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.
Wealth Management
JULY 7, 2025
Explore how the new $15 million federal estate tax exemption affects lifetime transfer planning and strategies for high-net-worth clients.
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Trade Brains
JULY 11, 2025
Synopsis- Mutual funds offer diversification, growth potential, and long-term wealth creation. Explore the top 10 mutual funds that delivered the highest SIP and lump sum returns over the last 10 years. When you invest through SIPs, you put in money every month. Each month, the money invested purchases funds at different prices. XIRR depicts the average yearly profit percentage earned on invested money over time.
International College of Financial Planning
JULY 9, 2025
We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.
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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.
Calculated Risk
JULY 9, 2025
Different views on possible rate cuts (see paragraph 2). From the Fed: Minutes of the Federal Open Market Committee, June 17–18, 2025. Excerpt: In considering the outlook for monetary policy, participants generally agreed that, with economic growth and the labor market still solid and current monetary policy moderately or modestly restrictive, the Committee was well positioned to wait for more clarity on the outlook for inflation and economic activity.
Wealth Management
JULY 11, 2025
Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 9, 2025
The financial technology sector has evolved rapidly, driven largely by the growing use of APIs (Application Programming Interfaces). A fintech API platform allows businesses to connect their applications to a wide range of financial services in real time. By enabling fast integration, improved data exchange, and streamlined service delivery, these platforms have become a foundational element of modern fintech solutions.
WiserAdvisor
JULY 9, 2025
If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. And honestly, you are not entirely wrong. Self-investing, or DIY investing, is incredibly popular. Many people have managed their own investment portfolios and have seen great results.
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.
Abnormal Returns
JULY 9, 2025
Podcasts Barry Ritholtz talks retirement with Christine Benz, author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of Alpha Architect. (open.spotify.com) Christine Benz talks with JL Collins about the new edition of his book "The Simple Path to Wealth: Your road map to financial independence and a rich, free life.
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 8, 2025
The market responded in a bullish way on Tuesday. Indicating ongoing positive momentum, the Nifty 50 and BSE Sensex both finished higher, trading above all significant exponential moving averages. Improved retail confidence raised investor mood, although prudence persisted because of the expected results of the India-US trade pact. Due to robust stock-specific gains, the Realty and CPSE indexes performed better sectorally.
Nerd's Eye View
JULY 9, 2025
Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea
Wealth Management
JULY 8, 2025
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International College of Financial Planning
JULY 11, 2025
The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Every peak and trough, every rally and correction, carries within it a story of how investors feel and react, often more than how they think. Behavioural finance bridges the gap between rational theory and real-world decision making. It studies how people – despite data, logic, and expert advice – continue to make emotionally charged choices that often hurt their long-term goal
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
JULY 11, 2025
From Nick Villa at Moody's The Office Sector’s Double Whammy The ongoing challenges affecting the office sector have not only resulted in deteriorating space market fundamentals—evidenced by the record-high national office vacancy rate in the second quarter of 2025—but have also had a direct negative impact on capital market activities, including the performance of commercial mortgage-backed securities (CMBS).
Nerd's Eye View
JULY 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, with the regulator having talks with some state securities regulators (which would bear an increasing regulatory burden if the threshold were lifted
Wealth Management
JULY 8, 2025
BlackRock made another move to bolster its private market capabilities with the acquisition of net lease real estate firm ElmTree Funds. Private investment platform Linqto, which promised access to pre-IPO firms, filed for bankruptcy amid SEC scrutiny of its practices. These are among the investment must-reads we found this week for financial advisors.
Yardley Wealth Management
JULY 9, 2025
The post How Much Do You Really Know About Stock Market Indexes? appeared first on Yardley Wealth Management, LLC. How Much Do You Really Know About Stock Market Indexes? While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they’re important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.
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.
Carson Wealth
JULY 8, 2025
Buying a suit off the rack and wearing it “as is” can work. Buying a suit off the rack and tailoring it will likely give you a better fit and overall look. But there is nothing like a bespoke suit made just for you by a professional tailor. You can get the best fit possible when you have something made just for you. It can be designed to accentuate your best features, made in a color and style that will both please you and be appropriate for the occasion in which it will be worn.
Indigo Marketing Agency
JULY 5, 2025
5 Compliance Tips From a Financial Advisor Marketing Consultant Whether you’re creating a new website , publishing a blog post , or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. Compliance is not a “set it and forget it” part of your business; instead, it should play an active role when crafting financial services marketing materials, client communication, blog posts, etc.
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.
Advisor Perspectives
JULY 5, 2025
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses 10 subscriber-requested stocks that you asked to see, highlighting how FAST Graphs simplifies stock analysis. He reviews companies like AES Corporation, Amgen, Alibaba, and Chipotle, showing how FAST Graphs quickly reveals key data, such as earnings growth, dividend history, and valuation.
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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.
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.
Trade Brains
JULY 9, 2025
Synopsis- In May 2025, India’s headline CPI inflation dropped to 2.82%, the lowest in six years since February 2019. That’s good, but here’s what it really means: while grocery bills might seem stable, core inflation (excluding food and fuel) sits around 4.17–4.20%. That’s where everyday costs—like housing and transport are rising, squeezing retirees.
Wealth Management
JULY 11, 2025
Zeplyn's Era Jain details how the firm builds AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data.
Advisor Perspectives
JULY 7, 2025
U.S. stocks are no longer the best-performing asset class this year. Gold and foreign stocks are the best performers.
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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
Nerd's Eye View
JULY 8, 2025
Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien
Trade Brains
JULY 8, 2025
Hong Kong’s financial heavyweights are scrambling. Over 40 major banks, tech firms, and payment processors seek stablecoin licenses. Applications open August 1st under a new city law. Yet regulators expect just a tiny handful to win approval. This creates an intense competition right now. Local Chinese media reports confirm the strong interest.
Wealth Management
JULY 7, 2025
Bill Ramsay, the founder of Financial Symmetry, grew his RIA Edge 100 RIA firm organically with shared employee ownership and an internship program that has led to a young, invested team.
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
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.
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