Advisor Perspectives

JULY 26, 2023

Wealth managers must understand their clients' online behavior. Though we know them in some ways, we cannot assume their online behavior mimics what we know about them from past interactions.

Economy 98

Economy Wealth Management Clients Management 98

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% That served our clients well. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors. With inflation taming, why did the Federal Reserve increase interest rates again? A report from the U.S.

Economy 52

Economy Valuation Investment Advisor Economics 52

Abnormal Returns

AUGUST 15, 2024

Business Another example of advisors getting rich while their clients underperform to the tune of billions. matthewball.co) Eight Sleep plans to own the 'Sleep Economy.' bloomberg.com) Pixar bounced back with 'Inside Out 2' but you shouldn't expect a return to the company's golden age. readtrung.com) How the U.S.

Economy 242

Economy Clients Planning 242

Abnormal Returns

OCTOBER 2, 2024

axios.com) Fidelity just raised a $250 million venture capital fund for clients. bnnbloomberg.ca) Economy Don't dismiss the effect of inflation on a big portion of the populace. (bloomberg.com) Venture capital OpenAI just raise a $6.6 billion round. advisorperspectives.com) Venture capital firm CRV is giving back capital to investors.

Financial Advising 253

Financial Advising Startup Manufacturing Media 253

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. It wasn’t that long ago that inflation was almost non-existent in the economy.

Retirement 98

Retirement Clients Certification Taxes 98

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 218

Financial Planner Taxes Financial Planning Estate Planning 218

Abnormal Returns

APRIL 9, 2024

(ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. wsj.com) Economy State coincident indicators show continued economic strength. wsj.com) Economy State coincident indicators show continued economic strength. ritholtz.com) The links between the stock market and economy are tenuous.

Financial Advising 255

Financial Advising Manufacturing Economy Media 255

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Staying in touch results in fewer phone calls and panicked clients.

Communication 98

Communication Banking Clients Financial Advisor 98

Advisor Perspectives

NOVEMBER 9, 2023

Whether or not you’re investing directly in China, there’s a possibility that what happens there will reverberate in your clients’ portfolios.

Economy 111

Economy Portfolio Clients Investments 111

Nationwide Financial

JUNE 15, 2023

Things are as complicated as ever for financial professionals and their clients. That’s why at Nationwide Financial, we gather and share insights from our in-house thought leaders to help simplify what’s happening in the economy to help financial professionals shed light on potential opportunities in the financial markets.

Clients 59

Clients Economy Economics Retirement 59

Abnormal Returns

JULY 3, 2024

axios.com) What former Vanguard OCIO clients should expect. axios.com) Economy Weekly initial unemployment claims are ticking higher. (behaviouralinvestment.com) Finance A lot of loans got repriced in 2024, so far. blogs.cfainstitute.org) Startups Half of VC funding in Q2 went to AI-related startups.

Startup 222

Startup Financial Advising Media Economy 222

Nationwide Financial

JANUARY 19, 2023

Due to inflation concerns, clients may hold onto large portions of their assets in cash, which could adversely affect their financial plans. Something that’s likely on your clients’ minds this year: inflation. With the annual reading for 2022 rounding out at 6.5% 1 , we’re seeing inflation at it’s highest overall since the 1980s.

Clients 52

Clients Planning Financial Planning Investments 52

Abnormal Returns

JUNE 24, 2024

youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. Podcasts Josh Brown and Michael Batnick talk digital assets with Ric Edelman.

Financial Advising 218

Financial Advising Retirement Assets Economy 218

Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. At the same time, value and international stocks continue to lag, trading as if the economy is already in the depths of a serious recession.

Economics 176

Economics Marketing Marketing Valuation 176

Nationwide Financial

JUNE 29, 2023

Key Takeaways: To prepare for a layoff, your clients may want to build their emergency savings, continually review their budget and income, and foster relationships in their industry to build up their network. Where your clients feel comfortable tightening their budget will depend on their personal financial goals and values.

Clients 52

Clients Budgeting Retirement Planning Insurance 52

Abnormal Returns

SEPTEMBER 25, 2023

Cash Advisers are seeing more clients interested in cash. bloomberg.com) Global Greece's economy is booming. ft.com) Economy These coincident indicators are not screaming recession. etf.com) Higher yields are going to be a headwind for risky asset classes. ft.com) Betterment is closing two of its crypto strategies.

Financial Advising 239

Financial Advising Startup Economy Media 239

Nationwide Financial

DECEMBER 6, 2022

As a financial professional, your objective guidance can help anxious clients keep a long-term perspective and avoid the kind of emotional reaction that can take them off-course from their financial goals. You can turn to Nationwide for resources and strategies that you can use as you plot your clients’ financial journey.

Clients 98

Clients Retirement Economics Planning 98

Steve Sanduski

AUGUST 21, 2023

In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled. But if you’re just waiting around for clients to sing your praises to friends and family, you might be waiting forever.

Clients 52

Clients CFP Marketing Marketing 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. We hope it is helpful and instructive for our clients and friends with an interest in major market themes and investment insights.

Economy 52

Economy Clients Economics Portfolio 52

Brown Advisory

MAY 25, 2021

Economy: Risks & Recommendations. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response. Inflation in the U.S.

Economy 52

Economy Clients Economics Portfolio 52

Abnormal Returns

MARCH 14, 2024

axios.com) Clients are asking advisers about crypto. sportico.com) Economy Still no sign of a sustained pickup in initial unemployment claims. Crypto How Grayscale nabbed the coveted $BTC ticker. wsj.com) Finance Swearing on company conference calls is on the rise. ft.com) ARMs are no longer a bargain.

Financial Advising 249

Financial Advising Media Food Economy 249

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Financial Planner 178

Financial Planner Insurance Coverage Financial Advisor Communication 178

Wealth Management

JULY 25, 2023

It’s about picking companies and industries that are going to be leaders in a new, cleaner and more inclusive economy, writes Earth Equity Advisors' director of sustainable investing. ESG investing isn’t political.

Investments 98

Investments Investing Clients Economy 98

The Big Picture

FEBRUARY 22, 2023

I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months. It’s broad and is driven in large part by real-time events, along with the questions clients ask.

Clients 307

Clients Economy Portfolio Marketing 307

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 205

Risk Tolerance Communication Startup Financial Planning 205

Abnormal Returns

SEPTEMBER 17, 2023

Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. longreads.com) Populism is bad for a country's economy. marginalrevolution.com) Economy Shouldn't there be more layoffs by now? frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think.

Financial Advising 242

Financial Advising Valuation Economy Economics 242

Advisor Perspectives

APRIL 1, 2024

In a world of information overload, financial advisors face a significant challenge in holding the attention of clients and prospects. This article, from an entertainment/TV industry veteran, provides practical advice on how advisors can use video to deliver their message succinctly and stand out in a crowded market.

Financial Advisor 52

Financial Advisor Economy Marketing Marketing 52

Nerd's Eye View

OCTOBER 7, 2022

The SEC has brought charges against a former broker who sold his practice to an individual who ended up defrauding the seller’s clients. Why it is important for firms to create a formal client feedback system and the most important questions to ask on client surveys. Enjoy the ‘light’ reading! Read More.

Financial Planner 182

Financial Planner Retirement Planning Retirement Economy 182

The Big Picture

OCTOBER 18, 2022

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. Sure, RRE/CRE is a huge part of the economy, so its health is always important. But for the purposes of our discussion about the state of the economy and rising interest rates, Real Estate is where the rubber meets the road.

Budgeting 363

Budgeting Economy Taxes Economics 363

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 224

Communication Portfolio Management Clients Tax Planning 224

Nerd's Eye View

JUNE 13, 2024

From the initial stage of onboarding their first clients to the point of hitting a capacity wall and deciding whether to increase their headcount, and later to a threshold where an ensemble business eventually becomes an enterprise, advicers face many of the same challenges and opportunities along the way.

Professional Services 180

Professional Services Financial Advice Clients Communication 180

Abnormal Returns

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL. Good thing his hedge fund is performing well. unemployment rate.

Financial Advising 208

Financial Advising Media Economy Economics 208

Nerd's Eye View

MAY 22, 2024

Further, critics of non-compete agreements argue that they restrict dynamism in the overall economy by making it harder for businesses to hire (as the pool of applicants will be smaller in industries where non-competes are prevalent ), and for employees subject to non-competes to start new companies.

Financial Advice 190

Financial Advice Commission Clients Financial Advisor 190

Mish Talk

DECEMBER 5, 2022

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The Contributing to the decline was a steeper decrease in new orders, as domestic and foreign client demand remained weak.

Economy 190

Economy Manufacturing Economics Healthcare 190

The Big Picture

APRIL 27, 2023

I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State Coincident Indicators and Q1 GDP. Together they paint a fascinating picture of an economy robust enough to withstand the fastest set of rate increases in history, but also one that is showing signs of slowing.

Economy 299

Economy Economics Banking Numbers 299