Sat.Jul 12, 2025 - Fri.Jul 18, 2025

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Zephyr's Adjusted for Risk: How Private Credit Is Reshaping Investment Strategies

Wealth Management

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

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Weekend Reading For Financial Planners (July 19–20)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey by Vanguard found while only 38% of investors reported considering time savings when signing up to receive financial advice , 76% of clients report saving time from working with an advisor (with a median of two hours per week, or more than 100 hours per year), suggesting that advisors can sell their value not only through the financial and emotional b

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At The Money: How to Spend Your Money in Retirement

The Big Picture

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. Full transcript below. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and W

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Technical View: Nifty, Bank Nifty & Sensex Trade Setup and Key levels to watch for 17th July

Trade Brains

On Wednesday, the Nifty 50 opened flat at 25,196.60 and closed slightly higher at 25,212.05, gaining 16.25 points or 0.06%. The Sensex also edged up by 63.57 points to end at 82,634.48. Despite the modest gains, investor sentiment remained cautious due to a weak start to the earnings season and mixed global cues, leading to ongoing market volatility.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

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.

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Five Key Provisions of New Tax Law Affecting Estate Planning

Wealth Management

New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.

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A Beginner’s Guide to Market Investment Terms

Carson Wealth

Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings.

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5 Financially strong mid cap stocks with high piotroski score of 9 to add to your watchlist

Trade Brains

The Piotroski Score is a financial tool that assesses a company’s financial strength on a scale of 0 to 9, with higher scores reflecting better performance. Commonly used by value investors, it helps identify financially sound investment opportunities. A lower score suggests weaker financial health and may signal higher investment risk. Financially strong stocks represent companies with solid financial fundamentals, including consistent revenue, profits, healthy cash flow, and strong market posi

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The Diamond Podcast for Financial Advisors: The Evolution of an Ex-Wirehouse Advisor’s $3B Business

Wealth Management

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners.

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Tuesday: CPI, NY Fed Mfg

Calculated Risk

From Matthew Graham at Mortgage News Daily: Mortgage Rates Just a Hair Higher Ahead of Important Inflation Report Today's movement in mortgage rates, in and of itself, is barely worth mentioning. The average lender remains close enough to Friday's levels but is technically just a hair higher. That fact is offset by the counterpoint that most of the past two months saw higher rates.

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The 2025 Alternative Investment Tax Guide for High-Income Filers

Harness Wealth

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for.

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You upgrade everything else. Why not your close process?

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.

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The (Muted) Impact of Tariffs on Inflation

The Big Picture

I wanted to drop a quick note regarding some recent CPI data and tariffs. There is a fundamental misunderstanding (aka political spin) about the impact of tariffs. It won’t take very much math to put the effect of tariffs into a broader context. The United States is a ~$30 trillion economy; 70% of this annual activity is consumer spending. And, more than half of that is Services spending.

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Debating Private vs. Public Infrastructure in Client Portfolios

Wealth Management

Explore the performance, volatility and diversification benefits of private and public infrastructure investments for wealth managers and financial advisors.

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Fed's Beige Book: "Economic activity increased slightly"

Calculated Risk

Fed's Beige Book Economic activity increased slightly from late May through early July. Five Districts reported slight or modest gains, five had flat activity, and the remaining two Districts noted modest declines in activity. That represented an improvement over the previous report, in which half of Districts reported at least slight declines in activity.

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Best Performing Multi-Asset Allocation Funds in 2025 – Is Your Fund on the List?

Trade Brains

Synopsis- Multi Asset Allocation Funds offer diversified investment in equity, debt and commodities especially gold,making them balanced investment in the volatile markets. These funds help in reducing risk and maintaining stable gains. In this article, we rank the best performing Multi-Asset Allocation Funds in 2025 based on 3 year SIP XIRR performance and other key metrics. 1.

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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.

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Edward Fishman on Chokepoints, Weaponizing Finance, and What It Means for Portfolios

Steve Sanduski

Guest: Edward Fishman, Senior Research Scholar in the Faculty of International and Public Affairs; Adjunct Professor of International and Public Affairs at Columbia University.  Edward is the author of a new book called Chokepoints: American Power in the Age of Economic Warfare. In a nutshell: What if the most powerful weapon of the 21st century isn’t a missile, but a few entries in a computer?

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

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.

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Will House Prices Decline Nationally in 2025?

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Will House Prices Decline Nationally in 2025? A brief excerpt: Most forecasts for 2025 were for U.S. house prices to increase modestly in the 3% to 4% range. My early view was “mostly flat prices nationally in 2025” with some areas seeing price declines. I didn’t expect either a crash in prices or a surge in prices.

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Banks Are Bringing Boots $4.25 Billion Buyout Debt to Market

Advisor Perspectives

Banks are looking to sell $2.25 billion of term loans and $2 billion equivalent of bonds for Boots, to help finance its acquisition by US private equity firm Sycamore Partners, according to people familiar with the matter.

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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.

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1031 Exchanges vs. Opportunity Zone investments

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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Schwab Reports Overall Growth for RIAs, With Capacity Issues Emerging

Wealth Management

RIAs saw strong growth in 2024, with increases in AUM, revenue and clients, but face capacity constraints and service demands, Schwab's study reveals.

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Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning

Nerd's Eye View

After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the widely anticipated legislation extending and replacing TCJA – also known as the "One Big Beautiful Bill Act" (OBBBA) – was signed into law on July 4, 2025. At its core, OBBBA makes permanent many of the provisions of the original TCJA, including TCJA's tax brackets, increased standard deduction, Section 199A deduction for Qualified Business Income (QBI), and increased Child Ta

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US Passes Genius Act; New Law for Crypto and Stablecoins

Trade Brains

Synopsis- A major shift just hit the U.S. crypto world. The House of Representatives decisively passed the GENIUS Act yesterday. As a result, the first significant federal crypto regulation now advances. President Donald Trump eagerly awaits the bill. He is expected to sign it soon. This victory marks a stunning turnaround for the industry. Previously, crypto firms faced regulatory resistance.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Goldman Posts Best Stock-Trading Quarter in Wall Street History

Advisor Perspectives

Goldman Sachs Group Inc.’s stock traders posted the largest revenue haul in Wall Street history, as volatility sparked by the Trump administration’s trade war spurred a second straight record quarter for the unit.

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SEI to Buy Majority Stake in $37B Stratos Wealth

Wealth Management

SEI, the financial technology and turnkey asset manager, is set to buy a majority stake in Stratos’ RIA and broker/dealer, providing it with a national network for its offerings.

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Identifying The ‘Right’ Balance Of Personalization And (Time) Cost Of Client Touchpoints To Boost ROI

Nerd's Eye View

For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.

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Do Smart Machines Make Smarter Trades?

Alpha Architect

Can machine learning models help us exploit stock market anomalies more effectively? This paper says yes—but with a few important caveats. By applying gradient boosting algorithms to a wide array of established anomalies (like value, momentum, and quality), the authors show that machine learning methods can significantly improve the performance of long-short strategies.

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Live Demo - Supercharge your Month End Close

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

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The Emotional and Time Value of Advice

Advisor Perspectives

In this paper, we study the emotional benefits and time-saving value that paid professional financial advice provides to clients.

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J.D. Power Study Finds 46% of Financial Advisors to Retire by 2035

Wealth Management

J.D. Power’s annual survey of nearly 3,700 advisors forecasts a pending “talent crisis.“ In addition, LPL’s Commonwealth snags its 12th top satisfaction ranking among independent advisors, and Stifel leads for employee advisors.

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Thursday: Retail Sales, Unemployment Claims, Philly Fed Mfg, Homebuilder Survey

Calculated Risk

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 to increase to 235 thousand from 233 thousand last week. • Also at 8:30 AM, Retail sales for June is scheduled to be released. The consensus is for a 0.2% increase in retail sales. • Also at 8:30 AM, the Philly Fed manufacturing survey for July.

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Understanding business development companies

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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The New Way Remote Finance Teams Are Protecting Accuracy And Building Resilience In A Cyber-Threatened World

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.