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SoFi stock surges after earnings beat as company lifts forecast

MarketWatch

shares were surging in premarket action Tuesday after the financial-services company topped expectations with its latest results and boosted its full-year forecast. This marks the third quarter of a positive revision to full-year 2022 financial guidance despite extensions of the student loan moratorium throughout the year," SoFi executives said in a release. SoFi Technologies Inc.

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Conn's stock plunges after revenue warning, CEO steps down after just 14 months in the role

MarketWatch

Conn's remains challenged by macroeconomic headwinds, which is impacting consumer spending and disproportionately affecting year-over-year sales to the company's financial access customer segment and sales of discretionary product categories," the company said in a statement.

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Be a source of strength for clients in times of uncertainty

Nationwide Financial

Investors have faced a host of financial challenges over the past year—from record inflation, to rising interest rates, to market corrections and rebounds. While anxiety appears to be rampant, it can also underscore the importance of thoughtful and sound guidance from a financial professional.

Clients 83
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Kohl's stock drops after Cowen analyst cuts rating, slashes price target by 42%

MarketWatch

Chen said specific concerns are elevated inventory levels, lowered financial guidance, traffic and promotions and kid's and women's product execution. Shares of Kohl's Corp. dropped 2.5%

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Structured Product Benefits

Park Place Financial

Retirement Structured Product Benefits Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Increases in financial innovation and the advent of the investor class have transformed retail. Investment Planning with Park Place Financial. guidance.

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Focus on Budgeting to Attract Mass Affluent Clients

eMoney Advisor

As financial professionals find themselves competing in the same small market, many are looking at the wider wealth spectrum and targeting the mass affluent market. Start with a Simple Goal and Financial Action Plan.

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Understanding the Financial Challenges and Needs of the Mass Affluent Client

eMoney Advisor

While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a significant and lucrative opportunity to bring holistic planning to the mass affluent audience. Offering education and resources to build financial literacy.

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UPDATE: LL Flooring stock slides 9% as earnings miss estimates as inflation and higher interest rates crimp consumer spending

MarketWatch

Given the uncertain landscape, the company is not offering financial guidance for the rest of the year, but said given near-term consumer spending habits, it's more cautious on the outlook for the second half and can't be sure it will deliver positive same-store sales on a full-year basis. LL Flooring Inc. ,

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Markets Down? Crank UP Your Marketing.

Indigo Marketing Agency

Financial advisors are far from the exception. But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite desired effect. But as their partner on their financial journey, your clients know they can trust you to be there for them.

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The Hybrid Model of Financial Planning for Broader Engagement

eMoney Advisor

Even with the wide availability of digital planning and advice tools, people still need—and demand—a human touch when seeking financial guidance. households and found that 80 percent of consumers have accessed digital financial advice through personal finance apps.

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How Financial Advisors Should Approach Succession Planning

eMoney Advisor

Industry Demographics Play a Role in Succession Planning for Financial Advisors. Power study done in 2019 highlighted that the average age of financial advisors was about 55-years old. Succession Planning for Financial Advisors.

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How to Talk About Lifestyle Creep with Clients

eMoney Advisor

Understanding your clients’ wants and needs for their lifestyle is a critical part of delivering accurate financial guidance. By simply helping clients to identify when lifestyle creep is occurring, financial professionals can add significant value.

Clients 74
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How to help LGBTQ+ clients plan their financial futures

Nationwide Financial

His response: “A meeting with our accountant and financial professional.”. This conversation with my friend provides a perfect example of just one of many important life events with significant financial ramifications that many members of the LGBTQ+ community approach differently.

Clients 52
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Key Trends and Concerns for Investors in 2023

WiserAdvisor

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. This is the right time to find out about future investment trends and concerns that may impact you financially. Need a financial advisor?

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Low cost financial advisors who WON’T cost you a bloody fortune!

Sara Grillo

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. List of low cost financial advisors.

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Hispanic clients share concerns about financial security

Nationwide Financial

Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. consumers, including a significant population of Hispanic adults, to understand more about the distinctions that influence differences in financial decisions.

Clients 82
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Which Trends Are Advisors Seeing In Their Business For 2020?

Indigo Marketing Agency

Well, the financial services industry has experienced a lot of change these past six months. Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital. 4 Key Financial Lessons From The Last Recession.

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31 Funny Money Quotes That Teach Real Life Lessons!

Clever Girl Finance

But, since this is Clever Girl Finance, we're all about empowering women by providing accurate financial guidance and helping them to make lots of money. Investing is an important part of financial health. We've all felt it at one time or another – financial stress.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs. In this situation, we are providing guidance that could be scaled across our client’s many small chapters.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management.

CFP 56