Tue.Jul 15, 2025

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Breaking Down the Big Beautiful Bill, Ep #243

Financial Symmetry

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we’re sharing our accessible, in-depth breakdown of the new Big Beautiful Bill, highlighting ten key tax provisions that every taxpayer should understand. 1. Individual and Joint Tax Rates Extended The tax rates most Americans have grown accustomed to since 2018 will be sticking around “permanently,” or at least as permanent as tax law ever gets!

Taxes 62
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Best Performing Multi-Asset Allocation Funds in 2025 – Is Your Fund on the List?

Trade Brains

Synopsis- Multi Asset Allocation Funds offer diversified investment in equity, debt and commodities especially gold,making them balanced investment in the volatile markets. These funds help in reducing risk and maintaining stable gains. In this article, we rank the best performing Multi-Asset Allocation Funds in 2025 based on 3 year SIP XIRR performance and other key metrics. 1.

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Edward Fishman on Chokepoints, Weaponizing Finance, and What It Means for Portfolios

Steve Sanduski

Guest: Edward Fishman, Senior Research Scholar in the Faculty of International and Public Affairs; Adjunct Professor of International and Public Affairs at Columbia University.  Edward is the author of a new book called Chokepoints: American Power in the Age of Economic Warfare. In a nutshell: What if the most powerful weapon of the 21st century isn’t a missile, but a few entries in a computer?

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1031 Exchanges vs. Opportunity Zone investments

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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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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Bank stock under ₹25 in focus as SMFG plans additional $1.1 billion investment in the company

Trade Brains

Synopsis : Yes Bank gained investor attention after reports of Japan’s SMFG planning an additional $1.1 billion investment, potentially raising its stake to 25 percent. This follows SMBC’s earlier 20 percent acquisition. One of India’s prominent private lenders is back in the limelight after reports surfaced of a major Japanese banking giant deepening its stake in the company.

Banking 59
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Understanding business development companies

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA , 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. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.

Numbers 144
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Economic Crosscurrents in 2025: Inflation, Interest Rates, and Investment Strategy

Advisor Perspectives

As 2025 progresses, investors and policymakers are navigating a highly complex economic landscape shaped by three powerful and interrelated forces: evolving trade policy, a cautious U.S. Federal Reserve (Fed), and growing concerns over U.S. fiscal discipline.

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Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF

Wealth Management

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 151
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JPMorgan’s Surprise Dealmaking Gain Shows Tariff Fear Easing

Advisor Perspectives

JPMorgan Chase & Co.’s investment bankers eked out a surprise gain in the second quarter, signaling what may be the start of a dealmaking rebound after widespread hesitation tied to US tariff policies.

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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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Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role

Wealth Management

The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.

Portfolio 151
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BankNifty Stock in focus after board to consider special dividend and its first ever bonus issue

Trade Brains

Synopsis: HDFC Bank shares rose over 1% to Rs 2021.90 after the lender announced plans to consider its first-ever bonus share issue and a special dividend on July 19. The board will also review Q1 results. The shares of India’s largest private sector bank by assets rose ahead of a key board meeting scheduled for Saturday, July 19, where the lender will consider its first-ever bonus share issue and a special dividend.

Banking 52
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One Big Beautiful Bill Act: Here’s How Your Taxes Could Be Impacted

Zajac Group

Passing in early July 2025, the One Big Beautiful Bill Act (OBBBA) implements sweeping changes to the current tax landscape, as well as federal funding, clean energy initiative rollbacks, and more. Extending and expanding on previous tax law changes from the first Trump administration, the OBBBA introduces a mix of both permanent policy updates and time-limited tax advantages—all of which will impact the majority of high-earning taxpayers in some way.

Taxes 52
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BlackRock Hits Record $12.5 Trillion in Assets Amid Turmoil

Advisor Perspectives

BlackRock Inc. pulled in $46 billion to its investment funds, and assets hit a record $12.5 trillion as clients rode out the volatility of President Donald Trump’s tariff policies in the second quarter.

Assets 59
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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 Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First 2 Years: #FASuccess Ep 446 With Misty Lynch

Nerd's Eye View

Welcome everyone! Welcome to the 446th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Misty Lynch. Misty is the owner of Sound View Financial Advisors, an RIA based in Walpole, Massachusetts, that oversees $46 million in assets under management for approximately 100 client households. What's unique about Misty, though, is how she grew her AUM by $30 million in 2 years in part by being recognized as a financial planning expert within Facebook groups for her idea

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Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

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.

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Wednesday: PPI, Industrial Production, Beige Book

Calculated Risk

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:30 AM, The Producer Price Index for June from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.2% increase in core PPI. • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for June.

Banking 147
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Maximizing Capacity: Strategies for Sustainable Growth in Advisory Services

Wealth Management

Kevin Corbett of Mariner discusses how solo financial advisors can overcome operational constraints and increase revenue by partnering with larger firms and using AI.

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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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YoY Measures of Inflation: Services, Goods and Shelter

Calculated Risk

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned two years ago when services less rent of shelter was up around 8% year-over-year. This declined and is now up 3.8% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through June 2025.

Food 276
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Hightower Hires Osaic RIA Solutions Executive as Chief Advisory Officer

Wealth Management

Hightower Advisors appoints Scott Hadley as chief advisory officer, aiming to support advisor growth. The firm also announces new roles for key executives.

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Midcap stock in focus as it is likely to be included in the MSCI Index

Trade Brains

Synopsis: Shares of One97 Communications Ltd, the parent of Paytm, rose over 2% to Rs 999 on Tuesday, extending gains for the fourth straight session. The rally comes amid expectations of its re-inclusion in the MSCI Standard Index, which could bring in passive inflows of up to $212 million during the August reshuffle. The shares of a leading digital payments and financial services platform rose over 2% on Tuesday, extending gains for the fourth straight session amid buzz of a potential MSCI Sta

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Diversification is SO Back

Wealth Management

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.

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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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Don’t Let NIGO Errors Keep You Up at Night | Hubly

Hubly

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 Operations Don’t Let NIGO Errors Keep You Up at Night Let’s look at the five most common NIGO mistakes and how to stop them at the source.

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JPMorgan Asks Court To Stop Ex-Advisor Who Joined Wells Fargo From Soliciting Clients

Wealth Management

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.

Clients 159
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Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds

Advisor Perspectives

As the second quarter earnings season kicks into gear, Wall Street analysts are forecasting modest earnings growth of 4.8% for companies in the S&P 500.

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M&A Advisory Gladstone Launches $500 RIA Seller Connection Service

Wealth Management

M&A consultancy Gladstone Group will put RIA sellers up for buyer review for an upfront $500 fee, calling it a “democratization” of the rampant deal space.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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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Tokenization Won’t Fix the Liquidity Problem, It Will Expose It

Advisor Perspectives

Tokenization of real assets might make l iquidity problems even more obvious. Making assets digital doesn't mean they'll be easier to sell or trade. It could just highlight how hard they really are to sell , and it won’t change the market demand either.

Assets 52
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Should you Buy, Sell or Hold this ICICI Group stock after announcing its Q1 results?

Trade Brains

Synopsis: ICICI Lombard reported strong Q1FY26 results with 28.7 percent PAT growth, driven by investment gains, while analysts like Motilal Oswal remain bullish with a target of Rs. 2,400, citing expected recovery in growth and profitability. An insurance company stock is in focus today after declaring financial results for Q1FY26. Check the article below to know about their performance and future target given by the analyst.

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Market Morning Notes For 16th July 2025

Fintoo

Market Commentary Global markets – US indices closed mixed on Tuesday following inflation data and Bank’s earnings. Dow Jones closed lower by 1 pct. While Nasdaq closed green by 0.2 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 44,023 -1.0 3.5 Nasdaq 20,677 0.2 7.1 Hang Seng 24,648 0.2 […] The post Market Morning Notes For 16th July 2025 appeared first on Fintoo Blog.

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Can Wall Street Help Solve the US Housing Crisis?

Advisor Perspectives

Housing affordability has become a flashpoint in the US economy. How can the country be truly wealthy when the bulk of a rising generation can’t afford a home?

Economy 52
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The New Way Remote Finance Teams Are Protecting Accuracy And Building Resilience In A Cyber-Threatened World

Speaker: Cheryl J. Muldrew-McMurtry

Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.