Mon.May 29, 2023

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Five Things That Could Knock Nvidia Down

The Reformed Broker

Okay, it’s up 10,000% since May of 2013 and is now the best performing stock in America during the past decade. Everyone is obsessed. It’s the biggest story in the market this year. Cramer has now named a second family dog after it. Jensen Huang’s name is now in the mainstream alongside Bill Gates, Steve Jobs, Mark Zuckerberg, Jeff Bezos, Elon Musk.

Marketing 333
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Accelerating Firm Growth With A Niche: How I Built A $48M AUM Advisory Firm In 3 Years

Nerd's Eye View

When a financial advisor starts their own firm, they face many important choices. One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. But with hundreds of thousands of financial advisors competing for the same prospects, it can be challenging to build a generalist advisory business from scratch.


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Adviser links: technology bets

Abnormal Returns

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. ( Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ( Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. ( Austin, TX RWM is coming to Austin, TX!

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078-05-1120 – is this Your Number?

Getting Your Financial Ducks In A Row

Hopefully it’s not what you think is your Social Security number, although it’s quite possible that at some point you (or someone you know) did think it was your (or their) correct number. Why is that? It’s a very interesting story (with thanks to the Social Security Administration for the story): The story of the most misused number of all time. Mrs.

Numbers 93
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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

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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Talk Your Book: Upside and Downside Customization For Your Portfolio

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about Halo’s latest Hedged Equity Strategies. On today’s show, we discuss: How structured notes are created Who is paying the investor back at maturity Understanding counterparty risk How callable.

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Size, Value and Factor Exposures Improve Retirement Outcomes

Advisor Perspectives

Some of the most common questions clients ask advisors revolve around retirement: How should I save for retirement? Will I have enough money to retire? Will I be able to leave something behind for my children or for philanthropic causes? New research from Dimensional addresses these questions. The study found that investors who tilt towards size, value, and profitability in their equity allocation are likely to enter retirement with significantly more assets, sustain their retirement spending lo

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Conducting Client Research to Boost Prospecting Results

Don Connelly & Associates

Highly successful advisors have long determined that the traditional shotgun approach to prospecting using blast emails no longer works. They have found that prospecting with a more targeted approach, focusing more narrowly on clearly defined ideal client types based on a readily identifiable market segment or niche, increases both efficiency and results.

Clients 52
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MISTAKE MONDAY for May 29: Can YOU spot what’s wrong?

Investment Writing

Can you spot what’s wrong in the image below? Please post your answer as a comment. I love this photo, but I don’t like the typo. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 29: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.

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Five Creative Marketing Strategies For Financial Advisors | Hubly


Financial advisors need to go above and beyond to communicate their value to clients. Here are five creative ideas to help you stand out from other firms.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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How to Choose the Right Finance Program for Your Career Goals

International College of Financial Planning

Selecting the right finance program is important for building a successful career in the financial industry. With numerous finance programs available, making the right choice can be overwhelming. This blog post is designed to be your compass, guiding you in clarifying your career objectives, assessing finance programs, and ultimately, zeroing in on the program that resonates with your ambitions.

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Fundamental Analysis of Bajaj Consumer Care – Financials & More

Trade Brains

Fundamental Analysis of Bajaj Consumer Care : How important is self-care to the Indian populace? To a population of 1.4 billion people, it’s quite important. The present decade has shown humanity on a global scale, the importance and necessity of healthy products. Recognizing that India is one of the largest markets for the healthcare and FMCG sector, major foreign entities have set up shop in India using subsidiaries.

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Why Integrated Diploma in Wealth Management is the Right Choice for a Career in Finance?

International College of Financial Planning

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field. In this blog post, we will explore the advantages of pursuing an Integrated Diploma in Wealth Management from the International College of Financial Planning (ICOFP) and why it’s the right choice for a ca

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Recession Watch Update

Calculated Risk

Way back in 2013, I wrote a post " Predicting the Next Recession. In that 2013 post, I wrote: The next recession will probably be caused by one of the following (from least likely to most likely): 3) An exogenous event such as a pandemic , significant military conflict, disruption of energy supplies for any reason, a major natural disaster (meteor strike, super volcano, etc), and a number of other low probability reasons.

Sales 145
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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

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Financial Budget 2023’s: Sector-wise Highlights

International College of Financial Planning

The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget describes the government’s income and expenditure goals and acts as a roadmap for the country’s economic progress. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year.

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Housing May 29th Weekly Update: Inventory Increased 2.1% Week-over-week

Calculated Risk

Altos reports that active single-family inventory was up 2.1% week-over-week. Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of May 26th, inventory was at 433 thousand (7-day average), compared to 424 thousand the prior week. Year-to-date, inventory is down 11.8%. And inventory is up 6.8% from the seasonal bottom six weeks ago.

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Kickstarting Your Career: Tips for Fresh Graduates

International College of Financial Planning

Are you a recent graduate ready to kickstart your career?⁣ We have the tips and tricks and some best courses you need to transition successfully. We have covered from updating your resume and interview skills to finding a course and setting career goals.⁣ Graduating is an exciting time, and it is an important phase of the study. After graduation, most of the students have a question: what to proceed further?

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10 Memorial Day Reads

The Big Picture

My Memorial Day morning reads: • Memorial Day—for All Americans : We may disagree with one another about our vision for our country, but so did the soldiers, sailors, airmen, and Marines we honor today. ( The Bulwark ) • China’s hypersonic missiles threaten US power in the Pacific: An aerospace engineer explains how the weapons work and the unique threats they pose : Chinese researchers claimed in a May 2023 research journal report that the country’s hypersonic missiles could destroy a U.S

Insurance 143
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Transforming Lending: Understanding the Power of Digital Platforms

Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

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5 Reasons to Consider a Career in Wealth Management

International College of Financial Planning

The post 5 Reasons to Consider a Career in Wealth Management appeared first on International College of Financial Planning.