NAIFA Advisor Today

MARCH 15, 2024

Jill Judd is a distinguished Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS), and Retirement Income Certified Professional (RICP) with extensive experience in the insurance industry. Jill's expertise in the field has also led her to serve as a past President of NAIFA.

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NAIFA Advisor Today

JANUARY 4, 2024

The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend.

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NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

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NAIFA Advisor Today

APRIL 20, 2023

On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning?

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Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

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NAIFA Advisor Today

AUGUST 9, 2022

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.

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NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan. Capitol that was supported in attendance by board members from NAIFA’s advocacy partner, Women in Financial Services (WIFS).

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NAIFA Advisor Today

JUNE 1, 2023

With more than 175 participants, the program featured top speakers sharing their experiences with diversity , how to recruit more diverse talent into the insurance and financial services industry, and strategies to reach underserved populations.

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Nationwide Financial

DECEMBER 8, 2022

The group is also focused on attracting diverse talent who may not previously have considered a financial services career. These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services.

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Advisor Perspectives

DECEMBER 15, 2023

With the final business of 2023 being wrapped up, the financial services community is starting to look forward to 2024. The first big event of the new year will be the Exchange 2024 conference.

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Carson Wealth

APRIL 16, 2024

With a dad like Managing Partner & Wealth Advisor Sam , were any of us surprised that Zach would wind up in the financial services industry? Speaking of our growing team, Client Service Manager Amy Fouch had her baby on Easter Sunday! We look forward to all the fun events the summer will bring!

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Nerd's Eye View

OCTOBER 19, 2023

pre-retirees with employer pension annuity choices), political or religious affiliations, or significant life events that create central themes and recurring concerns that an advisor can specialize in (e.g., These needs are often understood in terms of a client's occupation (e.g.,

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Advisor Perspectives

OCTOBER 4, 2023

Last year, Exchange solidified itself as the most valuable advisor-centric event in the country, uniting advisors with thought leaders and experts in financial services, fintech, and economics. Exchange 2024 looks to be the boldest yet.

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NAIFA Advisor Today

AUGUST 15, 2023

The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 5.

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Million Dollar Round Table (MDRT)

MARCH 26, 2023

Prospecting What Etherington, who is also a Top of the Table member, was saying is that prospecting is the lifeblood of building a financial services practice. When you walk into a room full of people at a networking event or when meeting someone one-to-one, you should be asking yourself, “How can I help?”

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Nerd's Eye View

JANUARY 10, 2023

In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)

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Mish Talk

NOVEMBER 7, 2022

A Morning Consult offers a First Look at Consumers' 2022 Holiday Plans Key Takeaways Financial Service: To avoid going into debt this holiday season, consumers are being smarter about budgeting in advance and are more likely to favor a BNPL approach to cover holiday expenses over opening a new credit card.

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Nerd's Eye View

DECEMBER 13, 2022

We also talk about how, after leaving a former firm (and his referral sources), Terry decided to rebuild his practice through hosting dinner seminars on Social Security and Medicare with a third-party marketing solution that would send out the mailers, provided the presentation materials, and was able to consistently get $3M to $5M of new AUM from (..)

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Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. What Services does M1 Finance Offer? So, is M1 Finance secure?

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Trade Brains

JANUARY 1, 2024

In this article we shall see Indian Stock Market Recap of 2023, where we will see the key events and developments that happened last year. Moreover, the Reserve Bank of India (RBI) raised its repo rate to 6.5% in February 2023 but later kept the numbers unchanged to strike a balance between inflation and growth rates.

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SEI

SEPTEMBER 21, 2022

Auditors increasingly request institutions to complete the assessment to demonstrate compliance, making CAT widely used across financial services. As a highly regulated financial institution, audits are an ongoing process and an investment in cybersecurity is a priority. 3: Event Detection. 3: Event Detection.

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SEI

AUGUST 19, 2022

22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. Business event-based alerts and notifications. Analytics-as-a-Service (AaaS).

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The Irrelevant Investor

OCTOBER 21, 2021

One small change in the grand scheme of things, but very important for today's topic, is how we in the financial services industry get together. But over the years, as someone who has been involved in the production of these events, I've heard, and thought, that there has to be a better way. How we spend money. Seeing friends.

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FMG

OCTOBER 6, 2022

SmartOffice — SmartOffice , the customer relationship managemen t s olution from Ebix, is a financial planning CRM that helps financial advisors tackle critical tasks like analysis, communication, and client services. . Keeping up with appointments, meetings, and other important events can be a challenge.

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International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

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FMG

JANUARY 24, 2024

Ditch the Dinner Seminars and Create Experiences Instead Traditional financial advisor events for clients, like seminars, dinners, and informative presentations, aren’t enough to attract millennial investors. Meyers Financial Services Inc. Gottlieb makes information easy to find for everyone.

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eMoney Advisor

APRIL 26, 2023

The financial services industry is a prime target for cybercriminals. A supply chain attack is a specific type of cyberattack where your system is infiltrated through a third-party vendor, such as your financial planning software, computer system monitoring platform or phone system provider.

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SEI

SEPTEMBER 1, 2022

Flexible and accepted : From intermediaries facilitating transitions to financial services organizations that accept crypto, it’s more accessible now than ever. . This material represents an assessment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.

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Indigo Marketing Agency

FEBRUARY 12, 2024

Regularly publishing valuable insights, market analyses, and relevant articles positions financial advisors as experts in their field, attracting and retaining engaged audiences. Educational Workshops and Webinars Hosting educational events, either in person or virtually, demonstrates a commitment to client education.

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Carson Wealth

NOVEMBER 27, 2023

But it is hard to consider this a negative event, and it will likely lead to better productivity and economic growth. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. onshoring).

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FMG

JULY 20, 2022

As a financial advisor, generating leads you can convert into clients is essential. Physical generation focuses on in-person events, print, and more. Without a doubt, the financial service industry is broad, so there’s a sea of potential clients that you need to narrow down. Host Online Events. Build a Blog.

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Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. He has shared insights at numerous conferences and events and maintains an active role on the firm’s Board of Directors.

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Trade Brains

MARCH 27, 2024

The markets move in response to news and events, and when some prominent investors invest or divest in a company, the stock price moves sideways or downward. 2,06,057 crore, Jio Financial Services worth Rs. 3,526 crore, and Jio Financial Services- Rs. 7,679 crore, Alok Industries worth Rs. 4,495 crore. 2139 crore.

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Indigo Marketing Agency

JANUARY 11, 2021

About Investments & Wealth Institute Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Need Help Growing Your Business?

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Harness Wealth

MARCH 17, 2023

An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.

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Harness Wealth

JUNE 5, 2024

When a new tax client registers for Harness, the platform recommends three tax advisory firms that align with their unique and personal needs, functioning like algorithmic match-making for the financial services industry.

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Brown Advisory

SEPTEMBER 21, 2022

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

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