The Reformed Broker
MAY 29, 2023
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.
Nerd's Eye View
MAY 29, 2023
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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Abnormal Returns
MAY 29, 2023
Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. (kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." (wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. (rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!
Getting Your Financial Ducks In A Row
MAY 29, 2023
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.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
A Wealth of Common Sense
MAY 29, 2023
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
MAY 29, 2023
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
Don Connelly & Associates
MAY 29, 2023
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.
Investment Writing
MAY 29, 2023
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.
Hubly
MAY 29, 2023
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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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.
International College of Financial Planning
MAY 29, 2023
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.
Trade Brains
MAY 29, 2023
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.
International College of Financial Planning
MAY 29, 2023
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
Calculated Risk
MAY 29, 2023
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.
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.
International College of Financial Planning
MAY 29, 2023
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.
Calculated Risk
MAY 29, 2023
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.
International College of Financial Planning
MAY 29, 2023
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?
The Big Picture
MAY 29, 2023
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
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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.
International College of Financial Planning
MAY 29, 2023
The post 5 Reasons to Consider a Career in Wealth Management appeared first on International College of Financial Planning.
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