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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty However, when it comes to how members of Gen X prefer to be approached by their advisors , there is no “one size fits all” solution, Horton noted.

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4 Ways And 5 Charts To Talk Tariffs With Clients With Empathy And Strategy

Nerd's Eye View

The current environment also presents an opportunity for advisors to emphasize the benefits of diversification – how it has helped protect client portfolios from the worst of recent market declines while still allowing them to participate in market gains.

Clients 228
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Market Drama

Zoe Financial

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Stock Market Update: S&P 500 : Down 1.7% for the year.

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Kitces & Carl Ep 145: Explaining The Value Of Financial (Life) Planning By Unlocking The Emotional Job To Be Done

Nerd's Eye View

As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors.

Planning 100
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The Blockchain Promise is Always Around the Corner, IBM and Maersk Scrap Efforts

Mish Talk

It enables decentralized, fast, and transparent sharing, solves problems of communication inadequacy, and makes decision-making simpler and quicker (Lafarre and Van der Elst 2018 ; Tsiulin et al. Problems of Blockchain Technology Figure 5 presents some drawbacks of the new digital technology. A decentralized system (e.g.,

License 219
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May newsletter: Better quarterly commentary

Investment Writing

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You must also ensure that the diverse group can communicate freely so don’t get an echo chamber. I can think of no better resource for superior financial writing.”

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Weekly Economic Insight – February 27, 2023

Cornerstone Financial Advisory

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.