Millennials Are Finally Building Wealth and Hiring Financial Advisers

Advisor Perspectives

Millennials are self-centered and allergic to commitment. They switch jobs every six months and will never buy homes. And don’t get them started on marriage and kids

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Financial Planning

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SEO Basics For Financial Advisors Looking To Rank

Advisor Websites

If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors. improve advisor SEO SEO seo for financial advisers seo tips for advisors

SEO for Financial Advisors: The Key in Keywords

Advisor Websites

Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. seo for financial advisers

The Sherman Show: Clients, Advisers, Markets & Portfolios

The Big Picture

At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk.

Finance Pros Find Lessons for Today in Their Biggest Blunders

Wealth Management

Financial advisers share the biggest mistakes and best money moves they made in past downturns

Local Media: How to Land Interviews in Your Backyard

AdvisorPR

Financial advisors often don’t realize that they are sitting on a goldmine of information related to calendar-based events that local reporters would snap up in a minute. However, for a financial advisor, that works in your favor.

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Word of Mouth is a Force of Nature

AdvisorPR

The same could be said about a referral from a trusted source to your financial advisory firm. Some referral sources are more obvious than others but think not just of your service category (financial planning) but also of the age group that you prefer to work with.

Building Brand Trust in Our “New Normal”

AdvisorPR

In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life.

Friday links: old patterns

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets How do stocks beat inflation? thereformedbroker.com) The S&P 500 is not the economy. awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto?

Sunday links: the tech retrenchment

Abnormal Returns

Strategy Rising interest rates reset a whole host of financial questions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? humbledollar.com) Why fraud seems more prevalent these days.

Monday links: choosing rest

Abnormal Returns

financial-planning.com) The market has voted for transparent ETFs over non-transparent. twitter.com) Earlier on Abnormal Returns Adviser links: different words. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Logistics Firm Terra Worldwide Explores $1 Billion Sale

Wealth Management

The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business

Tuesday links: the tragedy of DeFi

Abnormal Returns

abnormalreturns.com) Adviser links: managing sudden wealth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Bonds Mortgage bond buyers are on strike. wsj.com) After the sell-off, how attractive are muni bonds?

Monday links: taking short positions

Abnormal Returns

ritholtz.com) Earlier on Abnormal Returns Adviser links: setting client expectations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The best uncorrelated asset in a downturn is mindset.

Monday links: bond market losses

Abnormal Returns

bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: what bear markets demand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How much has indexing saved investors in fees?

Friday links: generative AI

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Finance Per AngelList, the Q3 drop in venture activity was substantial. angellist.com) Questions keep getting raised about TikTok's data practices. forbes.com) Fidelity is not abandoning crypto.

Tuesday links: where future returns come from

Abnormal Returns

morningstar.com) Meet the financial influencer launching his own ETF. abnormalreturns.com) Adviser links: different words. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The yield curve is only getting more inverted.

Thursday links: community not just creators

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Diversifiers don't always work. rogersplanning.blogspot.com) Another example of why running money is difficult.

Sunday links: grand visions

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Five reasons for optimism, including 'expected returns are rising.' humbledollar.com) It's easy to forget that U.S. equities don't always outperform international equities.

Thursday links: the realm of consensus

Abnormal Returns

abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Companies Why is Zuck betting the company on the metaverse?

Tuesday links: the mountain of success

Abnormal Returns

abnormalreturns.com) Adviser links: behavioral considerations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Mark Rzepczynski, "Every good trader thinks about opportunity cost and exit strategies.

Thursday links: on-demand delivery

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Bitcoin has been boring of late. ft.com) Not all (emerging) markets are created equal. allstarcharts.com) Companies Zuck is running Meta ($META) into the ground.

Tuesday links: accepting the risk of underperformance

Abnormal Returns

abnormalreturns.com) Adviser links: changing relationships. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Yields on cash equivalents are rising rapidly.

Wednesday links: a new rule book

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Good luck trying to forecast the market using geopolitical events. awealthofcommonsense.com) On the death of the 60/40 portfolio.

Thursday links: randomness and risk

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Contrarianism A new contrary indicator courtesy of FTX. allstarcharts.com) The inverse Cramer ETF may soon be a thing.

Wednesday links: explaining your investment process

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets If nothing else, the Fed is causing investors pain. howiesarchive.com) The risk/reward equation for bonds has done a 180. pragcap.com) FTX How FTX unraveled.

Adviser links: setting expectations

Abnormal Returns

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. talks with Joshua Brown about the changing landscape for financial advisors. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S.

Friday links: upwardly rising prices

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Investors can now get non-zero yields on risk-free assets. awealthofcommonsense.com) Investing lessons learned from Julian Robertson. ft.com) Companies Starbucks ($SBUX) has a new CEO.

Wednesday links: exposed to risk

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Sometimes your best trade is a loss. allstarcharts.com) The all-weather portfolio has not fared well in 2022.

Monday links: old finance articles

Abnormal Returns

econbrowser.com) Earlier on Abnormal Returns Adviser links: the paradox of Social Security. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Friday links: not out of the woods

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Now is the time to clear out all your bad trades before the new bull market gears up. neckar.substack.com) The best asset allocation is one you can stick with.

Wednesday links: sub-optimal portfolios

Abnormal Returns

Financial knowledge not so much. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Investing is ultimately based on optimism.

Wednesday links: overweighting today’s news

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why investors have turned away from actively managed funds. on.ft.com) Why so few investors utilize managed futures. blog.validea.com) There really are only four outcomes to a trade. allstarcharts.com) Innovation Nokia ($NOK) is an object lesson in the innovator's dilemma. ritholtz.com) Newly minted unicorns are once again a rarity.

Sunday links: expectation gaps

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The Dow is trouncing the Nasdaq in 2022. theirrelevantinvestor.com) The muni bond market is having its worst year in decades.

Monday links: a giant distraction

Abnormal Returns

wsj.com) Earlier on Abnormal Returns Adviser links: financial well-being. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Companies What is Meta ($META) going to do with WhatsApp? wapo.st) What killed Blockbuster?

Friday links: undeserved assets

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Crude oil prices are down to February levels. axios.com) Why the crypto market is smaller than reported. wsj.com) Startups Y Combinator is shrinking it new class of startups.

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Wednesday links: a sentiment reversal

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Companies Companies are steering clear of the Dobbs case. axios.com) Private equity is increasingly dipping into VC territory. tomtunguz.com) FaZe Clan ($FAZE) is now public.

Thursday links: luxury goods gone bad

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets How major asset classes performed in November 2022. capitalspectator.com) Lumber is the worst performing commodity of 2022.

Wednesday links: narrow future events

Abnormal Returns

abnormalreturns.com) Adviser links: setting client expectations. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The normalization of interest rates is going to change how people invest.