Midstream Marketing
JANUARY 19, 2025
Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Understand the significance of website optimization and social media engagement for client interactions. Gain insights on crafting your digital presence to target and engage with ideal clients effectively.
Random Roger's Retirement Planning
JANUARY 19, 2025
Barron's looked at the merits of holding cash versus bonds which fits in here very well. The article was fine for the most part. It generally tilted toward cash between the two, until the end when it quoted an investment advisor who started to extend duration a year ago, unfortunate timing. "But Elser isnt swayed from her belief that bonds make more sense than cash over the long run.
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Midstream Marketing
JANUARY 19, 2025
One of the biggest challenges that most investment advisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one. Obviously, ranking highly for certain keywords only matters if the people who discover you are those who live and work in the same areas you operate in.
Advisor Perspectives
JANUARY 19, 2025
The latest US sanctions on oil tankers hauling Russian petroleum look set to cause severe disruption across the nation’s export machine, with some of Moscow’s flows at risk of a near wipeout if history is any guide.
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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
oXYGen Financial
JANUARY 19, 2025
Advisor Perspectives
JANUARY 19, 2025
New Yorkers bowing their heads into a cutting wind is typically a bullish sign for natural gas prices, and this January is no exception.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JANUARY 19, 2025
Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.
Calculated Risk
JANUARY 19, 2025
Weekend: Schedule for Week of January 19, 2025 Monday: All US markets will be closed in observance of Martin Luther King Jr. Day Oil prices were up over the last week with WTI futures at $77.88 per barrel and Brent at $80.79 per barrel. A year ago, WTI was at $74, and Brent was at $81 - so WTI oil prices are up about 5% year-over-year. Here is a graph from Gasbuddy.com for nationwide gasoline prices.
Advisor Perspectives
JANUARY 19, 2025
As we close the chapter on Biden’s presidency, we take a moment to reflect on his legacy.
Calculated Risk
JANUARY 19, 2025
From STR: U.S. hotel results for week ending 11 January The U.S. hotel industry reported negative year-over-year comparisons, according to CoStars latest data through 11 January. 5-11 January 2025 (percentage change from comparable week in 2024): Occupancy: 49.2% (-7.7%) Average daily rate (ADR): US$144.03 (-5.9%) Revenue per available room (RevPAR): US$70.92 (-13.2%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.
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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
Advisor Perspectives
JANUARY 19, 2025
A look at how the renewable energy opportunity may and may not change.
A Wealth of Common Sense
JANUARY 19, 2025
When Dick and Mac McDonald opened the first McDonald’s the idea was to bring fast, cheap food to busy people in the suburbs of Chicago. The first hamburger back in 1948 cost just 15 cents. That’s my son’s favorite burger (ketchup only, no onions or pickles) so I know it now costs $1.89 at my local McDonald’s.1 That means we’re looking at close to a 12x price increase in the past 77 years or s.
Advisor Perspectives
JANUARY 19, 2025
In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.
Million Dollar Round Table (MDRT)
JANUARY 19, 2025
By Matt Pais, MDRT Senior Content Specialist Needless to say, it is difficult to reach Top of the Table-level production if you have no clients. Even if you have plenty, of course, it never hurts to learn another good prospecting idea. In his 2016 Annual Meeting presentation, Prospecting your way to the top, Marc A.
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.
Advisor Perspectives
JANUARY 19, 2025
There are a few things it makes sense to get a start on when a new year begins. One is tax-loss harvesting.
Abnormal Returns
JANUARY 19, 2025
Markets You can't rely on any single indicator. (tker.co) Why interest rates are rising. (disciplinefunds.com) Crypto Pump.fun is the face of the memecoin business. (wired.com) Speaking of memecoins, Trump is pumping his own. (theblock.co) Incoming Commerce Secretary Howard Lutnick's firm, Cantor Fitzgerald, is a key Tether player and ally. (bloomberg.com) Fund management Three reasons why thematic ETFs underperform by any metric.
Advisor Perspectives
JANUARY 19, 2025
The Tax Cuts and Jobs Act that President Donald Trump signed into law in December 2017 imposed a $10,000 limit on the amount of state and local taxes that can be deducted on a federal income tax return.
The Big Picture
JANUARY 19, 2025
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: Shein: Inside the Chinese factories fuelling the company’s success : We found that the beating heart of this empire is a workforce sitting behind sewing machines for around 75 hours a week in contravention of Chinese labour laws. These hours are not unusual in Guangzhou, an industrial hub for rural workers in search of a higher income; or in China, which has long been the world’s unrivalled fact
Speaker: David Worrell, CFO, Author & Speaker
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.
Advisor Perspectives
JANUARY 19, 2025
Donald Trump’s return to the White House will likely protect US stocks from a big selloff, according to Bank of America Corp. strategists, as investors focus on his protectionist agenda and proposals for lower corporate taxes.
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