Thu.Jul 10, 2025

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iCapital Raises $820M in Latest Financing Round

Wealth Management

The commitments from T. Rowe Price, SurgoCap, BNY, State Street and others bring iCapital's valuation to $7.5 billion.

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Kitces & Carl Ep 168: Do You Really Have To Go Deep With Every New Client In The First Meeting?

Nerd's Eye View

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.

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Former CBIZ CIO Launches New RIA with Alts Focus

Wealth Management

Advisor Anna Rathbun goes live with Grenadilla Advisory, a Cleveland-based RIA specializing in creating personalized alternative investment portfolios for clients.

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Part 2: Current State of the Housing Market; Overview for mid-July 2025

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July 2025 A brief excerpt: Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-July 2025 I reviewed home inventory, housing starts and sales. I noted that the key stories for existing homes are that inventory is increasing sharply, and sales are essentially flat compared to last year (and sales in 2024 were the lowest since 1995).

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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 Diamond Podcast for Financial Advisors: A Billion-Dollar RIA’s Seamless Evolution

Wealth Management

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.

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Weekly Initial Unemployment Claims Decrease to 227,000

Calculated Risk

The DOL reported : In the week ending July 5, the advance figure for seasonally adjusted initial claims was 227,000, a decrease of 5,000 from the previous week's revised level. The previous week's level was revised down by 1,000 from 233,000 to 232,000. The 4-week moving average was 235,500, a decrease of 5,750 from the previous week's revised average.

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More Trending

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US Treasuries Jump as Strong Auction Calms Investor Jitters

Advisor Perspectives

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.

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There Will Be No Summer Lull for Financial Advisors This Year

Wealth Management

Life’s milestones don't take a vacation, and neither does the demand for sound financial advice.

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4 Tips for Navigating Uncharted Financial Waters

Carson Wealth

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.

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Bernstein Picks: 3 Stocks to Benefit from the Housing Finance Sector Boom

Trade Brains

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.

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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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Facts Vs Feelings Take 5 – Midyear Market Outlook 2025

Carson Wealth

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.

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How to Choose a Crypto ETF: A Practical Guide for Financial Advisors

Advisor Perspectives

In this article, you’ll learn how to evaluate crypto ETFs with the same rigor you apply to traditional investment products.

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Ten Fundamentally Sound Dividend Growth Stocks

Validea

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.

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Stock hits 5% upper circuit after securing contract worth ₹20 Cr from Airports Authority of India

Trade Brains

Synopsis: Krystal Integrated Services has secured a ~Rs. 20.3 crore, 3-year contract from AAI to manage facility operations at Patna’s new airport terminal, enhancing passenger experience and ensuring global service standards. During Thursday’s trading session, shares of a leading provider of integrated facility management solutions hit a 5 percent upper circuit on the stock exchanges, after securing a 3-year management contract worth nearly Rs. 20.3 crores from the Airports Authority of India.

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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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Private Equity-Backed US IPOs Return With Plenty of Leverage

Advisor Perspectives

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.

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Best 5 Cashback Credit Cards of 2025 to Maximize Your Savings – Do You Have One Yet?

Trade Brains

Synopsis- This article is all about the best cashback credit cards in India for 2025, ranked by their real-world cashback potential. It helps you choose cards that fit your spending habits, while detailing the important attributes, cashback rates, fees, and useful tips for getting the most everyday savings by using credit wisely. Cashback credit cards are growing in popularity because they are simple and offer instant value.

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More than Just Health Insurance: Understanding and Leveraging Your Employee Benefits

Carson Wealth

When most people consider a job offer, they tend to focus on one thing: salary. But while your paycheck is important, it’s only one piece of the puzzle. Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more. Yet employee benefits are about more than just securing your family’s health or having the freedom to take time off from work—they also play a critical role in your long-term financial planning.

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AMC stocks in focus as equity mutual fund inflows rise 24% in June

Trade Brains

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.

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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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Beyond Bitcoin ETFs: The Blockchain Trade

Advisor Perspectives

A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.

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Edelweiss Financial Services Limited announces ₹3,000 million Public Issue of Secured Redeemable Non-Convertible Debentures (NCDs)

Trade Brains

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

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Emerging Markets Insights: Seeking Clarity on Tariffs

Advisor Perspectives

In this month’s issue, Franklin Templeton Emerging Markets Equity explains how markets in many regions are weathering US policy uncertainty and offers an upbeat assessment of Vietnam after a recent research visit.

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Midyear Market Outlook 2025

Carson Wealth

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year. Download the worksheet to get started. The post Midyear Market Outlook 2025 appeared first on Carson Wealth.

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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.

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Morningstar’s Kunal Kapoor on the Public/Private Market Convergence

Advisor Perspectives

At the recent 2025 Morningstar Investment Conference, CEO Kunal Kapoor highlighted a growing trend that is reshaping the investment landscape.

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Is Sonipat the Next Gurgaon? Why Property Investors from Mumbai, Bengaluru & Delhi Are Taking Notice

Trade Brains

Synopsis- Sonipat, a city 50 km from Delhi, is rapidly transforming from an industrial town to a real estate hotspot. Various committed investments in infrastructure, such as Delhi–Panipat RRTS, metro expansions, expressways, and industrial corridors, are promising double the investment returns. By 2031, the city will have a master plan by allocating over 20,000 hectares for integrated townships, industry, and commercial zones.

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Stocks Steady as Traders Look Through Chaos to Corporate Results

Advisor Perspectives

US equities swung between small gains and losses at the open Thursday as investors parsed through a slew of tariff headlines and looked ahead to corporate results that are due to start in the earnest next week.

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Midyear Market Outlook 2025 Webinar : Uncharted Waters

Carson Wealth

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year. The post Midyear Market Outlook 2025 Webinar : Uncharted Waters appeared first on Carson Wealth.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Non-U.S. Investing In a Fragmenting World

Advisor Perspectives

Our strategy work and quantitative insights suggest the conditions behind more than a decade of U.S. equity outperformance are starting to shift.

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Power stock hits 5% upper circuit after receiving ₹122 Cr order for solar project in Punjab

Trade Brains

Synopsis: GP Eco Solutions India surged sharply to hit a 5 percent upper circuit after it received a work order worth Rs 122 crore for a solar power plant project in Punjab. The shares of this leading solar power services provider surged sharply to hit a 52-week high on securing a work order worth Rs 122 crore for a solar project in the state of Punjab.

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Charting Commodity Markets

Advisor Perspectives

In the weeks leading up to last month’s Israeli and U.S. strikes on Iran, oil prices climbed – not due to actual supply disruptions, but in response to a geopolitical risk premium.

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BlackRock backed railway stock in focus after company to raise ₹200 Cr via convertible warrants

Trade Brains

Synopsis: Titagarh Rail Systems will raise nearly Rs. 200 crore via preferential issue of 21.16 lakh warrants to promoters Rashmi and Prithish Chowdhary, convertible into equity shares over 18 months. During Thursday’s trading session, shares of a leading comprehensive mobility solution provider with a strong presence in India and Italy surged nearly 2 percent on BSE, after the company’s Board approved a fund raise of Rs. 200 crores to the Promoter Category on a preferential basis.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.