Nerd's Eye View

JULY 8, 2022

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

Financial Planner 141

Financial Planner Clients Assets Media 141

Norman Marks

JULY 8, 2022

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 […].

Risk Management 97

Risk Management Management 97

Trade Brains

JULY 8, 2022

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.

Manufacturing 81

Manufacturing Commission Government Investing 81

Walkner Condon Financial Advisors

JULY 8, 2022

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.

Economics 59

Economics Financial Advisor Economy Portfolio 59

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Accounting

Sara Grillo

JULY 8, 2022

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.

Financial Advisor 59

Financial Advisor Financial Planner Clients Compliance 59

Trade Brains

JULY 8, 2022

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.

Manufacturing 52

Manufacturing Economy Pharmaceutical Sales 52

Advisor Websites

JULY 8, 2022

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

Financial Advisor 52

Financial Advisor Clients Financial Services Marketing 52

Good Financial Cents

JULY 8, 2022

Options trading is becoming increasingly popular, especially as investors look for new and different strategies to improve retirement portfolio performance. Options trading is a higher-risk activity than other types of investing, but it can be profitable if you are knowledgeable and understand those risks. To help you improve your options trading game, we offer this guide with what we believe to be the six best options trading platforms of 2022.

Commission 53

Commission Accounting Investing Investments 53

Random Roger's Retirement Planning

JULY 8, 2022

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.

Portfolio 56

Portfolio Communication Management Assets 56

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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