Wealth Management

APRIL 23, 2024

The asset class continues to gain momentum, marking the sixth consecutive quarter of asset growth.

Assets 84

Assets 84

Indigo Marketing Agency

SEPTEMBER 16, 2023

Unveiling LinkedIn Documents LinkedIn Documents are versatile posts that enable you to share a wide range of content, from articles and reports to presentations and e-guides. Once your document is ready, follow these steps: Log in to LinkedIn and click the “Start a Post” bar on your home page.

Marketing 97

Marketing Marketing Education Clients 97

Sara Grillo

DECEMBER 8, 2023

Here are some great examples of financial advisor posts. You should also check out these videos on the dashboard for more LinkedIn posting tips: Relevance … Vid 100: Awesome financial advisor LinkedIn posting examples Read More » To access this post, you must purchase Membership Prime Portal.

Financial Advisor 52

Financial Advisor 52

Integrity Financial Planning

DECEMBER 29, 2022

Well, post-holiday shopping may be the perfect opportunity to take advantage of clearance sales on your favorite products and gifts. However, post-Christmas tends to be a great time to find the best deals, as many companies are more interested in getting their items off their shelves. Use Your Credit Cards Wisely.

Financial Planning 98

Financial Planning Retirement Planning Retirement Planning 98

Nerd's Eye View

DECEMBER 26, 2022

that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors, but that not everyone has the time or opportunity to read every blog post or listen to every podcast that is released from Nerd’s Eye View throughout the year.

Financial Advisor 180

Financial Advisor Financial Advice Estate Planning Planning 180

Investment Writing

JULY 12, 2022

Check out my top posts from the second quarter! My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. The post Top posts from 2022’s second quarter appeared first on Susan Weiner Investment Writing.

Investing 97

Investing Investments Marketing Marketing 97

NAIFA Advisor Today

DECEMBER 27, 2023

As we wrap up 2023 its the perfect time to revisit the top posts from Advisor Today in 2023 that captured the attention and engaged our readers the most. The Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice. Lets begin the countdown with #5.

Financial Advising 59

Financial Advising Insurance Financial Advisor Sales 59

Advisor Perspectives

APRIL 5, 2024

We are normally reluctant to use trendy phrases to explain either our good and/or bad calls regarding the U.S. However, saying that ‘this time is different’ is more than fitting today to understand what has happened to the U.S. economy since the recovery from the COVID-19 pandemic.

Economy 52

Economy 52

Advisor Perspectives

OCTOBER 16, 2023

Our September Cyclical Forum was the first to be held in London, where the economic situation today reflects what’s happening around the world.

Economics 52

Economics 52

Advisor Perspectives

MARCH 21, 2024

A group of 10 spot-Bitcoin exchange-traded funds posted its biggest three-day outflow since the products debuted in January, a turnaround from the clamor for exposure that earlier drove to the token to a record high.

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David Nelson

SEPTEMBER 26, 2022

For most of the year the Fed has moved the goal posts making them a moving target. I’ll repeat what I said in my post last week. In football the players and coaches have an exact idea of how far they have to move the ball to score a touchdown. The end zone doesn’t move. Stock investors don’t have it that easy.

Economy 98

Economy Assets Valuation Investing 98

Random Roger's Retirement Planning

DECEMBER 30, 2023

Are you ready? Something will skyrocket more than anyone expected, something else will do shockingly poorly and a bunch of other stuff will be in between those two. Predictions are pretty useless.

Asset Allocation 57

Asset Allocation Assets Investing Investments 57

Advisor Perspectives

APRIL 24, 2024

Bitcoin’s much anticipated quadrennial halving occurred last weekend and the rewards earned by bitcoin miners will be, well, halved.

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Wealth Management

MAY 4, 2023

Focus Financial Partners posted a net loss and lower-than-expected revenue during the first quarter, as it nears a sale to private equity firm Clayton, Dubilier & Rice.

Sales 91

Sales 91

Investment Writing

OCTOBER 16, 2022

Check out my top posts from the third quarter! My posts that attracted the most views during 2022’s first quarter: When to capitalize prepositions in titles. The post Top posts from 2022’s third quarter appeared first on Susan Weiner Investment Writing. Ok, not okay. Use a comma between consecutive adjectives?

Investing 52

Investing Investments 52

Covisum

DECEMBER 29, 2022

The Most Popular Blog Posts in 2022. Enjoy this recap of the 10 blog posts our readers found most impactful over the past year. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. We're thrilled that you love our content!

Financial Planning 52

Financial Planning Planning Retirement Marketing 52

Calculated Risk

APRIL 24, 2023

Light-Vehicle Sales to Post Strong Growth; Inventory to Fall from March (pay content). From WardsAuto: April U.S. Brief excerpt: Even though the seasonally adjusted annual rate could decline slightly from the prior quarter’s 15.2 million units, sales volume is forecast to rise a robust 13% year-over-year in Q2.

Sales 98

Sales Marketing Marketing 98

Advisor Perspectives

JANUARY 2, 2024

The US Treasury market posted its first annual gain since 2020 as slowing growth and inflation bolstered views that the Federal Reserve’s campaign of interest-rate increases is likely over.

Marketing 52

Marketing Marketing 52

MarketWatch

JUNE 12, 2023

benchmark crude posting its lowest settlement since mid-March. Oil futures declined on Monday, with U.S. Disappointing economic numbers out of China continue to be a concern given the country’s outsized influence in expected crude demand growth this year,” said Robbie Fraser, manager, global research & analytics at Schneider Electric.

Economics 72

Economics Numbers Management Marketing 72

Don Connelly & Associates

JULY 11, 2022

That’s why a post-meeting checklist is just as essential as a meeting prep checklist culminating with a well-crafted follow-up email or letter setting the stage for the next step. The post The Importance of a Post-meeting Checklist appeared first on Don Connelly & Associates.

Clients 52

Clients Communication Management 52

MarketWatch

FEBRUARY 2, 2023

The Nasdaq posted its best day of gains since November on Thursday, as stock-market bulls cheered the Federal Reserve's decision a day before to raise interest rates by a smaller 25 basis point increment and embraced hints that a pause in rate hikes could be coming in a few months. 30, according to Dow Jones Market Index.

Marketing 96

Marketing Marketing 96

MarketWatch

MARCH 31, 2023

stocks rallied on Friday to end a rocky month higher, while the Nasdaq Composite also posted its best quarterly gain since 2020. The S&P 500 index SPX and Nasdaq Composite Index COMP posted higher daily gains of 1.4% Friday also marked the end of the quarter, with the Dow and S&P 500 both posting back-to-back quarterly gains.

Banking 75

Banking Sales Assets Marketing 75

MarketWatch

FEBRUARY 22, 2023

Front-month contract prices have posted declines for six consecutive sessions, the longest streak of losses since the six-session loss ended on Dec. benchmark West Texas Intermediate crude for April delivery clj23 fell $2.41, or 3.2%, to settle at $73.95 a barrel on the New York Mercantile Exchange. 9, FactSet data show.

Wealth Management 74

Wealth Management Management Marketing Marketing 74

MarketWatch

MAY 4, 2023

premarket Thursday, after the online furniture retailer posted a narrower-than-expected first-quarter loss and revenue that beat consensus estimates. Wayfair Inc.’s s stock W jumped 11.7% The company had a loss of $355 million, or $3.22 a share, for the quarter, after a loss of $319 million, or $3.04 a share, in the year-earlier period.

Retail 74

Retail Marketing Marketing 74

Advisor Perspectives

SEPTEMBER 1, 2023

The S&P 500 rallied most of the week but finished August in the red. The index rose 2.50% from last Friday, marking two consecutive weekly gains. The index is currently up 18.09% year to date and is 5.85% below its record close from January 3, 2022.

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Truemind Capital

APRIL 28, 2023

Therefore, at a higher tax slab of 30%, post-tax returns come out to be 5.60%. Thus, the post-tax returns of a debt MF generating 8% returns were roughly 7-7.5%, a staggering difference of 1.5-2% The asset class prices will adjust to enable higher potential post-tax returns. 2% per annum over FD returns.

Taxes 52

Taxes Investing Investments Assets 52

Wealth Management

SEPTEMBER 20, 2022

A focus on employee training, deepening your understanding of firm KPIs and enhancing brand power keeps leaders focused on producing future growth.

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Wealth Management

APRIL 28, 2023

eCIO founder Rob Roquitte discusses why in the post-pandemic, virtual world the one-size-fits-all service model does not work anymore.

Investing 82

Investing Investments 82

Advisor Perspectives

SEPTEMBER 29, 2023

The S&P 500 fell for a fourth consecutive week, leading to the worst monthly loss of the year. The index is currently up 12.13% year to date and is 10.60% below its record close from January 3, 2022.

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Advisor Perspectives

MARCH 8, 2024

The largest weekly outflow on record for technology stock funds hasn’t dimmed the broader euphoria that is driving US equities to “ferocious” gains, according to Bank of America Corp. strategists.

Banking 52

Banking 52

Advisor Perspectives

MARCH 22, 2023

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape.

Investing 52

Investing Investments Banking Marketing 52

Wealth Management

MARCH 22, 2023

Bank-affiliated brokers and advisors can expect more scrutiny to ensure bank capital and managed assets are separated, according to bank watchers. But in the eyes of clients, that may make little difference.

Banking 88

Banking Assets Clients Management 88

Advisor Perspectives

MARCH 24, 2023

The S&P 500 posted gains for the second straight week after finishing Friday up 0.6%. The index had a mid-week dip but was able to finish up 1.4% from last week. The index is currently up 3.42% YTD and is 17.21% below its record close from January 3, 2022.

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Advisor Perspectives

DECEMBER 11, 2023

It’s been a very good year for U.S. high yield. In fact, BondBloxx Investment Management has noted that riskier fixed income assets have outperformed U.S. Treasuries.

Assets 52

Assets Management Investing Investments 52

MarketWatch

JUNE 29, 2023

in premarket trade Thursday, after the drug store chain posted a narrower-than-expected loss for its fiscal first quarter and better-than-expected revenue. The Philadelphia-based company posted a net loss of $306.7 a share, posted in the year-earlier period. Rite Aid Corp.’s s stock RAD rose 7.5% million, or $5.56

Medical 75

Medical Retail Insurance Sales 75

MarketWatch

MAY 9, 2023

RNG rose more than 7% in the extended session Tuesday after the maker of cloud-base communications services posted a narrower quarterly loss and adjusted EPS above Wall Street expectations, raising its revenue and operating margin outlook for the year as well. Shares of RingCentral Inc. RingCentral lost $54.4

Communication 40

Communication Sales Marketing Marketing 40

MarketWatch

MAY 4, 2023

The biotech posted net income of $79 million, or 19 cents a share, for the quarter, down from $3.657 billion, or $8.58 Moderna Inc.’s s stock MRNA rose 1.8% premarket Thursday, after the biotech blew past estimates for first-quarter earnings, even as profit and revenue fell sharply amid dwindling demand for COVID vaccines.

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Government Sales Marketing Marketing 75