Abnormal Returns

FEBRUARY 23, 2023

Books Insights from "Hanging Out: The Radical Power of Killing Time" by Sheila Liming. (slate.com) An excerpt from "The Great Displacement: Climate Change and the Next American Migration" by Jake Bittle. (theatlantic.com) A Q&A with Dacher Keltner author of "Awe: The New Science of Every Day Wonder and How it Can Transform Your Life. " (behavioralscientist.org) An excerpt from "On Writing and Failure: Or, on the Peculiar Perseverance Required to Endure the Life of a Writer" by Stephen Marche

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Media Clients Management 222

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. Despite its growing popularity, though, financial planning remains a relatively mysterious concept for many people who don’t understand how financial advisors actually provide value. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

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Financial Planning Planning Financial Planner Financial Advisor 187

Abnormal Returns

FEBRUARY 23, 2023

Markets Higher for longer, has put pressure on bond yields in February. (morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. (cnbc.com) Strategy Not everyone is giving up on the crypto markets. (wsj.com) Why you are unlikely to profit off the next big thematic investment theme. (savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?

Financial Advising 207

Financial Advising Media Retirement Economy 207

The Big Picture

FEBRUARY 23, 2023

Today I had some fun recording portfolio rescue with Ben and Duncan the whole thing is worth watching (I pop in around the 17-minute mark). We talk a bit about real estate and what the 70 million retiring boomers will do to the markets. Both questions are a fascinating reveal of how a common understanding of complex subjects barely scratches the surface of the rich complexities that lay beneath.

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Portfolio Retirement Taxes Marketing 139

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Calculated Risk

FEBRUARY 23, 2023

The DOL reported : In the week ending February 18, the advance figure for seasonally adjusted initial claims was 192,000 , a decrease of 3,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 194,000 to 195,000. The 4-week moving average was 191,250, an increase of 1,500 from the previous week's revised average.

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Calculated Risk

FEBRUARY 23, 2023

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending Feb 18, 2023 • Active inventory growth continued to climb with for-sale homes up 67% above one year ago. Inventories of for-sale homes rose again, on par with the yearly gains we saw last week.

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Sales Numbers Marketing Marketing 141

eMoney Advisor

FEBRUARY 23, 2023

Leveraging a referral network is a powerful way for financial professionals to generate leads, gain new clients, and build a positive professional reputation. Whether you’re just starting to build your referral network or you’re looking to expand, here are three steps to grow your business through referrals. Step One: Choose the Referral Sources You Want to Target Your first step in building a robust referral network is to determine the type of people you want to include in your netw

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Financial Planner Recruitment Clients Financial Advisor 118

Wealth Management

FEBRUARY 23, 2023

A new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement expertise.

Clients 104

Clients Retirement Planning Retirement Planning 104

MarketWatch

FEBRUARY 23, 2023

Lucid Group Inc. LCID stock fell 18% on Thursday, a day after the electric-vehicle maker reported a narrower quarterly loss but sales that were below Wall Street’s expectations. The stock was on pace for its largest one-day percentage decrease since Dec. 9, 2021, when it fell 18.3%. Lucid late Wednesday also reported fewer reservations for its EVs than in previous quarters.

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Sales Marketing Marketing 98

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Wealth Management

FEBRUARY 23, 2023

Are your clients seeking tax-advantaged retirement solutions? There’s one that many advisors often overlook — and which can deliver the higher retirement income many clients prefer.

Taxes 101

Taxes Retirement Clients 101

MarketWatch

FEBRUARY 23, 2023

Justice Department officials on Thursday said Alphabet Inc.’s GOOGLGOOG Google destroyed evidence related to an antitrust lawsuit that looks at how the company maintained its internet search dominance. The government asked a federal judge to sanction Google for its former practice of setting employee chats to auto-delete despite the company having told the court it would preserve records required for litigation, according to a report in the Wall Street Journal.

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Government Marketing Marketing 98

Wealth Management

FEBRUARY 23, 2023

Plan4Life's Elder Planning Specialist Program can help reps deal with the array of issues facing elderly investors, from Medicare planning to long-term care needs.

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Planning 104

Indigo Marketing Agency

FEBRUARY 23, 2023

If you’ve been with Indigo for a while, you may have noticed our logo update and website refresh. We may have a new look, but we are still offering the same great custom content solutions and personalized marketing strategies. In fact, we have even taken this time to expand our services into branding refreshes, logo designs, and updated website copy.

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Financial Advisor Marketing Marketing Financial Advising 97

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Wealth Management

FEBRUARY 23, 2023

Bisnow looks at the implications of the Western drought on the CRE market. Google is asking employees to share desks as it downsizes its office footprint, reports CNBC. These are among today’s must reads from around the commercial real estate industry.

Marketing 98

Marketing Marketing 98

Calculated Risk

FEBRUARY 23, 2023

From CoStar: STR: Weekly US Hotel Occupancy Eclipses 60%, the First Time Since Mid-November U.S. hotel performance increased from the previous week, according to STR‘s latest data through Feb. 18. Feb. 12-18, 2023 (percentage change from comparable week in 2019*): • Occupancy: 60.8% (-5.5%) • Average daily rate (ADR): $156.10 (+19.5%) • Revenue per available room (RevPAR): $94.94 (+12.9%) *Due to the pandemic impact, STR is measuring recovery against comparable time periods from 2019.

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Wealth Management

FEBRUARY 23, 2023

The new, on-demand learning platform is based on the work of Dr. Daniel Crosby, the wealthtech company’s chief behavioral officer.

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Million Dollar Round Table (MDRT)

FEBRUARY 23, 2023

By Matt Pais, MDRT Content Specialist With all the work advisors do for their clients’ financial health, it can be easy to overlook their own needs. This includes MDRT Past President Brian D. Heckert, CLU, ChFC , a 35-year member from Nashville, Illinois. Earlier in his career, thanks to his professional success, he accumulated other businesses including a car wash and multiple shoe stores.

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Insurance Sales Clients Investing 85

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Wealth Management

FEBRUARY 23, 2023

The chief brand officer of Elements discusses how they provides advisors a way to capture vital client data to present a holistic picture of their financial life.

Financial Planning 98

Financial Planning Planning Clients 98

The Better Letter

FEBRUARY 23, 2023

I am part of the latest Building the Behavioral Advisor cohort offered by Brian Portnoy, Joy Lere, and the terrific group at Shaping Wealth. It is an intensive, 100-day program to train advisors to guide their clients on timely financial decisions and on timeless considerations of how money fits into a meaningful life. I recommend it highly. This week’s TBL uses themes Brian and his team have developed for this endeavor.

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Portfolio Clients Management Portfolio Management 70

Wealth Management

FEBRUARY 23, 2023

The buildings — in San Francisco, New York, Boston and Jersey City, New Jersey — are owned by Columbia Property Trust.

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MarketWatch

FEBRUARY 23, 2023

Exxon Mobil Corp. XOM disclosed in its 2022 annual report that it had 62,300 employees at the end of last year, to mark a third-straight year that the oil giant’s workforce has been reduced. After having 74,900 employees at the end of 2019, a sharp drop in oil prices to start 2020 as the COVID-19 pandemic took hold, led to a 2,900 reduction to 72,000 employees at the end of 2020, and then a 9,000 decline to 63,000 employees at the end of 2021, before another 700 jobs were cut in 2022.

Marketing 76

Marketing Marketing 76

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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting

Wealth Management

FEBRUARY 23, 2023

Real estate investors face dual imperatives: to produce returns and to advance the low-carbon transition.

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MarketWatch

FEBRUARY 23, 2023

Humana Inc. HUM said Thursday it has decided to exit the Employer Group Commercial Medical Products business, which includes fully insured, self-funded and Federal Employee Health Benefit medical plans and rewards programs. “The company remains committed to the long-term growth of its core Insurance lines of business, including Medicare Advantage, Group Medicare, Medicare Supplement, Medicare Prescription Drug Plans, Medicaid, Military and Specialty (Dental, Vision, Life, etc.), as well as its C

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Medical Healthcare Insurance Planning 76

Wealth Management

FEBRUARY 23, 2023

Be careful of suffocating the freedom of your employees to be themselves and bring their full selves to work.

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MarketWatch

FEBRUARY 23, 2023

Shares of Nikola Corp. NKLA climbed 1.7% in premarket trading Thursday, after the electric vehicle maker reported a narrower-than-expected loss but revenue that fell well short of forecasts. Net losses widened to $222.1 million, or 46 cents a share, from $90.9 million, or 39 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted per-share losses widened to 37 cents from 23 cents, beating the FactSet loss consensus of 43 cents.

Marketing 76

Marketing Marketing 76

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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication

Wealth Management

FEBRUARY 23, 2023

A Securities and Exchange Commission proposal to overhaul how mutual-fund shares are priced has provoked fierce opposition.

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Commission 87

MarketWatch

FEBRUARY 23, 2023

Moderna Inc. MRNA said Thursday it had net income of $1.465 billion, or $3.61 a share, in the fourth quarter, down from $4.868 billion, or $11.29 a share, in the year-earlier period. Revenue fell to $5.084 billion from $7.211 billion a year ago. The FactSet consensus was for EPS of $4.60 and revenue of $5.017 billion. The decline in sales was mostly due to a steep fall in sales of the company’s COVID vaccines.

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Sales Medical Marketing Marketing 75

Clever Girl Finance

FEBRUARY 23, 2023

Everyone knows that college is expensive. And scholarships for black women can be helpful when you want to avoid debt or if paying for college would be a challenge. Scholarships are essentially free money that you don't have to pay back. When you don't have to pay out of pocket or take out student loans, you're free to focus on your studies and future career.

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Education Communication Media Planning 69