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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. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

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The Latest In Financial #AdvisorTech (September 2023)

Nerd's Eye View

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 223
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Indian Stock Market Recap 2023 – Stocks and Sectors Performance

Trade Brains

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent.

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Adviser links: client confidence

Abnormal Returns

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com)

Clients 209
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Create Your Legacy of Success with the 2023 NAIFA Quality Award

NAIFA Advisor Today

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers.

Ethics 52
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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals.