Wealth Management
JULY 10, 2025
Tony Parr shares Parr McKnight Wealth Management Group's journey at Wells Fargo Private Client Group, and how it leveraged the firm’s independent channels to achieve a “frictionless” launch of its RIA.
Advisor Perspectives
JULY 10, 2025
The Treasury market rallied after an auction of 10-year notes drew strong demand, easing concerns that investors will balk at financing swelling US deficits.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Wealth Management
JULY 10, 2025
The commitments from T. Rowe Price, SurgoCap, BNY, State Street and others bring iCapital's valuation to $7.5 billion.
Nerd's Eye View
JULY 10, 2025
As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. This holistic approach to financial advice, often referred to as life planning, focuses on helping the advisor understand the client’s financial history, deep-seated goals, and overall relationship with money, which can allow for more targeted and comprehensive advice.
Advertisement
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.
Wealth Management
JULY 10, 2025
An attorney in the class action complaint filed by former Morgan Stanley advisors called the ruling the end of “quite a saga of twists and turns” that could assist reps looking to recoup compensation from the wirehouse in arbitration.
Million Dollar Round Table (MDRT)
JULY 10, 2025
By Kennedy Sumarlie, AWP Running out of prospects is a common concern for many financial advisors. It’s an issue we must face and take action on now if we want to have future clients. One way to address this is to ask existing clients for new contacts. For this to work well, though, we must go about it effectively. One of my good friends, Arvita Mersilia , a six-year MDRT member and Court of the Table member, asks for at least three recommendations from her clients when she delivers the insuranc
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 10, 2025
Synopsis- CEO of Mirai Labs, uncovers a 30,000-phone bot farm in Vietnam exploiting crypto airdrops. This industrial-scale fraud threatens Web3 integrity, revealing how sophisticated, hidden operations siphon millions from real users. Imagine a room smaller than your apartment. Now cram 30,000 smartphones inside. Disturbingly, this isn’t sci-fi.
Wealth Management
JULY 10, 2025
LPL Financial adds an $870 million team to its Linsco channel while Osaic adds a $400 million Ohio firm.
Carson Wealth
JULY 10, 2025
Whether you’re an experienced investor or new to the market, 2025 has brought an unprecedented degree of simultaneous market momentum and uncertainty. The first half of the year saw both sharp market swings and heightened volatility, leaving many investors feeling like they’re navigating uncharted waters. With shifting tariff policies, proposed tax cuts, and a potentially higher federal deficit, market stability might seem like a distant opportunity.
Wealth Management
JULY 10, 2025
Life’s milestones don't take a vacation, and neither does the demand for sound financial advice.
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.
Trade Brains
JULY 10, 2025
The 200-day Exponential Moving Average (EMA) is a widely used long-term technical indicator that tracks a stock’s weighted average closing price over the past 200 trading days, with greater emphasis on recent prices. It helps smooth out short-term volatility while staying responsive to trend changes. When the stock trades above the 200-day EMA, it indicates bullish momentum; trading below it signals a bearish trend.
Carson Wealth
JULY 10, 2025
We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5 , featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be headed in the second half of the year. Key Takeaways Why we don’t expect a recession in 2025—even with some economic soft spots.
Advisor Perspectives
JULY 10, 2025
In this article, you’ll learn how to evaluate crypto ETFs with the same rigor you apply to traditional investment products.
Trade Brains
JULY 10, 2025
Global markets are shaken today. President Donald Trump has ignited fresh trade wars. His administration delivered grim letters to key allies. Japan faces a punishing 25% tariff on all exports to America, starting sharply on August 1st. This move directly targets Japan’s vital auto and tech sectors. Following this, the Japanese Yen is tumbling against the surging US dollar.
Advertisement
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.
Wealth Management
JULY 10, 2025
Explore the trade-offs between comfort and growth for financial advisors, as the industry landscape evolves and challenges the status quo in 2025.
Validea
JULY 10, 2025
Dividend growth stocks form a cornerstone of long-term wealth building by offering investors a dual benefit: consistent income streams and opportunities for capital appreciation. These investments represent companies that systematically increase their dividend payments year after year, demonstrating robust financial health, stable business models, and a commitment to returning value to shareholders.
Wealth Management
JULY 10, 2025
Hudson River Wealth Management, an eight-member team managing $1.7 billion in assets, joins RBC Wealth Management’s Westchester, N.Y. branch from UBS.
Advisor Perspectives
JULY 10, 2025
Global central bankers have ducked a chance to push for tight borrowing constraints on the biggest hedge funds, whose importance to core government bond and other financial markets has grown enormously in the past decade.
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.
Wealth Management
JULY 10, 2025
Advisor Anna Rathbun goes live with Grenadilla Advisory, a Cleveland-based RIA specializing in creating personalized alternative investment portfolios for clients.
Trade Brains
JULY 10, 2025
On Thursday, the market opened positively but faced consistent selling pressure, closing on a negative note. Both the Nifty 50 and Sensex reversed early gains and ended lower, despite holding above key technical support levels. Sector-wise, realty and metal stocks saw buying interest, while healthcare and pharma stocks witnessed notable declines. Asian markets showed mixed reactions, with some supported by gains in tech and semiconductors, while others fell due to currency pressures and trade co
Wealth Management
JULY 10, 2025
According to PIABA President Adam Gana, unpaid awards are a “multimillion-dollar crisis” for both the brokerage self-regulatory organization and harmed investors.
Trade Brains
JULY 10, 2025
Shares of Asset Management Companies (AMCs) came into focus after the Association of Mutual Funds in India (AMFI) released mutual fund data for June 2025. The report showed a notable recovery in equity mutual fund inflows, offering a positive signal after several months of decline. Net inflows into equity mutual funds moved up by 24 percent in June 2025 to Rs. 23,587 crores, marking a reversal after five consecutive months of decline.
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
Advisor Perspectives
JULY 10, 2025
Private equity firms are bringing their portfolio companies back to the US IPO market, testing investor demand for firms that have more debt than other recent listings.
Trade Brains
JULY 10, 2025
Nifty 50 opened at 25,255.50, down by 99.80 points (-0.39%) from its previous close of 25,355.25. Bank Nifty began the session at 56,843.45, declining 112.55 points (-0.20%) from its prior close of 56,956. Sensex started at 82,820.76, falling 369.52 points (-0.44%) compared to the previous close of 83,190.28. Gift Nifty opened at 25,295.50. Global index as of 11 July 2025 (IST): DOW 30 rose by 192.34 points, closing at 44,650.60 (+0.43%).
Random Roger's Retirement Planning
JULY 10, 2025
Bloomberg had a little fun noting the T-bill & Chill rotation going from iShares 20+ Yr Treasury ETF (TLT) to SGOV which is a very short term T-bill ETF. Although not articulated this way, in the last few days we've looked at a couple of ways to find T-bill volatility but with higher yields than T-bills. The funds used to compare to SGOV, you could use BIL just as easily, are just examples, there are more than just four.
Trade Brains
JULY 10, 2025
Synopsis- Bitcoin’s price surge dazzled Indian investors, delivering over 123% gains last year. Yet, celebrating profits feels impossible under India’s harsh crypto tax regime. A steep 30% flat tax, a relentless 1% transaction levy (TDS), and draconian loss rules cripple returns. As a result, traders are scrambling for exits. Some embrace legal alternatives; others vanish into regulatory shadows.
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.
Wealth Management
JULY 10, 2025
Direct lenders compete with syndicated market by offering increased leverage ratios, giving companies flexibility for acquisitions and dividend payouts.
Trade Brains
JULY 10, 2025
Bernstein holds a positive outlook on India’s housing finance sector, citing structural growth and resilience. It initiated ‘Buy’ ratings on Home First, Aptus, and Aadhar Housing, highlighting scalability, rate resilience, and strong AUM growth potential. India’s housing finance sector is experiencing robust growth, with the total outstanding housing loans reaching ₹33 trillion as of March 2024.
Wealthfront
JULY 10, 2025
Financial markets are always unpredictable, and that’s been especially true so far in 2025. After early April volatility related to early tariff announcements that included the biggest single-day drop in the S&P 500® since 2020, the US stock market rebounded and ended the first half of the year at an all-time high. Then, just a […] The post Summer 2025 Market & Investor Trends appeared first on Wealthfront Blog.
Trade Brains
JULY 10, 2025
Effective Yield of up to 10.50% per annum Credit Rating: Crisil A+/ Stable by Crisil Ratings Limited Trading in dematerialized form only Allotment, in consultation with BSE Limited (the “ Designated Stock Exchange”) , shall be made on the basis of the date of upload of the application into the electronic book of BSE Limited. However, on the date of oversubscription and thereafter, the allotments shall be made to the applicants on a proportionate basis Mumbai, July 8, 2025: Edelweiss Financial Se
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
Expert insights. Personalized for you.
Let's personalize your content