Abnormal Returns

MARCH 17, 2024

newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. cnn.com) The management consulting business is struggling. nytimes.com)

Financial Advising 282

Financial Advising Commission Valuation Consulting 282

Abnormal Returns

NOVEMBER 19, 2023

nytimes.com) Home sellers in most countries don't pay a 6% realtor commission. newsletter.abnormalreturns.com) Mixed media TikTok is the new TV. (michaelparekh.substack.com) Housing A growing share of American homes are mortgage-free. bloomberg.com) 30-year mortgages are to blame for the bifurcated housing market. wsj.com)

Financial Advising 273

Financial Advising Commission Manufacturing Media 273

Nerd's Eye View

OCTOBER 28, 2024

But over the past 20 years, the shift from commission-based to recurring revenue (AUM and subscription fee) models has, for the first time, allowed advisory firms to begin to size and scale up.

Financial Advisor 146

Financial Advisor Tax Planning Financial Planning Planning 146

The Big Picture

NOVEMBER 25, 2022

Instead of trying to winnow winners from losers, you’re better off saving on brokerage commissions and headaches by spreading your investment dollars across the entire market. ( Records show Jones transferred millions from his media company to firms that he or his family members controlled. New York Times ). • Businessweek ).

Commission 313

Commission Budgeting Economics Retail 313

Nerd's Eye View

AUGUST 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission (SEC) announced that a total of 26 broker-dealers, investment advisers, and dually-registered firms agreed to pay combined civil penalties of almost $400 million for failing to maintain (..)

Financial Planner 246

Financial Planner Communication Retirement Commission 246

Abnormal Returns

FEBRUARY 26, 2023

Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. newsletter.abnormalreturns.com) Mixed media While more Americans are choosing to work part-time. (morningstar.com) Medical debt plays a big role in why the South has lower credit ratings on average.

Ethics 243

Ethics License Financial Advising Startup 243

Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry. Read More.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Abnormal Returns

JANUARY 23, 2023

axios.com) How zero-commissions affect investor behavior. newsletter.abnormalreturns.com) Mixed media Three trends shaping the next wave of social media. Retail trading Say Technologies is making it easier for companies and shareholders to interact. papers.ssrn.com) Companies Netflix ($NFLX) really is on the cusp of a new era.

Financial Advising 130

Financial Advising Commission Media Retail 130

The Big Picture

NOVEMBER 21, 2023

From staging to commission expenses, here’s what to expect. ( ” A group of Jewish celebrities including Debra Messing and Amy Schumer had a confrontational call with executives for the popular social media app. ( Lots of baby boomers are going to sell their homes in the years ahead. The trick is to beat the crowd.

Startup 246

Startup Commission Media Government 246

Abnormal Returns

AUGUST 14, 2022

bloomberg.com) The Federal Maritime Commission is in the middle of the global shipping mess. newsletter.abnormalreturns.com) Mixed media School districts are getting desperate to hire teachers. (nytimes.com) ETFs Single-bond ETFs are here. ft.com) And they are a pretty good idea. nytimes.com) Telehealth uniquely at-risk for fraud.

Financial Advising 144

Financial Advising Commission Economics Media 144

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog! How did he do it?

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

The Big Picture

SEPTEMBER 5, 2024

trillion in total AUM…” As he observes, it wasn’t the shift from active to passive – that had been ramping up for decades – rather, it was the changeover from transactional commission business to a fee-based fiduciary model that made all of the difference. He suffers from none of that. Hard pass, next candidate.”

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Trade Brains

SEPTEMBER 15, 2024

Have you ever wondered how social media can transform the way you earn through forex affiliate marketing? The rise of social media has revolutionized affiliate marketing, making it a potent tool for earning commissions by referring customers to forex brands. Why use social media for Forex Affiliate Marketing?

Media 59

Media Education Marketing Marketing 59

Inside Information

JULY 25, 2024

In its efforts to ‘fill space,’ our current professional/trade media is forcing its advisor consumers to wade through a lot of articles and material that they know is of no value to them, their firms, or their careers, and spend valuable time seeking out what might be relevant.

Fee Only 40

Fee Only Commission Recruitment Advertising 40

MarketWatch

FEBRUARY 14, 2023

on a bill to create a “digital regulatory commission” empowered to shut down social-media sites if they fail to adopt “best business practices.” SNAP during a hearing. Lindsey Graham, the panel’s top Republican, added he is working with Sen. Elizabeth Warren, D-Mass., Visit MarketWatch.com for more information on this news.

Commission 75

Commission Media Marketing Marketing 75

MarketWatch

MAY 31, 2023

district court to halt efforts by the Federal Trade Commission to apply further restrictions on the social-media platform, after the agency alleged that the company had run afoul of a $5 billion 2019 privacy settlement, according to the Wall Street Journal. Meta Platforms Inc. META has asked a U.S.

Commission 75

Commission Media Marketing Marketing 75

Midstream Marketing

DECEMBER 10, 2024

Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. Social Media Engagement Social media is a powerful tool for advisors to establish an online presence and reach potential clients. Always follow the rules for sharing financial information on social media.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Clever Girl Finance

APRIL 6, 2023

Although, this would mean making sure you’re up to date with what’s trending on social media. Social media sites You can post pictures and descriptions of items you’re selling on social media sites. Another way to use social media is to get buyers interested. Poshmark also takes commissions.

Commission 107

Commission Media Sales Electronics 107

Good Financial Cents

JULY 21, 2022

Fees $0 for stocks or ETFs; no commissions or contract fees on options. $1/mo. 0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds. $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds. . $0 0 for stocks, options, and ETFs; more than 3,000 commission-free mutual funds.

Accounting 98

Accounting Commission Investments Investing 98

MarketWatch

JANUARY 27, 2023

There were also multiple media reports, that cited a Betaville report, that a Saudi Arabia-based investment fund was looking to take Lucid private. A company filing with the Securities and Exchange Commission from Dec. The company said before the stock market opened that it opened its first retail studio and service center in Montreal.

Commission 76

Commission Retail Media Investments 76

Trade Brains

JUNE 10, 2025

The company anticipates commissioning the Roaster plant in Q1 FY26, currently processing 160,000 tons of zinc ore annually. The Nifty Media index followed the lead with gains of 18.65 IT stocks, including Oracle Financial Services Software Ltd., points, or 1.09%, closing at 1,731.65.

Financial Services 72

Financial Services Investments Investing Certification 72

Midstream Marketing

JANUARY 19, 2025

Yes… but if that’s the path you want to go down, the Securities and Exchange Commission would like to have a word with you. " In 2012, the SEC even made it beyond clear that this applied to not only statements made by advisers and their representatives, but to third parties on social media as well.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Getting Your Financial Ducks In A Row

FEBRUARY 3, 2025

In some recent schemes, social media is used to dole out misleading tax advice about refunds and eligibility for tax credits like the Fuel Tax Credit or the Paid Sick and Family Leave Credit. In other instances, social media has been used to connect taxpayers with scammers to try to get them to falsify forms.

Taxes 52

Taxes Numbers Media Electronics 52

Investment Writing

OCTOBER 31, 2022

Or, are you targeting the press, social media influencers, referral sources, students, professors, or members of your own organization? Disclosure: If you click on an Amazon link in this post and then buy something, I will receive a small commission. ” Let’s look at the Sides method in the context of financial services.

Education 104

Education Commission Clients Financial Services 104

Clever Girl Finance

MAY 15, 2024

Many sales associates work on a combination of a wage and a commission, which means that if you’re good at what you do, then you can really bring home the big bucks! Social media manager Average salary: $71,000/year A social media manager must plan, develop, and execute a marketing strategy across different social media platforms.

Certification 98

Certification Media License Budgeting 98

Truemind Capital

MARCH 6, 2024

Unfortunately, the incentive structure based on commissions in established wealth management set-ups has compromised fiduciary responsibilities towards an investor. In simple terms, the products that offer higher commissions to the distributors/agents in most cases are not appropriate for investors.

Commission 52

Commission Investments Investing Compliance 52

Good Financial Cents

DECEMBER 10, 2022

With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Skills Needed: Technical website knowledge, subject expertise, writing ability, social media skills. Lots of people are participating on social media. Click your state to start investing today!

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

Good Financial Cents

FEBRUARY 10, 2023

Social Media Manager 8. Social Media Manager This may be one of the best ways to make $200 fast. As you know, social media advertising has replaced print media and classified ads to a large degree. Almost every business needs to have a social media presence. Freelance Writing 2. Ghostwriting 3. Tutoring 4.

Advertising 102

Advertising Media Food Management 102

MarketWatch

MARCH 7, 2023

Gigi Sohn, President Joe Biden’s nominee to run the Federal Communications Commission, has withdrawn from consideration, the White House confirmed Tuesday. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Commission 40

Commission Communication Media Marketing 40

Tobias Financial

AUGUST 5, 2024

This prestigious recognition, granted by Worth Media Group in collaboration with ISS Market Intelligence, is a testament to the exceptional service and expertise we continuously strive to provide to our clients nationwide. We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine’s 2024 Leading Advisors List.

Financial Advisor 52

Financial Advisor Investment Advisor Commission Wealth Management 52

Truemind Capital

SEPTEMBER 10, 2019

To ensure that the interest of your adviser is totally aligned to yours, an adviser should manage the entire investment in zero-commission products like direct plans of mutual funds and earn only from transparent fee received from you.

Investments 52

Investments Investing Asset Allocation Fiduciary Duty 52

Sara Grillo

MAY 10, 2024

My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. As a fiduciary, I charge 1% of your assets, and do not accept commissions.” I’m a Social Security expert. ” appeared first on Sara Grillo.

Clients 52

Clients License Retirement Planning Commission 52

Clever Girl Finance

NOVEMBER 20, 2023

However, this would mean ensuring you’re up to date with what’s trending on social media. Social media sites You can post pictures and descriptions of items you’re selling on social media sites. Another way to use social media is to drum up interest from potential buyers by posting photos or descriptions of items.

Sales 98

Sales Electronics Media Commission 98

Indigo Marketing Agency

MARCH 19, 2024

Social media: After connecting with clients and prospects through your social channels and LinkedIn campaigns, add those contacts to your email list. Compliance: Consistently adhere to Securities and Exchange Commission (SEC) , FINRA , Regulation Best Interest , broker-dealer compliance , and state regulations for financial advisors.

Financial Advisor 80

Financial Advisor Marketing Marketing Compliance 80

Clever Girl Finance

JULY 12, 2023

Jobs that pay well without a degree that involve sales Maybe you’re great at pointing out all the positives of a product and you love to earn a commission. Keep in mind, that a lot of sales positions do run on commission. of $61,900. These sales jobs could be for you! Particularly in wholesale and manufacturing.

Education 98

Education Certification License Sales 98

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Clever Girl Finance

NOVEMBER 16, 2022

It can allow you to earn a commission if one of your followers buys the product. Over time, these small commissions can build into a large income. Lilly Singh is a comedian who launched her social media channel back in 2011 as an outlet to deal with depression. Lilly Singh. Her channel has made at least $10 million.

Advertising 98

Advertising Commission Accounting Numbers 98