MarketWatch

APRIL 3, 2023

AAPL is shaving an unspecified number of jobs within its corporate retail teams, according to a Bloomberg report on Monday. Apple, which employed 164,000 as of September, has told affected employees that they would have the ability to reapply for a number of roles similar to their prior jobs.

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Numbers Retail Economy Marketing 40

The Irrelevant Investor

DECEMBER 5, 2017

So what do we do with this information? So what do we do with this information? So what do we do with this information? Statistics like this make for a moderately acceptable blog post, but it's numbers without meaning. The post Information Without Meaning appeared first on The Irrelevant Investor.

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Numbers 52

James Hendries

AUGUST 10, 2022

Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical Here are the key tax numbers for 2022 and 2023. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Health Savings Accounts. Annual contribution limit.

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Accounting Numbers Taxes Tax Planning 52

MarketWatch

JANUARY 24, 2023

The New York Stock Exchange on Tuesday said it was still looking into the technical issue that led to a large number of trading halts shortly after the opening bell. Visit MarketWatch.com for more information on this news. The exchange continues to investigate issues with today’s opening auction. The NYSE said at 9:48 a.m.

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Numbers Marketing Marketing 52

MarketWatch

MARCH 2, 2023

The New York State Office of Cannabis Management on Thursday said it’s increasing the number of conditional adult-use retail dispensary licenses to 300 from 150. Visit MarketWatch.com for more information on this news. The CAURD program provides licenses to justice-involved individuals to operate cannabis businesses.

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License Retail Numbers Planning 52

MarketWatch

JANUARY 27, 2023

Share of Sleep Number Corp. Sleep Number said its expects to report 2022 earnings per share of $1.60, which is below the current FactSet consensus of $1.71, while the updated sales guidance was $2.11 Visit MarketWatch.com for more information on this news. SNBR rallied 3.4% billion matched the FactSet consensus of $2.11

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Numbers Sales Marketing Marketing 40

MarketWatch

JANUARY 27, 2023

Share of Sleep Number Corp. Visit MarketWatch.com for more information on this news. SNBR tumbled 15.1% in premarket trading Friday, after the bed and mattress maker provided a downbeat full-year outlook and said its chief financial officer was stepping down after nearly 9 years in the role. billion, which is below expectations of $2.11

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Numbers Sales Marketing Marketing 40

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

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Financial Planner CFP Certification Communication 236

Carson Wealth

APRIL 4, 2024

Assessing Their Financial Situation Your first task should be gathering information about all of your parents’ financial accounts and holdings. Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.)

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Management Healthcare Medical Estate Planning 137

MarketWatch

APRIL 25, 2023

Visit MarketWatch.com for more information on this news. The company also anticipates €3.2 billion in second-quarter revenue, while the FactSet consensus was for €3.27 Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Numbers 40

Numbers Advertising Marketing Marketing 40

Carson Wealth

MARCH 26, 2024

The CTA requires certain businesses to report information about their “beneficial owners” to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Every business covered under the law must report the following information. For more information, refer to [link]. What Is Required Under the CTA?

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License Tax Planning CFP Taxes 129

Nerd's Eye View

FEBRUARY 19, 2024

those that offer both digital robo-advice and human touch) are growing faster than almost everyone else, with 24% of net new cashflows despite the low aggregate number of firms with this business model. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

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Consulting Financial Advice Engineering Financial Advisor 173

Nerd's Eye View

DECEMBER 29, 2023

Also in industry news this week: After the Massachusetts state regulators proposed a regulation that would require businesses to provide accurate up-front pricing information before a customer provides any personal information, life insurance industry groups have requested an exemption from the rule (since insurers need to have at least some of the (..)

Financial Planner 209

Financial Planner Insurance Retirement Retirement Planning 209

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

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Marketing Marketing Economy Government 97

The Irrelevant Investor

MARCH 7, 2024

Today’s Compound and Friends is brought to you by The Tema Cardiovascular and Metabolic HRTS ETF: See here for more information on investing in companies leading the charge against heart disease, diabetes, and obesity. The post The Compound and Friends: Will It End Badly?

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Numbers Investing Investments 80

Advisor Perspectives

DECEMBER 6, 2023

How do you get financial information to make sense to people who aren’t numbers-minded? How do you become the advisor who helps complicated things make sense without making people feel stupid or overwhelmed?

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Numbers 85

The Big Picture

MAY 8, 2023

The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets. Is it fair to call today’s investors hypochondriacs? Consider : – Unemployment at 3.4%

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Banking Media Marketing Marketing 312

Trade Brains

NOVEMBER 9, 2023

They started fetching the list of bank accounts that were not linked to mobile numbers and started linking such accounts to any random mobile numbers they could gather. The mobile numbers were of bank staffers, sanitation and security workers, and even their relatives. appeared first on Trade Brains.

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Banking Numbers Accounting Portfolio 131

The Big Picture

JUNE 30, 2023

These numbers would make for a respectable year much less half that time. More importantly, were you relying on these people to inform your investment views? Because almost nobody saw this rally coming. Why were they so sure they knew what was going to happen? What were their sources? Their process?

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Numbers Investing Investments Management 317

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

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Financial Planner Ethics Financial Advisor Clients 197

The Big Picture

OCTOBER 18, 2022

The team & I put together the most revealing and informative slides. For everyone who is not a cash buyer of a house — that is about 75% of the homes sold nationally (and about half in places like Manhattan) — those numbers can be budgeted. About a quarter of the October 2022 slides were focused on real estate.

Budgeting 363

Budgeting Economy Taxes Economics 363

Nerd's Eye View

AUGUST 28, 2023

While many RIAs have already tackled some of the bigger issues around the conversion such as informing clients of the changes and updating regulatory documents, there are still some operational intricacies in the TD Ameritrade to Schwab transition process for advisors to address that could cause headaches if they're missed.

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Financial Advisor Distribution Clients Accounting 233

Integrity Financial Planning

FEBRUARY 26, 2023

You’ll need to know your own social security number, the social security number of your dependents, and receipts if you are planning on itemizing your deductions. Make sure your social security number is accurate on your forms. 4] Make sure that the numbers you are entering are accurate. 5] Take a break!

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Taxes Numbers Financial Planning Planning 98

Tobias Financial

MARCH 10, 2024

In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a concise overview of the most recent market developments.

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Marketing Marketing CFP Portfolio Management 52

Nerd's Eye View

APRIL 24, 2023

by breaking the data-gathering process into stages to collect information incrementally); advice delivery (e.g., by ensuring that clients receive information in a way that is useful for them); education (e.g.,

Financial Planning 205

Financial Planning Clients Planning Education 205

Tobias Financial

MARCH 10, 2024

In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Financial Planner 201

Financial Planner Retirement Retirement Planning Advertising 201

Abnormal Returns

APRIL 27, 2023

(biopharmadive.com) Data How data brokers get your personal information. economy is facing any number of headwinds. slate.com) Do you really want Apple ($AAPL) to know your mental health? theverge.com) Sports betting How Fanatics plans to tackle the sports gambling market. frontofficesports.com) Economy The U.S.

Financial Advising 174

Financial Advising Economy Education Insurance 174

Nerd's Eye View

MAY 24, 2023

Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large number of inquiries, and can help determine whether a prospective client might be a good fit. Which could help get what could become a long-term relationship off on the right foot! Read More.

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Clients Assets Financial Advisor Financial Planning 238

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88

Taxes 80

Taxes Investment Advisor Numbers Investing 80

Advisor Perspectives

MARCH 1, 2024

Yet, there is an important distinction between being informed by the numbers and being held hostage by them — particularly for an institution whose tools operate on the economy with a lag. It’s right for economic data to influence the Federal Reserve’s policy approach.

Economy 52

Economy Economics Numbers 52

Tobias Financial

FEBRUARY 20, 2024

In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Chad’s experience and analytical prowess will be at your fingertips every month as he provides a brief overview of the latest market trends.

Marketing 52

Marketing Marketing CFP Numbers 52

Tobias Financial

FEBRUARY 20, 2024

In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to help you make well-informed financial decisions.

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Marketing Marketing CFP Numbers 52

Good Financial Cents

MAY 11, 2023

The scams involve individuals receiving calls from fake international numbers , causing concern and confusion among users. Reports of unsolicited WhatsApp calls and messages from purported international numbers have inundated social media platforms, particularly Twitter.

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Education Numbers Accounting Communication 85

Zoe Financial

APRIL 8, 2024

Friday payroll number was higher than expected. Contradictory data point that the economy isn’t doing as well is that the ISM manufacturing number came out for the first time in 18 months in expansion territory. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. year over year.

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Marketing Marketing Taxes Economics 52

MainStreet Financial Planning

APRIL 15, 2024

I made sure it included a list of my dad’s former addresses, email addresses and phone numbers, personal information like date of birth and Social Security number and military data. Create an address book with the people you want to attend your funeral, including phone numbers. So, practice!

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Planning Estate Planning Numbers Insurance 52

Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. Giving an incorrect account number can delay your refund even further. What is it?

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Marketing Marketing Taxes Economics 80