Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. vox.com) Economy Earnings can fall even without an economic recession. ritholtz.com) The economic schedule for the coming week. Companies RIP, Bed, Bath & Beyond ($BBBY). politico.com) Not every HOA sucks, but a lot do.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

The Big Picture

OCTOBER 28, 2023

New York Times ) • How creators became an economic juggernaut and the new American Dream : Millions have ditched traditional career paths to work as online creators and content-makers, using their computers and phones to amass followers and build businesses whose influence now rivals the biggest names in entertainment, news and politics.

Wealth Management 268

Wealth Management Financial Services Banking Management 268

NAIFA Advisor Today

DECEMBER 12, 2022

His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit. Both of his parents were small business owners and O’Gara inherited their drive.

CFP 98

CFP Financial Services Insurance Economics 98

Calculated Risk

MARCH 5, 2024

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

Financial Services 70

Financial Services Government Economics Banking 70

Abnormal Returns

APRIL 16, 2023

wsj.com) Charles Schwab ($SCHW) is unique in financial services. nytimes.com) Policy Why are Americans so pessimistic about their (economic) future? eig.org) The economic schedule for the coming week. (axios.com) The commercial real estate recession is going to take a while to play out. washingtonpost.com) U.S.

Financial Advising 130

Financial Advising Startup Financial Services Food 130

Calculated Risk

MARCH 7, 2023

House Financial Services Committee • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • Also at 10:00 AM, Testimony, Fed Chair Jerome Powell , Semiannual Monetary Policy Report to the Congress , Before the U.S.

Financial Services 101

Financial Services Government Economics Banking 101

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. 8:15 AM: The ADP Employment Report for February.

Financial Services 75

Financial Services Economics Banking Government 75

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Advisor Perspectives

OCTOBER 4, 2023

Last year, Exchange solidified itself as the most valuable advisor-centric event in the country, uniting advisors with thought leaders and experts in financial services, fintech, and economics. Exchange 2024 looks to be the boldest yet.

Financial Advisor 52

Financial Advisor Financial Services Economics 52

NAIFA Advisor Today

MARCH 27, 2023

After Curt Lindsay earned his bachelor's degree in business and master’s degree in finance, he chose to follow his interest in economics and, in 1996, he entered the insurance and financial services industry as an agent and registered representative with Equitable.

Wealth Management 52

Wealth Management Management Financial Services Insurance 52

The Big Picture

OCTOBER 12, 2023

Why anyone would lend credence to economic projections that get revised on average nearly every other month is a mystery. ( Chief Investment Officer ) • How a Social Network Fails : Elon Musk and Linda Yaccarino are making the same mistake that has tanked other social networks. (

Ethics 130

Ethics Economy Financial Services Management 130

MarketWatch

MARCH 29, 2023

economic calendar is light on Wednesday, with data on pending U.S. House Financial Services Committee on bank oversight after recent regional bank failures. home sales expected to be released at 10 a.m. Eastern time. Also at 10 a.m., Barr, the Fed’s vice chair for supervision, will testify before the U.S.

Financial Services 74

Financial Services Banking Sales Economics 74

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

Planning 59

Planning Financial Services Retail Distribution 59

Calculated Risk

OCTOBER 26, 2023

percent in the third quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. The increase in consumer spending reflected increases in both services and goods. In the second quarter, real GDP increased 2.1 Imports, which are a subtraction in the calculation of GDP, increased.

Government 109

Government Financial Services Food Retail 109

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. The data shows we’re clearly not in a recession, and economic momentum suggests that’s unlikely to change over the next three to six months.

Marketing 143

Marketing Marketing Economy Retail 143

MarketWatch

APRIL 17, 2023

in premarket trading Monday, after the discount broker and financial services company reported first-quarter profit that beat expectations, while revenue came up a bit shy. SCHW rose 1.0% Net income rose to $1.60 billion, or 83 cents a share, from $1.40 billion, or 67 cents a share, in the year-ago period.

Financial Services 75

Financial Services Economics Assets Marketing 75

The Big Picture

OCTOBER 30, 2023

Beijing’s relationship with the outside world is no longer guided by the principles of economic rationality, but rather by its yearning for political power. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Aeon ) • Hear that?

Financial Services 130

Financial Services Food Assets Insurance 130

Mish Talk

DECEMBER 5, 2022

Please consider the November 2022 Services ISM ® Report On Business ® Economic activity in the services sector grew in November for the 30th month in a row — with the Services PMI ® registering 56.5 And at economic turns, the admittedly more noisy household survey (employment) tends to lead. percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Trade Brains

DECEMBER 31, 2022

Adani Ports and Special Economic Zone Ltd. Services ADANIPORTS 0.77%. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. State Bank of India Financial Services SBIN 2.94%.

Financial Services 86

Financial Services Healthcare Banking Portfolio 86

Calculated Risk

JANUARY 25, 2024

percent in the fourth quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. Within exports, both goods (led by petroleum) and services (led by financial services) increased. In the third quarter, real GDP increased 4.9

Government 64

Government Pharmaceutical Commission Financial Services 64

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Steve Sanduski

JUNE 13, 2023

How digitization and commoditization of traditional financial services opens up valuable opportunities on the human side of advice. Using your tech stack to find the sweet spot between economic, biological, and time bottlenecks on the services you can provide. Note: The image of Jason was created using Midjourney AI.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Trade Brains

AUGUST 19, 2022

FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%. 11 State Bank Of India FINANCIAL SERVICES 2.58%. FINANCIAL SERVICES 2.43%. FINANCIAL SERVICES 2.08%.

Financial Services 52

Financial Services Healthcare Banking Pharmaceutical 52

Calculated Risk

MARCH 4, 2023

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. The key report scheduled for this week is the February employment report. million from 10.4

Financial Services 56

Financial Services Economics Banking Government 56

Steve Sanduski

AUGUST 21, 2023

Alex Miele and I discuss: What starting out in financial services in 2008 taught Alex about proactive outreach and transactional client relationships and how she applies those lessons to today’s economic environment. ” Why The Andriole Group moved to a fee-based “menu” of services.

Clients 52

Clients CFP Marketing Marketing 52

Truemind Capital

FEBRUARY 16, 2024

Compliances are in place to ensure: – Services provided in the interest of the end consumer – Reduce the risk in the system – Provide clarity regarding the operating framework for checks & balances The most important compliance requirement in regulated financial services business is KYC (Know Your Client).

Compliance 59

Compliance Financial Services Valuation Economics 59

Carson Wealth

APRIL 29, 2024

Here’s the Big Picture As noted above, economic growth remains strong when factoring in the most important parts of the economy: household consumption, investment, and even government spending. Stronger economic growth plus more inflationary pressure means the economy is growing quite rapidly in nominal terms (before adjusting for inflation).

Marketing 97

Marketing Marketing Economy Government 97

Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. Census Bureau, the U.S. populations segments.

Retirement 102

Retirement Clients Education Financial Services 102

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. And that is what is happening now. The bull market continued last week, setting new highs.

Marketing 97

Marketing Marketing Economy Government 97

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Carson Wealth

NOVEMBER 27, 2023

Many economists believed factors such as the yield curve, M2 money supply, the Conference Board’s Leading Economic Indicators (LEI), and credit markets indicated trouble was coming and the consumer was cracking. But it is hard to consider this a negative event, and it will likely lead to better productivity and economic growth.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Cornerstone Financial Advisory

OCTOBER 9, 2023

7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. Jobless Claims.

Marketing 88

Marketing Marketing Taxes Economics 88

The Irrelevant Investor

MARCH 26, 2022

By Packy McCormick) As private property and ownership are central to capitalism, and economic activity increasingly moves online, NFTs may become central to our economy. (By By Scott Galloway) Financial services firms are 300 times as likely as other companies to be targeted by a cyber attack. (By

Advertising 52

Advertising Financial Services Economy Economics 52

James Hendries

FEBRUARY 23, 2023

Your Client List As a financial services professional, you’ve probably spent years building up your book of business. On the other hand, if your list is primarily full of people who are retiring and don’t need a lot of financial services anymore, that may hurt the sale price of your business.

Valuation 40

Valuation Retirement Financial Services Commission 40