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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As of year-end 2023, Gen X made up a quarter of U.S. In comparison, only 9% of advisors’ clients in 2023 were millennials or Gen Z members. Number 8860726. They also make up the second biggest client base for financial advisors after baby boomers. advisors’ clients, up from 20% in 2021, according to a survey Cerulli conducted in 2024.

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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

US LEI Deteriorates Right now, our proprietary US Leading Economic Index (LEI) is telling us that economic momentum is slowing and the economy is growing below trend. This was in sharp contrast to all the recession calls you saw in 2022 and 2023, including signals from other popular leading economic indicators.

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Risk Management in Financial Services During 2023 – 10 Key Highlights

Risk Management Guru

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Summary of 2023 The financial services industry has made significant progress in strengthening its risk management capabilities in 2023.

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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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12 Best Paying Jobs in Finance in 2023

Good Financial Cents

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. Chief Compliance Officer. One industry that tends to be recession-resistant is finance.

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A $300,000 College Tour

Wealth Management

" Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty It's always been easy to make fun of ultra-rich families who willingly spend hundreds of thousands of dollars for admission counseling at white-glove outfits like IvyWise. Number 8860726.

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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.