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In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. Instead, allowing them to fully voice their fears can build trust and help them feel understood. Read More.
What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this session with Foundation Source’s Chief Legal Officer Jeffrey Has
Although inquiries into new projects continued to increase at a relatively slow rate, the value of newly signed design contracts decreased further in December as clients remained hesitant to commit to new work. And prospects for future work remain soft as well. In one brighter spot, backlogs at firms remained steady and strong at 6.5
A quick note on tariffs : Over the past few weeks, I’ve been putting together my quarterly call for clients. The challenge is how to frame the current economic scenario in a way that is useful and informative and not the usual run-of-the-mill noise. 2) What will their impact be on economic activity and inflation?
From there, we have several articles on investment planning: How interested financial advisors can evaluate different types of private investments, whose return profiles tend to be more opaque and challenging to analyze compared to publicly traded instruments Why one author sees a confluence of factors (including a relatively low cost of capital and (..)
In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present).
Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.
Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.
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. In comparison, only 9% of advisors’ clients in 2023 were millennials or Gen Z members. As of year-end 2023, Gen X made up a quarter of U.S.
I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. The US remains the global economic, military, and political leader. Later in the year, encouraged by improving CPI data and minimal economic disruption, the FOMC resumes its rate-cutting regime. Parts and materials become hard to find.
The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.
I’m on the road visiting our new office in Chicago and then heading to meet clients in San Francisco. Whether it was ideology, economic innumeracy, or simply idiocy does not matter. And suppose you were a member of Congress. But I repeat myself.
Recent swings have been driven by economic policy shifts, persistent inflation concerns, and geopolitical uncertainty – all of which may unnerve even the steadiest of clients. During turbulent periods like these, advisors play a critical role in helping clients maintain perspective and stay grounded.
However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation. Read More.
However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation. Read More.
And when conditions are this uncertain, it often makes sense to dive deeper into the factors driving the economy to better understand the risks – and opportunities – that clients may face. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation.
However, despite declining interest rates and softening inflation, clients remain hesitant to start new projects. Responding firms this month indicated that many clients were still awaiting the outcomes of the November elections, at both a national and more local level, before determining how to proceed on new projects.
But it was always a tool to see how everyone else, from other traders, brokers, clients, strategists, etc., It made me realize that, despite my extensive research into the psychology underlying behavioral economics, I suffered from the exact same cognitive errors as everyone else. It was never me that made all of those mistakes.
The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.
Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.
In a turbulent economic landscape, advisors are prioritizing risk management and increasingly worried about client longevity, according to exclusive research from Wealth Management IQ.
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. It’s also an opportunity with not one but two, built-in time-sensitive calls to action by the client.
The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.
The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? That might be why you’re not attracting new clients. Potential clients can see your face, hear your voice, and get a sense of your personality before they ever step into your office. Are your videos getting zero engagement?
Andy Stout, CIO of $19 billion Allworth Financial, discusses the RIA’s proprietary scorecard to filter through thousands of funds, the firm’s strategy for weathering economic risks and how the firm uses direct indexing to bring alpha to clients.
Key takeaways: Economic activity was downshifted by mid-year, with elevated interest rates and inflation fatigue weighing on consumer and business spending behavior. The less frothy economic data provide more reason for the Federal Reserve to start lowering interest rates in the second half of 2024.
Economic concerns or not, holistic financial planning isn’t possible without having a full picture of your client base and the presence of diverse advisors who reflect them.
As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. size, industry, location) of early mutual funds.
However, clients are still expressing interest in new projects, as inquiries into work have continued to increase during that period. The ABI score is a leading economic indicator of construction activity, providing an approximately nine-to-twelve-month glimpse into the future of nonresidential construction spending activity.
(calculatedriskblog.com) Claudia Sahm, "We look to Fed officials as skilled in economic forecasting and monetary policy, but theres no reason to think they are individually good at forecasting fiscal policy." abnormalreturns.com) Adviser links: client feedback. abnormalreturns.com) What you missed in our Monday linkfest.
What does this mean for your clients? Successful advisors go beyond reacting to short-term events such as market volatility and its impact on client portfolios. Instead, they proactively address long-term economic trends that shape their financial futures.
David Armstrong , Executive Director, Content and User Engagement at WealthManagement.com June 10, 2025 Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors. Kerr began her career at Schwab in 1994 on the Advisor Services trading desk.
Additionally, Sunaina serves as Chairman of the Board of Directors of SFC Energy AG and on the boards of the Stanford Institution for Economic Policy Research and the Stanford LEAD Council. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023.
Despite the fact that the high inflation of the last few years has largely receded, elevated interest rates continue to cause hesitation among many clients. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. Click on graph for larger image.
By Sandy Schussel If you want more business from existing clients and lots of introductions to new clients, get your best clients to tell stories about their “magical” experience working with you. When your contacts with clients are simply what they expect, they have no reasons to tell stories about your service.
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Nationwide Economics expects consumer inflation to remain highly elevated into 2023 while gradually slowing over the next year. Interest rates are expected to remain higher next year and into 2024 to prevent a renewed surge in prices, even with an economic downturn likely in 2023. See chart below.) That may be easier said than done.
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