Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 212

Clients Management Accounting Economics 212

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 189

Clients Management Accounting Economics 189

Nationwide Financial

OCTOBER 10, 2022

In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. Financial professionals should talk to clients about implications for their portfolio.”. Economic woes weigh on Americans.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Diamond Consultants

JUNE 28, 2023

In fact, in our most recent Transition Report for Advisors , we determined that wirehouses, regionals, and boutiques have all added a meaningful number of talent to their firms because each offered what advisors desired to achieve their goals with greater control.

Compliance 52

Compliance Recruitment Clients Compensation Planning 52

Good Financial Cents

JANUARY 18, 2023

Knowledge of the insurance industry lets you effectively advise clients on what products and services best suit their needs. Analytics is more than crunching numbers but also about making sense of a situation. A broker needs to be able to assess the financial markets and make sound recommendations for their clients.

Insurance 89

Insurance Consulting Commission Management 89

The Better Letter

APRIL 29, 2022

The latest capacity utilization number may become a helpful piece of the economic puzzle, but it is highly unlikely to suggest any major change in the economy. Ongoing conspiracies to hide excessive fees , poor performance (among clients , managers , and the hedge fund industry ), and the value of indexing.

Media 52

Media Advertising Accounting Management 52