Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

Risk Management 105

Risk Management Financial Services Management Numbers 105

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Abnormal Returns

MAY 21, 2023

Markets Ten bad market takes including 'Recession is inevitable?' wsj.com) Apple ($AAPL) is playing the long game in financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? finance.yahoo.com) Why a sizable number of native Hawaiians have moved to Las Vegas.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com)

Clients 245

Clients Retirement Financial Services Taxes 245

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

Marketing 52

Marketing Marketing Media Engineering 52

Carson Wealth

APRIL 21, 2025

One potential positive is market breadth has held up quite well in the face of the near-bear market. The recently released Bank of America Global Fund Manager Survey showed a record number of participants who intend to cut US exposure, as shown in the chart below. The labor market is not a source of inflationary pressure.

Marketing 78

Marketing Marketing Economy Investing 78

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.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Midstream Marketing

OCTOBER 30, 2024

Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financial advisors today. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Carson Wealth

MAY 20, 2024

Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year. April inflation data confirmed there is no need to panic about the first-quarter numbers. That means resisting the temptation to pick market tops and bottoms.

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

MARCH 3, 2025

We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. But assuming we arent heading into another financial crisis (we dont think we are), the other times we saw this was quite bullish for investors willing to stay strong and not panic sell.

Marketing 78

Marketing Marketing Economy Government 78

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. This helps build trust with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Carson Wealth

DECEMBER 9, 2024

Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end. Looking at the evidence, we dont think so.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

AUGUST 5, 2024

Higher rates are clearly impacting the housing market and we aren’t seeing as much small business investment as we’d like. The good news is all hope isn’t lost, as they can cut in September and hopefully right the ship, and before then even signaling their intentions more clearly could help stabilize the market. Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Midstream Marketing

DECEMBER 16, 2024

Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

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)… (..)

Startup 246

Startup Clients Wealth Management Portfolio 246

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. annualized pace over the last three months. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

Trade Brains

JUNE 13, 2025

Société Générale is one of Europe’s leading financial services groups, offering a wide range of banking, investment, and financial solutions. Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. per share, decreasing around 1.06

Engineering 52

Engineering Banking Risk Management Financial Services 52

Carson Wealth

JUNE 10, 2024

One-year forward expectations for S&P 500 earnings continue to rise and as long as that can continue to happen, as we expect it will, it’s good news for markets. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. What else could spark a stock rally?

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. Due to volatility within the markets mentioned, opinions are subject to change without notice. million this year.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

Trade Brains

JUNE 12, 2025

It operates in three complementary business areas, all of which incorporate ESG-focused offerings: French Retail Banking, Private Banking & Insurance; Global Banking and Investor Solutions; and Mobility, International Retail Banking & Financial Services. crores: ICICI Bank Limited With a market cap of Rs. on Thursday.

Banking 52

Banking Numbers Retail Investing 52

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Carson Wealth

OCTOBER 14, 2024

The good news is this bull market is alive and well, and as we will discuss below, it might be two years old, but there still could be a good deal more time left. Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. This bull market is actually quite young.

Marketing 96

Marketing Marketing Numbers Food 96

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

NOVEMBER 5, 2024

Introduction In today’s digital world, having a good social media plan is very important for financial advisors who want to succeed. They help build brand awareness, attract potential clients, and share your expertise in financial services. Each platform helps you connect with more people who need financial help.

Media 52

Media Financial Advisor Marketing Marketing 52

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

Carson Wealth

JUNE 9, 2025

Inching Closer to New Highs Stocks had some drama last week as the president of the United States and the world’s richest man had a very public falling out, but that did little to slow down the bull market. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down. It fell 20.5%

Economics 52

Economics Marketing Marketing Economy 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 What is Market Capitalization? in the upcoming year. crore shares.

Marketing 98

Marketing Marketing Banking Insurance 98

Trade Brains

AUGUST 20, 2022

A Complete Guide on what is Nifty and Sensex: Have you ever heard of the name Dalal street or the D-Street on any market news channel or financial magazine? Well, Dalal Street in Mumbai, India is the address of the Bombay Stock Exchange, the biggest stock exchange in India, and several related financial firms and institutions.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

Carson Wealth

DECEMBER 16, 2024

These numbers are clearly over the Feds 2% target. Within shelter, its really owners equivalent rent (OER), which is the implied rent homeowners pay, and is based on market rents as opposed to home prices. As you saw from the numbers above, inflation really isnt a problem anymore. Headline CPI rose 0.3% and is up 2.7%

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

JULY 29, 2024

While we do expect continued outperformance by small caps, recent small cap strength also suggests the bull market in the S&P 500 will continue. Why We Think This Bull Market Still Has Plenty of Life Left The Russell 2000 (R2k) is comprised of small cap names and it soared after the much better than expected inflation data two weeks ago.

Marketing 97

Marketing Marketing Economy Transportation 97