Nerd's Eye View

JUNE 19, 2023

Recent years have seen an increase in the number of RIAs charging fixed monthly retainer fees, and while retainer fees can have several advantages over other types of fees, one notable disadvantage – particularly as compared to traditional AUM fees, which tend to increase automatically in line with financial markets – is that financial advisors who use them must proactively raise their fees from time to time in order to keep up with business expenses, invest in new upgrades, and incr

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Communication Clients Financial Advisor Planning 198

Abnormal Returns

JUNE 19, 2023

Podcasts Daniel Crosby talks with Michael Finke about the science of a happy retirement. (standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. (kitces.com) Matt Reiner talks with Thomas Kopelman about authenticity and social media. (mattreiner.com) M&A Why private equity continues to flood into the RIA space.

Financial Advising 186

Financial Advising Financial Planning Media Retirement 186

Indigo Marketing Agency

JUNE 19, 2023

For more LinkedIn Quick Tips, check out The LinkedIn Guide for Financial Advisors, available on Amazon now ! Your LinkedIn Summary section determines how often you will come up in keyword searches and introduces people to your firm in 2,000 characters or less. But lengthy summaries can be intimidating and tedious. While you’ll want to include relevant keywords and tell your story, your summary shouldn’t read like a novel.

Retirement Planning 98

Retirement Planning Advertising Retirement Financial Advisor 98

NAIFA Advisor Today

JUNE 19, 2023

Craig Garofolo always knew he wanted to be in the insurance and financial services industry. He had the right skill set—it was just a matter of finding the right place. After several years in sales and marketing positions, he found the right opportunity with Guardian in 2011 and started his financial services career. Since then, he has worked with and learned from many of the top professionals in the industry.

Financial Services 98

Financial Services Insurance Sales Marketing 98

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

XY Planning Network

JUNE 19, 2023

Marketing can often feel like the blackhole in your never-ending to-do list. We know that well-placed marketing efforts can attract more dream clients and lead to an ease of growth but where do you begin? That’s why we invited XYVA’s newest Service Coordinator and Marketing Expert, Catherine Kirchner, to this month’s Office Hours to share her tips and tricks that help RIA owners identify and attract more of your dream clients.

Financial Advisor 80

Financial Advisor Marketing Marketing Clients 80

A Wealth of Common Sense

JUNE 19, 2023

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Jonathan Shelon, COO of KraneShares to discuss the KLIP China Internet Covered Call Strategy. On today’s show, we discuss: Jonathans Target Date Fund experience Trends happening within China How investable is China? Ways you can invest in Chinese stocks What’s going on with China’s economy How the KWEB Call Option Str.

Economy 74

Economy Investing Investments 74

Random Roger's Retirement Planning

JUNE 19, 2023

I'm not foolin' myself Foolin' myself Not, no, no, (foolin' myself) I'm not, no (I'm not foolin' myself) I'm not foolin' I'm not foolin' myself (no) An article from Yahoo Finance asserts that Americans are fooling themselves about they're being on track to retire. Basically, account balances are too low and people either don't understand that their balance is too low or they are in denial about it.

Retirement 71

Retirement Numbers Planning Accounting 71

Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. The Dow Jones Industrial Average rose 1.25%, while the Standard & Poor’s 500 picked up 2.58%.

Marketing 59

Marketing Marketing Economics Taxes 59

XY Planning Network

JUNE 19, 2023

Marketing can often feel like the blackhole in your never-ending to-do list. We know that well-placed marketing efforts can attract more dream clients and lead to an ease of growth but where do you begin? That’s why we invited XYVA’s newest Service Coordinator and Marketing Expert, Catherine Kirchner, to this month’s Office Hours to share her tips and tricks that help RIA owners identify and attract more of your dream clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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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

Advisor Perspectives

JUNE 19, 2023

Private equity has become an increasingly viable option for many individual investors seeking to diversify their portfolios and mitigate volatility. Here are a few reasons to consider PE as part of a strategic allocation to alternatives.

Investing 52

Investing Investments Portfolio 52

Zoe Financial

JUNE 19, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 20, 2023 Watch Time: 5 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P was up 2.6% for the week, that makes it, 14.8% year-to-date. Nasdaq was up even more, 3.2% last week, 30% year-to-date. Five weeks in a row in which stocks have been up.

Marketing 52

Marketing Marketing Financial Advisor Education 52

Trade Brains

JUNE 19, 2023

Fundamental Analysis Of Finolex Cables : From the age-old saying, “Before running, learn to walk”, comes the rehashed and modern version, “Before Wifi, we had wires”. From telephone lines, internet connections, and electricity lines, a lot of data and energy transmission is done through cables — millions of miles of insulated cables that run underground right beneath our feet.

Planning 52

Planning Manufacturing Distribution Retail 52

Calculated Risk

JUNE 19, 2023

Weekend: • Schedule for Week of June 18, 2023 Monday: • At 8:30 AM ET, Housing Starts for May. The consensus is for 1.405 million SAAR, up from 1.401 million SAAR in April. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 20 and DOW futures are down 165 (fair value). Oil prices were up over the last week with WTI futures at $71.29 per barrel and Brent at $76.09 per barrel.

Marketing 52

Marketing Marketing 52

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

Indigo Marketing Agency

JUNE 19, 2023

When was the last time you updated your headshot? Or worse, maybe you don’t even have a headshot on your LinkedIn profile. You know how important a first impression is, so your headshots must be top-notch—no more outdated or low-quality pics! If you don’t want to spend the time or money for professional headshots, you might want to consider AI headshots.

Financial Advisor 52

Financial Advisor Media Marketing Marketing 52

Tobias Financial

JUNE 19, 2023

The hurricane season has officially started, which means it is time to put preparations in place. The National Oceanic and Atmospheric Administration is forecasting a range of 12 to 17 total named storms, including 1 to 4 major hurricanes this season. We are well aware of the devastating impact that these storms can cause and that is why it is crucial to have a disaster plan.

Insurance Coverage 52

Insurance Coverage Food Certification Insurance 52

Calculated Risk

JUNE 19, 2023

Today, in the Calculated Risk Real Estate Newsletter: Some More Good News for Homebuilders A brief excerpt: Every housing cycle is different; however, I’ve been arguing that this cycle wouldn’t be anything like the new home market that followed the housing bust, and that this recovery would be more similar to other previous cycles. Here is an updated graph from the previous posts showing new home sales from the Census Bureau for four periods: 1978-1982, 1989 -1993, 2005-2020, and current (red).

Sales 52

Sales Numbers Marketing Marketing 52

Trade Brains

JUNE 19, 2023

Understanding what is India Vix, meaning & importance: Ever heard of India Vix? If you’re involved in the market for some time and particularly active in the share market during the COVID19 Pandemic, then I’m sure that you would definitely have come up with the term “India Vix” at least a couple of times mentioned on different financial news channels and websites.

Marketing 52

Marketing Marketing Portfolio Investing 52

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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

Don Connelly & Associates

JUNE 19, 2023

As you might already know, the key to achieving sustainable growth in a financial advisory practice is to focus on your core business of business development and client management. From a practice management standpoint, that requires developing business processes that enable you and your team to gain greater efficiencies while increasing productivity by doing more with less.

Client Management 52

Client Management Financial Advisor Clients Management 52

Norman Marks

JUNE 19, 2023

Lisa Young has a lot of experience in cybersecurity and cyber risk management. (Look at her impressive LinkedIn profile.) When she says something about cyber and cyber risk, we should listen. Recently, she wrote a piece for ISACA, Getting More Value from Risk Assessments.

Risk Management 45

Risk Management Management Compliance Government 45

Calculated Risk

JUNE 19, 2023

The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 55, up from 50 last month. Any number above 50 indicates that more builders view sales conditions as good than poor. From the NAHB: Builder Confidence Moves into Positive Territory in June Solid demand, a lack of existing inventory and improving supply chain efficiency helped shift builder confidence into positive territory for the first time in 11 months.

Sales 143

Sales Numbers Marketing Marketing 143

The Big Picture

JUNE 19, 2023

My Juneteenth morning reads: • As the nation celebrates Juneteenth, it’s time to get rid of these three myths about slavery : Juneteenth has since become known as “America’s Second Independence Day.” Now a federal holiday, it will be celebrated by parades, proclamations, and ceremonies throughout the US. Though it commemorates a moment when enslaved African Americans were freed, the US is still held captive by several myths about slavery and people like Cummins. ( CNN ) • The Shame of the Suburb

Portfolio 258

Portfolio Economics Sales Marketing 258

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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

Calculated Risk

JUNE 19, 2023

Altos reports that active single-family inventory was up 1.8% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of June 16th, inventory was at 451 thousand (7-day average), compared to 443 thousand the prior week. Year-to-date, inventory is down 81.%. And inventory is up 11.2% from the seasonal bottom nine weeks ago.

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The Big Picture

JUNE 19, 2023

Jonathan V. Last is the editor of The Bulwark, and previously was senior writer and digital editor at The Weekly Standard and GOP thought leader, he has become known as one of the founding intellectual authors of the Republican “Never Trump” philosophy. Since 2015, he has published a series of very astute analyses and predictions about the elections.

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Accounting 332