Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. centrally flat.

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Zoe Financial

SEPTEMBER 11, 2023

August retail sales. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Looking forward to next week: August CPI. August PPI.

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Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Zoe’s Vetting Process to Find Top Financial Advisors.

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Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” Retail Banking 2025 and Beyond,” August 2022. What will the future of banking look like?

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Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% FOMC meeting on Wednesday. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. month-over-month. month-over-month.

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Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

JULY 17, 2023

June retail sales and housing market data. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. What to look out for this week: Earnings will be a big part of the story.

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Zoe Financial

MAY 14, 2023

April retails sales and expected earnings from a couple “proxies” for the economy. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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Marketing Marketing Wealth Management Financial Advisor 52

WiserAdvisor

APRIL 4, 2025

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028.

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Wealth Management Management Financial Advisor Financial Planning 40

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.

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Clients Investments Investing Management 159

Ballast Advisors

OCTOBER 10, 2023

Many major retailers rolled out Black Friday and Cyber Monday promotions as early as October. Connect with our amazing team to ensure that your holiday budgeting aligns with your comprehensive financial goals. Being prepared will not only save you some serious cash but also some unnecessary stress.

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Clever Girl Finance

APRIL 24, 2023

It doesn't mean that you can never do some retail therapy again, but while you have money troubles, it's a smart move to make. Best places to find financial solutions Speaking about your money problems can often help you put things in perspective and help you come up with solutions to financial issues that you hadn’t thought of before.

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Budgeting Planning Banking Accounting 82

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. I’m Barry Ritholtz. My special guest this week is Tom Rampulla.

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Clever Girl Finance

APRIL 24, 2023

It doesn't mean that you can never do some retail therapy again, but while you have money troubles, it's a smart move to make. Best places to find financial solutions Speaking about your money problems can often help you put things in perspective and help you come up with solutions to financial issues that you hadn’t thought of before.

Budgeting 52

Budgeting Planning Banking Accounting 52

Clever Girl Finance

APRIL 24, 2023

It doesn't mean that you can never do some retail therapy again, but while you have money troubles, it's a smart move to make. Best places to find financial solutions Speaking about your money problems can often help you put things in perspective and help you come up with solutions to financial issues that you hadn’t thought of before.

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Budgeting Planning Banking Accounting 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

This isn’t a retail investor problem, it’s a flaw in the human condition. But the key benefit of independent, fee-only financial advice just might be the objectivity of an experienced professional that has shepherded clients through different markets and understands the dangers of recency bias. The post Recency Bias!!!

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Assets Investments Investing Marketing 59

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

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The Big Picture

APRIL 25, 2023

RITHOLTZ: The Bureau of Business Prevention is how the retail brokers used to describe compliance. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. And the good work that since that book was written, that advisors have really done to democratize investing.

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Sara Grillo

SEPTEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

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Abnormal Returns

MAY 12, 2025

podcasts.apple.com) Brendan Frazier talks with Michael Lecours, a financial advisor and co-founder of fpPathfinder, about making the intangible value of financial planning, tangible. kitces.com) AdvicePay is buying AdvisorBOB, which offers a solution that automates advisor payout calculations. How to make it work.

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Don Connelly & Associates

MARCH 31, 2025

Its taken nearly two decades for the financial services industry to overcome the massive trust deficit that sprung from the 2008 Financial Crisis. The good news is financial advisors are once again viewed as the most trusted source of financial advice, with nearly two-thirds of retail investors expressing a high level of trust.

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