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

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services.

Planning 59

Planning Financial Services Retail Distribution 59

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Mish Talk

NOVEMBER 7, 2022

A Morning Consult offers a First Look at Consumers' 2022 Holiday Plans Key Takeaways Financial Service: To avoid going into debt this holiday season, consumers are being smarter about budgeting in advance and are more likely to favor a BNPL approach to cover holiday expenses over opening a new credit card. Want another food suggestion?

Food 279

Food Budgeting Consulting Retail 279

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Compliance 143

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

Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. Monthly job growth numbers can be noisy, and so the three-month average is helpful to review.

Marketing 96

Marketing Marketing Economy Numbers 96

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

James Hendries

FEBRUARY 23, 2023

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. Brand Identity Have you been working with clients as an individual financial professional?

Valuation 40

Valuation Retirement Financial Services Commission 40

Cornerstone Financial Advisory

JULY 11, 2022

Presented by Cornerstone Financial Advisory, LLC. In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 52

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

OCTOBER 9, 2023

Overall income in the economy is dependent on three factors: Employment growth Hourly wage growth Number of hours worked All of the above are running strong, and so overall income growth across the economy is strong. The Economy Is Strong It doesn’t get much simpler than this: The U.S. That is powering consumption.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

MAY 1, 2023

Equities closed out April in strong form amid better-than-expected earnings and resilient economic data. Don’t Be Fooled by Headline GDP The Bureau of Economic Analysis reported that the U.S. Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

MARCH 27, 2023

There are certainly more questions than answers right now, and yes, the odds of a recession have increased as banks will tighten lending, which could lead to an economic slowdown. Still, economic data is improving. Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

FEBRUARY 26, 2024

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. NVIDIA Earnings Show AI Demand Ramping Up Faster than Supply The economic story behind NVIDIA’s blockbuster earnings is very simple in some ways and goes back to Econ 101. billion versus $6.2

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

JANUARY 17, 2023

This Week: Key Economic Data. Source: Econoday, January 13, 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. UAL), The PNC Financial Services Group, Inc.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Carson Wealth

AUGUST 7, 2023

Some may view the lower-than-expected jobs numbers as heralding a recession, but more likely they are signs of economic normalization not weakness. This measures the number of people working as a percentage of the civilian population. Monthly numbers can be volatile, but the three-month annualized pace is 4.9%.

Marketing 52

Marketing Marketing Economy Government 52

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

SEPTEMBER 18, 2023

Housing makes up 40% of core inflation, and the August numbers showed the official data is catching up to private rental data, albeit slowly. Fed members will want to preserve some optionality in case stronger economic growth results in more inflationary pressure and they have to raise rates again. That slowed to a 5.5-7%

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

JUNE 5, 2023

Recent economic data do not point to a recession. That’s a solid job growth number but a step down from reports through April. This measures the number of people working as a percentage of the civilian population. The stock market rally continued as the S&P 500 closed above the critical 4,200 level.

Economy 52

Economy Numbers Compliance Banking 52

eMoney Advisor

DECEMBER 19, 2022

I’m also passionate about diversity, equity, and inclusion in the financial planning industry, and currently serve as the co-host of the Asian American Pacific Islander Knowledge Circle for the Financial Planning Association, and as the co-chair of the DEI committee for the National Association of Personal Financial Advisors.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. Growing income and population can drive demand for goods and services in the long run. The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services.

Banking 104

Banking Planning Accounting Retail 104

Brown Advisory

AUGUST 11, 2023

SNI 8% “We’re now assuming the economic recovery is pushed into 2024.” It is a market-value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms.

Economy 98

Economy Manufacturing Clients Economics 98

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker.

Marketing 96

Marketing Marketing Economy Startup 96

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Trade Brains

OCTOBER 9, 2023

Arvind and Company Shipping Agencies IPO Review – Industry Overview India’s port and shipping industry, a crucial global economic player, handles approximately 70% of the country’s trade value. Any economic or demographic changes in this region could significantly impact the business and revenue.

Transportation 59

Transportation Economics Clients Government 59

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial Examiner. According to the U.S.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. By mid-October, the 10-year Treasury yield was just short of 5% and at a level not seen since before the global financial crisis. However, this may be changing.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Cornerstone Financial Advisory

JULY 17, 2023

6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 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.

Marketing 52

Marketing Marketing Economics Taxes 52

WiserAdvisor

APRIL 12, 2024

This article will discuss the factors that influence this ratio and what financial advisors can do to serve their clientele better. How to determine a good financial advisor-to-client ratio? In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. He holds a Ph.D.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Inside Information

APRIL 1, 2024

You may have read, in passing, that the Financial Services Institute—the broker-dealer lobbying organization—has filed a lawsuit in the U.S. Does the putative employer exert control over the performance of the work and the economic aspects of the working relationship? District Court for the Eastern District of Texas (why there?)

Compliance 40

Compliance Commission Sales Financial Services 40

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

JANUARY 18, 2024

equities remains bright with a new economic cycle likely to occur during our multi-year investment horizon. It is a market-value weighted index (stock price times number of shares outstanding), with each stock's weight in the Index proportionate to its market value.

Marketing 52

Marketing Marketing Valuation Clients 52

Carson Wealth

MAY 8, 2023

Let’s get to the numbers. Payroll numbers in February and March were less than what was originally reported, as they were revised down by 149,000. A Historically Strong Labor Market Any skepticism of the job creation numbers washes away with the unemployment rate, which fell to 3.4%. That’s the lowest level since 1969!

Marketing 52

Marketing Marketing Economy Banking 52

Trade Brains

AUGUST 19, 2022

You can read a number of interesting articles regarding stock investing, mutual funds, real estate, income tax, personal finance, etc on this blog. He teaches MBA students (at MDI Gurgaon) two popular courses: “Behavioral Finance & Business Valuation” and “Financial Shenanigans & Governance”. Get Money Rich (GMR).

Marketing 59

Marketing Marketing Investing Investments 59