Wealth Management

JULY 8, 2025

Number 8860726. David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Calculated Risk

JULY 12, 2025

The key reports this week are June CPI, Retail Sales and Housing Starts. 8:30 AM: Retail sales for June is scheduled to be released. increase in retail sales. This graph shows retail sales since 1992. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). increase in core CPI.

Retail

Nerd's Eye View

JUNE 27, 2025

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

Financial Planner

Wealth Management

JULY 2, 2025

Number 8860726. RFG Advisory Launches Suite of Active ETFs Jun 25, 2025 fund flows ETFs global investing data ETFs Retail Investors Power US ETF Flows Past $500B in 2025 Despite Macro Risks Retail Investors Power US ETF Flows Past $500B Jun 24, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

Planning

Calculated Risk

MARCH 15, 2025

The key reports this week are February Retail sales, Housing Starts and Existing Home Sales. increase in retail sales. This graph shows retail sales since 1992. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline). The FOMC meets this week, and no change to policy is expected.

Retail

Calculated Risk

MAY 19, 2025

There were still a large number of ships unloading in April. Usually imports peak in the July to October period as retailers import goods for the Christmas holiday and then decline sharply and bottom in the Winter depending on the timing of the Chinese New Year. We should see a sharp drop in May traffic due to the tariffs.

Retail

Wealth Management

JUNE 26, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Clients

Wealth Management

JULY 30, 2025

Number 8860726. These models may yield numbers on paper, but they often misstate the real economics of the carry and can leave the transfer exposed to audit risk. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Estate Planning

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner

Calculated Risk

JUNE 14, 2025

The key reports this week are May Retail Sales and Housing Starts. up from -9.2. -- Tuesday, June 17th -- 8:30 AM: Retail sales for May is scheduled to be released. decrease in retail sales. This graph shows retail sales since 1992. The consensus is for a reading of -6.0, The consensus is for a 0.5%

Retail

Calculated Risk

JANUARY 15, 2025

Manufacturing decreased slightly on net, and a number of Districts said manufacturers were stockpiling inventories in anticipation of higher tariffs. Contacts in most Districts reported modest increases in selling prices, though there were instances of flat or decreasing prices as well, particularly in the retail and manufacturing sectors.

Economics

Calculated Risk

MARCH 16, 2025

Weekend: Schedule for Week of March 16, 2025 FOMC Preview Monday: At 8:30 AM ET, Retail sales for February is scheduled to be released. increase in retail sales. Any number below 50 indicates that more builders view sales conditions as poor than good. The consensus is for a 0.7% The consensus is for a reading of -2.0,

Retail

Calculated Risk

MAY 14, 2025

Also at 8:30 AM, Retail sales for April are scheduled to be released. increase in retail sales. Any number below 50 indicates that more builders view sales conditions as poor than good. Thursday: At 8:30 AM ET, The initial weekly unemployment claims report will be released. The consensus is for 0.1% The consensus is for a 0.3%

Retail

Wealth Management

JULY 2, 2025

Number 8860726. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Financial Advisor

Calculated Risk

JANUARY 11, 2025

The key reports this week are December CPI, retail sales, and housing starts. 8:30 AM: Retail sales for December is scheduled to be released. increase in retail sales. This graph shows retail sales since 1992. This is monthly retail sales and food service, seasonally adjusted (total and ex-gasoline).

Retail

Wealth Management

JULY 30, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Estate Planning

Wealth Management

JULY 30, 2025

Number 8860726. Growing number of RIAs joining aggregators [link] Preparing for private equity in DC plans [link] Is ERISA Litigation Bad or has it helped Improve 401(k) Plans? Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Estate Planning

Wealth Management

JULY 31, 2025

Number 8860726. We think about whether someone is working in a fee-for-service model, not just outsourcing to a number of other folks, or if they have a particular cadence of working with individuals.” Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Estate Planning

Nerd's Eye View

DECEMBER 2, 2024

Welcome to the December 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients

Wealth Management

JUNE 23, 2025

Number 8860726. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Assets

Validea

APRIL 4, 2025

The recent market sell-off, driven by rising tariff concerns and economic uncertainty, has significantly impacted retail and consumer-facing stocks. Using Valideas Guru Stock Screener, we’ve identified a number of quality retail stocks trading at that have declined significantly. Apparel Abercrombie & Fitch Co.

Retail

Clever Girl Finance

FEBRUARY 11, 2025

Likewise, if you have your credit card number memorized, cut it up and ask for a new one. Seeing those numbers grow will keep you motivated. Sometimes it’s better to start small and build on that, especially if you’re a big spender or rely on retail therapy to soothe yourself.

Budgeting

Wealth Management

JULY 31, 2025

Number 8860726. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Estate Planning

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Disappointing earnings on Tuesday from a large box retailer held back some gains in the broader S&P 500. Tip adapted from Green Matters 9 Weekly Riddle… A palindrome is any word, phrase, or number that reads the same, either forward or backward. 3 The Dow Industrials jumped out in front midweek and never looked back.

Marketing

The Big Picture

NOVEMBER 26, 2024

And find the entire musical playlist of At the Money on Spotify Responsible Crypto Investing Matt Hougan How should retail investors responsibly think about crypto? I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto. With crypto.

Investing

Your Richest Life

NOVEMBER 12, 2024

The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. Online and in-store retailers offer discounts all season long, and some are even better than the typical sale days. In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028.

Budgeting

Trade Brains

JULY 1, 2025

apiece, However, Kadensa Master Fund offloaded same number of shares. However, Kadensa Master Fund offloaded the same number of shares. However, Kadensa Master Fund offloaded the same number of shares. However, Kadensa Master Fund offloaded the same number of shares. This transaction valued at Rs 20.78

Banking

Trade Brains

JULY 30, 2025

Global Alignment: With over 100 countries experimenting with Central Bank Digital Currencies (CBDCs) in advance of potential rollouts, India is now aligned with this global phenomenon through the introduction of phased retail (CBDC-R) and wholesale (CBDC-W) pilots starting in late 2022, involving 17 banks and millions of users.

Banking

Clever Girl Finance

FEBRUARY 11, 2025

No impulse purchases or retail therapy. It’s a good idea to buy personal hygiene items in advance of your no spend month so you can reduce the number of essentials you need to get beforehand. Set a savings goal : Decide how much you want to save by the end of the month. No new clothes, beauty products, or gadgets.

Budgeting

Trade Brains

JULY 8, 2025

Improved retail confidence raised investor mood, although prudence persisted because of the expected results of the India-US trade pact. Although sceptical about the anticipated outcomes of the India-US trade agreement, both benchmark indexes recorded moderate increases powered by a rise in retail investor confidence.

Banking

Wealth Management

JULY 22, 2025

Number 8860726. That’s followed by the retail bank b/d, wirehouse and hybrid RIA channels. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. over the next five years.

Estate Planning

Trade Brains

JUNE 13, 2025

This move aims to enhance liquidity and make the stock more affordable for retail investors. While these actions will increase the number of outstanding shares substantially, they will not affect the overall value of shareholders’ investments. For example, if you hold 1 share with a face value of Rs. 1 face value shares.

Wealth Management

Abnormal Returns

DECEMBER 11, 2024

on.ft.com) Alternatives The number of hedge fund startups is dwindling. abnormalreturns.com) Research links: retail order flow. (on.ft.com) Memecoin pump-and-dumps have become normalized. defector.com) The celebrity memecoin playbook is now well developed. sherwood.news) Who is going to pay for crypto-enabled consumer fraud?

Startup

Wealth Management

JUNE 30, 2025

Number 8860726. He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Management

Clever Girl Finance

APRIL 22, 2025

Retail consignment 4. Retail consignment When things get tough, one of the first things people cut down on are new clothes. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. They aren’t likely to get rid of the person who knows the numbers.

Economy

Cornerstone Financial Advisory

NOVEMBER 11, 2024

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. Friday: Retail Sales. If you’re unsure what your “numbers” are, schedule a visit with your doctor to monitor them and understand why each is important. Weekly Jobless Claims.

Marketing

Trade Brains

JUNE 12, 2025

It operates in three complementary business areas, all of which incorporate ESG-focused offerings: French Retail Banking, Private Banking & Insurance; Global Banking and Investor Solutions; and Mobility, International Retail Banking & Financial Services. crores: ICICI Bank Limited With a market cap of Rs. on Thursday.

Banking