Clever Girl Finance

JUNE 29, 2025

Have you ever looked at your bank account and asked yourself, “Where did all my money go?” You’re not alone. Even with the best intentions, it’s easy to fall into spending patterns that quietly chip away at your budget, and hold you back from your financial goals. But here’s the good news: it’s not about deprivation. It’s about alignment. Aligning your spending with the life you’re building, not the one social media tries to sell you.

Budgeting

Nerd's Eye View

JULY 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the

Financial Planner

Trade Brains

JULY 4, 2025

The shares of this NBFC-Microfinance Institution, is in the spotlight after reporting a strong Q1FY26 update. Following the robust performance, the company’s stock surged by 9%, reflecting positive investor sentiment. With a market capitalization of Rs. 21,250 crore, the shares of CreditAccess Grameen Ltd was trading at Rs. 1,323.30 per share, up 6.63% from its previous close of Rs. 1,241.

Portfolio

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , 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.

Investments

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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.

Accounting

Abnormal Returns

JULY 2, 2025

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author of "Tightwads & Spendthrifts," to explore the psychology of spending (youtube.com) Rick Ferri talks with Phil DeMuth, author of "The Tax-Smart Donor.

Retirement

Calculated Risk

JUNE 30, 2025

Today, in the Calculated Risk Real Estate Newsletter: FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores A brief excerpt: Here are some graphs on outstanding mortgages by interest rate, the average mortgage interest rate, borrowers’ credit scores and current loan-to-value (LTV) from the FHFA’s National Mortgage Database through Q1 2025 (released last Friday).

Wealth Management

JULY 2, 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.

Financial Advisor

WiserAdvisor

JULY 2, 2025

Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 trillion, equating to $14,570 per person, a 7.5% increase from the previous year. This upward trend is expected to continue, with PwC projecting an 8% annual rise in medical costs for the Group market and 7.5% for the Individual market by 2025.

Healthcare

Carson Wealth

JULY 3, 2025

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From cooling inflation and potential Fed rate cuts to strong earnings and historical tailwinds, they unpack the data and sentiment driving today’s market optimism.

Economy

Trade Brains

JULY 2, 2025

The European Central Bank (ECB) is leaping into the blockchain era. As a result, its Governing Council approved two major projects yesterday. These initiatives will use central bank money for DLT settlements. This move aims to make European payments faster and safer. Furthermore, it signals strong commitment to modern financial infrastructure. ECB Greenlights Settlement Projects The ECB seeks efficiency gains through Distributed Ledger Technology.

Banking

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.

Budgeting

Wealth Management

JULY 2, 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.

Wealth Management

The Big Picture

JUNE 28, 2025

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • What’s Better Than U.S. Bonds for Downside Protection? If you want return, you have to take risk. There is no avoiding this universal truth of investing. So while you may employ one (or more) of the strategies discussed here to limit your future downside, keep in mind that the possibility of downside is how we earn our long-term

Investing

Abnormal Returns

JUNE 30, 2025

Podcasts Michael Batnick talks with Dave Nadig about the impact AI will have on the business of advice. (youtube.com) Michael Kitces and Carl Richards on the emotional challenges of working with HNW individuals. (kitces.com) Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. (podcasts.apple.com) Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther.

Wealth Management

Trade Brains

JUNE 29, 2025

Hong Kong boldly accelerates its crypto ambitions. The government just unveiled its second major digital asset policy statement. It aims to solidify its position as a global crypto hub. The new plan prioritises strong investor protection and risk management. Authorities target comprehensive regulation. Specifically, the Securities and Futures Commission (SFC) will oversee key players.

License

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.

Accounting

Wealth Management

JULY 3, 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.

Wealth Management

Nerd's Eye View

JULY 2, 2025

The first half of 2025 has been a wild ride, both in terms of news headlines and market movements. From tariffs, a market correction, and an escalating conflict in the Middle East to the dollar reaching a three-year low, the investment landscape presented many reasons for concern. Nonetheless, the market has staged one of the fastest recoveries in history, and the S&P 500 is hovering near all-time highs despite seeing its year-to-date return falling to a low of -15.3% in April.

Clients

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.

Startup

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.

Banking

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.

Management

Wealth Management

JULY 2, 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.

Planning

International College of Financial Planning

JULY 2, 2025

In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice.

Financial Planner

Alpha Architect

JULY 3, 2025

If you’re a factor investor, there will come a time where you will have to choose between mom and dad: Should you combine or separate your factor exposures? And make no mistake: You will have to make a decision! While there’s no right answer, the way you structure your portfolio can have significant implications for returns, costs, and even your own behavior as an investor.

Portfolio

Trade Brains

JUNE 29, 2025

Indian equity markets continued their upward momentum on Friday, extending gains for the third straight session. Investor sentiment remained upbeat, supported by easing geopolitical tensions and favorable global cues. Both benchmark indices showed strength, with the Nifty 50 and Sensex opening on a positive note and sustaining gains throughout the day.

Banking

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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.

Investments

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.

Clients

Validea

JULY 3, 2025

The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend growth demonstrates reliable earnings strength over decades. These firms have successfully navigated various economic conditions while continuing to boost their payouts, showcasing their capacity to produce dependable cash flows and allocate cap

Debt Management

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.

Marketing

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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

Clients

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.

Financial Advisor

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%.

Validea

JULY 1, 2025

Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s , major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual exam with room to spare, prompting a wave of capital return announcements. The major banks all announced stock buybacks or dividend increases — actions that reinforce confidence in the balance sheets and positioning going forward.

Banking

Trade Brains

JUNE 30, 2025

The 20 th century has seen a rise in numerous investment options, among these the gilt mutual funds (MFs) have emerged as one of the most reliable investment plans. Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI). These funds offer several benefits such as safety, reasonable returns, and even tax efficiency.

Portfolio

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.

Distribution