Midstream Marketing

JANUARY 19, 2025

One of the biggest challenges that most investment advisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one. A lot has changed even in the 40 years since the Investment Advisor’s Act was last amended.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Midstream Marketing

NOVEMBER 12, 2024

Key Highlights Find new ways to get better at being a financial advisor. Look into digital marketing steps like boosting your website and email marketing to get new clients. You might want to create blog posts, articles, or videos about current financial trends. This way, you can become a trusted voice in the market.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

WiserAdvisor

JUNE 4, 2025

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. For example, a clients investment choices should align closely with their tax strategy, too.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Abnormal Returns

OCTOBER 29, 2024

theverge.com) How social media can wreck your investing plan. blogs.cfainstitute.org) Investment success is about small advantages compounded over time. michaelparekh.substack.com) Oil The global oil market seems well supplied. abnormalreturns.com) Adviser links: serving Boomers. axios.com) If you believe the numbers.

Financial Advising 162

Financial Advising Media Investment Planning Economy 162

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. We will look at different parts of digital marketing. This will help you stand out in a busy market.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

DECEMBER 10, 2024

We will also explore content marketing to help you stand out in your field. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. By promoting their brand, advisors can run effective marketing campaigns.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Abnormal Returns

NOVEMBER 6, 2024

Prediction markets Prediction markets got things right this go round. coindesk.com) When election prediction markets pay out. axios.com) One thing prediction markets got wrong. finance.yahoo.com) Apple Apple ($AAPL) is investing in Globalstar to support satellite capabilities. It's getting cutthroat out there.

Financial Advising 173

Financial Advising Economy Media Sales 173

The Big Picture

SEPTEMBER 30, 2022

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. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.

Portfolio 297

Portfolio Clients Financial Advising Marketing 297

Abnormal Returns

OCTOBER 24, 2024

Markets Degeneracy has become a fixture of the current environment. howardlindzon.com) The stock market's biggest winners started out as small caps. awealthofcommonsense.com) Cash was never meant to be a long-term investment. awealthofcommonsense.com) Cash was never meant to be a long-term investment.

Investments 288

Investments Investing Startup Financial Advising 288

Abnormal Returns

AUGUST 28, 2024

Markets The Fed's balance sheet continues to shrink. sherwood.news) Companies Is any media companies actually investable? sherwood.news) The NFL Private equity investments in the NFL are a go. bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: the market canopy.

Marketing 268

Marketing Marketing Financial Advising Media 268

Abnormal Returns

OCTOBER 7, 2024

(wired.com) Venture Capital The venture capital market is still working through its excesses. optimisticallie.com) Even before the hurricanes, Florida's housing market was cooling off. wsj.com) Earlier on Abnormal Returns Adviser links: building an enduring franchise. abnormalreturns.com) What you missed in our Sunday linkfest.

Investing 278

Investing Investments Financial Advising Retail 278

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Abnormal Returns

SEPTEMBER 15, 2023

Markets When network effects reverse, look out. wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. ft.com) Venture capital Most companies are not suitable for a venture capital investment. abnormalreturns.com) The question with emerging market equities is if, not when.

Investments 264

Investments Investing Financial Advising Manufacturing 264

Abnormal Returns

MAY 1, 2024

collabfund.com) Markets have to clear. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good luck identifying them. behaviouralinvestment.com) How to think about debt.

Marketing 278

Marketing Marketing Financial Advising Economy 278

Abnormal Returns

JANUARY 20, 2023

Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

JANUARY 28, 2024

humbledollar.com) What happens when you stop focusing on the stock market. abnormalreturns.com) An example where investing out of spite doesn't work out. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Stop obsessing about the Fed's next move.

Marketing 277

Marketing Marketing Financial Advising Economy 277

Abnormal Returns

FEBRUARY 17, 2023

Markets European natural gas prices are back down to Q4 2021 levels. marketwatch.com) Strategy Copycat investing is blind alley. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Zero day options are growing in popularity. Then check out our weekly e-mail newsletter.

Investments 245

Investments Investing Financial Advising Media 245

Abnormal Returns

OCTOBER 19, 2023

marginalrevolution.com) Housing What it would take to unlock the housing market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Global Poland's voters pushed back against autocracy. politico.com) China's fertility rate has fallen off the table.

Financial Advising 263

Financial Advising Investing Investments Media 263

Abnormal Returns

AUGUST 18, 2023

Strategy Even if you have the news, doesn't mean you can predict the market's reaction. washingtonpost.com) Global Novo Nordisk ($NVO) dominates the Danish stock market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theirrelevantinvestor.com) Don't confuse cash and bonds.

Investing 245

Investing Investments Financial Advising Startup 245

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously." observer.com) Treasury market liquidity is a growing risk. ft.com) Credit cards are a legacy system. Thanks, Dave!

Startup 244

Startup Marketing Marketing Financial Advising 244

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. thinkadvisor.com) RIAs continue to move up market. riabiz.com) Joe Duran's RIse Growth Partners just made its first (big) investment. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise.

Taxes 263

Taxes Financial Advising Financial Advice Assets 263

Abnormal Returns

NOVEMBER 9, 2022

Markets If nothing else, the Fed is causing investors pain. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? howiesarchive.com) The risk/reward equation for bonds has done a 180. pragcap.com) FTX How FTX unraveled. thediff.co) The Binance deal for FTX is not a foregone conclusion.

Investing 246

Investing Investments Financial Advising Advertising 246

Abnormal Returns

MAY 24, 2023

Markets Bank stocks used to be boring to trade. calculatedrisk.substack.com) Why so many people feel locked out of the housing market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not any more. wsj.com) Companies have not not shy about buying back stock YTD.

Investing 244

Investing Investments Financial Advising Startup 244

Abnormal Returns

JUNE 18, 2024

Markets Market breadth is not great. ofdollarsanddata.com) Pension funds could skip on the alternatives and just invest in low-cost index investments. crr.bc.edu) Strategy The many ways in which investing is NOT like poker. crr.bc.edu) Strategy The many ways in which investing is NOT like poker.

Financial Advising 298

Financial Advising Media Assets Economy 298

Abnormal Returns

SEPTEMBER 26, 2024

Markets U.S. ft.com) Investing is simple but not easy. advisorhub.com) Fund management Are lower rates going to put a dent in money market funds? abnormalreturns.com) Personal finance links: assessing your financial situation. abnormalreturns.com) The investment world was a different place when Josh Brown started writing.

Financial Advising 278

Financial Advising Media Economy Investments 278

Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: realistic deepfakes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 298

Financial Advising Startup Manufacturing Media 298

Abnormal Returns

OCTOBER 14, 2024

Markets Checking in on the bull market, two years in. mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Abnormal Returns

OCTOBER 2, 2024

Markets The U.S. is roughly 50% of global market cap. riskofruinpod.substack.com) Gen Z is getting a jump start on investing compared to prior generations. biopharmadive.com) Finance The big trading firms have displaced investment banks as the backbone of the financial system. billion round.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

AUGUST 22, 2024

wsj.com) The popularity of sports gambling as a market failure. wealthmanagement.com) Fund management How passive investing has created market inefficiencies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? youngmoney.co) Hedge funds are pulling back from the Mag 7.

Financial Advising 275

Financial Advising Media Manufacturing Economy 275

Abnormal Returns

SEPTEMBER 30, 2024

Markets The China stock market rally is very broad. sherwood.news) China's stock market is on board with economic stimulus. axios.com) The China stock market rally has gotten U.S. sherwood.news) Strategy The time to prepare for a bear market is before it is on the horizon. ETF investor attention.

Financial Advising 264

Financial Advising Financial Advice Economy Media 264

Abnormal Returns

JUNE 24, 2024

(youtube.com) Callie Cox talks with Jeff Benjamin about her new role at Ritholtz Wealth and the state of the markets and economy. standarddeviationspod.com) Fisher Investments Some estimates on how much a stake in Fisher Investments went for. riabiz.com) Fisher Investments is a unique asset.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

JUNE 23, 2024

Strategy Mean reversion happens in the stock market. awealthofcommonsense.com) Successful investing requires getting your time horizon correct. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good luck trying to time it. disciplinefunds.com) Always check the ticker.

Medicine 311

Medicine Financial Advising Economy Media 311

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? ft.com) Every market correction doesn't turn into a bear market. awealthofcommonsense.com) Finance Whatever you call it, clean energy investment is growing. Treasury market is set for some big changes. wsj.com) The U.S. wsj.com) The U.S.

Financial Advising 264

Financial Advising Media Economy Portfolio 264

Abnormal Returns

JULY 29, 2024

Markets Commodities are back down to their lows of the year. ft.com) AI Matteo Wong, "Even if generative AI is a bubble, that still doesn’t mean all this investment is for nought." sherwood.news) Earlier on Abnormal Returns Adviser links: loving encouragement. sherwood.news) Why forecasting is so difficult.

Financial Advising 264

Financial Advising Media Government Investments 264

Abnormal Returns

AUGUST 25, 2024

awealthofcommonsense.com) Just because something is an index fund doesn't mean its a good investment. wsj.com) Most market arguments are because of differing time frames. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 277

Financial Advising Economics Media Economy 277

Abnormal Returns

JULY 3, 2024

Strategy Politics and investing don't mix. howardlindzon.com) Good luck trying to time market factors. rogersplanning.blogspot.com) Not all investment decisions are created alike. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Startup 276

Startup Financial Advising Media Economy 276

Abnormal Returns

AUGUST 9, 2024

Markets This proposed ETF filing top ticked the market. ft.com) Strategy Forecasting interest rates is just as hard as forecasting the stock market. awealthofcommonsense.com) The stock market has always found a group of stocks that fit a 'new paradigm.' allstarcharts.com) Has the tech momentum trade fully unwound yet?

Financial Advising 278

Financial Advising Media Government Banking 278