Todd Shriber

Development story with credibility as it operates in the Red Lake region of Ontario, which is one of the most gold-rich areas of Canada. #gold

Increased productivity, particularly in the form of easing the burdens of compliance and mundane tasks, could be the tipping point for broader AI adoption

This year marks yet another in which the capital gains advantages offered by ETFs were clearly evident. Read on for more details. #ETF

Throw in the fact that on a dollar-for-dollar basis women earn less than men and retirement planning for female clients takes on added importance.#women

With a new year arriving imminently, it’s an appropriate time for clients to set goals for 2025 and that includes financial goals. #advisors

Increased democratization is an ETF theme to keep an eye on in 2025 as are some of the issues mentioned below. #ETF

Prospective clients can head into 2025 knowing that an improved retirement plan is on the agenda and they can break free from financial regret. #retire

For the purposes of this piece, the focus will be on the importance of finances as it pertains to Gen X parenthood. #GenX

The ETF’s tinkering is limited to the quarterly rebalances at which its roster is reset to equal weighting of the seven components. #ETF

That could augur well for the digital currency in 2025 as could a favorable regulatory climate. #crypto #2025

One segment of the ETF landscape that’s ripe for client inquisition and that’s not necessarily a bad thing is defined outcome ETFs. #ETF

Effort is needed and ultimately pay dividends for advisors looking to retain Gen Xers as clients when their baby boomer parents pass on. #advisors

One thing advisors should note is that there are geographic implications when it comes to client debt woes. #advisors #debt

Rivalries between two different alternative assets. The big one is bitcoin vs. gold, but things don’t have to be this way. #gold #Bitcoin

Advisors shouldn’t be afraid to mention bullion to younger clients. Data indicate they should already be doing so. #gold #ETF

Advisors should help clients streamline digital accounts – a value-add endeavor that’s likely to be well-received by clients. #advisors

43% of men said they’ve lied about a large purchase while nearly a third said they’ve fibbed about a purchase deemed to be inappropriate.

PCLO and PCMM differ by primarily focusing on corporate-issued CLOs, many of which are illiquid and can be tough to access for anyone #ETF

The MSCI ACWI ex USA IMI Index gained just 7.8% compared to 35.8% added by the S&P 500. #ETF

If that question is answered affirmatively, that sparks debate regarding how much of a portfolio should be allocated to digital currencies. #crypto

The point emphasis should be generative AI – the most readily accessible, consumer-facing form of this disruptive technology. #advisors

To bolstering savings to the point that they believe they can endure a year-long recession. However, there’s work to be done. #NCRetirementCenter

Be sure, many ESG funds, active and passive, are here to stay and companies are still talking about ESG, but they’re using different vernacular #ESG

Despite a recent spate of issuance, much of which was absorbed by ETFs, experts believe municipal bonds are set up for impressive showings in 2025. #bonds

Proving that Vanguard ETF share class structure is appealing to issuers, 30 sponsors filed related applications in the first 10 months of this year. #ETF

The majority (69%) of advisors believe equities will be the top performing asset class in 2025 followed at a great distance by cryptocurrencies

Count Scope Technologies SCPE among the companies that are leveraging disruptive technology to assist clients in bolstering cyber defenses. #tech

Client bases that aren’t intimately familiar with mid-caps don’t have to stretch to articulate the benefits of this segment of the market.

The number of clients interested in digital currency is rising, but that doesn’t imply their literacy is increasing in commiserate fashion. #crypto

Reluctance to move onto a new advisor can cut both fires for clients and current advisors alike. #advisors

Here’s a statistic confirming the validity of that assertion: baby boomers hold about four of 10 IRAs. Let’s get to work.

For better or worse, the latter is the accurate descriptor for the broader universe of dividend equities in 2024. #dividends 

Worth a read for multiple reasons, including the fact that this is the first population-level analysis of bitcoin ownership in the U.S. #Bitcoin

There’s a lesson here for advisors: don’t treat clients the way a bank treats its depositors, credit cardholders, etc. #advisors

Ditch the snazzy holiday-themed Zoom background and realize that your clients don’t want to hear your dogs barking or your babies crying. #growth

Fortunately, it’s not too late for then to join the ETF party and there are strong reasons to consider doing so. #ETF #funds

If you’re an advisor that’s fielding more bitcoin and cryptocurrency questions in recent days, it’s easy to understand why. #Bitcoin

One of the concerns about concentration issues in U.S. stocks is that a smaller number of names are contributing significant percentages of upside

SMBS is expected to debut next week and that could signal the ETF could be well-timed, particularly if the Fed continues paring interest rates. #ETF

it’s possible for a couple with a combined household income of say close to $150,000 to amass enough assets to make them appealing clients #advisors

With gold prices continuing to hit all-time highs this year, these achievements underscore that GLD continues to deliver what investors wanted.

An ideal time for advisors and clients to reconnect because clients are likely to have questions and want insight as to what 2025 might have in store.

Comfortable margin, bitcoin is one of 2024’s best-performing assets and thanks to the debut of spot bitcoin exchange traded funds in January #crypto

Email is four decades old in popular form, but as an advisor communication tool, it’s as important and relevant as it has ever been. #advisors

A big part in accomplishing that objective is understanding how young people look at money and why they hold certain views. #advisors

Advisors need to be aware that female clients from those two demographic groups are prioritizing generational wealth building. #women

Don’t be surprised to hear the word “regret.” Yes, even against the backdrop of the S&P 500 being up 21.3%. #investors

There are also a bunch that leave a lot to be desired and expose followers to bad advice and big losses. #advisors 

It goes without saying that without clients, there is no advisory business. And without trust, there are likely no clients. #trust

Specifically, consumers’ pensiveness regarding how the 2024 holiday season could pinch their finances. #holiday #shopping