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Mortgage Rates Today: July 21, 2025 – Rates Hold Firm

The current mortgage rate on a 30-year fixed mortgage rose by 0.75% in the last week to 6.73%, according to the Mortgage Research Center. Meanwhile, the APR on a 15-year…

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July 21, 2025
News

RIA M&A activity surges to second-quarter record

With 102 transactions logged in the three-month period up to June, Echelon Partners is projecting a new banner year for dealmaking across the industry.

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July 21, 2025
ETF Investing

Read This Before Buying any Bitcoin ETF

In January 2024, the Securities and Exchange Commission (SEC) made it legal for financial companies to release exchange-traded funds (ETFs) that can track the price of bitcoin. In this article,…

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April 7, 2024
  • News

    SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

    July 18, 2025 /

    Chair also praised the passage of stablecoin legislation this week.

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    CFP Board names Martin Seay as 2026 board chair-elect

    July 17, 2025

    RIA moves: SEIA, Dynamic tap Fidelity, Schwab alum for key director roles

    July 16, 2025

    Inflation comes in higher in June as tariffs, housing trends shape outlook

    July 15, 2025
  • News

    Waller says Fed should cut rates now with labor market on edge

    July 18, 2025 /

    “We should not wait until the labor market deteriorates,” says Fed governor.

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    How much could you earn working for a single family office in 2025?

    July 18, 2025

    Schwab hails successful quarter as trading activity and client assets hit new highs

    July 18, 2025

    Nominations now open for Hot List 2025

    July 14, 2025
  • News

    Netflix tops Wall Street’s lofty estimates, raises forecast

    July 18, 2025 /

    Second-quarter results that exceeded investor expectations.

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    Gold rises with US interest-rate cuts and tariff agenda in focus

    July 21, 2025

    Trump denies plan to ax Powell after floating idea to lawmakers

    July 16, 2025

    Why AI notetakers alone can’t fix ‘broken’ advisor meetings

    July 14, 2025
  • News

    How much could you earn working for a single family office in 2025?

    July 18, 2025 /

    Report looks at talent attraction, retention in investment focused firms.

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    Senator Warren presses Empower for more details on PE in 401(k) plans

    July 14, 2025

    Bessent is not top Fed candidate but ‘very good,’ Trump says

    July 16, 2025

    Trump raises pressure on Powell while calling firing ‘unlikely’

    July 17, 2025
  • News

    Upper-income optimism powers consumer spending, but for how long?

    July 18, 2025 /

    Meanwhile, those earning less are feeling cautious about spending too much.

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    Bulled-Up US Equity Traders Look Past Threat of a Hot CPI Report

    July 15, 2025

    H2 outlook: Tariffs driving uncertainty in markets

    July 14, 2025

    Elevation Point stakes Raymond James breakaways’ new $1B RIA

    July 15, 2025
  • News

    Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

    July 17, 2025 /

    Maridea Wealth Management’s deal in Chicago, Illinois is its first after securing a strategic investment in April.

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    Bank of America, Morgan Stanley earnings roll despite roiled markets

    July 16, 2025

    Trump ‘Crypto Week’ advances as house conservatives end blockade

    July 17, 2025

    Middle-income households under pressure as finances are squeezed

    July 17, 2025
  • News

    Trump executive order set to ease path for private assets in 401(k)s, but hurdles remain

    July 17, 2025 /

    A new PitchBook analysis unpacks sticking points relating to liquidity, costs, and litigation risk for would-be investors and plan sponsors.

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    Ultra-rare metal rides AI boom as commodities star performer

    July 17, 2025

    Merchant names Candice Carlton managing director to drive network growth

    July 16, 2025

    RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

    July 14, 2025
  • News

    Harvard bonds draw buyers as clash with Trump fuels selloff

    July 17, 2025 /

    The once-prized bonds fell from favor earlier this year, but they’re back in demand as debt issued by elite colleges look increasingly like bargains.

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    RIA moves: SEIA, Dynamic tap Fidelity, Schwab alum for key director roles

    July 16, 2025

    Ultra-rare metal rides AI boom as commodities star performer

    July 17, 2025

    Citigroup backs silver to soar but warns gold’s peak is in

    July 16, 2025
  • News

    Advisors bullish on Nvidia in wake of AI chipmakers’ return to China

    July 17, 2025 /

    Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant’s future.

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    Wealth Consulting Group taps veterans from Envestnet, Emigrant Partners for new advisory board

    July 16, 2025

    Investor hunger for yield drives S&P 500 dividend option growth

    July 21, 2025

    Rate cuts are the boost that retail investors are seeking right now

    July 20, 2025
  • News

    S&P 500 flirts with record as strong retail sales bolster growth

    July 17, 2025 /

    Stronger-than-expected economic support from consumers reinforces the case for the Federal Reserve to stay in its holding pattern on rates.

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    Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

    July 15, 2025

    Good Korea move? Why JPMorgan sees potential in key Asia market

    July 14, 2025

    Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

    July 15, 2025
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  • Goldman Sachs brings private credit to defined contribution plans
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  • RIA M&A activity surges to second-quarter record
  • Cheap Car Insurance In Colorado 2025
  • Investor hunger for yield drives S&P 500 dividend option growth
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