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In recent years, many financial advisors have turned to social media as a marketing tool to connect with prospective clients. Its ease of use and potential to reach large audiences have made it a very attractive channel to generate potential leads. But as a highly competitive venue with an excess of information, personal finance personalities, trends, and products, social media is rife with individuals all vying for everyone’s attention.
Markets The yield curve is once again inverted. (morningstar.com) Comparing the last three big bear markets. (priceactionlab.com) Finance VCs are once again doing due diligence. (theinformation.com) Jamie Dimon is cautious about the economy. (finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content. (variety.com) Netflix ($NFLX) has teamed up with Microsoft ($MSFT) to power a ad-supporting tier.
Some stocks hold up well during corrections, but bear markets eventually take down everything. And that’s about where we are today. As of this morning, only nine stocks* representing $1 trillion of market cap are within 5% of their 52-week high. 145 stocks representing $9 trillion in market cap are within 5% of their 52-week low. Bear markets experience indiscriminate selling, but there’s an order to it.
Books An excerpt from “American Cartel: Inside the Battle to Bring Down the Opioid Industry” by Scott Higham and Sari Horwitz. (washingtonpost.com) An interview with David Wengrow, co-author of "The Dawn of Everything." (wired.com) An excerpt from "Arbitrary Lines: How Zoning Broke the American City and How to Fix It" by M. Nolan Gray. (fastcompany.com) Health Researchers are looking more at the relationship between circadian rhythms and health.
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
By Cynthia Nallely Rodriguez Barbosa For some of the people you’re calling, you’re creating a negative experience. It’s not personal. A telecommunications company surveyed thousands of young people and found that 81% of respondents feel anxious about making or receiving a phone call. Why? They consider it a waste of time. They do not like to do favors, and many times when someone calls, it’s to ask for something.
A new survey by NAIFA’s industry partner LIMRA and EY found that about 75% of employers believe they will need to modify their employee benefits packages within the next five years to attract and retain top talent. Among the top benefits employers believe workers will be most interested in are: life insurance, paid family and medical leave, short-term disability, long-term disability, and physical wellness programs.
A new survey by NAIFA’s industry partner LIMRA and EY found that about 75% of employers believe they will need to modify their employee benefits packages within the next five years to attract and retain top talent. Among the top benefits employers believe workers will be most interested in are: life insurance, paid family and medical leave, short-term disability, long-term disability, and physical wellness programs.
Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week’s podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We saw some really speculative investing trends, like margin investing, occur […] Margin investing, or taking on debt to invest, is very risky.
The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. As low-cost online automated investment services have increased competition for portfolio management and asset allocation services, financial advisors have responded by moving up the value chain and adding a wide array of financial planning services to their business.
Yesterday's post about the single stock, option combo ETFs got me thinking about older options-centric funds that we've looked at over the years. I've dabbled with a couple of these but they can be tricky to own and it has been a long time since I used any in client accounts. I thought it might be useful to check in on a few to see whether they can play some sort of role and if so, what that role might be.
My thanks go to Professors Mark Beasley and Bruce Branson of North Carolina State University’s Poole College of Management (the Enterprise Risk Management Initiative). They recently published 2022 The State of Risk Oversight: An Overview of Enterprise Risk Management Practices – 13th Edition. I believe this is their best edition and thank them for the […].
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.
Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for Innovator of the Year Thought Leader of the Year (July 14, 2022) — Derek Notman, CFP® was named one of this year’s Rising Stars in the 2022 WealthManagement.com Industry Awards program.
With inflation rising to its fastest pace in decades, the Federal Reserve raised interest rates twice in recent months. Heading into their July meeting, another 75 basis point hike is expected after a similar increase in June. But raising rates could come at a cost. The fear is that raising rates too fast could force the economy into a recession. No doubt, economic uncertainty remains high amid surging inflation, but the hope is that the worst is behind us.
Whether you're new to political advocacy or a grassroots leader, NAIFA's Get Out the Vote is a great resource for everything you need to know about NAIFA's political advocacy. Find information on polling dates and locations, ballot measures, and your elected officials. Brush up on Government 101 or find the text of individual bills—this site has useful information for everyone.
For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. We asked Letizia handpicked questions about the firm, its strategies and it’s processes. It was great to talk with Letizia and hope you enjoy her answers as much as we did. Modernize Your Website. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised Fund (DAF). DAFs are relatively easy to fund, easy to manage, and they ensure that you get a tax deduction for the full, appreciated value of your donated stock. A tax deduction that can be especially beneficial in a high-income tax year, as may be the case when you have significant equity compensation activity.
If you're a rock-star financial advisor, you already know that creating connections with your clients is the key to a successful business. It's not enough to simply deliver excellent service, you need to ensure that every interaction is meaningful and that every touchpoint along the buyer's journey delivers value.
TCS vs Infosys: In the digital era, everyone has a vested interest in technology. Upgrading and upskilling oneself digitally is at its peak. So is the investor’s interest in investing in the top IT companies in the country. When we say top IT company the two big names that come to our mind are Infosys and everyone’s favorite TCS. In this article on TCS vs Infosys, we will take a closer look at the fundamentals of the company.
Social Security is a federal program in the United States run by the Social Security Administration (SSA). Under the program, retirement benefits and disability income are provided to qualified people including their spouses, children, and survivors. A person must be at least 62 years old and have contributed to the Social Security program for a period of 10 years or more to qualify for Social Security retirement benefits.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Travel can be one of the most pleasurable activities in life. That is, as long as nothing goes wrong. And that’s where travel insurance comes into the picture. For a relatively small additional cost, you can add a travel insurance plan to your itinerary that will give you complete peace of mind on your trip. That’s why we’ve assembled this list of the seven best travel insurance of 2022.
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