Abnormal Returns

APRIL 28, 2025

ritholtz.com) Retail investors just keep buying. wsj.com) China Temu and Shein have raised retail prices, post tariffs. abnormalreturns.com) Are you a financial advisor? Then sign up for our weekly advisor-only newsletter. Markets Over the past 15 years, investors have become comfortable with stocks going up.

Retail 144

Retail Financial Advisor Economy Manufacturing 144

Nerd's Eye View

MAY 7, 2024

Welcome to the 384th episode of the Financial Advisor Success Podcast ! Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

MAY 5, 2025

Welcome to the May 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Planning 170

Financial Planning Clients Retail Planning 170

Wealth Management

APRIL 15, 2025

Charles Schwab announced that Schwab Alternative Investments Select, for retail clients with more than $5 million in household assets. These are among the investment must reads we found this week for financial advisors.

Investing 157

Investing Investments Retail Financial Advisor 157

Nerd's Eye View

DECEMBER 2, 2024

Welcome to the December 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 130

Clients Portfolio Management Numbers Financial Advisor 130

Fortune Financial

APRIL 1, 2025

For example, in 2023, we discussed how an older car fleet would provide a long tailwind for auto parts retailers. Both the author and clients of Fortune Financial Advisors, LLC, own shares of Carrier. The post The Tailwind of An Aging Installed Base – HVAC appeared first on Fortune Financial Advisors.

Financial Advisor 85

Financial Advisor Retail Clients Planning 85

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner 246

Financial Planner Recruitment Retirement Planning Retirement 246

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

Wealth Management

APRIL 25, 2023

The income fund will be distributed through Ares Wealth Management Solutions, the parent’s retail business, and sold through registered investment advisers and financial advisors in the US.

Wealth Management 130

Wealth Management Clients Distribution Retail 130

WiserAdvisor

JUNE 17, 2025

According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. However, it is important to note that this does not mean you no longer need a financial advisor.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investments 59

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

AUGUST 22, 2022

Though many of these accounts exist primarily to serve retail customers of broker-dealers and robo-advisors (which might make advisors hesitant to recommend them for fear of introducing customers to a potential competitor), there are also multiple options for cash management accounts developed solely for clients of financial advisors.

Clients 246

Clients Management Accounting Banking 246

Nerd's Eye View

AUGUST 22, 2022

Though many of these accounts exist primarily to serve retail customers of broker-dealers and robo-advisors (which might make advisors hesitant to recommend them for fear of introducing customers to a potential competitor), there are also multiple options for cash management accounts developed solely for clients of financial advisors.

Clients 246

Clients Management Accounting Banking 246

Nerd's Eye View

NOVEMBER 15, 2023

Financial advisors, then, can help by serving as an advocate for business owner clients, helping them preliminarily determine whether they may or may not qualify for the ERC and directing them to an expert tax professional to help them make the final decision of whether or not to claim it.

Clients 246

Clients Taxes Government Startup 246

Walkner Condon Financial Advisors

MARCH 4, 2025

Polly Price, Financial Advisor at Walkner Condon, explores how social media is reshaping investing, from retail investor empowerment to market volatility. Learn how online platforms impact financial decisions and trends.

Media 96

Media Retail Financial Advisor Investments 96

Fortune Financial

MARCH 7, 2024

.” The logistical flexibility provided by the interstate system also gave rise to a whole new model of retailing: big box stores began to set up in small towns offering rich variety and low prices to consumers previously left unserved by larger retailers.

Retail 141

Retail Distribution Financial Advisor Manufacturing 141

BlueMind

APRIL 19, 2022

Independent financial advisors are no exception to that. How Financial Advisors Can Make the Most of Digitization A research was conducted by the National Academy of Sciences which was published on July 28, 2020. Specifically, independent financial advisors have a lot to gain by accelerating their automation process.

Financial Advisor 52

Financial Advisor Professional Services Clients Recruitment 52

Fortune Financial

APRIL 22, 2023

Even Advance, generally accepted as the weakest of the large chains grew earnings per share at an above-market rate: Despite the low growth environment for auto parts retail, it is critical to point out that there is a somewhat unique tailwind to this category which is that the industry is generally cycle-agnostic.

Retail 52

Retail Sales Financial Advisor Economics 52

Zoe Financial

NOVEMBER 11, 2024

Retail sales data, which give us a sense of how the consumer spending is looking. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Find your financial advisor matches. Find An Advisor The post Market Drama appeared first on Zoe Financial.

Marketing 52

Marketing Marketing Taxes Retail 52

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. 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. Find your financial advisor matches. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

JUNE 16, 2025

Next Week: Retail Sales data. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. 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.

Marketing 40

Marketing Marketing Taxes Economics 40

Million Dollar Round Table (MDRT)

DECEMBER 4, 2022

Women worldwide are overrepresented in the sectors hardest hit by lockdowns — hospitality, retail and food service — and 54 million women globally lost their jobs during 2020, down 4.2% Sacro has a heart for servicing single mothers and shares how financial advisors can better guide single-mom clients.

Food 96

Food Retail Financial Advisor Clients 96

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 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. Find your financial advisor matches.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

FEBRUARY 24, 2025

Retail Sales Report : Previous week’s data showed signs of weakness. 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. Find your financial advisor matches.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Zoe Financial

JANUARY 13, 2025

Retails Sales data. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. 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. Next Week: CPI data.

Marketing 52

Marketing Marketing Economics Economy 52

Harness Wealth

MARCH 7, 2025

Saver’s Match ‘Free Money’ Could Pad Millennial, Gen Z Retirements ( Tobias Salinger , Accounting Today) Tens of millions of lower-income retirement savers could soon get up to $1,000 in matching contributions toward their nest eggs each year but they’ll need financial advisors’ help.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Clever Girl Finance

APRIL 22, 2025

Retail consignment 4. Retail consignment When things get tough, one of the first things people cut down on are new clothes. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. Table of contents What does a recession mean and why does it matter for your business?

Economy 69

Economy Food Healthcare Economics 69

Fortune Financial

AUGUST 8, 2022

Consider the auto parts retail industry, which a couple decades ago was so fragmented that the top five players controlled less than 5% of the market. Disclosure: Both the author and clients of Fortune Financial Advisors, LLC may own positions in any securities mentioned.

Economics 119

Economics Financial Advisor Retail Investments 119

International College of Financial Planning

JUNE 17, 2025

LRS Limitations and Procedural Complexity The $250,000 LRS ceiling may restrict HNI strategies, and the current compliance requirements for fund transfer and documentation may deter retail investors. Guidance for Investors Retail investors should work with certified advisors to align global investments with long-term goals.

Compliance 40

Compliance Education Economics Investments 40

Zoe Financial

MAY 19, 2025

Retail Sales: Core sales (ex-gas & autos): down 0.2%, weaker 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. Find your financial advisor matches.

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

DECEMBER 4, 2024

So the concept that we’ve come to put together is we’re going to gather up all these investors, so individuals, financial advisors, who have clients with highly appreciated stock portfolios, cobble them all together. A large cap growth stock like NVIDIA or a small cap biotech or a mid-cap retailer.

Taxes 130

Taxes Portfolio Accounting Management 130

Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

DECEMBER 12, 2022

Because the national average retail price for gas has come down to $3.33 November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Craig Lemoine, Ph.D.,

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

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. Below the 0.5%

Marketing 52

Marketing Marketing Financial Advisor Retail 52