James Hendries

SEPTEMBER 30, 2022

The good news is there are many professional organizations out there that understand the challenges that women-owned small businesses face and have positioned themselves as resources to help provide assistance. Below are a few resources women-owned small business owners may wish to consider. Office of Women’s Business Ownership.

Economics 52

Economics Education 52

Hubly

JUNE 27, 2023

Here are some resources you should be familiar with. Digital marketing for financial advisors requires more than just a website.

Financial Advisor 52

Financial Advisor Marketing Marketing 52

XY Planning Network

JUNE 5, 2023

We rounded up some of XYPN's best resources for advisors who want to launch their own financial planning firms. From tackling compliance to creating a business plan and everything in between, this roundup of resources will set you up for firm launch success.

Financial Advisor 52

Financial Advisor Compliance Financial Planning Business Planning 52

MarketWatch

APRIL 10, 2023

Shares of Pioneer Natural Resources Co. powered up 6.4% toward an eight-week high, to pace the S&P 500's premarket gainers, after the Wall Street Journal reported that the fracking company has held preliminary talks with Exxon Mobil Corp. over a possible acquisition. Exxon's stock fell 0.9% while futures for the S&P 500 shed 0.5%.

Marketing 97

Marketing Marketing 97

Clever Girl Finance

FEBRUARY 2, 2023

Tap into banking resources Being unbanked or underbanked creates many financial barriers. Instead of turning to payday lenders or other unsavory sources to meet your financial needs, here are some tips on accessing banking resources without getting ripped off. government offers many resources to help low-income families.

Government 65

Government Food Education Budgeting 65

NAIFA Advisor Today

AUGUST 18, 2022

The EBC is a community of agents, firms, carriers, and vendors that offers top-notch resources, innovative research, access to industry thought leaders, and opportunities for collaboration in the benefits space.

Sales 98

Sales 98

Wealth Management

OCTOBER 17, 2023

The new Fidelity Independence Hub offers information and tools for advisors thinking about striking out on their own.

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NAIFA Advisor Today

JULY 14, 2022

Whether you're new to political advocacy or a grassroots leader, NAIFA's Get Out the Vote is a great resource for everything you need to know about NAIFA's political advocacy. Find information on polling dates and locations, ballot measures, and your elected officials.

Government 52

Government 52

Meb Faber Research

FEBRUARY 22, 2023

Episode #468: Kate Moore, BlackRock – How to Invest in Consumer Disruption, Natural Resources, & Automation Guest: Kate Moore, Managing Director, is a member of the Global Allocation investment team and Head of Thematic Strategy.

Investing 52

Investing Investments Management Marketing 52

The Richer Geek

AUGUST 9, 2023

[16:45] Prior of the opportunity zone [21:32] Federal and state support for opportunities [23:28] How to juice your capital gains [27:57] Understanding a good exit strategy Resources from David David Sillaman | Easy OZ ABOUT DAVID SILLAMAN David Sillaman is a nationally recognized speaker and expert on opportunity zone funds.

Consulting 52

Consulting Government Media Management 52

MarketWatch

JANUARY 24, 2023

Matador Resources Co. Matador Resources stock is up 9% so far in 2023, compared to a 4.7% MTDR said Tuesday it agreed to pay $1.6 billion as part of an acquisition agreement with oil and gas property owner Advance Energy Partners Holdings LLC from seller EnCap Investments LP, a private equity firm. billion plus additional $7.5

Portfolio 40

Portfolio Investing Investments Marketing 40

Nerd's Eye View

APRIL 22, 2024

The key point is that regardless of whether advisors use the independent or affiliate model, achieving success as an advisor involves finding the best use of the advisor's resources to leverage support for the functions that they can't perform (or don't want to manage) on their own.

Compliance 224

Compliance Clients Financial Advisor Numbers 224

Inside Information

JUNE 28, 2022

The people who see these change imperatives most clearly are the younger members of an advisory firm, many of whom would not choose an advisor for themselves who provides services the way their current firm does.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

MarketWatch

APRIL 14, 2023

The six-year-old startup operates a human-resources platform that allows employers to maintain a central hub for employees. The company said the acquisition of Workvivo will allow it to “offer its customers new ways to keep employees informed, engaged, and connected.” Cork, Ireland-based Workvivo has already received $38.5

Startup 40

Startup Communication Management Marketing 40

Wealth Management

APRIL 6, 2023

EP Wealth scooped up a billion-dollar firm in its second acquisition of the year while a handful of other deals representing almost $900 million in assets were announced this week and Private Advisor Group added a new role.

Wealth Advisor 108

Wealth Advisor Assets 108

MarketWatch

APRIL 3, 2023

Teck Resources Ltd. said Monday that it rejected an unsolicited buyout offer from Swiss multinational commodity trading and mining company Glencore Plc UK:GLEN and instead is urging shareholders to approve an already-announced separation plan of Teck Metals and Elk Valley Resources (EVR) at an April 26 meeting. TECKCA:TECK.ACA:TECK.B

Planning 40

Planning Valuation Marketing Marketing 40

MarketWatch

JANUARY 30, 2023

Alliance Resource Partners LP ARLP stock is up 12% in premarket trades on Monday after the coal producer said it set a record for fourth-quarter revenue and profit, and announced a $72.3 natural gas and coal exports should benefit in 2023 and beyond,” said Alliance Global Resources CEO Joseph W. million acquisition. million, or $1.63

Distribution 40

Distribution Economics Sales Marketing 40

Midstream Marketing

FEBRUARY 13, 2021

So why did the same resource work exceptionally well for one client and not for another? We believe that the key to making sure these types of qualified lead resources work for your own financial services firm is to be open to trying one channel for a set amount of time before you move onto another.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats.

Marketing 163

Marketing Marketing Engineering Media 163

MarketWatch

FEBRUARY 16, 2023

Shares of Arch Resources Inc. ARCH charged up 10.9% toward a three-month high in afternoon trading Thursday, after the producer and distributor of thermal coal reported a fourth-quarter profit that was more than double what was expected, boosted by “significantly improved” sales volumes, unit costs and cash margins, as well as a $253.3

Taxes 40

Taxes Sales Marketing Marketing 40

Nerd's Eye View

DECEMBER 28, 2023

Identifying these investment opportunities in how we spend our time and resources can even help to enhance our performance and growth, both professionally and personally. While spending is an ongoing and inevitable part of life, viewing it as a drain on resources rather than an investment for the future is a common trap. activities.

Investing 187

Investing Investments Communication Education 187

Wealth Management

AUGUST 22, 2022

Poor water stewardship poses a real financial risk for investors.

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Wealth Management

APRIL 22, 2024

The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.

Clients 112

Clients 112

Advisor Perspectives

OCTOBER 16, 2023

Franklin Templeton Fixed Income Research Analysts Ashley Allen and Bryant Dieffenbacher discuss the food, water and energy sectors and what their convergence means for investors.

Food 59

Food Financial Market Marketing Marketing 59

Advisor Perspectives

SEPTEMBER 26, 2023

Energy and Gold Produces Face Increasing Pressures, Crimping Supply.

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Wealth Management

JULY 22, 2022

Help guide your clients through this sensitive and emotionally charged time.

Clients 98

Clients 98

MarketWatch

APRIL 26, 2023

The human resources outsourcing services company’s stock slumped 1.3% ADP reported Wednesday fiscal third-quarter earnings that topped expectations, and nudged up its full-year profit outlook while keeping its revenue outlook intact. toward a 10-month low in premarket trading. Net income for the quarter to March 31 rose to $1.04

Marketing 40

Marketing Marketing 40

Nerd's Eye View

JANUARY 26, 2023

Even though the business may be doing well, deciding to grow past a certain point can bring on a whole new set of challenges, as with an expanding business, the capacity for advisors and other employees becomes more limited and can strain the firm’s resources.

Communication 199

Communication Clients Financial Advisor Business Planning 199

SEI

MAY 27, 2020

Linh Nguyen Named Rising Star by Human Resources Executive

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Abnormal Returns

MARCH 8, 2024

podcasts.apple.com) Matt Reustle talks with James Wilson, who is a fund manager at Phoenix Asset Management, about CNX Resources ($CNX). (joincolossus.com) Joe Weisenthal and Tracy Alloway talk with Celsius Holdings ($CELH) CEO John Fieldly. joincolossus.com) Roben Farzad talks all things media with Josh Tyrangiel.

Economy 212

Economy Media Management Banking 212

Million Dollar Round Table (MDRT)

APRIL 16, 2024

As an insurance agent or financial advisor, you likely position yourself as a resource within your extended family. By Bryce Sanders Doesn’t everyone want to be treated like family? What does it mean professionally though? When a prospect asks, “What do you mean when you tell me that you will treat me like family?”

Clients 82

Clients Financial Advisor Insurance Communication 82

Wealth Management

FEBRUARY 29, 2024

Advisor Seth Marshall cited LPL’s evolution and specialized resources for high-net-worth clients as reasons for his return.

Clients 108

Clients 108

Nerd's Eye View

AUGUST 28, 2023

Ultimately, while this is by no means a fully comprehensive list of potential issues for advisors to consider about the TD-to-Schwab conversion, they may be some of the most common and important to address to ensure a smooth transition.

Financial Advisor 242

Financial Advisor Distribution Clients Accounting 242

The Reformed Broker

MARCH 2, 2023

Final Trades: Cleveland-Cliffs, Pioneer Natural Resources & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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Meb Faber Research

MARCH 8, 2024

Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014.

Education 106

Education Investing Investments Marketing 106

Wealth Management

NOVEMBER 15, 2023

Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.

Financial Services 110

Financial Services Planning 110

Abnormal Returns

APRIL 12, 2023

abnormalreturns.com) Don't pooh-pooh the digital resources available at your public library. (thomaskopelman.com) Also on the site As it is with most things in life, the answer to the homeownership question is: it depends. abnormalreturns.com) When non-profits forget who they were set up to serve.

Financial Advice 241

Financial Advice Retirement Financial Advisor Insurance 241