The Future of Wealth Management: Transformation and Innovation
Wealth Management
JUNE 11, 2025
Brent Brodeski discusses how AI and fintech advancements are transforming wealth management, urging RIAs to adapt and seize value creation opportunities.
Wed.Jun 11, 2025
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Personal finance link: endings happen
Abnormal Returns
JUNE 11, 2025
Podcasts Carl Richards talks with Oliver Burkeman dig into the emotional undercurrents of financial life. (podcasts.apple.com) Amy Arnott and Christine Benz talk with Benjamin Felix about lessons learned from the Rational Reminder podcast. (morningstar.com) Sam Dogen talks with Joe Saul-Sehy from The Stacking Benjamins podcast to talk about creating your own life curriculum.
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Focused on the Future: Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent and AI’s Place in Planning
Wealth Management
JUNE 11, 2025
CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.
MBA: Mortgage Applications Increase in Latest MBA Weekly Survey
Calculated Risk
JUNE 11, 2025
From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 12.5 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey for the week ending June 6, 2025. Last week’s results included an adjustment for the Memorial Day holiday. The Market Composite Index, a measure of mortgage loan application volume, increased 12.5 percent on a seasonally adjusted basis from one week earlier.
Live Demo - Supercharge your Month End Close
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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
As Return Expectations Diminish, Individual Investors Put Their Trust in Financial Advisors
Wealth Management
JUNE 11, 2025
A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.
Thursday: PPI, Unemployment Claims, Flow of Funds
Calculated Risk
JUNE 11, 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 of 239 thousand, up from 247 thousand last week. • Also at 8:30 AM, The Producer Price Index for May from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.3% increase in core PPI. • At 12:00 PM, Q1 Flow of Funds Accounts of the United States from the Federal Reserve.
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YoY Measures of Inflation: Services, Goods and Shelter
Calculated Risk
JUNE 11, 2025
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 3.5% YoY. Click on graph for larger image. This graph shows the YoY price change for Services and Services less rent of shelter through May 2025.
Dynasty Brings on $2.6B Atlanta Team, Including Goldman Sachs Vets
Wealth Management
JUNE 11, 2025
Dynasty Financial Partners adds Anchyra Partners, an Atlanta-based team managing $2.6B in assets, led by Goldman Sachs alumni and industry veterans.
Wednesday links: fractured stories
Abnormal Returns
JUNE 11, 2025
Strategy Brett Steenbarger, "One of the most difficult forms of trading discipline can be the discipline to not trade." (traderfeed.blogspot.com) On the importance of avoiding stupid investing mistakes. (safalniveshak.com) Crypto On the odds of altcoin ETFs coming to market this Summer. (sherwood.news) The Bitcoin Treasury strategy is spreading. (wsj.com) Cable networks Why the Warner Bros.
$1.5B New York Team Joins Commonwealth From Osaic
Wealth Management
JUNE 11, 2025
Angelo Planning Group is one of Commonwealth’s largest affiliates to date, and the move comes several months after LPL Financial purchased the broker/dealer in a blockbuster deal.
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.
Cleveland Fed: Median CPI increased 0.2% and Trimmed-mean CPI increased 0.2% in May
Calculated Risk
JUNE 11, 2025
The Cleveland Fed released the median CPI and the trimmed-mean CPI. According to the Federal Reserve Bank of Cleveland, the median Consumer Price Index rose 0.2% in May. The 16% trimmed-mean Consumer Price Index increased 0.2%. "The median CPI and 16% trimmed-mean CPI are measures of core inflation calculated by the Federal Reserve Bank of Cleveland based on data released in the Bureau of Labor Statistics’ (BLS) monthly CPI report".
Future Advisors Are Seeking Robust RIA Internship Programs, Mentors
Wealth Management
JUNE 11, 2025
College students studying financial planning are predominantly interested in firms that can offer internships, pay for professional training, and show mission-driven cultures.
Indian Stock Market in 2025: A Global Rollercoaster
Fintoo
JUNE 11, 2025
2025 hasn’t been kind to the Indian stock market. From sudden dips to investor panic, a cocktail of global influences has turned the market into a rollercoaster. But if you’re wondering why this is happening—and more importantly, what you should do—you’re in the right place. Let’s break down the chaos and bring some clarity. Market […] The post Indian Stock Market in 2025: A Global Rollercoaster appeared first on Fintoo Blog.
401(k) Real Talk Episode 155: June 11, 2025
Wealth Management
JUNE 11, 2025
Fred Barstein provides open honest and candid discussion on this week's top RPA topics, including May's job numbers, Captrust's new M&A head, the Record Keeper Roundtable and more.
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.
₹1.4 Lakh Cr IPO Pipeline: Top 6 companies that are coming up with an IPO in 2025
Trade Brains
JUNE 11, 2025
India’s equity markets have rebounded strongly in 2025, with the Nifty surging nearly 15 percent from its 52-week lows amid easing geopolitical tensions and renewed foreign institutional investor inflows of over Rs 14,000 crore in just one month. The market outlook is bullish, driven by robust corporate earnings, favorable monsoon forecasts, and supportive global trade developments.
RIAs Must Dedicate Revenue, Time to Unlock Organic Growth
Wealth Management
JUNE 11, 2025
RIAs can unlock organic growth by “getting out of the grind” and creating repeatable operations to bring in new clients, said speakers at Wealth Management EDGE.
2nd Look at Local Housing Markets in May
Calculated Risk
JUNE 11, 2025
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in May A brief excerpt: I’ve rearranged these looks at local data with closed sales first, new listings second and active inventory at the end. I’ve also spelled Raleigh correctly! In May, sales in these early reporting markets were down 3.9% YoY. Last month, in April, these same markets were down 1.8% year-over-year Not Seasonally Adjusted (NSA).
Mastering Market Volatility: The Most Important Strategies to Focus on
Wealth Management
JUNE 11, 2025
Rafia Hasan discusses current market conditions, holistic financial planning and effective strategies for advisors to address client concerns in turbulent times.
2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year
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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
BLS: CPI Increased 0.1% in May; Core CPI increased 0.1%
Calculated Risk
JUNE 11, 2025
From the BLS : The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.1 percent on a seasonally adjusted basis in May, after rising 0.2 percent in April, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.4 percent before seasonal adjustment. The index for shelter rose 0.3 percent in May and was the primary factor in the all items monthly increase.
Focus Financial CEO Makes Case For RIA Age of 'Interdependence'
Wealth Management
JUNE 11, 2025
Michael Nathanson, who helped pioneer the mega-RIA, said the industry has moved beyond aggregation to interconnected firms that can meet advisor and client needs in areas including technology and broader services.
Navigating a Non-Protocol Transition: What Every Advisor Needs to Know Before Making a Move From a Captive Firm or Broker-Dealer
Advisor Perspectives
JUNE 11, 2025
Transitioning away from your current firm is always a big step, but leaving a non-Broker Protocol firm comes with unique complexities — and potential legal pitfalls — if you're not fully prepared.
Financial Feud: Wealth Management Execs Square Off
Wealth Management
JUNE 11, 2025
Rise Growth’s Joe Duran and Kitces.com’s Michael Kitces debate some of the most pressing issues in wealth management, including the need to have a brand, the value of private equity and whether culture matters.
Protect What Matters: Rethinking Finance Ops In A Digital World
Speaker: Cheryl J. Muldrew-McMurtry
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Market leader stock crashes over 6% after inclusion in Additional Surveillance Measures (ASM)
Trade Brains
JUNE 11, 2025
The shares of this leading stock exchange fell over 6 percent on Wednesday after the stock had been placed under the ASM List. In this article, we will understand what ASM is exactly and how it has affected the exchange. With a market capitalization of Rs 1,15,414 crores, the shares of BSE Ltd are currently trading at Rs 2,842 per share, down by 6.61 percent from its 52-week high of Rs 3,030 per share.
FPA Premieres New Behavior Skills Tool For Advisors
Wealth Management
JUNE 11, 2025
The organization’s “competency model” will focus on six areas, including client communication, leadership and professionalism, with a self-assessment and access to webinars and other tools.
Creating a Pipeline of Growth and Purpose to Develop a Better Client Experience, Ep #241
Financial Symmetry
JUNE 11, 2025
At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience. Over time, our program has grown into a foundational development engine, helping to shape the services Financial Symmetry offers and the team culture itself. What has emerged from these iterations is the recognition that our best chance of success comes from integrating interns directly into the firm’s core wealth management processes.
Scenes from Day 2 of Wealth Management EDGE
Wealth Management
JUNE 11, 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.
Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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.
What Rising HDFC Bank Share Prices Mean for Bank Nifty’s Outlook?
Trade Brains
JUNE 11, 2025
The HDFC Bank share continues to play a defining role in India’s financial markets, particularly in 2025. Its price movement has gone beyond reflecting individual performance it is now influencing the broader banking index, Bank Nifty , in a visible and consistent manner. As investors scan the charts and read the signals, one thing is certain: HDFC Bank’s trajectory matters more than ever to the sector as a whole.
It’s Crunch Time For Many Policyholders
Wealth Management
JUNE 11, 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.
Bitcoin Hits $110,000: Is a New All-Time High Just Days Away?
Trade Brains
JUNE 11, 2025
Bitcoin surged to $110,000 on June 11, marking a major milestone that has revitalised optimism across the cryptocurrency market. This latest rally has led many investors and analysts to anticipate a potential move toward new record highs in the near future. As the crypto market is trading in a strong bull run, Bitcoin is currently at $109,500 in the last 24 hours at the time of writing.
Private Market Asset Managers See RIA Channel As 'Fastest Growing Pool'
Wealth Management
JUNE 11, 2025
Private market investment providers believe the potential is great, but RIAs are still sorting through how to offer the alternative investments, according to a panel at Wealth Management EDGE.
What Your Financial Statements Are Telling You—And How to Listen!
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.
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