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There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates.
We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. Further Reading: All-Time Highs in the Stock Market are Usually Followed by All-Time Highs 1The most over any 10 year time frame was 344.
Chicago-based Hightowers investment in Dechtman Wealth Management is the firms sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
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The commission charged South Carolina-based former rep Eric Cobb with defrauding clients while working for SeaCrest Wealth Management. The firm paid $375,000 to settle the charges.
Each year, commentators and pundits try to forecast what financial markets will do in the future. And each year, many of those predictions are wrong. In this post, well look at three market predictions from the pundits that didnt come true in 2024. Well also share some perspective about what those failed predictions mean for […] The post What Market Pundits Got Wrong About 2024 appeared first on Wealthfront Blog.
Each year, commentators and pundits try to forecast what financial markets will do in the future. And each year, many of those predictions are wrong. In this post, well look at three market predictions from the pundits that didnt come true in 2024. Well also share some perspective about what those failed predictions mean for […] The post What Market Pundits Got Wrong About 2024 appeared first on Wealthfront Blog.
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For November, Realtor.com reported inventory was up 26.2% YoY, but still down 21.5% compared to the 2017 to 2019 same month levels. Now - on a weekly basis - inventory is up 23.5% YoY.
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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Speaker: Claire Grosjean, Global Finance & Operations Executive
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Shareholder yield represents the total value a company delivers to its investors, calculated as a percentage of its market value. This comprehensive metric encompasses three distinct components: Dividend Yield : The traditional cash payments that shareholders receive directly from the company’s profits. Buyback Yield : The value created when a company repurchases its own shares, effectively increasing each remaining share’s worth by reducing the total number of shares in circulation.
The DOL reported : In the week ending December 7, the advance figure for seasonally adjusted initial claims was 242,000, an increase of 17,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 224,000 to 225,000. The 4-week moving average was 224,250, an increase of 5,750 from the previous week's revised average.
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Dr. John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning. Through his long-standing career, Dr. Migliaccio has contributed extensively to the field, from academic research to practical applications in financial services.
Blackrock (client holding) has some thoughts about how much Bitcoin is reasonable to hold. Not surprisingly, they say 1-2% which is what just about everyone says, including me--for anyone open to the possibility that it all turns out to be nonsense. I'm not taking the Peter Schiff stance, I've owned it for a while and not planning on selling soon but it could just be internet hokum all the same.
Trading Brett Steenbarger, "Mindset will never, by itself, make you a successful trader." (traderfeed.blogspot.com) Sean McLaughlin, "I believe traders and finance professionals don't talk enough about their struggles." (allstarcharts.com) Companies Google ($GOOGL) has never been this cheap relative to the market. (sherwood.news) Robinhood ($HOOD) was left for dead, post IPO.
Books Insights from Tae Kim's "The Nvidia Way: Jensen Huang and the Making of a Tech Giant." (wsj.com) A Q&A with Caroline Crampton author of "A Body Made of Glass: A Cultural History of Hypochondria." (npr.org) A Q&A with Claire Bishop author of "Disordered Attention: How We Look at Art and Performance Today." (thenation.com) Aging The West is not really prepared for a rapidly aging populace.
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