Wed.May 25, 2022

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Financial Services Challenges & Innovative Marketing Opportunities

Steven J. Wilson

Financial services companies are under constant pressure to keep up with the latest trends and technologies. They also face intense competition from other companies offering similar products and services. As a result, innovation is essential for financial services companies to stay ahead of the curve and meet the needs of their customers. However, innovation can […].

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Inflation and the Stock Market

Integrity Financial Planning

In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? After months of rising inflation, April’s inflation numbers went down the slightest bit. How do these numbers factor into a financial plan? Brian talks about a company that tracks inflation and how now compares to how it was calculated in the past.

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Changing Direction Slightly

Aleph

Photo Credit: mark m || Every now and then, a change in tactics is justified. In 1994, there did come a limit where valuations of long debt undershot and started to come back. After more thought, the short-term yield effect of convexity hedging probably peaks out around 2.5-3.0% on 30-year mortgages. Unless the Fed becomes an aggressive seller of the their long bonds, and now-long MBS, I don’t see long rates going past their recent highs.

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The importance of volunteers

Accounting for Good

The post The importance of volunteers first appeared on ACCOUNTING FOR GOOD.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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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Market Update for April 2022

ModernAdvisor

April was a difficult month for equity markets around the world, while bonds continued to suffer. April 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. April was a difficult month for equity markets around the world, […].