NAIFA Advisor Today

DECEMBER 20, 2023

His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

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Validea

APRIL 10, 2024

Advantages of Dividend Growth Investing There are several key advantages to a dividend growth investing approach: It focuses on high-quality companies. Seeking out dividend growth stocks naturally leads to investing in high-quality companies. Dividend growth stocks tend to be less volatile.

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Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

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Advisor Perspectives

SEPTEMBER 13, 2023

Artificial Intelligence has been a category-killer among investment themes in the past year. Every participant in financial services, in companies large or small, needs to embrace and integrate this powerful technology into its future, or risk falling behind.

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Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. But does that mean they are safe for you to invest your money? M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC.

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Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

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Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

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Validea

MARCH 30, 2024

As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2% However, while using your personal insight is a good starting point, ultimately Lynch believes you need to thoroughly research a company’s fundamentals before investing. annual return, nearly doubling the S&P 500’s 15.8%

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

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International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

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The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. You should never give your investment dollars directly to a financial advisor, they should always be sent directly to the custodian.

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Abnormal Returns

NOVEMBER 8, 2023

Podcasts Christine Benz and Jeff Ptak talk with JL Collins author of "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence." morningstar.com) Peter Lazaroff talks with William Bernstein author of "The Four Pillars of Investing." humbledollar.com) Travel is an investment in your memories.

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Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

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Trade Brains

JANUARY 9, 2023

Over the past three decades, Airan diversified into providing a multitude of financial services: MICR clearing, cash management, and IT & IT-enabled services. As of the present date, it has a strong foothold in information technology (IT) and Information Technology enabled services (ITES). Airan ITeS 16.4

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Sara Grillo

APRIL 26, 2024

In this blog I provide a quick take on whether or not it makes sense to try to get a job at a big investment firm after you graduate from college, or if it’s better to work at a smaller firm. The advantages of working at a big investment firm There are certain advantages to working at a big firm right after college.

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NAIFA Advisor Today

JULY 26, 2022

Wholesalers play an important role by building relationships with insurance and financial advisors and providing them with insurance and investment products that meet the specific needs of consumers. These partnerships are key to ensuring that all Americans have access to insurance and financial products, services, and advice.

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NAIFA Advisor Today

OCTOBER 10, 2022

There is a tremendous lack of diversity in financial services and the average age of financial advisors is 57. Part of NAIFA's mission is to help more people become aware of careers in financial services and to create a healthy, diverse workforce.

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Abnormal Returns

MAY 21, 2023

(bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

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The Big Picture

JANUARY 14, 2023

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. VOTE invests in a portfolio of the 500 largest U.S.

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Engineering Financial Services Portfolio Accounting 267

Walkner Condon Financial Advisors

MAY 9, 2024

Read more on what impact this will have on financial services and Clint’s comments HERE. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Investments involve risk. Future returns may be lower or higher.

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

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Wealth Management

AUGUST 21, 2023

The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.

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Abnormal Returns

FEBRUARY 13, 2023

Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing. standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it.

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Ron A. Rhodes

MARCH 11, 2023

If a fiduciary investment adviser or financial planner will possess a conflict of interest with a client, must the investment adviser seek to avoid the conflict of interest? When it…

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Financial Planner Financial Services Clients Investing 55

Abnormal Returns

FEBRUARY 13, 2023

Strategy Jumping from investment strategy to strategy is a recipe for disaster. marknewfield.substack.com) Good investment strategy is timeless. wsj.com) Apple ($AAPL) has been slow rolling out new financial services. awealthofcommonsense.com) Why there's never a shortage of market forecasters.

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Abnormal Returns

JUNE 20, 2023

Strategy Warren Buffett's advice on active vs. passive investing is clear. wsj.com) FTX's legal, consulting and financial services providers are raking it in. monevator.com) Every investor makes mistakes. What comes next matters. investingmotherlode.com) What the CIA can teach investors.

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Trade Brains

DECEMBER 31, 2022

They have also been used as an investment strategy. In these cases, Investment Managers just set up their fund portfolios to simply track the index. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%.

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Financial Services Healthcare Banking Portfolio 95

Nerd's Eye View

SEPTEMBER 4, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Former United Capital Partners founder/CEO Joe Duran is reportedly exploring the launch of a new RIA 4 years after selling his firm to Goldman Sachs, with a reported emphasis on providing lead generation opportunities for advisors (..)

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Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Steve Sanduski

APRIL 2, 2024

Guests: Dr. Vinay Nair , the Founder and CEO of TIFIN , a fintech platform that drives personalization for wealth using AI and investment intelligence. On today’s show, Vinay Nair and I survey the state of AI in financial services. AI curiosity and adoption rates among financial advisors.

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WiserAdvisor

DECEMBER 29, 2022

This may come in the way of your basic savings and investment decisions. Apart from professional degrees, investment formulas and strategies are rarely taught in schools and colleges. However, it may be advised to expand your understanding of some concepts to improve your overall financial standing.

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Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. Is crypto a good investment, or does it suck? Wright: We should separate custody from the ability to provide investment advice on those assets.

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Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Registration Standards for Financial Advisors.

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Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. Companies RIP, Bed, Bath & Beyond ($BBBY). ft.com) Pepsi ($PEP) is quietly working to make its products healthier.

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Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Originally established as a traditional stock brokerage firm, the company embarked on its “Digital Journey” in 2019, revolutionizing its services.

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Abnormal Returns

APRIL 3, 2023

wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms. (allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions. investmentnews.com) Charles Schwab ($SCHW) made the same portfolio mistake as SVB.

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Financial Counseling Wealth Management Retirement Planning Retirement 130

Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The coronavirus pandemic has brought on a digital revolution in the financial services space.

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