Fri.Jul 08, 2022

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Weekend Reading For Financial Planners (July 9-10)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a recent study indicating that 15% of employee advisors at wirehouse firms and 7% of independent advisors affiliated with a broker-dealer are considering leaving their firm in the next one to two years. Of those most likely to stay, retention was driven primarily by the quality of the firms’ technology offering, the breadth of its products and services, and the c

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Anybody can have effective risk management

Norman Marks

In my last post, I outlined (at a very high level, with no detail) what I considered effective risk management entailed: When setting objectives, goals, and strategies, consider the things that might happen (both positive, opportunities, and negative, risks) and set achievable (if a bit of a stretch) objectives that will achieve the purpose of […].

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Best Green Energy Stocks in India to Watch out for in 2022

Trade Brains

Investing requires a more or less simple strategy to make great returns. Find the next big thing and make sure that the company is financially sound. This search has led many investors to jump into renewable energy, a concept drilled into our heads since childhood, as the future once fossil fuels are exhausted. This has led to multiple stocks in the renewable energy sector turning multi-baggers this year.

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Leveraging Down

Random Roger's Retirement Planning

Yesterday we looked at mimicking the Bridgewater All-Weather Portfolio and contrasted it with the idea of building your own sort of all weather-ish effect for your portfolio. Today I'd like to take another look at the Return Stacked: 60/40 Absolute Return Index which is a joint collaboration between ReSolve Asset Management and Newfound Research. Here's the first post from a few weeks ago.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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What is a Recession and Why a Recession Matters

Walkner Condon Financial Advisors

We have experienced quite a start to the year. The equity markets have had a difficult start to 2022, with the S&P 500, the Dow Jones Industrial, and NASDAQ all seeing double-digit losses. Many of the bond indexes have seen historically bad beginnings to the year as well. The year-to-date losses in the equity and bond markets, coupled with rising inflation rates and a persistent war in Ukraine, have greatly increased the likelihood of a recession.

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What does a financial advisor do? (day in the life of a financial advisor)

Sara Grillo

This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why I wrote this blog. Why did I find it necessary to write about the day in the life of a financial advisor? Well… Because there is so much smoke-and-mirrors about the profession, nobody is given a clear picture of what an advisor actually does.

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Talk Your Book: The State of Venture Capital

The Irrelevant Investor

Today’s show is brought to you by Allocate We had Samir Kaji, CEO and Co-Founder on the show to talk about private market opportunities in today's venture environment. On today’s show we discuss: Samir Kajis experience in private markets The late 90s vs today Typical VC fund investors How the process works with Allocate An update on current private markets and deal activity Listen here: Links: Allocate solution suite VC FAQs Series A announcement TechCrunch on Allocate Apply here to join All

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Does the Stock Market Move Ahead of the Economy?

Mullooly Asset Management

It’s often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock market bottom while the economic news worsens. Tom and […] It’s often said that the stock market looks forward, while economic data looks in the rearview mirror.

Economy 52
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How Financial Advisors Are Attracting Their Ideal Clients Online

Advisor Websites

When you strive to be the best professional you can be, clients come knocking at your door. Right?

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Best Stocks in Rubber Manufacturing Industry – Overview & Complete List

Trade Brains

How often do you come across industries that are extremely vital for the economy but are often underrated from an investment perspective? One such industry is the Rubber Manufacturing Industry. Finished products of this industry are seen across various other industries like automobiles, tyres, clothes, furniture, footwear, hose and every other machinery.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.