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1. The Cash Hoard of 2023 ... and the Future of Equities
The vast “cash hoard of 2023” has the bullish media salivating about what it means for the future of equities. That cash hoard in money market funds now exceeds $5.2 trillion. — Lance Roberts
2. Perfect Storm Will Make Dollar Biggest Loser of 2023
The sustained dollar correction will be largely driven by markets aggressively pricing-in that the US Federal Reserve is pretty much at the peak of its tightening agenda – an agenda that supported the currency throughout 2022. — Nigel Green
3. Imagine if We Really Were 100% Honest With Clients
We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. — Tony Vidler
4. What Path Will You Take in Retirement?
When considering your budget in retirement, there are three general paths people take: those who spend too little; those who spend too much; and those who identify the optimal spend level. — Alliance for Lifetime Income
5. Marketing To The Top 0.5% of Net Worth Households
Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you’re only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures. — James Pollard
6. Geopolitical Risk: A Long-Dormant Threat Awakens
Geopolitical risk is rapidly rising in Google Search volume since the end of 2022. For a couple of decades investors have not really been given reason to worry about geopolitical events or even wars. Russia’s invasion of Ukraine awakened a long-dormant risk that appears to be a major driver in macro analysis for some time to come. — David Lovell
7. Advisors, It’s Not Returns that Usher Clients Out the Door
For outsiders peering into the financial advisory, it’s common to assume that the primary of determinant of client satisfaction and length of a relationship with an advisor is the advisor’s proficiency in generating strong returns. — Todd Shriber
8. What a “Whiplash Market” Implies for the Balance of the Year
Watching the sharp ups and downs in interest rate moves during the 1st quarter (Q1) certainly could cause some neck pain and dizziness; the classic symptoms associated with whiplash. Why the whiplash? — Cliff Corso
9. AI’s “Breakout Moment” Is Here - What Happens Next?
ChatGPT is now the fastest-growing technology in human history. It’s surpassed the internet—and every product that was launched as a result of the internet. Let’s put some numbers to it... — Stephen McBride
10. How RIAs Can Better Serve Millennial Clients
For one, as investors, many have great attitudes. Having navigated the 2008 Recession during their early adulthood years, millennials have adopted a generally positive and optimistic attitude about their finances. — CircleBlack
11. What Will Move the Needle for Your Advisory?
Are you efficient, or effective? Or both, or neither? Earlier in my own business career, I was neither. Sure, I was doing my best but I had no clue about being focused, planned and organised. Most business owners I know are still stuck in that place. — Brett Davidson