Wealth Management

JULY 21, 2025

Summit Financial acquires four new advisory teams across the US, adding $1.2 billion in managed assets and bringing its 2025 deal count to 11.

Assets

Calculated Risk

JULY 21, 2025

Today, in the Calculated Risk Real Estate Newsletter: Goldman's Mid-Year Housing Outlook A brief excerpt: Last Friday, Goldman Sachs Senior economist Ronnie Walker wrote: Mid-Year Housing Outlook: Slowing Construction and Price Growth, Not Just for Multifamily Here are a few brief excerpts and my comments (CR): Goldman on existing home sales: “Sustained higher mortgage rates will continue to have their most pronounced impact on housing turnover. 87% of mortgage borrowers have interest rates belo

Distribution

Wealth Management

JULY 21, 2025

Cerity Partners' Tom Cohn shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions.

Wealth Management

Advisor Perspectives

JULY 21, 2025

While uncertainty gradually eased in the second quarter, the sustained decline in the US dollar and the ongoing changes in the geopolitical order indicate that markets may continue to be dynamic and offer opportunities for a variety of hedge fund strategies, as well as heightened risks.

Marketing

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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.

Accounting

Wealth Management

JULY 21, 2025

Zephyr's Ryan Nauman and Virtus Investment Partner's Barry Mandinach discuss the importance of having active and passive diversification, managing high concentration risks in portfolios, and uncovering truly differentiated active managers.

Portfolio

Alpha Architect

JULY 21, 2025

This paper reveals a striking pattern in U.S. stock markets: the prices of individual stocks often reverse direction at the very end of the trading day. Using high-frequency data, the authors find that the last few minutes—particularly the closing auction—are dominated by large institutional flows that cause temporary price pressure. This is followed by a reversal the next day.

Marketing

Don Connelly & Associates

JULY 21, 2025

Long-term care planning may be the most avoided conversation in financial advising, and also one of the most important. Most clients don't want to think about aging, getting sick, or needing help. And many Financial Advisors hesitate to bring up the topic at all. It feels personal. It feels heavy. It feels like it might derail the meeting. But here’s the truth: if you don’t bring it up, your clients may face devastating financial and emotional consequences later on; and they’ll wonder why their

Financial Advisor

Wealth Management

JULY 21, 2025

Morningstar conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. JPMorgan analysts are moving beyond traditional stock coverage and beginning to look at private firms, starting with OpenAI. These are among the investment must-reads we found this week for financial advisors.

Investing

Abnormal Returns

JULY 21, 2025

Podcasts Michael Batnick talks with John Phoenix, founder and partner at Wealth advisor Growth Network, about RIA M&A. (youtube.com) Ben Johnson and Julie Willoughby talk with John West, co-founder of Flat Rock Wealth Partners. (morningstar.com) Frazer Rice talks with Brandon Rains of the Rains Law Firm about the challenges of estate planning. (youtube.com) Conner Young talks with Doug Boneparth about his path into the financial advice business.

Wealth Management

Wealth Management

JULY 21, 2025

Despite market volatility, REITs show resilience with positive performance and strong balance sheets. Global REIT performance sees a shift in 2025.

Marketing

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.

Budgeting

Trade Brains

JULY 21, 2025

Synopsis- This September, Ghana will again glow as the heart of a booming digital finance movement. The Africa Money & DeFi Summit is returning to Accra for its third edition, gathering over 500 leaders, investors, and innovators from the world of fintech, decentralized finance (DeFi), and Web3. We can sense Accra brimming with opportunity, as the 2025 summit promises to usher in a new era for stablecoins and digital finance across West Africa.

Startup

WiserAdvisor

JULY 21, 2025

Are you thinking about rolling over your 401(k)? People usually arrive at this conclusion if they have changed jobs or just want better control over their retirement funds. A 401(k) rollover refers to transferring money from one retirement account, such as an old employer’s 401(k), into a new 401(k) or an Individual Retirement Account (IRA). Why consider a rollover?

Retirement

Trade Brains

JULY 21, 2025

Synopsis: ICICI Bank posted stronger profit growth and loan expansion, while HDFC Bank led in deposit growth and announced a bonus issue. Both banks showed mixed Q1 FY26 results amid rising NPAs. India’s banking sector plays a crucial role in powering the country’s economic growth by channelling capital, widening access to credit, and promoting financial inclusion across regions.

Banking

Carson Wealth

JULY 21, 2025

Do you have a fear of heights? This is known as acrophobia, which is something many, many investors have. Studies show the fear of failure hits much harder than the feeling of success. This is why we always remember our favorite sports team’s tough losses much more vividly years later than the big wins. If you’ve done this long enough then you recall there indeed was one final new high in 2000, right before stocks were cut in half.

Marketing

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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.

Validea

JULY 21, 2025

Benjamin Graham established the foundation of value investing by developing systematic approaches to identify undervalued stocks that continue to guide investors today. Warren Buffett, his most renowned student, demonstrates how Graham’s principles can create lasting wealth. Graham’s approach centers on discovering stable, established companies trading below their intrinsic value while avoiding speculative, untested ventures.

Valuation

Fintoo

JULY 21, 2025

Market Commentary Global markets – US indices closed mixed on Monday over upcoming earnings. Dow Jones closed flat. While Nasdaq closed green by 0.4 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 44,323 -0.0 4.2 Nasdaq 20,974 0.4 8.6 Hang Seng 24,982 -0.1 24.5 Nikkei 39,892 0.2 0.0 Commodities […] The post Market Morning Notes For 22nd July 2025 appeared first on Fintoo Blog.

Marketing

Advisor Perspectives

JULY 21, 2025

Tepid gains notched by the real estate sector are largely viewed as the result of tariff turbulence. But some market observers believe real estate investment trusts (REITs) could prove sturdy if trade tensions are renewed.

Investing

Financial Symmetry

JULY 21, 2025

Summer Roots and Reflections Long, light-filled days invite reflection, and at Financial Symmetry, summer is woven into our history. Many of us first crossed this threshold as interns—wide-eyed, curious, determined—and chose to plant our careers here. That shared beginning has shaped a culture of learning, collaboration, and service that carries us—and our clients—through every season.

CFP

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.

Accounting

Advisor Perspectives

JULY 21, 2025

“Liberation Day” feels like a long time ago. Since President Donald Trump shocked markets with sky-high new tariff rates and a hasty U-turn, the S&P 500 Index has rebounded to all-time highs.

Marketing

Hubly

JULY 21, 2025

About Product Use Cases 🚀 Client Onboarding 🗓️ Client Meetings 📈 Investment Management 👨‍💻 Employee Onboarding Partners Integrations FAQ Reviews Resources News & Blog Case Studies Process vs. Workflow Webinars Quick Video Tips Pricing Login Get Started Technology Six Manual Tasks That Are Slowing Down Your Firm’s Growth Here are six places where your firm may be leaking time and capacity and how automation can help you get it back.

Clients

Advisor Perspectives

JULY 21, 2025

What do one of the largest private-school operators in the UK, a Spanish waste management company and a European fast food franchise of Burger King have in common? Their private equity owners are readying sales that don’t need debt underwriters.

Banking

Wealth Management

JULY 21, 2025

Global real estate firm Greystar creates a private wealth team to focus on high-net-worth investors, RIAs and family offices for its real estate funds.

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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

Accounting

Advisor Perspectives

JULY 21, 2025

Baby boomers in TDFs should consider getting out and moving to safety. Stock investors should consider less expensive stock markets, and safer asset classes like TIPS and Treasury bills.

Assets

Wealth Management

JULY 21, 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.

Planning

Calculated Risk

JULY 21, 2025

From Matthew Graham at Mortgage News Daily: Mortgage Rates Move Slightly Lower to Start New Week Mortgage rates didn't move much on Monday, but they moved in the right direction with the average lender 0.03% lower for a top tier 30yr fixed scenario versus last Friday. That makes this the 4th straight business day with a modest gain and it gets us back in line with the lowest rates since July 3rd.​ [ 30 year fixed 6.78% ] emphasis added Tuesday: • At 8:30 AM ET, Speech Fed Chair Jerome Powell , O

Manufacturing

Advisor Perspectives

JULY 21, 2025

DWS, through its lineup of Xtrackers ETFs, has a 20-year history of delivering unique investment solutions featuring competitive expense ratios.

Investing

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.

Management

Trade Brains

JULY 21, 2025

Synopsis: LIC acquired a 3.27% stake in Mazagon Dock as the government diluted its holdings, while mutual funds and FPIs also increased their stakes. This PSU Defence stock, engaged in designing, building, and repairing warships, submarines, offshore platforms, support vessels, and marine structures for defence and commercial sectors, is in focus after Life Insurance Corporation of India (LIC) acquired a fresh stake of 3.27 percent in the company.

Insurance

Advisor Perspectives

JULY 21, 2025

Last week's economic data presented a picture of consumer resilience emerging alongside the continued challenge of rising inflation.

Economics

The Big Picture

JULY 21, 2025

The transcript from this week’s, MiB: Neil Dutta, Economics Chief at Renaissance Macro Research , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News.

Economics

Advisor Perspectives

JULY 21, 2025

US equities advanced on Monday as traders prepared for a busy week of earnings, with big names such as Tesla Inc. and Alphabet Inc. set to report.

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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

Clients