Wealth Management
JUNE 26, 2025
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The Big Picture
JUNE 26, 2025
“One of the most bullish things that can happen to any market is for it to reach new multi-year highs.“ Bloomberg, March 5, 2014 Markets closed at a new all-time high today. The usual suspects have already proffered their litany of horrors – valuations are too high, gains are too narrow, we havbe market concentrated and a toppy feel, to say nothing about all of the new geopolitical risks that continue to accumulate in tariffs war and oil prices.
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Wealth Management
JUNE 26, 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
JUNE 26, 2025
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 1.7% Below 2022 Peak Excerpt: It has been 19 years since the housing bubble peak, ancient history for many readers! In the April Case-Shiller house price index released Tuesday, the seasonally adjusted National Index (SA), was reported as being 78% above the bubble peak in 2006.
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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
Wealth Management
JUNE 26, 2025
Former Merrill Lynch advisor Michael Henley reveals how his tax-centric approach and strategic vision helped Brandywine Oak Private Wealth double AUM to $1.5 billion since breaking away in 2018.
Nerd's Eye View
JUNE 26, 2025
In recent years, financial advice has expanded beyond spreadsheets and technical strategies to consider the behavioral and emotional factors driving clients’ relationships with money. Advisors today often serve not just as technical experts but also as thinking partners – helping clients process their money stories, explore values, and determine what they want their wealth to accomplish.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Calculated Risk
JUNE 26, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: • At 8:30 AM ET: Personal Income and Outlays, May 2024. The consensus is for a 0.4% increase in personal income, and for a 0.3% increase in personal spending. And for the Core PCE price index to increase 0.1%. PCE prices are expected to be up 2.2% YoY, and core PCE prices up 2.5% YoY. • At 10:00 AM: University of Michigan's Consumer sentiment index (Final for June).
Wealth Management
JUNE 26, 2025
Financial advisors must consider the unexpected costs of end-of-life care in retirement planning to help clients prepare for potential care bombs.
Abnormal Returns
JUNE 26, 2025
Strategy Stop looking for a turnaround in active management performance. (wealthmanagement.com) Set-it-and-forget-it is working for investors. (jeffreyptak.substack.com) Crypto In-kind redemption is coming for crypto ETFs. (theblock.co) Stablecoins may not be money, but they are not going anywhere. (ft.com) Fund management Blackrock ($BLK) is planning to include private equity and credit in target-date funds.
Wealth Management
JUNE 26, 2025
Reverence Capital-backed SEIA quickly replaced an open CFO slot with Stephen Masterson shortly after hiring new President Matt Matrisian from AssetMark and bolstering its senior leadership team.
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.
Calculated Risk
JUNE 26, 2025
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 31.5% YoY, but still down 14.4% compared to the 2017 to 2019 same month levels. Here is their weekly report: Weekly Housing Trends: Latest Data as of June 21 • Active inventory climbed 27.5% year over year The number of homes actively for sale remains on a strong upward trajectory, n
Wealth Management
JUNE 26, 2025
BlackRock's Rick Rieder discusses economic outlook and fixed income opportunities, while Vanguard's Salin Ramji highlights expansion into savings and advice at the Morningstar conference.
Calculated Risk
JUNE 26, 2025
From the NAR: NAR Pending Home Sales Report Reveals 1.8% Increase in May Pending home sales increased by 1.8% in May from the prior month and 1.1% year-over-year , according to the National Association of REALTORS® Pending Home Sales report. All four U.S. regions experienced month-over-month increases – most notably the West. Year-over-year, contract signings rose in the Midwest and South, while they fell in the Northeast and West.
Wealth Management
JUNE 26, 2025
Five age-based milestones and life events present more than 40 million opportunities for advisors to showcase their care and expertise beyond traditional investment strategies, build trust and create after-tax value.
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
JUNE 26, 2025
From the BEA: Gross Domestic Product, 1st Quarter 2025 (Third Estimate), GDP by Industry, and Corporate Profits (Revised) Real gross domestic product (GDP) decreased at an annual rate of 0.5 percent in the first quarter of 2025 (January, February, and March), according to the third estimate released by the U.S. Bureau of Economic Analysis. In the fourth quarter of 2024, real GDP increased 2.4 percent.
Wealth Management
JUNE 26, 2025
UBS Group is the distribution platform for Carlyle’s initiative, giving the Swiss bank’s network of wealthy individuals and financial advisors a piece of Carlyle’s bets.
Calculated Risk
JUNE 26, 2025
The DOL reported : In the week ending June 21, the advance figure for seasonally adjusted initial claims was 236,000 , a decrease of 10,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 245,000 to 246,000. The 4-week moving average was 245,000, a decrease of 750 from the previous week's revised average.
A Wealth of Common Sense
JUNE 26, 2025
A reader asks: How do young people get rich besides crypto? Young people becoming fabulously wealthy is still a relatively new phenomenon. Jerry Seinfeld once said, “The eighties was the first time that young guys could make a lot of money fast. Never existed before. Rich guys were Aristotle Onassis, Andrew Carnegie, shipping, iron. You couldn’t make a lot of money fast in those days.
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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
Fintoo
JUNE 26, 2025
Why cybersecurity is the new cornerstone of wealth protection in 2025 The way we understand, grow, and store wealth has transformed drastically. Once confined to paper certificates, vaults, and real estate deeds, wealth today lives in the cloud, in digital wallets, on investment platforms, and across financial apps. But with this evolution comes a sobering […] The post How to Safeguard Your Digital Wealth appeared first on Fintoo Blog.
Trade Brains
JUNE 26, 2025
In this article, we look at two stocks, one from the railways and another from the life insurance sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 15%. We also analyzed the market’s performance yesterday to understand what may lie ahead for the stock indices in the coming days. IRCTC Ltd CMP: ₹ 773 Target: ₹ 923 Upside: 19% Time frame: 16-24 Months Why it’s recommended: The company has done well financially throughout the years.
SEI
JUNE 26, 2025
SEI® announced the findings of comprehensive research examining consolidation in the UK wealth management sector.
Trade Brains
JUNE 26, 2025
The shares of the insurance service provider jumped up to 2 percent in today’s trading session after prominent FII like Goldman Sachs, Morgan Stanley, Societe Generale, and others bought stake in the company. With a market capitalization of Rs 85,300.15 crore, the shares of PB Fintech Ltd were trading at Rs 1,857.35 per share, increasing around 1.23 percent as compared to the previous closing price of Rs 1,834.70 apiece.
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.
FMG
JUNE 26, 2025
Podcasts continue to grow in popularity. They educate, entertain, and build credibility. For financial advisors, that means an opportunity. Adding a podcast to your website isn’t just about sounding modern – it’s about showing value in a format today’s clients want. The podcast feature on advisor websites goes beyond uploading an audio file. The best advisor sites use smart design, clear calls-to-action (CTAs), and helpful layouts to make their podcast section work for them – not against them.
Trade Brains
JUNE 26, 2025
State Bank of India (SBI) is gearing up for a colossal share sale. The nation’s largest lender picked six top investment banks. They will manage its planned $3 billion equity offering. This fundraising ranks among India’s biggest ever. Sources familiar confirmed the appointments late Wednesday. Chosen banks include Citigroup and HSBC’s India units.
Advisor Perspectives
JUNE 26, 2025
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
Trade Brains
JUNE 26, 2025
In a huge relief to electricity consumers, the Maharashtra Government has announced a multi-phased reduction in power tariffs, a historic first in Maharashtra. The tariffs will be reduced to 26% over 5 years, starting with the initial 10% reduction in FY 2026. Chief Minister Devendra Fadnavis announced that the Maharashtra Electricity Regulatory Commission (MERC) has accepted MSEDCL’s(Maharashtra’s leading electricity distribution utility) proposal.
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.
Advisor Perspectives
JUNE 26, 2025
Target-date fund glide paths can be important tools for retirement planning. Advisors should focus on assumptions, transparency, and outcomes to ensure they align with participants' needs.
Trade Brains
JUNE 26, 2025
This telecom sector stock, which was once a shining star in India, experienced dramatic ups and downs. At its peak, it was considered a multibagger stock, delivering massive returns for investors. However, in recent years, it has turned into a “multibegger,” a term used for stocks that destroy wealth due to poor performance. For example, if someone had invested Rs. 1 lakh in the company’s stock 18 years ago, it would have turned into around Rs. 210 today, reflecting a crash of nearly
Advisor Perspectives
JUNE 26, 2025
Ken Moelis, the veteran Wall Street dealmaker, predicted a golden era of prosperity across the globe, shrugging off tariff uncertainty and wars in the Middle East.
Trade Brains
JUNE 26, 2025
Ahead of the forthcoming NIFTY 50 index rejig (June 27, 2025), a number of large-cap Indian stocks are likely to see a change in their weightages, triggering passive flows from funds tracking the index. As per Nuvama Alternative & Quantitative Research, some companies will benefit from an increase in weightage that will lead to a sizeable inflow, and others will see a small outflow due to reduced weightage in the index.
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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