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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

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 (..)

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Country Risk 2025: The Story behind the Numbers!

Musings on Markets

On the other, I worry about people using these premiums in their valuations, without understanding the choices and assumptions that I had to make to get to them. In this section, I will lay out steps in using these equity risk premiums in corporate finance and valuation practice, and if I have still left areas of grey, please let me know.

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We Are Now Acclarity

CFO Strategic Partners

She has worked across a variety of industries, including private equity, manufacturing, transportation, retail, and waste management. Tracey Holecek is a dynamic CPA with business, accounting, auditing, and finance expertise. Susan Crisci has more than 25 years of experience in finance and operations.

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World’s Best Investment Banks 2025: Regional Winners

Global Finance

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 billion (about $464 million) IPO for discount grocery retailer Boxer. IPOs, however, are enjoying a surge. Theyre up 44% across the globe, 144% in the US, 137% in Japan, and 255% in the Middle East and Africa. In Europe, IPOs are down 19%.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. We learned everything, you know, across from accounting to auditing to, to tax and valuation.

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SoftBank Takes Another Run At Acquiring Uber Stake

PYMNTS

The ride-sharing company has been hit with scandals, federal inquiries and lawsuits, including one brought against its former CEO, Travis Kalanick, by Benchmark, one of Uber’s early investors. Uber is also expected to sell some new shares at a valuation that would preserve (at least on paper) its approximate $70 billion valuation.

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Instant Satisfaction

Global Finance

US Treasuries and stock index futures, for example, can be traded at any time from Monday to Friday; retail traders are increasingly using platforms like Robinhood for 24-hour weekday access to US stocks; and the New York Stock Exchange—for the first time ever—is expressing interest in a 24/7 bourse.