Wealth Management
JULY 1, 2025
More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook. These are among the investment must-reads we found this week for financial advisors.
Abnormal Returns
JULY 1, 2025
Quant stuff A round-up of recent white papers including 'AI Beneficiaries: Investing in Second-Order Effects.' (bpsandpieces.com) Jane Street has centralized its operations on an obscure programming language. (economist.com) Private equity A look at the fundamentals of private equity-owned firms. (mailchi.mp) Why manager selection matters so much for alternatives.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
JULY 1, 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.
Calculated Risk
JULY 1, 2025
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in May Excerpt: Freddie Mac reported that the Single-Family serious delinquency rate in May was 0.55%, down from 0.57% April. Freddie's rate is up year-over-year from 0.49% in May 2024, however, this is below the pre-pandemic level of 0.60%.
Advertisement
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
Wealth Management
JULY 1, 2025
Paul Trippe comes out of retirement to join Fidelis Capital, as the firm continues to bring private banking capabilities to the independent space.
Nerd's Eye View
JULY 1, 2025
Welcome everyone! Welcome to the 444th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Libby is the founder of The Efficient Advisor, a financial advisor coaching and consulting business based in Loveland, Ohio, that's focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JULY 1, 2025
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 8:15 AM, The ADP Employment Report for June. This report is for private payrolls only (no government). The consensus is for 110,000 payroll jobs added in June, up from 37,000 in May.
Wealth Management
JULY 1, 2025
Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of orchestrating successful M&A at Captrust.
Calculated Risk
JULY 1, 2025
From Cotality (formerly CoreLogic): US home price insights — July 2025 Spring homebuying season continues to be defined by slower price growth and tepid home buying activity. • Year-over-year price growth dipped to 1.8% in May 2025 , down from 5% price growth last May and slowest since the winter of 2012. • Seasonal increase in home prices continues to be weak, up 0.3% compared to the month before, and less than half of 0.8% increase typically seen between April and May • In more affordable Midw
Wealth Management
JULY 1, 2025
SGH Wealth Management's Sam Huszczo discusses the emerging movement of the next generation of financial advisors, the impact of demographic shifts and the growing youth in the industry.
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 1, 2025
Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. Known for its deep expertise in mergers and acquisitions, market-making, and wealth management, the firm plays a pivotal role in global capital markets, offering innovative financial solutions and strategic advisory services across diverse industries.
Wealth Management
JULY 1, 2025
Mercer Global Advisors acquires O'Brien Wealth Partners, a $1.1 billion AUM firm in Waltham, Mass., expanding its presence in the Greater Boston area.
Abnormal Returns
JULY 1, 2025
June 2025 How major asset classes performed in June 2025. (capitalspectator.com) The S&P 500 returned 5.09% in June 2025. (on.spdji.com) Companies What moves does Elon have left with Tesla ($TSLA)? (riskofruinpod.substack.com) Once unassailable, BP ($BP) is a potential takeover target. (nytimes.com) Finance On the conflicts of interest in private credit.
Wealth Management
JULY 1, 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.
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.
Calculated Risk
JULY 1, 2025
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.8 million in May , the U.S. Bureau of Labor Statistics reported today. Over the month, both hires and total separations were little changed at 5.5 million and 5.2 million, respectively. Within separations, quits (3.3 million) and layoffs and discharges (1.6 million) changed little. emphasis added The following graph shows job openings (black line), hires (dark blue), Layoff, Discharges and ot
Wealth Management
JULY 1, 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 1, 2025
Japanese gaming company CyberStep, famous for its online claw machine game Toreba, is making a bold move into cryptocurrency. The firm announced a new subsidiary, CRYPTECH Capital, to manage its crypto assets and explore Web3 opportunities. Initially, it will invest 200 million yen, with plans to scale up to 1 billion yen by 2026. Unlike traditional fundraising methods, CyberStep will create a “self-circulating token economy.” This means it will generate in-game tokens, exchange them
Wealth Management
JULY 1, 2025
Ambitious next-gen advisors can strategically approach firm ownership by initiating conversations, demonstrating value and understanding the succession process.
Advertisement
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
Trade Brains
JULY 1, 2025
Financially strong stocks belong to companies that demonstrate consistent profitability, strong revenue growth, and a healthy balance sheet with low debt. These companies typically have a competitive edge in their industry and generate steady cash flows, which helps them sustain growth and navigate economic challenges effectively. Investors favor these stocks because they tend to be more stable and less risky compared to others.
Wealth Management
JULY 1, 2025
Long-term care costs soar past $100,000 annually, with dementia care reaching $184,500. Advisors must prepare clients for this financial challenge.
Trade Brains
JULY 1, 2025
The Bangalore-Chennai Infrastructure Corridor (BCIC) is a flagship project of India’s National Industrial Corridor Development Programme that describes an ambitious undertaking of industrial development at the same time as improvement in transportation and connectivity. As the project is coming closer to the end, the impact can be felt especially around the highway in one particular sector- real estate.
Wealth Management
JULY 1, 2025
Global equities are in good health, government bond yields are becalmed and oil is trading in line with its five-year average. The dollar is the only casualty.
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.
Trade Brains
JULY 1, 2025
Leading brokerage firm Emkay Global has flagged concerns regarding the management efficiencies going inside the bank. In this article, we will discuss more about this in detail. With a market capitalisation of Rs 7,414 crores, the shares of Karnataka Bank Ltd are currently trading at Rs 196 per share, down by 20 percent from its 52-week high of Rs 245 per share.
Calculated Risk
JULY 1, 2025
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI® was at 49.0% in June, up from 48.5% in May. The employment index was at 45.0%, down from 46.8% the previous month, and the new orders index was at 46.2%, down from 47.6%. From ISM: Manufacturing PMI® at 49% June 2025 Manufacturing ISM® Report On Business® The report was issued today by Susan Spence, MBA, Chair of the Institute for Supply Management® (ISM®) Manufacturing Business Survey Committee: “ The Manufactur
Trade Brains
JULY 1, 2025
Delhi NCR (National Capital Region) is undergoing a significant evolution in infrastructure. New expressways, metro extensions, and a world-class new international airport are transforming the area—not just in terms of improved mobility, but also by rewriting the rules of the real estate market. Let’s take a look at how the property trends, buyer preferences, and interesting new hotspots are being influenced by the Dwarka Expressway, Jewar International Airport, Aqua Line Metro Expansion, Namo B
Calculated Risk
JULY 1, 2025
From the Census Bureau reported that overall construction spending decreased: Construction spending during May 2025 was estimated at a seasonally adjusted annual rate of $2,138.2 billion, 0.3 percent below the revised April estimate of $2,145.5 billion. The May figure is 3.5 percent below the May 2024 estimate of $2,215.4 billion. emphasis added Private spending decreased and public spending increased slightly: Spending on private construction was at a seasonally adjusted annual rate of $1,626.6
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Trade Brains
JULY 1, 2025
According to Jefferies, India is gearing up for a significant surge in equity supply, surging upto Rs 7 lakh crore, in the next nine months of this financial year (FY26). This inflow is expected to come from various sectors through IPOs, stake sales, and private equity (PE) exits. The government plans to raise around Rs 25,680 crore ($3 billion) by offloading stakes in public sector companies where it holds more than 75%, alongside the anticipated disinvestment of IDBI Bank.
Investment Writing
JULY 1, 2025
Creating content for an AI world Traditional content is less successful in a world increasingly dominated by artificial intelligence (AI). Your potential customers are relying less on traditional search engines. “Because content discovery mechanisms that marketers have relied on for decades are being fundamentally disrupted. Users are bypassing the entire traditional search ecosystem and instead asking AI for answers directly,” according to “ The Future of Content(ly) ” on Contently’s The Conte
NAIFA Advisor Today
JULY 1, 2025
When you meet Maureen Kirschhofer, you quickly realize you're speaking with someone whose life has been marked by reinvention, resilience, and remarkable leadership. From her early days as an art teacher to becoming a trailblazing manager in the insurance industry, Maureen’s story is as colorful and compelling as one of her paintings.
Trade Brains
JULY 1, 2025
A leading infrastructure company is back in the spotlight after announcing fresh orders worth Rs 1,690.51 crore in June 2025. The stock jumped nearly 3% following the exchange filing, bringing investor attention to its growing order book and potential upside. With a market capitalization of Rs 14,541 Crores, the share price of NCC Ltd was trading almost 3% up to hit an intraday high of Rs 236.95 per share from its previous closing price of Rs 230.45 per share.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Expert insights. Personalized for you.
283 
Let's personalize your content