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Weekend Reading For Financial Planners (December 23-24)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

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My 2023 reading

Investment Writing

Here are some of the most interesting, helpful books that I read during 2023. Writing Making Numbers Count: The Art and Science of Communicating Numbers by Chip Health and Karla Starr. This book has great examples of effective communication with numbers. I hope you’ll find some titles that interest you.

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Sunday links: too many theories

Abnormal Returns

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here!

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Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

How firms can best leverage their internal data to improve the number of client referrals they receive. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

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Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

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Reddit IPO: Planning ahead for 2023

Harness Wealth

Reddit is planning an IPO for the second half of 2023. Though these numbers may seem impressive on their own, Reddit still lags far behind other social platforms like Facebook, Snapchat, Twitter, and others, whose advertising revenues all already surpass $1 billion per quarter. Securities and Exchange Commission (SEC).

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10 Best Paying Jobs in Life Insurance in 2023

Good Financial Cents

While their primary function is to market and research for sales leads, agents can expect a decent salary and additional commissions. The base salary might not stand out, but they also earn sales commissions, which is where their real income potential lies. Insurance Industry Statistics (2023): Insurance Facts in 2023.