Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. citywire.com) Putting some numbers on the coming wave of adviser retirement. riabiz.com) Advisers Why clients change financial advisers. kitces.com) The number of CFPs topped 103,000. thinkadvisor.com)

Communication

Midstream Marketing

JANUARY 19, 2025

Google My Business lets you provide essential information like your physical address, your phone number, the category of your business and even its most important attributes. This is why you want to not only claim your Google My Business page as soon as you can, but you also want to make sure you keep your information up to date at all times.

Marketing

Indigo Marketing Agency

MAY 31, 2025

Ericsson reports that video makes up about 60% of all smartphone traffic ; and that number was expected to jump to 74% by the end of 2024. That builds trust faster, especially in a relationship-driven industry like financial advising. These quick videos work like digital assets.

Financial Advisor

Wealth Management

JULY 18, 2025

Number 8860726. Ares Chief Executive Officer Michael Arougheti told investors that financial advisers had requested such a fund, which will allow quarterly redemptions, said the people, asking not to be identified because the details haven’t been made public. Registered in England and Wales.

Media

Random Roger's Retirement Planning

JULY 6, 2025

One small point that might make these articles a little more useful is to not focus on the numbers that someone believes they need to make their retirement work. His numbers have no relevance to me but the percentages track in terms of sustainable withdrawal rates, $240,000 versus $5 million. I remembered to use the gift link.

Retirement

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Financial advisors should always put their clients needs first.

Financial Advisor

Abnormal Returns

OCTOBER 31, 2024

noahpinion.blog) Overestimating the number of immigrants in your country is universal. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (axios.com) Starbucks ($SBUX) will stop charging extra for non-dairy beverages. abnormalreturns.com) What you missed in our Wednesday linkfest.

Financial Advising

Abnormal Returns

NOVEMBER 7, 2024

arstechnica.com) Economy Not much to see in the weekly initial jobless claim numbers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theverge.com) North Carolina Hurricane Helene devastated water treatment systems in Western NC. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

DECEMBER 16, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Advisers Why active listening is so important. advisorperspectives.com) The number of people taking the CFP exam is at a record high. thinkadvisor.com) What makes for a real financial adviser?

Wealth Management

Abnormal Returns

NOVEMBER 18, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Top clicks last week on the site. abnormalreturns.com) Have you signed up for daily e-mail newsletter? Well, you should. Then check out our weekly e-mail newsletter.

Numbers

Abnormal Returns

NOVEMBER 1, 2024

calculatedriskblog.com) How strikes and weather affected the October jobs number. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fastcompany.com) Chess has a gender problem. washingtonpost.com) Economy The October NFP report showed marginal jobs gains.

Financial Advising

Nerd's Eye View

JUNE 17, 2024

because the most enthusiastic testimonials related to clients feeling like their adviser was delivering a personalized plan, advisers who address client concerns directly and make them feel a part of the process could generate more positive reviews). Next , by taking a proactive approach to reinforcing where they add value (e.g.,

Financial Advising

Abnormal Returns

SEPTEMBER 18, 2024

Strategy No matter how you spin the numbers, day trading is a losing proposition. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11. alchemy.substack.com) 23andMe's ($ME) independent board members have resigned.

Investments

Abnormal Returns

AUGUST 23, 2024

disciplinefunds.com) Jobs numbers get revised all the time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fastcompany.com) Economy It's hard not to argue the economy is weakening. noahpinion.blog) Earlier on Abnormal Returns Podcast links: fading dominance.

Financial Advising

Abnormal Returns

OCTOBER 23, 2024

(disciplinefunds.com) How survey methods affected the University of Michigan consumer sentiment numbers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? econbrowser.com) Earlier on Abnormal Returns Personal finance links: misunderstanding risk.

Pharmaceutical

Abnormal Returns

MAY 8, 2024

wsj.com) ETFs The number of single-stock ETFs is growing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Earnings continue to be supportive of the bull market. carsongroup.com) Measures of corporate sentiment are ticking higher. wsj.com) Good performance need not equal AUM.

Financial Advising

Abnormal Returns

JUNE 18, 2024

economist.com) An increasing number of houses in Japan have been abandoned. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (caia.org) Apple ($AAPL) is discontinuing Apple Pay Later. calculatedriskblog.com) Consumption is weakening.

Financial Advising

Abnormal Returns

OCTOBER 4, 2023

ft.com) ETFs State Street Global ($STT) is expanding the number of ETFs that engage in securities lending. etf.com) The number of fixed income ETFs is on the rise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Why Treasury securities are different.

Financial Advising

Abnormal Returns

MAY 17, 2024

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Utility stocks are having a moment. barrons.com) Bonds seem to have bottomed. theirrelevantinvestor.com) There are two approaches to investing.

Financial Advising

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) A record number of apartments are under construction. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) What investors get wrong about the 'Yale Model.'

Financial Advising

Abnormal Returns

AUGUST 30, 2023

ritholtz.com) ETFs 2023 is on track for a record number of ETF closures. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why the low interest rate era has come to an end. ft.com) Generating alpha is more than just stock selection. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

SEPTEMBER 25, 2024

sherwood.news) The number of existing homes for sales keeps rising. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (morningstar.com) The Texas Capital Government Money Market ETF ($MMKT) has launched. (fa-mag.com) fa-mag.com) A lot of active ETFs have launched, not many will survive.

Math

Abnormal Returns

FEBRUARY 26, 2024

2023 numbers. axios.com) A growing number of unicorns haven't raised capital in over three years. pluralistic.net) Earlier on Abnormal Returns Adviser links: zero engagement. 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

Abnormal Returns

APRIL 2, 2024

axios.com) Tesla's ($TSLA) inventory numbers are on the rise. abnormalreturns.com) Adviser links: getting really clear. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The VIX and credit spreads are both near multi-year lows. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

SEPTEMBER 21, 2023

axios.com) How Airbnb ($ABNB) has cut down on the number of prohibited parties. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (daringfireball.net) What's new in iOS 17. arstechnica.com) Airbnb How Airbnb ($ABNB) is trying to improve the user experience.

Financial Advising

Abnormal Returns

NOVEMBER 6, 2023

(econbrowser.com) Global economic growth numbers don't tell us much. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising

Abnormal Returns

JANUARY 18, 2024

semafor.com) In 2023 France had the fewest number of births since World War II. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Global The countries that first started raising interest rates are now cutting. economist.com) The German economy is stuck in the mud.

Financial Advising

Abnormal Returns

JULY 28, 2024

nytimes.com) The number of Americans earning the minimum wage keeps shrinking. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) As small towns empty out, it gets more difficult to maintain services. wsj.com) In praise of the public pool.

License

Abnormal Returns

JANUARY 14, 2024

washingtonpost.com) The number of American centenarians is set to quadruple. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (washingtonpost.com) Measuring economic inequality is harder than it looks. pewresearch.org) Who get theirs rough roads repaved?

Financial Advising

Abnormal Returns

DECEMBER 11, 2023

nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: tuning out the noise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) Triple-levered anything can wreck your portfolio.

Media

Abnormal Returns

APRIL 24, 2024

Banking The number of bank branches in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? peaked in 2012. sherwood.news) Where SVB's business stands as JP Morgan ($JPM) looks to make inroads. bloomberg.com) ETFs Where active ETFs are growing fastest.

Financial Advising

Abnormal Returns

JANUARY 31, 2024

wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (vox.com) Elon Musk and Tesla ($TSLA) have a pay problem as a Delaware judge strikes down an earlier agreement. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

JULY 15, 2024

Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. thinkadvisor.com) Advisers Thinking ahead to the possibility of a sunset of the TCJA.

Recruitment

Abnormal Returns

JULY 26, 2024

theverge.com) The number of AI models just keeps growing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ourworldindata.org) A growing number of Americans say they do not plan to have children. sherwood.news) AI Why Reddit ($RDDT) is cracking down on search engines.

Financial Advising

Abnormal Returns

JUNE 13, 2024

mrzepczynski.blogspot.com) Apple New Apple ($AAPL) features could 'Sherlock' a number of third party apps. abnormalreturns.com) Father time is undefeated: on the impact of cognitive decline on financial outcomes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? humbledollar.com) Why it's hard for outsiders to know what's going on inside a company. abnormalreturns.com) What you missed in our Saturday linkfest.

Financial Advising

Abnormal Returns

OCTOBER 3, 2022

(riabiz.com) Advisers Joshua Brown, "But one thing that is undeniable – and I have a century’s worth of data to back this up – market environments like this one are where all of the value creation resides." thereformedbroker.com) What is comprehensive financial planning?

Numbers