme volatility is likely ahead. President Donald Trump’s escalating feud with Federal Reserve Chair Jerome Powell has financial markets on edge.
Advisor Perspectives
JULY 17, 2025
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Fintoo
JULY 17, 2025
Market Commentary Global markets – US indices closed extended gain on Thursday supported by positive economic data and earnings. Dow Jones closed higher by 0.5 pct. While Nasdaq closed green by 0.7 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 44,484 0.5 4.6 Nasdaq 20,884 0.7 8.2 Hang Seng […] The post Market Morning Notes For 18th July 2025 appeared first on Fintoo Blog.
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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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