This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Welcome to the November 2024 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!
Markets How major asset classes performed in November 2024. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. msn.com) Silk Road Bitcoin are in motion. coindesk.com) Crypto is a 24/7/365 enterprise.
Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)
The penalty calculations were complex and difficult to estimate, and the provisions were poorly communicated to those affected. In response, Congress passed the Social Security Fairness Act at the end of 2024, repealing the WEP and GPO in full. However, the WEP and GPO proved unpopular and difficult to manage in practice.
Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)
Welcome to the June 2024 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!
The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in.
Welcome to the May 2024 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!
In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 June 2022 3.6
In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients.
Eric Topol about big biotech breakthroughs in 2024. pushkin.fm) Brett McKay talks with Todd Rogers author of "Writing for Busy Readers: Communicate More Effectively in the Real World." theringer.com) Russ Roberts talks with Prof. Emily Oster about the challenges of interpreting public health data.
Washington Post ) • Fast food is too expensive for its core customer and not expensive enough for the customer it wants : How a communication crisis around value risks making the entire sector a limited-time offering. His research focuses on cultural influences on styles of cognition, communication & collaboration.
Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)
cnbc.com) How Lilly plans to ramp production by 50% in 2024. abnormalreturns.com) Adviser links: communication skills. (axios.com) Walmart ($WMT) is getting out of the health clinic business. retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs. wsj.com) This CEO is taking advantage of his company discount.
percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending August 2, 2024. From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 6.9 percent on a seasonally adjusted basis from one week earlier.
Markets Communications and health care are leading the U.S. market in 2024. capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. biopharmadive.com) Strategy What happens when you invest right before a bear market? ofdollarsanddata.com) Why it's so easy to get sucked into trading too much.
Recent indicators point to a possible moderation in consumer spending relative to the rapid growth rate over the second half of 2024. We will consider changes to our consensus statement (Statement on Longer-Run Goals and Monetary Policy Strategy) and to our communications as part of this review. GDP expanded at a 2.3
On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. Perhaps the most important forecast is the 2024 median, which we think will shift up by 25bp to 4.875%, reflecting just 75bp of cuts next year." March 2023 0.0
After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).
The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.
Follow this advice, no matter what you decide It’s important to use your words consistently in your corporate communications. Refer to Treasury bonds, Treasury notes, and so on. It’s bit wordy, but correct. Pick one spelling and stick with it. Consider creating a corporate style guide that lists preferred spellings.
Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)
advisors’ clients, up from 20% in 2021, according to a survey Cerulli conducted in 2024. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors. They also make up the second biggest client base for financial advisors after baby boomers.
Bluespring made a similar move in March 2024 to merge two firms into a $1.4 In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. billion-billion RIA in Florida under the name Security Financial Management.
Real GDP growth over 2024 and 2025 was projected to be below the staff's estimate of potential output growth. They also emphasized the importance of communicating to the public their data-dependent approach. The unemployment rate was forecast to increase this year, peak next year, and remain near that level through 2025.
Markowitz said Quinn had been in development for almost three years, and was first released to the general public in extensive validation tests and had its first formal coming out during FinovateSpring 2024 in San Francisco. “My
Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.
From the Fed: Minutes of the Federal Open Market Committee June 11–12, 2024. Several participants noted that financial market reactions to data and feedback received from contacts suggested that the Committee's policy approach was generally well understood.
2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.
3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.
4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.
3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 15, 2024 2.
4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.
4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, January 22, 2024 2. CNBC.com, January 22, 2024 3. The Wall Street Journal, January 25, 2024 4. Fed Balance Sheet.
3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.
In 2024, these were the most-listened episodes. By Matt Pais, MDRT Senior Content Specialist Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. Enjoy, and thanks for listening!
In 2024, the market was worth about USD 288.30 They allow two-way communication between the user and utility companies, which helps in accurate billing, monitoring, and better control of usage. million in 2024 to USD 198.75 million in 2024 to an expected USD 306.18 million in 2024 to an expected USD 306.18
2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.
Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.
crores on Thursday, the shares of One 97 Communications Ltd declined by upto 10 percent, making a low of Rs. The shares of One97 Communications, the parent company of Paytm, plunged by up to 10 pecrent on June 12, 2025, marking their biggest single-day drop since February 2024. With a market capitalization of Rs. 545 Crores.
Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024. Infrastructure includes communications, data centers, utilities, satellites, transportation and energy pipelines.
At the end of 2024, the 10 largest companies in the S&P 500 Index made up 37.3% Data from 12/31/1989 12/31/2024. Data for Panel A and Panel B from 3/1/2008 12/31/2024. companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content